*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
Located In - BECO Towers, 10461 Mill Run Cir Suite 720
Owings Mills, MD 21117
ZAG Consulting Group has been amazing to work with. Vlad and his team are extremely knowledgeable in accounting, taxes, financial planning, and wealth management. They are a pleasure to work with and make you feel like you and your needs are their only client. Outstanding customer service and SO timely which is greatly appreciated!
We were thoroughly impressed by Vlad and his team at ZAG Consulting group. We finally made the transition from an accountant in Pennsylvania (where we used to live) to one in Maryland. Truthfully, even though our taxes have become increasingly complex, this was the easiest tax experience we have ever had. The level of organization and attention to detail was superb. We always review our prepared return in detail and with Vlad there was not a single mistake. He clearly answered any question we had. Even the
I?ve had an excellent experience working with ZAG Consulting Group! I appreciate Vlad and Kimberlys expertise, attention to detail and responsiveness which makes all the difference in the world! They consistently provide valuable insights and top notch service making financial management smooth and stress free! I highly recommend! Michelle M.
ZAG did my taxes this year. Fantastic group of people, all of them have been personable and knowledgeable. Communication was solid and we all love that. Thank you all so much ZAG! They also offer more than just tax services so I really would call them with any financial questions honestly. A+! Thanks again!
Vlad and his entire team are amazing- they provide "white glove" service to their clients and their communication is perfect. I recommend Zag Consulting Group to anyone looking for the best accounting firm in our area.
Vlad and the ZAG team provided expert, efficient, and highly effective support during our new business launch. Their contributions were invaluable.
ZAG Consulting has handled my personal and corporate tax needs for well over a decade, and I can't enough good things. The owner and his team are professional, very knowledgeable, up to date on all relevant tax matters and extremely responsive. Their service level is second to none. I highly recommend Vlad and his entire team at ZAG Consulting Group.
Vlad and his team are highly professional and provide an outstanding service. I completely trust them and would recommend them to everyone I know.
Vlad was very professional and personable when consulting with him about starting my first small business. He really listened to the vision I had in mind and was able to make it a reality. He is quick to respond and answered all of my questions without hesitation. I would highly recommend ZAG Consulting Group.
Vlad with Zag Consulting is the best-of-the best! He has handled our accounting needs for nearly a decade now. Very thankful we were introduced by a mutual friend and colleague. If you're looking for a rock solid CPA to handle your accounting needs, call Vlad!
I have been using ZAG Consulting for accounting and investment management for several years now. There is no one else I would trust with my finances and accounting. Vlad and his team are knowledgeable, professional, and always available to assist with any tax of financial questions. Highly recommend!
We have been working with Zag Consulting for about 1 year. They take time out of their day and meet with us to review our numbers on a monthly basis. The cool part is we are able to choose between internet or in person. Not to mention they started assisting us before we even agreed to work together.
Vlad and the associates at Zag Consulting Group are the best of the best. From instant responses, going above and beyond the scope of work required, to addressing any and every concern, it is quite rare to find such a practice! Best of the best!!!!!!
Zag Consulting Group have been my personal and business accountants for several years... I'm over satisfied with the professionalism and expertise that they handle everything with! I can't say enough good things about them and highly recommend them.
Vlad and his staff continue to surpass my expectations, which is hard to believe since I've been a client for over 12 years. My running joke for those 12 years is that I'm astonished with his success and the firm's growth considering I'm their only client. Their level of care and attentiveness to my business and personal needs have always been appreciated.
Vlad was very knowledgeable and was able to help me with everything. He was very responsive to emails and got the job done. Thanks again Vlad!
We had an excellent experience working with Vlad and his team!
Very timely and professional service.
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.