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625 N Michigan Ave Ste 1705
Chicago, Illinois 60611
I have been a Client of the Zhou Agency for many years, and I can't say enough good things about the outstanding service I received from Ivette Lopez, Staff Accountant! We were facing a frustrating and complicated matter with the IRS, and Ivette stepped in with professionalism, knowledge, and a calm, reassuring approach. Ivette got through to the IRS promptly and communicated the matter with persistence. This made all the difference, and the issue was resolved in a conference call with both of us on the li
Corie and Jake have been fantastic! As a solo therapist running my own practice, I really appreciated how helpful and approachable they were in guiding me through S Corp filing, setting up payroll, and staying on top of my taxes. They made the process so much easier.
I worked with Amanda Chang form Zhou Agency for the first time for filing my taxes and it was a great experience. First, I like Zhou's agency has a secure online system for uploading all tax documents. Scheduling meetings making payment are also handled through their organized online platform. This is much more advanced than my previous experience, where I had to attach all the documents through email, and if something was missing it requires multiple emails back and forth. Amanda is an intelligent an
If I could give 10 stars I would! I am grateful for the day I came across this agency! Jakob Hnatovic quickly responded to my inquiry and since then he has had my back answering all my questions and assisted me throughout the year. The owner, Justine Zhou also took time to meet with me multiple times. She was very knowledgeable and you knew she commanded her line of work. She provided future tax planning guidance all the while with a smile on her face. She was approachable and they both worked with your be
We have been working Ms. Zhou, Jun for almost 15 years. We always walk out meeting session with * clear math figures * good insights and ideas * amazing resources such as info or professional networks We are just two regular workers but we do feel they treat us as valued customers? I strongly recommend one on one consulting session with Ms.Zhou, Jun besides regular yearly tax work..
Would give 10 stars if it was an option. Previously I have always been a W-2 employee, but over this past year I made a switch to earning as a sole contractor with a new insurance agency starting up. The idea of taxes, expenses, all of it was overwhelming and filling me with a bit of anxiety. I was lucky enough to be introduced to Jakob Hnatovic through my networking group. He and his assistant Amanda were so incredibly responsive, prompt, and knowledgeable in not only explaining the ins and outs, but also
This agency is fantastic! I finally feel totally taken care of since I moved my payroll, CPA work, and bookkeeping services here. Corie is so hard working, thorough, and a true team player. Rui is on point with her bookkeeping skills. And Justine is an amazing CPA! Dream team over here!
Been a client of Zhou Agency for 3+ years and worked with Justine and Rui. They are professional, responsive, and knowledgeable. They listen to your needs and are willing to do research for you. Would recommend 5/5.
I've done my taxes with the Zhou Agency for 3+ years now and chose them because of they are a full-service shop. Justine is very experienced in what she does and has helped us clarify our tax needs and strategies each year. We've also interfaced with Amanda, who is also very knowledgable, prompt and responsive. 5 stars all around!
Our business has worked with Zhou Agency since 2013. I've been very happy with the service I received, especially from our current accountant Frank and payroll coordinator Corie. Both Frank and Corie are very responsive, dependable and pleasant to work with. They are always eager to help out with any questions or concerns I may have. I have worked with Corie for payroll for a year now. I truly believe she is a great addition to Zhou Agency!
I had the pleasure (if tax prep can ever be pleasurable :) of working with Andrew Tong on my tax prep this year. He's extremely knowledgeable and gave me many suggestions for getting the maximum deductions to which I'm entitled, this year and going forward, as well. As always, superior service at Zhou Agency. I wouldn't think of going anywhere else.
I was a first-time homebuyer with no experience, buying a home from over 2,000 miles away?and working with Sushil and the team at Zhou Agency made the entire process feel surprisingly smooth and stress-free. From day one, Sushil was patient, informative, and incredibly responsive, always taking the time to explain things clearly and guide me through each step. They set up detailed video walkthroughs, coordinated with my local family, and made sure I always felt included, even from afar. They also connected
Stephen was prompt and understood my need despite my at times non-reasonable requests. His quotes were very competitive with very reputable insurance companies. Will certainly recommend his service to those who need it.
First time using Zhou for our tax return this year and wish I had started years ago. Justine is so friendly and knowledgable and got us a refund when I was almost certain we would owe money. Plan to use her and her team for all of our tax needs for many years to come
Never, and I mean never, use this company for any sort of business matter. My apartment was purchased by a new owner and they became the property manager. During the summer, our air conditioner broke and we needed it to be fixed. Our son was only 5 months old at the time, so obviously as a baby, his body is not able to regulate in heat as easily as an adult, so it was a major concern. It took them 5 days to fix the unit after they said it would take them one day. After three days, someone called us and tol
I had a fantastic experience working with Zhou Agency, especially with Andrew! He was incredibly professional, attentive, and went above and beyond to ensure all my needs were met. Andrew truly understood my tax needs and delivered results that exceeded my expectations. The level of communication and transparency throughout the process was outstanding. I felt valued as a client and confident in their expertise every step of the way. I highly recommend Zhou Agency, and if you get the chance to work with Andr
WARNING THIS COMPANY IS A SCAM. DO NOT ALLOW YOURSELF TO BE RELIANT ON THEM FOR ANYTHING. RUN THE OPPOSITE DIRECTION IMMEDIATELY! Before I get into some examples, whoever reads this should know that the first time I wrote an honest review, they called me and told me they will fix everything if I remove the review. Some examples of the the items that they weren't addressing until I posted the review were (i) locking me out of my apartment through a mistake they made then not getting it fixed for over 3 days
I'm very thankful I found Zhou Agency. I needed assistance with filing an amended tax return after making a mistake. I worked with Andrew who is very knowledgeable, thorough and more importantly accessible to any questions or concerns. There's no quantifiable value you can place when you can trust a person to look for your best interest, give advice and overall provide peace of mind with your finances. I've continued to work with Andrew through subsequent tax returns and he has maintained his high level of
I have been with Zhou Agency for years, even when they were located in a different area, and the level of service has always been outstanding. They are extremely knowledgeable and thorough, consistently going above and beyond to ensure I understand everything in detail. Communication is always clear and timely, and they truly work with you to make sure you get what is yours. I?ve been working with Andrew at Zhou Agency for about a year now, and I couldn?t be more impressed. His knowledge and attention to d
Justine and her whole team are an incredibly effective and helpful group to have onside. We have engaged with various services, notably Property Management for our investments in the area. Megan Burns and Yue He are our PM team and they have been proactive, helpful and played a key role getting our rentals on a healthy path in the market. Justine always remains attentive and will take ownership of the work of the team, helping in with additional ideas and tools to navigate new situations that occur. I could
As I posted prior, I was referred to Zhou Agency first from my girlfriend and then discovered several of my other friends as well as my actor used the same agency. My friends praised the quality, efficiency, professionalism, and attentiveness of the agency so I switched over to Zhou Agency. Having Justine Zhou and her team of professionals prepare my annual business and personal taxes as well as attending few of the many online complementary strategic discussions has been a great learning and successful ex
Zhou Agency is one of the most excellent CPA teams we have worked with. Especially Corie from the payroll team is a very responsible person, and helps our company a lot. Really appreciate their hard working.
I've had a fantastic experience working with Zhou Agency, especially Corie. She is professional, knowledgeable, and always goes above and beyond to provide clear and accurate guidance. I highly recommend Zhou Agency to anyone looking for reliable and efficient accounting services. Corie and the team truly care about their clients and deliver top-notch service!
Zhou Agency has been a tremendous help in managing my family foundation's tax returns. Their expertise and meticulous attention to detail have been instrumental in ensuring compliance and optimizing our tax returns. Justine and Frank are consummate professionals and are absolutely a great pleasure to work with. Their proactive approach to identifying potential tax-saving opportunities has been invaluable, saving our foundation both time and resources. They always respond to our questions and concerns in a v
I have worked with Zhou Agency for many years. All the staffs and advisors are so helpful, patient, and professional. It has been a pleasant experience working with Justine, Jakob, and Carlo. Highly recommended!
I have been with Zhou Agency for more than 15 years from the time they were located in China Town, and the level of services has always been outstanding. Justine Zhou, the owner, was taking care of my personal and business financial needs for years, including accounting and insurance, and it was always great. I worked with many Zhou Agency employees, and all of them have been extremely knowledgeable and professional. This year, Stephen Lim helped me with the Commercial Policies renewal, and my experience o
Very organized company and provide great services, I have talked with Justine first and she gave me very clear explanation on what I plan to do. Amanda Chang collect my detail information and alway follow up with me for any update. She did a great job. Yesterday I reviewed what they have done so far and find they do keep their promises and finish almost everything on time. My feeling is that this is a reliable company and I wish I am able to do business with them in the future.
We are delighted to have chosen the right management company-Zhou Agency. We have been working with them for years. They are fluent in English and Mandarin, so communicating is very convenient. Whenever we encounter any problems, they always explain them patiently and deal with them promptly.
Zhou Agency is so helpful in all aspects. Whenever I have questions or need help with my home/auto insurance, Lu is always so helpful and always responds very quickly with an answer. They are clearly on top of their accounts. Lu contacts me ahead of time when its time to renew policies along with options as they always try to get me the best deals. Every year I also do my taxes with Justine. Rather than stressful, doing taxes is always an enjoyable and stress free experience. I have been using Zhou Agency f
We are from out of state looking to invest in real estate in Chicago. Yue was recommended to us by an old friend who said we would not be disappointed, and we most certainly weren?t. We had only two days to spend in Chicago to get a feel of the market and Yue arranged over 20 units for us to see in those 2 days! Her arrangement was well spaced, and it went very smoothly, no rushing and no waste of time. She is professional, meticulous, direct, honest, confident and no-nonsense. She told us everything we nee
The Zhou Agency, Justine (Jun) Zhou, and Jakob Hnatovic, were incredibly professional and knowledgeable concerning my business and tax needs. They have a can-do attitude and were able to answer my every question. I highly recommend them for your tax and accounting needs.
I really enjoy working with Zhou Agency. Especially Amanda and Yue. Amanda Chang takes care of my business, personal and foundation tax returns. Impressed and delighted. Yue managed my property so well that I don?t need to worry about anything. Highly recommended!
Zhou agency has helping me manage my property in chicago for a few years now. Yue is a lovely lady to work with. She respond my tenants and my request fast and get things resolved and settled timely. I would recommend Yue and Zhou agency to all my friends
I recently attended the Zhou Agency's Family Foundation Webinar, and I must say it was an incredibly informative experience. Justine, the owner, and Jake, the senior accountant, did an outstanding job with their presentations. Their clear explanations and in-depth knowledge made complex topics accessible and engaging. I walked away with a much deeper understanding of family foundations and the strategies to optimize their impact. Kudos to the Zhou Agency team for a job well done!
I cannot say enough good things about this bookkeeping service! They went above and beyond to meet with me early in the mornings to accommodate my busy schedule. Their dedication to keeping me on track, both professionally and personally, was truly inspiring. Not only did they help me tackle my late taxes and clean up three years' worth of disorganized bookkeeping in just a few weeks, but they also offered encouragement every step of the way. We even shared a common faith, and their willingness to pray for
Wonderful and Great Support from Corie. We really appreciate her very responsive work
I?ve been working with Andrew for the past few years, and I can?t recommend him highly enough as a financial advisor and accountant. Andrew is incredibly professional, knowledgeable, and detail-oriented. He takes the time to thoroughly understand my financial goals and tailors his advice accordingly. His expertise has been instrumental in helping me make informed decisions and manage my finances effectively. What I appreciate most is his ability to explain complex financial concepts in a way that?s easy to
Had the pleasure of working with Megan Burns! Has to be one of the best property managers around. Always on top of what needs to be done. If you are looking for a property manager, get with Zhou Agency and ask for Megan!
Yuxiao (Carl) is awesome! He helped me sort out a really complicated tax situation with state transfer and made the whole process so much easier. He is super thorough, easy to talk to, and really dig into a lot of details. I?d definitely recommend him to anyone who needs help with taxes!
Good experienced in Zhou Agency for couple years. The insurance agent called Lu Zhao is the best insurance agent I have seen ever! Totally recommend her if you need the insurance agent in town.
Zhou Agency has been a great advisor through my financial decisions. We have worked with Andrew Tong for several years, he is very professional, knowledgeable, and a very dedicated advisor.
We worked with Megan Burns on a project recently and she does great as the Property Manager. She is very communicative and stays on top of the needs not only the property owners but the contractors working at the properties.
Wonderful and a great agency to work with. Recent event I have with Miss Rebo and team, they have gone all out to assist client's requirements. Great team and keep up the good work!
An exceptional choice for real estate investors,Zhou Agency is so helpful in all aspects, specifically YUE HE. She has consistently delivered tailored advice. helping me navigate the complexities of property investment.She is an excellent property management manager.
We've had great experiences with both Justine and Rui at the Zhou Agency. They take the time to thoroughly explain everything and discuss ways to optimize our finances for the coming year. They are extremely responsive and professional. I'm very happy we found them!
Corie at Zhou Agency is our go to person when handling our payroll. They are attentive and professional, handling our business with great consideration. Highly recommend Zhou Agency!
Justine, Gina, and their team are AMAZING to work with! We have gone through multiple not-so-great CPAs and bookkeepers, and it was painful to work with people who aren't as familiar with working with real estate investors who have multiple properties. And you know what's odd, many CPAs and bookkeepers don't work in the same company. Justine, Gina and the Zhou Agency are IDEAL to work with so that everything is "under one roof"! Everyone loves one-stop-shopping and the Zhou Agency is PERFECT for Real Estat
We appreciate the responsiveness and attentiveness demonstrated by Amanda and her team. Our subject matters were swiftly resolved due to her laser-shape focus and prompt line-up of the necessary professionals concerned. Two thumbs up to Amanda
I have been using Zhou Agency for my accounting work for a couple of years, Gina Latta handles all of my bookeeping every month. I have nothing but good words for Gina. She is professional in all her work, detail, and quick in replying whenever I reach out. She cleaned up my book which was a little messy to begin with. She streamlined my book to make things cleaner, quicker and saves me money. Highly recommend!!
I've been using the Zhou Agency for 7 years and am consistently pleased with their services. Knowledgeable people and pleasant to deal with. An outstanding resource for personal and business tax management.
Zhou Agency has been handling my family's tax needs for about 7 years and I am pleased with every aspect of the Agency and the service I have received. Professional, knowledgeable and I trust in them completely. I usually work with Justine Zhou but all of her staff are excellent. I just took out insurance policies with them for home and car and I am sorry I did not do it sooner. Lu Z. was able to walk me through the process, took care of all the details making the entire process was stress-free and easy t
An exceptional choice for real estate investors and small business owners. Zhou Agency has consistently delivered tailored advice, helping me navigate the complexities of property investment and business taxes with ease. Their proactive strategies and commitment to excellence have been pivotal to my financial success.
We highly recommend Zhou Agency?s excellent foundation services. They are professional, experienced, and patient in guiding us through the entire process from setup, documentation to ongoing management. Moreover, what sets them apart is their commitment to helping clients understand the purpose of a foundation and how it contributes to society, beyond financial details. That makes our work even more meaningful and valuable.
Recently joined a Webinar about family foundations ran by the owner Justine and the senior accountant Jake. As someone starting a family this webinar was super informative and gave me further understanding of my options as our family keeps growing. Both Justine and Jake were very personable and answered every question thoroughly.
Justine and her team are absolutely amazing. They are very attentive to your accounting needs. Whenever I have a question, Justine is prompt to reply. The team is very knowledgeable in all financial areas from students loans, to real estate, etc. She not only helps plan to maximize your tax return, but help plan your financial future to make sure you are on the right track. Zhou Agency is a 12/10.
My business has been using Zhou Agency for the past couple of years. They are so easy to work with and make tax filing a flawless, stress-free process! Andrew specifically has been an incredible help for our 2022 and 2023 taxes. The whole team is attentive, knowledgeable, friendly. There were a few nights where paperwork needed to be submitted at late hours, and they were able to still get everything filed on time despite the out-of-work hours. Can't recommend them enough.
Zhou Agency is simply the best. I've been working with Rui Wang since 2016 and have benefited from her expertise and professionalism each tax season. She has helped both me and my husband navigate the complex process of filing US taxes during our time living abroad, as well as dealing with multiple states within the US. I have already recommended Zhou Agency, and especially Rui Wang, to many of my friends and colleagues, and they are equally grateful and impressed with their service. I highly recommend Zhou
I ve been working with them since 2018, very trustworthy. Rui, Corie and Lulu help us a lot. of course Justine is the big help as well. highly reccomend!
I first worked with Justine and this year with Andrew. They are great, knowledgeable, and were able to explain things clearly and in a timely manner. Thank you Zhou agency.
We have been working with Rui Wang at the Zhou agency for more than five years and have been incredibly pleased with our experience. Rui and her team have been consistently communicative, punctual, and kind, and have gone above and beyond to ensure that we're able to save money in our filings while offering very good rates for their service. Highly recommended!
My 2022 tax filing experience with Zhou Agency was incredibly frustrating. Despite the positive reviews here, I am very certain I am not the only one who had a terrible time dealing with their services. Under Jun Zhou (Justine)'s guidance, my filing was delayed, a tax extension was filed without my acknowledgement first, and I recently discovered they made a mistake on my tax return, resulting in a refund from the state being overlooked. It became evident to me that the owner intentionally deprioritized m
I recently contacted Zhou Agency for my small business retirement planning. It was a very pleasant experience with Jun and Lulu. They were very professional and knowledgeable. Even though I pulled back my movement with the plan, I have gained great knowledge from them. I'll definitely seek the opportunity to work with them in the future.
I was referred by a friend to Zhou Agency for home and auto insurance. Leona from the agency is nice and professional. She responded my questions quickly and explained to me in details patiently. She had my best interest in mind and helped me to pick the right insurance coverages. I am very happy with the insurance coverages she picked for me.
Working with Zhou Agency was a great experience. I appreciated that I was kept in the loop, had all of my questions and concerns addressed, and I was able to meet with Justine to discuss tax planning for the upcoming year. I will absolutely be back next year and recommending them to my friends.
Great service overall. We have been doing business with Zhou Agency for over 7 years and they have been consistently providing excellent services. Special thanks to Jojo who helped us locate residences two times and Eric who helped us find tenants multiple times.
I have been a client of Justine and her accounting team including Rui and others for several years. Tax files are always done in a timely manner. Very professional, responsible, and reliable.
A big shout-out to our home insurance agent, Lu Zhao! She went above and beyond to help us choose and set up the perfect home insurance plan. Her quick responses to all our questions and concerns were incredibly helpful. The professionalism and expertise made the entire process seamless. The company is lucky to have such outstanding staff providing expert advice on insurance!
I would thoroughly recommend Zhou Agency. They are responsive to all my needs and are always ready to provide great advice. Most importantly, they are so friendly and approachable but also very knowledgeable and professional. Thanks to their expert guidance and support.
Just from the consultation call, I know I'd be in amazing hands with Justine. She was honest, knowledgeable, and I truly felt she was more concerned about the best thing for my situation as opposed to just trying to get business. I can't wait to work with her!
I've had a fantastic experience working with Lu Zhao. She is professional, knowledgeable, and always goes above and beyond to provide clear and accurate guidance.
I have been going to Justine and Zhou Agency for more than 12 years now and not only the team does an amazing job on my personal and business tax, they also setup my business as well as help me with financial planning which I'm horrible at. They're always available and willing to help and patient with all my questions. Their fee is also very reasonable for the flawless job that they do. I have recommended them many times already to all my friends and family and will continue to do so. Super highly recommend
Zhou Agency is a trusted company where they help our families for tax, insurance and real estate services. They are professional and reliable. Especially, we had a wonderful experience to work with Jojo Cui, who is director of real estate. Even she is the head of real estate, she is still very happy to walk with us to see each house we are interested in. She is very professional and patient to tell us the advantages and disadvantages of each house, and provided us helpful advices. Eventually, she helped us
Every member of the Zhou Agency is so fantastic to work with! Their attention to detail is spot on and their advice has always put me in the right direction!
Thanks Lu Zhao who works very hard for my life insurance application, contact to insurance company underwrite, get my case approved with preferred rate.
We?ve been using Zhou Agency services for years and have always appreciated everything they do for us. Recently we worked with Lulu and she?s been so helpful! Highly recommend.
Have been completely unhelpful since we moved in. We have been moved in for 2 months and nothing has been taken care of. There were damages and missing doors upon us moving in and the maintenance guy was still in our apartment upon move in. Horrible experience with Zhou. They don?t respond to maintenance requests and our apartment has never been in the condition that we expected it to be when we moved in. Would give a 0 stars if I could.
Great choice for real estate investors and people who have foreign income. We have worked with Zhou Agency, specifically Andrew, for 2-years now and it has been a phenomenal experience.
I used Zhou Agency for my all insurance, including cars and houses. I'm always happy with their service and suggestions. I've worked with their agent Elsie for several years, even after I moved out of Chicago. She is the BEST agent I've ever worked with -- she always provides the fittest plan with a very reasonable price and whenever i have questions or concerns, she is there for providing helps. I've also recommended some of my friends to purchase insurance and file tax through Zhou Agency.
I have been using the Zhou agency since 2017 and their service and responsiveness has been nothing short of outstanding. During this time, they are always looking for ways to streamline their processes to provide me with better service. Their new system for securely uploading tax documents has allowed me to manage both my tax documents and my parents tax documents under one profile. While I did have some challenges in setting up the new profile, they were able to resolve the issue quickly and walk me thr
Zhou agency helped me purchase my first apartment in Chicago three years ago and is still helping me to manage the apartment now. They are so patient to listen and understand my needs and offered solid useful advice from viewing to closing. Contact me in a timely manner when the tenant has repairs or other requires. I highly recommended Zhou agency to everybody.
I?m a small business owner and I have been working with Justine and her team over a few years now. I really appreciate the great customer services from each member I met. They took care of all of our company insurance needs, from business property insurance to health insurance. I also appreciate all the great accounting service from Pay roll to tax return and tax planning. With their help, I can focus what I do best which is mortgage. I would recommend Zhou Agency to any business owners like me
I was referred to Zhou Agency by my friend. I was impressed by her professionalism, attentiveness, knowledge. During COVID pandemic, her agency was functioning perfectly well. I will recommend her to all my friends without hesitation. Amanda Chang did my tax this year, 2023. She was prompt at the appointment, answered all my questions, very professional.
My wife and I have been utilizing Justine's talents for our taxes for the last 10 years or more. She is very efficient and accurate. We enjoy visiting her and her delightful attitude. She has become a valuable friend as well. I have recommended her to many people. She does financial planning and taxes for one of our great friends as well. She is trusted and respected by tons of people. My Mother will utilize her this year. My Mom is almost 95 years old and she just does not trust anyone.
What an amazing experience! Every time I enter Jun Zhou Agency I feel welcomed and happy. When you walk in you are greeted by Angela, a friendly receptionist who tries to make you feel as comfortable as possible. Then when your appointment time comes, you re taken to the office of your trusted CPA. Justine, the owner of Zhou Agency, did my Tax Return. She is an amazing CPA and I absolutely trust her to do my taxes. She is friendly and kind. If you are stressing out on doing your taxes and don't know what t
Jun Zhou CPA is very friendly & helpful firm. they gave very useful & professional advice to our companies in accounting aspects. I am so pleased being able to work with Gina Latta as I learned a lot from her. Gina is expertise & very knowledgeable on bookkeeping & QuickBooks. Don't hesitate to look for them when needing accounting services & consultations.
I was referred to Zhou Agency from a friend and have never looked back. Their tax planning and advice has saved me money each year and they are always available to answer questions. After purchasing a rental property, I was concerned about managing the taxes but Jun and her team has made is very easy. Couldn't recommend them more!
This agency provides great service , ?Yue? is super professional and smart. Really a good choice to have them manage, buy or sell your property.
Eric is an amazing agent, who is energetic, diligent and professional. He provides invaluable advice on a challenging deal he helped me with and delivered great results at the end, like all the other agents I have worked with at Zhou Agency. Zhou Agency is the place to find trustworthy agents that look out for your interests when you are looking to buy or sell a home!
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.