1745 Shea Center Dr ste 400
Highlands Ranch, Colorado 80129
9088 Ridgeline Blvd #100
Highlands Ranch, Colorado 80129
8120 S Holly St Ste 200
Centennial, Colorado 80122
9000 E Nichols Ave UNIT 225
Centennial, Colorado 80112
9085 E Mineral Cir STE 360
Englewood, Colorado 80112
6025 S Quebec St #260
Centennial, Colorado 80111
5975 S Quebec St #225
Centennial, Colorado 80111
6300 S Syracuse Way Ste 150
Centennial, Colorado 80111
6860 S Yosemite Ct Suite 2000
Centennial, Colorado 80112
7800 E Orchard Rd Ste 320
Greenwood Village, Colorado 80111
6400 S Fiddlers Green Cir #300
Greenwood Village, Colorado 80111
8310 S Valley Hwy STE 300
Englewood, Colorado 80112
6050 Greenwood Plaza Blvd STE 110
Greenwood Village, Colorado 80111
Chase Tower, 333 W Hampden Ave #540
Englewood, Colorado 80110
5500 Greenwood Plaza Blvd #100
Greenwood Village, Colorado 80111
2 Inverness Dr E STE 105
Centennial, Colorado 80112
7350 E Progress Pl #100
Greenwood Village, Colorado 80111
4725 S Monaco St Suite 110
Denver, Colorado 80237
88 Inverness Cir E Suite L 101
Englewood, Colorado 80112
8101 E Prentice Ave Ste 750
Greenwood Village, Colorado 80111
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.