Best CPA's Nearby

CPA's in 14534

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Geer CPA, P.C.

141 Sully's Trail Suite 10

Pittsford, New York 14534

2.41 miles
4 / 5 (5 ratings)

The Bonadio Group

171 Sully's Trail

Pittsford, New York 14534

2.48 miles
5 / 5 (4 ratings)
Audit
Assurance
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Government Contractors
Non-profits
Real Estate
Healthcare
Construction
Professional Services
Technology
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
Multi-state Experience
Cross-border Taxation

Dinehart, Roth and Associates Accounting for Small Businesses, Inc.

3300 Monroe Ave # 314

Rochester, New York 14618

2.66 miles
5 / 5 (7 ratings)
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
High-net-worth Individuals
Real Estate
Healthcare
Construction
Manufacturing
Law Firms
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

Voya Financial Advisors

1175 Pittsford Victor Rd # 100

Pittsford, New York 14534

2.81 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Remote Services

2020 Wealth Solutions | Scott E. Zakalik, CPA, President

6605 Pittsford Palmyra Rd # W6

Fairport, New York 14450

3.39 miles
5 / 5 (1 ratings)

Stokes, Visca, & Company, LLP

29 Goodway Dr

Rochester, New York 14623

3.65 miles
4 / 5 (10 ratings)
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Restaurants
Construction
Contractors
Professional Services
Manufacturing
QuickBooks

Viele, Solimano, Swagler & Chapman

1870 S Winton Rd Suite 220

Rochester, New York 14618

4.08 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
QuickBooks

Davie Kaplan C.P.A.

100 Meridian Centre Blvd Ste 200

Rochester, New York 14618

4.16 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
Technology
QuickBooks
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
Multi-state Experience
Local Tax Credits
Nexus Determination
Remote Services
Years of Practice
CPA License
Firm Size
In-person Support

Welker Mojsej & DelVecchio CPAs, LLC

1200 Jefferson Rd # 300

Rochester, New York 14623

4.52 miles
5 / 5 (2 ratings)
Audit
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services
Years of Practice
CPA License

Delbert J. Smith CPA, P.C.

1200 Jefferson Rd # 300

Rochester, New York 14623

4.52 miles
4 / 5 (8 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Restaurants
Professional Services
QuickBooks
Xero
Multi-state Experience
Remote Services

Bailey, Carr CPAs, P.C.

2565 Brighton Henrietta Town Line Rd

Rochester, New York 14623

5.01 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Forensic Accounting
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

Shah CPA Firm, PLLC and Shah Law Firm, PLLC

2033 Penfield Rd

Penfield, New York 14526

5.17 miles
4.5 / 5 (383 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
State-Specific Experience
Multi-state Experience
Local Tax Credits
CPA License

Amidon & Villeneuve CPAs P.C.

1385 Monroe Ave

Rochester, New York 14618

5.46 miles
5 / 5 (6 ratings)
Bookkeeping
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
GAAP Compliance
Multi-state Experience
Local Tax Credits

George Peter Klee CPA, LLC

53 Canterbury Rd

Rochester, New York 14607

6.22 miles
4.5 / 5 (48 ratings)
Bookkeeping
Accounting
Tax Preparation
Small Businesses
Individual Taxpayers
QuickBooks

John C. Saunders, CPA P.C.

99 Park Ave B

Rochester, New York 14607

6.91 miles
4.5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Multi-state Experience

High Falls Advisors

180 S Clinton Ave #300

Rochester, New York 14604

7.37 miles
4.5 / 5 (17 ratings)
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks
GAAP Compliance
Risk Management

Mengel Metzger Barr & Co

100 Chestnut St # 1200

Rochester, New York 14604

7.39 miles
4.5 / 5 (6 ratings)
Audit
Assurance
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Government Contractors
Educational Institutions
Non-profits
Real Estate
Healthcare
Professional Services
Manufacturing
Technology
Automotive
Agriculture
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
Multi-state Experience
Cross-border Taxation

DeJoy & Co.

280 E Broad St #300

Rochester, New York 14604

7.5 miles
5 / 5 (5 ratings)
Audit
Assurance
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Mergers and Acquisitions
Outsourced Accounting
High-net-worth Individuals
Non-profits
E-Commerce
Real Estate
Healthcare
Construction
Professional Services
Technology
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience

Kenneth E. Ingersoll, CPA

150 State St Suite 301A

Rochester, New York 14614

7.97 miles
5 / 5 (1 ratings)

Bianchi & Associates

1749 Lyell Ave

Rochester, New York 14606

10.32 miles
5 / 5 (9 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Local Tax Credits
Years of Practice
CPA License

Gorham Tax Service

6098 Hanover Rd

Farmington, New York 14425

10.59 miles
4.5 / 5 (12 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Small Businesses
Individual Taxpayers
QuickBooks

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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