Best CPA's Nearby

CPA's in Minnesota

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Pine Grove Financial Group
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Pine Grove Financial Group

796 Bielenberg Dr #103

Woodbury, Minnesota 55125

+1 651-714-0323
5 / 5 (18 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Multi-state Experience
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Stevens Foster Financial Advisors
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Stevens Foster Financial Advisors

7900 Xerxes Ave S STE 1800

Bloomington, Minnesota 55431

+1 952-843-4200
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals
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Joshua Beck - Thrivent Financial
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Joshua Beck - Thrivent Financial

9010 Quantrelle Ave Ste102

Otsego, Minnesota 55330

+1 763-633-5300
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Years of Practice
CPA License
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Gradient Advisors, LLC
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Gradient Advisors, LLC

4105 Lexington Ave N

Arden Hills, Minnesota 55126

+1 877-885-0508
5 / 5 (1 ratings)
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Jeanne M. Matter CPA Ltd.
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Jeanne M. Matter CPA Ltd.

131 2nd St N

Delano, Minnesota 55328

+1 763-972-2948
4.5 / 5 (4 ratings)
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Licari, Larsen & Co.
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Licari, Larsen & Co.

121 1st Ave W

Grand Marais, Minnesota 55604

+1 218-387-1180
5 / 5 (1 ratings)
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MR Multiservices LLC
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MR Multiservices LLC

3149 McKnight Rd N Apt 136

White Bear Lake, Minnesota 55110

+1 984-260-2935
5 / 5 (1 ratings)
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Rohloff Associates LLC
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Rohloff Associates LLC

600 Inwood Ave N Suite 220

Oakdale, Minnesota 55128

+1 651-478-5860
4.5 / 5 (18 ratings)
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Feuerhelm Langer Ltd.
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Feuerhelm Langer Ltd.

8921 MN-5

Lake Elmo, Minnesota 55042

+1 651-646-6346
5 / 5 (4 ratings)
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Thomas J Bulger, CPA
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Thomas J Bulger, CPA

1050 Centerville Cir

Vadnais Heights, Minnesota 55127

+1 651-294-0190
5 / 5 (8 ratings)
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Zabel & Co., LLC
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Zabel & Co., LLC

3475 Willow Lake Blvd STE 300

St Paul, Minnesota 55110

+1 651-605-2301
4.5 / 5 (12 ratings)
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Corneliuson & Associates, Inc. | Small Business Accounting | CPA Services Minneapolis
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Corneliuson & Associates, Inc. | Small Business Accounting | CPA Services Minneapolis

1010 W Lake St

Minneapolis, Minnesota 55408

+1 952-491-0705
5 / 5 (8 ratings)
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Mahoney | CPAs and Advisors
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Mahoney | CPAs and Advisors

10 River Park Plaza #800

St Paul, Minnesota 55107

+1 651-227-6695
5 / 5 (4 ratings)
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Scott Reid CPAs
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Scott Reid CPAs

2400 County Rd D West # 130

Roseville, Minnesota 55112

+1 651-635-9776
4.5 / 5 (25 ratings)
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Kelling CPA Ltd
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Kelling CPA Ltd

265 Northdale Blvd NW

Minneapolis, Minnesota 55448

+1 763-757-5116
5 / 5 (18 ratings)
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AG Bookkeeping Services LLC
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AG Bookkeeping Services LLC

1086 Cumberland St

St Paul, Minnesota 55117

+1 612-440-8651
5 / 5 (14 ratings)
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Sagacity Tax & Accounting
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Sagacity Tax & Accounting

980 Inwood Ave N

Oakdale, Minnesota 55128

+1 651-829-9776
5 / 5 (9 ratings)
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BHB Advisors, LLC
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BHB Advisors, LLC

2283 Waters Dr

Mendota Heights, Minnesota 55120

+1 651-332-5101
5 / 5 (7 ratings)
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Jon Moulton Accounting
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Jon Moulton Accounting

20 Lake St N STE 103

Forest Lake, Minnesota 55025

+1 651-272-5187
4 / 5 (33 ratings)
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Hockert & Sroga
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Hockert & Sroga

2467 15th St NW B

St Paul, Minnesota 55112

+1 651-756-1529
5 / 5 (3 ratings)
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Rocca CPA
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Rocca CPA

1240 S 2nd St

Minneapolis, Minnesota 55415

+1 612-361-6515
5 / 5 (36 ratings)
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Yang & Associates, Ltd.
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Yang & Associates, Ltd.

1001 Johnson Pkwy Suite B17

St Paul, Minnesota 55106

+1 651-776-1040
5 / 5 (1 ratings)
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Barton, Walter & Krier, CPAs and Business Advisors
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Barton, Walter & Krier, CPAs and Business Advisors

6885 Sycamore Ln N

Maple Grove, Minnesota 55369

+1 763-367-7300
5 / 5 (2 ratings)
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SAT CPA
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SAT CPA

9642 Zircon Ln N

Maple Grove, Minnesota 55311

+1 763-233-5561
5 / 5 (3 ratings)
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Bayerkohler, Ltd.
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Bayerkohler, Ltd.

11132 Zealand Ave N

Champlin, Minnesota 55316

+1 763-762-4401
5 / 5 (24 ratings)
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Susan I. Schulzetenberg CPA
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Susan I. Schulzetenberg CPA

21308 John Milless Dr Suite 201

Rogers, Minnesota 55374

+1 763-428-5271
4.5 / 5 (9 ratings)
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Undis CPA
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Undis CPA

617 E Main St Suite #2A

Anoka, Minnesota 55303

+1 763-898-3255
5 / 5 (7 ratings)
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Moser & Associates LLC
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Moser & Associates LLC

900 E Main St

Anoka, Minnesota 55303

+1 763-515-0354
4.5 / 5 (15 ratings)
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David J Geslin CPA
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David J Geslin CPA

5775 Wayzata Blvd Suite 700

Minneapolis, Minnesota 55416

+1 952-582-2927
5 / 5 (33 ratings)
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ABA Tax Accounting
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ABA Tax Accounting

11670 Fountains Dr

Maple Grove, Minnesota 55369

+1 651-300-4777
5 / 5 (4 ratings)
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Siddiqui & Basnet LLC
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Siddiqui & Basnet LLC

2324 University Ave W #202

St Paul, Minnesota 55114

+1 651-642-1331
4 / 5 (14 ratings)
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Guidance Accounting LLC
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Guidance Accounting LLC

1769 Lexington Ave N Unit 109

St Paul, Minnesota 55113

+1 612-618-5299
5 / 5 (5 ratings)
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HMK Tax & Accounting
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HMK Tax & Accounting

422 University Ave W suite 206

St Paul, Minnesota 55103

+1 651-246-4501
5 / 5 (2 ratings)
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Ibex Insurance, Tax and Accounting
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Ibex Insurance, Tax and Accounting

1821 University Ave W Suite S105

St Paul, Minnesota 55104

+1 651-447-1109
4.5 / 5 (27 ratings)
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Haworth & Company, Ltd.
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Haworth & Company, Ltd.

1880 Livingston Ave #201

West St Paul, Minnesota 55118

+1 651-451-9373
5 / 5 (6 ratings)
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Andryski & Bode CPAs
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Andryski & Bode CPAs

200 Hwy 13 W Suite 100

Burnsville, Minnesota 55337

+1 952-657-5806
5 / 5 (46 ratings)
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Frank E. Nute, CPA
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Frank E. Nute, CPA

3300 Edinborough Way #550

Edina, Minnesota 55435

+1 952-405-2082
4.5 / 5 (10 ratings)
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Sundberg Tax & Consulting (DT Mpls) | Small Business Tax | Accountant
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Sundberg Tax & Consulting (DT Mpls) | Small Business Tax | Accountant

331 2nd Ave S Floor 4

Minneapolis, Minnesota 55401

+1 651-689-4789
5 / 5 (2 ratings)
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PrairieView Partners
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PrairieView Partners

2250 Town Square Tower, 445 Minnesota St

St Paul, Minnesota 55101

+1 651-233-1100
4.5 / 5 (79 ratings)
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Community CPA - Minneapolis, MN
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Community CPA - Minneapolis, MN

8722 Lyndale Ave S Ste 104

Minneapolis, Minnesota 55420

+1 612-808-9418
5 / 5 (4 ratings)
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Prudent Accountants
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Prudent Accountants

1520 E 66th St

Minneapolis, Minnesota 55423

+1 612-605-3178
4.5 / 5 (144 ratings)
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Romer & Company, PC
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Romer & Company, PC

2318 1st Ave S

Minneapolis, Minnesota 55404

+1 612-872-0012
4.5 / 5 (7 ratings)
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BGM
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BGM

7900 International Dr Suite 800

Bloomington, Minnesota 55425

+1 952-844-2500
5 / 5 (2 ratings)
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RSM
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RSM

801 Nicollet Mall Suite 1200

Minneapolis, Minnesota 55402

+1 612-332-4300
4 / 5 (4 ratings)
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Wood CPA
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Wood CPA

7300 Metro Blvd UNIT 205

Edina, Minnesota 55439

+1 952-356-1110
5 / 5 (1 ratings)
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Accquip Fractional CFO Services
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Accquip Fractional CFO Services

400 S 4th St Suite 401 #38

Minneapolis, Minnesota 55415

+1 612-321-8418
5 / 5 (4 ratings)
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Abdo
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Abdo

5201 Eden Ave #250

Edina, Minnesota 55436

+1 952-835-9090
4 / 5 (13 ratings)
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GW Carter Ltd, CPAs
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GW Carter Ltd, CPAs

4445 W 77th St #123

Edina, Minnesota 55435

+1 952-224-2888
4.5 / 5 (97 ratings)
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Priya K Srinivasan CPA LLC DBA Numbers for Design MN
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Priya K Srinivasan CPA LLC DBA Numbers for Design MN

5217 W 73rd St

Edina, Minnesota 55439

+1 612-392-9205
5 / 5 (21 ratings)
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Terron Moss CPA, LLC
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Terron Moss CPA, LLC

4655 Nicols Rd #200

Eagan, Minnesota 55122

+1 612-394-7632
5 / 5 (12 ratings)
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MD LEWIS LLC
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MD LEWIS LLC

1519 Central Pkwy Suite 200

Eagan, Minnesota 55121

+1 952-898-2011
5 / 5 (1 ratings)
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St. Louis Park Tax and Accounting CPA
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St. Louis Park Tax and Accounting CPA

1619 Utah Dr

St Louis Park, Minnesota 55426

+1 715-497-5838
5 / 5 (1 ratings)
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Froehling Anderson
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Froehling Anderson

400 US-169 Suite 400

Minneapolis, Minnesota 55426

+1 952-979-3100
4 / 5 (6 ratings)
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Abrams P.C.
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Abrams P.C.

7204 W 27th St #225

St Louis Park, Minnesota 55426

+1 612-504-5504
4 / 5 (5 ratings)
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Michael G. Kissell, Ltd.
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Michael G. Kissell, Ltd.

7100 Northland Cir N Ste 401

Minneapolis, Minnesota 55428

+1 763-533-0340
4.5 / 5 (7 ratings)
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Accounting ProShop
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Accounting ProShop

200 Southdale Ctr

Edina, Minnesota 55435

+1 612-234-1396
5 / 5 (3 ratings)
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Vix CPA
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Vix CPA

8401 73rd Ave N Suite E-1

Brooklyn Park, Minnesota 55428

+1 763-710-0423
4 / 5 (8 ratings)
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Dane Tax Solutions, LLC
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Dane Tax Solutions, LLC

3701 Winnetka Ave N

Minneapolis, Minnesota 55427

+1 763-244-1152
4.5 / 5 (38 ratings)
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Stauber CPA, PA
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Stauber CPA, PA

2000 Plymouth Rd #320

Minnetonka, Minnesota 55305

+1 952-238-9500
4.5 / 5 (10 ratings)
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Sundberg Tax & Consulting (SLP St Louis Park) | Small Business Tax | Accountant
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Sundberg Tax & Consulting (SLP St Louis Park) | Small Business Tax | Accountant

5775 Wayzata Blvd Suite 700

St Louis Park, Minnesota 55416

+1 651-689-4789
5 / 5 (1 ratings)
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Gatlin Tax, Ltd.
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Gatlin Tax, Ltd.

1650 West End Blvd #100

St Louis Park, Minnesota 55416

+1 612-875-8481
5 / 5 (6 ratings)
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Sandra R Lucier CPA
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Sandra R Lucier CPA

16413 Findlay Way

Rosemount, Minnesota 55068

+1 651-983-2655
5 / 5 (1 ratings)
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Enestvedt & Christensen
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Enestvedt & Christensen

200 Hwy 13 W #200

Burnsville, Minnesota 55337

+1 952-894-7880
4 / 5 (10 ratings)
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Crisp and Gravley, LLC.
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Crisp and Gravley, LLC.

1601 State Hwy 13

Burnsville, Minnesota 55337

+1 952-890-9564
4.5 / 5 (3 ratings)
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B Brink Financials LTD
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B Brink Financials LTD

1020 E 146th St Ste 119

Burnsville, Minnesota 55337

+1 952-890-0438
5 / 5 (3 ratings)
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Nuance Financial Tax and Accounting
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Nuance Financial Tax and Accounting

17850 Kenwood Trail #214

Lakeville, Minnesota 55044

+1 952-892-7723
4.5 / 5 (202 ratings)
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Quick CPA & Consulting
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Quick CPA & Consulting

19950 Dodd Blvd STE 102

Lakeville, Minnesota 55044

+1 952-232-5177
5 / 5 (1 ratings)
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Dominic's Tax Service
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Dominic's Tax Service

6316 Bass Lake Rd

Crystal, Minnesota 55428

+1 763-533-7000
4 / 5 (43 ratings)
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Clough Business Advisors & CPAs
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Clough Business Advisors & CPAs

10580 Wayzata Blvd STE 200

Minnetonka, Minnesota 55305

+1 952-544-9600
4.5 / 5 (11 ratings)
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PJF Tax
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PJF Tax

3675 Plymouth Blvd STE 101

Plymouth, Minnesota 55446

+1 763-205-5529
5 / 5 (5 ratings)
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Burkhardt & Burkhardt, Ltd
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Burkhardt & Burkhardt, Ltd

35 Oak Ave N

Annandale, Minnesota 55302

+1 320-274-1040
4.5 / 5 (5 ratings)
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Jerulle CPA, LLC
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Jerulle CPA, LLC

2031 2nd Ave E #310

Hibbing, Minnesota 55746

+1 218-263-4455
5 / 5 (6 ratings)
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Haukebo Van Batavia Holte, LLC
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Haukebo Van Batavia Holte, LLC

706 1st St E

Park Rapids, Minnesota 56470

+1 218-732-5769
5 / 5 (2 ratings)
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Kays, St Germain & Co., PLLC
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Kays, St Germain & Co., PLLC

316 N Labree Ave

Thief River Falls, Minnesota 56701

+1 218-683-5351
5 / 5 (4 ratings)
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Goeson & Goeson P.A. CPAs
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Goeson & Goeson P.A. CPAs

1730 30th Ave S

Moorhead, Minnesota 56560

+1 218-233-7565
4 / 5 (6 ratings)
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Goodney & Etter, PA
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Goodney & Etter, PA

319 Division St S

Northfield, Minnesota 55057

+1 507-663-0861
4 / 5 (7 ratings)
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Ryan Henke, CPA, MBT
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Ryan Henke, CPA, MBT

544 Bavaria Ln

Chaska, Minnesota 55318

+1 952-448-4220
5 / 5 (1 ratings)
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Financial Solutions MN LLC Sandy Flom, CPA, CFP
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Financial Solutions MN LLC Sandy Flom, CPA, CFP

414 Central Ave N suite c

Faribault, Minnesota 55021

+1 507-333-3973
4.5 / 5 (28 ratings)
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Kubat CPA LLC
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Kubat CPA LLC

204 State St N

Waseca, Minnesota 56093

+1 507-833-1435
5 / 5 (4 ratings)
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Robin R. Abrahamson CPA Ltd
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Robin R. Abrahamson CPA Ltd

11985 Technology Dr. Suite 240

Eden Prairie, Minnesota 55344

+1 952-807-9965
5 / 5 (4 ratings)
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Smith Schafer
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Smith Schafer

2575 Commerce Dr NW STE 200

Rochester, Minnesota 55901

+1 507-288-3277
4.5 / 5 (13 ratings)
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The Miller Group
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The Miller Group

4719 Park Nicollet Ave SE UNIT 230

Prior Lake, Minnesota 55372

+1 952-447-6060
5 / 5 (5 ratings)
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JOD Ltd.
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JOD Ltd.

2209 Bard Ave NW

Faribault, Minnesota 55021

+1 507-334-5516
4 / 5 (6 ratings)
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All Around Accounting
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All Around Accounting

2001 2nd St SW #100

Rochester, Minnesota 55902

+1 507-288-5332
4.5 / 5 (16 ratings)
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Haga Kommer, CPAs
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Haga Kommer, CPAs

216 Park Ave S

St Cloud, Minnesota 56301

+1 320-251-7444
4 / 5 (7 ratings)
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Miller Tax & Consulting, PLLC
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Miller Tax & Consulting, PLLC

1134 Fieldgate Rd

Waconia, Minnesota 55387

+1 763-438-4939
5 / 5 (4 ratings)
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Eric R. Nelson, CPA LLC
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Eric R. Nelson, CPA LLC

6600 City W Pkwy Suite 200

Eden Prairie, Minnesota 55344

+1 952-405-9054
4.5 / 5 (26 ratings)
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Conway Deuth & Schmieing, PLLP (CDS)
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Conway Deuth & Schmieing, PLLP (CDS)

820 N Sibley Ave

Litchfield, Minnesota 55355

+1 320-693-7975
5 / 5 (1 ratings)
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Dana F. Cole & Company, LLP
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Dana F. Cole & Company, LLP

590 MN-29 Suite 1

Montevideo, Minnesota 56265

+1 320-269-2146
5 / 5 (1 ratings)
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Jason Anakkala Ltd.
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Jason Anakkala Ltd.

1001 Kingwood St #115

Brainerd, Minnesota 56401

+1 218-824-1860
4 / 5 (4 ratings)
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Heaton Tax Accounting
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Heaton Tax Accounting

116 S Vine St SUITE B

Fergus Falls, Minnesota 56537

+1 218-998-4048
5 / 5 (3 ratings)
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Anfinson Thompson & Company, PA
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Anfinson Thompson & Company, PA

1604 1st St S Suite 230

Willmar, Minnesota 56201

+1 320-235-7491
4.5 / 5 (3 ratings)
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RTO PA
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RTO PA

407 Main St S

Pierz, Minnesota 56364

+1 320-468-2868
5 / 5 (2 ratings)
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ProFiler Consulting
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ProFiler Consulting

4410 Maciver Ave NE

St Michael, Minnesota 55376

+1 763-497-7308
4.5 / 5 (62 ratings)
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Klimek & Kasella Ltd.
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Klimek & Kasella Ltd.

1139 Franklin Ave NE #3

Sauk Rapids, Minnesota 56379

+1 320-774-2035
5 / 5 (5 ratings)
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Conway, Deuth & Schmiesing, PLLP (CDS)
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Conway, Deuth & Schmiesing, PLLP (CDS)

2351 Connecticut Ave S #110

Sartell, Minnesota 56377

+1 320-252-7565
5 / 5 (2 ratings)
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Steven V. Baker, Ltd.
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Steven V. Baker, Ltd.

1287 2nd St N #201

Sauk Rapids, Minnesota 56379

+1 320-253-5175
4 / 5 (9 ratings)
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Myslajek Kemp & Spencer, Ltd.
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Myslajek Kemp & Spencer, Ltd.

1000 Shelard Pkwy Unit 600

St Louis Park, Minnesota 55426

+1 952-544-4147
4.5 / 5 (34 ratings)
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Niemela Tax Services
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Niemela Tax Services

8240 Bridge St

Rockford, Minnesota 55373

+1 763-273-0482
5 / 5 (1 ratings)
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Landwehr Tax & Accounting
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Landwehr Tax & Accounting

200 34th Ave S

Waite Park, Minnesota 56387

+1 320-203-0429
4.5 / 5 (50 ratings)
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Deters Accounting and Tax Service
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Deters Accounting and Tax Service

111 College Ave N Suite 6

St Joseph, Minnesota 56374

+1 320-405-4741
5 / 5 (7 ratings)
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Fox and Fox, LLC
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Fox and Fox, LLC

11670 Fountains Dr Suite 200

Maple Grove, Minnesota 55369

+1 763-545-3777
5 / 5 (5 ratings)
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Glorvigen | Tierney | & Co
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Glorvigen | Tierney | & Co

200 NE 1st Ave

Grand Rapids, Minnesota 55744

+1 218-326-6641
4 / 5 (8 ratings)
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AW Smith LLC
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AW Smith LLC

7865 Hwy 55

Rockford, Minnesota 55373

+1 763-477-4949
4 / 5 (5 ratings)
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Robson Taylor, Ltd.
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Robson Taylor, Ltd.

3239 Fernbrook Ln N

Plymouth, Minnesota 55447

+1 763-557-8844
5 / 5 (2 ratings)
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Lee Financial Group
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Lee Financial Group

15805 Holdridge Rd E

Wayzata, Minnesota 55391

+1 763-249-8840
5 / 5 (1 ratings)
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Graff, Ltd.
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Graff, Ltd.

10159 Wayzata Blvd Suite 100

Minnetonka, Minnesota 55305

+1 763-427-2542
5 / 5 (41 ratings)
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Freeman John D CPA
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Freeman John D CPA

6885 Sycamore Ln N suite 100

Maple Grove, Minnesota 55369

+1 952-595-8558
5 / 5 (2 ratings)
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Anderson Advisors
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Anderson Advisors

7206 Forestview Ln N

Maple Grove, Minnesota 55369

+1 763-231-0337
5 / 5 (7 ratings)
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John M. James, Ltd
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John M. James, Ltd

1605 Wayzata Blvd W

Long Lake, Minnesota 55356

+1 763-227-7909
5 / 5 (1 ratings)
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Ricky L. Carlson, CPA
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Ricky L. Carlson, CPA

902 E 2nd St #202

Winona, Minnesota 55987

+1 507-474-5280
5 / 5 (4 ratings)
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Abercrombie Accounting
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Abercrombie Accounting

8000 Norman Center Dr #115

Bloomington, Minnesota 55437

+1 952-835-6065
4 / 5 (8 ratings)
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Weisbrod & Associates, Inc. -Winona
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Weisbrod & Associates, Inc. -Winona

1201 Gilmore Ave Suite F3

Winona, Minnesota 55987

+1 507-454-1315
4 / 5 (4 ratings)
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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.