898 S Main St
Pleasant Grove, Utah 84062
12481 S Fort St #225
Draper, Utah 84020
1231 S Wagoneer Rd
Saratoga Springs, Utah 84045
1224 S River Rd STE A104
St. George, Utah 84790
1953 N Serenity Dr
St. George, Utah 84770
437 S Bluff St Ste 301
St. George, Utah 84770
288 W Center St Ste 201
Provo, Utah 84601
13894 S Bangerter Pkwy Ste 200
Draper, Utah 84020
1112 E 300 N Suite 101
American Fork, Utah 84003
11240 South River Heights Dr
South Jordan, Utah 84095
100 E State Rd
Pleasant Grove, Utah 84062
3450 Triumph Blvd Suite #102
Lehi, Utah 84043
610 N Kays Dr #105
Kaysville, Utah 84037
50 W Forest St STE #101
Brigham City, Utah 84302
8941 S 700 E STE 104
Sandy, Utah 84070
North, 200, or, 1466 US-89 Suite 200
Farmington, Utah 84025
541 W 500 S
Bountiful, Utah 84010
2494 S 1300 E
Salt Lake City, Utah 84106
774 E 2100 S STE 402
Salt Lake City, Utah 84106
999 E Murray Holladay Rd STE 104
Salt Lake City, Utah 84117
2040 E Murray Holladay Rd #203
Holladay, Utah 84117
4001 S 700 E suite 500
Salt Lake City, Utah 84107
151 E 5600 S
Murray, Utah 84107
2825 E Cottonwood Pkwy #500
Cottonwood Heights, Utah 84121
11075 S State St #32B
Sandy, Utah 84070
2972 W Maple Loop Dr STE 302
Lehi, Utah 84043
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.