740 Regent St #106
Madison, Wisconsin 53715
116 Janesville St
Oregon, Wisconsin 53575
2010 Jackson St
Oshkosh, Wisconsin 54901
121 St Paul St
Oconomowoc, Wisconsin 53066
1319 W Main St
Watertown, Wisconsin 53094
742 E Fond du Lac St
Ripon, Wisconsin 54971
2810 Crossroads Dr #4000
Madison, Wisconsin 53718
N84 W15787 Menomonee Ave #5
Menomonee Falls, Wisconsin 53051
N96 W18221 County Line Rd
Menomonee Falls, Wisconsin 53051
1009 Washington St
Grafton, Wisconsin 53024
925 Elm Grove Rd suite 104
Elm Grove, Wisconsin 53122
5225 N Ironwood Rd Suite #110
Glendale, Wisconsin 53217
2775 S Moorland Rd Suite 301
New Berlin, Wisconsin 53151
16650 W Bluemound Rd Suite B900
Brookfield, Wisconsin 53005
675 N Brookfield Rd #103
Brookfield, Wisconsin 53045
17 Forest Ave Suite 018
Fond du Lac, Wisconsin 54935
2831 N Grandview Blvd #110
Pewaukee, Wisconsin 53072
1025 S Moorland Rd #350
Brookfield, Wisconsin 53005
414 Main St
Mukwonago, Wisconsin 53149
2161 S Robinson Ave
Milwaukee, Wisconsin 53207
3121 Tommys Turnpike
Plover, Wisconsin 54467
1720 Merrill Ave # 403
Wausau, Wisconsin 54401
1509 N Prospect Ave Suite 300
Milwaukee, Wisconsin 53202
10801 Corporate Dr #100
Pleasant Prairie, Wisconsin 53158
7001 Washington Ave
Racine, Wisconsin 53406
340 Bridge St
Burlington, Wisconsin 53105
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.