How to Find the Right CPA for You

How to Find the Right CPA for You

Figuring out how to find the right CPA for you shouldn’t be complicated. Finding an experienced CPA will save you time and support your financial goals. The right CPA for you will offer a combination of consultative information as well as practical services to match your accounting needs as they change over time. Choose the right CPA for guidance on large purchases, retirement planning, tax strategy, and complex business decisions. As a full-service CPA firm, Candice Gerlach and her team deliver strategies and support to fulfill all of your accounting requirements. Book a free 30-minute consultation to learn how we can help.

Trust in Experience

The right CPA for you will have experience with clients in similar industries, as well as a background working with individuals, trusts, partnerships, and corporations. With almost 20 years of experience in public accounting, Candice Gerlach CPA has a broad spectrum of skills to offer. As a Certified Fraud Examiner and an active member of the American Institute of Certified Public Accountants, Candice maintains in-depth knowledge of tax compliance, business accounting regulations, and audits. When looking for a CPA, ask the right questions, including:

  • How long have you been working as a CPA?
  • What companies or individuals have you worked with? Can you provide references?
  • What is your level of knowledge on tax compliance?
  • How do you stay up-to-date on the latest tax and accounting regulations?

To learn more about our experience and detailed knowledge, contact our team to book a complimentary consultation.

Find a Full-Service CPA

Since your accounting needs and economic objectives change over time, look for a certified public accountant that offers a range of customizable services. The right CPA for you will deliver benefits to support your current goals and long-term financial needs. As a comprehensive CPA, Candice Gerlach and her team provide assistance with:

  • General Accounting
  • Financial Income Statements
  • Tax Planning
  • CFO Services
  • Trust & Estate Planning
  • Audits, Reviews, and Financial Compilations
  • Forensic Accounting, Legal Testimony & Depositions

Looking for additional support? Schedule a free consultation with Candice Gerlach to learn about her diverse offerings.


Ask About Tax Planning

Did you know that most CPAs aren’t qualified to provide strategic tax planning services because they have limited knowledge of the tax code. Finding the right CPA is about choosing an accountant that’s able to think strategically about tax planning. Candice Gerlach CPA has two decades of experience in public accounting, financial statement preparation, audits, and tax compliance. This expertise allows you to take advantage of the tax code while being prepared for future audits. The right CPA for you will be able to provide:

  • An assessment on your current and future tax strategy opportunities
  • In-depth knowledge of federal and state tax codes
  • Experience preparing audits, financial reviews, and compilations
  • Tax planning for trusts and estates
  • Legal expertise in the accounting and tax law

Read more about tax strategy on our blog, or download our tax planner tool.


Schedule a Free Consultation

The first step in determining how to find the right CPA for you is to book a complimentary consultation with our team. During the call, we’ll discuss your accounting needs, financial objectives, timeline, and budget. Get in touch today to start the conversation.