When comparing CPA firms, look for verifiable credentials, relevant services, clear communication, and a written explanation of scope and fees.
CPA Firm South Florida is led by Peter Rudolph, CPA. You can verify Florida CPA license AC0030738 through the Florida DBPR license record. An initial consultation helps identify the services, records, deadlines, and proposed engagement your situation requires.
What Sets a Great CPA Apart
When comparing CPA firms, use specific questions you can verify:
- Credentials and representation: Check the professional’s license and ask who will handle your IRS matter. The IRS explains the representation rights of CPAs, attorneys, enrolled agents, and other preparers in Publication 947. Authority to act for a taxpayer also requires the appropriate IRS authorization.
- Relevant scope: Ask whether the engagement includes tax preparation, planning, notice responses, or another defined service. Review our services and confirm what is included.
- Records and communication: Discuss the information needed, deadlines, who will review the work, and how questions will be handled.
- Fees and expectations: Request the proposed fee, assumptions, and exclusions before work begins. Tax savings and IRS decisions depend on the facts and applicable rules.
Personalized Accounting and Tax Solutions
Choose accounting and tax support around the work your situation requires. Depending on the engagement, services can include:
- Business and individual tax preparation
- IRS notice and representation work
- Payroll, sales-tax and bookkeeping support
- Tax classification and business startup planning
- Financial statement preparation and analysis for management use
Reviewing financial information for management is different from a formal financial-statement review engagement that provides limited assurance. If a lender or other user requires an assurance report, confirm the required report and whether the firm will accept that separate engagement.
How We Evaluate IRS Matters
We review IRS notices, response deadlines, tax records, and available options with each client. Our IRS representation services include evaluating whether a penalty-relief request is appropriate and preparing supporting information when engaged to do so.
Penalty relief depends on the specific penalty, compliance history, circumstances, and supporting evidence. The IRS explains its penalty-relief options, administrative relief requirements, and reasonable-cause criteria. A request does not guarantee approval or a particular reduction.
Conveniently Located — Serving Fort Lauderdale and Beyond
CPA Firm South Florida offers in-person consultations at 1041 W Commercial Blvd, Suite 201, Fort Lauderdale, FL 33309, and virtual consultations. See our service areas and discuss your location and filing needs with the firm.
Request a free 20-minute initial consultation to review your questions, relevant deadlines, available records, and the proposed scope of work. Call (954) 200-3234.
Before engaging a CPA, confirm the responsible professional, required work, deadlines and fees. Bring your records and questions to the initial conversation.