Choosing the right CPA matters. The right professional can save you thousands in taxes, prevent costly mistakes, and help your business thrive. At Henriquez Accounting & Tax Services, we specialize in guiding Tampa and Hillsborough-area clients to pick CPAs who match their goals, values, and financial complexity—and we can coordinate with your chosen firm while we handle accounting & bookkeeping, tax preparation & planning, and Outsourced Controller/CFO reporting.

Why Having a Local or Nearby CPA Matters

Better understanding of local rules: Florida and county tax considerations vary—local CPAs are more attuned to the nuances.
In-person meetings when needed: Some conversations (entity choice, complex audits, exit planning) are best face-to-face.
Network & connections: Local CPAs often know bankers, attorneys, and business peers in your area.

Top Criteria for Choosing a CPA

Credentials & licensing: Confirm active FL CPA licensure; bonus if tax specialist or EA on staff.
Relevant experience: Have they handled your industry or complexity (self-employed, real estate, multi-state, cross-border)?
Range of services: Beyond tax prep—look for advisory, audit, bookkeeping oversight, strategy, and planning.
Communication & accessibility: Responsiveness, clarity, and availability during peak seasons.
Fees & transparency: Ask for clear, written scopes and itemized pricing.
Client feedback & reputation: Referrals, reviews, and evidence of long client relationships.

Benefits of Hiring the Right CPA

Maximize deductions, credits & tax savings
Reduce audit risk and improve IRS compliance
Receive proactive, year-round financial guidance
Gain clarity from accurate reporting and forecasts with our CFO dashboards
Build long-term trust and a professional partnership

How We Help You Choose (and Work With) a Great CPA

Assess your needs and help you interview a shortlist of CPAs
Coordinate with your chosen CPA for smooth handoffs
Set up bookkeeping, reporting, and tax workflows
Provide oversight, quality checks, and ongoing advisory as needed

Want help finding the right CPA for you?

Let’s take the time to explore and identify which CPA best aligns with your specific goals, risk tolerance, and overall financial vision for the future. We are committed to ensuring that your financial records are meticulously maintained, with clean books and tax-ready documentation prepared from day one to give you peace of mind. Schedule Consultation

Frequently Asked Questions

Can I switch CPAs even if I’ve worked with someone already?

Yes — you absolutely can change your CPA at any time whenever you feel it is necessary or beneficial for your financial situation. It is very important to ensure that all your financial records and documents are fully up to date and accurately organized before making the switch to a new professional. Be sure to request copies of all prior tax returns, financial statements, and any relevant workpapers or supporting documents from your previous accountant to have a complete record. Additionally, it’s crucial to have a clear and thorough discussion with your new CPA, making sure you both agree upon the full scope of work they will handle, the expected timing of deliverables, and the fees or costs involved before officially completing the handoff process and transitioning your accounts.

Do CPAs only handle taxes?

No — many CPAs also deliver business advisory, financial planning, audit support, and bookkeeping oversight.

How do I vet the CPA’s integrity and reliability?

Always make sure to ask for references in order to verify their past work experience and quality, and take the time to read multiple reviews from different sources to gain a well-rounded and comprehensive perspective. Additionally, be sure to confirm that their professional licensure is currently active, valid, and in good standing. Pay close attention to how clearly and thoroughly they explain fees, deadlines, and any complex or technical topics involved in the entire process to avoid misunderstandings later on.

Finding the Perfect CPA Near Tampa, FL