About Andrea M. Ward, CPA
Reviews for Andrea M. Ward, CPA
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Andrea M. Ward, CPA is a full-service accounting firm that specializes in serving small to midsize businesses. They offer investment advisory services through their affiliated company New Century Investments and wealth management services through Aligned Wealth Advisors. The firm's clients include business owners, successful individual investors, executives, and professionals who need investment strategies and portfolios that provide growth and tax efficiency. The firm is known for its patient, professional, and kind staff, including Andrea Ward herself and Melissa. Clients appreciate the firm's attention to detail, clear communication, and ability to handle complex tax matters, such as amending returns and setting up new entities like LLCs. The team now also offers virtual meetings via Zoom, providing convenience for clients who prefer remote consultations. They utilize the latest office technologies, including a secure client portal hosted by Drake, a reputable tax software company, with options for 2FA and MFA for added security. Overall, Andrea M. Ward, CPA is a trusted partner for businesses and individuals seeking comprehensive accounting and financial services. The welcoming environment and knowledgeable staff make clients feel comfortable and well-informed, whether they are handling complicated income tax situations or simply seeking reliable financial advice.
Andrea is truly a pleasure to work with. Before finding her, I worked my way through five different CPA firms and never once had a return completed without being on extension. I consistently lacked clear guidance, struggled with compliance, and never felt confident that everything required to complete my returns accurately and on time was fully understood or communicated.
Andrea resolved all of that immediately. In one step, she brought clarity, organization, and confidence to what had previously been a frustrating and stressful process. She now handles not only my personal returns but all of my business accounts as well.
Andrea and her office operate at...read full review
We always contact Andrea when we need to consult with her about tax issues. She advises us on what we need to do so that we don't get a surprise during tax season. She is the best!”
I’ve used Andrea and her office for years to file my taxes. They are prompt, professional, and I have always had a great experience with them. I also use Matt for my retirement planning. They are all great. If you are not using them, you should be 😊.