*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
6330 Lincoln Ave
Cypress, California 90630
As an international student, navigating the U.S. tax system can be overwhelming?but working with Aaa Tax Group made the entire process smooth and stress-free. Their team is incredibly knowledgeable about the specific tax requirements for international students and provided clear, patient guidance every step of the way. They took the time to explain everything in detail and ensured I remained fully compliant. I truly appreciated their professionalism, responsiveness, and personalized support. I highly recomm
These people are amazing. I would highly suggest you do your tax returns and amendments to this place. Very professional in helping me with both my w2 and tax amendments.
I get my taxes done here, and it is always quick and easy. They always give me great advice. I would highly recommend this place.
I have been going here for years and I wouldn't go anywhere else. Very pleased.
My tax preparer & his son are awesome. They know how to get the job done, always giving you updates on new tax information, over all giving you advice that other people would charge you for. Don't believe give them try & you'll see for yourself. They always help my wife & I save money. Now that I have moved to another state, he is still my tax preparer 1000%
I just started getting my taxes done here last year and I'm honestly so glad that I did ! I never have any issues, they explain everything so well and they always answer every question I have !! I always recommend them to my family and friends because they do such a great job at helping us get the most that we can!
Aaa tax has a great team, have been here for 2 years now they are very reasonable with their prices and give great advice. I have recommended them to my who family.
I was stressed about my taxes and not quite understanding where I would fall this year being a small business. Shiv was patient and walked me thru all of my questions and answered every one of them. I was a walk in and he answered a few questions even before I was his NEW CLIENT!
I'm still waiting for my 2021 tax refund nothing yet . this year its the worst year for getvyour taxes back and nothing came yet and taxes return are aready over to file so when are really going to see it come I have bills to pay and I will want to see it here now .
Second year doing taxes here always knowledgeable friendly and fast taxes getting done right! Highly recommend this place!
Very good nice people
Best accountant around.
Very good service definitely recommend it
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.