Accounting Breeze

Accounting Breeze

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, professionalism, and efficiency, particularly praising the team's responsiveness, tax expertise, and ability to simplify complex financial situations. Many appreciate the bilingual support, strategic guidance, and personalized attention for both personal and business taxes. A few negative mentions cite communication issues and delays, but the vast majority strongly recommend the service, emphasizing trust, reliability, and stress-free tax experiences. Small business owners and entrepreneurs especially value the ongoing support and bookkeeping assistance.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
QuickBooks

Contact Information

Address

100 W Imperial Ave suite R

El Segundo, California 90245

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed

Customer Reviews

Nury and her team have been incredibly helpful with tax preparation and guidance. Tax season no longer feels daunting and stressful. We have been using their services for 4 years and the quality has been consistently excellent.

Accounting Breeze is my go to for taxes. Nury and her team are knowledgeable, helpful and responsive. Nury exceeds expectations and goes the extra mile for her clients. I no longer stress at tax time - thanks to Accounting Breeze!

Love accounting breeze! Nury is an outstanding accountant who goes above and beyond to understand your needs and address any questions. She expertly navigates complex tax situations to ensure the best outcomes for both personal filings and businesses of all sizes. As an entrepreneur, it?s a relief to know I can rely on her and her team not only for assistance but also for strategic guidance

Nury has recently become my dedicated CPA for the past almost six months, and I am thoroughly impressed with the exceptional level of service she provides. Despite our relatively short time working together, Nury has already proven herself to be a highly skilled and reliable professional in the field of accounting/taxes. What sets Nury apart is not only her technical skills but also her friendly and approachable demeanor. She creates a welcoming and comfortable environment that makes it easy to communicate

I heard good things about Nury on local Facebook groups. At first, she and her team were responsive. Then she had staffing issues and has not communicated with me for over 2 months despite me emailing, calling, and sending messages on Facebook, which is regularly updated. I am extremely concerned about my taxes and she has done nothing since I submitted my documents to inform me of the status. Taxes are not a small issue and without knowing what?s going on it?s hard to move forward with a different accounta

We worked with Nury for our 2022 and 2023 taxes. She was amazing in 2022. And then things went south fast the following year. She was unresponsive (as other reviews mention) and misfiled our taxes. She said we would be getting a significant refund in 2023 from California but it was a "typo" and we actually owed. But we owed only because she filed our taxes incorrectly. After reaching out a handful of times, she finally realized her mistake. She created an amendment but is refusing to file with California un

I have been using Nury and Accounting Breeze for 10+ years. She has assisted me with taxes and financial planning throughout two separate careers. With Accounting Breeze, I can trust that I am in good hands. Nury holds extensive knowledge, and has a warm understanding approach. Accounting Breeze is my go-to for all taxes and bookkeeping for my small business.

We were looking for a tax person in the South Bay and saw some recommendations for Nury with Accounting Breeze. I reached out and she responded very quickly and we discussed her services. When it came down to meet to do our taxes she was very friendly and helpful through the whole process and even provided a template we could use going forward for our expenses. Overall she was great to work with and will definitely use her again and recommend her to others looking for a great tax expert in the South Bay.

Before I found Nury at Accounting Breeze, I was totally lost with my personal and small business taxes! Not only did she reply quickly, she was very helpful and understanding. She did not make me feel stupid for asking questions and needing help with fixing previous taxes. I was able to do everything over the phone and via email due to covid, and I still feel like she and her team treat me like a real person in every interaction that we have had. I will be using them for many years to come!

Nury has done my taxes for the last two years and I can?t recommend her enough! I run three businesses, the most complex of which is an e-commerce business that sells physical products in every state in the US. Nury handles my complicated taxes with ease and is always a quick phone call email or text away if I have any questions. She has helped simplify and streamline my business model and her input has helped grow my businesses. Her rates are well worth her quality of work and I like that her involvement c

Nury and the Accounting Breeze team are a delight to work with. They are kind, responsive, and are patient when explaining my many quesions. As a self employed freelancer, Nury helped me form an LLC and handled that entire process. She does my payroll, my taxes, and gives great financial advice. I highly recommend Accounting Breeze.

Working with Nury has been such a breath of fresh air. From our first call to our first meeting she walked me through tax laws that effected me, helped me understand my options and create a plan that works for my situation. Now I make my appointments with her months ahead of time so I can secure my spot. I am an S Corp, a graduate student and am buying property this year, so my taxes are kind of insane. Nury always makes me feel empowered and hopeful. I have recommended her to several of my friends now. I'm

This was the first year my wife and I used Nury Gomez and her team at Accounting Breeze to prepare our taxes, and we are pleased with the results. Most important to us is the quick response by Nury and her team to any inquiries we had-especially welcome since we had been with another tax preparer for many years prior to this so we didn't`t know what to expect. I am happy to recommend Nury Gomez and the Accounting Breeze team without reservation.

Oh I love this accounting firm. Nury and her team treat me like gold and deliver an exceptional client experience. I have been with Nury for nearly five years and have always received exceptional high tax returns because of her accounting astuteness. She is brilliant with numbers and knows how to get the right deductions for businesses. Her team and her are incredibly trustworthy. She does my books as well and does a marvelous job.

Nury and her team at Accounting Breeze are amazing! Responsive, extremely capable and available! Nury and her team have been helping me with their tax services for years now and I couldn't be more pleased. Thanks Accounting Breeze!

Another year, another smooth experience working with Nury and her team. Over the past 4 years she's helped us navigate both our business and personal taxes, and is always quick to reply to the many, many questions I might ask. Would highly recommend to anyone looking for a tax professional!

I have a consulting business and i am so glad i hired Accounting Breeze to take on the paperwork. I have had a great experience with Nury and her team. She set up my LLC and S-Corp and is now taking on my accounting. I like to get my taxes done early, and we finished them in mid-March. She makes time to answer my questions and guide me in the right direction.

Nury and the Accounting Breeze team are extremely easy to work with. Their patient and understanding approach to tax preparation and all things financial make them an ideal partner for individuals or businesses that require additional hand holding. I highly recommend Accounting Breeze for all of your accounting needs!

As a non-profit agency, we can't say enough about Nury and her team at Accounting Breeze! We have peace of mind to know that our book-keeping and taxes are taken care of, so we can focus on our clinical work with families. And whenever we need an item for a grant, such as a Certified Financial Statement, they always get the items to us quickly and professionally before our deadlines! Nury has a big heart for charities in our community, and we are so fortunate to have Accounting Breeze on our team at Our V

Working with Nury Gomez made doing our taxes a more relaxing experience. She's detail-oriented, caring, and asks the right questions to make sure your taxes get done thoroughly and on time. I highly recommend Accounting Breeze for your income tax preparation needs.

I couldn't be happier with the comprehensive and reliable services provided by Accounting Breeze. They handle everything with such efficiency and care, making the entire process stress-free. Their professionalism, quality, and human warmth are truly unmatched

I came to Nury after going to another service and having my taxes totally messed up. Nury was very easy to talk to, explained everything, and fixed all my issues. I have been going to her with all my tax work since then. I highly recommend Accounting Breeze!

We contacted Nury to help us correct some mistakes from our 2017 taxes filed by a previous accountant. We were very impressed with her immediately. She?s very knowledgeable and has a great personality. She not only fixed our 2017 taxes, she got us an even larger return! We of course used her to prepare our 2018 taxes. We had just had our second child, and she came to our house to go over everything and get our signatures so we wouldn?t have to head to her office while recovering and caring for a newborn. Sh

Accounting Breeze and Nury rock. She has helped me file taxes for 2016 through 2020. She's extremely knowledgeable and friendly...what a great combo when dealing in the confusing/intimidating world of taxes!. Her expertise saved me a ton of money and I now consider her a valued friend and trusted advisor.

Have been working with Nury for the past few months and she has already helped me with so much! I first reached out to Nury to help file my business taxes and 1099s, and now she is doing my bookkeeping as well. Not only has she been helpful and patient in figuring out all of my messy finances, she is also providing advice and guidance to get me setup for the future. Highy recommend!

This is our first time using accounting breeze and we have tried to contact them multiple times for a status and have yet to receive a response. We?ve gone there in person and the accountant isn?t available. I do see they are responding to bad reviews, so maybe I can get a response now. I unfortunately feel like I need to file a form 14157-A IRS complaint if this isn?t resolved soon. Email us back when you can so we can update our final review. Thanks!

Working with Nury really is a Breeze. I've tried using 3 different accountants in the past 3 years and nobody else comes close to Nury's communication, speed and understanding of our finances. I highly recommend Accounting Breeze for your business or personal accounting needs.

Nury has been such a pleasure to work with! She was referred to us when we started our business over a year ago and has now taken on all of our accounting needs. This allows us to put our focus on our clients. She is very knowledgeable, prompt, and professional. There are payroll questions that come up as our business grows and she always has all the answers. When contacted, she provides a response almost immediately. She is up to date with the changes in the regulations and is able to communicate them

I highly recommend Nury from Accounting Breeze, she understood the sense of urgency as I was going through a horrible situation with my last accountant right before the tax due date. She was calm, yet quick to action in assisting me during a time crunch. Her professionalism and knowledge took the stress out of preparing not only my personal but also my business tax returns at the last minute. Unlike other tax services, the exchange of information and draft documents she uses made the process simple. I was

I am pleased to recommend Nury Gomez. She is highly detail oriented and works well when up against tight deadlines. She is an exceptionally bright professional and has assisted us with several strategies to minimize our tax responsibilities through strategic guidance. It is my belief that you will not find a more hard working and accommodating financial consultant than Nury, and I hope that anyone would seriously consider her for any of the services she offers.

I never write bad reviews. I typically always work things out with the people I'm working with; however, I would hate what happened to me to happen to anyone else. My 2023 taxes are not done and we essentially have been ghosted in terms of what is happening with our 2023 taxes. I've never experienced this with anyone or any business in the past. I don't know what's going on. It appears the company is short staffed and very much in the weeds. Would not encourage this company to take on any new clients until

I needed a fast turnaround on my tax return and I'm very glad I turned to Accounting Breeze. My taxes were done quickly and the process was professional and simple. Because of the COVID shutdown I was able to do everything easily online and meet my deadline with room to spare. Nury is the best.

It is with great enthusiasm that I am writing to recommend the services of Accounting Breeze. We have been using Accountig Breeze's service for over five years and have always been completely satisfied with their performance. The staff is always very nice and friendly along with doing an excellent job within the Company. Burris Property Management LLC is happy to recommend the services of Accounting Breeze in the city of El Segundo, California 90245.

This is the second year I have hired Accounting Breeze to assist me with my taxes - and all I can say is it has been wonderful! In previous years, I had been filing my taxes myself and after using AB, I was shocked at the things I was missing when I used the online tax softwares; especially being in a position of owning my own businesses. Definitely recommend their services.

Nury Gomez, owner of Accounting Breeze, efficiently dealt with my tax preparation on a timely and efficient basis. She knew exactly how to help me plus she has a pleasant and comforting personality to go with this knowledge. I highly recommend her to you!

Accounting Breeze took care of my rather complicated filling without any hassle handling everything online and at a price/service that was transparent and easy. I highly recommend. Nury and team are extremely knowledgeable and helpful.

We are so thankful that we saw recommendations for using Nury and the Accounting Breeze team this tax season! They are so patient, kind, and knowledgeable. We highly recommend using Nury for all of your accounting needs!

Nury and her team were simply great. We did everything by phone and remotely, no need to go into the office or meet in person (although it would be nice to meet the team in person one day). Our situation is complex since we are international, but Nury made it easy.

I have been using Nury and the team at Accounting Breeze for about a full year now. They have been prudent, strategic, and very professional every single time we interact for any accounting task. I highly recommend Accounting Breeze.

I was so panicked about taxes this last year because my accountant of 12 years was retiring and no longer seeing clients. In addition, although I loved my previous accountant as a person, tax season was a NIGHTMARE! I dreaded the season because it just felt like I was doing everything wrong. We would go back and fourth MULTIPLE TIMES and I felt reprimanded with all the mistakes I kept making. As a mother of three children an business owner, I just simply don't have time for that. I put a blast out on soci

I detest accounting details. Every year I tell myself that I just need to keep track of things each month and every year I spend Jan--April trying to put things in manageable order. Last year I was told to contact Nury to help me organize things because I was having my yearly meltdown about getting my taxes ready. Not only did she take my messy piles of papers away from me, relieving me of my anxiety; but she also got me $2,000 more in my tax return than I normally got! It is obvious that she loves thi

Numbers have never been my thing and when I opened Kendall Law I had not idea how to enter data or keep my books in order. I got QB online and spent hours and hours trying to figure it out. I think I would spend at least 5 hours a week on trying to enter the data, reconcile etc. I knew that I needed help. I met with several bookkeepers, one of which was Nury of Accounting Breeze. She was referred to me by a colleague. After meeting with her I felt comfortable with letting go of the strings. Susan was assig

Nury stepped in and helped me through a difficult tax experience and I needed somebody I felt comfortable with and could trust. I found that and more with Nury who went above and beyond to help me. She is now my go to tax preparer from now on. You won?t be disappointed with Nury and her team and their new location overlooks the airport and is in a very convenient location.

I went with my dAughter to get her taxes done, and the service was great. Nury Gomez provided efficient, cogent, informative, and caring attention to my daughter?s needs. She also advised her of additional steps needed to be taken in order to protect her financial status as a result of a recent acrimonious divorce.

It was a pleasure to work directly with Nury at Accounting Breeze for my personal and LLC taxes. I loved collaborating with another woman run business. The process was very professional, timely and efficient. It was truly a breeze!

Where do I start? In the three years that UI have known Nury, not only has she been my "Tax Preparer and book keeper", but she has become a close friend and advisor along the way. I have been saved from many a pitfall due to her sage advice and have actually seen an increase in income due to her diligence. If a new business needs help, this is the GOTO person for you ! No one I have ever known comes close to this quality of service !!

Nury and her team are always very friendly and professional. They are great in always providing my family with options for our business needs. I highly recommend Accounting Breeze for your personal and business needs!!

I really had no idea where to turn for my taxes after my divorce. Nury made me feel completely empowered and hopeful every step of the way. Her patience, kindness and stellar understanding in what she does makes her not only a perfect choice, but also a valuable part of your success team. Thank you Nury!

Accounting Breeze is awesome! I've worked with Nury and her team for years and appreciate their quick turnaround and thorough work. Thanks!

I've worked with Nury for two years now and she has truly made the tax process a breeze! I would 100% recommend her to everyone, especially small-business owners like myself!

Before Accounting Breeze, taxes were my worst nightmare. I truly began stressing MONTHS before they were even due. I kept messaging Nury from Accounting Breeze because I totally anticipated issues would come up. I'm sure she thought something was seriously wrong with my mental health. LOL I ended up submitting paperwork digitally through a safe page and then my taxes were done. THAT WAS IT!!!! WHAT IN THE WORLD! I was so stressed for no reason. I can relax next year!

Nury and her team were soooo helpful with my taxes this year! They helped me get a muuuuch better refund than I would have gotten if I did my taxes myself through turbotax/etc. Highly recommend, its totally worth it!

Accounting Breeze has been a breath of fresh air since I started using them 4+ years ago. Every year I save more and more money with them. My favorite part is how convenient and seamless they make the process each Q1. Thank you Nury and team!

Nury, was absolutely fantastic. She was extremely diligent and her knowledge and attention to detail was unbelievable. She was professional throughout, making the whole process of completing our tax return seem so easy.

The team at Accounting Breeze has made all our billing and keeping track of invoices simple and efficient. Their use of QB has enabled us to have quick line of sight into our financials and I couldn't be happier with their services.

Nury is amazingly professional. She handled my taxes in an efficient, fast way and I was able to get a refund in no time. Highly recommended.

Accounting Breeze has helped me in my business & personal bookeeping. They are reliable, efficient, knowledgeable, professional & most important for me & my family is that they are available when we have any questions. Thank you Accounting Breeze for all of your help.

Nury at Accounting Breeze is the best! So professional and pleasant, we felt comfortable working with her right away. Thank you Nury!

We have experienced much pleasure working with the staff at Accounting Breeze. They have been so patient and diligent with our staff. We feel they are professional and get the job done for our establishment in a superior manner.

Thank you so much Nury! I really appreciate you and all your help over the years! Thanks for getting me back money! I feel you and your assistants are very good and professional, thanks for letting me work with them! Also the responsive time on any situation that come up in my business you and your team are there and ready go! I love that! You are a 5 star company! smile! If anyone need a accountant I am pointing them in your direction! Thanks again! Tony Be Bless!

I've used their services for my business for several years. They handle my bookkeeping, payroll, and provide great analysis to help me understand my business' finances. I've recommended them to several of my clients as well.

I highly recommend Accounting Breeze and Nury Gomez, CPA, for being excellent, knowledgeable, responsible and courteous. Nury Gomez goes beyond the call of duty to help her clientelle with expertise and outstanding attitude!

Nury was very patient and helpful with helping me navigate my small business tax return. She is easy to approach and helps clarify all my questions.

Love Accounting Breeze! They are always timely, informative, friendly and most importantly they get the job done! Thank you, "Accounting Breeze", for all your support ??

THANK YOU, Nury & team, for your services and partnership in getting my taxes done! Tax season is always so overwhelming to me, so I appreciated the teams swift replies and many answers to my sometimes silly questions :)!

Nury is a tax wiz!! She takes care of everything and provides easy links to upload and share documents. I will be back again next year. Thank Nury!!

I have been using Accounting Breeze for a few years to support my complex tax returns, and they've been patient, responsive, and professional.

Responsible and reliable professionals. Because they are a bilingual company, we decided to start to work with them one year ago. They helped us to become a better company.

Staff is very knowledgeable, and is easy and quick to connect with to get answers to questions. Has a small biz feel but works like a larger accounting office.

Had a good experience and the staff was very friendly. Taxes are never cheap but I didn?t feel ripped off. They took in all my (many) W-2s and 1099s and sorted it all out for me. Thanks!

It was my first time using Accounting Breeze, and I gotta say that they are one of the best accounting firms that I ever used.

Excellent services. Filing promptly and completely year after year for me and my business.

I?m thankful to have found Account Breeze!!! Fantastic service great staff!

My first experience with Nury and her team was excellent.

Great service! Detailed work. I would recommend them to any business.

Absolutely the BEST! Amazing customer service, and a dedicated team with experience.

Easy to connect with, open to discussing and reviewing and lots of options and support.

Great accounting and super reliable! Thanks Nury!

Excellent service highly recommend

(Translated by Google) I personally would not recommend this company, they worked on our taxes and sent the form with an error, for more than two weeks and I tried to contact them to correct it and they do not return the calls or answer the messages, it seems unprofessional on their part, definitely bad service and bad experience. (Original) Yo en lo personal no recomendar?a esta empresa, nos trabajaron los impuestos y enviaron el formulario con error, durante m?s de dos semanas e intentado comunicarme con

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.