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Accounting Fresh

Accounting Fresh

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
E-Commerce
Restaurants
Construction
Contractors
Professional Services
Technology
QuickBooks
GAAP Compliance
Remote Services
CPA License

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
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
E-Commerce
Restaurants
Construction
Contractors
Professional Services
Technology
QuickBooks
GAAP Compliance
Remote Services
CPA License

Contact Information

Address

5451 Avenida Encinas suite b

Carlsbad, California 92008

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Awesome experience with Accounting Fresh! I honestly can't say enough good things about their accounting services ? they?re organized, reliable, and just really easy to work with. Matthew was especially wonderful. He?s super sharp, detail-oriented, and always made time to answer all and any of my questions (no matter how small or random). What I really appreciated was how down-to-earth and approachable the whole business feels. Just solid support from people who know their stuff. If you're looking for accou

I can't say enough good things about Accounting Fresh! They handle both my personal and S Corp tax preparation with precision and expertise, making tax season a breeze. Their small business bookkeeping services are equally top-notch, keeping everything organized and running smoothly. Beyond their thorough and detail-oriented work, they are truly a pleasure to work with?always professional, responsive, and willing to go the extra mile to answer any questions. And as a bonus, they even send out delicious hol

I started using Accounting Fresh about a year ago and couldn't be happier! The Team keeps me on track and is always available to answer questions that I may have. I appreciate the fact that they not only do my bookkeeping but also year end tax prep. Their prices are fair and competitive. I highly recommend them. You wont be disappointed!

Thanks David! Top notch service and customer service, I own a business and was hesitant on hiring someone , but David is great at what he does! So let him do his thing!!!! Pricing is solid fair price, and overall was a great experience. He?s definitely my go to guy now. I would recommend him to everyone business owner I know hands down

I recently had the pleasure of working with Accounting Fresh, and I must say, they are nothing short of extraordinary. From the moment I engaged with them, I was impressed by their professionalism and efficiency. Their expertise and attention to detail are unparalleled. They took the time to understand my unique situation and crafted a personalized plan that addressed all my needs. Their patience and willingness to explain complex concepts made me feel confident and informed throughout the entire process.

David at Accounting Fresh is honest, fair, and transparent, making it easy to trust him with even the most complex financial matters. His professionalism and clear communication make working with him an absolute pleasure?highly recommend!

The Accounting Fresh team has been completing my accounting on a monthly basis for two years now; and I have no plans on going elsewhere! From our initial consultation I knew I was going to be in good hands. I highly recommend their services!!

David helped me clean up my books at the end of the year and did an excellent job. He is easy to work with and quick to respond. I would definitely utilize his services again in the future and I highly recommend him.

I've been using accounting fresh for almost a year and it's been a big help to my business. The team is always responsive to my requests and they don't act like a big CPA firm that never has time for you. Our monthly reports are always clear and easy to understand. I highly recommend them.

David is a true professional and his attention to detail is very impressive and helpful to our Organization

David Nguyen is an excellent communicator and really understands the bookkeeping side of business, which many CPAs lack. Because of this he is able to quickly assess a problem and make efficient corrections. I have worked with him for multiple clients and I highly recommend him.

Amazing service. David is one of the most competent accountants I know.

David has been so helpful & knowledgeable. Always willing to go above & beyond to help us. Could?t have asked for a better CPA!

David jumped right in and converted our books from desktop to online. He was very helpful in training the staff to do QB's payroll and QBO.

I really appreciate how much David cares about my company's financial health and provides thoughtful, strategic guidance to support my business.

Loved working with David, he was super helpful in meeting our organizations needs!

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.