*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.*
27555 Ynez Rd Ste 407
Temecula, California 92591
I highly recommend this business. Their customer service is second to none, and I cannot say enough about AccuPay Systems. The service is consistently outstanding, exceeding my expectations every time. Suffice to say, we would be lost without AccuPay. This is our 6th year in business, and we have been with AccuPay Systems from "Day 1." The ambiance is always inviting and comfortable. Felix and his dynamic duo--Kristen and Jocelyn are extremely knowledgeable, trustworthy, professional, patient, kind and very
My CPA recommended Accupay and I've been using their service for 4 years. The team is responsive and helpful, and their system has easily accommodated the changing needs of my growing business. I'm happy with their service!
Using Accupay payroll services has been an excellent business decision I have made for my business. They are always there for me and any time I call I am helped. The staff are very well trained and knowledgeable, especially Felix and Diana. I am a small business owner and I don't have the time for payroll issues. Accupay is readily available and always comes through for me for my payroll needs.
Accupay has been a wonderful support for my company navigating payroll, and I refer my own clients to them often. Felix and his team take time and care in helping me assess where to take my business in terms of labor. Felix in particular, is extremely knowledgable and generous with information- I always feel I can reach out to gain clarity in guiding business considerations and hires. Accupay makes payroll easy, they are quick to catch my own mistakes and it's a relief to be assured all aspects are being ha
First of all, Felix is amazing. We were with Paychex prior to AccuPay, and to be honest my husband was paying a lot every payroll period. To the point that my husband felt harassed. He didn't know what to do anymore, and he googled for a payroll company that could better meet his needs. AccuPay was the first name that popped up, he read the reviews and called Felix right away. He made the right choice, Felix has being very helpful, resourceful and best of all he has been clear, amicable, professional and re
AccuPay is the best. Felix and his colleagues walked me through the process of setting up the account which turned out to be quite easy. They provided me with expert guidance underscored by their patience. Always quick to respond to questions. I highly recommend them.
I have been using AccuPay for almost 2 years and really enjoy the personal touch you get with their service. In a world of terrible customer service from large companies, I am so happy to support a small business, that is accessible through phone and email whenever you need them. I will continue to work with them as long as we are around!
AccuPay Systems has helped me to get informed and prepared in having payroll. Talk about helpful! Every question I had was answered promptly and efficiently. I felt completely lost when starting the payroll process and Accupay has made all my worries disappear. I now have peace of mind and feel confident in running my payroll correctly. -Lyndsey
Diana and Felix are both so helpful. I can always reach one of them with a quick call. Been with Accupay for two years and have referred them to my wife and several friends. Pricing is way better than the big national guys who I had so much trouble with in the past. Any time an employee needs an old form or I messed up on something, Diana will call or email me immediately and get it done. Thank you Duck Donuts
Tremendous "hands on" guidance and help. Had no problems with AccuPay. Whenever I had a question about tax filing, procedures or just needed some "don't worry, we've handled that" reassurance - they responded quickly and professionally. John Wells, Coastal Income Tax Services, Santa Barbara, CA
Working with Felix has been fantastic! He consistently demonstrates promptness in his actions and responses, making collaboration effortless
Felix is a rockstar! He really knows his stuff and it so patient and attentive to all of your needs. If you have a business and need help with payroll, Accupay is the system for you!
I used to use Wells Fargo, and this system is so much more user friendly! Great customer service, and always there to answer any questions I have. I highly recommend AccuPay!
Felix at accupay systems is awesome! he is great at helping our office with our payroll services. we would definitely recommend their services!
Excellent service. These guys are the most professional and knowledgeable Payroll company. I have had different payroll companies and by far this is the best for small business. I give them my highest recommendation.
Expedient service. I was able to speak to someone after hours and received timely responses to all my emails. I was very surprised at the quick turn around in providing the information and documentation I needed in just a couple of days. I would recommend this excellent service to anyone
AccuPay has always been helpful, courtesy, knowledgeable, and professional. Highly recommended.
Excellent service! I highly recommend them. Felix is very pleasant to talk to, professional and very patient to answer all my questions.
Great service, fast response and good price! We recommend their services!
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.