*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.*
5900 Sepulveda Blvd # 425
Sherman Oaks, California 91411
If you are looking for a good CPA, look no further, Brenda Kommareddy from Accuretta Inc is the person for you. She is very professional, attentive, available, patient. My wife and I, following the sale of our apartment, needed her services for our tax return and the IRS Withholding Refund and everything went very well. We were satisfied very quickly. Thank you again Brenda for your precious and reassuring help.
I have been utilizing the services of Accuretta CPAs since the last 20 years. I must say that they are very professional, helpful, swift in responding and conduct their business with great ethics, integrity and human touch. Their deep knowledge of domestic and international taxation experience has helped me a lot in the past.They have been very flexible during challenging situations and have effectively dealt with the unique complexities with my taxes. They understand the customer well, their business needs
Feb, 25, 2019 Trusted, Knowledgeable, competent and attentive. I have been using Accuretta,Inc For over 10 years for our Corporation along with our personal taxes. Brenda and her team are professional , prompt and thorough, I fee confident that we are being taken care of when that dreaded time of the year comes around. I would highly recommend Accuretta,Inc.Thank you Brenda and team for all you do, great job! All the Best, Sholeh D.Nabili
I own multiple businesses and Accuretta provides excellent professional services for our business accounting needs. We've now been using their services for past 7 years .Very fortunate to find a company with talented and professional staff. They've provided timely and accurate accounting services our needs.
Very Knowledgeable, they really helped me look at my business in a different way. I was referred to Accuretta by a colleague, and they have helped me fix a lot of issues. Within a couple weeks they resolved lingering back tack problems with the FTB, and they helped me form my new entity and really understand the way taxes work. I plan to save a lot of money this year by doing things the right way. I highly recommend Accuretta to any small business owner.
HORRIBLE, HORRIBLE, HORRIBLE! I just got off the phone with this company. I called and some woman answers the phone stating "Hello." I respond by saying "Good Morning, who am I speaking to?" Her response, "What do you need?" I question if I am calling an accounting office and she responds by saying "Yes, what do you need?" I respond, "I initially asked who I was speaking to because you answered "Hello" as if I was calling someones personal line so I wanted to make sure I was calling an Accounting office, yo
This is our 14th years with this CPA company. Excellent.
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.