*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.*
17671 Irvine Blvd STE 103
Tustin, California 92780
I have had the pleasure of having Nina Afshar handle both my personal and corporate taxes for several years now. Throughout this time, I've consistently been impressed with her level of expertise, dedication, and thoroughness. Her guidance is always on point, ensuring that I receive the maximum returns possible, while still adhering to all the many rules. Nina not only offers me exceptional accounting services, but she had provided valuable advice that has helped me make informed financial decisions. Her c
Afshar CPA has really helped us get our books in order and provided excellent advice and support over the past few years. The Owner, Nina Afshar, is an excellent CPA but also just a great person. I highly recommend this company!
Nina and her team do great tax work. I have never met a CPA that is as responsive and available. She is tough (from Chicago) and has a great sense of humor. I highly recommend Afshar CPA if you are looking for a professional CPA team that specializes in tax & accounting for individuals, families and small businesses.
Nina has been a good fortune to find. After struggling for years with inept accountants and errors, we stumbled on Nina's services who were thorough and corrected the previous errors. She has been willing to "roll up the sleeves" when needed, she is available constantly, she has knowledgeable coworkers, a great communicator and minimizes my liabilities. Her attitude is always professional and a great member of the community.
Nina Afshar CPA is the best. They are very knowledgeable and take the time to explain most complicated tax concepts in a way that is clear and to the point. They work with you to find the answer that makes the most sense for your specific needs and are very diligent in their efforts to follow up and file on time.
Nina responds quickly and is very attentive to all details that are important to me. She offers her service at a good value and is wonderful to work with. So thankful for this help! Highly recommended.
The lady that answered the phone laughed at my tax related question. Said it's not an appropriate question for a Sunday? She didn't have time to answer my question because "the answer to that is too long".??? Then why answer phones on Sunday. Super hilarious response. Its too bad bc her firm missed out on a big tech company being part of their portfolio of clients. Why answer the phone?? Let it go to voicemail lady! Don't @ me.
Overpriced and poor quality service. Lack of communication and won?t respond to questions despite numerous emails. The staff was incredibly rude and Nina without question took their side over the customers lol. I went back to my old CPA and it?s so nice knowing I?m not being taken advantage of.
Nina and her years of service will speak for itself. Call her. You'll never need another 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.
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.