*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.*
1472 Encinitas Blvd
Encinitas, California 92024
Agent Amy was amazing to work with! She worked with us over a couple of months, showing us properties in different areas, making sure we found the location that was perfect for us. Once we determined our desired location, Amy consistently sent us new properties that she thought we would like, ensuring we found the perfect place! Once we finally found the home we wanted to purchase, she was very diligent with sending paperwork, working with the seller?s agent, our Broker and all other parties. 10/10 would re
Amy did an exceptional job helping us sell our old home and find a new one in our dream location. She is an excellent communicator, passionate about her work, and highly efficient in managing her time. Thanks to her professional advice on staging and her impressive social media marketing strategy, our old home quickly became one of most popular listings in San Diego. It sold after just one weekend of open house during the low season. We highly recommend Amy for her expertise, responsiveness, and dedication
Amy is absolutely superlative in her craft. My wife and I have done many real estate transactions throughout our life, but never have we felt this level of support, availability, accountability, market education, command of the financial negotiation, and thought leadership in general. Amy will be the only Real Estate agent we use for any future transactions/home purchases. More specifically, she was able to get us a sale price on our home well over our expectations. She was able to drive this elevated pric
Amy just sold my property in Encinitas, and I couldn't be more pleased with the experience. I have sold a number of homes, being an investor, and have worked with a lot of agents, and have to say working with Amy was about as effortless and challenge-less as a transaction could be. She communicates very well, and gets the job done. We will work together again here soon! Thanks Amy!
Agent Amy is tremendous. We recently relocated to SD from the bay area and Amy gave us the white glove treatment, always patient and professional and very good at distilling what we were looking for. She knows SD county very well. She prides herself on her personal service, works all hours, handles all requests professionally and manages the negotiation with her realtor counterparts like a champ. We just closed on an awesome house. We couldn't be happier with her service and recommend Amy without hesita
I had the pleasure of working with Amy on my home sale. While it was a streamline off market offer (did not go through the traditional sales process), Amy was nonetheless extremely helpful and supportive through the entire sales process. She's thorough, knowledgeable, timely, and just overall really pleasant and personable to work with. I would not hesitate to consider Amy for future real estate transaction. Highly recommend.
We had the pleasure and good fortune of hiring Amy Jensen to help us find our home in San Diego. We relocated from Northern California. We had a very specific criteria for our next home in Northern San Diego. Amy proved to be a huge step above all realtors in many ways: - She listened well to our needs, wants and wishes; - She was incredibly patient, persistent and tenacious with our home search; - She was super at staying within our budget and never once tried to upsell us; - Amy was extremely fair, know
I cannot recommend Amy highly enough. From start to finish, she exemplified what it means to be a diligent, passionate, knowledgeable and most importantly, trusted partner. Throughout the entire process, she consistently went above and beyond to ensure that every aspect of our home buying experience was smooth and stress-free. Whether buying or selling, hiring Amy will be the single greatest decision you'll make in the process.
Amy Jensen is a one of a kind professional real estate agent. Being new to the San Diego North County market, she took the time to first understand what was important to us in a new home. She kept us focused on finding the house we loved. To say that Amy works hard is an understatement. She was responding to our inquiries from her vacation in Japan. Amy?s ability to connect with listing agents and understand their needs and wants were crucial as we navigated through a multiple offer situation. From home
Amy is kind and professional. She kept me informed throughout the process and always negotiated for the best deal. I refer her to anyone with real estate needs.
Amy was fantastic to work with. We used Amy to sell and buy a house in a tight schedule/coordinated fashion. Amy?s familiarity with our neighborhood and the areas we were interested was so helpful. Everything from schools, to services, to types of events in the communities , and familiarity with the various HOAs and their challenges. It was great that every house Amy took us to see was a real option. Amy was very good at understanding what we needed/wanted and brought only those to our attention. On
Amy did a great job selling out home in Carlsbad. She had the right Marketing plan and knew how to add special features on our home sale to "close the deal". Amy is the best
Amy is that rare and special Real Estate professional; on the one hand she is a contagiously warm, loving and thoughtful person, while on the other a tough negotiator with an eye for the details. We have worked with Amy for many years, and from the beginning we understood why Amy was so highly regarded in the industry. Her tenacity to get her clients across the finish line is bar none. What makes Amy unique is her ability to anticipate ?could be issues? that aren't even on the client?s radar, or they would
Amy Jensen is a phenomenal real estate agent. I have had the privilege of working with her for seven years now. Amy's expertise and tenacity produces a high quality product with outstanding returns. Her property photos and home sales price are testiment to that. Best of all Amy is fun, fair, direct and a great person! Anyone would love working with her!
Buying a house can be a pretty complex and stressful process but with Amy on your side you can rest assure things will go smoothly. As first time buyers we are thankful for Amy?s knowledge of the market and expertise to get as our dream home.
Amy Jensen was our realtor for the sale of our home as well as the purchase of our new home. Amy is phenomenal. From negotiating the sales price of our home to the purchase price of the new home, to every inspection, walk through, signing or appraisal...Amy was there. Professional, detail oriented and sharp. Any knows her neighborhoods, schools, down to the street and even the block. Her level of local knowledge is unsurpassed. I would ask Amy to handle any future real estate transactions we have wit
Amy will get the deal done for you no matter what! She will go to the ends of the earth to accommodate and help you. She really has your back. Not to mention, her knowledge of homes as well as the escrow process will ensure that everything is smooth. She will warn you and advise you on anything that she sees. She is extremely attentive and doesn't miss a beat. LOVE AMY!
Amy was fantastic! She took us out on multiple days for many home showings, and was very astute at showing us ones that we were interested in, based on our feedback to her. I never felt like she was pushing me in to anything, and she gave us very honest feedback about both the pros and cons of different homes and locations. I would not hesitate to recommend her to anyone!
Agent Amy made our home dreams come true. She is professional and knows the market very well. She sold our home quickly and negotiated a new dream home for us.
The best in the business! Highly recommend if you're looking to buy or sell to hire Amy
10 out of 10! Amy is the best of the best. Highly recommend :)
I cannot say enough great things about Amy! Her professionalism and knowledge make her an absolutely outstanding realtor. No one will work harder for you, she is absolutely AMAZING!
Amazing experience working with Amy. She knew exactly what we needed and how to deliver. Will continue to work with her for all of our future endeavors.
Amy was very professional and a joy to work with. Valery
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.