*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.*
160 Centennial Way #20
Tustin, California 92780
My husband and I have had Mike Safari do our taxes two years in a row. We have complicated taxes with lots different schedules that need to be documented. I am self-employed so I go to great lengths to keep track of my expenses. He is very thorough and goes through each section so he makes sure to get the numbers correct. He will look at the numbers and ask questions to make sure we are putting the expenses in the correct bucket. You don't want an accountant that just looks at what you have written down and
I went to Mike for the first time this year and I can confidently say that I will be returning year after year for his services. As a new business owner, I was worried and stressed about having my taxes done but Mike held my hand through the process. He made it an easy and comfortable experience, which most people can't say about getting their taxes done!
My wife and I had Mike help us with our taxes for 2019 and we are happy we did! He was WAY more thorough then the basic HR Block type tax firms. Mike was sure to know everything about us to ensure we go all the deductions we possibly could. And it worked! We were worried we would owe a significant about this year but instead, we got a huge return! Thanks, Mike!
My tax preparer retired and I was wondering who can prepare my taxes as good as my retired CPA. Then I found Mike Safari who is also a CPA and has masters in accounting and is a part-time university professor in accounting. Now I have the peace of mind that my taxes is prepared by a professional with 35 yers of experience. Special thanks to him & I strongly advise to used his services & you can have peace of mind too.
I recommend Mike highly . He does my taxes for many year and also he is a great consultant. I always get his advise for all my investments and Related subjects. He is the best .
Best Accountant ever!!! Very Kind and Professional, I recommend Mr. Safari highly, since he has more than 30 years experience. If you need a good advise for your business do not hesitate to call him.
I strongly suggest that you deal with this kind man and his wife. They helped me a lot in getting a tax number and helped me with information without any charge. I strongly recommend that you deal with them.God bless them
He genuinely cares about the well being of every single client and he?s sure to guide you through every step of the way. (Because let?s face it, no matter what your needs are, accounting can be complicated.) His knowledge and experience will surely speak for itself upon the first consultation, guaranteed.
He is the best tax preparer. He has helped me for 4 years to file my tax. I highly recommend him to handle your tax returns!
Mike is extremely knowledgeable, sharp, friendly and so kind. I highly recommend using Mike for all of your tax related needs!
Thank you for the fast and great service, I recommend Mr Safari as a great CPA I?m so happy working with him every year on my tax preparation. Thank you
Great & fast service thank you Mike!
Mike and his team is professional and responsive.
Very experienced and easy to work with.
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.