*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.*
20700 Ventura Blvd Suite 303
Woodland Hills, California 91364
We first contacted Alexander/Hanson for our 2017 tax preparation and have been impressed with the level of service we have received with every interaction. Krista and Christopher are friendly and approachable. My wife and I had some questions about a tax implications from a mortgage and Krista and Christopher took the time to meet with us and answer all of our questions. This is a team you can trust to do a great job.
I had been researching various Certified Public Accountants since becoming a business owner. I wanted to find someone I could trust. Within minutes of talking with Chris and Krista, I knew I was talking to a genuine professionals and very nice. The entire process of signing up was informative and because of Chris and Krista communication, it was very enjoyable. The first time I contacted the firm after signing up, I received a prompt reply, complete with useful information. I feel grateful to find a hig
In 2018 my business partner and I decided to take some control of our past tax issues. Chris and Krista have been so helpful through the process of getting things back on track with both my business and my personal taxes. They have been a pleasure to work with.
The Accountant I have been using for 25 years, retired. I was in a state of panic. Talked to some friends and they highly recommended ALEXANDER HANSON, INC. I spoke to Christoper Alexander and he made me feel comfortable with his knowledge and customer service. He was able to take care of my partnership return and my personal return. He also keeps in touch during the year to be sure things are going well.
Krista and Chris are lifesavers when it comes to taking care of my taxes and books for business! They've taken care of not only my business books, but my husbands books as well as other family members taxes as well. We have an ongoing relationship, and they are always available to answer any questions. I highly recommend them!
Krista is the absolute best! She's been doing my taxes for years and I know she's going to get me the best return I can get. She is incredibly knowledgeable in tax law and I wouldn't trust anyone else to do my taxes. I highly recommend her to anyone looking for a great return at a reasonable price!
Alex took me on without hesitation when I came in with both a W2 & 2 1099's. Up until that point I had intended to use the usual suspect, H&R but Alex not only offered to save me money in spite of having the 1099's (more work), but as well, followed my instructions and finished my return in the most timely manner. I am using Alex going forward for all my tax needs and so should you!!
Chris (Alexander) and company have put together one of the most professional tax preparation operations that I've had the fortune of employing. Not only did Chris squeeze every cent out of every tax loophole he could find but he also offered to look into my previous year's taxes and discovered other flaws from my previous tax preparer. Can't sing their praises enough, recommend them for sure.
Christopher was very patient and helpful to file my taxes which were very complicated. He was willing to work with me getting my taxes done being stationed in a different city. Best thing is that they charge less than H&R block!
Unlike some people, I don't care to do my own taxes, it's makes me uncomfortable. I would normally go to other places that provided the service, but I never felt like they were looking out for my benefit. Then I came across Chris, with Alexander Hanson! Their business is to help you make the best decision related to your personal life.
I love working with Krista. She is so kind and professional and provides 100% support and guidance to ensure a quick and painless tax filing process! I would recommend her all the way! She is amazing!
Have been working with them for a few months and they've been great. Always willing to go above and beyond and will take a call with you whenever you want. They go past the basic bookkeeping for my business and help me break down our revenues/expenses even more, forecast and give me great insights. Definitely recommend for any business owners!
Chris Alexander is a very good tax advice. He immediately helped me with all my problems and is always on 24 and always friendly. He is definitely the best tax advice that a company can have !
First year doing our taxes with a professional service and very pleased with the outcome. Everything was handled online and secure, and my taxes were completed quickly! Very happy customer and we will be back next year! Thanks
Chris and his partner spent a lot of time with my husband and I filing our taxes for the first time as homeowners. They got us a very nice return and we will definitely be back next year! Thank you!!
Ended up charging me more. Worst customer service. I'm not spam, I'm a real person. Krista and Alex incorrectly filed my taxes.
New client. I was extremely pleased with their quick response time and user friendly portal to gather information and upload documents for my 2017 Returns. They were also able to amend my 2016 returns, due to an oversight of mine, and get me a large refund. Very pleased so far.
Wouldn't go anywhere else! Chris and Krista know their stuff and they are saviors when it comes to saving money on taxes or getting bigger returns. Have been with Chris for 10 years! Good people and great business
This is the best CPA around, professional, courteous, attentive to detail, concerned, straightforward, prices are fair and very competitive, it's their attention and understanding of my individual need that won me as a client. . I have recommended them to others and will continue to do so
Had a very personalized experience organizing and preparing my books for the new tax reforms. I have my own new business and am so grateful for their support.
They are the best CPAs I have ever had. They are PROFESSIONAL, COURTEOUS, AND GENUINELY care about your financial well being
Had the pleasure to work with this team! They are amazing and professional. I Highly recommend!
I would never choose to work with them based on the way they act in public and treat others. Extremely rude!
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.