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Alisa Na CPA

Alisa Na CPA

Reviews Summary

The consensus from reviews highlights exceptional service, professionalism, and expertise, with many clients praising the firm's reliability, clear communication, and thorough tax guidance. Long-term clients appreciate the team's patience, responsiveness, and dedication, especially during audits or complex filings. While most reviews are highly positive, a few criticize the quality of service, citing inaccuracies or lack of professionalism. Overall, the firm is widely recommended for its knowledgeable staff, trustworthy advice, and excellent customer care.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
Healthcare
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
Healthcare
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits

Contact Information

Address

8319 238th St SW

Edmonds, Washington 98026

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

Alisa Na CPA has been a fantastic help with my tax filings over the past two years. Dealing with property transactions made things tricky, but Alisa and her team were always prompt, thorough, and accurate. They patiently explained everything and made sure I was well-informed throughout the process. Their service fee was reasonable, and I'm glad I chose them. I wouldn't hesitate to work with Alisa Na CPA again in the future.

I have had the pleasure of working with Alisa Na, CPA, and her exceptional team, and I am beyond impressed with their professionalism, expertise, and dedication. From the very beginning, Alisa demonstrated a deep understanding of complex accounting principles and provided clear, actionable advice tailored to my specific needs. Her attention to detail is unparalleled, ensuring that every aspect of my financial situation was thoroughly reviewed and optimized. What truly sets Alisa apart is her ability to com

For many years, our family has relied on the expertise of Alisa Na CPA for both our personal and business tax filings. Alisa's profound accounting and tax knowledge inspires complete trust. We genuinely value their professionalism and the consistently prompt delivery of results. Their office ensures timely services that can be confidently relied upon for all accounting and tax requirements. Without hesitation, I highly recommend their services.

When I first started my small business more than a decade ago, a friend recommended that I contact Alisa Na, CPA. I could not have been more pleased. She is knowledgeable, professional and reliable. She walked me through the pros and cons of small businesses and takes time to explain the jargons of accounting, taxes, etc. It is always a pleasant experience when I visit her office for my tax services. All her employees are very courteous, professional and respectful. The interior design of the office i

Our company has been with Alisa Na CPA for over 20 years! While I've been working with Alisa's company directly for the past few years they have always provided quick responses and great service. I am not well versed in book keeping or anything along those lines and they never hesitate to offer explanations. Thank you so much for your help!

I've been a client of Alisa Na CPA for over 24 years. They have always been professional and accommodating. Through the years, whenever there were audits and especially during COVID, they were always generous, patient and wise about our next steps. I have opened multiple new businesses since and have and will always use them. I have the upmost faith, trust and confidence in their team.

When starting my small business I didn't have a clue how to correctly do the taxes. Alisa and her team walked me through everything in a step by step, clear and concise manner. Each year they do my federal and state taxes. Their communication is fantastic and her entire team is there to help with any question I've had tax time or not. I've used this service for two years years now and will continue to do so indefinitely. It's nice to know you have someone you can trust with good info and correct answers,

Alisa's firm has been providing some exceptional services for both personal and corporate tax filings over 10 years. Great staff, great team, and great customer service. Thank you.

I have used this company for many years. Recently I found that there is nothing too small job for them to work with clients. I had an issue with IRS and Kelly helped and resolved the problem. It was so small amount, but she took it very seriously. I can recommend if you are looking for a professional and experienced CPA.

Alisa Na CPA is an amazing experience! I was treated professionally and personally. They're completely keen and knowledgeable on what they do. I highly recommend! Two thumps up!

Alisa Na and her team were so great to work with! They were very detailed and attentive. Would recommend for anyone who needs assistance with tax filing.

Alisa has been helping me for nearly a decade. Always prompt and clear in communication - highly recommend!

Great CPA, super responsive, nice and professional team. I?ve been going to her for years and have been very happy.

If you want correct tax services, this is not the CPA to hire. Be careful, their service is very low regarding quality levels.

Not recommended. Not professional enough. plenty of better CPA in WA.

Excellent and very trustworthy CPA firm.

Frequently Asked Questions

What qualifications should I look for in a 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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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