*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.*
578 Washington Blvd #1015
Marina Del Rey, California 90292
Mari is the best of the best! She has helped me get my business finances organized and has taken the stress off so that I can focus on running my day to day business. She is very knowledgeable and just an amazing person to work with. She cares about your business as if it were her own and that is something that is extremely valuable. Best decision I?ve made was bringing her on as I try to grow my restaurant business.
Mari is a great financial advisor. With her solid knowledge and expertise in bookkeeping and financial matters she provides valuable advice to make any business more successful. Mari genuinely cares for each of her customers and makes sure to regularly spend one on one time to explore multiple options for everyone. Her clients range from single person self starters, mom and pop shops, startups in any funding stage to well established enterprises. On top of this, she is also fun to work with.
Mari is one of the best people I know, she makes my life significantly easier. She is on top of everything all the time, she answers all my emails, texts and phone calls very quickly. She explains everything and she guides me in the right direction with my business. My accountant loves her because of how well my books are organized and he in fact has recommended her to his clients because its easy for him to work with her also. I can't say enough good stuff about Mari and all I can say is, if you want one s
The best book keeping service in town ! Mari has made my life stress free she?s always available to answer any questions and helps strategize the feature of the business. Prepares my books for a smooth process to file taxes. Thank you so much for your expertise!
Mari is so great and easy to work with. She always goes above and beyond to help and creates an amazing working relationship with all. Highly recommend
I was thoroughly impressed by the knowledge and TOP NOTCH customer service of this firm. Mari and her team exemplify, the notion of true efficiency, by continuing to go above & beyond. I am grateful to have a strong and knowledgeable firm monitoring my business financials. I have referred numerous industry partners to them and will continue to do so!
Shout out to Maricarmen and her team. I am so grateful for their support and assistance with all my accounting needs. If you need someone you can trust there is no better company to hire. She is genuine and honest and extremely knowledgeable. Can?t thank them enough!
Mari (the owner) is an absolute dream to work with. She figured out my business and cleaned up my books in no time. I can finally sleep at night.
(Translated by Google) My business took a turn when I put myself in the hands of Mari Carmen. Before coming to her, I had no idea how to manage my business finances. I highly recommend her. Her prices are incredible and her work is excellent. She has the time and patience to explain everything about my business. She's always available and has a positive attitude. (Original) Mi negocio dio un giro al ponerme en manos de Mari Carmen. Antes de llegar con ella no ten?a ni idea de c?mo llevar las finanzas de mi
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.