*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.*
3338 Tweedy Blvd
South Gate, California 90280
Very good service!!!.. I will definitely be back every year. I had some 2 years that I did not do my taxes and I was scared to do them because I feared I was gonna have to pay a lot. Luckily I found this place and they helped me right away. Very patient and knowledgeable. I am very please with the service and the results.. Five out five!!!
I use to do my taxes somewhere else before my old tax experts put in some REAL legal trouble by promising a better return on my check, little did I know, that place was a scam and I ended up owing thousands of dollars back to the IRS, I didn't know where to start or what to do, the staff here help me get on the right track with the IRS to get the best return every year. The best you can get around here if you really wants things done right, they really do this right the way it should be done. Check in with
Love the customer service. They treat you really good and help you a lot. Very recommended
(Translated by Google) I have been preparing my taxes with Angelica for several years and she has always helped me a lot. During the pandemic I got credits that I didn't imagine, and all legal ???? the best service, I highly recommend. Their new location in South Gate is also very central and there is plenty of parking at the back of the office. (Original) Tengo varios a?os preparando mis taxes con Angelica y siempre me ha ayudado en mucho. Durante la pandemia me consiguio creditos que no imaginaba, y todo
(Translated by Google) I have been doing my taxes at the same place for over 10 years. This year I decided to try something new and went to Amigo Notary tax, and I am more than happy, Ang?lica was very kind, professional and knowledgeable about what she does, I had many questions and she was able to answer them and explain them well. I really recommend this place and I will return next year! Thank you (Original) He estado haciendo mis impuestos en el mismo lugar durante m?s de 10 a?os. Este a?o decid? prob
(Translated by Google) Excellent service... they helped me a lot, the girls are very professional and make you feel confident... (Original) Excelente servicio.. me ayudaron mucho, las chicas son muy profesionales y te hacen sentir en confianza..
(Translated by Google) Very good attention. From the moment I walked into their office, the staff was extremely friendly and professional. (Original) Muy buena atenci?n. Desde el momento en que ingres? a su oficina, el personal fue extremadamente amable y profesional.
(Translated by Google) Very good attention and services 100% recommended with complete security (Original) Muy buena atenci?n y sus servicios 100% recomendados con toda seguridad
(Translated by Google) Very good service, 100% transparent and they clarify any questions. ???? (Original) Muy buen servicio, 100% transparente y te aclaran cualquier duda. ????
(Translated by Google) I loved it ?? very good service and excellent detailed information, I recommend it 100% (Original) Me encanto ?? muy buena atenci?n y excelente informaci?n detallada, se los recomiendo 100%
(Translated by Google) Excellent service, very friendly staff (Original) Excelente servicio, personal muy amable
(Translated by Google) Excellent service! Thank you! Very friendly! (Original) Excelente servicio! Gracias! Muy amables!
(Translated by Google) The best!!! Super friendly and trustworthy ?? (Original) Los mejores!!! Super amables y confiables ??
(Translated by Google) excellent service and very economical (Original) excelente servicio y muy economico
(Translated by Google) Very good service. (Original) Muy buena atenci?n.
(Translated by Google) Excellent service, very friendly (Original) Excelente servicio, muy amables
(Translated by Google) Excellent service ?? (Original) Excelente servicio ??
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.