*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.*
2135 W Lincoln Ave
Anaheim, California 92801
I highly recommend Anaheim Tax Services, I have been using their service for the past 5 years. They are very understanding and helpful. Thank you Gul Bahar Khan.
First time here and Sofia was very nice and helpful thank you will be coming back
David's been doing mine and my family's taxes for a while now. He's great and affordable. I would definetley recommend their services.
Great service: friendly, patient, knowledgeable, super inexpensive for greater result for your tax return! I?ll be back next year! Highly recommended!
I was very pleased with the service. Gul Bahar did my taxes. I was worried I might owe the IRS but Gul managed to get me a refund. He answered all my questions and was very professional. The price was very good. I would definitely recommend.
By far the worst company you could ever deal with these people new wat tjey were doing and were cheap about and scamed me . Did my taxes there 2 years ago they seemed good but this year they tried over chrging me and after they made a mistake on filing for me so irs now is doing a review on me and all because they wanted to steal and cheat from me do not go there i will not recommend after all they did not charge but still not helpful so please be carful and do not use them
These guys helped me the most they could. I am satisfied with the results. Totally recommend them.ill be back next year.
Stone bro'$ since 2015 business disagreed deals as my interrupted financially misused privacies as the facts of financial results seen officially stated by briely of my shown cheked printed out receipts due to the threats related reasons as i explained 4 the disputed dtailed shares of my social media ways as they pressured the picky price they made Me unable to pay my planned unorganized privacies as the future randomn finance as wrongs of their choices is not my own choice of wanted financial rights not to
I first found out about this company on the Internet and then when I went to go do my taxes they did an excellent job. I totally recommend!!!
They were very helpful and I'm glad I decided to go with them for my taxes. Cheapest place I found
Knowladgable Available and very fast service Will use services again
Beautiful people always honest and trustworthy. This people that work here I considered them my friend always looking out for my best interest
Very helpful and knowledgeable and affordable
Excellent service and very affordable
Open your business on time! And get a answering machine.
Phone number listed is a fax ??
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.