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Andrew P. Dragotto, CPA

Andrew P. Dragotto, CPA

Reviews Summary

The reviews consistently highlight exceptional professionalism, expertise, and reliability. Clients praise the clear communication, personalized service, and deep knowledge of tax and accounting matters. Many appreciate the efficiency, affordability, and stress-free experience, often noting years of trust and satisfaction. The responsiveness and transparency are frequently mentioned, along with strong recommendations for both personal and business tax needs. The overall sentiment is overwhelmingly positive, with repeated emphasis on the high level of care and integrity.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
Outsourced Accounting
Small Businesses
Freelancers
Individual Taxpayers
Professional Services
QuickBooks

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
Payroll
Tax Preparation
Tax Planning
Outsourced Accounting
Small Businesses
Freelancers
Individual Taxpayers
Professional Services
QuickBooks

Contact Information

Address

100 E Thousand Oaks Blvd #139

Thousand Oaks, California 91360

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-3PM
Tuesday 8AM-3PM
Wednesday 8AM-3PM
Thursday 8AM-3PM
Friday 8AM-3PM
Saturday Closed

Customer Reviews

As a financial advisor and client I trust Andrew with both my tax needs and my client's tax needs. He is quick, affordable, and very precise. I will continue to recommend my family, friends, and clients to his great practice.

I have used Andrew for a few years now. He helps me with my S-Corp business taxes as well as my personal taxes. Andrew knows his craft well. He always answers questions I have promptly. I appreciate his professionalism, and how genuine of a person he is. I strongly suggest using Andrew for his service if you want a CPA you can trust.

It's been great working with Andrew and having him take care of all my tax needs. I own 2 companies, which means my taxes, bookkeeping, a d planning are extremely stressful and overwhelming. He's very easy to work with, explains everything in ways I can understand and lays it all out for me. I've had a few accountants in the past, but Andrew and his complete resources have been by far the best. Highly recommend his services, advise, and professionalism

We've been going to Andrew for a few years now and we're so happy to have him! He's very professional and super friendly. My wife and I would (and do) recommend him to anyone looking to get their taxes done.

Andrew is the best in the business. He takes a personal approach to his clients and always makes you feel welcome. His knowledge and experience with tax law and financials is unrivaled and he is very transparent ever step of the way. His communication is excellent and is up-to-date with all the latest technology!

Andrew is a very kind hearted individual who was able to help me file my tax returns on time. I had a tax notice from the IRS and FTB and he was able to help me resolve the issues. He's very knowledgeable in his practice and was able to answer any questions I had. He is excellence in his profession and I am sure that his company will continue to grow.

Andrew is a rare find in the world of accounting services. We've been with him for many years and he's always provided us with great service, advice, care, and a proactive approach that makes us feel lucky to have found him. Every single person we've sent to him has returned with glowing reviews as well! Can't recommend him enough!

We have been dealing with Andrew for several years. Our experience has been fantastic and his responsiveness and professionalism is second to none. He has helped us in several areas that we had no idea what to do. I would recommend his services anybody looking to take stress off of their accounting.

Andrew does an amazing job! He is efficient, professional, and executes his work with integrity. He has always treated my wife and I with the utmost respect. We highly recommend his services!

I've been using Andrew to prepare my taxes for years now. I would never trust anyone else. Andrew is very transparent when it comes to my taxes. I highly recommend him.

I have worked with Andrew for several years now! He is incredibly trustworthy, articulate, detail oriented and knowledgeable in his field. I would never even THINK about going anywhere else for my taxes.

I've used another CPA for years and didn't really know any difference. This year I used Andrew Dragotto for our taxes and realized how much I've been overcharged. Andrew was extremely efficient and thorough. The whole experience was painless and satisfying. I highly recommend him. Thank you

I have been going to Andrew for over five years now and as a student and a member of the military I always brought with me a complicated series of forms. Andrew has always been quick to help me and get me great returns despite the difficulties of my case.

I chose to go with Andrew to relieve the stress of doing my taxes this year and I couldn't be happier. Andrew was incredibly communicative and fast with getting them done, and at a fair price.

I've been working with Tom & Andrew and they have helped me prepare my taxes for almost 8 years. I love that they are easily accessible, knowledgeable, local and they helped me save alot of money. Great team!

Andrew and Tom are the best. They have been helping me for years and are true professionals. I trust them 100%. Great guys and super good at what they do. Thanks for everything!

We've been using Andrew for a few years. He's very efficient and timely. Whenever we have questions he answers them promptly. Very responsive and professional.

Andrew has been a pleasure working with , he is professional, knowledgeable from accounting to audit support ! Thank you Andrew for your services .

Andrew is very professional and knowledgeable. I would recommend him to anyone who needs financial services.

Excellent tax preparer. Good communication skills, very knowledgeable and conscientious.

Extremely professional work great quality and quick Service . I would recommend this place to everyone. It's the best.

Great and fast service Highly recommend !

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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