*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.*
1230 San Fernando Rd Suite G
San Fernando, California 91340
(Translated by Google) It's my second loan with them, Elsa Ortez and her boss, whose name I don't remember, helped me a lot. They are very kind and explained everything clearly. Thanks to their support, I got the loan. (Original) Es mi segundo pr?stamo con ellos, Elsa ortez y si jefa que no recuerdo su nombre me ayudaron much?simo son muy amables y me explico todo con claridad ,gracias a su apoyo octube el pr?stamo,
(Translated by Google) I am very grateful because I applied and brought my two friends and they rated them quickly. We will also be sending you more people. Ask for Tatiana, very professional. I will be recommending some events that will help you. Thank you very much ?? (Original) Estoy muy agradecida ya que aplique y traje mis dos amigos y ellos los calificaron r?pido tambi?n te estaremos enviando m?s gente pregunten por Tatiana muy profesional te estar? recomendando unos eventos q te van a ayudar Mucho g
(Translated by Google) I came to make an application the next day they gave me my loan I highly recommend this place they explained everything to me and educated me about my credit I recommend Miss Tatiana since I came because I was recommended by her and I was very happy thank you (Original) vine hacer una aplicaci?n al.dia siguiente me dieron mi pr?stamo recomiendo mucho este lugar me explicaron todo y me educaron sobre mi cr?dito le recomiendo la se?orita Tatiana ya que yo vine por que me recomendaron p
(Translated by Google) I came to make my loan, the staff is very friendly here, if they give you support, they read everything as it is, they explain it to you and they even educate you about your credit. I liked how professional Miss Tatiana was. Thank you for your financial support. I highly recommend it. (Original) Vine hacer mi prestamo el personal muy amable aqui si te dan apoyo te leen todo como es te explicsn y hasta te educan de tu credito me gusto lo profesional que fue la senorita tatiana grscias
(Translated by Google) I came because of Google's internet ad. It's true. The service they provide is very friendly and they help you understand the credit and payment methods that are very clear. Tatiana, I recommend her, very clear and very kind. I'm going to recommend my friends and clients to her. Thank you, lady. (Original) Vine por el anuncio en internet de google es verdad es servicio que dan es muy amable y te ayudan a entender el credito y formas de pago muy claras tatiana la recomiendo muy clara
(Translated by Google) Very bad service. I went to apply at the store and brought all my paperwork. They told me they would call me, but I never received the call. Then I called only to be told no. But then I went to Oportun and they applied for me in seconds. I left the same day with my money. Thanks, Oportun. Aura is so good. The same owner of Oportun also lends money through Dollex. Ask about personal loans there... they also apply instantly. (Original) Muy mal servicio fui a plicar ala tienda y lleve t
(Translated by Google) Well, thank you very much in advance for the support you gave me with the loan. I appreciate it, and my experience with the friendly service from the representatives who treated me very kindly. Thank you. (Original) Bueno de ante mano muchas gracias por el apoyo del prestamo que me isieron. Se loa agradesco y pues mi esperiencia con el trato tan amable con las representantes que me atendieron muy amablemente. Gracias
(Translated by Google) It is very easy to qualify for a loan and apart from that the staff that works at San Fernando financial support are very friendly and provide excellent service. I think that everyone who comes to those offices qualifies because they look for a way to help you. (Original) Es muy f?cil calificar para un pr?stamo y aparte de eso el personal que trabaja en apoyo financiero San Fernando son muy amables y brindan un excelente servicio yo pienso que todo el que llegue a esas oficinas ca
(Translated by Google) I loved the staff, how they help, this is my second loan, I really like how Tatiana served me, I recommend coming with her, my wife and I are happy, thank you (Original) Personal me ha encantado como si ayudan este es mi segundo prestamo me gusta mucho como me atendio tatiana recomiendo vengan con ella mi esposa y yo estamos contentos gracias
(Translated by Google) I went to ask for a loan and it took them a week to tell me that they weren't going to give me the loan. I needed the money and I told the girl that I needed it quickly and then I told her that I didn't have credit and she still told me that it was okay not to and I had to wait for them to tell me that it didn't affect me. They give it to you in a timely manner and then if you qualify and you don't have to have credit to be approved. (Original) Yo fui a pedir un pr?stamo y dur?ron un
(Translated by Google) I want to recommend this loan place they gave me a quick response I recommend coming with Miss Tatiana she explained it to me she gave me education about my credit I was happy thank you financial support (Original) Quiero recomendar este lugar de pr?stamos me dieron respuesta r?pido recomiendo venga con la se?orita Tatiana ella me explico me dio educaci?n de mi cr?dito qued? contento gracias apoyo financiero
(Translated by Google) I recommend this place, the customer service is very good and having a loan with them has several benefits, including: Early settlement without having to pay interest in advance or penalties, possibility of renewing without finishing paying the entire loan, etc... (Original) Recomiendo este lugar, el servicio al cliente es muy bueno y tener un pr?stamo con ellos tiene varios beneficios, entre ellos: Liquidaci?n anticipada sin tener que pagar inter?s por adelantado ni penalidades, pos
(Translated by Google) The employees are very friendly, Maria Negrete did everything possible to help me, the process was super easy! Many thanks to Apoyo Financiero, I recommend them! (Original) Los empleados son bien amables, Maria Negrete iso todo lo possible por ayudarme el processo fue super facil ! Muchas gracias a Apoyo Financiero se los recomiendo!
(Translated by Google) Miss Belen helped me. Very attentive and cordial. They gave me the loan quickly and answered my questions. Very happy with the service they provided me. Thank you so much. (Original) A mi me ayudo la senorita Belen. Muy atenta y cordial. Me dieron el prestamo rapido y respondieron mis preguntas. Muy feliz con el servicio que me brindaron. Muchas gracias.
(Translated by Google) Hello, I want to tell you that I came to support making an application on this day. Miss Tatiana helped me, very kind. I highly recommend this company. They explain everything very well. I recommend this service. My name is Sigfredo. (Original) Hola quiero decirle que vine apoyo hacer una aplicacion en este dia me atendio la senorita Tatiana muy amable Le recomiendo mucho esta compania le explican todo muy bien recomiendo este servicio me llamo sigfredo
(Translated by Google) They don't help as they say, they look at your credit when they tell you that your credit doesn't matter... but if it does, they are liars and when they check your credit, that check will make sure that your credit goes down significantly and they don't tell you that... . (Original) No ayudan como dicen ellos se vasen atu credito cuando ellos te dicen k no importa tu credito...pero si importa son unos mentirosos y cuando te checkean tu credito ese checkeo te ase k tu credito baje vas
(Translated by Google) Thank you very much financial support for your support I am very happy with you very good customer service and very quick to respond staff always very very friendly I recommend this place (Original) Muchas gracias apoyo financiero por su apoyo estoy muy contenta con ustedes muy buen servicio al cliente y muy r?pidos en responder personal siempre muy muy amable recomiendo este lugar
(Translated by Google) Customer service is excellent from the moment you enter the town. The staff is very friendly. I recommend financial support. Ask for TATIANA. She helped me with everything. (Original) la atenci?n al cliente es exelente desde que entras ala localidad, el personal es muy amable, recomiendo apoyo financiero, pregunten por TATIANA ella me ayudo en todo
(Translated by Google) I came to do my renewal they gave me my second loan quickly I recommend this place very friendly staff Tatiana helped me I recommend coming with her thank you (Original) Vine hacer mi renovacion me dieron mi segundo prestamo rapido recomiendo este lugar personal muy amable me ayudo Tatiana recomiendo vengan con ella gracias
(Translated by Google) Financial support is the worst financial support that exists in all of Los Angeles, they wasted my time, they ran my credit and confirmed that everything was fine. A day later they tell me that my application is rejected, they play with their clients, they suck (Original) Apoyo financiero es la peor financiera que existe en todo Los ?ngeles me hicieron perder el tiempo me corrieron el cr?dito y confirmaron que todo estaba bien. Un d?a despu?s me dicen que mi aplicaci?n la rechazan ju
(Translated by Google) Maria Negrete, an excellent lady, treated us very well and took the time to explain in detail the help that she offers financial support. (Original) Maria Negrete una exelente se?orita nos atendio muy bien y se toma el tiempo explicandole por detalle la ayuda que le ofrece apoyo financiero
(Translated by Google) Super bad service, the worst place to ask for a loan, they fill you with checks, you can't change them, they charge more interest, there is no payment by phone, you have to go to the branch, ugh, the remedy is worse than the disease. (Original) Super mal servicio el peor lugar para pedir un prestamo te llenan de cheques no los piedes cambiar cobran mas intereses no tiene pagoa por telefono tienes que ir hasta la sucursal uff sale peor el remedio que la enfermedad
(Translated by Google) I am very grateful for the good service they gave me. Belen helped me and was very kind. (Original) Agradezco mucho el buen servicio que me dieron. Belen me ayudo y fue muy amable.
(Translated by Google) Everything was sensational, I have been with them for a couple of years now and their effectiveness and desire to help people characterize them!! I am happy with financial support!! (Original) Todo fue sensacional, estoy con ellos ya hace un par de a?os y su efectividad y las ganas de ayudar a la gente los caracterizan!! Soy feliz con apoyo financiero!!
(Translated by Google) Thank you for your support and how you educated me about my credit. Thank you, Tatiana. I will recommend you to my colleagues. (Original) gracias por su apoyo y como me educaron sobre mi credito gracias tatiana voy a recomendarla con mis companeros
(Translated by Google) Tatyana.... It was excellent how they explained my payment methods to me, and my payments were comfortable, They treated me wonderfully. Thank you. (Original) Tatiana .... Fue excelente como me explicaron mis formas de pago, y mis pagos fueron c?modos, Me atendieron de maravilla. Gracias.
(Translated by Google) I like this loan place I recommend This place helped me Tatiana, thank you very much for educating me about my credit (Original) Me gusta este lugar de pr?stamo recomiendo Este lugar me ayud? Tatiana muchas gracias por educarme de mi cr?dito
(Translated by Google) Today she comes to this store and it was excellent attention, very professional, I recommend it and it is very easy and thank you very much, Tatiana, excellent person. (Original) Hoy dia viene a esta tiemda y fue una Exelente attention muy profecionales se los recomiendo y es muy facil y muchas grasias tatiana exelente persona
(Translated by Google) Thank you very much, I came to make an application and Miss Tatiana helped me. I am very happy and grateful. I will recommend it to my friends. Thank you, Tatiana. (Original) Muchas gracias vine hacer una aplicaci?n y me atendi? la se?orita Tatiana estoy muy contento y agradecido voy a recomendar a mis amistades gracias Tatiana
(Translated by Google) My experience was good and the best thing was that my doubts regarding the loan were clarified instantly!!...???? (Original) Mi experiencia fue buena y lo mejor fue que mi dudas con respecto al pr?stamo fueron aclaradas en el instante!!...????
(Translated by Google) Very good loans, it is recommended to make one (Original) Muy bueno los prestamos se recomienda aser uno
(Translated by Google) They gave me good treatment, good service, thank you for financial support, I recommend it. (Original) Me dieron un buen trato, buen servicio, gracias apoyo financiero, lo recomiendo.
(Translated by Google) Congratulations, thank you for your speed. I applied today and they gave me a response in 1 hour thanks to ashley yahaira (Original) Felicidades gracias por su rapidez Aplique hoy d?a y me dieron respuesta en 1 hora gracias a ashley yahaira
(Translated by Google) Many thanks to Maria for her help, she was very kind, and thanks to the company for any emergency. I recommend it. (Original) Muchas grasia a Maria por su ayuda fue muy gentil y grasias a ala compania por cualquier emegercia lo recomiendo
(Translated by Google) Thank you for your help Tatiana, very kind, I will recommend my friends to come with you, thank you (Original) Gracias por su ayuda Tatiana muy amable recomendar? a mis amistades que vengan con usted gracias
(Translated by Google) Tatiana was excellent, very grateful for her kindness and support, thank you (Original) Tatiana estuvo excelente muy agradecido por su amabilidad y apogo gracias
(Translated by Google) Very good service with Tatiana, super recommended (Original) Muy buen servicio con Tatiana super recomendado
(Translated by Google) Thank you, because the process was fast, and the girls were very friendly, (Original) Gracias, porque el proceso fue r?pido, y las muchachas muy amables,
(Translated by Google) I liked the good service and the speed with which they supported me. (Original) Me gusto como fue la buena atenci?n y la rapidez con la que me apoyaron
(Translated by Google) I recommend this service... Maria Negrete helped me (Original) Recomiendo este servicio..QUE me atendi? Maria Negrete
(Translated by Google) I recommend this place, go with Miss Tatiana, very professional, thank you Tatiana (Original) Recomiendo este sitio valla con la senorita Tatiana muy professional grasias Tatiana
(Translated by Google) Very fast, very friendly, everything very clear (Original) Muy r?pido muy amables todo muy claro
(Translated by Google) Excellent work by all employees Thank you Bel?n. A good job. (Original) Eccelente trabajo d todos los empleado Gracias Bel?n. Un buen trabajo.
(Translated by Google) I gave them all my information, I met all the requirements and they agreed to call me to let me know and nothing. (Original) Les di toda mi informaci?n cumpl? con todos los requisitos y quedaron de llamarme para avisarme y nada
(Translated by Google) Very good service, great customer service, perfect attention (Original) Muy buen servicio mucha atencion al cliente perfecta su atencion
(Translated by Google) I liked the treatment they gave me and the ease of loan (Original) Me gusto el trato que me dieron y facilidad de prestamot
(Translated by Google) Very good experience, it is recommended and the staff is very friendly. (Original) Muy buena experiencia es recomendable y el personal muy amable
(Translated by Google) Thank you for your trust. Financial support (Original) Gracias por Las confiansa De se parte De apoyo financiero
(Translated by Google) Tatiana good service thank you very much (Original) Tatiana buen servicio muchas gracias
(Translated by Google) Excellent service and kindness! Very professional! (Original) Exellente servicio y hamabilidad????????!!! Muy profesionales!!
(Translated by Google) Kindness, experience, attentive. Thanks for the help (Original) Amabilidad,experiencia,atentos.gracias por la ayuda
(Translated by Google) They are excellent at everything (Original) Son excelentes en todo
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.