*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.*
41923 2nd St STE 202
Temecula, California 92590
I had a wonderful experience working with Amanda and the team at AppleOne. From our first conversation, Amanda was professional, supportive, and genuinely invested in understanding my career goals. Thanks to her guidance, I received a competitive job offer and valuable insights that helped me in my career search. I'm grateful for the proactive support and personalized approach provided. I highly recommend Amanda and the AppleOne team to anyone looking for a partner in their career journey.
I have worked with several Accounting staffing agencies, and my experience with Danielle, Jorgan, and the rest of the AppleOne team was fantastic. I was relocating from Georgia to California, and I started the process with Daniel about a month before I was due to arrive in California. I had my first in-person interview less than 24 hours after I made it to town, and I am now starting a direct-hire position, after only three weeks of being here. Danielle and Jorgan were professional, friendly, and genuinely
I'm pleased to share my experience with the job search process. It was my first time using Apple One, and Danielle and Jorgan were incredibly quick in helping me secure a job. Their support made the process smooth and efficient. I'm excited to start this new chapter and appreciate all their assistance along the way!
I am thrilled with the outstanding service I received from Danielle Benson and the entire AppleOne Accounting Finance team. From the moment I connected with Danielle, she demonstrated exceptional professionalism, attentiveness, and dedication to my job search. She was prompt in her communication, incredibly detail-oriented, and always followed through, ensuring I was well-prepared and confident throughout the process. Her support was invaluable, and she made what can often be a stressful experience feel sea
I have been working with the Accounting and Finance team for about a year now (I did get a job through an old company I worked for so I wasn't active with Apple One for about 4 months). I have primarily worked with one of the hardest working and biggest cheerleader when it comes to finding me that "dream job" I've been patiently waiting for, and her name is Danielle Benson. She is kind, funny, enthusiastic about finding me a job, easy to talk openly with, gives great details/suggestions/tips about the posit
Amanda Hamic, my recruiter for Apple One has been the best ever recruiter I worked with!!! In a season of consistently looking for jobs, she stayed with me through the ups and downs of looking, looking and looking. Through her hard work, sweat and tears, she has done a phenomenal job in finding me the right job and the right fit. Thank you! Great job! Upwards and onwards!
I was placed by one of the most professional Employment Agency around. Knowing the history of AppleOne, and how the Agency begun, I felt very confident in the services they would provide and how candidates are valued. Throughout the entire interviewing process AppleOne Representatives Danielle & Amanda collaborated, presented, and prepared me. I was placed with a great Organization as a Direct Hire. Thank you for your dedication and commitment to all employment seekers. I highly recommend their services.
AppleOne has been an incredible resource for me over the years. They helped me find a fantastic job in the past and, now that I'm back in the job market, they're stepping up once again to assist me. The team is professional, supportive, and truly committed to finding the right opportunities and fit for their clients. They take the time to understand my skills and career goals, ensuring that the opportunities they present are a great match. I'm so grateful for their dedication and highly recommend AppleOne t
Danielle Benson from AppleOne Temecula, CA, office is certainly the best Recruiter that I have been working with. She is very helpful, persistent, and really knows how to match the Candidates to the prospect Employers. I strongly recommend her to those Job Seekers who are looking for the jobs actively. You will be able to close a deal, similar to my experience with her seamlessly.
The entire team at Apple One consisting of Amanda, Jorgan and Marcelina have worked so diligently and concisely. I highly recommend this amazing team who puts your best interest while making you feel like family, working tirelessly, and they always have your back. You all truly rock!
I worked with Jorgan & he was great. From my initial inquiry, he called back within hours and set me up with some things to do & we interviewed the next day & soon thereafter he got my placed with a job within days. He also came to my job to drop off a swag bag which was cool. Totally didn't have to do that but was a nice gesture If you're in need of a good recruiter look no further. AppleOne & Jorgan are great.
I am incredibly grateful to the Temecula Valley AppleOne for their outstanding support in helping me secure an Accounts Receivable Clerk position. Amanda & MI showed professionalism, guidance, and dedication making the process seamless, and I truly appreciate their efforts. What stood out most was their genuine commitment to my success, without any hidden fees or cuts, just honest and invaluable assistance. Thank you for going above and beyond; I highly recommend your services to anyone looking for career o
I am thrilled to share that I have officially started my new career in Accounting and Finance role! I am truly excited for this opportunity and would like to extend my heartfelt thanks to Danielle Benson for her outstanding assistance throughout the process. The support from the entire team at the Temecula Valley office has been invaluable. Big thank you to Danielle, Lisa, Jorgan and Philip who had made this transition a wonderful experience.
I want to thank Amanda Hamic. She is honestly one of the best Recruiters I have ever came across in apple one. Her amazing attitude is amazing and very professional. Her kind nature and dedication came through from the first call. Thank you for your helping Amanda.
I really appreciate Amanda Hamic from Apple One. She continued to pursue opportunities for me even when I was not able to work due to a back injury. Her persistence as allowed me accept a direct hire position close to my home. She became my advocate and was able to find a good fit for me.
UPDATE: With the help of Amanda, Danielle and the rest of the Apple One team I was able to secure a position at a great company! It was a lengthy process but well worth it and they helped me each step of the way. From interview prep and helping on negotiating starting salary, they were extremely helpful and supportive. I highly recommend working with Apple One if you are looking for a new position in your career.
AppleOne has twice placed me, first almost four years ago at a job I really enjoyed working for a guy who was a very good boss, and again now when I needed to change to work-from-home and they found me my new position. I am very grateful for the way they listen, Amanda Hamic especially, and compile what you actually want, and what your skills and experience would merit. My needs were complex and Amanda was very patient, always letting me know when she had something close. The match she came up with has b
Apple one is a great agency. I have been working with Apple one for many years with my job search. They found me the job I'm on now. If you need a job. I do recommend to try them.I'm back working now. Thank you Apple one
Thank you Appleone for providing the best experience. Amanda is amazing, she was very supportive and provided great guidance throughout my job search.
I highly recommend Danielle Benson to assist you in finding a job that fits your knowledge. I have been working with Danielle for a few years now and she is always available and ready to listen. She prepares you for the interview and immediately follows up with feedback. I admire her professionalism, knowledge and communication skills. Danielle is not just the typical recruiter that tries to find the right candidate for a company but also finds the right company for a candidate. Thank you Danielle for what
I have been working with AppleOne for over 10 years. AppleOne is the best employment agency I have ever worked with in the industry. They always offer me the highest paid positions as well as great locations. Love AppleOne!
It is always a pleasure working with the AppleOne team in Temecula. Lisa Dana and Amanda Hamic were very helpful and responsive to answer any questions I had throughout my process. Thank you!
I would like to thank Amanda as she was the one who handled my recruitment to a very reputable entity. I also appreciated how she scheduled and accomplished a virtual meeting with me that same day and arranged my interview the next day. She's very accommodating and warm. I had the chance to meet with Lisa at their office and she is equally nice too. I can tell that it is one of the most trusted recruiter one can ever know because it is being surrounded by these kind people.
My experience with Apple One Temecula Branch has been an amazing journey, specifically Amanda Hamic and Danielle Benson who were the executives who responded to my application for employment. Turnaround to set-up the interview was 1 day. Both women radiates positivity throughout the whole process of the interview and preparation for the interview. If you have any concerns or negative feelings both Amanda and Danielle looks for solutions to help you look within for your greatest strengths, which we all ha
I want to take a moment to recognize Amanda from AppleOne for her amazing support during my job search. Her timely responses and innovative approach were key in connecting me with this fantastic opportunity. I really appreciate Amanda's professionalism and commitment. Thank you, Amanda, for ensuring the process was smooth.
For the past several years, I've been fortunate to have the AppleOne team assist me in securing placement with local organizations. I had first worked with Lorie Sunga, Susan Reinis & Lisa Dana some years ago, and have recently been represented by Danielle Benson. Everyone has been consummate professionals making efforts to secure the right fit for my background, and I recently landed a new role with the help of Danielle. I'm very appreciative to have had her (and the entire staff) in my corner in helpin
This has been my first time working with Apple One and so far it has been a very good experience. Amanda has been so positive and very on top of everything making the process go smoothly.
Amanda from Apple One in Temecula found me a great job in the field of Taxation and Accounting for a CPA firm. Though it was a long process, she did a wonderful job from getting to know me and then check up on my references and then securing me an interview. I really appreciated her follow up before, during and after the job securing process. I highly recommend Apple One and Amanda for finding a right fit position.
I had a great experience with Amanda at Apple One. She was very knowledgeable and insightful, and really put in a lot of effort to find the right position for me.
I want to express my gratitude to Danielle and Lisa from AppleOne for their exceptional support in helping me secure job assignments. Their quick responses and proactive approach have been instrumental in connecting me with great opportunities. Their professionalism and dedication are truly commendable, and I am grateful for their assistance. Thank you, Danielle and Lisa, for being on top of things and making the job search process smooth and efficient.
Although I have not yet settled on my next opportunity, I wanted to express how professional and how supportive the AppleOne team has been. Danielle and Rachel have been stellar. Having never used a service like this in the past, the amount of guidance and support that is provided by AppleOne is extremely impressive. I would most definitely recommend AppleOne to anyone looking for an new job opportunity, but also great service when it comes to interview coaching, connecting you with possible employers, and
Working with Amanda H at Apple One is one of my best hiring experiences ever. She is very professional and has great tools to achieve success for all with Apple One.
I want to express my heartfelt gratitude to Rachel and Amanda from AppleOne. Their exceptional dedication and support made my job search journey incredibly smooth and successful. Throughout the entire process, they provided invaluable guidance and support. I was originally placed in a temp to hire, and I was feeling uneasy because I wanted a permanent job offer; as a result, Rachel and Amanda were able to successfully land me a direct hire with the same company. Both ladies were always just a phone call o
Danielle & Charlene have been absolutely wonderful. I wanted to find a position closer to home that didn't sacrifice my salary and they found a great company for me. I love the process, they really try and figure out what it is you're looking for in your career and match you with a company that checks your boxes. The interview prep was also wonderful, I was able to run a few things by them and get honest feedback on how to word things in an interview. Great option to utilize when looking for work. Thank you
They were quick and efficient with assisting me in getting a new position! I would highly recommend them for anyone looking in the accounting and finance space to find any new opportunities!
I just got a job through Apple One. This company has been so great through the entire process. Rachel was the first person that I met and she has been so helpful and supportive throughout the process. Then Paul had a client who was looking for someone with my qualifications and he set up an interview for me to meet with them. Trying to find a great job can be very stressful but with the help of Paul and Rachel I never lost my confidence. The most amazing thing about Apple One is that everyone I interacted w
AppleOne has been there for me since 2008! I have partnered with them multiple times over my accounting career and each time my experience is fantastic! AppleOne found me a wonderful position where I worked for 7 years, another great opportunity where I worked for 3 years and also temporary assignments when I needed that type of work. Paul, Lisa, Susan, Debra and all of the AppleOne team are outstanding at what they do. AppleOne truly wants the best for each individual and will not only find you a great pos
I had the opportunity to work with Danielle at AppleOne?s Temecula branch, specifically in the Accounting & Finance Division. Although I ended up choosing a different route due to my personal circumstances, I must commend Danielle for her exceptional work. She presented me with a fantastic opportunity that was a great fit for my skills and career goals. Danielle?s dedication, professionalism, and personalized approach were truly commendable. Her efforts to understand and cater to my career aspirations were
I was immediately impressed with the quality of employers that AppleOne hold as clients. I worked with both Rachel and Amanda, and they were both very knowledgable and helpful throughout the entire process. If you are looking for a corporate change, this is the recruitment office that puts you and the employers first.
Amanda Hamic and Danielle Benson are a wonderful team to work with if you are looking for employment and personify the human aspect of an organization like AppleOne. Their prep interview meetings have been very helpful and informative. Thank you for your assistance.
Rachel Breckenridge and Lisa Dana are absolutely fabulous! They sent me to a short-term position that was more than I ever dreamed of; it was the best place I had ever worked and I hope to return to that position in the near future! After painstakingly looking for a position that fit my criteria they not only matched my wants and needs, but actually surpassed them! I am also currently working with them for another great opportunity and have high hopes for my future with Apple One!
AppleOne, Temecula office reached out to me during my job search. They had a position to fill that matched up with what I was looking for. The team at AppleOne, specifically Amanda H. were phenomenal. I received great advice on my resume, guidance on the interview and continuous follow up. I start my new job tomorrow and I am very thankful to AppleOne.
I highly recommend Danielle Benson for your employment service needs. Danielle is based out of Temecula, California in the Accounting and Finance Division. She is very professional, friendly, and attentive to her clients. She has been reliable at communicating with me every step of the way with any questions and/or concerns that I had. I'm beyond grateful to Danielle for her assistance in helping me with my job search. She's definitely the person you want to have in your corner as you navigate through
I had a great experience working with Amanda Hamic at AppleOne. Her professionalism and communication were outstanding. Her dedication and ability to always be available was above expectations. Amanda provided me an impression of her top client and I would highly recommend Amanda to anyone seeking a recruiter.
Many thanks to Danielle and Amanda for their exceptional assistance in connecting me with a fantastic job opportunity. Their professionalism, friendliness, and willingness to listen to my inquiries were truly appreciated. I will definitely consider reaching out to them again for any future job search needs.
I was unemployed for over a year and was very skeptical when considering an employment agency, I now am going to recommend Appleone to everyone. They were so helpful and encouraging. Amanda and Danielle were amazing they made me feel excited to work again, asked what my wants and needs were and called me the next day with a job that was everything I was looking for. Thank you and your staff for everything!
I originally showed interest in a posting that Ryan had posted. I had a phone interview with Ryan and was so impressed by his professionalism and drive to find the perfect fit for me. He made contact with Lisa and Rachel in the Temecula office. I spoke to Lisa and Rachel about a position that sounded like a perfect fit. They both took the time to talk to me prior to my in person interview and even though my interview was after hours Lisa made herself available to chat with me after the interview. I am not c
My experience with Apple One was good. The staff was very good with follow-up, and they were always professional.
I want to say thank you to the Temecula office and specifically Amanda. In the 30+ years that I have been working professionally, this is the first time I have been hired for a job through a recruiter instead of through my own direct searches. Amanda was great and got me exactly the kind of position I was looking for. Can't wait to start next week.
Since I haven't worked in corporate in a few years, I decided to go through an agency and selected Apple One in Temecula. This is the place go if you are seeking employment. It has been a pleasant experience from my very first contact. My point of contact was Rachel B. and she kept me informed about a job listing as a direct hire. While we were waiting for that one, she found three other (temp to hire) jobs for me. I was pleasantly surprised. I did find something else on my own that worked out but if I had
I've worked with many recruiters in my career and I've never had someone who worked so hard! Amanda Hamic is my account executive. Amanda put her full faith in me and was tenacious about finding me the right job. She presented me to the rest of her team as a Star Candidate. As a result, one of her team members, Paul Villamil, found me a placement right away. I'm so very grateful for Amanda and Paul's help in my search and I'm looking forward to starting my new position tomorrow!
I had an amazing experience with Appleone. Rachel Breckenridge was amazing! I was offered job placement in one week . Lisa stopped by on my first day of work to say hello and delivered some goodies. Thank you for all you've done Appleone !
I had a great experience with AppleOne Accounting & Finance Temecula. We did a few helpful things: 1) We had an initial virtual interview where asked me about my priorities in job qualities (work-environment, benefits, salary, or career-growth opportunity) 2) They clearly listed what they needed for me to do on the AppleOne talent portal to get my current experience and skills listed and ready for easy access to clients when I met them for interview. I found this branch especially proactive and energetic i
I had a great experience working with AppleOne to find my current temp job! Danielle was extremely helpful and encouraging throughout the process and continues to check up on me. I am grateful that I have been able to work with this company and would recommend AppleOne to anyone trying to find employment.
I can't express the gratitude I have for Rachel, Lisa and Debra from the Temecula office. I had lost all my self confidence in job searching and honestly my work ability and Rachel truly gave that back to me. It took less than 2 weeks for them to find me an amazing job and also stay within the requirements I requested. Every single one was so sweet and sincere, I never once felt like I was a burden or that I was just a piece of paper going across their desks. I highly recommend these wonderful ladies and i
AppleOne should be the first place you send your resume when seeking employment. They set me up with my first "grown up" job 25 years ago, and my most recent position with an excellent company here in Temecula. Rachel has been such an extraordinary asset always advocating on my behalf and encouraging me every step of the way. (Thank you, Rachel!) All the ladies at AppleOne, Rachel, Susan, and Kally are the best of the best. They've walked me through every step of the process, always available to answer any
If you need assistance in finding and securing employment look no further as Apple One will succeed your expectations and needs. The whole team went above and behind for my needs! Susan worked with me one on one and provide great communication. She was always available to answer any questions I had. I would rate my whole experience a 10/10 and if need be would use them again and again. However AppleOne helped in finding my dream career.
AppleOne is amazing! Rachel is always there day, night, and weekends. She's found me so many great opportunities and with such great communication and information, she really strives for you to find the best work. It is always such a pleasure to speak to her. Thank You AppleOne and Rachel!
AppleOne did a great job finding me the current temp job I have. At first i felt a bit intimidated entering the workforce right after graduating going against candidates with many years of experience compared to my educational background and zero experience, but my recruiter(s) did great by emailing me multiple opportunities to chose which to apply to. My employer is doing an amazing job training me to efficiently navigate through the company?s accounting system and perform my daily duties.
I've been using AppleOne on and off for over 10 years. They work hard right away when you sign up and they thoroughly go through your skills to best match you with a quality job. Susan, Debra and Lisa landed me a fantastic direct to hire job that more than meets my expectations. And they did it in less than a week! Thank you ladies so much! I highly recommend AppleOne.
I am sincerely grateful for Danielle and Debra for their support and dedication during this process. In less than 2 weeks they succesfully helped me land a direct hire position at a company with lots of career potential, which is just what I was looking for as a recent college graduate with little experience. The entire process was smooth and quick, and both ladies kept exceptional communication throughout each step. It was a true pleasure to work with Danielle and Debra, and my only regret is not getting i
Amanda found a GREAT position for me! I had quite a list of requirements, she helped navigate through the interview/hiring process. Great teamwork! I would highly recommend AppleOne - Amanda and Danielle.
AppleOne has had my back for many years now! They have helped me get great positions at great companies throughout the years and have helped me yet again. AppleOne was able to place me fast get me exactly what I was looking for in a job! Danielle and Susan have been incredibly helpful encouraging in the whole process!
My experience working with Charlene and Danielle was phenomenal! I appreciated their ability to communicate effectively and listen to my employment needs and wants, and now I am excited to have landed a great opportunity with both of your help! Thank you and best wishes!
Working with Apple One, has been a great experience. Danielle Benson, Lisa and Rachel did an excellent job in placing me in a high level Accounting Position. Thank you for being such a fantastic tea.
Excellent staffing agency! By far the best staffing agency I have ever experienced! Danielle Benson and Philip Zazuetta and by far the best workers there! I love this agency! Thank you so much Apple One!
Amanda and Danielle are the best. Danielle?s preinterview process was the best. She made sure I was comfortable and confident. She told me to be my best, and her advice led me to the position I prayed for.
Rachel Breckenridge has been a good resource in my quest to find a new opportunity. She was able to see my value and worth that I provide to employers and match me with a perfect position. I truly appreciate the time she put into reviewing positions on my behalf and preparing me for my interviews. Continue to help people and provide excellent services. Thank you again and I appreciate you!!!
AppleOne has been instrumental during my job search when I was also busy with family stuff. Susan Reinis helped me find a couple of jobs within the community in which I live. She and Charlene had worked so hard to find a third job to which I was so greatful and now with the help of Rachel Breckenridge, I am hoping to find a permanent job within the community. Thank you AppleOne for all your help!!! I truly appreciate you!!! -Sincerely, Mary Joan Barcelon
I had an amazing experience with Appleone. ?Hiring made human? is such a fitting statement as they went above and beyond to help me find the perfect employment opportunity. The amount of support and positive constructive feedback received is absolutely next level.
AppleOne has set me up with 2 temp assignments in the past that led to permanent positions. The AppleOne team is very professional and friendly. They really do care, and listen to your wants and needs. I have had the pleasure of working with Danielle, Charlene, and Lisa in the Temecula office. If you're looking for work, AppleOne is a great place to start.
Lisa and her team at Apple One are phenomenal. They spent a great deal of time listening to our needs and developing a candidate list for us. They quickly found us a great candidate. She worked out wonderfully and we have since brought her on as an employee.
It has been a pleasure working with Rachel Breckenridge, Staffing Consultant at AppleOne Accounting and Finance office in Temecula. She found a job opportunity immediately which fit my experience. Unfortunately, another candidate was chosen before I could interview. This setback did not discourage Rachel to continue to help me. She classified me as a "Star Candidate? and let me meet online the team at the Temecula office. Now I have a team of professionals reaching out to their clients and letting them
The staff is amazing! I had the pleasure of working with Amanda, she was very understanding of what kind of job I was looking for and had great suggestions on what can work well for me. She is an excellent communicator and was always on top of everything, so I knew I was in good hands. I highly recommend!
Apple One is the place to go when looking for a job. We need to go outside of our comfort zone, let them see what you are capable of and trust the process that they will place you where you should be. Susan and Danielle went over and beyond and helped me get what I would say is the job I was praying for. I am excited and grateful for this new chapter in my life.
Susan R has been fantastic - she has listened attentively to what my career goals and requirements are, and submits my profile to jobs that are well-suited to my skill set. I truly feel as if she is working with my best interests in mind. One thing I have noted about the Temecula branch is that I have had an opportunity to speak with multiple people in the office and they have each been polite, attentive and immediately responsive to all of my inquiries.
If you are looking for the best team of professionals that will do absolutely everything to get you the dream job you've been looking for, look no further! Personal shout-outs to Danielle, Heather, and Beverly for their never ending supply of genuine care and aid throughout the process. Honestly, you will not find a better team out there! I highly recommend AppleOne to anyone looking for employment, family and friends included.
The AppleOne Accounting and Finance team is beyond amazing. I had the pleasure of working a summer internship with the entire Temecula team. They were some of the most impactful mentors I've had, and to see them embrace their motto of Hiring Made Human from the internal workings side was great. You won't regret working with this team!
Great experience with the AppleOne Accounting and finance team. Lisa, Danielle and Rachel were all professional, courteous, and helped me get a job. Would definitely recommend!
Working with the professional team at AppleOne in Temecula, Ca. has been nothing short of amazing. If you're looking for a career, I suggest you contact their office. They take the time necessary to fully understand your employment needs while considering your education and experience before placing you with the perfect company. I would like to personally thank Rachel Breckenridge, Susan Reinis, Lisa Dana and Judith Avalos for going above and beyond the call of duty and exceeding my expectations! Thank y
Very much recommend AppleOne. Lost several service-level jobs in a row during the government shutdowns in March 2020 and ended up mindlessly lost on places like Indeed and LinkedIn applying to jobs that certainly didn't exist, kept getting reposted, scams, MLMs, and other dead ends for almost two years. Susan at AppleOne had great connections and was able to go to bat for me and land me an interview for a great job that I start next week! I can't recommend using a place like AppleOne enough because you actu
Excellent company. They even help me with coaching resources for the interview. I feel they were by my side in all steps, I receive rapid response. I was able to succeed the interview and get a great job opportunity. Thank you Susan & Lisa and to the team behind in AppleOne.
?DON?T WASTE YOUR TIME? it's a fraud, they claim to have jobs which they don't: They don't have the connections. I don't think anybody turns to Appleone as a first source to find accounting employees, Stick to Indeed. Rachel is always claiming to be busy interviewing for job promises she doesn't have. Endless assessments which make it seem legit, they contact everyone you know as if they really found you a job?. Don't give them your references: those are just leads for them. ?? liars ?? 5-star Comments be
If you are looking for your next career opportunity in finance or accounting. I'd highly recommend AppleOne. Susan was with me every single step of the way and ensured I found the job I was looking to help further my career development. She was truly fantastic, honest, and transparent.
The entire office has been very professional in finding the right position for me. What a pleasure it is to have worked with an office that is equipped with an entire staff that is professional, knowledgeable, and authentic in their communications with me throughout this process. Whomever I spoke to when I called into the office was always professional and knowledgeable. Thanks to the entire staff at AppleOne. Special appreciations for Susan Reinis, and Danielle Benson and amazing group. :-)
Danielle Benson worked with me from AppleOne to find a position. She/AppleOne was very professional, responsive and attentive to what I was looking for in my next position.
Amanda is the consummate counselor. She has given me a job that I'm happy with. The entire staff that I dealt with was great. To date, I've totally enjoyed working with this agency.
Working with Susan has been an absolute joy. She was extremely professional, hands on, and coached me one on one through the interview process. In less than two weeks time, with her tutelage, I was able to be placed in a direct hire position with a top rated company. I would highly recommend their services as I am beyond satisfied with the end results.
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.