*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.*
5973 Avenida Encinas STE 200
Carlsbad, California 92008
update.... Just have to say again that ABMG Inc., Larry, & Myranda are absolutely phenomenal CPA's / business managers / tax preparers. I've been working with them for nearly a decade. I think they fully understand ARTISTS and the whole 1099 & independent contractor world. I appreciate them sincerely and recommend all of my creative friends to them. I fully trust Larry & Myranda with the financial aspects of my business. Plus, they send their clients the cutest holiday gifts.... who else does that!! Thank
I've been with ABMG over 3 years now. The service from both Larry and Allie is really top notch. Always patient with me and answers all of my questions. Thank you so much for your great service !
We are a commercial real estate holding company and had the pleasure to work with ABMG for over two years now. We have nothing but positive comments about every aspect of our dealing with this company. "Knowledgeable", "accurate", "prompt", "responsive" and "flexible" are examples of attributes I can name. Totally recommend.
I came on board with ABMG because my parents refereed me, Great move on my part. ABMG's owner Larry Lerner and entire staff have always been so helpful and professional. Definately here to stay!
This office gave me hands down the best accountant service I've experienced to date. Customer service was amazing, the actual service was exemplary and I recommend to everyone. I will return every year they are available. Allie thank you for your amazing service!
Our first experience with you made us very happy. Dylan did a wonderful job! He was very professional?.we will use him for many years to come! Thanks Dylan!
ABMG was a huge help in handling my late father?s estate. Larry provided clear advice on trusts and estate planning, making a very complicated process easier to navigate.
I used ABMG for my taxes this year and they were amazing. Saved me a lot of time and saved me a lot of money. Super efficient and organized. Highly recommend.
Very impressed! This was the first time my husband and I used a tax preparation company to help us with our taxes. Allie and Larry made everything so simple. We were surprised with how smooth the process was. We'll definitely be using their services again next year. Highly recommend!
I have been provided excellent services for many years at Artists Business Management Group they have the most professional service and an amazing team they are able to tailer your bussines according to your time and need always super profecionals ready to help you and answer any questions at any time I would recommend this services to anybody who is tired of comic and unprofessionals out there they simply the best that's why they are call artists !!!!!!!!!
Abmg has been doing my taxes for years and they?re the best! They always work with me to find all my expenses for the year which helps me owe less in taxes.
I've been filing my tax returns with Larry and Allie for the past few years, and honestly it's been an amazing experience. Larry was able to meet with me, help guide me through what would be best for my work condition, and answer all my questions. I worked directly with Allie to file electronically, and it was a very smooth and easy process, between filing, and receiving my tax returns. I highly recommend working with them.
Larry and his team are fantastic. I was a new client and within the first year had to deal with a IRS issue. They are knowledgeable and good at what they do. I have also received reading information from Larry as I get closer to retirement. Highly recommend their service. happy he has this office I. Ventura county
They were very inexpensive and my taxes were done efficiently and correctly. Thank you
We've been with Artists Business Management Group for almost 20 years. We still say it was the best decision we made. Larry's team are all kind and easy to work with. They really care about us. Maria always emails and calls when we need to address our corporate due dates for fee and documents. We always talk and laugh while we work. Allie is like a member of our family. She's has celebrated and cried with us throughout the years. She always has a kind word. Heidi helped us when we first started. She was ve
I have been with ABMG for many years. They are wonderful with the way they work their magic to make my tax prep easier and less stressful. Alle and Larry are both very professional and I recommend their service whole heartedly.
Larry is the only one I trust with my finances! He is the absolute best, a seasoned vet & actually cares about his clients. Larry has my business for life and I truly appreciate his expertise.
With over 20 years in business and dealing with 3 different CPA's, I commend ABMG for being our final and best Accounting and Tax Preparation team for last 8 years.
I was a financial mess before I hired ABM to handle all my business affairs. They turned everything around. Absolutely first rate in everything they do. Professional, smart and amazing.
Larry and ABMG are the absolute best, he and his office staff can't be beat!
Larry and his amazing crew make my life so much better! I have recommended him to everyone I know!
Larry (magic man) is the best... been using him for over 20yrs...always treats people with respect and doesn?t judge...
Larry is great. He really listens and makes getting your taxes done a breeze.
I always get a prompt response when I have question. Work is always completed in a timely manner. Highly recommend.
Been using them for year! Always a great experience.
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.