*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.*
4443 Market St
Oakland, California 94608
Fantastic tax preparation service. I have been using his services for the last 11 tax years. I initially found his service in a final act of desperation while trying to avoid hiring a tax attorney. I had a tax issue due to a $100,000 mistake by the Department of Defense. They incorrectly assessed a debt against me, then when proved I didn't owe the debt they used a lazy accounting trick to clear it from the system and PAID OFF the debt by paying themselves. However, since it was tracked as paying off a de
Mr. Lang is an expert in the complicated world of taxes. He definitely knows his craft. He is professional, yet very down to earth and has a very comfortable office with nice calming music. When leaving his office one leaves knowing your situation will be handled correctly.
I had not filed taxes for 2 years. He handled my out of state taxes and was very nice, quick and professional. Very pleasant experience and a very nice man. The service was affordable definitely will keep coming back.
Mr Lang has been doing my taxes for a few years now great communication goes above and beyond saves me time and money. If your in the neighborhood around Christmas he bakes home made cookies it's the little things that count.
Mr. Lang got me a tax refund that was about 50% larger than I expected. He also sorted out a tangled tax situation and gave me a good deal on the price. Local and personal. Nice place.
I have been coming to ASSOCIATED TAX SERIVES for 10 years . Quentin and his team provide a great service and take the time to explain and answer any questions .
Very pr professional and courteous. Mr. Lang is very knowledgeable and most important gets the job done correctly.
Been going here for years. I called 2 weeks ago, the girl said she didn't have the appointment book, & that she'd call me back but never did.
Been going there for over 10years. It's really quick. Just drop off my info then go back to sign and I'm done.
It was a fast service, but currently dealing with issues and not getting the best support.
Always the best service around, for local and national returns!
Service was trash straight trash I wouldn't recommend to anyone
Awesome experience. Professional, personal and very knowledgeable!!!
Love them and very quick service
MR. LANG IS THE BEST
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.