*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.*
599 S Barranca Ave Suite 202
Covina, California 91723
Truly outstanding service! ?? The team was not only highly professional and knowledgeable but also incredibly kind and attentive throughout the entire process. They made everything clear and stress-free, and their customer care went above and beyond. I felt completely supported and in the best hands. I highly recommend them to anyone looking for expert tax help with a personal touch.
I highly recommend Adrianna to help you file your taxes. She is very dependable, diligent and accommodating. She will leave you feeling accomplished after your appointment. She's very trustworthy and will make sure everything gets done the proper way!
I was worried to file my taxes because I had not filed them in years, I had sent them my information for previous years but never actually went because I was worried I would owe. They actually had recalled that I sent them my old W2s and had them at hand. Adriana helped me with a lot of useful information and to my shock discovered that I was missing out on thousands of dollars of returns which now is a HUGE blessing, if you are worried or procrastinating about filing your taxes, don't sleep on doing them b
Best place to do your yearly taxes. My husband and I have been coming here for years and every time they are so kind, knowledgeable, and willing to help their clients. Thank you Adriana and Angelica :)
The owner is a really nice woman.she is friendly and has a very nice energy.although I speak english, she helped me patiently, I definitely recommend this business
Excellent service. Come and see them they are always willing to help. Been coming here for over 20 years!
Excellent service. Adriana answered all of my questions and I did not feel at all rushed. Highly recommend!
The most painless tax filing experience I've ever had! I'm so glad I've found my new tax preparer!
Have been coming here for over a decade. Incredible service, always friendly with a welcoming environment.
Always great service with Angelica and Adriana! Thank you ladies for your help every year.
Only place I trust to do my income taxes. Everybody is professional, trustworthy, and friendly. I won't go elsewhere!
(Translated by Google) Excellent service, we have been making our declaration with them and friends for many years and family members are also clients. Recommended (Original) Excelente servicio, tenemos muchos a?os haciendo nuestra declaraci?n con ellos y amigos y familiares tambi?n son clientes. Recomendado
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.