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ATLAS CPAs & Advisors PC

ATLAS CPAs & Advisors PC

Reviews Summary

Customers consistently praise the firm for its expertise, responsiveness, and clear explanations of complex tax matters. The CPAs are described as knowledgeable, patient, and highly professional, saving clients money and simplifying tax processes. Many highlight long-term satisfaction with the services, emphasizing accurate, timely work and reasonable fees. The team is commended for making tax preparation seamless and understandable, even for non-experts. Overall, clients strongly recommend the firm for both personal and business tax needs.

About This Listing

Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Healthcare
Professional Services
QuickBooks
Internal Controls
Risk Management
Multi-state Experience
Remote Services
Years of Practice
CPA License
In-person Support

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Healthcare
Professional Services
QuickBooks
Internal Controls
Risk Management
Multi-state Experience
Remote Services
Years of Practice
CPA License
In-person Support

Contact Information

Address

16644 W Bernardo Dr # 220

San Diego, California 92127

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

The only CPA I use for my small business and fund! Jacki and the team are ultra responsive, understand the technical and regulatory tax landscape and are very easy to work with. Good business accountants and tax advisors with reasonable fees are hard to find, and worth their weight in gold. We're sticking with Atlas!

We've been extremely satisfied with Atlas ? San Diego for our tax preparation needs. We particularly appreciate the expertise and guidance of our CPA, Jacki Munchus. She consistently delivers accurate and timely services, and her responsiveness to our inquiries is outstanding. We particularly appreciate the clear and understandable explanations she provides, which has helped us gain a better understanding of our tax obligations. Atlas ? San Diego's deep knowledge of tax laws is evident, and they consistentl

Jacki Muchus at Atlas has been our CPA for the past four years, handling both our business and personal taxes. Over the years we have worked with several CPAs and Jackie is far and away the best. She is responsive and able to explain complicated tax code in ways that are understandable to anyone (even me). She has saved us money and headaches many times over. I can't recommend her highly enough.

I've been totally happy with Atlas CPA's, specifically Dan Malloy. He has been my CPA for tax preparation for 18 years. He's the best! Through all of life's journeys and changes, Dan is always up to date on the tax law, giving me excellent services. Responsive, professional, a true expert. I highly recommend Atlas

David and his team at ATLAS are just amazing and exceed myself and families business's expectations. Always so welcoming when I visit the office. David always answers my questions and is so patient and kind, and full of all the knowledge. I would 10 out 10 always recommend ATLAS CPAs & Advisors PC

I have been working with Jacki Munchus for years now, and she is a great CPA to work with. She is very responsive when we have questions on difficult tax topics. Overall, very satisfied.

David Feilgeson at Atlas Firms has been extremely helpful with my tax preparations. My questions were answered with such expertise. My understanding of items needed helped make filing this year so easy.

Thank you David and the rest of the team at Atlas CPA & advisors. You got my tax burden down with it being seamless & knowledgeable! Thank you again!

Love working with David. He's so helpful, puts up with her papers, and understands the needs of non computer savvy folks.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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