*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.*
23807 Aliso Creek Rd Suite 100
Laguna Niguel, California 92677
I started working with Austin this year for my small business and personal, and I couldn't be happier with his service. He's been incredibly responsive and easy to communicate with ? I always feel like my questions are answered thoroughly and quickly. Even though I come from an accounting and tax background myself, Austin was able to creatively problem-solve my situation in ways that went beyond anything I imagined. He's helped me navigate QuickBooks and made my financials so much clearer and less stressfu
Austin provides incredible, articulate service. He takes time to make sure all possible deductions are tracked, and offers guidance on options for me to save more money for the next year. I highly recommend Austin for your tax preparation services, he is sharp and efficient. You won't regret bringing your business to him.
Hands down the best CPA you could ask for! Austin?s deep expertise, in addition to his highly organized, detail-oriented and professional approach makes working with him an absolutely fantastic experience. I've used multiple other CPAs/firms in the past over many years but working with Austin surpasses them all. He provides a truly exceptional client experience.
Having my taxes done is one the most uncomfortable things for me to do, as they have been done wrong too many times. When I hired Austin to take over, he straightened out years of mess and confusion. I don't stressed about tax season anymore because I know they're being done right. Austin is very attentive, caring and thorough. If your looking for a great CPA , look no further. Hes the best! Thanks Austin ! Ann Waters ??
Austin and his team are incredible! He's extremely knowledgeable, helpful, and has the best work ethic. He helps my wife and I both with our personal and business taxes and helped us find ways to ensure we are utilizing all of the benefits available to us. He's easy to reach, always responsive, and extremely trustworthy. I can't recommend him more!
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.