*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.*
16130 Ventura Blvd #380
Encino, California 91436
Azran Financial has been managing the finances for my tech startup for the past 3 years. They handle all of the accounting and tax compliance. We also work with Joshua Azran as our part-time CFO. The company has done an exceptional job for our business and we look forward to growing with them.
If you're looking for an accounting expert, Josh is your guy. I've been working with him for over 10 years since I started my company. He's helped me in so many ways and has operated in different capacities for me when I needed him to. When I didn't have a CFO, he was our interim CFO, when I started investing personally in Cryptocurrencies, he had my back. There seems to be nothing this guy can't do. Josh ? love you buddy and can't wait to see where we go next together.
Azran Financial is amzing at what they do! I did a lot of research before choosing to go with them. What won me over was the communication, prices and pa tience that is unbeatable. I had a lot to learn about the tax world, but Josh and his team were there to answer all of my questions. The team was extreme ly patient when answering all of my questions and gave me some very helpful advice for the years to come. Could never have imagined a better experience when picking an accounting firm!
Mr. Azran and his firm have been doing my personal returns as well as the returns for both my companies for 3 years now. He and his staff are efficient, intelligent, and extremely personable. They have provided sound advice and direction to ensure that my companies are successful. He is an incredible CPA and an even better person. I would and have recommend him to any body
My startup company grew from 3 friends working together in a garage to $20,000,000 a year in revenue. Azran financial provided both financial and strategic services and it was excellent and genuine. I am forever grateful for this considering how trustworthy the team was in handling my accounting.
After working with two CPAs in Los Angeles who were completely upselling their services and not concerned about actually fulfilling them, it has been a pleasure to work with Josh Azran. he is truly dedicated to his clients, and his staff in both his century city and calabasas offices are extremely professional. I highly recommend Azran Financial for any basic or complex accounting needs you or your company may have.
My business often takes me to Europe and the United Kingdom, so naturally tax time is a nightmare. I'd had problems with my previous international tax accountant for years and I cut ties with him in 2017. Fortunately, I found Joshua Azran. He helped me reconcile all of my different tax obligations and deal with the headache of foreign income.
Stay far, far away. Clown made a huge mistake on my tax return (that I caught). He then waited until 4PM on the deadline day and i had to PHYSICALLY mail out my return because his e-file system was "down". AVOID
Great people and amazing service. Josh helped me with my tax questions and even provided several very useful resources for me to keep track of my finances! Highly recommend !
I have worked with Josh and his team since I started my law firm and they are prompt, knowledgeable and helpful in assisting a very busy business owner with bookkeeping, tax planning, payroll and tax reporting/preparation. Thank you!
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.