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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.*
1901 Ave of the Stars 11th Floor
Los Angeles, California 90067
Mr. Ben-Cohen is an outstanding tax attorney. He gave me clear, practical advice and really knew what he was talking about. It?s rare to find someone who combines deep expertise with the ability to explain things in a way that actually makes sense. I left the consultation feeling confident and informed. Highly recommend!
I met Mr. Ben-Cohen and his team to seek advice on the legal and tax implications of transferring funds from overseas into my U.S. account following the sale of a property. He explained complex tax laws in a clear and simple manner, which put my mind at ease and made my decision-making process much easier. I feel very fortunate to have met Mr. Ben-Cohen and would not hesitate to seek his advice again. I highly, highly recommend Mr. Ben-Cohen and his team.
Pedram is extremely knowledgeable and provided expert advice on a complex tax matter. He would be the first person I reach out to in the future for any other tax questions. He was great to work with and I highly recommend his services.
From my own personal experience as a client for years with Mr. Ben-Cohen, he is an outstanding lawyer, professional tax lawyer and CPA too , very experienced, and highly responsive. He provided clear guidance and achieved fantastic outcomes. He is a truly an advocate who works hard on behalf of his clients. Highly recommended for expert legal representation.
I spoke directly with Mr. Ben Cohen, we scheduled a phone call. I sent him a list of questions I had about tax law. He went over each question professionally and adequately. I was very happy with his responses and knowledge! He told me how to prepare and what to look out for when dealing with taxes. I took a lot of notes and very happy. Thank You!
Pedram Ben-Cohen and Mindy Meigs are outstanding tax attorneys! They are the most knowledgeable and experienced attorneys I have ever worked with. They managed my issues in a timely and professional manner. I highly recommend them.
I recently had a consultation with Mr. Ben-Cohen regarding a variety of California tax concerns and issues related to establishing a domicile outside the state. I found him quite knowledgeable over the spectrum of my questions and as a result I now have a much better understanding of what my options are. If I have any further questions, I'll definitely go back to him.
I had a consultation today with Pedram Ben-Cohen about an important tax issue I have. His background and tax experience are impressive. He had all the answers to my questions and I felt confident I was receiving highly competent advice. He was knowledgeable, thoughtful, and easy to understand. And his advice was very practical. I highly recommend him.
I have known Pedram both personally and professionally for more than ten years. He has always displayed the highest levels of integrity, work ethic and expertise in his field, and I never hesitate to refer clients seeking a tax attorney to him, as I have great confidence that he will do his best to assist his clients. In addition, Pedram is a very personable and generous person and a pleasure to know. Very highly recommended.
I am an estate planning attorney in Century City and I have known Pedram since 2009. I exclusively refer all my civil and criminal tax matters to Pedram. He is one of the few attorneys I know that truly cares about his clients. Once he accepts a case, he thinks and worries about it until he reaches the best possible outcome. All of my clients are extremely happy with his services and his attention to detail.
I contacted Ben-Cohen Law Firm for a consultation regarding foreign tax reporting requirements due to the inheritance of ownership in a foreign corporation. The tax reporting requirements are complex with lots of confusing information available on the net. The space is hard to navigate and there are lawyers out there that can take advantage of your confusion and anxiety. I contacted the firm through their website and quickly got an appointment for a 1 hour consultation with Pedram. The consultation was not
We were looking for a tax attorney and the Ben-Cohen Law Firm came highly recommended by several people. I was extremely with our decision to retain the firm. Both Pedram and Mindy were very professional and.knowledgeable. Mindy was always available to answer our questions and explain the situation in terms we could understand. She kept us informed throughout the settlement negotiations and helped procure an amazing outcome. I would recommend the Ben-Cohe Law Firm to anyone who is in need of a tax attorney
Pedram was very knowledgeable easy to talk to. He answered all my questions and made sure I understood the rules that applied to my situation. I recommend his firm if you have any tax related issues that need to be addressed.
The Ben-Cohen firm was a great find for me. Pedram has a terrific CV -- both accounting and tax law -- and he was very helpful in clarifying my issue in layman's terms.
My legal consultation with Pedram Ben-Cohen was absolutely first class. I wasn't sure whether I should go seek advice from a tax attorney or a CPA, but the fact that he is both proved to be very helpful. What was truly impressive about the meeting was he had done a lot of due diligence ahead of time and provided me with contacts and requisite forms regarding my issue. He has earned my trust with his professionalism, knowledge, and candor. I will definitely seek him out in the future for other tax-related ma
Pedram is very knowledgeable and professional. He truly cares about all of his clients and made me feel like a priority throughout my case. Being both a CPA and an attorney makes him well-suited to take on any tax issue. His integrity and honesty are second to none. There is no other attorney I would go to. I'm very lucky to have found him and he will always be my first call for tax advice.
My family needed some straight-talk expert advice on a tax issue. After hours of research on the Internet, we decided to consult Attorney Pedram Ben-Cohen due to his impressive credential. And we are glad that we did. Pedram is a knowledgeable and caring professional. At the initial consultation, he listened patiently to our story and explained clearly our options without pressuring us in any way to hire him. Throughout our engagement, Pedram continued to be our helpful and reassuring advisor. Even though
As an attorney and a former client of the Ben-Cohen Law Firm, I would highly recommend this firm to any individual or entity faced with domestic and foreign tax questions. Pedram has the expertise you can expect to get from a partner at a large law firm but with the personal care and genuine concern for the client that is very rare to find at any firm. He gives straightforward answers and presents the most cost-effective solutions to clients. Tax matters are never pleasant but with the Ben-Cohen Firm repres
Anyone with a tax issue should contact the Ben-Cohen Law Firm. I spoke to Pedram Ben-Cohen about our California residency concerns, he was very knowledgable, addressed all my issues and I felt in very good hands. His advice was clear, easy to understand and I would highly recommend his firm. My advise to anyone with concerns about possible tax problems would be to contact him as soon as possible so he can direct you in the right direction, you will not regret talking with him.
Having Pedram Ben-Cohen by your side is a must if you are going through an audit. I was so nervous when I first received my audit letter, but he walked me through the whole process and made it much easier. He is extremely detail oriented and knowledgeable. Even more, he is very caring. I highly recommend him to anyone who needs a tax attorney.
I highly recommend the Ben-Cohen law firm. Right from the start communications were oustanding and highly responsive in getting the meeting scheduled (thanks Hanna). Pedram had already reviewed materials ahead of the call so was well prepared to spend quality time providing his expert opinion. He is clearly a master of Legal and Tax matters and is highly efficient in focusssing in on the key elements and presenting his clear advice expeditiously. He is a patient listener and is genuinely interested in p
Recently when faced by an international tax matter with a smattering knowledge about it, I've thrown myself into ultimate panic mode. It was pure mental torture until I sat across Mr. Ben-Cohen for a consultation, where he clearly and calmly explain that my situation has always been in compliance with the code. Throughout our session, what I felt was a sense of being truly listened to, cared for and assured by a solid professionalism. So, if you're suddenly faced by a potential tax issue, don't panic like
Pedram and his team(Kevin) did a tremendous job in helping us with a tax matter. Pedram Ben Cohen was very calm and supportive and with his vast experience and knowledge made the whole process a lot easier. I can highly recommend the Ben Cohen Law Firm.
Pedram Ben-Cohen?s level of professionalism, knowledge, and dedication to his work and his clients are second to none. I would absolutely recommend Pedram for any tax needs that may arise; his level of expertise as both a JD and CPA lend to his abilities of being able to take the very best care of his clients and produce the most optimal results and solutions for their situations, no matter the level of complexity. Not only do Pedram?s impressive credentials indicate that clients are in great hands as they
I worked with Pedram for Streamlined Domestic Procedure. I was lucky cause he took my case, and work diligently with his team (Kevin). He also recommended me a very good CPA who specializes international tax. I strongly recommend Pedram, Ben - Cohen Law Firm if you have any problems or you want to be proactive and avoid big headaches in the future with IRS. You may think your case is very complicated but after working with Pedram, based on his honest guidance and work ethic, you will feel more comfortable.
Pedram Ben-Cohen is professional, detail-oriented, trustworthy, confident, and extremely knowledgeable in tax laws. He is a Tax Attorney and CPA. Mr. Ben-Cohen is very passionate at what he does and very responsive - always responding to e-mails and phone calls. He even returned my phone call late at night. Mr. Ben-Cohen is very respectful and always goes the extra mile. I knew that he truly cared on a personal level to help me get through my case. I definitely recommend hiring Mr. Ben-Cohen for IRS Audits.
I had a great experience working with Mr. Pedram Ben-Cohen. He is a very knowledgeable and extremely professional tax attorney. His advice to me has been invaluable. I would highly recommend him to anyone needing assistance.
Pedram is by far one of the most amazing attorneys for our purposes. He is knowledgeable in all aspects of of tax planning /CPA counsel. He makes himself available for whenever we need him, truly caring on a personal level. Do not look elsewhere. I can't recommend him enough.
Mr. Pedram Ben Cohen is one of the top rated tax attorneys in town. He is very competent and knowledgeable. Pedram is highly respected for his calm demeanor, judgment and extensive experience in handling complex tax matters. It is a pleasure knowing him as a friend and colleague.
Pedram Ben Cohen is an amazing tax attorney, with great knowledge and genuine personality which is hard to find these days. He is very easy to talk with and resolved my issues without making me more nervous about what I was dealing with. I highly recommend him to everyone.
Originally, I began working with Pedram Ben-Cohen six years ago to do my streamline taxes. Since then, I have contacted Pedram on many occasions where I needed help or advise. On ALL the aforementioned occasions, he was available to me and either helped me directly or referred me to someone that was able to help me. Pedram is very knowledgable CPA attorney. He is very detail oriented and cares about his clients. I have recommended him to several friends and family and I would recommend him to anyone r
Pedram is a highly skilled and experience tax litigator. He has helped several of my clients and I highly recommend him.
Getting advice from Pedram was a breath of fresh air! Unfortunately, many lawyers out there seem to couch their legal advice with disclaimers and warnings of unknown facts/situations. In contrast, Pedram gave me clear, direct advice that sounded logical and sensible. It seems that he is a type of lawyer who understands the real world and can help you navigate through it all with his legal expertise. I highly recommend him for your tax issues.
A few years ago I had a major tax problem and I was looking for the right professional tax lawyer. I interviewed at least five experts and all of them were very professional. I am very picky. When I met Mr. Pedram Ben-Cohen, it took me no more than five minutes to decide that he was the one, and I was absolutely right with my intuition. He is very professional, knowledgeable, smart, and knows his job perfectly. In addition to all of his professional skills, as a person he is very friendly, pleasant, ready t
Ben Cohen law firm was recommended to me by 2 friends when I had an issue with the IRS, and I'm so grateful for their help. Pedram was like a big brother to us. Did an amazing job, and resolved our issue professionally and in timely manner. We highly recommend him
I had a 1-hour consultation with Pedram. He was professional, courteous, and willing to answer questions fully. He knows what he is doing with complete confidence and comprehends your situation before giving advice. He answered all of my questions without issues, easing my worries and removing any doubt I may have had. I will choose him again if I have any other concerns, and I highly recommend his services. My experience overall was a pleasurable and amicable one!
I am a CPA and have known and worked with Pedram on several rather involved, difficult, and demanding cases. I have found Pedram to be extremely knowledgeable when it comes to different tax issues. He is a great negotiator who has the ability to strongly challenge the taxing authorities on the most demanding issues and succeed. Pedram is pragmatic in his approach. He is transparent with his clients and dedicated to getting to a fair and reasonable outcome. I have attended an IRS Appeals conference with
I had an IRS audit and I did not have the time to deal with it myself. I was concerned having someone else handle my audit, but Pedram from Ben Cohen Law put my mind at ease from the beginning. Pedram is a knowledgeably and efficient tax lawyer that resolved my audit quickly with little effort from me. I refer to him with all my tax questions and recommend him to anyone looking for a tax attorney. I would definitely use him again in an event of an audit.
I am an attorney but I don't do tax law. I have consulted with Pedram on several occasions regarding tax issues related to my clients. He is exceptionally knowledgeable, has always provided excellent advice, and responds to my questions in a timely manner. I highly recommend him.
Ben was very professional and instrumental in clarifying a difficult issue pertaining to complex international tax matters. He also has a very solid team working for him and he is really realistic and experienced in how tax laws applies to non-resident individuals. I would trust him and his law firm without a doubt.
I have known Mr. Ben-Cohen for several years. He is my go to guy with any tax issues. His ability to identify issues and resolve them quickly is bar none. His abilities no doubt come from his education as both a CPA and an attorney. He recently saved my family a good amount on taxes on a foreign real estate issue. I wholeheartedly recommend his services.
Recently I was in need to of a tax attorney to represent me. Being a former tax attorney myself, I had many attorneys to choose from. I ultimately asked Pedram to represent me not only because of his knowledge of tax law or his stellar reputation in the community, but because I truly felt like I had someone on my team that cared about the results. The outcome was beyond my expectations. When anyone contacts me for a professional referral to a tax attorney, Pedram Ben-Cohen is the only name I give them.
I approached Mr. Ben-Cohen regarding a pending case with the State of California and my small business. During a time that was quite stressful, I found Mr. Ben-Cohen to be the perfect person to represent me and my company. He communicated with me in clear terms so that I understood everything that was taking place in a timely manner. He treated my situation with the type of candor you only find in a consummate professional and successfully negotiated a deal with the State of California that far exceeded my
Pedram is an expert in his field, highly professional, and easy to work with. I highly recommend Ben-Cohen Law.
I am one of those having to grapple with the new rules about foreign bank accounts, etc. Mr. Pedram Ben-Cohen helped me navigate through it all. He is the best International tax advisor/CPA/lawyer one can get. He is very knowledgeable and has his client's best interest at heart. He is prompt via email, phone and in person. He is always able to answer all my international tax questions. I highly recommend Mr. Pedram Ben-Cohen to everyone who wants peace of mind, in spite of the new rules on foreign ban
Pedram was initially referred to me by my cpa for consultation. After our meeting I found him to be extremely knowledgeable, updated with all rules , regulations & codes . I proceeded to hire him and in the process I also found him to have great communications skills with a very calm and collected demeanor. I highly recommend him to anyone looking for an attorney in his field.
Pedram advised me on state residency issues related to state taxes. He advised me very thoughtfully on how best to respond to a baseless assertion of tax liability by a state of which I was not, in fact, a resident. He later advised me on whether or not I should consider moving my residency, and the tax implications. In both situations, Pedram reviewed the materials I sent him in advance, immediately got to the main issues, and quickly pointed out errors I had made in my tax assumptions, so that the issu
Highly professional, very organized and informed. They were able to work with me diligently on my case, they made sure I knew exactly what was needed to be done and exactly how much time and cost it would entail. I felt that they always had my best interests in mind and I felt guided and safe because they knew they were doing. I highly recommend Ben Cohen law group, Pedram and his staff always remembered my name, returned my calls promptly, and took all the right steps to get my situation resolved. Than
I met Pedram for a consultation. He was very respectful and knowledgeable. His calm and relaxing attitude is a plus. He provided me with different options, and his honest recommendation. I certainly will recommend him to anyone.
Highly knowledgeable and professional; they provided excellent guidance. Efficient and detail-oriented, they brought clarity to all questions.
Had a consultation with Pedram to ask legal questions around planning an international move. He answered all the questions and also went the extra mile to correct the misconceptions I had about the issue and a few related topics. The entire conversation was crisp and to the point. Kevin (admin) is super responsive and helpful.
Mr. Ben-Cohen is one of the best professionals we have had the pleasure to work with. He is extremely knowledgeable, efficient, and friendly. His calm and professional demeanor is very reassuring and he was always available to answer all of our questions. Throughout, he was open, communicative, and approachable. We highly recommend his services.
I've been practicing tax law for almost 20 years and Pedram is the colleague I call when my clients need help with criminal tax matters. He's a valued resource when it comes to any offshore tax issues. Highly recommend without reservation.
Have hired Mr. Ben-Cohen for organizing the filing of a streamlined procedure . Was very pleased with the handling of the issues involved and the guidance to myself and others. I strongly recommend Mr. Ben-Cohen and am going to use his services in the future for appropriate work. Pedram's advice and insight were extremely valuable.
Pedram handled our IRS audit effectively and efficiently. Throughout the entire process, Pedram keep us informed and up-to-date. He has that rare ability to explain complex legal issues to clients in laymen's terms at the time he is interfacing with the IRS. We have no doubt that our case was so smoothly resolved due to Pedram's professional control.
With me usually being very skeptical about the expertise and willingness of an attorney to go the extra mile, Ben-Cohen has pleasantly surprised me that besides being proficient, knowledgable and reliable - which should be a given - he really cares about your legal situation and how the law can be of service to your life or business. He is looking at your situation not only by citing code sections and finding appropriate section marks, but he is considerate of also seeing the whole picture through the lens
I had a very complicated IRS tax audit and interviewed Mr. Ben-Cohen and the Hochman firm. I was worried about criminal exposure. I ultimately chose Mr. Ben-Cohen because I felt like he cared more about my case than the other attorneys I met with. He is very smart and professional. He took a very strategic approach to my case and got me a better result than I ever could have expected.
I have Used Mr. Pedram Ben-Cohen for a complex and sensitive international case in 2011. Due to Mr. Ben-Cohen expertise and commitment to the case, the matter was closed with a very favorable outcome. I would highly recommend him for any complex tax matter.
About 5-6 years ago I retained Mr. Ben Cohen to handle a complicated tax matter for me in front of IRS and he did a great job! He saved me a lot of money in taxes and penalties. Ever since, he became a very trusted adviser and my only go to tax attorney! So far he has helped me with tax matters dealing with offshore accounts, real estates, small business, trust, and cryptocurrencies. I definitely recommend him!!!
Extremely helpful, professional and knowledgeable. The Ben-Cohen Law Firm is one of the top rated tax law firms in Los Angeles.
Attorney Pedram is a sincere caring lawyer. That is also technically superb. You will not find many lawyers with these traits ,believe me I have tried others. Highly Recommended for any of your tax needs
We find Mr Ben-Cohen to be very knowledgable and responsive, and always available when ever we needed him. There are very few professionals that are both CPAs and Lawyers, this had a huge impact in the way he was able to deal with our affairs so effectively.
Had a 1-hr consultation to discuss preventative planning. Mr. Ben-Cohen was very knowledgeable, patient, and down-to-earth. His responses helped give me confidence that I knew what I was doing. Had a pleasant and valuable outcome, would highly recommend.
I have practiced law for over 40 years and I have known Mr. Ben-Cohen for 10 years. I have referred clients to Mr. Ben-Cohen for various criminal tax matters, including IRS criminal investigations. All my clients have been very satisfied with his competency and demeanor. Without reservation, I will continue to refer clients and colleagues to Mr. Ben-Cohen. He has now become my 'go to guy' for sophisticated criminal tax issues.
I had a 1 hour consultation with Pedram and was very pleased with the experience. He was professional, knowledgeable and able to assist me with my matter. Thanks once again!
Mr. Ben-Cohen helped me with a Tax Audit. He was patient and extremely professional. He resolved my issues in timely manner. I strongly recommend Mr. Ben-Cohen in event you get audited or need a tax advisor.
I was very pleased with the consultation I received from the Ben-Cohen Law Firm. Mr. Ben-Cohen was knowledgeable and thorough, and provided clarity with my questions regarding a tax matter. I highly recommend Mr. Ben-Cohen and this firm.
Top Drawer Tax Fraud Lawyer. Pedram got me out a CI jam I thought I would not resolve. He is also fair and reasonable with his billing. I interviewed 4 top Tax Fraud Lawyers in LA and went with Pedram...Glad I did!
As a CPA, Pedram has helped many clients of mine. The feedback from them have always been positive. I would recommend going to Pedram for your tax law needs.
Pedram is very knowledgeable and gave me informed, practical advice to deal with a complicated tax issue. I would definitely call him again should the need arise.
I met with Pedram to ask questions of international business nature, he condensed what is a very complex topic into simple, concise, practical and actionable advice. I can?t recommend him enough. Thank you!
Ben-Cohen have a unique personality, he observes a complex situation deciphering it from all it aspects, macro and micro, at the same time. He has this rare character enabeling him to analyze the rational precize aspects while deeply thinking, and giving large room, to the "human" charchteristics of all involved. Above all this, he will give you the accurate outline of the picture at any time, keeping you reported and updates with the action plan. I am highly recommending him.
I had a consultation with Mr. Ben-Cohen regarding a Tax related issue that was causing me a great deal of concern and worry, due to my limited understanding of this topic and also due to a previous consultation with another tax attorney who offered an overly complex solution to what turned out to be a simple issue. I am extremely grateful that I have decided to consult with Mr. Ben-Cohen and I am also extremely thankful. Y.N.
I highly recommend Pedram as a tax attorney. He is very competent and knowledgeable, as well as patient in explaining tax matters. I would definitely hire him again.
Complete package: Knowledge, class, professionalism and loyalty. Mr. Ben-Cohen is a great advocate for his clients and has earned a great reputation in his field.
Pedram is a very knowledgable CPA attorney. I recommend him for your tax-related questions/issues.
When all else failed talking to the IRS. Then I found Pedram and he told me one thing, never go at it alone. He's down to earth, very knowledgeable and knows how to deal with tax problems
I was introduced to Mr. Cohen and had a complex tax issue. What I can say is that he is really experienced in what he does and a pleasure to work with. I would highly recommend working with him on any tax issue.
Pedram is a highly-qualified professional, and very responsive. I am very happy to have him by my side.
Thank you Pedram for another quick, helpful and effective discussion. I can't move forward on a lot of my deals without your tax perspective and insight, and I appreciate that you always make the time for me and my clients!
Pedram was very knowledgeable and professional and was able to answer all of my legal questions.
Excellent Excellent attorney very knowledgable smart and caring with the additional benefit of being a CPA which is like getting two for one specially for financial matters.Will definitely recommend to everyone.If there were more stars to give I would have no hesitation in giving the maximum stars possible.
Pedrum is a very skilled lawyer and CPA. He won our case and I am sooo grateful.
Office was very responsive, courteous, knowledgeable, and professional. Highly recommended for their expertise
Wish I could give them 6 stars! Efficient, knowledgeable and totally professional. If you need tax advice for complicated matters, this is the team to deal with.
Ben Cohen was very knowledgeable and they have been very helpful during the whole process, I highly recommend their services
I was extremely satisfied with the job which was done in the most professional way possible, He is dedicated, knowledgeable and precise.
These people did not want to help me with my case .They were not knowledgeable, they just rejected me.
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.