Bharmal & Associates, Inc.

Bharmal & Associates, Inc.

About This Listing

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.*

Contact Information

Address

18301 Von Karman Ave UNIT 120

Irvine, California 92612

Hours

Sunday Closed
Monday 9AM-5:30PM
Tuesday 9AM-5:30PM
Wednesday 9AM-5:30PM
Thursday 9AM-5:30PM
Friday 9AM-5:30PM
Saturday Closed

Customer Reviews

I have been working with Bharmal and Associates for 3 years. I am self employed so the process of doing my taxes can be painful, but they are so patient and helpful with me. Linh has been wonderful, and her process feels personal. I can contact her via email or phone to talk through any part of the process, which is so important to me as I build my business. Even the administrative staff has very clear communication and is supportive through the process. I highly recommend!

Recently, I went to Bharmal and Associate's new location, which is luckily next to Lomg Beach Airport ( my favorite and most convenient airport in Southern California) My first "Yey" was when I saw the vast parking lot next to the building. I don't know about you, but being well-lit with the security person in the parking lot is a positive and safe feeling. Plz, check the pictures. How beautiful the outdoor sitting area is. As soon as you walk into the building, you will find yourself in a beautiful lobby d

I?ve been a loyal customer of this team for the past three years, and I can?t speak highly enough of their service. They are truly outstanding?consistently professional, knowledgeable, and incredibly efficient in everything they do. What I appreciate most is their responsiveness; no matter the issue or question, they always get back to me promptly with clear and helpful solutions. It?s rare to find a company that combines expertise with such a high level of customer care.

I?ve worked with several accountants over the years, and I can honestly say this has been the best experience by far. Professional, knowledgeable, and incredibly thorough, my accountant made the entire process smooth and stress-free. They took the time to explain everything clearly and found ways to maximize my return that others had missed. I felt truly supported every step of the way. Highly recommend!

We?ve had a great experience working with Barhmal and Associates for our tax needs. Their team is efficient, knowledgeable, and always responsive. Waqar, our tax accountant, has been especially helpful?he?s detail-oriented, patient, and takes the time to explain everything clearly. His expertise made the entire process smooth and stress-free. Highly recommend their services for anyone looking for reliable and professional tax support.

The team at Bharmal are fantastic, they handle our family tax needs as well as my business tax needs. We couldn't ask for a better partner. Anthony, Joe, Shoaib, Sarah and the others are great to work with and very responsive to our needs. Thank You!

Joe Gustaff has been doing our personal and Nonprofit taxes for over ten years. He is always professional and makes what is in our best interest when filing all documents. He is not just a CPA, he is a friend you can depend on. I highly recommend Bharmal & Assoc.

My husband and I had a smooth and efficient experience filing our personal income taxes here. They answered all of our questions, and we were able to do everything remotely. Linh in particular was extremely helpful. Would highly recommend!

Joe Gustaff, CPA, CFP and the entire staff at Bharmal and Associates have provided us with terrific advice and services for our tax reporting, management and financial planning needs.Mary Ann has held our hands through the entire process for so many years to keep the process running smoothly. Thank you to the entire team in Long Beach, Santa Ana and Irvine!

Fantastic service! Will definitely use for all my taxes. Linh was particularly helpful in explaining everything to me and making sure the entire process was understood and accounted for. Very much worth you time!

Maryann Sielen and Joe Gustaff have been providing exceptional tax services to us and our extended family for over half a decade and we are so grateful. They are the absolute best!!! ??????????????????

Shoaib and his team was recommended to me since this year my tax case became more complicated than what I could handle by myself or with the typical pro advice you will normally find in the mainstream tax preparers like H&R Block. Shoaib did not disappoint. His team (specifically Eric L. who was the CPA handling my case) not only found all relevant information pertinent to my case, they were very responsive and always had a very detailed answer to my questions. They have been handling multi-state cases (one

They make it very easy with their use of technology and multiple office locations. I am a huge Joe Gustaff fan, so I may be biased, but I highly recommend the Bharmal group.

Phenomenal team of accountants. They are all very knowledgeable, diligent and fast! Three qualities you look for. Special thanks to Usha Simpson and Shoaib Bharmal!

Amazing team - we inherited many complicated issues with taxes/bookkeeping from a family member, they helped clean us up! Shoaib and the entire Bharmal & Associates team we can trust with our business bookkeeping, tax preparation, and tax planning. They are phenomenal to work with and most importantly they have experience and are industry experts, they know exactly what they are doing. It was hard to find a new CPA out there you can trust when you start from scratch. However, after working with this team I

Bharmal and Associates have been doing my personal and business taxes over 5 years now. They are professional, honest and straightforward. They are accessible and responsive whenever I need help. Shoaib is very knowledgeable and provides quality work. Highly recommended!

Based on my family member's recommendation I talked to Mr.Shoaib and submitted my 2021 and 2022 tax documents to his office. He reviewed and recommended a proper approach for my 2022 filing. I am very thankful and appreciate his help very much. It was very easy to upload/download requested tax documents for review and further perusal. This is a very good arrangement and my compliments to Mr.Shoaib & team for having this portal for his clients. His staff was very friendly, took a detailed approach and got

Love the team here. Fully trust them to do all of my taxes and make sure I?m doing everything right by my LLC

Waqar and team were amazing, we had a very difficult situation with a deceased family members trust and missing documents and they went above and beyond to help guide us through what was needed. Thank you thank you!!!

Shoaib had been doing both our business and personal taxes since 2016. When I was looking for an accountant at that time, I was looking for an accountant who wasn't just knowledgeable and up to date in the latest tax laws and impacts to me, but someone who I felt I was able to communicate and build a lasting business relationship with. This is Shoaib. The first meeting with him I found him to be very professional and personable. I appreciated his approach on avoiding audit or issues with my taxes. Our annu

Highly recommend Bharmal and Associates for tax prep. This was the first time if used a CPA and will never not use one again for my taxes. After a very complicated tax year Shoaib and his team, I worked specifically with Kate, were incredibly helpful and diligent in making sure that everything was taken care of. Being able to upload all my documents and know that a team of professionals where making sure that everything was prepared properly was such a relief. They turned everything around in a very timely

I researched many CPA's before deciding to work with Shoaib. From the onset, I was impressed with his knowledge and his professionalism. Shoaib and his team answered all of my questions to put me at ease and kept me informed every step of the way. I highly recommend Bharmal & Associates for any tax planning needs or consulting engagements!

Bharmal and Associates have been exceptional in every way possible for my elderly parents and myself. My mom loves that any time she has a question she can call and the office immediately answers and kindly answers any question, even a ?silly? one. My dad admits he?s not very ?tech-y? and he appreciates that the office will ?hold his hand? through any questions. The online portals have been difficult for both parents, and I had a broken scanner, and the office had no problem helping us through the ?tech

Shoaib and his team just prepared our taxes. This is our first year filing with Bharmal and Associates and our experience was wonderful. The team is very helpful, knowledgeable, and offered great advice to us moving forward. They are easy to reach and really make you feel like you are being taken care of. We felt as though they went above and beyond and their fee was so reasonable for the service we received. We will definitely have them help us with our 2021 taxes.

Shoaib assisted us with our tax concerns and thoroughly listened and answered all our concerns. His consultation made me feel comfortable and at ease. We also have them file our taxes each year, and plan to continue with them. I?m also looking forward to tax and financial planning in the future as well.

I have been working with Shoaib for over 5 years now and he has made our tax season the most stress free. He finds every way to help us, asks us many questions to get the most refund and best of all, he is SO on top of it. It's not just him but I've now worked with other team members and his whole team is very responsive and knows each case is priority. Ive already recommended them to my family and friends in the valley and they love them. I recommend them for any CPA service!

For years, I relied upon advice from professional peers as to how to claim and categorize my business expenses, utilizing online tax software to personally prepare my returns. I even purchased audit defense options to assist me in the event of an audit. This proved to be a mistake. Following a federal audit, my entire Schedule C was disallowed, exposing me to a sizable tax liability that I felt was unwarranted. So I finally decided to stop ?cutting corners? and reach out to a true tax professional. I?m so g

The Bharmal team is not an average CPA team. They are effective, efficient, and highly capable. They took control of my small business's financials and even took time to go over the past financials to tie up any loose ends. I highly recommend this firm for anyone who wants to learn about how to best manage their business's taxes and plan accordingly. They were able to help my business provide benefits for employees and save me on taxes at the same time. Well worth your time and money, Shoaib and his team

Waqar did a great job on my return. Handled quickly and answered all questions.

Years past I was able to file my own tax returns since it was straight forward. However, this year I had to look for an accountant to file my taxes and came across Bharmal & Associates. They were super responsive and easy to talk to. Shoaib was professional and their staff was very courteous. Dropped off my paperwork, and met with Shoaib to go over my return. He also provided us advice for the upcoming year. I highly recommend Bharmal & Associates

I cannot say enough great things about Bharmal and Associates. They have been such a great source of help to me. I have been audited, going thru a tough divorce and they have helped me navigate all the accounting issues that I've had to deal with. I would recommend them to anyone that is looking for an accounting firm that is responsive and really cares about their clients financial needs. I will continue to use their services now and in the future. Their help and advice has been invaluable to me and I ca

Shoaib has been incredibly helpful and so quick! I spoke with him first about the possibility of amending my taxes for two previous years - and he took a look through my returns first just to see if it would even be worth it for me. He was very upfront and honest in his assessment of my situation and possible outcomes, and prepared both years (and this year's) tax returns very quickly. The system Bharmal and Associates has let me simply upload all of my documents - so no need to carry around all those recei

Our company works with Yvette out of the Bharmal and Associates office is Los Angeles. Not only do they handle all of our Business matters but personal as well. I would highly recommend Bharmal and Associates for all your accounting and tax needs.

My wife and I really enjoy working with Shoaib. We've been using Bharmal and Associates the last couple years for tax planning and filing services. Shoaib is knowledgeable and responsive to our requests. He cares about our success and I would recommend his services to anyone in need of a good tax accountant.

Shoaib and team were very prompt at providing information and scheduling calls. He also provided insights into our tax situation to make sure we were getting the credits available to us. His team was great at getting payment and paperwork to us in a timely manner. They made the process very smooth and efficient. The portal used for documents has a solid user interface and it?s easy to upload documents. I would recommend.

Bharmal and Associates have been doing my personal and business taxes for 5 years and I have nothing but amazing things to say. They always take the time to explain everything and make me seem like I'm their only client, when I know that's not the case. Shoaib is incredible to work with and I have recommended him to numerous friends and family over the years.

Although this review is long overdue. I?d like to start off by sharing that there is literally no other CPA or firm that can be compared to Bharmal & Associates. I was in a search for over a year to find the right CPA for my business and after going through a whole lot of horrific experiences, Ismail & his team are the only ones who are able to support me & my business as if we are there own. Obviously they have many other businesses to handle, but they somehow always make it seem like I am their only prior

Shoaib was incredibly helpful when I frantically reached out after getting an IRS audit letter in the mail. Before my appointment with the IRS, Shoaib provided various documentation, as well as past successful examples of letters, that I could leverage. Shoaib was very timely in all of his responses to me, and I greatly appreciate his efforts and expertise. I successfully got through my audit, and IRS said I owe them no additional taxes which was such a relief! I highly recommend working with Bharmal and

Shoaib has been a thorough professional; both with subject matter expertise and customer experience and has helped me file my taxes very quickly. He is very friendly , transparent and therefore someone one can trust . I did my taxes professionally in a very long time and am very happy I was able to work with Shoaib and his team.

I have never been more please with the process of my taxes! This will be the second year that Ismail and his excellent staff at Bharmal & Associates have provided the utmost professional service to me. He is extremely knowledgeable of his industry and does a fantastic job at navigating through, as well as explaining, the complicated process of filing your taxes. I believe he and his staff will be a great asset to your personal finance goals, as well as your business finances. Give them the chance to shine a

I cannot say enough good things about this company. My husband and I were worried about filing our taxes this year because it's the most we've ever made and it was the first year I was filing a Schedule C for my sole proprietorship. We did a free tax/business consultation last year (2020) and were told to call and schedule our tax appointment early this year (2021). Shoaib was very kind and explained everything?including the differences in businesses (sole proprietorship, S Corp, LLC, etc.) and what write-o

Bharmal and Associates have been filing my taxes for years, they are very reliable and quick to respond when needed. They are capable of handling various types of complex tax situations. Additionally their online portal makes it easy to submit docs and send in signed copies, no need to drive in.

By far the worst experience I?ve ever had doing my taxes, if I could give 0 stars I would. Ismail has a short temper and at one point was yelling at me on the phone because he didn?t want to own up to his mistakes. When I hire someone and pay them thousands I expect some kind of respect and transparency, not to get screamed at over the phone. Him and his team are completely unprofessional, I cannot begin to type all the problems I experienced after hiring them to do my business taxes. If you want a tax prof

"I'm incredibly impressed with Bharmal & Company for their exceptional service and results. Clorissa, Erica, and Shoaib were incredibly caring and understanding, they made the stressful tax process much easier. Before working with them, other companies suggested a long payment plan with the IRS. Bharmal's team, with their expertise in tax law, helped me save thousands of dollars by avoiding unnecessary fees. They only charged for filing my return, unlike others who wanted a share of any negotiated settleme

I was referred to Bharmal & Associates by a family member. I was content with the accounting firm I was using for the past few years, but thought that maybe a change may be best as I was not sure I was getting the full tax benefits that I qualified for with my accountant. I am very glad that I decided to work with Bharmal & Associates. I felt immediately very comfortable. More importantly, I felt I was given every consideration and individualized attention. I will continue to work with Bharmal & Assoc

I recently had an experience in leaving a Limited Liability Partnership, causing me to encounter complex tax issues that I never anticipated. I found Bharmal and Associates because they kept popping to the top of my different online searches. They had a large number of VERY satisfied customers....more than almost any other on Yelp or Google. When you read the accolades from those reviews, you would be foolish NOT to give them a call. I called and spoke to a person named Katherine. She is very friendly, ea

Shoaib Bharmal has worked with me from the start of my small business in 2013 and has helped me every step of the way as my business has grown over the years. He's professional, efficient, and always provides sound and practical advice. You can trust that he's looking out for you.

I was looking for a tax accountant for my taxes this year.? I called close to 10 CPAs and accountants in my area and I decided to go with Bharmal & Associates for several reasons. First, it was professionalism.? I called and made a phone appointment.? I received an email with a confirmation on the date and time of the call.? I received a call promptly and Shoaib took the time to listen and answered all my questions. I was very impressed with his professionalism. Second, it was the security aspect.? All do

I had a tax situation complex to warrant writing a Google Doc about it, and I interviewed several reputed tax professionals. Shoaib was the only one who understood that the best way to give me a quote wasn't the typical free consultation (which he did kindly offer!), but to actually read through the document. Eventually it turned out that my situation wasn't the best fit for the firm, and Shoaib candidly let me know. By comparison, another professional I spoke with told me "Yes we have expertise in all the

I have to say how thoroughly impressed I am with Farzaneh and Katherine. You do an intake with the CPA and then everything is handled like a well oiled machine from there on out... I insist you request Farzaneh as your preparer, she is intelligent, expedient and kind. I could go on and on but really all you need to know is you are in good hands... they helped me take care of 3 years of back taxes. Thank you so much again! Looking forward to 2023!

We have been working with Shoaib and his team for the past couple years. Shoaib is very knowledgeable, helpful and quick to answer any questions. Most importantly, he genuinely cares about his clients. He takes the time to get to know them and understand their financial goals. We highly recommend Shoaib/Bharmal and Associates.

I had the opportunity to meet with Shoaib for a consultation and I was impressed by how helpful he was in just a 30 minute meeting. In working with him, I have found him to be honest and knowledgable. He spent the time to understand everything and give me advise to make sure I am staying on the right course from a tax standpoint, as well as gave me some insight on different things I can do to reduce overhead for my business. This was our first year with him and it definitely won't be our last. We'll definit

I have used TurboTax to do my Federal and State taxes for years but this year I ran into a problem with a K-1 Statement for a partnership that ended in 2019 and I just couldn't figure it out using TurboTax. I asked Bharmal for help based on all of the great Yelp reviews and I am so glad I did. They made it easy to upload my tax documents and had draft tax returns ready for my review within a few days. Everything was online because of COVID but it wasn't a big deal. The best bit is I ended up paying less

I cannot say enough positive things about this office. They were courteous, helpful, and very kind. I had a complex tax situation and Shoaib was able to walk me through it in a way that was informative, transparent and succinct. I am very grateful that I stumbled upon this office, I highly recommend giving them a call to help you with your accounting needs.

Have found the team to be very responsive, provide really great advice and work closely with us to ensure the best way to handle our taxes. Shoaib in particular is wonderful!

Shoaib completed my return in a professional and efficient manner. I look for honesty, value and expertise, and found exactly these in Shoaib. I appreciated his simple way of explaining my current tax situation. His knowledge and simplified approach of explaining tax jargon are second to none. If you're looking for a CPA - look no further. Will definitely recommend his tax services to everyone I know. Thanks, Shoaib!

Interviewed through many different CPAs and am extremely happy I ended up choosing Bharmal & Associates! They've been able to answer all my questions and are prompt with all their responses. Highly recommended!

Excellent tax preparation service. They take the time to really understand your situation and advise you. They stay on top of filing and extensions to make sure you are never late. They also answer last minute questions which I really appreciated!

I was referred to Bharmal & Associates this year and I couldn't be more pleased with working with them. They are experts in their field and very easy to get in touch with when I had questions or concerns. Their use of an online document portal made sharing documents and information super easy, especially in the time of covid-19. I will definitely be a return client for 2020!

Shoaib was extremely knowledgeable and helpful throughout the entire process. His strong academic background coupled with experience in both public and private accounting created a great experience. The rest of the team was equally helpful and a pleasure to work with. I look forward to working with them in the future.

After some research and several quotes, my husband and I decided to use Shoaib Bharmal as our cpa. He was extremely knowledgeable and personable. I?ve had to email him on some petty things but he was always patient and showed kindness. I would definitely recommend him to our friends and family.

Doing taxes fills me with the same sense of anxiety every single year, having to file them while abroad only compounded the feeling. Luckily for me, a friend recommended I try Bharmal and Associates - the process wasn?t only stress-free and seamless, but ended with me getting a return I wasn?t at all expecting. Looking forward to the 2021 tax season already!

PSA: I do not recommend this company. They are sketchy and exploit their employees. To top things off, I'm now dealing with the IRS by myself. Save yourself the trouble and find someone else without inflated ratings. There are plenty of other accountants in the California area.

Shoaib and Bota helped us with our taxes this year. We had a pretty busy year and thought our situation was relatively complicated. Both are extremely detail-oriented and always willing to answer our questions. Shoaib always has very helpful advice. They made our taxes seem painless and I would highly recommend them to anyone. Simply the best.

This is my 2nd time using Bharmal & Associates and they made the whole process effortless. They provide great customer service and ask appropriate questions and you can tell Shoaib?s mind is already at work configuring what works best for the customers? benefits. Highly recommend

I rarely write a review on yelp but I feel like I have to write one for Bharmal's team this time. I highly recommend them for someone like me who is starting a new business adventure. He makes the process of incorporate a business easier with a reasonable price. Shoaib and Bota where always available to answer all my questions and advice and help me thru the hole process.

My wife and l have been using them for 2 years now. They are efficient, accurate, meticulous and very helpful in finding all the tax deductions. Always available for your questions. We highly recommend them.

These guys are the best! I searched for an accounting firm to help me with over due returns and taxes. They made everything easy and made it seem not so scary. Now they handle all of my business and personal accounting! 10 out of 10 would recommend ??

Shoaib has been an absolute pleasure to work with. He has been doing my taxes for the past 3 years and I couldn't be happier with the level of expertise and customer service provided.

Highly recommend Bharmal and Associates. I've been with them for several years. Very knowledgeable group of individuals. Prompt with responses, thorough with their work, supportive when you need them to be.

This is my second year using Bharmal & Associates, Inc. and I will be back next year. Between their hard work and the online portal for uploading documents, the process is easy and convenient. Thank you Shoaib and William for your assistance!

Love Shoaib, hes the best. Best CPA ive ever had. Has been a great help to my business and helped saved me thousands each year.

Really helpful, reliable and professional experts. Anytime I need help for my tax stuff I will go to them directly from now. Anytime I had an issue or I needed more clarification they helped me the best. I recommend them for any accounting inquiry you might have.

Shoaib and his team are so thorough and insightful. I?ve been working with them on my taxes for 5 years can?t recommend them enough!

These guys are wonderful. They?ve done our taxes for 4 years now and never disappoint. They are thorough, fast, and so on top of their stuff. Thank you so much!!!!

Shoaib has been great. He is quick to respond, thoroughly answers all questions, and gets things done on time.

Couldn't be more impressed with their high-standard on current tax law understanding, hands-on guidance during the tax prep process, and great customer service. I am so glad we found them!!

Organized, efficient and great at what they do. So helpful in efficiently filing my taxes.

You are in good hands with Shoaib. Great company I recommend.

Super friendly and helpful. Made everything easily understandable.

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.