*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.*
2888 Loker Ave E #120
Carlsbad, California 92010
Set up an appointment with BlackBull accounting. Would not recommend. After receiving email confirmation of an apointment that was not paid for or confirmed I tried to reschedule. Phone rings busy several times in a row over an hour and I was unable to reach them. No option on email to cancel or change time/date. Then I get a call from Mark I'm assuming for my apointment that was not confirmed and was hung up on while explaning the issue. If they treat potential new clients like this I'd steer clear.
They have been so great over these past few years. I?m so lucky I found them after a terrible experience with past accountant's. They save me a ton of money and are great with communication. Organized and also highly efficient. The cherry on top? It?s a husband and wife owner and they even came to our home one Christmas to deliver a gift. I mean ???? 10/10 recommend
BlackBull Accounting has been a life saver. I can't believe how much I am saving in taxes just by changing my business structure. They are always so patient and very responsive to my needs as a business owner. I highly recommend them.
Blackbull Accounting is hands down the best CPA firm around. They are fast, organized and so helpful. Personal, small business or corporate tax nothing is to small or big for them. I recommend them 100%. Their pricing is so fair and affordable its unbelievable. The knowledge they have will keep more money in your pocket guaranteed. Check them out for your 2109 tax returns!
Trust is everything when it comes to finances and taxes. My wife and I are just getting established professionally and wanted to find a CPA we can count on. Mark Torr and BlackBull were perfect for us; they were knowledgable, patient, kind, and really went the extra mile to make sure that we understood everything. Now that we trust them, we will continue to use them for years to come and recommend them to anyone who needs a CPA they can trust.
Mark and his team are absolutely phenomenal! HIGHLY recommend BlackBull accounting! From there communication and thoroughness to their attention to detail and speediness---- A++ on all accounts!!!
What an outstanding accounting company. For years I have been searching for a company that is affordable and efficient. These guys were actually fun to work with and they saved me a ton of money. I had both my business s and my personal returns completed by them and I could not be happier. I was super easy to share data and I was given both hard copies and electronic files. This is the first time I felt that I was given sound advise along with my taxes and they helped me with QuickBooks. Give these gu
Love them! We have been using them for years, and they are always wonderful and so helpfull!
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.