*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.*
421 N Brookhurst St Suite 125 A
Anaheim, California 92801
Bibi has been filing our taxes for 8 years now & Bibi is very professional, sincere & efficient! Bibi has a personal touch in that she remembers your individual tax filing needs & is very knowledgeable. We will continue to utilize Bibi's services for as long as possible. We (Me & My Wife) strongly recommend utilizing BRC Tax & Accounting Services for all your tax filing & business support requirements.
My first time to work with Bibi as she was referred by a friend . I?m glad she handled my tax filing this year . She is very thorough , patient to explain and she is very pleasant to work with . I will definitely come to her again next year . Thank you Bibi for a wonderful job !
Bibi is a highly reputable and trustworthy tax professional. Knowing her departure from HR block, I purposely looked her up to have my tax done. I think that says a lot about the quality of her work. Give her a try, you won?t regret it.
My whole family has been having Bibi prepare our returns for years. Mine are very complicated due to 1099 Income and business income/expense issues. Plus .. she will come to you if needed. Give her a try if you want great service and deep knowledge.
On year 4 of having Bibi do my taxes and I have loved working with her every year. She is quick and efficient with information and gives me the exact tasks that I need to get done. Thank you!!
File it and forget it... Submit your documents with Bibi, you are all set to get your taxes prepared and filed more efficiently. The most trustworthy Tax & Accounting service.
Bibi has been doing our taxes for years now, excellent service and great customer care! Highly recommend
She was recommended by a friend and was quick to respond to all our questions and our needs. Her prices are very reasonable and we hope to work with her for years to come. We highly recommend her to others as well!
Thank you again Bibi. Your always so accommodating, even though I have a crazy schedule and had to rebook. See you again soon in the near future.
I highly recommend BRC Tax Services to anyone looking for best Tax Expert.
Excellent friendly sincere service with good price:)
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.