*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.*
26861 Oak Hollow Rd
Laguna Hills, California 92653
This was my first year working with Brian Rackohn, CPA. What a good experience. I'm so glad I changed. He is efficient, listens well and is available for help when needed. My taxes were done and submitted within a week. He does everything online. However, as a first time client, I brought some things to his office and had the opportunity to meet with him. All materials were returned in a timely manner. I highly recommend Brian Rackohn to do your taxes.
Best CPA in Orange County. I highly recommend Brian for anyone in need of a knowledgeable and reliable CPA. His expertise, attention to detail, and dedication have made our company tax season completely stress-free for me. His professionalism, prompt communication, and genuine care for his clients set him apart. If you're looking for a CPA who is not only skilled but also reliable and very knowledgeable, Brian Rackohn is the one to trust!
We found Brian through Yelp, and it's been the best experience! From the start, he was quick to respond and took the time to really understand what we wanted to achieve. His pricing is very fair and affordable, especially considering the level of service provided. Brian communicated clearly and frequently throughout the entire process, making the usually stressful task of tax filing feel incredibly easy and streamlined. What stood out the most was his offer to jump on a call at any time to discuss any chan
My taxes get a little complicated, but not for Brian. He is quick and thorough. Everything went smoothly. I look forward to many years of working with Brian.
Brian was really helpful. He always got back to me same day when I had a quick question. I would definitely recommend him for tax filings.
Brian is extremely knowledgeable, kind, and patient. So glad I found him to help me with all of my accounting needs. 10/10 highly recommend. He made the tax process very simple and straightforward. Thank you for saving me from tax stress, Brian!
Brian has been effective, timely, and helpful with managing taxes for personal and business. For a few not straightforward reasons and the appropriate filing thereof, Brian requested information well in advance and explained in such a way that was easy to understand and gave directions that were easy to follow to obtain that information, and take the required steps. Brian also fixed issues from past CPAs we've had in the past and his rate is extremely reasonable especially given how attentive he was through
Brian was more than helpful in working with me to get my personal and business taxes taken care of. His attention to detail saved me a lot of money and I couldn't be more happy to find and work with Brian!
Amazing find Brian is for me when it comes to handling tax affairs and providing guidance in the whole tax filing process. He's diligent and as a CPA very resourceful and returns your calls when needed. I have no hesitation to recommend Brian to family and friends.
Brian Rackohn is an amazing CPA. He is great at communication and he got everything I requested finished promptly. He was able to answer all of my tax questions and had further information of things I had no idea to look into as well. Looking forward to continue doing business with Brian.
Our small plumbing company found Brian a few months ago & we've been very happy with him. Having gone through three other CPAs before finding him, we can say with confidence that he is great! He makes himself very available & has been helpful in helping us sort through past mistakes of other CPAs. He is a clear communicator & made the tax process as painless as can be. I wouldn't hesitate in recommending him.
Brian is the best! I was looking for an accountant for a new business we were setting up and found Brian. He has quick answers to questions and an in-depth knowledge of public accounting yet is flexible in approach. He also does all the work himself he doesn't pass it off to others. A GREAT find!
Brian Rachon is a very savvy CPA. He has been my CPA for decades and he is completely trustworthy, reliable and kind. His software makes it so easy to share information and to get the job done on time and accurately. If you want a CPA that will treat you and your finances with respect?Brian is your guy!
Reached out to Brian Rackohn for assistance regarding my 2021 tax fillings. Brian was responsive and knowledgeable. Brian helped me with my 2021 tax return, and corrected mistakes from my previous accountant which resulted in a tax reimbursement! Highly recommend Brian!
Needed a corporate return filed immediately after I was notified my previous accountant was bed ridden. Brian got it done immediately and flawlessly. Absolutely the best.
Brian was very receptive and attentive to my situation and was professional through the entire experience. He was prompt and efficient as well.
This is Simon. I was a prospective client until he decided to cut me off. Left me high and dry. Didn't offer a reason. Just stopped all communications quite suddenly. After weeks of communication, he decided not to do the job without explanation while my deadline approached ever nearer.
Great service at a reasonable price, Brian was very friendly, responsive and informative, took care of my estate filing promptly and answered all my dumb questions, would highly recomend him
Honest, reliable, very responsive. Will definitely file taxes with him again next year.
Great CPA to work with. Super responsive and quick service
Fantastic experience! Can't say enough about Brian.
Great cpa Very fast, professional service at reasonable price Much better than my last cpa Would recommend to anyone
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.