*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.*
20 Corporate Park #260
Irvine, California 92606
I have been working with Cindy and Brigim staff for the last 6 to 7 years and they have always done an amazing job keeping out books in check. We have two LLCs and in addition, my wife has additional income and assets from China. It requires special to file our returns and Cindy is very knowledgable and professional about the rules and regs. Again, we are very fortunate to Cindy and staff prepare and advise in our returns.
Cindy has been our tax advisor for seven years since my family lived in Irvine?and she is a professional and trustworthy CPA whom I have ever known. I really appreciate her service because she has such a keen mind with quick and accurate response when we have questions to consult with. Great job?
I want to thank Brigim CPA for helping me resolve my complicated IRS tax refund issue. I?m a foreigner who sold a U.S. investment property in 2020, and a large amount of tax was withheld. I?d been waiting for a six-figure refund since 2021, but the accounting firm I originally worked with went through several changes over the years. Important documents like tax forms, Form 8288A, and receipts were completely disorganized, and I couldn?t get any updates. I was worried my refund would expire. Five months ago,
Brigim is a very professional accounting company! Highly recommended! It?s more than two years I have been using Brigim accounting services. They are very professional and proactively provide necessary information.I?m extremely happy with their team!
Cindy has been a CPA for my family tax filing since 2016. She is very professional and reliable, with up-to-date tax knowledge. I am a real estate agent. I am glad to see that my clients-both home sellers and buyers, are satisfied with Cindy's professional service, which saves them not only time and stress, but also money!
I?m a realtor and I?ve been working and referring my own clients to Cindy for quite some time now. Cindy is very professional and knowledgeable. She also has forms in preparation to make self employed/small business owners tax filing less stressful. Cindy also works with my clients for escrow related filing and she does a great job when it comes to explaining the process to clients at their peace of mind. I strongly refer Cindy?s processional service.
I have known Cindy for years and she is absolutely the best CPA I have worked with !! All my family members are using her service not only because she is knowledgeable but also she is so quick and sharp on understanding our situation. If you are looking for a reliable CPA to work with , I highly recommend Cindy Huang and you should definitely give her a call !
Cindy have been providing tax related service to my family during the past several years. very good service with high professional and quick response.
Cindy is very efficient, responsive and professional. She puts clients needs and interests first and is resourceful about problem solving. Great experience working with her.
Professional and great service
(Translated by Google) Initially good service until something goes wrong. Refused to take any responsibility nor any steps recovering loss. (Original) Initially good service until something goes wrong. Refused to take any responsibility nor any steps recovering loss. ??????????????????
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.