*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.*
804 N Twin Oaks Valley Rd Suite 119
San Marcos, California 92069
I don?t know where our business would be without BPS! Fortunately, we had something to compare them to in order to see their value. We used to have ADP and customer service was non-existent. We could never get a hold of anyone and since we were a small company, they didn?t value our business. When we switched over to Business Payroll Services, it was a completely different experience. I could make a call at anytime, and would get the assistance we needed. A special thank you to Romeo! He made it all happen
Business payroll services have been such a great experience they have made the transition to go to a new payroll services easy and prices cannot be beat! Romeo has been a great help and has been their when ever I needed help! If you need a payroll company or looking to change do not hesitate and call them you will not be disappointed!
Huge shout out to Romeo and BPS. Excellent customer service, Romeo always has a positive attitude and is incredibly helpful. We switched over BPS at the beginning of the year and have absolutely zero regrets. Thank you
I?ve had a great experience working with Romeo and his payroll team ! They?re very fast and efficient at solving any issues which I like. Great costumer service and overall amazing experience !
Changing to Business Payroll Services, Inc. over 10 years ago was absolutely the best move for our company. We have utmost confidence in Lance and his staff. We previously used 2 different services and have found that since using Business Payroll , we have found them efficient and reliable, with absolutely the best customer service.
We have used BPS since 2006.They handle our payroll for our 2 offices twice a month. Lance and his team answered all our questions always prompt and professional.They check on us regularly if we need any help. Thanks BPS for this 12 years of Exceptional service!!!
We have been with Business Payroll Services Inc for over 10 years. Everyone at the company is very helpful and gives us great service. I would recommend Business Payroll Services to anyone who is looking for payroll service needs. They make it easy so we can stick to what we do best. Thank you guys
Very helpful, dependable and accessible. BPS got me through a a messy start-up and has been providing me reliable service ever since. I highly recommend their service. Dave Eshelman, SRA, AI-RRS Eshelman Appraisals, Inc.
We made the switch to BPS a year ago, best decision we made, Romeo is very helpful, knowledgeable, resourceful, hands on, positive and great attitude energy for an stressful business owner like me :) I appreciate everything they've done and continue doing for the growth of my business his guidance its on point, if he doesn't know it he will find the answer!
Great company, and very trustworthy. Very efficient processes and services. The Regional manager is one of the most reliable and genuine people I've met. I trust and regard the company's operations very highly.
Nothing but great things to say about BPS. Everything has been top notch since working with them. Keep it up!
After a few glitches the owner reached out and personally handled thematter very much appreciated Thank you
This guys know what small business people need. Thank you!
Always responsive to issues and saved us $
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.