*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.*
200 Spectrum Center Dr STE 300
Irvine, California 92618
Zoey?s work is outstanding when it comes to crafting business plans. I recently applied to several banks for an SBA loan and I?m now in the underwriting stage. A few lenders specifically mentioned how detailed and well-structured my plan was. I truly appreciate the work Zoey put into it. She will be my go-to for all my future acquisitions.
Working with Zoey has been amazing! She?s very professional and organized. It has really helped us create a plan to move forward and take action. I highly recommend Zoey?s expertise!
Zoey delivered a top-tier business plan on a tight deadline. I would recommend her services for any serious entrepreneur or business leader.
This was an exceptional experience! I needed a business plan developed for the expansion of my company. Zoey and her team were amazing and got it done! If you're in need of a business plan amongst other services I'd highly recommend her!
I hired Business Plans USA to help me develop a new business plan, and I also sought guidance on some related services they offer. I was extremely satisfied with the experience. Zoey, the founder and business plan specialist, was exceptionally professional and helpful throughout the process. If you're looking for top-notch business plan writers in Orange County, I highly recommend Business Plans USA.
I originally reached out to Zoey regarding a business plan a year ago but went a different direction. Her thoroughness and professionalism left an impression on me which was my reason for coming back for assistance a year later. After dealing with a few other vendors and receiving lackluster help the move back to Business Plans USA was a great decision! To see my vision play out on paper and the start of my dreams come true is a feeling hard to explain! I highly recommend Business Plans USA! They are patie
Working with Zoey is always such a pleasure that I look forward to every project that begins. I always know who we will work with. Her work and that of her partners has supported our firm and our client companies tremendously. Providing the exceptional materials needed for partnerships, product launches, capital raising, team building and so much more. Business Plans USA really does it with such professional outcomes that our goals are always achieved. Once again, amazing people to work with. I am glad that
I've had the privilege of collaborating with "Business Plans USA" in the past, and their expertise is simply unmatched. Their team truly understands the intricacies of business planning and offers innovative solutions tailored to any specialized market. I am always impress by Zoey, who consistently delivers top quality service and goes the extra mile to ensure the best results. With their guidance, my business plan became not only more effective but also more efficient, allowing me to seize market opportuni
Zoey and her team developed a professional feasibility report and business plan at an excellent price! What most stood out is that they took the time to listen to my vision and made me feel like they really care about my success in my startup venture. I?m immensely grateful for this team and would recommend them to anyone looking for consulting/business plan/market research and financial services
My company needed a feasibility report & business plan, and Zoey (and her team) delivered exactly what we were looking for. From start to finish, the process was smooth and communication was clear and prompt. I would highly recommend Business Plan USA's services!
I recently partnered with Zoey and her team for a business plan, and I'm thrilled with the results. From start to finish, their professionalism and expertise stood out. They took time to understand my vision and delivered a customized, well-structured plan that captured my business goals perfectly. The writing was clear and engaging, making even complex details easy to grasp. Their market insights and realistic financial projections added credibility. What impressed me most was their commitment to deadlines
Zoey and her team helped me put together a business plan to scale my company with their professional market research financial model and design. We landed a large investment. Highly recommended!!!
Zoey and her team are a professional and experienced staff that does outstanding work. I would recommend them for anyone looking for professional business plans, pitch decks, feasibility studies and executive summaries. USA Sports Inc. has partnered with Business Plans USA for all our needs and our clients needs.
Zoey and her team are fantastic! They are able to deliver a fully set business plan and model with efficiency and accuracy every time. They are always willing to accommodate changes and help you along the way. Highly recommend their services.
Business Plans USA caught my attention first off from the design component of their business plans. Just as important as the content that is in the plan, the layout and graphic imagery completes your business plan. Business Plans USA far exceeded my expectations from a content and graphics standpoint. The depth of staff and industry knowledgeable experts that created the plan was nothing short of amazing. Their finished product was top notch and has already turned heads with those that have reviewed my
Love her! Great business consultant! From the very first interaction, it was evident that she was not only highly knowledgeable but also incredibly kind and empathetic. Navigating my first steps in launching a personal project felt overwhelming, and I wasn't sure where to begin. She not only provided me with excellent advice but also took the time to genuinely understand my vision and aspirations. Her ability to listen attentively and ask the right questions was great. What stood out the most was her patie
Zoey has been a pleasure to work with. She is incredibly responsive and efficient. As I navigate through the rebranding process, the information provided in the feasibility report has been absolutely invaluable. Zoey is not only easy to work with but also very understanding of our needs. I'm genuinely thankful for her support, and I'm confident that if I ever require more assistance, I'll have no reservations about reaching out.
Zoey and her team were wonderful to work with! They produced work on time and as promised. The level of research was beyond what I could have ever done on my own. Hiring Zoey was an investment in the future of my business and money well spent!
I recently had the pleasure of working with Business Plans USA for my startup venture, and I must say, they exceeded my expectations in every way. Their comprehensive range of services, including business plans, market reports, research and analysis, social media optimization, and web design, made them a one-stop solution for all my business needs. Right from the initial consultation, their team displayed a high level of professionalism, attentiveness, and expertise. They took the time to understand my busi
It is always a pleasure working with Zoey. She is very efficient, professional and plays a key role in helping my small business clients create stand out business plans.
I can?t thank Zoey and her team enough for writing my feasibility report! They were spot on about what to include in the proposal!! If you want any type of business proposal or anything to do with starting a company use her service! I can?t say enough about them!!! My report came out like?.. WOW!! ???????? again thank you Zoey!!!!!
"So grateful I hired Zoey and her team! They are amazing at what they do. She was great with communication, and gave excellent input with any questions I had with grant proposals. Definitely 10/10 recommend! ??
Arezo and her team were fantastic. They were responsive, professional, and helped us create a first-rate business plan. We would work with Arezo again without any hesitation.
Zoey and her team helped me write a comprehensive business plan which I submitted to the bank and SBA. Thanks to their robust market research and financial model, I got the funding I needed to launch my business. I couldn?t be more thankful
Great experience! Personalized, paid attention to detail, communicates very well through out the entire process, answered all questions and even gave me some pointers moving forward. Well worth the investment. To put it plainly- I?ve purchased from others that were cheaper- theirs doesn?t compare to this teams? in both product and service. Great job team!
Zoey and her team are amazing. They quickly understood a complicated feasibility plan and executed phenomenally, and FAST. Will certainly work with them again.
Zoey did such a great job on my business plan. She exceeded my expectations. I will be a returning customer.
Arezo is a brilliant businesswoman with the necessary personal touch when the situation requires it. I can't thank her enough for her input! I am looking forward to her input on future projects!
As a result of Zoey's excellent service, we received a concise roadmap and an unsurpassed executive summary. My gratitude goes out to you.
Zoey completed business and security plans for us. Her prices were competitive and the quality of work is excellent.
They were great and I would highly recommend them to anyone. They were quick, well priced, and did a wonderful job.
We work with Business Plans USA on a regular basis and highly recommend them. They are professional, reply promptly, and do solid work.
Business plan was turned over very quickly to meet my banks deadline! I've gone to this company twice now and they never disappoint.
Such a pleasure to work with. Extremely professional and met all deadlines on time. Will definitely utilize again if needed.
Would highly recommend them! Thank you so much for revamping our Business plan. We love it!
I needed a Business Plan in short time for a potential investor. Was able to get it quickly and efficiently and recieved the investment!
Zoey is an absolute pleasure to work with! Always quick to respond and was very knowledgeable!
Zoey did amazing job.. Love to work with her.
""Exemplary work completed with professionalism and punctuality. The most patient person to work with.""
Zoey is very professional excellent service and is responsive with as much help as you need, I highly recommend her services
Great communication, met all deadlines, competitive pricing. Go see Zoe!
Amazing work, highly professional, on budget and on time, will use this service again
Very professional, ABOVE & BEYOND, accommodating and SKILLED. You've come to the right place!
Great team, very helpful and honest at the same time ,Thank you
Very detailed and caring. Great job.
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.