*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.*
1501 San Elijo Rd suite 104-101
San Marcos, California 92078
CA HR Services is an exceptional HR Consulting firm. They are extremely knowledgeable and professional in all aspects of Human Resources. I have worked with Nadia Ardebili for over 10 years and she is fantastic at what she does. I would highly recommend their services for any organization who needs HR Consulting.
Our experience with CA HR Services has been outstanding. We encountered a challenging period with the departure of our previous HR Director and the transition of our Executive Director. CA HR Services stepped in and provided invaluable support. They ensured our HR operations ran seamlessly and guided us through the transition smoothly. Their expertise and commitment were instrumental in our journey towards enhanced HR functionality and stability. If you're looking for top-notch HR services, CA HR Services h
We have been using CA HR Services for going on 2+ years now. Nadia has been wonderful keeping us "in line" (i.e., compliant) with changing CA labor laws. She's been professional, amazingly knowledgeable, and a true joy to work with. She has assisted us from the beginning with team member recruitment, developing our employee handbook, coming to our office and showing myself and my office manager how to "correctly" process and file new-hire paperwork, and has provided customized HR subject matter trainings to
CA HR Services, and Nadia in particular, have been long term partners with Ingenium, and she and her company have helped us navigate some very thorny HR issues. She has provided service to us for over a decade, and has been instrumental in shaping our HR policy so that it is complaint with the ever changing regulations in CA and Federal law. I strongly recommend her and her company. Gary Lundstedt COO/CFO Ingenium
I owe my livelihood to CH HR Services! Nadia and her team are top notch and really go the extra mile with their clients. Parallel to their expert knowledge of all Human Resource aspects, their willingness to help is unmatched. Additionally, they know more than just California law and can help facilitate in other states as well. I continue to use and will always use CA HR Services and recommend them to any business - 1 to thousands of employees!
Not such a good experience. After reviewing the circumstances with CA HR services around the decision to terminate an employee 100% based on performance that was currently out sick, we were told the risk of a law suit was very low based on the information and documentation we provided to CA HR services. Now our company is being sued for 80K. Our attorney who is now handling our case told us that was "terrible advice" and that we should have brought the employee back for a minimum of 30 to 60 days before pro
CA HR Services helped us out when we had a need for an interim HR director. They provided an outstanding individual, Melissa, who provided very high-quality service and made everything easy for us. Nadia, the owner, really delivers and I recommend her, Melissa, and CA HR Services highly!
CA HR Services is my automatic go-to for all things HR. Such a knowledgeable and reliable staff! They will go above and beyond to find answers and even provide more information to make sure you and your company are covered. I utilize their HR intelligence for both a few companies in California and another in Arkansas. I wouldn't trust my business with anyone else.
I would highly recommend CA HR Services. The team is knowledgeable and helpful. Our company is saving quite a bit of money. Our HR Manager retired, and rather than replace her, we utilize CA HR Services and save the cost difference. The Accounting Team handles the daily HR tasks and the consultants handle the higher levels tasks efficiently.
CA HR Services is extremely reliable & knowledgeable! They will make themselves available within minutes for something urgent, and even if a situation warrants further research they will do what it takes to find the necessary facts. Highly recommend this company to someone looking for dependable & trustworthy HR consultants!
Nadia's class is the best. She applied practical real scenarios to test our judgement and knowledge in HR stuff. She is very engaging and animated. It was never a boring class. :)
We have had a great experience working with ca hr services. I would highly recommend them to anyone that needs assistance with their hr services. A+ for their performance. This is one company that you can depend on.
Nadia and CA HR Services did a great job helping me update my resume to current standards, using all the new key words to catch a reviewers eye. Thank you so much.
Nadia and her team have done wonders with our HR Department. We are so lucky to be able to utilize them. I highly recommend them to anyone who needs their services!
Outstanding company with excellent service. They have been very helpful, professional and patient in every step of the way.
Excellent services! Can't thank Nadia enough for her assistance!
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.