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4000 Barranca Pkwy #165
Irvine, California 92604
For about 5 years now I have been Using the professional services of Nick Pham and Kimberly at CPA Corner In Irvine California and I have been very pleased with the Professional Service and Expertise of Nick and his team. They are very efficient, meticulous and organized and help me with all my tax questions and make me aware of many tax situations. Their Response time is very fast as well and their rates are very reasonable. I highly recommend them for their accounting skill and friendly helpful attitude.
I have used CPA Corner for the past several years to file my income taxes. I have been very satisfied with their high level of expertise, and their responsiveness to my tax questions. Kimberly always gets back to me quickly, with thorough answers to my questions. The CPA Corner?s knowledge of the details of the tax laws has consistently saved me money. In addition, the CPA Corner has a nice system that allows me to upload my tax documents to their server, which I find convenient and well organized.
I have been with the The CPA Corner for five years after leaving my previous tax consultant who I was unhappy with as he did not communicate. Since being with Nick and his staff I have found their thorough nature to be high quality and very professional. When communicating timeframes to get things done, this team always sticks to their deadlines. My returns have been made easier as Nick goes through a detailed explanation and never any surprises. I could not be happier with the CPA Corners expertise, kn
I've always prepared my taxes myself for many years as they were simple. In 2022 I invested into some extremely difficult pass through companies and had no idea what I was getting myself into. I spoke with Kimberly on the phone and she was so extremely nice, professional and knowledgeable about my tax problem. I decided to hire CPA corner to prepare and file my taxes and their service was professional, thorough and quick. All questions I had Kimberly took the time to make sure I understood the answers. I d
Nick is totally a professional. He's a great CPA. CPA Corner is fantastic. Nick is always there to provide support and advice. I highly recommend Nick who gives me honest and brilliant advice and has helped to inform many of my decisions to run a successful business. Hearty Smile Dental 10161 Bolsa 209A Westminster CA 92683
After my terrible experience with my old CPA, I was very happy to meet Nick and Kimberley. Nick explained everything to me and answered all my questions. I have had a great experience with Nick Pham at CPA corner. He reduced my taxes and saved me a lot of money. I highly recommend Nick and the team at CPA corner. They are very professional and highly knowledgeable. I plan to stay with Nick every year for my taxes.
I had the pleasure of working with Kimberly at the CPA Corner for the second year in a row. I could not be more pleased. She is consistent, continues to be pleasant, professional, very knowledgeable, and detail oriented. I feel she sees me the individual and my needs versus pushing me through due to the rush of the tax season. Kimberly answered all of my questions and gave suggestions that helped me make the decisions that are the best for me. I am very happy to have found The CPA Corner and Kimberly an
This is my first time that I have been filing my tax with CPA Corner. I have been extremely satisfied with the overall experience from making an appointment over the phone to sitting face to face with a professional tax specialist who is genuinely determined to ensure that your tax are files in the most accurate and efficient manner within the prescribed boundaries of the law. The office is very clean and professional. Ms. Kimberly and Mr. Nick are very friendly and knowledgeable. They willing to expedite
I highly recommend Nick and the CPA Corner for accounting services, especially for tax preparation. I have a personal independent contractor account, and I also opened up a new S-corporation business last year, prepared with a previous accountant, and this previous accountant botched it (i.e. incorrectly calculating my W2 statement, misspelling my name and address on important documents, unnecessary fees for unnecessary meetings and corporation items). Nick and his team were like a breath of fresh air. He a
Nick is super helpful and reliable. He helped me on getting back my tax refunds at a reasonable price. I've asked many CPA to help me with my case but they all rejected due to its complexity, but Nick accepted it because he knows what he is doing. I really appreciate his work and effort.
I found The CPA Corner online, after searching for trustworthy and legitimate accountants to handle mine and my husband's complex tax case. Upon calling, I spoke to Kim, who spent around 15 mins of her time on the phone with me to discuss in detail the complexity of my taxes; Kim was more than willing to help and referred my husband and I to Nick. After spending an hour with Nick in a consultation, we decided to file our taxes same day. Nick was personable, educational, enthusiastic and overall optimistic
Professionalism, reliability, knowledge and customer oriented is how I would describe this office. I have been using Mr. Nick services for the last 2 years. As an immigrant my taxes are somewhat complicated. But the extensive knowledge and experience of this team has made filing my taxes as smooth as can be. If you are looking for THE greatest CPA, look no further. This team is in your CORNER!!
Nick has been a wonderful tax accountant to work with. He helped me with a recent IRS situation and refiled the tax return with efficiency and accuracy. He is very professional in handling the case. Nick explained things to me very clearly in every step of the way and provided me peace of mind throughout the process. Definitely recommend him to anyone looking for someone to solve tax problems.
I'm so thankful to have found the CPA Corner team, this is my 3rd year with them and I never have to worry about a thing when it comes to tax season! They remind me when I need to upload documents to start my tax return, I submit everything online on their secure, easy-to-use site, and they call me within a business day if I'm missing anything or to answer questions. It's good to know that Nick and Kimberly always have their client's best interests in mind -- thank you Kimberly for giving me a call before t
Nick is a great accountant. He is very detailed, professional and experienced. Every year for the last six years I've been owing money to the IRS because my prior accountant either was not experienced or did not bother doing his job. Since I've been coming to Nick for my taxes, He's already saved me so much money. First time in years I am actually getting a check from the state tax. He sits with you and explains all the details of your taxes and what he will do to save you money.
We had a very positive experience with Mr. Nick Pham. Very professional, competent and customer oriented. Always transparent, he explains us every single step that any process would require In addition of filing taxes, we filed an ITIN for my wife and it was a very smooth process. We are now filing for tax amendment for a previous year and, again, Nick is doing an excellent job. His staff is also great, easy to communicate with and always available. Couldn?t be more happy and will definitely keep coming to
Filing your income taxes can be stressful, but I was fortunate enough to have found Nick, Managing Partner of The CPA Corner. Nick's professionalism, knowledge, timeliness, outstanding communication skills, and sincere desire to help me, made filing my 2015 taxes a pleasant experience. I would without a doubt recommend The CPA Corner to anyone in need of superior accounting services! NICK IS THE BEST!!!
I had used this company to get a projected tax liability for a fairly complicated earnings and losses in 2023 and I am very happy with the information they supplied. Their projected numbers came very close to the actual numbers. The team were professional; on time; and delivered on what they committed. Their fees were reasonable. The best thing was I ended the year being on top of things and with tax liability *not* on top of mind. I'd say the fees I paid were worth every penny. Highly recommend their
Nick is super professional, very accomodating, and knowledgable in tax matters. This year, my taxes were quite complicated and he not only helped me navigate exactly what needs to be done but also saves me a ton of time and money in the process! I definitely recommend Nick and his team at CPA Corner for your tax preparation.
Nick Pham Accounting makes taxes easy, fast, and efficient. I've appreciated the professional and personal care we have received very much! I had large amount tax return check since I found him, and even he recheck my last two years tax return, which were from another accountants, and I got huge money back from the mistakes. ?? If you are interested in a CPA certified accountant, I would like to recommend his services to my friends and family for all their accounting needs, because he does the speed and
Nick & his team are fantastic! My business partner and I use him for our two businesses as well as personal taxes and he has done wonders to ensure we are doing all we can within the rules of the IRS. He has also helped us be more proactive and plan so there are no surprises and we are well prepared. They are so responsive and helpful. I couldn't be happier!
Just a note to say thanks to Nick and the team at the CPA Corner. After a couple rough years with our old CPA, we brought our company tax problems and legal entity issues to Nick. Nick and the team have a very professional and thorough process which identified many mistakes that had cost us a LOT of money and we were headed for more trouble. I'm happy to say all of our issues are now resolved thanks to Nick and the team and I'm able to report to our leadership team with confidence our tax and legal complian
In one word, - Nick is amazing! His team and himself did a great job for my 2016 Tax Preparations and 2015 Tax Audit. I am very happy my friend recommend him to me. His profession working method gives me great impression. After he accepted my case, he had two meetings with IRS and he is one of the most trustable and respectful CPAs in this area. I strongly recommend him to my friends.
After spending an hour with Nick in a consultation about my business and personal tax, I decided I will be filing taxes with his company. Nick was very knowledgeable and very helpful. He explained things clearly. Nick answered all my questions, and advise me on specific business structures. I feel more confident regarding tax laws after talking to Nick. I would highly recommend The CPA Corner Firm.
I have used the same CPA since 1994. She was based in Arizona where I use to live. Even after moving back to California I would still mail her all my paperwork and she would complete my taxes. Last year I had started a Corporation and thought it was time to find a CPA closer to me here in California. After searching for many CPA?s in my surrounding area and reading many reviews, I decided to give Nick from The CPA Corner my business. Let me tell you, I definitely made the right choice. He prepared my taxes
Stop looking any further and just leave your stress and headache about your taxes on The CPA Corner and let Nick take care all of that for you. Dose it sound like a commercial advertisement to you? :D Definitely ? no marketing, no advertising or anything likes that on this review. 5 Stars because he deserved it. I found out about The CPA Corner through Yelp and Google and based on the great reviews I decided to call Nick to help me out on my personal tax since my accountant guy left me without any response
Nick Pham is a professional who has clarified and handled my taxes, ran multiple scenarios to explain certain points and made recommendations. As a business owner for 15+ years I finally feel comfortable in the explanations brought forward. He was able to share his knowledge and translate them in simple terms. Up to date with the tax laws I feel comfortable working with Nick and the team at CPA Corner.
Had a great experience. Kimberly is extremely competent, quick-witted, and knowledgeable on a variety of complex tax situations. To be specific, I had multiple states, part-owners, investments, divestments, passive & active income, all confidently and competently handed. Customer experience and responsiveness very solid and structured enough to build confidence that they knew what they were doing. Will get busy pretty quick so book soon.
Ms. Kimberly is an excellent accountant to work with. She is kind, efficient, ethical and knowledgeable. Ms. Kimberly made time to understand my situation and answered all my questions. I am glad I have an accountant I can trust. This is perhaps one of the best CPA accounting offices. They are very professional, friendly and knowledgeable. Couldn't ask for a better office. Thank you for your help, you have a lifetime client now.
I was dealing with serious medical issues not to mention I had not completed my taxes for 2014 in December 2015. Needless to say my stress levels were through the roof. I reached out to Nick at the CPA Corner and he took care of everything for me. All I had to do was email over my tax paperwork and after only a few questions Nick had completed my taxes for me within two days. Not only did he complete my taxes very quickly and seamlessly, but he also saved me over $1,300. Nick made my financial stress l
I read the great reviews for the CPA Corner and decided to use them to do 2 years of amended taxes. They prepared them without any issues and I didn't have to worry about it ever again. I have been using them for the past 3 years to do my yearly taxes and they will find every deduction there possibly is for you. I will continue to use Kimberly and the team for my taxes for peace of mind.
The CPA-Corner and Nick Pham saved me from a very scary situation. Nick was very accommodating, knowledgeable, but most importantly very honest. He tells you exactly what you need to know and what needs to be done for the best outcome in any situation. Whether it be your yearly tax filing services or any audit situations. I am so grateful to have found Nick and will continue to use his services for years to come.
I would like to express my gratitude for the exceptional assistance provided by Miss Kimberly. Over the course of two years, she has continually supported us with our tax obligations, and I wholeheartedly recommend her services. Miss Kimberly demonstrates a keen eye for detail and delivers a thorough, step-by-step guidance to ensure precision and accuracy throughout the process.
Edited October: I had high hopes given the firm came recommended. I had complex situation, was charged nearly 2k, but a state revenue dept took issue with my return and Kim wasn?t able to help because she didn?t have time to respond by the deadline. Very disappointed. ?? Worked with Kimberly through some complicated taxes. Very knowledgeable and helped tremendously
Nick Pham and his firm, The CPA Corner, are the best CPA firm that we've ever used! Rapid responses but more important extremely careful and runs audit checks to protect us in triggering those flags unnecessarily on our tax returns. Very patient with me, which another CPA might be offended otherwise as my micromanaging because I value 'Inspect what you Expect.' What makes Nick's skills with friendliness so great is I always catch myself as the weak link rather than him when I challenge an item or deduct
I am happy to say that CPA Corner has been my partner for over a year now and that they have given me the opportunity to expand my business. Nick is very helpful and he knows so much about taxes. He?s guided me in so many ways. Such a helpful company. Very reliable.
Hi Nick knows exactly how to file correctly. No short cuts, no hidden fees, no hassle filing, detailed and organized! Sadly, I paid legal zoom about $1K to mess up my life and cheat me. Even though I'm paying Nick, he's getting it done correctly and he has easy quick steps to follow. I'm not the most internet literate person around, so his step by step guidance works wonders for me. At the same time, I know exactly what is going on with my taxes and financials. There's no middle man, so you deal dire
I was introduced to Nick's tax return service by a local ad. I enjoy every single bit of it. Mr. Nick Pham at the CPA Corner - went to my file and pointed out every single details that related to a foreigner (in this case Canadian) working in California with incomes from both Canada and the US. He walked me through various issues, as if he was a tour guide in the tax matrix. Since I had some accounting background, Nick's service serves as a delicious mental meal for me. I strongly recommend anyone residen
I usually did my tax return every year through Turbo Tax. However, this year, my tax became very complicated due to stock tradings and multiple incomes. I tried to file with Turbo Tax but after a few days with hundreds of tax forms, I was overwhelmed with all the numbers. Seeing how much I had to pay more to IRS, I was panicked so I looked around for a professional CPA to help me. Since there was only a month left, no one would help me with all of my crazy tax papers. I was hopeless when I called Nick Pham
I've used certain websites and programs to do my taxes myself for years just to save money and have never been satisfied with the results. After working with CPA Corner for my taxes this year, for the first time ever, I finally have a good feeling after filing. I actually look forward to working with CPA Corner next year. The people here are patient, honest, professional and very knowledgeable. This was a great experience.
Fantastic. Professional. Flexible. Understanding. Nick and his team are great. I've gone to them three years running and they are meticulous, fast, informative and responsive. Out of several CPAs and other tax prep methods I've tried, they are definitely the best I have encountered. 11/10, would recommend.
Nick has been doing my taxes for the last few years and I couldn't be happier! He is extremely knowledgeable and informative and on top of all the new laws, rules and regulations. He is always very responsive to all of my questions and makes this nerve racking experience smooth and seamless!
CPA corner firm is a great and helpful firm that I am using right now. Mrs Kim and her team is very knowledgeable about tax. I had asked her to help me out with my business tax and personal in a short period of time. She was willing to help and resolve everything to me. I am truly happy with their service and communication. Thank you
Nick and his team provided us with extremely swift and professional tax filing services. After discovering that our prior accountant had made a critical error which forced us to refile our state taxes, The CPA Corner re-did our tax returns within a week and we were able to quickly resolve our tax issues with the state.
Nick and others at the CPA Corner are a pleasure to work with. The CPA Corner's tax process guides you through your yearly taxes with relative ease. I've found them to be very diligent in their trade and willing to answer my tax questions or provide insight into tax code changes that are coming.
Nick and his staff have been fabulous. They know the laws and fought hard for our 2 IRS Audits. They won both our audits saving us almost 100K in what the IRS was erroneously trying to say we owed. They will be doing all of our tax returns every year from now on to be sure we have everything in proper order. Much cheaper than a tax Atty!!! Highly recommend to anyone who is having issues with the IRS or just general tax returns.
I have been a client for seven years and I am always amazed at this team's patience and professionalism. They are extremely knowledgeable and organized. My taxes are usually difficult but Nick finds a way to simplify everything and make it easy on the client.
Nick went above and beyond our expectations and helped us resolve the case in a timely manner. We had a complicated tax situation, kind of urgent and chaotic. He guided us through the whole process and with his thorough knowledge and skills, he saved our lives. He is quick, reliable and a trusted CPA. He becomes our accountant now.
Mr. Nick Pham is very professional and extremely trustworthy. He is very knowable of various tax laws and provides important and useful tips during the process. I had a very positive experience with Mr. Pham. He answers and explains everything clearly and ensures that you feel comfortable and understand different areas of your tax return. He has also implemented a very easy to use and secure environment for his clients to submit and review documents. Thank you for your hard work and professionalism.
Prior to coming to CPA Corner I went through a company online to manage my business taxes, which was a disaster. I am so relieved we came to CPA Corner and met Nick. He is extremely thorough, patient and knowledgeable. He was able to get everything situated correctly with my personal and business taxes.
I found Nick a week before the tax filing deadline. After I explained my situation to him, he agreed to see me (even though he was very booked already). Nick was super helpful every step of the way and updated me promptly whenever anything came up. Highly recommended CPA.
I have been looking for a great CPA for years. 5 years ago I for fortunate to find CPA Corner. They have all the pillars of a great CPA. Trust, Professional, Experience, Knowledge, Diligence, Accessible, and Direct. They show you the big picture while not missing the important details. I will be moving out of state but will not change my CPA. I personally feel stable when I have a great Mechanic, Doctor, Pastor, and CPA. I highly recommend CPA Corner. It is a great investment.
This is the second year I am using The CPA Corner to help me with filing my taxes and I have nothing to say but positive things. Kimberly and her team are very thorough and professional and they guided me to the best outcome possible regarding a potential messy 2020 pandemic induced filing. They gave me all the options and explained in detail about each possible scenario. I will be utilizing their services for sure next year!
Nick and his team at the CPA corner were awesome. I was overwhelmed by all my tax stuff because I am self-employed but they walked me through want I needed to do and they were friendly and kind. They are now my official CPA and I look forward to working with them for many years to come!!!
Nick is definitely very professional, he helped me a lot. He has been taking care of tax papers of my business in Orange, CA, and I had no problem with him whatsoever. He has been taking care of everything very nicely. I would recommend him anyone.
Kimberly is AMAZING! I had so many issues with my tax returns last year and had a few special conditions for my tax returns this year. She bent over backwards to help me and I greatly appreciate it! I will definitely be recommending their services to my friends and family, thank you so much CPA Corner!!!
I went in to see Nick Pham at the CPA Corner after searching many CPA's in the area. Nick was courteous and informative over the phone so I agreed to pay a consultation fee to see him for an hour. Nick asked me several questions before starting the consultation and wanted to find out that he was the right fit for me before the session began. Although I only paid for an hour session he met with me for over an hour and a half. This has been the most helpful consultation I have received to date while starting
I highly recommend using CPA Corner for your audit and tax needs. We have used them for years and been very happy. I had submitted our books and my calculations for gross profits was very different from what CPA Corner said. I "argued" a bit thinking I was right but in the end I redid my calculations and I had been wrong. This error they found saved us paying ~$10K in taxes. They truly work to make sure clients pay taxes that are necessary and no more.
If you have tax problems, CPA CORNER will solve that. Mr. Nick Pham is the main man. He's the nicest & empathetic person you'll meet. Their services are honest to goodness, non judgmental and never take advantage of you. This is why I was so eager to make this review because they deserved to be appreciated. Since the time we started filing for an income tax, we tried to avoid being prepared by a tax accountant due to hearing people's stories that they are expensive. We used turbo tax each tax filing. But th
We was helped by Nick before when we came to this place last month. He was a very professional, friendly with broad tax knowledge. Even though our case was complex, he still managed to handle it very well. We really appreciate your help Nick and we were completely satisfied his service and thorough caring.
Kimberly was great, she communicated everything in detail and was friendly and knowledgable. Nick on the other hand... was difficult to work with, did not listen to our company's needs, was condescending and did not provide any value to the goals we were hoping to achieve. Fortunately we were able to find another accounting firm that wanted the work.
I've been using CPA corner for the past five years. I am pleased with their services. Nick offers good tax advice on filing tax returns and makes the process easy. Rex Behrashi, CFP
A friend of mine referred me to Nick?s office and I am happy with his service. He is knowledgeable and truly cares for his clients. He answered all of my concerns and questions to make me feel comfortable. In addition, he is professional, friendly and always looks out for his client's interest. His rates were so reasonable
I got very lucky with my Google search. I needed to find a very good CPA and I found Nick. He clearly explained the process and assured the results. It is often said to have a good doctor, lawyer, mechanic and accountant. I found my account and I would recommend him to others. If I had a time machine I would have hired him years ago. "Measure twice then cut once."
Nick is very knowledgeable and professional. Whenever there is an issue, he will personally call you to explain in detail. His team works around the clock to help us file our very complicated tax and save lots of money. Highly recommend his service!
Nick Pham and his team at CPA corner are a joy to work with. Nick is very knowledge, patient and explains complex law in a way that's easy to understand. I'd highly recommend his services!
We have used The CPA Corner for six years. Nik and Kimberly have been a pleasure to work with. My husband passed away in 2019 and they have been very helpful helping me navigate the legalities.
The CPA Corner has the best customer service. Nick and his team are professional and knowledgeable. I would highly recommend them for anyone who looking for a trustworthy CPA service!
The CPA Corner has been the premier CPA firm for my corporation and for our clients for over a decade. The professionalism and consultation surpassed competitors. We promote CPA Corner's values and integrity and the attention they provide each and every clients.
I have looked around and met with 2 different CPA's before I found CPA corner inc. None of them could answer my questions or treated me with seriousness as I am new to accounting and business. Nick is great, very helpful, and takes time he takes to explain the details of everything, which is what i needed.
Nick helped walk me through everything I needed to know in order to file my taxes for the first time for my business. He helped ensure that my tax liability was the lowest it could be and saved my thousands of dollars.
Nick is friendly, helpful and knowledgeable. He knows his stuff. He has helped me out during a tough time in my life with his expert tax knowledge and experience.
Going on my third year with CPA Corner. Kimberly is very professional and very organized. I am very happy with their service. Highly recommend.
Nick and Kimberly are very professional, knowledgeable. They get my taxes done properly. i?ve been with them for several years and highly recommended!
This has been the second year I have worked with Kimberly at the CPA Corner and I am happy with how well they are able to accommodate my unique tax situation. Great service, do recommend!
CPA Corner is a great place for you to come and do your taxes. Nick has helped me out with the paperworks and is overally very helpful.
I was desperately looking for a new CPA, After the last CPA numerous mistakes on both my business and individual taxes Y-21, CPA Corner knowledge and patience has brought back some peace of mind while we work through the Amendment process.
I have to say this firm is very unprofessional. Their phone response time is 24 hours. Ridiculous. You have to play phone tag. And the lady on the phone is extremely rude. I asked to speak to Nick and she kept being very rude saying we are book so we can?t help you. So as have now they are not accepting new clients. Move on to the next. Many CPA?s out here.
Filing tax could be a frustrating experience especially for a person who is new to the USA & starting a business as I am, Fortunately I found the CPA corner to help me out filing my tax for 2017, Nick was very nice & professional , He answers all my questions ,gave me a lot of advices in terms of Self employment tax & Business, I'm very happy with their services and will continue with their services for the coming years, they are highly recommended.
Nick is a great guy! I am glad I found him, he is amazing! I will be working with him for many years to come.
Nick saved me a few hundred dollars for my mother?s Trust. I finally have piece of mind that both her taxes and Trust paperwork were handled correctly.
I?ve been working with Nick and the team. They?ve been a great help with both my personal and business taxes. Highly recommended!
We have been filing our taxes here for a couple of years now and it was always a good experience. Great team, professional and easy to work with.
I am very pleased to be working with Nick Pham, a person that has great work ethics and clearly knows how to help his clients.
Thank you very much for your efficient services. You saved our time and cost. You understand our company requirements. I strongly recommend this company for its tax and advisory services.
This is the best CPA I could have asked for. As a small business owner with a complicated tax situation I am very grateful for the experience here and getting everything resolved.
They have prepared my business and personal taxes for a number of years. I continue to come back even though i no longer live in California. Excellent service!
Horrible communication, never return calls, save yourself the headache and go elsewhere. Just call their office yourself and see if they answer the phone
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.