*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.*
8616 La Tijera Blvd Suite 502
Los Angeles, California 90045
I've been getting my taxes done at Capital Financial Services for the past 5 years. I always receive a quick and stress-free experience and the work is exceptional. Tobi is very knowledgeable and always leaves me with the best advice for maximizing my deductions and keeping my finances in order. He?s proactive in finding ways to optimize my tax strategy, making sure I?m compliant while taking full advantage of every opportunity available. He's helped save my business so much money each year! Highly recommen
Capital Financial Services Inc. is my absolute favorite in the financial services world?definitely top of the list! It's truly a one-stop shop for EVERY SINGLE money-related need! ???? I've been a loyal customer for 10 years and I can honestly say I've NEVER been let down. If there were more stars to give, I?d go all out because they are just THAT AMAZING! I dare you to try them out?you won?t regret it? TRUST ME! ????????????????????
I?ve been a client for over 15 years. Capital Financial Services has been my go-to for tax prep, and they never disappoint. Every year, my paperwork is handled smoothly and on time, which takes a huge weight off my shoulders. The staff is not just professional but also genuinely friendly?they make the whole process a breeze. One thing I really appreciate is how thorough they are. Every expense and source of income is accounted for, so I always feel confident that my taxes are done right. Whether it?s answer
Tobi Omotosho , the owner, has prepared my taxes for many years. I highly recommend him. His service in the office or online is excellent.My taxes are prepared accurately and refunds are processed expeditiously.
Toni is a great guy, very professional and knowledgeable. He got me more than what I expected to get back in my refund, would definitely recommend his services to everyone.
Great Service, Great Attitude, Great Skills and Knowledge Base. When my father passed away, I needed a lot of help managing his estate. CFS helped me obtain financial records, maintain bookkeeping, and file estate taxes. They made the process easy and uncomplicated during my grieving process which is exactly what I need at that time.
Excellent customer service and accurate. The owner is very patient, he reviews the completed tax forms and answers any questions. Very pleasant.
Capital Financial Services demonstrated exceptional professionalism and expertise throughout the entire process. They took the time to thoroughly explain each step, ensuring I understood everything clearly.
I?ve been coming here for years! I hate doing taxes but Capitol Financial Services makes it painless! Know your in good hands here!
Tobi was professional and very knowledgeable. I would recommend his services to any and everyone.
A good gentleman with good experience who can get the job done quickly without any hassle. Thank you for your service.
Capital provided excellent service and provided me with tons of new information to help my business moving forward. I would highly recommend them to anyone
Amazing!!! They are more than patient and willing to explain any questions or concerns you have. I highly recommend!!!
Very prompt and courteous.The tax preparer was knowledgeable and helpful
it was a very easy and fast process would recommend!
Great tax office and advice!
Great services! I get my taxes done here and I am very impressed with the level of knowledge and quality.
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.