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Cardin and Company

Cardin and Company

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Forensic Accounting
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Multi-state Experience
Years of Practice
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Forensic Accounting
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Multi-state Experience
Years of Practice
CPA License

Contact Information

Address

1015 Chestnut Ave

Carlsbad, California 92008

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-12PM,1-5PM
Tuesday 8AM-12PM,1-5PM
Wednesday 8AM-12PM,1-5PM
Thursday 8AM-12PM,1-5PM
Friday 8AM-12PM,1-5PM
Saturday Closed

Customer Reviews

Cardin & Company, led by the exceptional Julie, has been an absolute lifesaver for my tax needs! As a CPA tax firm, they offer an unparalleled level of expertise, efficiency, and personalized service. Julie and her team took the time to thoroughly understand my financial situation and provided tailored solutions that exceeded my expectations. Their professionalism, attention to detail, and genuine care for their clients make them a standout choice.

I can not say enough good about Cardin and Company. I have known Julie for several years now and she is fantastic. Julie Cardin is extremely professional, knowledgeable and accessible. In her office you will find a team of very qualified, courteous professionals. This past year I was most fortunate to work with Julie's colleague, Eric Schwarberg. He is an amazingly skilled attorney. Someone you definitely want on your side. You can't do better than Cardin and Company for all your tax and legal needs.

Its always daunting when the IRS decides to audit your business. With several firms in the area, finding the best one can be a task in itself. After several visits and appointments to many tax accountants. I decided Mrs. Cardin was best fit to help me out during a very stressful time. She has years of experience working under the IRS as a well respected field agent. Blown away by her professionalism. She went above and beyond to make sure my tax situation was resolved in a diligent manner. I was very impre

I have been using Cardin & Co for over a decade. Never had any problems over the years with any taxing agency questioning the work. Knowing she is a Tax Attorney as well as a CPA helps me rest easy at night. Will continue to use C&C as long as there are income taxes.

I have been using their services for a few years now and Julie is simply awesome. She helped me through a very difficult time while going through a divorce and dealing with the IRS and other tax issues. She also cares about you as a person and I always feel welcome and important when I meet with her. If I don't understand something, she explains in terms that I can understand. Thank you!!

I have been using Julie's services since I moved to San Diego 10 years ago. She and her team are professional, knowledgeable and always helpful! Her knowledge of law, accounting and tax law make her a one-of-a-kind asset and I'm extremely honored to have her on my side.

Wow I am so grateful I found Ms. Cardin, she is a wealth of knowledge and so sharp. I only wish I had met her sooner, prior to signing my divorce MSA. I highly recommend meeting with her if you?re going through a divorce to help protect yourself.

My trusted, talented CPA for decades.

Ms. Cardin and her staff are extremely knowledgeable, professional and service oriented.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.