*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.*
6700 Fallbrook Ave #195
West Hills, California 91307
Carlos??smart, quick, wise, honest, down to earth, kind, try to explain no matter many time I asked questions, very polite and come out of my difficult situation so wisely??appreciate sooo much and will be recommending to everyone . Need more parking space lol.
Calos is simply amazing! He is always there if I had any questions even ones not related to the tax return when I need help with my business. His fees was also very reasonable and I get the my taxes ready fast. I'm very pleased with his service and highly recommend him.
I had been doing my taxes with Carlos for many years. I could not ask for a better, knowledgeable person. Carlos is also bilingual, which is a huge plus here in California. So do not hesitate to contact him for his services.
YOne star is too much! SAVE yourself your money and go to a different accountant. In 2019 (we are now in 2024) Husband and I went to him, we have records of all documentation including Carlos being rude with me because I asked him something that I questioned. Come to find out about it a year later when Carlos filed our taxes there were W2s that he did not even include due to his inability to include it we are STILL paying the taxes and penalties on his incompetence for not paying attention to detail. Save y
Doing your taxes may never be fun, but the right person can turn the worst annual chore into a manageable?and, dare we say, rewarding?afternoon. The best tax services ( CB incometax )ensures you get all the credits and deductions you deserve, without dragging you through forms hell. After testing a lot of different tax places and apps, we ( my wife, family and me) can say with confidence that CB IncomeTax is the most sophisticated, accurate, and straightforward company for the job.
Efficient, helps throughout the whole process, my first time doing taxes and it was amazing. Thank you so much Carlos.
Excellent experience through out the years on personal and business tax returns Ty Carlos
I do my taxes here for my company's and personal, the are very professional and friendly. 10 out of 10
Been going here for years, Carlos is really good and trustworthy, I highly recommend him
(Translated by Google) Excellent advice, Carlos has great knowledge on the subject, which is a great tool for consultation throughout the year to arrive with the best when it comes to filing your taxes. (Original) excelente asesoramiento, Carlos tiene un gran conocimiento sobre el tema lo que es una gran herramienta de consulta durante el a?o para llegar con lo mejor a la hora de realizar tus taxes
(Translated by Google) Excellent company, highly recommended, grateful to Carlos for his professionalism and attention (Original) Excelente empresa , s?per recomendados , agradecida con Carlos por su profesionalismo y su atenci?n
(Translated by Google) Very good comments, very useful all the help and disposition (Original) Muy buenos comentarios, muy ?til toda la ayuda y disposici?n
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.