*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.*
13925 Yale Ave #190
Irvine, California 92620
Charlie Kim is an outstanding CPA and a true professional. He is incredibly thorough, knowledgeable, and always takes the time to explain everything clearly. As a small business owner, I really appreciated his guidance and attention to detail. He made the entire process stress-free and was always quick to respond whenever I had questions. If you?re looking for someone you can truly trust with your finances, I highly recommend Charlie Kim!
I?ve been doing my taxes with Charlie Kim for few years he is very professional I?m really happy with his service I recommend him to all my friends and family and everybody
I can't recommend Charlie highly enough! Their team went above and beyond to ensure my financial needs were not only met but exceeded. From tax planning to financial advising, their expertise is unmatched. They provided clear, concise guidance that helped me navigate complex financial situations with ease. The level of professionalism and attention to detail they demonstrated truly set them apart. If you're looking for top-notch CPA services, look no further!
I faced tax implications with foreign income this year. Then I found Charlie online. Luckily he was able to take me on as a new client and resolve the issue. He understood that I didn't have much tax knowledge and was patient with my many questions. Charlie was both friendly and thorough in his explanation.
I am so glad I have found Charlie. It is so nice to have good CPA around Orange County so I do not have to visit LA for the service. I love about Charlie?s service for: he makes all of CPA service nice and quick, he responses his messages attentively and I did not actually have to visit his office for all my services. When it was pandemic, he connected me to IRS so he make sure I get my refunds for sure. He is professional and has kind personality. I would like to recommend him for others for sure.
Charlie has been my trusted CPA for the past five years. Despite my move to Arizona last year, I continued to enlist his services for my tax return this year. Although I couldn't visit his office in person due to my relocation, Charlie made himself available for a Zoom meeting to discuss my tax situation. I felt well taken care of by Charlie throughout the process. Not many CPAs spend as much time and effort to their clients as Charlie does. You'll feel his attention once you become his client.
With his passion, I was able to settle my business tax return well. His response was always fast and satisfactory service!
Charlie helped file my tax return at the last minute when no one was able to take me in as a new client. Highly recommend to you all.
Charlie has been filing my taxes since 2019 and I am extremely happy with his service. He treats me like he really cares. Highly recommend!
"I have had the pleasure of working with Charlie Kim as my CPA and I can confidently say that he is one of the best in the business. Charlie is knowledgeable, efficient, and always goes above and beyond to ensure that his clients receive the best possible service. He is approachable, friendly, and has a genuine interest in helping his clients reach their financial goals. I appreciate his attention to detail and his ability to explain complex tax and financial concepts in a way that is easy to understand. Ov
Client of his for the last 5 year. As others said here, he is a very good person. Very caring. Highly recommend!
Charlie is one of the kindest and nicest CPA I've ever hired. If you are looking for a cpa, you should definitely try Charlie.
He is the coolest cpa I have ever worked with. He really makes you you feel that he really cares about the client. Hoghly recommend.
Extremely satisfied. Absolute best .
Very competent Cpa! Highly recommend!
(Translated by Google) After moving to Irvine, I looked for an accountant's office for accounting issues and an upcoming tax return. Unlike other offices nearby, the reviews were very good, so I contacted them and as soon as I called, I could see why they had good reviews. I worked with the accountant without having to inquire further, and the process was handled smoothly because he explained things in an easy and easy-to-understand manner! I was especially grateful during the reporting season for consultin
(Translated by Google) Charlie Kim he?s the best!!! There are two offices in Irvine, so they are close and very convenient. Thanks to the help of CPA Charlie Kim for 7 years, I have been able to report my taxes with great ease. Please be kind, accurate, and explain a lot of information in detail. I?m very happy with Charlie Kim CPA.????????? (Original) ?? ? he?s the best!!! ??? ? ???? ????? ??? ?? ????, 7? ?? CPA ?? ? ?? ????? ?? ??? ?? ?????. ????? ?? ??? ?? ??? ??? ?? ????. I?m very happy with Charlie Ki
(Translated by Google) Charlie Accountant You teach me well and inform me well, and I really like it! (Original) ?????? ? ?????? ? ????? ?? ???!
(Translated by Google) Unlike other accountants, they are very kind and do not hesitate to provide accurate and quick answers to questions about personal or business tax reporting, consultation, and services. I think he's the best CPA I've ever met. (Original) ?? ??????? ??? ?? ????? ???? ???? ????? ?? ??? ??, ??, ??? ??? ??????? ????? ???? ?????????. ?? ?? 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.
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.