*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.*
3016 W Slauson Ave
Los Angeles, California 90043
?????????? I had an exceptional experience with Maria Smith this tax season! From the moment I walked in, I felt welcomed and valued. She took the time to thoroughly understand my financial situation and answered all my questions with patience and expertise. The process was seamless, and Maria attention to detail gave me confidence that everything was being handled accurately. I appreciated the proactive strategies Maria suggested, which not only saved me money but also made the entire tax process less st
I can't recommend Ms. Maria enough! She has been incredibly helpful whenever I've needed anything, always providing top-notch communication and answering all my questions with expertise. Even when I've been late or in a bind, she has always found a solution. Her office is welcoming and professional If you need tax services or business advice, Ms. Maria is the person to go to! She has helped me tremendously over the years, and I wouldn?t trust anyone else with my taxes.
I've been using Ms Marie for my taxes for years now, and I wouldn't go anywhere else. She's incredibly professional, with excellent communication skills, and is always so sweet. I highly recommend her to anyone in need of tax services ? she truly does it all!"
Ms. Maria is a EXCELLENT tax preparer! She is thorough, efficient and timely. I appreciate her services, support Chase N Paper Tax Services because she creates results.
I highly recommend Chase N Paper Tax Services for all of your financial needs. Maria is professional and knowledgeable. Her knowledge helps you receive top dollar. Run, don?t walk to Chase N Paper!!
?I been filing with Momma Mmm for over 16 yrs. She assisted me with getting my business started and continues to manage my business needs. I highly recommend her for all your tax needs!?
I have had my taxes done with chase paper tax services since 2019 and I have always had a quick response to any issues and no delay in receiving my taxes ! You won?t be disappointed
To sum up my amazing experience over the years my services has always been filled with Attentiveness,reliability , and amazing communication which is a win when it comes to my taxes
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.