Choice Tax Relief

Choice Tax Relief

Reviews Summary

Customers overwhelmingly praise the company for its professionalism, expertise, and compassionate approach to resolving complex tax issues. Many highlight stress-free experiences, significant tax savings, and relief from IRS burdens. The team is consistently described as knowledgeable, honest, and responsive, with clear communication and no hidden fees. Several reviewers mention finding the company after unsatisfactory experiences elsewhere, appreciating the transparent, no-pressure consultations. While most feedback is extremely positive, one critical review cites poor customer service and high-pressure tactics. The consensus emphasizes trustworthiness, effective problem-solving, and exceptional support during stressful tax situations.

About This Listing

Tax Preparation
IRS Representation
Individual Taxpayers
Complex Situations
Remote Services

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

Tax Preparation
IRS Representation
Individual Taxpayers
Complex Situations
Remote Services

Contact Information

Address

1001 Wilshire Blvd #1370

Los Angeles, California 90017

Hours

Sunday Open 24 hours
Monday Open 24 hours
Tuesday Open 24 hours
Wednesday Open 24 hours
Thursday Open 24 hours
Friday Open 24 hours
Saturday Open 24 hours

Customer Reviews

Choice Tax Relief has been extremely helpful throughout the entire process. Nathan has been working with me directly, and so far it?s been an absolutely great experience. He?s knowledgeable, responsive, and genuinely seems to care about helping me navigate my tax situation. I feel confident and supported every step of the way, and I highly recommend their services to anyone needing professional, honest tax help.

After calling several tax relief companies and not feeling totally confident about spending money with them to resolve my problem, I went to you tube and listened to Logan Allec with choice tax relief where he shared very detailed information on ways you can either decrease or eliminate past tax debt. The videos renewed my hope that it could be done so I called them and was connected with Caleb. He patiently answered all my questions and outlined what he could do going forward. I could tell he was a knowled

I had an outstanding experience with Choice Tax Relief while filing my recent and several unfiled tax returns. Lulu and Danny provided exceptional customer service, guiding me through every step with professionalism and care. Their expertise made a daunting process feel manageable and stress-free. The team's responsiveness and attention to detail exceeded my expectations. I'm grateful for their dedication and support in resolving my tax issues. I highly recommend Choice Tax Relief to anyone seeking reliable

Choice tax relief exceeded my expectations in every way. I've tried dealing with my debt issues through various lawyers and just ended up in the same place minus a couple thousand dollars. I also received calls multiple times a day from tax firms making all kinds of absurd claims that if I just sent them $800-$1200 they could erase tens of thousands of dollars in IRS debt...all of which were bogus. Then I reached out to Choice Tax Relief, after watching their founder's YouTube video and they moved me thr

I?m currently working with Nathan and his team at Choice Tax, and the experience so far has been excellent. They?ve been helping me since last year with some complex tax issues, including back taxes, and I?ve already seen how knowledgeable and thorough they are. What sets them apart is their attention to detail. They don?t just file paperwork, they actually dig deep to make sure everything is accurate and nothing is overlooked. Nathan and his team are incredibly responsive and patient. They take the time t

I had a call with Tim and was thoroughly impressed. He was incredibly helpful, patient, and informative. Tim took the time to answer all of my questions in detail and provided clear, thoughtful guidance that helped me feel much more confident about my situation. It's rare to find someone so knowledgeable who also genuinely cares about helping others understand the process. Highly recommend working with him!

Choice Tax Relief is a must if you owe back taxes or in any trouble with the IRS. Logan has specifically hand-picked the best of the best in the industry to help fight for the best possible resolution! I was blessed to have been assigned Kylie to my case. Originally, I talked with Kylie, hoping to get put into a non collectible status, and Kylie made a case for an offer in compromise! This is the best resolution possible. My experience with Kylie has been amazing, Thank you, Kylie, for helping me get my pi

My tax preparer, David Monroe is AWESOME! He was patient, kind, and professional. I found choice tax relief on YouTube, did my research, then decided to give it a shot. I owed a LOT of money based on another self guided tax program. In fear I just didn't file. A couple years later I figured I should take care of it. That's when I found and reached out to Choice Tax Relief. I spoke with David who gave me confidence to move forward! Not only was David professional, but very helpful and knowledgeable. After it

I had a great experience with Choice tax. They helped me get an offer in compromise bringing my liability down from $90,000 to $2,000. Lulu, Leah, and Danny have been a great help. Been dealing with Choice tax for 3 years now and I will only file taxes with them. They also filed my taxes and submitted to the IRS the same day.

Both Kylie and Nathan were great. They were patient, knowledgeable and made everything as easy as possible. I ended up paying way less than I expected and I never would have gotten through this as fast and painlessly without the kind help and expertise I found at Choice. 100% recommend.

Great company Down to earth people. really nice genuine people. I had a last minute deadline from the IRS and I needed to get things done within a week. They were able to help me Expedite it and complete my back taxes. It's been such a stress for me and I'm finally getting it done. I've called around to several places and this place felt right. Tim, Nathan and Danny And the rest of their crew Worked very quickly at getting Everything together, what a blessing. Thank you all! I appreciate you so much!

The team at Choice tax relief were great to work with. Levon expedited the needed paperwork needed to finish my case. Another shout out to Kylie for her professionalism.

This has been such a BLESSING to have made that phone call back in September I had seen a video of the founder of this company and immediately sent him an email detailing how I had been sent a certified letter from the IRS stating I owed 208,450.00, for 2018 I remember I couldn?t breathe reading that letter. I started to get the help, and kindness I needed after that phone call. I was assigned to Kylie K. I Thank God for Kylie. She has been a constant source of how to get through this SCARY MESS s

Choice Tax Relief has been extremely attentive, transparent and helpful beyond words. I went on a journey looking for support such as what they offer and this was the business that I decided to go with. There are so many firms out there that talk a lot but just didn't feel right. These folks are the real deal. I'm so grateful for their support and the work they did to help me with my tax situation. 10 stars.

When I called this company I owned a lot of money to the IRS and even called the IRS for help but what they wanted was impossible for me to do. So I researched for a company that can help, this was 3rd company I called and I got Tim Allec, I felt at ease and they helped me so much. Everything he said they would do they did and in a fast matter Thank you guys 10000 stars Highly recommend them

Logan and his team have been spectacular in helping me navigate what has been a tricky tax year due to some issues. Want to call out Nathan in particular for his proactive communication and knoweldge in walking me through my case as well as Logan for his constant availability and willingness to speak to me when needed. Can't recommend them more!

Had a nice phone call with Caleb yesterday. Very nice gentleman, not pushy and answered all my questions. Although I chose to go a different route. Given my initial interaction id say the company seems solid and I would recommend them for anyone seeking help with your tax issue.

Choice Tax Relief literally may have saved my life. Unknown to me, my accountant did not file or pay my taxes for years. Choice Tax Relief is the real deal! They calculated and filed my taxes and I am now current. They have worked with the IRS and removed the penalties and interest and reduced my tax burden by over one sixth the original amount. In the middle of all of this I had a heart attack and open heart surgery. They worked around my hospitalization and recovery. If I had not contacted choice tax, I

I really have to say that I'm very pleased with Choice Tax for preparing my 2019-2024 income taxes. I have to be honest at the beginning of the process. I was a little worried if they would meet the deadlines the IRS was setting for me to file my taxes. But if this was a football game... David Monroe would definitely get the game ball. David was very helpful in returning phone calls and updating my emails. I also want to thank Danny for approving my taxes and helping in the process of meeting the deadline

I am very happy with the service provided by Nathan at Choice Tax. I needed to file three years of back taxes, and I was really worried about the whole process and what I would owe. Nathan found deductions that I would have never known about if I had done my taxes myself. They charged me a fair price for their work. Nathan was very patient with me and always responded quickly to my emails and calls. I will be hiring Nathan at Choice Tax to handle my 2024 taxes and probably my taxes from now on. I?m very ple

Can't thank them enough for helping with a tax return issue. Communication was top notch and they handled everything perfectly for a good price. I did a lot of reading before I went with this firm, after I almost signed up for a scam website (Optima). There are a lot of scam tax firms out there, I had no clue!

Five-Star Review for Kylie Klingman at Choice Tax Relief I can't thank Kylie Klingman enough for the incredible work she did in helping me resolve my back tax issues with both the IRS and the California Franchise Tax Board. From our very first conversation, Kylie was professional, knowledgeable, and genuinely compassionate. She took the time to understand my situation and guided me step-by-step through the process with clear communication and unwavering support. What really stood out was her ability to ta

Levon was super helpful with my complicated tax situation! Great value for the price and I'm really happy I used this company. They saved me money by finding as many deductions as possible.

After receiving a NastyGram (CP90) from the IRS, I started researching my options. I went to YouTube looking for some information. I came across Logan Allec at Choice Tax Relief. He had multiple videos on various IRS problems and possible solutions. His videos were more informative than ?sales oriented?, which I really liked. I called and was given a phone appointment time to speak with a representative. At 1:15 exactly Tim Allec from Choice Tax Relief called me exactly on time. I spoke with Tim who gave me

Danny at choice tax relief helped me get situated on my taxes, AND they pulled through clutch on April 15th! They are understanding people, they don?t judge so don?t worry about how far behind you are, they will take care of you! Highly recommend!

Received great service from the Nathan at Choice Tax Relief. He was professional, courteous and readily available for follow ups. Will recommend!

Kylie was especially exceptional in navigating me through the process. The professionalism was top notch, attention to detail invaluable, and commitment to my best interests immeasurable. Kylie and Choice Tax Relief are excellent at what they do.

Choice Tax Relief is a must if you have back taxes. They make it to where you understand each step in the process and educate you along the way so you are fully aware of your situation and your options. Can?t say enough good things about Mr. Alex Fuer, Mr. Nathan Hyun, and of course Mr. Logan himself for all the insight via his YouTube channel. 5 stars all the way around. Thank you,

I wanna give a huge thank you to Nathan for helping me out with my difficult situation. He really put my nerves to rest around tax season. Him and his team are the best and I will be filing with Nathan again in the future. Thank you ????

I am a CPA in Oregon. My clients generally don't need coaching on tax relief, so I sought the advice of an expert. My experience with Logan and his team are they are very knowledgeable and went the extra mile to give assistance to me and my client. Highly recommend!

I did a lot of research and spoke to multiple companies that help with tax resolution. I?m glad I chose Choice Tax Relief. They are very knowledgeable and professional. Their fees are moderate.

Kylie is someone that cares, period. Her support throughout the process impeccable. A great place to take your tax issues. I'm glad I made the Choice.

Very highly recommend their service! Caleb was extremely helpful and cleared up my tax issues with ease! Very friendly and knowledgeable!

My experience with Choice Tax Relief has literally changed my life from extreme anxiety to complete confidence in tax matters by searching the internet and watching Logan Allec You Tube videos giving me a clear path forward. The patience and persistence of the staff I deal with is perfectly modulated to keep me on the path of income tax compliance. I am especially thankful for Logan's father who took my intake call and the understanding and peace of mind he gave me from the very beginning. Their fees are r

Owing taxes is not fun and can be overwhelming, but David, Lulu, and Danny have been awesome through this process. I would definitely recommend giving them a call!

These guys are awesome! I just called and talked to one of their professionals who said that she could help me. We arranged a price and just as I was about to pay it, I gave her some new information and she told me that she wouldn?t be able to help me after all. She could?ve very easily misled me and taken my money but chose to be honest and do the right thing. I would highly recommend calling these people with any tax questions that you have. I certainly will in the future. Thank you, Mary!

Caleb has been a great help! He understood the case quickly and provided an apt recommendation on next steps!

My tax preparer Levon Baghdagyulyan was amazing. Quick work with excellent communication. Expert professionalism!

Great consultation Fransico was very helpful!! Lead me in the right direction not just trying to add a paying customer. left the door for paid sevices if my first option does'nt work for me.

Truly amazing and what a blessing!!!! Very professional and no games. Straight foward communication and quick responses. I would highly recommend! John D. Raleigh, NC

Danny Guerra and the team at Choice Tax Relief were extremely helpful, knowledgeable and courteous with my mother and me. I highly recommend them for tax resolutions. We were really concerned about tax issues and Danny and the team was so helpful and reassuring. I honestly can?t recommend them enough as he and the team exceeded our expectations!! 5 stars all the way!!

I had called three other companies before finding Tim on YouTube. The other 3 I spoke to all told me i had to pay up front with zero guarantees and and an ick factor that far surpassed a used car salesman - but Tim was different!!! Honest and informative and i can?t even begin to say how much i appreciate that in this day and age. He was great - if you need guidance def give him a shout!!!

I have been working with Choice Tax Relief for two years now and I am grateful to have found them. My first year, they discovered some errors made by my previous accountant regarding deductions for investment properties. They were able to get that remedied and were very helpful as they guided me through my 2022 and 2023 personal tax returns. I would recommend working with them and I now live by the motto that I would rather spend a little extra to ensure quality rather than pay more on the back end because

This tax service is professional and reliable! They handled our business like family! We highly recommend them!

Choice Tax Relief is truly an amazing company. Their professional and willingness to help their customers is what sold me on this company. My boyfriend who drives trucks was in debt with the IRS owed over a 100k but Choice Tax find a resolution and we are both grateful. Thank you Allec and LuLu for all your assistance in this matter. I definitely will be referring your company to others.

I am beyond grateful to Logan Allec, Danny Guerra, and Kylie Klingman from Choice Tax Relief for their outstanding tax services! Their team of experts saved me a staggering $23,000 in taxes owed to the IRS. From the initial consultation to the final resolution, they demonstrated exceptional professionalism, knowledge, and dedication. They carefully reviewed my financial situation and identified the errors that the IRS had made on my CP2000 notice. Their strategic approach and attention to detail were truly

Upstanding excellent service and I would recommend to everyone to trust these people very professional ethical transparent .my case was handled by Kyle k thank you so much for job well done

Fantastic tax information across the board and amazing service! Caleb deserves a 20% raise!!

I was very skeptical at first but this is an amazing team. They will take care of you and get you through everything you need when it comes to Uncle Sam and the tax man

I interacted with 4 other providers before finding ?Choice Tax Relief?. All the others were offering a ?let?s get your money up front, then see how this all plays out for you? approach. I watched a few excellent videos produced and presented by this provider and was compelled to reach out to one final group. I put together a bit of info about my situation, emailed it off and got a call the next day. From the owner of the family business. Wow # 1. Rarely does a potential customer hear from a product/service

It was difficult for me to be in this process, but Nathan made my stress ease with his patience and kind concern. Our multiple emails and calls were very succinct and efficient getting through all of my details and getting answers for my questions.

Tim Allec is knowledgeable, attentive and reliable. He has provided sound and trustworthy advice as we navigate a solution for my tax issue. I feel that I am in good hands. I interviewed other companies and came away uncomfortable. The following video impressed me and Choice Tax Releif has followed through. I recommend you speak to them before you commit elsewhere. https://youtu.be/-UZUr-MHA6E?si=rxDtcheLRFmkvsGA

Logan/Choice Tax Relief was amazing. My tax situation is unusual, and full of complex details, so I sent a long email with everything that was going on. Not only did Logan respond, but he responded immediately. And, to top it off, he answered my questions fully. So many other companies either don't reply at all, or they don't read the email and concerns fully. Choice Tax Relief explained things in a way I could understand, and I now have a plan going forward. Logan took the time to answer my question

Luke and the whole staff being really helpful and professional helping me out with my tax situation

I just had the pleasure of speaking with Mary Wilson at Choice Tax Relief for my Free Consultation. She answered all my questions and put my mind ease. Mary?s very professional as well as a thoughtful person! I would highly recommend this company.

I filed for Chapter 7 bankruptcy last year, and several years of tax debt survived the bankruptcy. Due to the bankruptcy, my installment agreement with the IRS was also cancelled, but I couldn't get into a new installment agreement after my bankruptcy since those tax years were still in "bankruptcy status" in the IRS's system. However, the IRS removed one of those years from bankruptcy status (but not the others ? so I still couldn't enter into an installment agreement) and sent me a threatening CP504 Notic

Working with Lulu, she's absolutely amazing and a consummate professional! Fantastic service!

I just spoke to Mary Wilson and she was so informative and knowledgeable on what I should do with my unpaid taxes. I have spoken to numerous people who wanted to charge me lots of money to resolve my issue but within 10 minutes she told me what to do and how to avoid scammers. She gave me some sound advice and helped me to resolve my tax issues. I am very grateful. Thank you so much Mary.!!!

Edit: 4/25 and Logan emailed me after seeing this review. He did advise I was told the State of California would come back after a year & try to collect. I have nothing that advises that and that's why we were confused. Lulu was very helpful after she called back. It did take a LOT of phone calls but Logan advised he had a family situation. Also, he did advise he wouldn't look at seeing who (federal and / or state) put a lien on our house because I left the below review. I will change my star level but p

Taxes used to be my main source of stress, but this company fixed the mess I created in a timely manner which I will forever be grateful for. I'd give them more than 5 stars if i could!

I definitely recommend Choice Tax Relief. They were friendly, professional, and encouraging. The helped straighten out my challenging tax situation and stuck with it until everything was resolved. I highly recommend!

What an easy, upfront, and attentive business model.. Cannot recommend enough! Particular shout out to my assistant, Mary Wilson, who was the perfect mix of professional and personable. Could not have asked for anything to have been handled better!

I received great service from the Choice Tax Relief team. They were very patient with me and followed up regularly with all of the documentation that was needed for my case. Lulu and Sarita were thorough and professional. Highly recommend!

Logan and team are amazing. I had a pressing question for my business before new years and he delivered with sound advice which gave me peace of mind. I highly recommend his practice

Very helpful. I had penalties of over 10k and had received a denial of a first time abatement i clearly qualified for. During the free informational consult call with these folks i was put thru to the irs practitioner line and the agent there was able to immediately resolve the situation and abate my penalties, and this company didn't charge me anything. 10/10 would free consult again.

My experience went really well with Logan's firm. Had some back taxes that I needed to get filed and they helped. It was stress free and didn't have to take time off work or anything since it was done electronically. I recommend them!

My husband and I owe quite a bit in back taxes, penalties, and interest across a handful of tax years. I was thinking about submitting an offer in compromise, but after speaking with Logan I learned that that probably isn't the best way forward due to the equity in our home that we're probably going to sell, and he gave me some other options to think about such as negotiating a partial-payment installment agreement with the IRS.

Very professional and super easy to communicate with! It was easy from start to finish. We gathered all documents together and Logan and his team pretty much took care of the rest. We highly recommend them to anyone!

I am very pleased with the assistance that Choice Tax Relief provided me. Mr. Logan Allec is professional and finds the appropriate methods to report my taxes. I completed my return not expecting to use any additional tax preparer, found his informative You Tube video sharing the details which I had ignored, no not ignored simply never understood. Thus proving to my self a moron. Mr. Logan Allec was so enlightening in his video that I simply called the number and requested an interview, BEST DECISION I coul

I stumbled upon a Choice Tax Relief YouTube video and on a whim contacted them. Short story is that they did exactly what they said they would in assisting with my complicated tax issues. My tax related stress is now gone, thanks to this company. What a relief!

Absolutely 0 customer service. The rep that called and handled my intuitional "consult" was beyond curt, rude, and used nothing but high pressure sales tactics to get their way. Nothing about this interaction was pleasant. I'd highly suggest looking elsewhere.

Terrible. They offer a free call of zero value. Tim was rude and said they could not help since my debt was so low. Never believe YouTubers. It's all a sales gimmick.

They did a great job of giving me the peace of mind. I could not sleep at night because I owed the IRS over 60k! Somehow they got them to close my case due to hardship. Would recommend them to anyone with tax problems.

I found Logan after his name was mentioned in some forums for real estate investing. I had sold my first property and was concerned about my capital gains. Logan was very responsive to my e-mail inquiry and we connected over a video chat the next day. He listened to my situation and he provided very confident advice. I felt that I could trust him and his expertise and he had my taxes completed within the week and before deadline. I'm looking forward to working with Logan again.

Spoke to Mary Wilson about a tax issue and some options and she gave me a great and very honest advice. Can't thank her enough and would recommend talking to her 100%. Thanks, Mary!!!

They literally took me from owing 10k on turbotax to actually getting money back! Totally worth the service. Thank you Danny, Elliott, and Lulu!

"I recently had the pleasure of working with Choice Tax Relief for my tax preparation needs and I have to say, I couldn't be happier with the service I received. From start to finish, the team was professional, knowledgeable, and efficient. They took the time to understand my unique financial situation and provided personalized advice to ensure I received the maximum return possible. The process was straightforward and stress-free, and I was confident that my taxes were in good hands. I highly recommend Cho

Appreciated a quick and detailed reply directly from Logan on the Offer in Compromise topic, along with some additional links to alternative strategies. Your videos and supportive suggestions and overall knowledge have been very helpful!

Very honest and up front. They explain everything that they do. I?m very happy to do business with them.

Worst service I have ever experienced in my life on any business level. Terrible communication, contacted them late January and in mid May I can?t get in contact nor have I had my taxes settled.

I found the website and youtube video to be very helpful. I sent an email asking for some advice. I did not expect to get a reply so quickly and on a Sunday. I am very impressed with the company.

I am so glad we called these guys. They are so knowledgeable and helpful. Very easy to contact and talk to. Thank you for you Alec for hard work and professional care!

Elliot was very helpful. Went above and beyond to assist me even though I didn?t qualify for assistance.

Very friendly and knowledgeable A+++++

This place is s complete ripoff they take your money and ask you to fill out so many documents over a year period and will only message thru email stay away if this helps one person then I did my job

Helped me out of a big jam, very upfront with information, no tricks or hidden fees.

Highly recommend and knowledgeable

Great guy very friendly, very honest.

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.