*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.*
1744 Sixth Ave
San Diego, California 92101
I have an LLC and needed a tax expert to help me with my taxes. My close friend referred me to Jane as he spoke highly of her. So I consulted Jane to help me file my tax return and that was one of the best decisions I've made. I can't stress enough how amazing she is. With her deep knowledge in taxes, she provided thorough answers and advices to all my inquiries. Thanks Ms Jane, I really appreciate your service! Looking forward to being in your care for years to come.
I got out of the Navy recently and was honestly so overwhelmed with filing my taxes ? especially after one tax person told me I owed money (which I knew didn't sound right). I'm so glad I found Ms. Kuo Chou because she was incredibly knowledgeable and took the time to really look into everything. She caught things the other person missed, explained everything clearly, and not only fixed the situation ? she got me an amazing return. I genuinely felt like I was in good hands. If you're a veteran, or just want
Jane is a tax mastermind and wizard! I will now never go anywhere else. I always used TurboTax in the past because it was simple and easy, and I thought I was getting a good deal. Jane provided so much more guidance and her services are well worth it!!!
Update January 2025: Just received a tax bill from a year Jane did our taxes saying we owe $2000 to CA. Her incompetence cannot be overstated. We've been trying to clean up her mess for years now!!!! Do not use this business! Jane only cost us money, time, and potentially got our most sensitive data stolen through her carelessness. Jane charged us $1200 to do two years of our taxes and it has been a nightmare from beginning to end. She made a careless and significant error on our 2020 return which resulted
I was referred to Miss Jane by a family member. Jane's years of experience were helpful and resourceful. My wife and I, switched over to Jane because of her professionalism and knowledge of taxes. A few weeks after I recieved my tax return, I had a few questions for Jane, she was available and gave me a prompt response to all my questions. I greatly appreciated working with Jane and I look forward to continuing working with her.
I've been coming to Jane for 3 years now. She helped me when I had a mess of W2's and a 1099, and then as I transitioned into my own business running an S Corp. Jane has been incredibly patient with me as I attempt to understand how to stay compliant in regards to taxes as a small business owner. She also helped in my transition from LLC to S Corp and provides outstanding service come tax season!
I have been with Jane for years now. Because I am an Independent Contractor, my taxes aren't as easy as I would like them to be. Jane is amazing, she is incredibly clear on what she needs from me straight away. Her responses are prompt and she explains everything very clearly. I very much trust and highly recommend Jane!
Jane's the best! Incredibly knowledgeable, and got me the most money back I've ever had. I actually paid her to re-do my other recent years of taxes- had no idea I had been overpaying my taxes for years. Thrilled that she was referred to me, and I'll definitely refer her to anybody else!
It was a last minute and no one wants to make an appointment for my tax preparation and luckily I saw her add at google and she answered. Spoke to her on the phone during her off hours but she still entertained my tax novice questions. She's very helpful, straight to the point and gives you lots of advice. I super enjoy working with her and her fee is reasonable and get what you paid for. I'm glad I called her and helped me with my tax int he last minute. Thank you Jane.
Amazing customer service and assistance! Jane is knowledgeable, time efficient, and patient! I had many questions and a deadline for a mistake I made and she was so willing to help me. She exceeded my expectations with both my personal and business taxes! I thank God He led me to her! I recommend her to anyone!
Jane is the best! Saved ,e tons of money. I was with a big firm Weiss & co. They never asked me one question! Jane took the time and asked me every possible question to get me the max refund. I learned the hard way... talk to Jane , she can save you so much money and is extremely fast and efficient. She now has me understanding things in an uncomplicated way and has me prepared for next year.
I work downtown San Diego and so searched for a tax preparer close by to help with taxes. I called and Jane squeezed me in same day. I'm glad she did! She helped prepare an accurate and comprehensive tax return ensuring that I qualified for deductions that I wouldn't have thought of, and as a result am looking forward to a tax return exceeding my expectations. A painless experience. See you next year!
Jane is such a nice lady... she helped me with my taxes and got it done super quick. She also made it possible for me to receive a lot of money back, she will definitely be my tax person for the rest of my life
CKYFS has done an excellent job for me the past two years here in San Diego. Jane has been super responsive and knowledgeable with all of my tax related concerns. I would highly recommend :)
Jane was very helpful and efficient and helped us find the deductions and filling we needed. I highly recommend her services and look forward to working with her again.
Simply the best, knowledgeable, uptodate, knows her sh__ :-)). Need a tax preparer? She's the right person for the job. Anyone asks me, I tell them, "don't look any further". She's the one...
Extra ordinary services with CKYFS, I have filed with this firm for over five years and I don't regret my decision to stick with them every single year. Thank you again.
She was the best! Saved me so much money and was quick and efficient. Highly recommend.
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.