*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.*
300 N 3rd St #229
Burbank, California 91502
I'm writing as a parent of a recent high school graduate. We had a very good experience with College Help Squad. The team developed a true relationship with my son, and he was supported throughout the process. He found it comfortable reaching out to ask questions, share concerns, and seek recommendations. They made the college application process less stressful for our family. My son was able to get into his dream school, UCLA.
Cynthia, Karrie, and everyone over at College Help Squad are phenomenal. I'd give them 10 stars if I could. My child started the process unmotivated, unfocused, with no area of study. They not only help your child get motivated and focus, but stay on them, help them define goals, and help ideate on how to reach those goals. They helped him narrow down his likes and dislikes, and helped him find a major. Spreadsheets are involved! CHS does zoom calls, helps get the list of schools narrowed down or expand
I'm so grateful that my friend recommended Cynthia and her team! Karrie has done an awesome job helping my older son prepare to transfer to university and the younger one prepare to transfer to community college. Both of my kids have ADHD (and one has autism), but Karrie has been compassionate and knowledgeable about their issues - while also making sure they stay on track and get everything done that they need to do! Rudy has also done a great job helping us navigate the financial side of things. His i
10 stars actually!! I interviewed a few private College advisors and knew immediately that College Help Squad was the right team, especially for our daughter! Parents keep in mind the team you hire must also mesh with your child too. Well, my husband and I feel extremely fortunate Cynthia, Karrie, Arlene and Rudy are on our team! Their, professionalism, attention to detail, amazing follow up and knowing they are there every step of the way for our daughter and for us took so much stress out of our household
College Help Squad is truly amazing! A well oiled machine! The entire team has helped my family and my friends from the beginning. Cynthia, Karrie and Arlene all have a "hands on" approach to their business and they give each one of their clients their undivided attention, day and night! The entire team comes together with their own unique talents and skill sets so your student is well taken care of from start to finish in every area possible. I cannot recommend College Help Squad enough! They continue to f
I have never seen anyone take our child's success and happiness as seriously as the team at College Help Squad. The college planning process can be high pressure, and put a strain on the relationship with our kids. Karrie became an extension of our family, making sure every box was checked and leaving no stone unturned to give our daughter every possible option, and took the pressure off of us as her parents to move the process along. I wish I had a solution like College Help Squad for every part of my life
I am so glad that I was recommended the College Help Squad. Karrie was so helpful with the transfer process and was very thorough in helping me accomplish getting into CSUN. She truly cares about her customers and knows exactly what to do in the anxiety-filled process of college admissions. I highly recommend for anyone new to the college admissions process or even for help along the way as the process can be complicated at times.
The College Help Squad is exactly what every family looking at colleges needs. They go above and beyond to work with your students interests, needs and priorities. We were reluctant to make the investment in this service but as a working mom with 3 kids the investment has been invaluable. So grateful for the partnership!
Very caring and responsive. Cynthia and Karrie makes a good team on helping our oldest into Cal Poly SLO. We greatly appreciate their hard work!
Cynthia was super supportive regarding acknowledging all my application questions. I am beyond grateful I was able to chat with someone that could help me acheive my path to success. I will be sure to meet up with her again if I have any other concerns.
Best investment! !00% worth it. Karrie is fantastic. She is knowledgable of all the ins and out of universities and this process, detail oriented and on top of things. My son adores her. I HIGHLY recommend!
Cynthia and Karrie are the best in the business; there is simply no way to get through this process without them. Very grateful to have met these professionals!
Cynthia and Kristen have been absolutely amazing ?? I am so thankful to College Help Squad help took away of the stress of FAFSA APPS. 10000% the best team.
So far it has been a great experience !
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.