*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.*
Plaza West, 3031 Tisch Way #110
San Jose, California 95128
We are incredibly grateful to Manuel F. and the entire team at College Planning ABC for their outstanding support during the college application process for both of our sons. Their expertise and professionalism made a world of difference. Manuel is extremely knowledgeable about colleges, majors, and every step involved in applying, which helped ease a lot of the stress that typically comes with this journey. From start to finish, they guided us with patience and genuine care, making sure every question was
I needed help on a unique, complex financial situation and what I could do to adjust my tax status to qualify my daughter for more financial aid. I was able to get an appointment quickly and it was very easy to book online. My experience with Manny was great! He was very knowledgeable and quickly understood my complicated situation. He walked the thru my options with pros and cons and difference we might experience between financial aid for UCs vs private colleges. I really appreciated how direct and cl
I'm very happy with the service and the help that ABC College Planning provided for my daughter. Thank you!
When I was in college in the early 90s, somehow my parents paid for it all and I thought nothing of it. Now that I have 2 kids going to college at the same time, I had/have been stressed with the planning and how I was gonna pay for it all. I came across a webinar with Manny and then was offered a chance to sign up to do a 1-on-1 consultation with him. I wasn't expecting much, especially not for free, but I went for it hoping it wasn't a scam. And it wasn't If you get a chance to consult with Manny or his
Coming from a middle income class family I didn't think there was any way my children would receive any kind of financial aid, but with Manuel?s help we were able to receive over 21k in financial aid. Over the span of 4 years, this would equate to over 80k in aid! Manuel?s expertise of what colleges were looking for was incredible. He was knowledgeable in recommending which colleges to apply for which had a higher chance of acceptance. Moreover, Manuel considered the class size, the learning environment,
As a parent of a recent senior graduate, I am so thankful I attended Manuel's free college planning seminar. I enjoyed it so much that I invited several friends and attended a second session with my then, sophomore & freshman. Never too early! What makes Manuel's (Manny) approach to college financial planning so successful is his ability to get through to each student, understanding their strengths and weaknesses. His personality is a huge factor in why I chose to work with Manny. He has a no-nonsense appr
I got Manny's name from a friend and we are so grateful he was able to connect our son with some wonderful private colleges that each offered him over $100,000 in merit based scholarships. Our son just finished his 1st year in the honors program at a wonderful private college in Boston with over $140,000 in scholarships guaranteed over 4 years so we can have some financial peace of mind. We just hired him to help our daughter who is a junior in high school and I have no doubt he will find us some amazing
We signed up with Manny in June of last year when the 2023 college admission process was well under the way. Looking at the insanely low acceptance rates of many top schools, we felt Manny's expertise may be able to provide some added assurance and guidance on how to pay for the high cost of private schools. He gathered our information quickly and provided very clear steps on what needed to be done, from one-on-one meetings with our student, finalizing a college list, to drafting essays as well as impleme
My college planning experience with Manny was absolutely wonderful! Not only is he an EXPERT in the financial aspect of college planning, but he also truly gave the best advice to my family and I about the college application process and all its parts. Manny is so passionate and dedicated in what he does and he truly wants to see you succeed beyond college. Just a year ago my family and I sought help from Manny and now one year later I am going to my top school! I can truly call Santa Clara University my h
Manny helped my daughter and I tremendously. The college application process was daunting to say the least and he provided step by step support as well as resources from essay editors to scholarship opportunities. Manny always made himself available when we had questions and concerns. With his support, my daughter was able to get into her dream school and was also accepted by multiple universities. Manny is a genuinely nice guy who wants nothing more then to see his "kids" succeed.
Manny has been a tremendous help guiding our child through the college planning and application process. My wife and I are from another country and were not familiar with the American application process. Manny's boot camp sessions help our child meet all deadlines. The family treasured the close relationship developed over many discussions. We highly recommend Manny to all students and parents seeking an honest and trusting adviser.
I would definitely recommend College Planning ABC to any families with incoming college students. Manny was a great coach and took a personal approach to explaining all the steps required in the college acceptance process. The entire process, from college applications to boot camp and writing college essays went very smooth. The onsite College Counselor was very friendly and sent monthly updates about important events and workshops which helped a lot. My daughter will be graduating in the Spring of 2020
Manny was my College Advisor since freshman year of High School and he has been absolutely wonderful. He answered all of my questions from what classes I should take at my High School to helping me edit and brainstorm ideas for my college admission essay. Anytime I needed him for either a quick question or something very important and last minute he was always there for me to help me out. I also liked his essay writing bootcamp because it helped me get a head start on my College admission essays and turn th
You can trust Maunel Fabriquer for any questions that are related to the financial plan for college. He is honest and full of acknowledgement. His actions align his words and vision on his website. Through his advice my child received a satisfactory financial package. Thank you, Manuel, for your excellent service.
I highly recommend College Planning ABC to parents and students seeking a knowledgeable, professional & caring planning service. As the parent of a college freshman attending a highly selective university, I can't emphasize enough the importance of doing your homework early while your child is in middle school. Work with Manny and he will make the process less stressful for you and will also save you LOTS of money??!
Manny was such a great counselor as he always offered honest advice and would always pick up phone calls when I needed help regarding essays or financial aid. Couldn't be more happy with the experience!
Manny was very helpful and had information that helped me figure out how to pay to send my daughter off to SDSU. I am really happy I was able to work with him and recommend his services.
College planning ABC is a great investment. Every time I had a question I could just email and get a quick response. It was a great support system while I tackled the college application process. Emails were sent to help me stay on tack. From work sessions to late night conversations about getting through the long college process, Manuel, Mai, and Issac were always willing to help.
Before my work with college abc, I was very confused and uneducated with the college application process. Manny helped me get into my dream school and countless other top notch universities! I recommend college planning abc to anyone starting the application process.
I am incredibly thankful to Manny. He has absolutely provided me the ability to thrive in college without the financial worry. Not only is he a great financial adviser, he truly cares about my family and I. It's a mistake not to take advantage of his financial expertise.
Very helpful advice!! Great advice regarding applying to as many colleges as possible! Great advice on searching for lots of scholarships but the best advice was real world victory stories on families he's directly influenced!! Nice!
Manny was very helpful with his advice and guidance on our college journey!! The information provided was much appreciated!! Highly recommend using College Planning ABC.
Manny was extremely helpful on the full College process!! Have used his services for the 2nd time & once more extremely satisfied. thank you!
Manny and College Planning ABC in general was extremely helpful during the entire process and helped me get the loan that I needed to go to grad school. I would definitely recommend them to anybody!
His expertise in this field is bar none the best. If we did not get his help, my son would not have been accepted to the top UC schools.
I got admitted to my dream school and just finalized all of my other applications! I loved the team and was so happy with the services.
Very satisfied with my overall experience with Manny! Highly recommend this program to assist with college applications.
I just had my free consultation and got all my questions answered. I really appreciate the time and effort taken over a free consultation and giving put the best advice. We are new to US and were not finding any help until we got in touch with Manuel
Todays Session was mind blowing and opened my eyes. Thanks! for doing this and appreciate all you do to help families.
Super helpful, made the process so much easier
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.