*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.*
256 E Hamilton Ave suite a
Campbell, California 95008
I been a customer for the past 5 year with raul but this year Milka hoppes did my tax return and she did a big mistake with my task return all the others year I was able to put my expenses but this year she said that's not possible even the hospital bills thats not a expense
Profecional People. Great Customer Service. Place Clean Orginazed. When your Turn Comes uP They Text your Cell or its on the Screen ?? Raul and Staff Excelent Refunds have been in my Bank account in 5-7 Buisness day all years I been doing my Taxes extremly fast. Never had issue coming back From Irs Staff Verify everything before sumiting in. Thanks Raul for Complementery Dounts Coffe Sodas. I hope I win the TV Raffle this Year jajajajaja Best Services ever 5 ?? ?? ?? ????+
This Campbell office is terrible customer service. I left my name and number for someone to call me me back. I missed a call the next day , and when I called back , they said the call was a mistake. So no one is gonna adress my question , I asked. What was your question, was the receptionists answer.
Been going here fore about 5 years great work people was in and out .
Always fast friendly service
Great professional service
(Translated by Google) These inept Computax screwed up our 2019 returns who misspelled my wife's last name and that has brought us problems with the IRS, receiving notifications and appearances, filling us with stress, work permits and even the loss of the government's economic stimulus of $1,200. The ineffective tax preparer that we hold responsible for this huge mistake is agent JAIME from the Campbell California office. They are incapable! I do not recommend this place to do your taxes. (Original) Estos
(Translated by Google) Today once again I feel very satisfied with the professional and friendly experience I received at Computax Service. One of the things that made me trust Computax Service was that they explained to me in detail how to do my 2018 taxes. The truth is, I have been to other establishments and I have never felt confident... Jaime Jimenez is one of the best agents I have ever had. His professionalism is detailed. He explains how to do your taxes without short cuts or corners, and he is alwa
(Translated by Google) Very good service (Original) Muy buen servicio
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.