Cornerstone Law Offices, P.C.

Cornerstone Law Offices, P.C.

Reviews Summary

The reviews consistently praise Hani Amra and Cornerstone Law for their professionalism, expertise, and responsiveness in estate planning and trust creation. Clients highlight the team's ability to simplify complex processes, provide clear explanations, and offer compassionate, personalized service. Many appreciate the convenience of virtual meetings and mobile notary services. The overall sentiment reflects high satisfaction, with repeated mentions of trustworthiness, attention to detail, and peace of mind achieved through their work. The firm is highly recommended for its efficient, stress-free approach to legal matters.

About This Listing

Tax Preparation
Tax Planning
Estate and Trust Tax

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
Tax Planning
Estate and Trust Tax

Contact Information

Address

Suite 450, 15615 Alton Pkwy

Irvine, California 92618

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I just completed my trust with Cornerstone Law Offices, and I highly recommend them! The entire process was simple, professional, and incredibly thorough. We had an excellent experience from start to finish. Their expertise in family trust matters is truly impressive, and their attention to detail is second to none. The team was not only knowledgeable but also very responsive and supportive throughout. They guided us through every step with clarity and confidence, making what could have been a complex proc

Hani and the rest of the Cornerstone Law Office team were great partners and incredibly knowledgeable about the family estate planning process. They were generous with their time, answered all our questions, and supported us every step of the way. We had a tight deadline with an upcoming Hajj trip, and they came through and handled everything efficiently without ever making us feel rushed. We're really grateful we chose them and felt a huge weight lifted once everything was completed.

Hani and his team did an amazing job. In particular, I was most impressed with Hani's knowledge of Islamic law and figuring out the perfect documents that fit my family's needs. In addition, and perhaps more importantly, Hani was very patient with my wife and I. What should have been a simple 2-week process, ended up being a few weeks because of my crazy busy life, but the whole time, Hani and his team, we're patient with us and answered all our trust/estate questions. I highly recommend his service!

Overall best service legal around. Hani was an absolute pleasure to work with. His firm, Cornerstone Law, were prompt and professional every step of the process for our family trust and will. They also arranged a mobile notary to come to our home to make the experience even that much better.

We approached Mr. Hami Amra to help us with the Will & Trust creation with less than 2 weeks before an overseas trip. Seeing the urgency of the situation Mr. Amra and his team went over and beyond to get the work done in time. The quality of their work was outstanding and I would firmly recommend Mr. Amra to any friends and family in future.

Hani and the team at Cornerstone Law Offices made our experience a very easy and pleasant one. They got our family trust completed quick and walked us through all the documents in a professional yet easy to understand way. I highly recommend their services to anyone looking to get their family trust done.

Cornerstone Law made the estate planning and trust creation process seamless and stress-free. From the very first meeting, Hani and his team demonstrated a deep understanding of my needs and provided thoughtful, customized solutions. They explained every step in detail, ensuring I felt confident and informed throughout. I am extremely happy with the final plan and grateful for the care and professionalism they brought to this important process. I highly recommend Cornerstone Law to anyone seeking reliable

We used Brother Hani for our estate planning. Before we found him we spoke to a few other attorneys but no one was as thorough and knowledgeable as Br. Hani. He made the entire process extremely smooth for us. He was available to answer any questions we had before, during and after signing. I truly believe that you get what you pay for, there may be several cheaper options but this is protection for our children, for the hard work we've put into building assets for them. We went with Br. Hani because of how

We had been searching for someone to help us with our special needs trust, Islamic will, and overall estate planning for quite some time. We're truly grateful to have found Mr. Amra. He is highly knowledgeable in his field, incredibly patient, and guided us through every step of the process with clarity and care. His service fees are reasonable and competitive with the market?and he even offered us a discount as a gesture of appreciation for entrusting him with the complete package. If you're looking for pe

Hani at Cornerstone Law was great to work with. He made the process of setting up an Islamic Trust incredibly easy and quick. He's always easy to get ahold of and answers any of my questions. Thank you Hani!

I worked with Hani through cornerstone law office on estate management and setting up a trust. Hani was very knowledgeable, patient and guided me though the complex process with so much ease. He explained difficult legal terms in a way that was easy for my to understand. He worked efficiently and was very responsive throughout the process with any question I had. I would highly recommend Hani.

We had an excellent experience working with Cornerstone Law Offices. Their expertise in family trust matters is truly impressive, and their attention to detail is second to none. The team was professional, responsive, and guided us through every step with clarity and confidence. If you're looking for a knowledgeable and trustworthy law firm that prioritizes your needs, I highly recommend Cornerstone Law!

I highly recommend Mr. Hani Amra for his knowledge, professionalism and his patience. He respond promptly for my calls. He explained everything well and answered all my questions. He understood my wishes and completed my Estate Plannig accordingly. I highly recommend Cornerstone Law Office and specifically Mr. Hani Amra.

We had such a great experience working with Cornerstone Law for our will and trust. Everyone we interacted with was incredibly knowledgeable and gracious, and they really took the time to answer our questions and make us feel at ease throughout the process. Highly, highly recommend! [

Setting up my estate and protecting my assets has been something in the back of my mind for almost a decade now. As someone with millions of followers on social media, early on I learned after getting hacked how easy it is to be targeted and for your privacy to be breached. I have learned how to take care of my emails, my accounts, and myself online-- however taking care of my assets and protecting myself on a legal level is something I couldn't have done without Hani and Cornerstone Law! The team's communi

When my father passed away, I was faced with the heavy responsibility of managing his estate. During such an emotional and uncertain time, Hani Amra was more than just a trust attorney?he was a source of guidance and support. What made working with Hani so special was not just his deep knowledge of trust administration, but his understanding of Islamic estate principles. He ensured that my father?s wishes were honored in accordance with both the law and Islamic teachings, giving me the peace of mind that e

Working with Hani and his team has been such a breeze! From my initial consultation request up till completion of Will and trust, the handled everything so professionally and quickly, making it as easy as possible for us. I recommend Hani to anyone, in any state. His team is all over the country and provide top notch service. We also worked with his colleague, Mona, in Virginia and she was equally as great. Thank you, Hani and Mona!

I recently had the pleasure of working with Hani Amra to create a living trust, and I cannot recommend him highly enough. His exceptional knowledge and expertise in estate planning were evident from our first consultation. He explained the intricacies of living trusts in clear, understandable terms, which was immensely reassuring. The entire process was handled efficiently, with meticulous attention to detail, ensuring smooth progress at every step. Hani took the time to understand our specific needs and cr

We were looking for an attorney that specializes will/trust but we had some specific questions. Hank answered all our questions. He was very also very professional and explained the difference between different kinds of trust. He is also available to answer every questions we had during and after the process. I highly recommend this lawfirm.

???????? ?????? ??? ?????????? ?????? ??? ?????? ..?? When my mom passed away during COVID, it shook our family to the core. It was sudden, devastating, and left us grappling with an unimaginable loss. Yet, amidst the pain, there was one thing that made the process easier: my mom had prepared for her passing. She lived a full and inspiring life?immigrating from Ecuador to the U.S., working her way from cleaning houses to becoming a secretary at the UN, and supporting her family every step of the way. She

I had the privilege to work with Hani Amra on my will which is something I had been wanting to do for a long time. I wanted to make sure that my family wouldn't have to worry about anything should something happen to me, and Hani was there to help me every step of the way. He answered any and all questions I had and has even continued to answer questions for me as they've come along over the years since we put my will together. Hani is a pleasure to work with and I've even sought out other legal advice from

I had the privilege of working with Hani Amra and the team at Cornerstone Law Offices for my estate planning needs, and I couldn't be more satisfied with the experience. Hani?s professionalism, deep knowledge, and genuine care made what can often feel like a daunting process incredibly smooth and reassuring. He took the time to understand my family?s unique circumstances and provided thoughtful solutions tailored to our goals. The level of detail and clarity he brought to every step of the process gave me

I recently had the pleasure of working with Cornerstone Law Office, and I couldn't be happier with the experience! From start to finish, their team made what could have been a daunting process?setting up a trust and establishing an LLC in California?smooth, efficient, and even enjoyable. Their professionalism and attention to detail were exceptional. They took the time to thoroughly explain every step, ensuring I understood my options and made informed decisions. Their expertise in navigating California?s

I highly recommend Hani! I needed to update my trust on short notice before traveling, and Hani was incredibly responsive and understanding.He worked diligently to ensure all was in order before my trip. Hani's professionalism and dedication made a stressful situation much easier. Thanks to his swift action, I can travel worry-free. If you need someome reliable for trust matters, Hani is the one to call!

Hani is very professional. We love working with him on our estate planning. Jazakallah khair thank you, Hani!

The process of having our will and trust done was seamless and very smooth. Would highly recommend them to anyone, especially because they are very knowledgeable about islamic laws.

Hani is very knowledgeable and hands on. The process was seamless, and we covered all needed scenarios in a short period of time.

I reached out to Hani to schedule a consultation for my parents and him to go over trusts/islamic trusts, and making sure my parents have everything they need to avoid probate in the future. He was extremely thorough in his consultation, knowledgeable, gave very good advice and opened their eyes about a lot of things they did not know about. He genuinely took his time, and even went over the hour mark and was very patient. My parents felt comfortable to speak to him and he answered all their questions. I hi

I recently had the pleasure of working with Hani Amra at Amana Law for setting up an Islamic trust and asset protection plan. From the first consultation to the final signing, Hani demonstrated unparalleled expertise and professionalism. His deep understanding of Islamic inheritance law and his ability to integrate it seamlessly with Wealth preservation strategies truly set him apart. He took the time to explain every detail and patiently answered all my questions, ensuring I was comfortable and confident

Working with Hani Amra and his team has been wonderful. Hani in particular has guided us expertly through the process of creating an Islamic trust. He has a wealth of information and has been easily accessible throughout. I had a lot of anxiety prior to working with Cornerstone as I expected it to be an arduous process but they've made it relatively easy. I'm so glad we chose them to handle such an important responsibility.

My husband and I had the pleasure of working with Hani Amra to set up our Living Trust and Will. He was extremely professional and extremely easy to communicate with. Hani answered all of our questions and addressed our concerns without making us feel like we were annoying him with our questions. No one wants to discuss their ?death plans?? especially with someone they do not know, but Hani reassured us and explained everything with a nice PowerPoint presentation. We highly recommend Hani and will defin

We recently had the pleasure of working with this professional team to set up my trust, and I couldn't be more impressed with their service, From the very first consultation, Mr. Hani demonstrated professionalism and took the time to explain every detail, ensuring we felt confident and informed throughout the process. The communication was exceptional, we highly recommend this Firm to anyone seeking trust services.

You can trust brother Hani Professional staff & incredible service Him & his team are an asset to the community Continue the great work!!!

Hani at a Cornerstone Law Offices was great at preparing our trust. He is knowledgeable with Islamic laws as well as American laws thorough and very helpful. Very reliable and easy to work with. I am certainly happy with the results and pleased with the experience.

Hani Amra and his team did an excellent job explaining and subsequently helping me setup my Trust. They were easy to talk too and very responsive. I was able to do everything in the comfort of my own home, from zoom calls to notary coming over for signatures. Recommend to everyone!

We were very happy with the service provided by Hani Amra and his firm. Hani is highly knowledgeable in Shariah-compliant wills and guided us expertly through creating a solid protection plan for our children. The entire experience was smooth, professional, and we felt reassured at every step. Highly recommended!

It was pleasure dealing with cornerstone law office. It was great experience. They provide all what I needed. They helped me with no hassle everything was done perfect and thank you so much cornerstone for your help. They are awesome

Thank you so much, Hani, for your invaluable help in preparing the trust. Your expertise made the process straightforward, and it was easy to follow every step. We highly recommend your services!

We had the best experience working with Hani Amra. He understood our needs and gave us the best advice in addition to preparing the documents meticulously. He is very personable, always smiling, and makes it very easy for the clients who are hesitant about estate planning to begin with. He has good knowledge of different monotheistic faith and understands different state laws that impact the estate planning. I would recommend him to all my friends and community members.

Great work ethics and professionalism. I'm sincerely thankful for Hani Amara and his firm cornerstone law offices on helping me creating my state planning. he has done an excellent job, guided me through the steps his expertise and attention to details were extremely exceptional.

We had a great experience with Cornerstone Law Offices. My mom setup a trust stress free. Their knowledge team explained everything clearly and made it very simple. I highly recommend them for anyone needing estate planning assistance.

Hani Amra helped us with setting up our family trust. The whole experience was wonderful and Hani answered all our difficult questions and was prompt in getting back to us on follow ups.

We had the privilege of working with ?Hani at Cornerstone Law to set up our family Trust. Hani came highly recommended to us through family friends and did not disappoint! He was professional, knowledgeable, and friendly. Hani was available via email, text or zoom call to answer our many questions. We had no understanding of what a trust entailed, but he was able to put our mind at ease and made the process quick and easy. We finally feel peace of mind that we have created a Trust for our family and more im

We had a great experience with Cornerstone Law Offices. Hani was very professional. He patiently explained things to us multiple times in both Arabic and English and ensured that each member of the family understood and had no questions. He was very easy to get a hold of (responded to emails within hours?EVEN ON WEEKENDS!). It was a very pleasant and expedited process. My family and I would definitely recommend Hani for estate planning! Thank you Hani!

I recently had my living will and trust done by the Cornerstone team and had an amazing experience! Hani Amra personally sat down with me and walked me through the process, patiently explaining what the different options were and what would be best for me and my family. Hani was expeditious yet thorough. His familiarity and expertise helped make such a seemingly complicated process, smooth and hassle free. I would not hesitate to use Cornerstone Law for my future legal needs, and highly recommend you do the

When working on our family trust, nothing was as important to us as working with someone we TRUST. Hani was both professional and incredibly honest throughout the process. I'm grateful we found such a trustworthy and knowledgeable lawyer to work with!

Working with Cornerstone Law, Hani Amra, has been an eye opening and rewarding experience. Since our first meeting, Hani has been very informative and guided us with his expertise in estate planning. Although my husband and I are out of state and in a completely different time zone, Hani has always been flexible and managed to meet with us virtually anytime we have requested. We are very satisfied with the entire process of the estate planning which went smoothly with open communication. Hani has taken the

We had very good experience with Hani in updating our family trust. He is very knowledgeable and guided us through the process and answered our questions to our satisfaction.

Hani and his team were a pleasure to work with! Planning for the future and putting together documents to protect our family in an Islamic way was of utmost importance to us and Hani was able to make this process very easy to navigate. We will be recommending him and his team to all of our friends and family without any reservation. Respectful, organized, punctual and extremely informative.

Hani is very detailed and extremely helpful. Walks you through seemingly difficult and complicated family trust process very easily. He is very approachable and always available. I would recommend him to anyone with no reservations.

When people are dealing with loss of loved ones, the last thing they need is to have to worry about a hundred different logistical and legal matters that could have been avoided with proper planning. For Muslims (and even others), it is crucial to have a will in place to safeguard and ease the transfer of rights in times of loss. Br. Hani Amra from Cornerstone Law Offices has been remarkable in his guidance on this subject every step of the way, guiding and explaining everything with ease, and answering qu

My husband and I really wanted to do an Islamic Trust; however, we thought it was time consuming and stressful. Subhanallah, working with Br. Hani was a very easy and stress free process. He explained everything and was available and responded quickly with any questions we had. The whole process was seamless. We feel blessed and grateful that now our family will be taking care of. I have already recommended Br.Hani to my friends and family. May Allah bless the work that they do.

We had an excellent experience with Hani and Cornerstone law offices. We were interested in setting up a family trust and Hani was extremely helpful. There was many complicated legal issues and nuances that we were unaware of, but thanks to Hani, the issues were explained to us in a simple manner and all our questions and concerns were answered. The whole process was smooth and Hani even organized a notary for us, since we were not local. The best part was not only was everything done in respect to Californ

Wonderful experience with Mr. Amra and his team. Quick and thorough explanation and execution of our family trust planning. The process was easy and Mr. Amra was transparent with the pricing and process from start to finish. Definitely would recommend this team for all your Trust ad Estate Planning needs.

Hani was very knowledgeable in his field, very helpful and made it easy for me to understand and sign all the required documents. I recommend him

Hani Amra and Cornerstone Law Offices were fantastic. I have known him 5+ years and he has formed trusts, will, dpoa, etc for myself and my family members. Great experience and highly recommend using his services.

Hani Amra did my estate planning and was very professional. He gave me a wealth of knowledge I was not aware of. Very knowledgeable, professional, and helpful! I can rest easy now. I am extremely pleased with the services provided by Cornerstone Law Offices. Thanks so much! A+++

Professional, attentive and trustworthy. We had an excellent experience working with Hani and staff.

Mr. Amra, an extremely knowledgeable attorney, presented me with the right options for my estate planning without overselling any of his services. He worked with me along the way and was very accommodating with incorporating changes multiple times as we finalized the document. I highly recommend working with him while planning your estate.

Mr Amra is the best. He tremendously facilitated my experience in terms of will and trust

Recently I engaged Cornerstone Law Offices, specifically Hani Amra to create an estate for me. I was impressed with Hani?s knowledge and expertise. I appreciated Hani taking the time to explain how and why the estate will benefit me. I know that I can contact Hani anytime with questions and clarifications. I would recommend Cornerstone Law Offices to anyone that needs professional assistance with their estate planning.

A close friend of mine suggested to contact this firm to assist with the assessment of a senior family member's living will. Upon scheduling our first meeting I was really impressed that Hani was able to explain the right structure and actions that were required to ensure that the family member's estate is protected from probate and other legal concerns. It was such an informative experience for all involved. I have referred other family members to seek guidance from Hani and they have also appreciated h

Hani and his team we're very thoughtful, meticulous and accessible as they walked us through the entire process for establishing a family trust, and making the needed personal and long-term decisions that come with it. Highly recommend everyone plan for the unforeseen and using Cornerstone to do so. Grateful for their services.

Wonderful experience overall having Hani Amra as my attorney. Hani is very insightful, understands his clients, and is an expert in his field. The entire process was outstanding, efficient, and personal. Truly a professional and marvelous individual. Highly recommend his services.

I am really happy with Hani Amra and team for there assistance in helping our family with estate plannings. He takes his time to explain all and does an amazing job answering tough questions. I would highly recommend him to any family who is in need of estate planning.

It had been a great pleasure to work with cornerstone law offices CA Mr. Hani Amra Everything is thorough and very well organized.

Recently we met Hani Amra, Family Protection Lawyer at Cornerstone Law Offices, PC. He is very intelligent, polite, and knowledgeable. He is very professional and handled our case very efficiently. He has explained all our options to us, very nicely. It was easy for us to make the right choice. We were able to contact with him easily, whenever we had any question. He replied promptly. He completed our paperwork within our desired timeframe. We are very happy and extremely satisfied with his service.

Hani Amra was referred to me to update my elderly father's Living Trust and Will. Hani and his team are professional and knowledgeable. The personal touch of driving to meet my father was greatly appreciated. I highly recommend Hani and Cornerstone Law.

We had an exceptionally positive and efficient experience with Hani. He promptly addressed our requests and effectively facilitated the establishment of a trust in a different state. Hani skillfully coordinated with his co-counsel to promptly provide all the required documents. Moreover, he went the extra mile by arranging convenient meetings with notaries, demonstrating his exceptional dedication to fulfilling our needs.

I am thrilled to provide a heartfelt testimonial for Attorney Hani and the exceptional service they provided in helping me with my living will and trusts. Attorney Hani's expertise, professionalism, and attention to detail truly exceeded my expectations. From the moment I reached out for assistance, Attorney Hani demonstrated a deep understanding of my specific needs and concerns. He took the time to listen attentively, ensuring they had a comprehensive understanding of my wishes and goals. This personaliz

As I reflect on my recent experience with Amana Law, I am compelled to share how thoroughly impressed I was by their exceptional estate planning services. Engaging Amana Law for estate planning was a decision driven by their stellar reputation, and they certainly lived up to it. What stands out most prominently is the firm's depth of expertise and knowledge. The team at Amana Law navigates the complexities of estate planning with a level of proficiency that only comes from years of dedicated practice. They

We had a wonderful experience with Hani and his law firm. He walked us through the process and handled everything professionally and answered all of our questions. Would definitely use again!

It was my privilege to work with Hani Amra and his team of very competent professionals on my Estate Planning Portfolio - which included a Living Trust, accompanying Wills and other support documents such as Healthcare Directives etc. By its very nature, Estate Planning can be a very daunting subject filled with stress and trepidation. However, Hani and his team made it a carefree, smooth and reassuring experience with their domain knowledge of applicable law combined with a rare quality of compassion and s

Setting up a trust had been on our to-do list ever since the covid epidemic made us realize we need to have a proper plan in place for the protection of our child and our assets for her. We were lucky to see a great testimonial about Br. Hani on Instagram and decided to schedule a call with him to go over the details. The call with him was very informative. He went over our unique needs and suggested a plan best suited for us. The trust documents we received are very well detailed and cover all possible sc

Very happy with Mr. Amra's excellent and professional services. He went out of his way to answer questions and make sure we were well informed. He has an amazing office and team and we couldn't have asked for a better experience.

Br Hani Amra @ Cornerstone Law Offices helped us with our legal paperwork, was professional, courteous and patient through out the process, answered all our questions, gave pertinent and good advice and completed all the work in a timely manner. Best of all, he is still always available with quick response time when we have any question. Highly recommend!

I highly recommend Hani Amra! He is honest, trustworthy, and provides exceptional service. I would definitely use his services again in the future.

It was a pleasure to work with Mr. Hani Amra. He was incredibly kind, patient, and accommodating from the first meeting. The process was quick and smooth and my family is very happy and appreciative.

Great experience. Formed multiple legal documents. Hani was very professional and thorough the experience. I referred other family members who also had a good experience. Would highly recommend using his services.

Cornerstone Law Offices, P.C. Are the best lawyers I have ever came across!! They are a very trustable firm with atenci?n to detail, one on one Service and an Amazing Team of professionals. My Family and I are very very comfortable Putting our business and State in the capable hands! I strongly recommend their Services.

They were very detailed, patient with answering all my questions and made me feel so comfortable throughout the process; and you can tell they really care about you and ensure you get the best legal product that suits your need. I also benefitted from their convenient payment plan. I highly recommend.!

I worked with Hani Amra at Cornerstone Law Offices on various estate planning matters. Hani was extremely knowledgeable, professional, and helpful throughout the process. I highly recommend Hani and his office!

Hani and his team have been excellent. Very reliable always available and there to help me and my family. Highly recommended

Hani and his team were professional and very helpful! He's an industry expert. Highly recommend

Great job and high caliber work. Very responsive. Would recommend to all clients and family.

Great customer service, after one month of paying for the service and receiving all the documents , I noticed one doc that was missing , I contacted the firm and inquired about it, it was provided to me free of charge. This is going way and beyond to keep your customers happy and satisfied. Great law firm, unparalled customer service. I would give 10 stars not 5...

Hani Amra helped me setup my trust. He's very knowledgeable & Trust Worthy. Highly Recommended.

Hani is very knowledgeable on estate planning. It was a great experience working with him.

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.