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CPA Club Inc.

CPA Club Inc.

Reviews Summary

The reviews consistently praise the professionalism, expertise, and responsiveness of the service providers. Clients highlight exceptional guidance in technical accounting, financial reporting, and audit support, with seamless communication and tailored solutions. The teams are commended for reducing compliance risk, offering peace of mind, and transforming accounting processes. High satisfaction is noted across managed services, training, and project support, with strong recommendations for their collaborative, knowledgeable, and efficient approach.

About This Listing

Audit
Assurance
CFO Services
Outsourced Accounting
Project-Based Engagements
Subscription Pricing
Mid-size Businesses
Large Enterprises
Healthcare
Professional Services
Technology
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
Remote Services

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

Audit
Assurance
CFO Services
Outsourced Accounting
Project-Based Engagements
Subscription Pricing
Mid-size Businesses
Large Enterprises
Healthcare
Professional Services
Technology
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
Remote Services

Contact Information

Address

100 Spectrum Center Dr suite 1480

Irvine, California 92618

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

CPAClub is collaborative, responsive, and incredibly knowledgeable. Their team makes completing projects effortless, offering expert guidance and solutions every step of the way. I had the opportunity to work with Stephanie, Ellen, and Corey; they truly cared and made the process smooth and stress-free! They were always helpful and a pleasure to work with?highly recommend!

CPAClub has been instrumental in enhancing our accounting and finance infrastructure. The team always demonstrated exceptional professionalism and dedication. In our first month, their team provided us with a tailored CPAClub Coursecheck, including actionable recommendations that would set us up for success in the coming year. Their expertise in technical accounting, month-end close processes, and audit support has been invaluable. CPAClub also provided innovative technology solutions, such as migrating ou

CPA Club provides great value and service. Highly professional and organized, and very easy to work with. They provided us with support on at least 5 different projects over the course of a single subscription month, and gave us consistent updates and thoughtful advice and solutions.

I am an instructional designer and course facilitator for continuing professional education for CPA firms. I joined the Club to obtain a required technical review of my slides and case studies and found the member experience to be efficient, collaborative, and frictionless. A great opportunity to leverage high-end resources that I would not otherwise have access to.

I recently had the pleasure of working with CPAClub, and I must say, my experience has been nothing short of exceptional. I subscribed to CPAClub's Managed Accounting Services for FS preparation, CECL implementation and technical accounting research, and I couldn't be more satisfied with the results. Communication with Chris, Brian and Connor was seamless. They were always prompt in responding to my inquiries through MS Teams, email and even text messages. Their accessibility and willingness to addresss a

Auditclub is an excellent resource for our CPA firm. They provide us with excellent professional service which includes assistance with engagement performance, financial statement and disclosure review, and engagement quality reviews. Almost every financial statement we compile, review or audit goes to Auditclub before it is issued. The peace of mind I receive from their pre-issuance reviews is invaluable to me. I cannot recommend them enough. Whether you need to fill capacity, or you need specialized exper

CPAClub has been fantastic for our managed accounting. Their team knows their stuff and makes everything easy to understand. They?ve really helped us transform and given us peace of mind. I?d definitely recommend them to anyone looking for accounting services.

We used EQR services of AuditClub for PCAOB audit engagements. Chris and Brian have been phenomenal in providing timely advise and right guidance encompassing learning throughout the process. Happy to continue working with them. High recommend exploring their services. Kudos!

I had a fantastic experience working with CPA CLUB, especially Chris. Their team is professional, efficient, and provides top-notch services. Chris, in particular, stands out for their dedication and attention to detail. Highly recommend for anyone seeking reliable and expert financial guidance.

I have worked with the professionals at CPA Club a number of times where they helped teach and facilitate technical trainings and every time they have been professional and up to date on accounting topics. Participants have also evaluated both Chris and Brian with high praises.

Brian and Ralph of AuditClub were great to work with. They helped me clean up the financial statements for a client so that the statements included the new lease standards and income reporting standards. Thanks AuditClub!!!!

Fantastic service provider. Instrumental in reducing our compliance risk. Very responsive and knowledgeable.

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.