CPA Service LLC

CPA Service LLC

Reviews Summary

The reviews overwhelmingly praise Cameron's professionalism, expertise, and personable approach. Customers highlight his deep tax knowledge, patience in explaining complex matters, and ability to simplify stressful situations. Many appreciate his responsiveness, thoroughness, and willingness to go above expectations, especially for self-employed individuals or multi-state filings. Several long-term clients commend his consistency over years of service. While one negative review mentions misleading consultation pricing, the vast majority describe exceptional service, with multiple reviewers stating they'll return annually and recommend him highly. His IRS background and real estate tax expertise are noted as particular strengths.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Outsourced Accounting
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate
Construction
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience

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

Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Outsourced Accounting
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate
Construction
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience

Contact Information

Address

4470 SW Hall Blvd

Beaverton, Oregon 97005

Hours

Sunday Closed
Monday 10AM-6PM
Tuesday 10AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed

Customer Reviews

I reached out to CPA Service LLC without high expectations, but Cameron ended up spending nearly an hour offering clear, honest, and insightful advice. I was genuinely surprised and impressed by both his expertise and transparency. I?ll definitely trust him with our taxes. Thanks again, Cameron!

Words cannot explain how lucky we are to have found Cameron especially after trusting previous accountants that did nothing but make everything harder for us. I found him from looking up reviews on google and I do not regret a single thing. From the get go, it?s clearly obvious that he is extremely knowledgeable and experienced and he will ensure that you understand what he is trying to communicate with you, and all of his advice and suggestions are spot on and ensures it will lead us in the right directio

Cameron was wonderful. He really took the time and used his knowledge to get my tax liability much lower than last year when I used a local "chain" tax provider. He is super personable and got to know me. Will return every year!

Cameron at CPA Services is fantastic. With experience working at the IRS and living in Multnomah county he?s knowledgeable in the issues that matter. It only took a few gentle suggestions from him for me to save way more in tax expense this his reasonable fees. On top of that he?s very pleasant man. Highly recommend!

Left a voicemail after I got an IRS letter, he (sorry didn't get his name) listened carefully and provided me an answer methodically... I offered to pay for the advice but he graciously declined. Will definitely use them in the future... thanks!

I called and spoke with Cameron. He walked me through the best solution to my tax problem and didn?t charge me anything for his time. Everything he recommended I?ve done and it?s worked for me. I will definitely be doing my taxes with him from now on.

Cameron is truly the best! We had been looking for an accountant for a while and are so glad we have found him! Knowledgable, friendly, easy to work with, and aware of all the details, are some ways to define him. 100% Peace of mind! Thank you, Cameron!

Cameron is a top notch professional. He is very friendly and extremely knowledgeable. Last year he took care of my back taxes and told me what to expect as far as communications and letters from Oregon and the IRS. This year doing my taxes was not stressful at all. I love his website too. It?s very detailed with all the services he provides. I chose him based on his website alone and I?m glad I did!

Excellent service! I?m not financially experienced, and Cameron helped to walk me through filing my tax returns with exceptional professionalism. He helped relieve an enormous pressure I?ve been worried about, and I?m highly considering contacting him again for all future financial and accounting needs! I highly recommend CPA Service!

Cameron came through for my spouse and me in unbelievable time. We called in the morning, explaining our plight, and he squeezed us in 4 pm that evening. Furthermore he had finished with our tax problem less than 2 hours later while we went out to dinner nearby. He gave fantastic advice, first suggesting a course of action that we might take ourselves which would have been free - which would have meant he wouldnt make any money, and then a second time, after we had decided to hire him, he went above and be

Cameron has been doing our business and personal taxes for 3 years. He is very intelligent and knows what he is doing. This year I procrastinated on getting taxes done, and was absolutely dreading it. Cameron filed an extension for us and followed up a few months later, really encouraging us to get it done. I really appreciated his gentle persistence. We will continue to go to him for many more years to come. Highly recommend him. He?s an easy going guy and a pleasure to work with.

Cameron is fantastic! He answered all my questions about buying a business vehicle vs. writing off business mileage on a personal vehicle. CPA Service is the kind of small business that I actually look forward to supporting!

When my original CPA passed away 10 yrs ago, I thought I'd never be able to find someone to replace him. Especially since I found out about his death right at tax deadlines. Boy was I wrong. Cameron aces that prior service multitudes times over, and bailed me out that year with stellar service and rapid fire attention. I knew I wasn't going to look any further for a CPA. As the owner of a small business, tax accounting simply isn't my expertise. Yet Cameron takes a stressful time of year, and makes it

Cameron of CPA Services, LLC showed integrity and inspiring generosity by answering my questions over the phone. He even followed up with a phone call to clarify the information he had given! It is a rare thing to experience such kindness in today's climate. Anyone seeking a CPA who offers integrity, knowledge and experience, Cameron is the one! Deanna

We just finished wrapping up our taxes with Cameron and cannot recommend his services more. We were looking for a CPA that was both efficient and investment savvy. We recently made some pretty big changes in our investments and overall lives and I could be happier with the work that Cameron did. Not only did he file quickly and efficiently, but he also took the time to explain a lot of the reasoning behind how we should file as well as some really insightful investment advice. I am extremely excited to work

I have been using Cameron for a few years now. As my business has grown he has been very helpful in growing with us. He has been able to find the best deductions and best savings, with our financial future in mind. He is always up to date with the new tax laws so we can make the best decisions for this year and the years to come. I would highly recommend his services.

Cameron is very professional, knowledgeable and efficient. I dropped off my paper work last night and he was done by this morning! Cameron was very helpful from start to finish. When I made my appointment, he went over the necessary paperwork needed as far as write offs that come with being a realtor (he was familiar with costs/dues, etc) come to find out he is a licensed realtor as well, how perfect! I couldn't of asked for a better CPA to handle everything, for once I was extremely at ease with getting my

Cameron was very helpful and relatable. After weeks of trying to find someone to assist with complicated taxes, his willingness to help, explain what needed to be done, and setting realistic expectations was far more than I had anticipated. I am so grateful to have found him in my search!

I have to say that I have a CPA for Life! Cameron at CPA Services is absolute gold! He truly cares about me and my business. He is extremely knowledgeable at what he does and has helped me get out of the mess I was in. If you're looking for a CPA, please call Cameron at CPA Services. You will thank me! He is a wonderful human being who is very good at what he does. Thank you for all you do, Cameron!

We have used Cameron for our taxes for three years now and are continually impressed with his enthusiasm and knowledge of accounting practices. Cameron goes out of his way to educate himself on the latest tax law changes and we appreciate that he?s always willing to explain this to us in a way we can understand. His integrity and passion for the intersection of taxes and real estate investing especially, has made him a perfect fit for our needs. We have referred several friends to him, especially those with

My husband and I went to see Cameron on the recommendation of a colleague. Wow!! I cannot say enough about the service. Cameron is a friendly and personable person, he had our taxes done extremely quickly, and he gave us thoughtful guidance. Truly an above and beyond experience. We will definitely be back and recommend his services to everyone.

I have used Cameron's CPA service now for two years and have been very impressed with his professionalism and his knowledge of tax law. He takes time with every one of his clients, making them feel comfortable, and confident in knowing their well being is at the forefront of his mind and is fair. He is a very informed CPA, is active in his local business community and stays informed on any and all changes to the tax code. I would very much recommend him.

I did my own taxes for many years but when my situation changed drastically this last year and I became self employed I was in new territory. Cameron not only was easy to reach/responsive, he was professional and personable. I not only walked out more confident about my tax situation but he had taken the time to make sure i understood and was able to advise me on how to move forward in a way that relieved a ton of anxiety. I attempted to go to H&R block many years ago and not only was Cameron more reasonabl

I am very excited to recommend Cameron Irtifa as he has done an excellent job on our business and personal tax preparations for years. We have complete confidence in his guidance and skill. We really appreciate how Cameron, on more than one occasion, has gone the extra mile for us. When you are in need of a knowledgeable CPA, call Cameron.

I left Cameron's office smiling because he gave me a workable way to deal with a large tax bill I unexpectedly received. I recommend him highly not only for his knowledge, but because he's kind and has a gentle manner. Not something you see everyday in a CPA!

Our experience with Cameron has been exceptional. He did an exceptional job preparing our taxes for 2019, and found errors on my 2018 taxes allowing me to recover additional money owed to me from the IRS. Not only professional but he has a good sense of humor as well. My wife and I look forward to working with Cameron for many years!

I am retired from 39 years in the automotive repair business with six locations and 53 employees. Throughout the years I?ve used a handful of accountants book keepers and CPAs. Recently I found myself in a huge IRS debt and was running out of time to file. After calling a dozen of tax consultants and getting turned down due to the lack of time to file, I came across the phone number of CPA services in Beaverton and actually was able to talk to a real person which turned out to be Cameron, the owner.Cameron

My husband and I recently moved to OR from NY. We are real estate investors & own companies in TN (That?s three state taxes!). We came upon Cameron. We had a great CPA in NY but Cameron outshined and exceeded our expectations! Super detailed and answers every question or concern we have. He took his time and went above and beyond figuring out the TN tax laws which are VERY confusing and different. He helped fix an issue with a mistake made by our NY CPA from last year?s taxes. We thought filing for NY, TN a

Cameron's knowledge and care for his clients is limitless. Cameron understands the true concept of putting his client's needs before his own. He is one of the most honest, kind, and hard working individuals I have ever met and it is a breath of fresh air to always catch up with him. I could not recommend anybody better! Thank you for all you do, Cameron! The world needs more people like you!

Highly recommended! Cameron's knowledge of the tax laws save me thousands of dollars per year. He has filed 4 tax returns for my different business for several years now and has a wealth of information accounting practices. Cameron takes time to educate you if you don't understand accounting and he is able to break it down into layman's terms.

I called CPA Service LLC with a quick question about amending a prior return and how the Oregon "kicker" would work for 2024. He (Cameron?) was very polite and knowledgeable. He was generous with his time and answered all my questions. Will definitely return if/when I need to hire a CPA.

I've been going to Cameron for about 10 years now. He's been kind, patient, and so helpful in navigating energy tax credits. He isknowledgeable, experienced and a great guy to have in your corner.

Don't let the IRS overcharge you. If you think there is even a chance you are overpaying for your federal or state income tax, I recommend Cameron at CPA service. You should look at this man's credentials on his website, he worked for the IRS in OR and really knows his stuff! After wasting a ton of time and getting nowhere with TurboTax, I almost just paid the amount the IRS was overcharging me just to be done with it but I'm so glad I didn't. When I called, Cameron took the time to make sure he fully under

I was recommended to Cameron Irtifa when I opened by business and am so thankful to now have a CPA I can rely on. He is so knowledgeable and responsive to all communication. Communication is very clear and upfront keeping me on track with my business & personal taxes. I highly recommend Cameron to all of my peers, friends and family.

Cameron at CPA Service LLC is a superstar. He has handled my taxes for several years and is a consummate professional. My wife and I have thrown him some real curveballs with multiple property sales and purchases, out of state income etc and he handles everything with great skill. I hope to give him my business for many years to come. I highly recommend CPA Service and Cameron for all your financial needs.

I was in search for a new CPA and contacted Cameron to discuss my extension and Fed/State filing. We agreed to an appointment next day to discuss my taxes, but 30 min prior, I had to cancel and reschedule due to a work obligation. I called immediately (leaving a message) and emailed him as back-up on his "non-secured" site. When Cameron called, he harshly lectured me that if I'm going to reschedule that I better make it as he "makes the effort" to make all meetings if he schedules one. As a person in the s

CPA Service assisted me with my taxes during the last 4 years. The service provided to me was outstanding! Cameron Irtifa CPA, was always very professional, accurate, prompt and efficient. He was always reachable and available to help me with my taxes. His works has been prompt and accurate. He is also very reasonable about the price that he charges. I would give him a five stars rating and would recommend him to all my friends and relatives.

Cameron's deliberate and thoughtful manner combined with his extensive experience and education resulted in the best possible (really unimaginable) outcome in a recent individual issue with the IRS! Cameron clearly knows what needs to be done and how to do it right. Professional, competent, and friendly -- I highly recommend him.

Cameron was very professional, fast, courteous, fair, and knowledge about the whole tax process. I will be using his services again and again. I would recommend him to anyone who wants their taxes done quickly and accurately.

I was fortunate enough to find Cameron Irtifa after my recent move to Oregon. He prepared my two-state individual tax returns with great care and attention to detail, and he is up-to-date with all the recent tax law changes. He patiently answered all my questions. Since I am a senior citizen and unable to come to his office, he came to me. He is very conscientious, professional, and a true gentleman who really cares about his clients.

Cameron was incredibly helpful in filing taxes for my wife and I for the first time after getting married. We were weighing the pros and cons of filing jointly or separately, and he just laid out as clear as day what the difference would be, making it a very easy choice. He's great at explaining the process if you have any questions about it, and he makes the tax prep process - dare I say it, almost fun! His office is easy to miss if you're not looking for it, but he's a real diamond in the rough. We'll be

I have been coming to Cameron Irtifa for my taxes for 10 years now. I recommend him highly and am so grateful for his calm and professional nature. I actually look forward to our annual appointment, how many can say that about filing their taxes?

Very helpful! Took the time to explain everything. I actually understood my taxes this year. I had tried to do them myself but had to many different situations. Cameron was a great help. Will be using his service for years to come and recommending him to anyone I know who?s looking for a CPA

Finding a CPA can be stressful and expensive. Cameron is a CPA and expert who completed my amended self-employment tax return in two days. His expert consultation, personability and transparent communication gave me peace of mind and helped educate on my future responsibilities as a taxpaying citizen. Worth every dollar.

I would like to thank Cameron for his advice! I had a question about my property taxes - Cameron explained everything and was patient with my follow up questions. It was my first consultation but I did gain better understanding of my situation. I would recommend Cameron to anyone seeking CPA advice and help!

I did my business taxes with Cameron. He is very knowledgeable and professional CPA who helped me file my taxes, answered all my questions and explained me all my options. I would highly recommend his services to anyone looking for a quality accountant.

Very professional and knowledgeable- will definitely be coming back for next tax season! He helped me figure out where my tax return went wrong from another agency very quickly and gave clear guidelines about how I can fix it. Happy I found someone that I can trust!

Cameron is smart and explained the taxes to me but ultimately was too hard to work with. He would ask me to submit papers as fast as possible, "you'll have that to me tomorrow?", then I wouldn't hear from him for three weeks and had to start pestering him via email. The ultimate issue was when he advised me to have an extension filed and wait for a rebate to arrive. He filed an extension for me but did not direct me to send money to the IRS as is required when filing an extension. The fees + interest far e

Cameron has been a rock star in assisting my husband and I with our taxes for the past three years. I run my own trauma informed care coaching and consulting business so my taxes can get complicated. Cameron is patient, meticulous, and incredibly sharp. I trust him.

Meet with Cameron to get help and information on starting a new consulting business after retirement. Cameron made everything easy to understand and get me off on the right foot. Enjoyed talking with Cameron, turns out or paths crossed years ago in the line of work we were both in. Looking forward to working with Cameron.

Cameron was very professional, respectful, and kind. He went over my tax questions and gave guidance on a resolution. I would definitely use his service again.

Taxes aren't fun but we had an amazing experience. Personable, insightful and fast! We are so happy to have found our new tax person after years of frustrating experiences... Highly recommend.

Cameron is an excellent tax expert. His experience and education are the best -- and his services are full spectrum. He is very client focused and I highly recommend him.

Cameron was extremely knowledgeable, helpful, and friendly! He did a great job explaining everything to me, and I feel very confident having him help me with my taxes.

This is my second year working with Cameron and I recommend him highly. He explains things clearly, carefully analyzes the situation, and gives highly reliable advice. Both years he did the work in the timeframe he said he would and charged a fair rate. No BS (I have little patience for BS.) Also has a secure document drop portal which I appreciate. Will definitely be back in the coming years!

Cameron was an absolute godsend. The only person who agreed to help me out after months of struggling with unresponsive CPAs. Does great taxes, very knowledgeable, hardworking, and courteous. -Susannah

I'm so relieved I found Cameron! He has helped me tremendously with his knowledge of accounting and payroll. I appreciate that he took the time to explain everything thoroughly with patience. I definitely recommend. 100%

Cameron is friendly, and business like. He's been doing my taxes for me since I've moved to Oregon. He has also giving me some tips on saving for retirement. Good person.

This was our first year working with Cameron, and we were so fortunate to find him. He is very knowledgeable and very client focused. He is by far the best CPA we have ever worked with.

Cameron has helped us with our personal taxes for the past two years. He has always been such a pleasure to work with.

I consulted with this firm on some questions i had about properly filing as a remote worker across multiple states. He was extremely kind, helpful in providing me with the info i needed in order to get my tax situation straightened out. I highly recommend!

Cameron was wonderful! He was extremely flexible, informative, and quick to help me get things done. I will make sure to use Cameron in the future. Thanks again!!!

Cameron was extremely detailed and helpful while filing my taxes gave me his full undivided attention start to finish overall great experience I?m looking forward to seeing him again thank you for your time and help.

CPA Service is Good and Knowledge able Accounting and Tax firm. The Efficiency and Expertise is Great. Willing to Help with any Problems as easy as Pie. Thank you Cameron From George

I thought these reviews looked fake, sure enough. Cameron is not the professional that these reviews have stated. Flaky, condescending, and just downright rude. When you can understand what he's saying through his thick accent it's usually not very good. Buyer beware, avoid this man!

CPA service LLC, is the most helpful, knowledgeable and professional CPA I have ever used for my business and personal taxes. I have used him for the last 14 years and will continue to do so. I do highly recommend this firm.

Im very happy I found Cameron! He is great at explaining everything in detail. Great guidance towards starting or maintaining a buisness, I recommend him 100%!!!

I called to see if they could help me with my self employment taxes (specifically figuring out my quarterly state taxes), and Cameron answered all of my questions on the phone to save me a trip into his office! Extremely appreciate his help and kindness.

This was my first time filing taxes with Cameron. He is ocean of knowledge about taxes. He not only filed the right taxes for me but gave lot of great tips on how to save taxes.

I have worked with Cameron for several years on my taxes and he does excellent work. Not just tax preparer but true advisor you can trust.

Cameron is super knowledgeable very professional, he explains things thoroughly and it?s been a pleasure for me to work with him over the years to do my personal and business tax preparation and payroll I have also been able to refer my clients to him and he?s done an outstanding job for them as well

I have been doing my taxes on Cameroon from last 6 years mine is always complicated but Cameroon professionalism and knowledge never disappoint me I will highly recommend him to anyone who?s reading this..

Mr. Irtifa knows his business. Efficient, helpful and very knowledgeable. Never a doubt I'm going to the "right person" to solve any accounting-related confusion by me or the IRS. I live over 15 miles away and it's worth it to drive to see him; highly recommended.

Cameron is an amazing CPA! He not only helped us with our taxes but gave us sound financial advice.

Cameron explains very well in regards to taxes. He make sure all your questions get answered. He would be great resource especially filing real estate related taxes.

I called with a random tax question about stocks and Cameron went above and beyond to answer it. He also explained it so well I understood the answer. I will definitely be using his services in the future.

CPA Services LLC helped me out in a pinch last spring. I forgot to write a review but he was so memorable and helpful that I'm back a year later playing catchup. Thank you so much for all your assistance!

I had an urgent need and was able to get a quick answer. He was friendly and clear in his advice. I am relieved to have the info I needed in time to make some huge financial decisions. Thank you!

I had a tax situation that ended up being very simple. CPA Service took my call and quickly and rightfully qualified what I needed and answered my question without going through the process of setting up an unnecessary consultation.

Cameron is great at taking the time to explain things in a simple manner!

Cameron is very nice and works hard to help you. He definitely knows what he's doing.

Very helpful advise! I needed help dealing with a complicated real-estate tax issue. Thank you for helping me save thousands of dollars!

Very personable, reliable and excellent service provided. 3rd year doing my taxes here and will continue doing so.

Cameron did a great job on my taxes and filing

He is very knowledgeable and honest with providing inputs but humble at same time.

The website offers free consultations but when I called, they said it was $145/hour. When I asked about the free consultation, they said they could do "5 minutes" and said they would take that off the website. Very misleading and unethical.

Very knowledgeable, friendly, and goes above and beyond to help his clients. Definitely recommend!

Very professional service even through the service I needed was not available at this company they took the time to explain what type of service I did needed and answered all my questions.

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.

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