*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.*
3608 Grand Ave #10
Oakland, California 94610
I had been struggling with managing my credit card debt for a while and decided to seek professional help. The team at Credit Counseling Services was amazing! They patiently walked me through the steps to create a plan, providing expert advice and a clear path to debt relief. Their customer service is stellar, and I feel confident in my financial future. Highly recommend!
I had been struggling with debt for years, but Credit Counseling Service helped me create a manageable plan. The counselors were understanding and really listened to my situation. Highly recommend!
Going through a financial crisis is stressful, and I felt like I was sinking in debt. Credit Counseling Services was a game changer for me. Their counselors not only helped me understand my credit better but also negotiated with creditors on my behalf. Thanks to them, I?m now on a solid path to financial stability. I?m forever grateful!
Awesome experience! They didn?t rush me through the process and really took the time to help me understand everything about my credit and how to improve it.
I?ve tried a few other debt management services, but this one stands out. They?re incredibly thorough, patient, and kind. I?m already seeing improvements in my credit.
Thanks to their expert advice, I was able to qualify for a mortgage this year. Forever grateful.
They helped me set financial goals and stick to them. I finally feel like I?m on the right track.
Very knowledgeable and patient. They took time to understand my situation and offered real solutions.
Credit Counseling Service helped me clear up some confusion about my debt and set me on the path to financial stability. They were a big help!
Their counselors are incredibly knowledgeable and compassionate. I felt seen and heard.
They made promises that didn?t fully materialize?some creditors still pursued aggressive collections.
They explained credit reports, debt repayment, and budgeting in a way I actually understood.
My only regret is not contacting them sooner. They?ve helped me save thousands in interest.
Fantastic service! They were patient and offered personalized solutions that worked for my unique situation.
Credit Professional Services exceeded my expectations in every way. They took the time to understand my unique financial situation and develop a customized plan to improve my credit score. Their team of experts was diligent and persistent in disputing inaccurate information on my credit report. They also provided valuable advice on managing my finances and building credit responsibly. I am thrilled with the results and would highly recommend their services
I had the pleasure of working with Credit Professional Services, and I am beyond impressed with their commitment to helping clients achieve financial stability. Their team was responsive, knowledgeable, and genuinely cared about my financial well-being. They worked tirelessly to dispute inaccuracies on my credit report and provided me with valuable insights to maintain a healthy credit score. Thanks to their expertise, I now have a better understanding of credit management and feel more confident about my f
The credit score fix from Credit Professional Services was outstanding. Their effective solutions and professional service led to a substantial improvement in my credit rating. Very satisfied!
A great resource for anyone feeling stuck financially. I finally see a path forward.
No more living paycheck to paycheck. They helped me set savings goals and actually meet them.
They even helped me understand my credit report and how to fix errors. Huge help.
Credit Professional Services took the stress out of managing my credit and provided me with a clear path to financial stability. Their team was friendly, professional, and always available to answer my questions. They helped me navigate the complexities of credit improvement and offered practical strategies to optimize my credit score. Thanks to their assistance, my credit profile is now in a much stronger position, and I am confident in my financial future.
This service helped me understand my financial situation and find solutions I didn?t know existed.
I wish I?d called sooner. This program changed my life.
Their team is kind, professional, and extremely good at what they do.
Credit Professional Services understands that everyone's credit situation is unique. They tailored their services to meet my specific needs and goals. Their customized approach, coupled with their expertise, helped me achieve a higher credit score and regain control of my financial future.
I was really struggling with my credit score, and I didn't know what to do. Credit Professional Services helped me understand my credit report and develop a plan to improve my score. I'm so glad I found them, and I would definitely recommend them to anyone who is looking for help with their credit.
I didn?t think a free service could be this helpful. They exceeded all expectations.
The process was smooth and stress-free. Just what I needed.
Quick response times and thoughtful solutions. It made a huge difference for me.
I was afraid to face my finances, but their friendly approach made it so much easier.
Their online resources are super helpful. I revisit their videos and guides regularly.
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.