*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.*
17547 Ventura Blvd Unit 309
Encino, California 91316
I cannot recommend Dorit and DTax Accounting enough! Dorit has been an absolute lifesaver, guiding us through our taxes with professionalism and genuine care. As we approach the end of the year, she's been right there, holding our hand and providing invaluable tax solutions and ideas. Her expertise in handling audits and reports for our non-profit, Maui Cat Rescue, has been incredible. Dorit truly understands the nuances of non-profit taxation and makes everything so much easier for us. If numbers and taxe
I went to Dorit/ D Tax Accounting with a dispute involving CA Tax board. Dorit handled my case with the utmost professionalism and efficiency. My Innocent spouse case was resolved, and all my money was refunded back to me thanks to D Tax Accounting :)
I should have met Dorit years ago. I would be more organized, more aware?and more successful. Dorit demands a high level of communication because she delivers a high level of competence. She is one of the best accountants I've ever worked with. Her attention to detail is unequaled, and she delivers returns and advice that is like a suit of armor. I could write a lot more, but then Dorit would think ?I wish he would?ve spent this much time getting me the receipts for his expenses?. Thank you Dorit! Yo
Dorit has been an invaluable asset to our small businesses. Her expertise in bookkeeping, accounting, and taxes has consistently exceeded our expectations. Thanks to her guidance, we've not only saved money on taxes but also gained a deeper understanding of our financial health.
D Tax Accounting and Dorit helped me (and still do) so much. I am clueless with everything that has to do with accounting and they are the best assistance ever. I trust Dorit with all my heart and listen to every advice she has! Highly recommended
After reading great reviews, I engaged Dorit to prepare and file my personal tax forms and FBAR, so it could be done in time and with attention to details, which Dorit delivered on, and answered any questions I had. The interface/software to provide documentation was a bit hard to navigate and got switched in the middle of the process, but I imagine that was a one-off/time-limited impact. Recommended for no-fuss, fast service.
Dorit help is top notch, she was helpful from the first minute I talked to her. She asked all the right questions to understand our situation and created a plan to help us submit our tax quickly and easily. She worked over the weekend and helped with information beyond accounting. I recommend her with all my heart, she won't disappoint you!! Thank you Dorit!
D Tax Accounting provide response rate is speedy. They are accurate, thorough & take great care of their clients.
Dorit is a great accountant who always gets things done right and on time. She's really good at what she does and has been a big help to our team!
We had a very good experience with Dorit and her team. Very efficient, highly experienced and responsive.
Dorit has done more than 3 years of tax work for me and my business, removed a government lien, released my corporation from government restriction and much more. Dorit is terrific! Very professional! Very quick! Dorit responds back to all of my questions and problems almost immediately. She has saved me a great deal of money on my taxes and bookkeeping. She talked with the IRS for me and solved all kinds of personal and business tax issues, problems and needs....I highly recommend her for Dorit is excellen
It was amazing to work with D Tax , especially with Dorit and Shelly. Their service was amazing and very professional. They knew exactly what needed to be done and how to deal with the IRS. Their experience reduced my debt tremendously from thousands of dollars to the low thousands. Their kindness and their proficiency were above my expectations, I truly recommend D Tax Accounting.
Dorit is just the best in term of accounting and taxes! She took care of everything for me! Highly recommended From years of amazing experience with her! I'm
I went to Dorit with my tax issues with the IRS. She was able to resolve my situation completely. I have nothing but praise for the job she and her crew have done and would recommend them to anyone with tax issues. Thank you D Tax Accounting! ??
I would highly recommend every small business owner to work with Dorit at D Tax Accounting, Inc. with all Business and Accounting. Dorit is a quick responsive, thorough, kind, and competent at business formation and accounting. I felt worried free during the process and up until now, knowing Dorit will cover all requirements in regards to my business formation. Thank you Dorit, I will contact you again when time comes to review my business financials.
Dorit has been our bookkeeper for several years. She has the utmost integrity and is extremely efficient.
Dorit is very professional and always available to answer questions, which is very important to me.
D tax accounting was great! We had complex taxes and they made it easy to make sure we submitted on time and got all our returns completed!
Dorit is giving personal touch in her work, always available for my questions and doing the taxes fast. I enjoy working with her
Dorit was great! She helped us figure out a Quickbooks crisis in no time! She was available and quick! Thank you so much Dorit!
Dorit Dimond has helped resolve many accounting problems, and is always ready to answer questions. Great service from her and her staff.
Dorit was very professional and patient with us , she answered all our questions and concerns and guided us in the best way.
Extremely professional and goes above and beyond to get the job done ! Great accountant!
Dorit is very professional. Great to work with. Always there to help with the small questions. Thank you !
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.