*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.*
16 Corning Ave # 262
Milpitas, California 95035
I?ve had the pleasure of working with Bea Alcanzo as my CPA and have been using De Guzman & Cadieux, CPAs for the past two years. I can confidently say they are among the best CPA firms in the Bay Area. Their professionalism, responsiveness, and attention to detail are top-notch. They consistently go above and beyond to answer questions and offer sound, strategic advice tailored to your financial needs. I highly recommend De Guzman & Cadieux, CPAs to anyone seeking knowledgeable, trustworthy service at a fa
I had a fantastic experience with de Guzman & Cadieux CPA's! They guided me through filing my first tax return, making the process incredibly smooth and stress-free. The entire team was friendly, helpful, and proactive, keeping me informed every step of the way. Their efficiency and expertise made the experience fast and easy. I highly recommend de Guzman & Cadieux CPA's for all your tax needs!
I highly recommend this team of CPAs and professionals for handling any bookkeeping, accounting and tax preparation services. I would always appreciate their pieces of advice on accounting, taxation, etc since 2019! They are experts and very accommodating in giving professional advice to make business related decisions (even the smallest details that are specific to my field of business *dental). They helped me transition from a simple business owner to a growing company. Their service was outstanding from
Mr De Guzman and Joy, are both very knowledgeable, understanding, and very kind people. The same thing goes with the rest of the staff. They are trustworthy and I highly recommend this business.
Very happy with the service of De Guzman & Cadieux CPA?s. This firm has been my accountant for many years. Their attention to detail and knowledge about tax codes are amazing. I recommend them.
We are extremely pleased with the services received from this group. They are professional, accomodating, knowledgable and thorough. And we plan to continue to use their services.
The best experience I've had so far. Easy and trust worthy people to deal with. I have the utmost confidence in them in handling my taxes.
Very fast and professional, 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.