*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.*
100 Wilshire Blvd
Santa Monica, California 90401
If I could assign zero stars I would. My life has been an absolute nightmare since speaking with Richard Johnson, DelMorgan & Co.'s Managing Director, and Neil Morganbesser, DelMorgan & Co.'s CEO. First, I materially relied on the customized marketing materials DelMorgan provided when I paid their exorbitant initial fee of $150,000; specifically, their proposed four-month timeline for a capital raise, and their promise I would receive a "custom-tailored? approach. After signing the engagement agreement, an
I engaged with 5 companies to sell my fitness business. DelMorgan was a bit higher rate but their potential selling price was much higher than the other firms I interviewed. So happy I hired them. They were in the trenches with me, fighting for every dollar. They were ALWAYS available to answer quick questions for for hours-long work on forecasts. I felt confident in my business and the strong numbers, but I had never sold a business so this was an unfamiliar world to me. They patiently explained thin
DelMorgan's team started out well in our firm's recent acquisition and helped us figure a lot of things early on. Their level of support and communication had been a master class in competence and followed through. Our expectations were exceeded with DelMorgan and their crew
From my first conversation with the DelMorgan & Co. team, I was impressed with how clearly they explained the sale process and how quickly they understood my business and goals. The sale process they led was exactly as they had described in our initial conversation. From start to finish, senior leadership was intimately involved, took the time to get to know our team, and became experts on our business and industry. This resulted in us securing a great deal with our ideal partner. We could not be happier wi
I had the pleasure of working with Chris Delgado during a complex financial transaction. Facing a myriad of intricate financial documents and decisions, Chris and the DelMorgan team patiently guided my partner and me through each step, clarifying our uncertainties and ensuring we comprehended the implications of our choices. He even took the initiative to follow up with us, demonstrating genuine concern for our progress. DelMorgan's extensive knowledge and thoughtful approach were invaluable and this was ev
I was dealing with investment banking issues and had a LOT of questions but the principals at DelMorgan made myself and team understand that we had an entire team of professionals on our side to help at all times. They are well versed in the details of selling a business like ours and can't say enough positive things about this company. Thank you!
We retained DelMorgan & Co. which consistently exceeded my expectations with their extensive experience with both startups and established enterprises and they have been invaluable to my two companies. Throughout our collaboration, they have been responsive and always willing to assist. I highly recommend their investment banking services to any company seeking expert financial counsel.
I approached DelMorgan & Co. to sell my business. As my firm had not worked with an investment banker before, I was concerned about finding a firm that was a perfect fit, not just competent. Neil and Rob took a personal interest in our deal, and by the end of our first meeting, I was confident that I had found the right partner for my firm's needs. DelMorgan assisted me in structuring the necessary agreements crucial for the project's success.
I discovered DelMorgan through an online search while seeking assistance with strategic advice for our new startup. Rob and the team were reliable and easy to communicate with and they took a genuine interest in understanding our specific challenge and maintained clear communication with our in-house team. DelMorgan?s bankers were proficient with solutions that aligned perfectly with our goals. Highly recommended.
My partner and I had the absolute worst experience with DelMorgan & Co. We were introduced to DelMorgan by Julio Urrutia. He appeared to be an otherwise disinterested customer of DelMorgan, yet we later found out he was in fact an agent of theirs. Julio claimed his company, Hyve Platform, Inc., previously secured funding through DelMorgan. That, along with marketing materials that included a four-month funding timeline and closing date, which was updated after signing the agreement, convinced us to engage D
I don't typically write business reviews, but after the debacle that was our experience with DelMorgan & Co., I feel obligated to warn anyone even remotely considering working with them. If you are a business in search of capital, let me save you time, money, and immense frustration?look elsewhere. There are plenty of reputable firms that won't string you along, waste your time, and then demand money for failure. We initially engaged DelMorgan & Co. to help us secure financing for our company, believing th
Buyer beware. Del Morgan charged our company a $150K retainer and delivered no results for our payment. We didn't ask for a refund, understanding the risks involved with financing, but instead we terminated the engagement and moved on to secure capital from other sources on our own. Nearly 2 years later, after our company had demonstrated tremendous growth, Del Morgan resurfaced asking for significant compensation. We received extortionist demands from low-level attorneys and continue to deal with the firm
Would not suggest using DelMorgan & Co. for anything. If you're a company seeking capital, seek elsewhere. DelMorgan's fees are above market, they failed for months on the file we gave them. The only financing options they delivered were laughably off-market - they spent more time trying to convince us the financings they brought were acceptable than actually finding acceptable financings. You'll pay a non-refundable 6-figure fee that they'll keep despite running your company name into the ground. Once yo
Outstanding results. This firm was definitely ?client-first?. Regards.
Gave us their full attention from initial phone call onward. Solid company.
This is a first-rate team that delivered for my firm. Much appreciated.
Thank you gentlemen for the success on our collaboration.
Outstanding Team ! 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.