Desert Law Group | Kimberly T. Lee

Desert Law Group | Kimberly T. Lee

Reviews Summary

Desert Law Group receives consistently outstanding reviews for their expertise in estate planning, trusts, and wills. Clients praise their professionalism, clear communication, and personalized service. The team is described as knowledgeable, friendly, and highly attentive to detail, making complex legal processes straightforward. Many highlight the firm's ability to provide peace of mind through thorough document reviews, updates, and compassionate guidance. Their ongoing support, educational resources, and responsiveness to changing needs are frequently commended. Overall, they are highly recommended for their exceptional client care and legal proficiency.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Years of Practice
CPA License
In-person Support

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

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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

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Years of Practice
CPA License
In-person Support

Contact Information

Address

74916 CA-111

Indian Wells, California 92210

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-4PM
Saturday Closed

Customer Reviews

I have been fortunate that I have not needed much legal advice in my life, so I have no basis for comparison really. Estate planning is a little weird - we don't really want to think about our own demise. I will say this though, as tedious, and weird as estate planning may be, it is an essential part of good financial planning. We made an appointment for an initial consultation and met with Joseph, an attorney in their office. We certainly got an education! Joseph has a remarkable ability to summarize the

I recently worked with Desert Law Group, led by Kimberly Lee, to establish estate planning, and it was an absolutely amazing experience! Kimberly Lee and her paralegal Maureen Co demonstrated excellent communication skills, keeping me informed throughout the process and addressing all my questions with clarity. They were incredibly efficient, ensuring everything was handled promptly and professionally. Their dedication, attention to detail, and exceptional service are unparalleled especially for managingn i

Desert Law Group helped us to bring up to date our family trust that we had long neglected. Every person we dealt with was friendly and personable along with being professional and efficient. Each section of the document was reviewed, updated, and thoroughly explained. We're very happy with the service we received from Ms. Lee and the people at Desert Law Group and would definitely recommend them.

Desert Law Group assisted us in updating our Trust and compiling with the current CA laws. Mary Kelly, Emily and Nathan were very accessible and accommodating to our needs. We highly recommend Desert Law Group for your legal needs

We have had our Family Trust for many years and as we relocated to California to be close to family, it was time to bring our Trust in line with California law. We saw a television advertisement for Desert Law Group n when a neighbor shared his family had used their services, we contacted Desert Law Group and spoke to Emily who set us up with our first appointment. We met with Attorney Mary Kelly and she quickly understood our needs and wishes. The atmosphere was relaxed and comfortable, and we were impres

I am extremely impressed with the service and knowledge of this law firm. Their annual client event provided so much information, and in a manner that kept our attention and was often humorous as well. You will be in good hands with this group of professionals.

We always appreciate the specialized and detailed service from Desert Law Group. They have been our attorney for over 23 years. When setting up a Trust account, which we recently updated, or any law procedures for family, marriage, divorce, etc., great measures are taken by Kimberly T. Lee and her staff to ensure all factors within any category are covered, reviewed, understood and confirmed. They also provide all documents in binders, itemizing each category for easy access. We highly recommend Desert Law

Just excellent. Kimberly listened carefully with understanding and good humor and got everything perfect. Similarly, Nathan handled everything flawlessly. In fact everyone we dealt with was friendly and accommodating. All in all a very good experience and we would highly recommend the Desert Law Group.

Excellent Experience. This was the second time we had used the services of Kimberly Lee and the Desert Law Group. The experience could not have been better or more professional. Kimberly Lee herself was a pleasure to work with and her professional advice invaluable.

My husband and I are new residents of California who needed to create a family trust to replace our previous estate documents. We considered various self-service legal services as well as several local attorneys. Our trust is now complete, and we are extremely pleased with our choice of Kimberly Lee and her team at the Desert Law Group to assist us in this endeavor. Kimberly is obviously very knowledgeable, experienced and approachable. Her team is very professional and responsive as well. This option

We went to Kimberly Lee, and her amazing team, of Desert Law Group in Indian Wells, CA to put our trust together earlier this year. We could not be happier with their counsel and resources in getting this together for us. Little did we know that Kimberly and team would further keep up with us! They let us know when applicable and important seminars are in our area and generally keep us in the know regarding retirement resources. We had no idea that would be the case and SO appreciate their ongoing, attentiv

Everyone here is a quality professional. I highly recommend Desert Law Group for estate planning, wills and trusts. Kimberly and Joe provided really top-notch advice, saving us a lot of money and headaches down the road. Nathan guided us through the signing process, explaining all the documents, and we left satisfied with every step of the process.

A Trusted Estate Planning Attorney Kimberly Lee, Esq. has handled the estate planning for our family for over a decade. As our circumstances change and evolve, she has always been very responsive, professional and informative. Changes to our documents are handled immediately and accurately, and through online communications. She keeps us up to date on changes in the law that may affect our estate. We trust her completely in handling our affairs and know that our family's wishes are understood and settled.

Desert Law Group has been wonderful to work with. Kimberly Lee and her staff have expertly handled my business (Design Vision Studio) corporation filings for years now. I couldn't be happier with their efficiency and fantastic customer service.

Desert Law Group did our original trust in 2008 and we recently had it updated in 2023. Joe Capobianco and Nathan Martinez were courteous and professional from start to finish. We've been clients since 2008 and under Kimberly Lee's stewardship, Desert Law Group continues to provide a warm and friendly professional service which we greatly appreciate. Would highly recommend them without question!

Attorney Kimberly Lee is fabulous! She is so intelligent, knowledgeable, patient, kind, and accomplished! She did an outstanding job with our estate planning and trust which was very complicated! The finished product was flawless! Attorney Lee is simply the very best! We are so fortunate that she practices in the desert. She and her entire staff are professional, friendly, and accommodating! We give Attorney Kimberly Lee our very highest recommendation!

A master at her profession! My husband and I are professionals ourselves, but we entrusted this excellent team for a challenging revision to our trust and wills. They met with us and prepared the documents carefully, compassionately and with patience. The result is a much better and thorough estate plan than we have ever had before. Ms. Lee also gave us excellent tips and an education about the legal issues, which we really appreciated. With that expert information, we understood the best way to proceed, to

Desert Law Group has taken care of my Trust for many years. I've needed to revise my Trust three times as necessary, when people or life situations have changed in my life! I have found every attorney and other employees to be helpful and knowledgeable.

We will always feel grateful for the introduction to Kimberly Lee and Desert Law Group. Although we feel young at heart and have not slowed down a bit, we are aware that we are aging and peace of mind at this point in our lives is paramount. Kimberly and her legal team gave us just that. Not only are our affairs now in perfect order, but we have never worked with any attorney as professional as Kimberly. She covered every subject, even those we didn't know needed attention. What Kimberly and her team o

My experience with Desert Law Group is from a 1-10 a "10" . The care and the responsiveness with Kimberly was outstanding. She listens and she cares. She's responsible for my wonderful marriage. Long story. She did my Trust and everything came out to my liking. There weren't any mistakes and the first go around was perfect. Kimberly and her staff were outstanding. They were very friendly, compassionate while being business like at the same time. I would recommend them to anyone who wants to do the

Recently I worked with Desert Law Group to update my estate plan. During a meeting with Joe Capobianco I received helpful guidance and clarification for distribution of my estate. At a second meeting with Nathan Martinez the plan was signed and finalized. Both meetings were professional and I would have done this sooner had I realized how easy they would make the process. Nathan spent time answering all questions and I'm impressed with the ideas that went into the plan. I'll work with this firm again.

It was more than a pleasure having Kimberly create our living trust. Kimberly was very thoughtful and caring about our concerns. Which by the way she took care of everything we needed. Nathan and the rest of her staff were always polite a a pleasure to talk with whenever we called or had appointments. I will always recommend with pride Kimberly and the Desert Law Group. Thank You Kenard and Lisa Riding

I must say that after multiple attempts and discussions with other desert firms .. they didnt have a chance to earn my business. Desert Law met all of my concerns with empathy and detailed alignment to what was important to our family. From front office to back just the best.. DL made us feel like family .... cheers to the entire DL family and to Kim for creating a staff that cares all while making the legal process easy and complete in all areas.

After comparing other options for estate planning, we decided on Desert Law Group for developing a Family Trust and updating our Wills. Absolutely the best thing that could have happened, whereas we are extremely satisfied with the end result as well as the whole process. As it turns out the key reason for this is Ms. Kimberly Lee. She is not only charismatic and knowledgeable; it is obvious she knew how to build a competent Staff. In our opinion when it comes to estate planning, look no further than De

I have lived in Southern California and out of state for over 10 years, and needed someone to create a trust to hold our California real estate. I was referred to Kimberly Lee to take care of the title transfer and trust creation. During the process, Kimberly Lee also was engaged to provide me counsel on some complex estate planning, wealth transfer, and gift-giving issues. Kimberly was extremely knowledgeable, professional, reasonable, and friendly--guiding me using language and examples I could understand

The entire staff at Desert Law Group under the direction of Kimberly Lee are great! They had set up a trust and will for me some time ago and now that I needed to make some revisions, they were my "go-to" people. I highly recommend them!

After my husband received a dementia diagnosis, our financial advisor strongly recommended that we contact an elder law and estate planning attorney to ensure that we had all aspects of our estate in order. Through the recommendation of the local Alzheimer?s support chapter, we contacted Desert Law Group to help steer our planning for an uncertain future. The guidance we received and the peace of mind we experienced in updating our wills, powers of attorney, health directives and in creating a family trus

My partner and I went with Kimberly at the Desert Law Group initially two years ago to establish our trusts and get our ducks in order. We recently re-engaged Kimberly because we moved, and our estate circumstances changed. I applaud Kimberly and her team because I feel I have an ally that I can go back to as our situation changes. The greatest takeaway that my partner and I both feel is how much they care. It's delightful to have peace of mind. As an aside, I admire the work they are doing with the First

We were so impressed with the quick and excellent service and estate planning work performed by Kimberly Lee of the Desert Law Group. Over my past 50 years of working with attorneys in all aspects of the law, this firm was outstanding. I definitely do not think you will be disappointed in their handling of any estate planning concerns you may have.

I've been a client of Desert Law Group since 2006 and have had nothing but positive experiences with Kimberly and her team. Kimberly has the ability to break down seemingly complex situations in a way that they are both easy to understand and follow. Kimberly and her staff hold themselves to the highest professional standards and I couldn't be happier with the work product they've provided throughout the years.

I have had the great pleasure of working with Kimberly for several years, and she has helped on several matters. I can't begin to tell you how much I trust her skill as an attorney, her ability to advise on critical matters, and her tremendous human kindness. She has always steered us in the right direction, while understanding and respecting the law. She's the absolute best. A true gem!

Estate planning can look like a very difficult exercise to get involved in, but very necessary to do the thinking, discussing, planning and executing. Some decisions can be tough even to think about let alone make. This is where Kimberly Lee and the staff of Desert Law excel. While they are professional, knowledgeable, and courteous to work with, they actually make estate planning an enjoyable and often fun experience. The follow-up and information sessions they hold for clients can not be beaten. Laws

Kimberly, Thank you so very much for the kind way you walked us through bringing our estate planning documents up to date and in line with California estate law practices. We are grateful for the time you took to carefully explain the differences between Oregon and California, and we feel secure in the decisions we made. Kimberly, you and your staff provided thorough, thoughtful and professional guidance. We would not hesitate to recommend you and Desert Law Group to anyone for their estate planning needs

Kimberly has been my estate planning attorney for a number of years but have not got around to writing a review until now. She's always had my back and her staff is a pleasure to work with. My legal issues have gone beyond estate planning, and Kimberly has been a superb guide every step of the way. Two thumbs up to Kimberly and the Desert Law Group!

Dealing with Kimberly and her staff at Desert Law Group has been far and away the best business experience we've had since arriving in the desert from Canada in 2006. No other business experience here comes even close to the proficiency, expertise and friendliness of this group of people who served us during the COVID-19 pandemic. They made sure we understood the terminology associated with Living Trusts and then guided us through the process of managing our assets within the Trust. Every question we had wa

Kimberly spoke at one of our Alzheimers support group meetings. After explaining the legal process involved, we made an appointment. She explained in more detail what paperwork was needed and it's importance. We were dealing with an elderly parent and sibling, one with a Will/Trust, real estate and personal property and the other with only a car and personal belongings and no will etc. We learned how vital it was to have these documents done beforehand to avoid probate court. the expense and family squabble

We own Over the Rainbow Desserts in Palm Springs, CA, and for many years have had the opportunity to get to know and work with the professionals at the Desert Law Group. Recently we utilized their services for assistance in estate planning?and the service, attention to detail, and overall professionalism was five-stars!!! We are not lawyers and know nothing (or very little) about estate planning. But that was no problem for Kimberly and her staff at the DLG. From the minute we walked in the door we we

We are very pleased and greatly satisfied with the work of Desert Law Group. They have been our estate planners since 2008. We think they are the best in the valley. Highly recommend them.

I knew I had been derelict not having a will; I didn't know that "regular people" did estate planning or had trusts. Attorney Kimberly Lee spent at least an hour to carefully explain what I needed and why, and made the process seem incredibly simple and straight forward, guiding me through every decision I had to make along the way with a wealth of experience and knowledge. I spent an hour today with Attorney Maria Gomez who reviewed all the final documents, making sure I had a clear understanding. I ca

I had put off developing my estate documents for too long, but no one likes dealing with this.. I was referred to Desert Law group by a dear friend, Hal Katkov. Desert Law prepared all my necessary estate documents. The gentleman who assisted me was Joe Capobianco. He was very professional and helpful. He fully explained the purpose of each document to be prepared.

We have been clients of Kimberly Lee for past 5 years and she has done an excellent performance with our Estate Planning . She just updated our Portfolio to comply with the new laws for 2020. We love to attend her Seminars that updates us on current changes in the law in order to keep our Estate Planning Portfolio Proper. We would highly recommend Attorney Kimberley Lee to anyone who needs to start or update their Estate Planning Portfolio. Joyce Nola and Vincent Nola,M.D.

Desert Law Group was there for me when I had to deal with the unexpected passing of my father. With no will or anything Desert Law Group were able to help me deal with probate. Always there to help with the hundreds of questions I had. Can thank them enough for all they did for me, thank you Mary and Drew!

Wonderful meeting and completion of our family Estate Planning with Joe Capobianco. Very detailed and professional. Also, a huge thank you to Nathan for organizing and arranging the meetings and phone calls and everything in between. Amazing experience. HIGHLY RECOMMEND!

I have been with the Desert Law Group for more than 15 years. I have recommended many people to use the services that Kimberly Lee does with such expertise and professionalism. I would not use anyone else.

I was referred by a friend after having an estate plan drawn up years ago by a different attorney. Kimberly reviewed that plan and we discussed my needs and her inputs regarding law changes and what she thought I needed. The results were thorough and professional. I felt she went beyond my expectations by bringing in other concepts I hadn't even thought about. Very satisfied with the results and the relationship.

Outstanding, complete service from top to bottom. The attorneys and the entire team are top notch professionals. I feel very comfortable with their knowledge and assistance in planning my estate.

The Desert Law Group reviewed my Trust created by another attorney and found many loopholes; I am so glad they redid my Living Trust. They asked questions that had never occurred to me about how the Trust was to be distributed and I am confident the Trust they created meets all my wishes and is secure. Highly recommended.

Initially I thought Ms Lee was a competent honest estate attorney, however, over the course of my dealing with her and her office, I discovered she was dishonest, lied in a court of law and cheated me out of money paid in good faith. She swore in a court of law, that I only dealt with her subordinates, while at every juncture my contact was with her alone. She is not to be trusted. Ann Fishman

You never want to be in a situation where you're sitting next to your friend?s hospital bed and they turn to you and say that they need to do planning because they only have a few months to live. Not only is this an incredibly heart-wrenching experience but completely avoidable at the same time. Although this is something they normally don't do, the attorney from the Desert Law Group put on their Superman cape and was able to not only visit the hospital but find a doctor who could do a medical evaluation in

Extremely impressed with the sophistication of the law group. Staff guided me through my entire process with great knowledge and experience, making my experience go very smoothly. Highly recommended Desert Law Group.

I met Kimberly Lee in 2012, when my partner and I asked her to prepare a number of estate planning documents. Since then Kimberly has provided three updates, most recently in spring of 2020. Kimberly is an attorney par excellence. She demonstrates on-going, immense expertise in the areas of trusts, wills and senior health care. She is compassionate and understanding when discussing personal details of my life. She communicates with speed and clarity. She senses when to talk, when to listen, when to joke, w

My partner and I have been together for twenty years. We needed new estate planning. We were referred to Desert Law Group (DLG) by our real estate agent at Indian Ridge Country Club, where we moved in October 2021. From beginning to end, working with DLG was an exercise in how estate planning CAN and SHOULD be. There are so many kudos we could give, but here are the top three. ONE: Listening. We live in a world where, in my view, listening? really listening to someone else? is getting more rare. Not at Des

Excellent service. They helped set up a will and trust for my Uncle. Took care of all paperwork, kindly went thru - in much detail - with patience and clarity. Everyone was so nice and respectful.

I actually look forward to our sessions; we have been clients for many years - I'm always learning something new from Kimberly and her team. Extremely professional, always friendly and very patient with us. Highly recommended!!

I highly recommend Kimberly and her team. They always called back promptly and were upfront with their cost structure. I felt like they are very ethical and caring. They even offered some free and valuable advice over the phone.

Called a few places and was directed here. Told the secretary my situation and was told they could help. Had to wait for my appointment of course. Than when I had my phone conference the lawyer told me that they weren't able to help me in my particular situation. She repeated several times what she thought I should do. I told her that I all ready did that and That's how I got directed to them. I felt like she kept the conversation going when I tried stopping it. I still got charged for her time and got no s

Over the years, through several revisions, I have always found Kimberly Lee and her Desert Law Group to be friendly, efficient, knowledgeable, and current with all laws. I highly recommend them.

My experience with Desert Law Group was wonderful from the first moment I walked in the door. The remainder of the meetings all went as I would expect from a Law Firm

After 50 years of practice, I know the good lawyers and I refer to Kimberly Lee. You won't be sorry if you call her.

Wonderful to work with. Professional, knowledgeable staff. Teaching sessions, conducted by Ms. Lee throughout the year, keep all who attend Informed of changes in the law, ways to keep estate plans current.

This is the best estate planning we have ever received. The information and professionalism is second to none. Thank you Ms. Lee and team!!!

This legal team is amazing. They listen to you and understand what you want and then perform the function you desire. They are friendly and very accessible. Cannot recommend them high enough.

We were cared for with great detail. I would highly recommend Desert Law Group for your family trust.

Extremely thorough and very professional approach to our estate plan. Couldn't be happier with the product.

Walked me through setting up a Trust clearly and patiently. The process was easy.

Super friendly staff with experience. Felt confident in relying on them for my legal needs.

Very easy to understand the law as explained by Kimberly T. Lee and her Desert Law Group

Kimberly is very knowledgeable and a great attorney to have on your side.

Very knowledgeable and professional in every way!

Kimberly and her office are very professional, and give excelent advice.

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.

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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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