*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.*
115 McCloud Ave
Mt Shasta, California 96067
Alyssa at Designflair is simply the finest website design, branding, and marketing consultant I have ever had the pleasure to work with. She combines creativity, finesse, and technological expertise with grace, entrepreneurial vision, and a commitment to making her clients' goals a timely and exciting reality. Alyssa is also an exceptionally fine communicator and a careful, respectful listener, always careful to interpret her clients' needs accurately--even when they might have difficulty articulating th
I've had the pleasure of working with Alyssa Williamson for the past several months. I greatly appreciate her professionalism, skills, and intuition. Alyssa respects my expertise, while adding her own. Her knowledge of branding, website design, copy writing, and SEO are exceptional. In our short time together, she has helped me improve my brand, bring more customers to my website, and feel more confident in my marketing strategy. Alyssa is not your regular marketing expert, because she's also a coach. I've
Alyssa/Designflair came through once again for us! The first time was mid-project on our website and we lost support?Alyssa stepped in, took control and brought the project to fruition. Now a few years later, we just finished a complete website makeover. Based on our general marketing brief of goals and objectives with the website, Alyssa led us through the development of a very creative design and brought the technical skills to complete ? within budget and on time. I highly recommend Alyssa/Designflai
Website development can be a scary process but Alyssa was able to put my mind at ease right away.? She offered?coherent suggestions that helped my vague conceptions come to life. The final design fulfilled all my expectations and I was quite eager to show it off as I'm sure it will be instrumental in generating new business. Alyssa was also great to work with. She provided constant updates, was extremely responsive to my queries, and very flexible with design tweaks. Alyssa provides a very professional serv
I was looking to get a new logo and business card designed for my business when I met Alyssa at a networking group meeting. I mentioned my plans to her and she promptly followed up. She is very friendly, helpful and professional. Alyssa and Lily had been very patient and supportive through out the process as I was picky about details being a designer myself. The final outcome was just perfect and I couldn't be happier. I already have and would definitely recommend the services of Design Flair to anyone w
Alyssa was fantastic in assisting me in getting my stagnant website updated. She was helpful, responsive, and delivered within the time and budget as promised. Alyssa even helped modify and update my logo, letterhead, and business cards too.
I was referred to Designflair by a nurse practitioner who worked with Alyssa. She was quick with responding to emails and always asked me for my input. I am a healthcare provider who is also a business owner and I was trying to improve my online presence. Working with Alyssa has been great and I would definitely refer my colleagues to her.
Alyssa and her team did a great job on my recent logo and business card design. They asked all of the right questions and came up with several variations that helped me narrow down exactly what I was looking for in a new design. I will definitely work with Alyssa and Designflair for any future design projects.
Alyssa from design flair is amazing! I had a project with a time crunch to it and Alyssa not only responds quickly she did amazing work!!! She is easy to talk to and really is very creative. She makes working on a project fun.
It took some discovery for us to figure out what we liked and needed out of our new business logo. Alyssa was patient and professional and kept the project on track, while we were busy navigating what it took to get the rest of the business up and running. We are happy with the result and it's because we took the time to get it right.
Such a pleasure to work with Alyssa. We had an outdated website and brochure. I really needed someone to handle it for end-to-end. We have a lot of compliance issues with the financial industry and someone was going to have to suggest new content and work with our compliance department to get it approved. Our other challenge was tailoring down our content (not so wordy) and mobile friendly. She accomplished it all in short period of time with little involvement from my side besides supplying some of th
Alyssa was so patient with me in figuring out what I wanted, which all I knew was that I wanted a branded website to show me inside and outside of my work. She guided me through getting all the right words and photos so that it wasn't too much or not enough. It was just right! She offered great feedback and ideas on how to come up with what fit my brand which was still in the works. I often got behind on getting her the information she needed to complete the project and she reached out enough that I knew sh
Working with Alyssa has been a complete joy. She is on it, responds well, listens to your needs and executes in a timely manner.So glad our paths have crossed as I will only be working with her for any web and SEO work I need. Got super lucky with this find!
Designflair does outstanding work. Creativity, attention to detail, visually appealing designs, customer service, follow-up and execution are all strengths of Alyssa and her team. I would highly recommend their services.
I reached out to Alyssa to have a logo made. I already knew exactly what I wanted and just needed someone to create it for me. She was great! Quick responses. And I had my files the next day! Will be using her as my business grows.
Many times I have been in an absolute pinch, wether that pinch meant a website was down, or an artwork deadline... EVREY. SINGLE. TIME. Alyssa and her team have come thru for us... one of my most valued venders. I would highly recommend them if you need any of the services they provide.
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.