*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.*
17901 Von Karman Ave #600
Irvine, California 92614
I have sent clients to Suzanne and they have all been overwhelmed by the customer service. Some of them didn't even retain but received a bunch of valuable information. Suzanne is super responsive, extremely knowledgeable, pays attention to details, very organized, and doesn't over extend herself and take on too many clients like most attorneys do. I have absolutely no hesitation to send clients to Disparte Tax Law.
I have reached out to Suzanne several times in the past year regarding help dealing with EDD and guidance in related legal matters. Suzanne is an amazing lawyer, who is very knowledgeable in her field and follows through meticulously on ways to benefit her client. She is very thoughtful, a pleasure to talk to and looks out for her clients. Suzanne reached out to me many months later making sure I had completed all the necessary forms for my business. I highly recommend her.
Suzanne was excellent at handling my tax issue. She helped come to a favorable outcome with the IRS and all fines were waived. She was diligent and continued to follow up with me and the IRS until a resolution was made. Thank you!
I spoke with Suzanne and she was incredibly helpful. I had an Independent Contractor issue and she was incredibly knowledgable in how to handle the issue. I am NOT an expert at tax law... so when you need help with tax law, you REALLY want to make sure you speak with someone who is an expert- and Suzanne is just that. Not only was she incredibly well informed, but she was very soothing and wonderful. If you need ANY tax law help- this is the best place for it. Hopefully, I won't need anymore help, but if I
Excellent service! I called Disparte law office and spoke with Quinn Disparte over the phone. He was able to easily assess my situation and give the correct information for me to come to a resolution. He did not charge me for the consultation and I did not feel pressured in anyway, I believe him to be an honest lawyer, and recommend him for any tax related legal services. If you have a tax issue give him a call first! Thank you Quinn!
Disparte Tax Law helped me with a recent transaction. They are smart, friendly and took loads of time to talk things over with me. They still check up on me to make sure everything is progressing well. Kind lawyers! Can't beat that! Thanks guys!
Quinn is generous with his time and very very helpful. Super knowledgeable. Its tough to find honest help but I did with him.
Disparte attorney answered my questions, made suggestions and was knowledgeable and helpful. Did not charge for the call.
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.