*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.*
2219 Main St Unit #446
Santa Monica, California 90405
Victoria is amazing to work with - knowledgeable, thoughtful, and really listens to what you need. I needed a slightly different approach than she usually takes and she couldn't have been more accommodating and helpful. Everyone going through any level of separation should work with Victoria and Divorce Analytics.
As a divorce lawyer, I'm fortunate to work with financial professionals like Victoria. Victoria is a CDFA and a fantastic financial resource for anyone going through divorce. She genuinely cares about her clients and makes complex financial issues easy to understand, helping you feel confident and prepared for what's next. If you need a knowledgeable guide in this process, use Victoria!
Victoria has a very special skillset where she tediously plots many financial data points and weaves them into a factual, compelling story told through detailed financial reports that streamline her clients' divorce process. She is able to do all this dorky number play while being personable and compassionate. Very rare indeed! I highly recommend and urge the engagement of Victoria to complete your divorce team!
I found her through Google and YouTube, and I must say she is truly amazing! She is exceptionally compassionate in her work and incredibly detail-oriented. Her responses are prompt and she goes above and beyond. Despite my last-minute request, she ensured I received the analysis report well before my court date. She patiently reviewed it with me, ensuring I understood every detail, providing valuable advice on things I should be mindful of , and addressing all my questions and concerns. She is one of the be
Victoria is a mastermind on finances and financial support. Although I did not use her services for divorce or separation from a partner- she has supported me through my financial worth and helping me grow my business. She has a strategic plan and advice that is like no other. She has chosen her career from a place to help others in a time in their life when things can be complicated and messy- she helps to clear the financial clutter- which can help clear the heart and mind. ??
I just LOVE Victoria! I am a Divorce Coach, and as such, I often find I need to send my clients to a CDFA. Once I spoke with Victoria about her background, I knew she was the GO-TO for all my clients! Victoria has been doing numbers her whole life and understands how to work with clients going through a financially difficult divorce because she, herself, had such a divorce. If you are looking for the best financial divorce advice and information Vitoria is IT!
honestly, ever since I met victoria I knew that it was going to be a positive experience. And boy was I right. I'm so happy I met her it makes me wanna cry. I only wish I'd found her earlier. Don't hesitate to use her services. The peace of mind that it brought to me knowing that someone could do the calculations for me and all I had to do was send my documents was worth every penny. I'm still in the middle of it all. I can't wait to report a fantastic outcome in my divorce. Thank you thank you thank you
Victoria has considerable financial expertise and that is abundantly clear after I met with her a few times. She also has strong interpersonal skills and high emotional intelligence and those are partly the reason she has had such great success when dealing with high conflict situations. She goes above and beyond to secure the best possible outcome for her clients. Anyone going through a divorce would benefit by working with her and will be thankful they utilized during what is often a very difficult and tr
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.