*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.*
44726 18th St W
Lancaster, California 93534
I've been coming here for tax preparation, since the 1990's. It's always a great experience..(the tax service, not the criminal IRS part). I always feel welcome and appreciated. Thank you Kathy, for starting this service and caring so much about your clients, that you've hired such wonderful people to work for you.
I'd been filing my taxes & my kids for about 10 years, maybe more. Didn't have a problem with Kathy at first... not until she started thinking about retiring. I noticed her patience was shorter, couldn't inquire about anything bcuz she would get upset & wouldn't return calls. Then her daughter-in-law Marcie started working as the receptionist and had a very condescending & patronizing manner about her. I played nice with her as long as I got my filing done correctly. The passive aggressiveness continued for
The best place to do your taxes. I have been going to get my taxes done at Doud Financial for like 20 years. Very friendly and professional. Kathy is amazing she really takes care of her clients. The IRS sends you a letter. Kathy will be there to support you. So if you are looking for somewhere to get your taxes done or just don't think the person you are seeing is not up to your standards. Call Kathy I'm sure she can help you.
Doud Financial Services are the best in Antelope Valley. They are our tax people and just great to work with every tax season. Katherine, Andrew and Marcy are the team and they are just wonderful people. They know their business!
My husband and I had been going to this place for quite some time. We always paid our Bill, brought all necessary paperwork, always on time for our appointments. We never had any issues until last year. We were moving to another state and I had some questions for Kathy. I called and left several messages with her daughter in law, Marcie. I never got a call back over a two week period. I was told that Kathy only returns calls on certain days. Well it had been a few weeks so we decided to go to her house ( wh
They do a fantastic job for your taxes, I have been very pleased with them.
30 years strong. Love Kathy Doud
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.