*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.*
410 W Felicita Ave H
Escondido, California 92025
Amazing is an understatement for the service that these individuals provide. They are very professional, but also so welcoming and genuine human beings. They do what the DMV takes 10 weeks to do online, in thirty minutes. They'll try their best to help you with your needs even if the situation seems unfavorable. I highly recommend coming here before you go to the DMV. You'll have a pleasant experience, and it'll be significantly faster than what you'd experience at any DMV.
Great experience! Very affordable, professional staff and They got the job done for almost half the cost the I was quoted from all other places. I definitely recommend this place if you want the job done right. - thank you CharissaT
Always very professional and helpful in everything I need recommended 100%. ??
Thank you for helping me with my services, I recommend them. Professional and welcoming!
Highly recommend they are super friendly and helpful,. I been doing my registration and insurance services for many years,. Dulce and Adam have always help me with everything,...
We have been going to Dulces place for over 10 years and they're very respectful, reliable, responsible and very humble people. Great service
It's a nice place, they are so professionals and over all they are honest and thats what I appreciate more !!!!!
Go hwre for all my stuff frome taxes, insurance, and other services they offer and have always had a great experience
Great service and wonderful at what they do. I recommend
They always look forward to give you the best deal for your money.
The guy that helped my man and i out was very helpful and friendly
They're very kind and very professional
(Translated by Google) I give her 5 for being the best. She has always helped me a lot with my car plates and with the insurance. She is also very kind. I recommend her. (Original) Le doy 5 por ser la mejor siempre me a ayudado bastante con las placas demis carros i con la aseguransa tamvien es muy amable la recomiendo
(Translated by Google) My experience with the services of Dulce's Sevices has been very pleasant. I highly recommend them, they are very professional and the attention is excellent. (Original) Mi experiencia con los servicios de Dulce's Sevices ha sido muy placentera los recomiendo altamente son muy profesionales y la atenci?nes exelente.
(Translated by Google) Hello, good afternoon. Thank God for another day He gives us. I share my story that happened. Laberdad had no idea what it was like to do my taxes and the day I decided to do them I went to the wrong place. The man said to him that I would alludar, but it wasn't like that because the ISO. So I kept waiting, they sent me more strict letters about sending me a collection. Then I went again and did the same thing. that it was normal did not help me. How to pay then. I was already very w
(Translated by Google) I renewed my residence and they are super efficient, I renewed my I renewed my residence and it arrived in two weeks, and I am super happy. Thank you Sweet (Original) Renov? mi residencia y son s?per eficientes, renov? mi renov? mi residencia y me lleg? en dos semanas, y estoy s?per contento. Gracias Dulce
(Translated by Google) Very good service in both English and Spanish. Costs are reasonable, with friendly and professional service. (Original) Muy buen servicio tanto en ingl?s como en espa?ol. Los costos son razonables, con un servicio amable y profesional.
(Translated by Google) Excellent service, very friendly and the only place open until late. Thank you yuridia and sweet!!?? (Original) Excelente servicio, muy amables y ?nico lugar abierto hasta tarde. Gracias yuridia y dulce!!??
(Translated by Google) The best in Escondido, I have been with them for more than 14 years and their professionalism is indisputable!! (Original) Los mejores de Escondido, llevo m?s de 14 a?os con ellos y su profesionalismo es indiscutible!!
(Translated by Google) It is a place with good experience. And they give you good service?????????????? (Original) Es un lugar con buena experiencia. Y te dan un buen servicio??????????????
(Translated by Google) Thank you for helping me with my services, I recommend them. (Original) Gracias por ayudarme en mis servicios, se los recomiendo.
(Translated by Google) Very good (Original) Muy bien
(Translated by Google) Very friendly and professional service (Original) Servicio muy amable y profesional
(Translated by Google) Very friendly service (Original) Muy amigable el servicio
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.