*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.*
18818 Teller Ave Suite 265
Irvine, California 92612
Derrick is knowledgeable, through and up to date on the everchanging landscape of tax laws, as well as Department of Real Estate requirements for reporting trust accounting, I could not run my business without him. I have been in business 43 years now and highly recommend Derrick.
The team at Duner and Foote offer big 5 class service with a personalized touch. They know their stuff, are great to work with, respond to emails and calls quickly, and are very reasonably priced for the quality of work you'll receive.
Duner and Foote is a highly knowledgeable and proficient team of accounting professionals. They have great communication, detail oriented to keep us well organized and our needs met. They are experts in our industries requirements for reporting to all agencies including BRE, IRS, FTB. I highly recommend using Duner and Foote. They give you direction and peace of mind.
I have been a client of Derrick Foote at Dunner and Foote for many years. He is very professional. He provides great service year-round and has a vast amount of tax knowledge.
I've had great experience with the firm the last several years that they have prepared 40+ corporate returns. The pricing is reasonable, and the deadlines have never been missed. Will continue the relationship!
Derrick and his team are a pleasure to work with. They approach their assurance work in a very organized and deliberate fashion.
Derrick Foote and the entire crew have always been the most professional and up to date on every aspect of all our accounting needs yesterday and for all our future including advice and financial needs,
Derrick and team were very efficient and completed our returns ahead of schedule, awesome!
Knowable and accurate accounting firm. Mr Foote cares about his clients and their business.
We have been very pleased with the service and attention to detail that the folks over at DUNER and FOOTE have provided over the years for our business.
Great honest people. Been their customer for over 15 years for my business and personal taxes. Highly recommend.
Providing service to Myself and for my business for many Years! 5 star rating and Recommended!
They have consistently taken good care of my accounting and filing needs.
Derrick is always available to answer questions in a very informative manner.
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.