*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.*
42514 Albrae St
Fremont, California 94538
My anxiety during tax season is usually really high because my filing is complicated. Hajira was referred to me by a friend and I used her services for the first time last year. Not only was she knowledgeable and quick, she put all my worries to ease by answering all my questions with patience. I am super excited I found someone that I can trust. I can't wait to use her services again!
I was referred to Durrani CPA services by a close friend of mine after I told him about the dilemma I was in. I hadn't filed taxes for my business in a few years due to some personal issues I was having and wanted to resolve this before it got worse. After contacting Hajira and explaining my situation she assured me that she could straighten things out and prepare all the necessary paperwork. She was easy to talk to and was very empathetic. A few weeks later she called me and said she had completed my paper
I'm a full time student and I started my own business, part time as a beautician. I've always needed help with filing taxes, and wasn't sure what to do and how to do it. Hajira was nice enough to walk me through the process and even helped me understand all the deductions I could get as a self-employed individual before filing my tax return. She even helped me with getting a PPP loan for free, so I could get some extra money for having my own little start-up. Hajira was able to direct me to my safest, best
I had a unique situation with taxes and all the previous tax advisors and services were not able to help with that. Fortunately, I was able to get a hold of Hajira and use her services to do the tax filing. It was quick, organized, and she was able to solve the situation. Highly advise to use her tax services.
I've been blessed to have found such a professional CPA! She is very patient, and I had a great experience with her! Usually, tax season is a bit hectic for me, so it was great that I found Hajira. I look forward to working with her in the future. For reference, I have self-employment income as a 1099, rental properties, and work-related stocks (RSU and ESPP). I look for every deduction I can get (legally) and appreciate her for educating me on these.
I got my Taxes for 2020 done from her she is very professional in guiding how to save taxes. Just Amazing. Thanks
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.