*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.*
300 E Esplanade Dr floor 900
Oxnard, California 93036
I have been utilizing DZ Accounting Inc for the past three years. I have multiple properties and investments, and Daniel of DZ accounting is able to file my taxes in a thorough and ethical manner. As a veteran, I'm glad to support this veteran owned business and I highly recommend to anyone seeking tax preparation or any other financial services.
I used to file my own income tax through Turbo Tax and last year I was surprised by a discrepancy in my entry. I asked a close friend if he can refer me to a trustworthy and honest Tax person and the he passed me Danny?s information. Once I had my consultation, I knew that god had his hand on this and Danny has been very thorough and upfront. He has provided comfort and transparency even if my filing hasn't worked to my advantage. Amazing person and awesome customer service
DZ Accounting has been an essential part of Agape Tech, Inc financial side. Dan provides great advice, always on time and has helped me a ton. He is very knowledgeable and has good understanding of taxes. Huge help to our business. Highly recommended and thank you.
A couple years back I was in financial trouble and IRS was after me for back taxes. I reached out to DZ accounting and that was the best thing I could've ever done. DZ accounting Has helped me file all my back taxes helped me with my child's taxes and has always been very helpful very polite very informative and I was never left wondering and all my questions were replied to very promptly. Most importantly I trust them! They went above and beyond for me and my family and I am forever grateful to this comp
Although I have not started my small business(Jazmin?s Art & Craft Designs), Daniel was very kind to give me information and advice I will need to start my small business. He does an amazing work in keeping in contact with you to see how things are going. He has great customer service. I highly recommend him he's an amazing person.
I'm very happy with DZ Accounting! This is the second year Daniel has done our taxes and I am very pleased. He's very kind, straight up and knows what he's doing. I love that he is transparent and goes over and beyond for us. I highly recommend DZ Accounting.
AWESOME AWESOME AWESOME THEY HELPED ME WITH MY PREVIOUS YEAR TAXES DATING BACK AS FAR AS 2016. The best part is 1. I was able to save a few bucks on Penalty fees. 2. Got me on A reasonable payment plan with the IRS. 3. They're very professionals and courteous and caring to your situation and willing to take an extra step to make sure all avenues are checked. a I HIGHLY RECOMMEND
Daniel Zaldana at DZ Accounting Inc. is a great communicator, thorough, and easy to work with. Highly recommended!
I've had daniel do my taxes twice and each of my encounters with him were nothing short of pleasant and helpful, he's earned a returning client
Daniel is very knowledgeable and he helped me out with my very confusing situation with my taxes and I'm using him again this year!
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.