*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.*
1879 Lundy Ave STE 229
San Jose, California 95131
I had an outstanding experience working with Alexis. She is incredibly knowledgeable, detail-oriented, and always takes the time to explain complex tax and accounting matters in a way that is easy to understand. Alexis goes above anx beyond to ensure everything is handled efficiently and accurately, giving me complete confidence in my financials. Her professionalism and responsiveness make working with her a seamless and stress-free experience. I highly recommend Alexis and Empyreal Accountancy LLP to anyon
It was a pleasure working with Ron Kim and Alexis. Smooth process and quick turnaround. Very Professional, very responsive, and very thorough. I highly recommend them! I am so glad i finally ended my long term relationship with my old tax preparer. ;-)
Jason and team were fantastic. They worked under last minute pressures from myself and had excellent communication throughout the tax preparation and filing. Very reasonably priced as well. Highly recommend!
Alexis and her team have been incredibly thorough and supportive in helping me navigate the complexities of setting up my corporation for success. She provides clear, insightful guidance and has shown remarkable patience in answering my many questions across various areas. Thanks to her expertise, I now feel equipped with the knowledge and tools to strengthen my financial strategies. I truly appreciate her professionalism and have great respect for her expertise
I?ve been working with Alexis and Jason at Empyreal Accountancy for the past three years for my personal tax filings, and I couldn?t be more satisfied with their service. They?re not only highly knowledgeable, especially when it comes to cryptocurrency taxation, but also incredibly thorough in their tax planning approach. They?ve helped me navigate complex crypto transactions with clarity and confidence, and their proactive strategies have consistently positioned me for long-term financial benefits. I trus
I had the pleasure of working with Empyreal Accountancy for my taxes this year and last, and I couldn?t be more impressed with their service. From the very beginning, their team was not only professional but also incredibly thorough, ensuring that I fully understood every detail of my tax situation. They took the time to carefully explain all aspects of my taxes, which made the entire process feel much less daunting. As a homeowner and someone who commutes long distances for work, there were many tax consid
Jason always does an excellent job doing our taxes. He's very thorough and gives helpful advice. Empyreal will continue to be our choice for tax season!
Jason is amazing! He saved us so much time and his rates are very fair! Amazing person to do business with. I will be using him for all of my personal and business needs
This is the best place to file your tax. Their knowledge and customer service are the best which you cant find anywhere else. I love all the employees there.
?????????? Outstanding CPA - Alexis Exceeds Expectations! I have had the pleasure of working with Alexis for my accounting needs in my small business!!! I couldn?t be more impressed with the level of service and expertise provided. What sets Alexis apart is the personalized attention and care given to each client. Alexis took the time to thoroughly explain every detail. The responsiveness and professionalism were top-notch, making the experience stress-free and efficient!!! STRESSS-FREE ! Alexis?s knowle
Great service, especially with Jason. Always returned emails quickly. Very economic. Very good experience & will use them next year. Daniel
Quick and easy process. My tax is completed in only 20 minutes. I love Alexis
One of my customers referred me here to do my business tax. They?re very professional, thorough, and knowledgeable. I got a lot more refunds back than my previous years at my old tax place. Took two weeks longer this year to get my refunds , but Alexis were very responsive to my concerns and kept me updated. Definitely recommend!
A highly skilled professionals with deep understanding of Tax laws and financial systems for both US and Canada.
Very professional and organized. Came to get my taxes done and went extremely fast. The wait lobby was very tidy and has tv and games as you wait. I definitely would recommend this place to get your taxes done.
I was so done with my previous tax preparer and decided to try somewhere new. I'm glad I did. They're so quick to respond my questions and got the job done swiftly. Definitely give them a try!
Great Service! able to complete my tax and got my refund in a short amount of time.
Amazing place to do your taxes at! Very helpful, and they are very professional!
ABLE TO MY REFUND QUICK AND EASY! I was able to also get my stimulus checks which were delayed till now!
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.