*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.*
4350 Executive Dr UNIT 260
San Diego, California 92121
Encore Partners is truly an exceptional firm. I like having Encore as my tax service. I'm thankful to Betty and her staff/team. They executed my tax readily every year. Their professionalism is top notch. Always responsive and prompt on any questions I have. They get my taxes done on time every years since 2018. For sure, I know they work very hard. They even reply my emails at midnight. I highly recommend Encore Partners to anyone who needs professional, personal, business, wealth management tax services.
I have been a very satisfied client and huge fan of Encore Partners since 2020. Betty Kim and her team are excellent financial professionals and have made a significant impact on Business & personal Taxes. I would recommend them to anyone who is serious about getting the best advice and service.
Encore Partners has helped our small business in so many ways! They have opened our eyes to new ways of saving money on taxes and to better manage our finances. Everyone there is attentive and willing to answer our many questions. I just wish we had found them years ago!
Betty and her team are exceptional. They are very diligent, knowledgable, respond quickly, and are always looking out for the client's best interest. Changing to them has alleviated a huge amount of stress -- it is well worth the cost of their services to have peace of mind that I have a dedicated and diligent team working on my taxes.
We worked with Encore Partners LLP for the past year and they are the best most trusted tax advisors we have ever worked with. Their knowledge and professionalism stand out, but what is even more remarkable is their speed of response. Every single one of our emails would get answered within minutes, often times during the weekends and late at night. They are hardworking and they do make sure to explain everything in detail and to communicate clearly so there are no surprises. We had the best experience work
Mike and Susan have been wonderful. I have been in business since 2010 and have had a number of accounting firms since then. Encore Partners LLP is the best of them all. They have saved me thousands of dollars on my taxes legally and have corrected a lot of the errors from my previous accountant firm. My previous firm was much more expensive, while less responsive or available. I would recommend Encore Partners LLP without reservation.
Encore Partners is an excellent CPA firm! They have an incredible culture and do the right thing for their clients. They specialize in working with business owners and doing both their business and personal tax returns. They often work with wealthy real estate families and REITs with complex cost segregation strategies to save money on tax payments.
Betty Kim and her team of CPAs at Encore Partners LLP provide excellent service and real estate tax advice to high-net-worth clients. They offer "big CPA firm capabilities with a small firm 'high-touch' personality".
Encore Partners, LLP has exemplified professionalism in understanding and explaining the current tax codes in addition to offering up to date information on how the new laws will affect you and your business. They have a wonderful team who guide their clients through the delicate intricacies of the complex tax world.
My husband and I feel very fortunate to have found this accounting company. Betty Kim has done our taxes for 5 years. Her professionalism is OUTSTANDING!! Everybody in the company is professional, warm and helpful. You feel like you are the most important client they have and we know we are not. An excellent accounting company!!! We recommend it highly. Blanca and Louis
I changed to Encore Partners LLP after moving to SD two years ago. I had been with another CPA for almost thirty years, and liked them, but wanted a second opinion on the tax consequences of selling my property. My old CPA had indicated that I might owe quite a large capital gains due to depreciation, and I wanted someone new to take a look at my books and records (which I am very meticulous about.). Michael Hartnett of Encore Partners was amazing. Not only was he knowledgeable and professional, he went t
Encore Partners, LLP is by far one of the best at what they do. Their professionalism and knowledge speaks loudly. It's one of life's greatest pleasures to encounter a business that is dedicated to giving you the best of their services.
Partners are trustworthy and hard working people. I have known this company since the start, and I believe that this is the right place for your tax. From my experience filing tax with other firms, this is in my top 3.
Encore has been helping my company with tax planning and preparation for the past 3 years and their team is fantastic! Highly recommended for anyone looking for expert tax advice.
Michael and his team are wonderful to work with. They took great care of our corporate taxes and our personal taxes quickly and efficiently. A delight to work with...
The team at Encore Partners does great work and has helped several of our mutual clients with tax planning.
I work with Betty and her team regularly and they are both client centered and very knowledgeable. I am hugely impressed by the firm.
Michael, Betty and their team have been wonderful to work with and always answer my questions thoroughly and in a timely manner. I would recommend their services to anyone.
The Encore team are exceptional at what they do. I highly recommend with 100% confidence!
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.