*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.*
556 Friendly Ct
El Cajon, California 92021
I have been using Eric to do my taxes as well as for all of my financial needs for 4 years now. He is very attentive and professional. He exceeds my expectations and is so easy to work with. He always goes ABOVE and BEYOND the scope of his responsibilities (within regulatory requirements) to ensure that you receive your expected outcome in regards to your finances. There are several words that I could use to describe Eric? he is HONEST, TRUSTWORTHY, PERSONABLE, PROFESSIONAL, and extremely KNOWLEDGEABLE! I
Recently, I benefited from Eric's financial and tax advice. He is very knowledgeable on tax practices and was clear in his explanation. He is an invaluable resource, and I would highly recommend ENK financial services should you need tax planning or financial advice.
I have been using ENK services for about 4 years now and never had any issues. Customer service is on point and demonstrated deep knowledge of financial matters and able to convey it to a non technical customer. I also like the fact that the communication can be done in multiple languages to satisfy the needs of those who have english as a second language.
Best tax adviser ever. Friendly experience. He made corrections on my previously filed tax and I received unexpected huge funds that the IRS could had gotten away with, but that I deserved. Since then I became a regular customer. Keep up the good work!
ENK Financial has been my go-to accounting advisors since inception of my startup. Thanks to Eric?s guidance, we?ve been able to secure our 1st angel investment and are now ready to scale our brand internationally. Highly recommend!
Taxes can be so stressful, but it's NEVER stressful working with Eric. His communication style never leaves me hanging. He makes filing taxes as pleasant as it can possibly be. I look forward to working with him again.
What a friendly person to work with!! Eric has been able to answer all my taxes concerns as well as providing other financing advice. I highly recommend his services!
Brilliant service, Eric is really attentive and friendly, I strongly advise you to contact him you will not regret it.??????
Very knowledgeable and helpful ..they help set up my nonprofit organization. Thank you ! I highly recommended.
Very professional and fast. I truly recommend his service!!
Great experience as a client. I highly recommend ENK Financial.
Best financial adviser . He helped me overcome my financial hardship moments
He provides Excellent services
Great ?? service . I recommend ??
good service, friendly
Thank you for the professionalism
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.