*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.*
518 S Brookhurst St Ste #4
Anaheim, California 92804
It has been a great partnership of sorts with Epay payroll. Stephanie makes sure that all my business payroll needs are sorted and handled meticulously. We have had their service for the past three years and quality of service has never been compromised. Every small business or expanding business who needs help with minute by minute payroll and related services should reach out to Epay payroll!
The Epay payroll guys are the very best payroll guys in Anaheim. I have had them handle my business payroll for a few years now and the results have been the same. Payments are always on time and well calculated. It?s a win-win relationship as staffs are motivated and the results show in my business.
The Epay team totally understands how to help a business. They assisted in my business transition from an unregistered brick & mortar store to an LLC. Surely they are professional, good listeners, meticulous and hard working. You would definitely enjoy the assistance. It's probably the best payroll firm in Anaheim.
It?s been a few years of working with Epay as my go-to payroll processing and tax filing firm. The service has been phenomenal with expert payroll service consultants like Mohammed making sure that everything is handled professionally and as expected. It?s been nothing short of an exceptional service experience. Highly recommended
Epay has a fine mix of accounting professionals and personal attorneys ready to assist. It?s the best all-in-one service you?d get. Sara handles my business payrolling and is proficient at it. I truly recommend them.They?re the best!
If you need a team that has professionals in many fields including certified accountants and attorneys, then Epay payroll is what you need. Asides having top class payroll specialists like Sadam who handles our business payroll, you also have access to some of the finest personal. I?d happily recommend their services.
Finally a bookkeeping firm that knows it's 2016. Not just bean counters, the folks at epay are experts in bookkeeping making the process efficient, simple, and hassle free. They incorporate technology, systems, and expertise to give me reliable results and information. I'm very happy with all the folks at epay payroll and recommend them highly
Epay handles our HR and payroll among other things, and it truly has been a great experience. They go beyond our expectations and this is why i am writing this review. If you are a business owner, just call them. They will save you so much stress. Thank you amazing team.
I am extremely happy with the service I've gotten from everyone at Epay! Everyone is responsive, professional, timely and very helpful! I'm so glad I signed up with this service - it's been a life-saver!
Mohuned is a very patient, thorough and systematic advisor. A consummate professional and a thorough gentleman! He has a tried and true process that he meticulously follows to provide accurate, honest and reliable tax advice. Thank you so much
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.