*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.*
19582 Canberra Ln
Huntington Beach, California 92646
I am incredibly pleased with the exceptional service provided by Enae and Esquire Accounting! From my first consultation, I was impressed by their professionalism and expertise. The team took the time to understand my financial situation, offering personalized solutions that truly made a difference, and I didn't feel judged. Her attention to detail and commitment to accuracy is unmatched. Communication was seamless, and she was always available to answer my questions promptly. Thanks to her guidance, I fee
Esquire Accounting is fantastic and Enae is brilliant, meticulous, and an absolute pleasure to work with. Esquire Accounting is an indispensable part of our law firm.
Having Esquire Accounting on our side was the best investment we ever made. The whole idea of a business plan is foreign and intimidating but she made everything so simple and comprehensive. And with the business plan she was able to help create a lean pitch and very detailed and straight to the point live plan. Our business is nothing without her services. She is truly a professional on every level thank you Esquire Accounting.
Esquire Accounting has been our main go to person for our firm when it comes to accounting of any kind. Enae is always very efficient and informative in everything she does. The Esquire Accounting staff is very responsive whenever we need assistance. We a will even get weekly reminders of things that we can do so that our firm's day to day operations flow smoothly. Enae not only keeps the firm finances in order by giving excellent tips and suggestions to using the funds more effectively. We are so grateful
Enae is very experienced in the area with high expertise. She always thinks ahead of what the business needs and provide brilliant insights and wonderful services. Her team members are also very responsible and reliable. Esquire Accounting - a must-have for your business growth.
Professional, reliable, brilliant accounting. I couldn't express enough how blessed my wife & I are to have Esquire Accounting for our business. There is so many great things we can say, and STILL that wouldn't be ENOUGH to describe how FABULOUS Enae is. We highly recommend ?? Esquire Accounting.
Esquire Accounting is the most efficient and personable accounting firm I have had the priviledge of working with. Enae Jackson- Atkins is very professional and knowledable. She is able to answer all questions and respond with total honesty.
My previous accountant for over 20 years had transitioned; therefore, leaving me without someone to prepare my taxes. Being the skeptic that I am, I was leery about finding someone new to take on task of tax preparation. During a conversation with a relative, I mentioned the dilemma I was in and she referred me to Ms. Enae of Esquire Accounting. Being that the world was on lock down due the pandemic with no vaccine in sight, and the tax filing deadline for nearing, I was wondering how I was going to meet
I've worked with Esquire Accounting for my tax prep and account reconciliation needs for several years now and I have nothing but fantastic things to say! It *almost* makes me look forward to tax season. If you have need of accounting services, definitely start here - you won't regret it!
Esquire Accounting has been the epitome of professionalism, dedication, customer service. Esquire Accounting is meticulous and detail oriented. Easy 5 stars!
Esquire accounting has held our hand and turned our dream hobby business into a real, full time business. Their leadership and guidance is unparalleled.
Awesome company...Awesome service! Enae is always available to answer questions or address your concerns! I support her business 100%! Thank you Esquire Accounting!
Very thoughtful, trustworthy, smart and technology l-oriented team! Enae is amazing.
Enae is tip top in my book. She keeps our books tip top.
Esquire Accounting delivers outstanding service! Their customer service is second to none?friendly, responsive, and always professional. I'm consistently impressed by their accuracy and thorough due diligence. They take the time to explain every detail and ensure everything is done right the first time. I highly recommend them to anyone looking for trustworthy, high-quality accounting support!
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.