*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.*
42544 10th St W # E
Lancaster, California 93534
I provided services for this company at one of their severely neglected properties and have yet to receive payment. Despite repeated attempts to contact them, they have continually ignored my calls, choosing to screen and ghost me rather than uphold their financial obligations. Their properties are riddled with mold and structural issues, reflecting a blatant disregard for basic living standards. It's clear their business model revolves around exploiting vulnerable tenants while avoiding accountability. If
Avoid these people at all costs. They're deeply entrenched in real estate, specifically flipping rundown, borderline uninhabitable properties. I worked several hours on one of these disaster-zone houses and was flat-out refused payment. Since then, I've been strung along with empty promises ? ?we'll call you back? ? but the calls never come. It's been nothing but lies and dodging. These people are dishonest, unethical, and operate like crooks. If you value your time, money, or peace of mind, keep them as fa
This company?s customer service is nothing short of atrocious. They are unresponsive, dismissive, and completely unwilling to address concerns in a professional manner. Repeated calls and messages are ignored, and when they do bother to respond, it's with a level of indifference that makes it clear they have no interest in resolving issues. Their disregard for tenants and clients alike is appalling, and their incompetence is matched only by their lack of accountability. Do yourself a favor and avoid dealing
Evans Family Consulting helped me understand my finances and what I needed for my family to feel safe and prepared. With the estate planning I was able to secure my child?s future and have peace of mind. It wasn't as hard as I thought it was going to be, the agent really knew how to address my concerns.
So professional and helpful. I'm a single mother of two boys and when my boys father passed away from a car accident I knew I needed to get life insurance not just for myself but for my kids. I was not only able to do that with Evans Family Consulting but also got college plans for my boy?s. They work within your budget and when covid hit and I lost my job I thought I would lose my insurance as well but nope they have many different ways of making sure you and your family always stays covered. Highly recomm
Love how friendly the staff is, I'm a single mother who only wants the best for my daughter and to know that she will be protected after I'm gone . Means more than the world to me and allows me to relax . I feel safe knowing she's protected and that she will be okay . I never want my baby trying to put together a cash wash for her mothers funeral during a time of grieve. Im glad I made this choice
Evans Family Consulting Stands By Its Name. The Service is Top Notch. You are Family and not just Business. Everyone is Professional and Patient. You dnt jus build business you Build relationship. I sleep well at night knowing My Needs are being serviced in Great Hands!!! Pastor D. Scott
I would highly recommend Evans Family Consulting, as all my needs were handled in a very timely manner. The staff are very polite, professional, and know how to get the job done! Thanks so much for providing such excellent service for my family?s needs!!
Outstanding customer service! Matt was able to help me built an amazing retirement portfolio. Thank you again!
Employees were very nice and helpful! I saved a lot of money working with them.
Great informative services that help many families in the community
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.