Express Capital Funding Inc

Express Capital Funding Inc

Reviews Summary

Express Capital Funding receives overwhelmingly positive reviews for its fast, efficient service and personalized loan solutions. Customers highlight quick approvals, often within 24 hours, and praise the team's professionalism, transparency, and responsiveness. Many appreciate the tailored approach to funding needs, with clear communication throughout the process. The company is consistently recommended for its reliability and exceptional customer service, though a minor note mentions early payment debiting as a slight drawback. Overall, clients value the supportive, knowledgeable staff and seamless experience.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

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First-Time Clients

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What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

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What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
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Know your deadlines for filing, payments, or compliance

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How to Get Started

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Other Helpful Info

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Fees may be flat-rate, hourly, or based on service complexity
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Contact Information

Address

160 N Riverview Dr #225

Anaheim, California 92808

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

I had an outstanding experience working with Dylan Mullaney to secure a business loan. From the very beginning, Dylan was attentive, professional, and genuinely invested in helping me achieve my financial goals. Despite taking a day off, he ensured everything was on track by coordinating with his manager, and I received the funds promptly. His dedication and commitment to excellent service were evident throughout the process. Dylan went above and beyond to make sure I was comfortable and informed every ste

Working with Express Capital Funding?and specifically with Anthony?was an incredibly positive experience. What truly stood out was their emphasis on building strong relationships. From the very first conversation, it was clear that this wasn't just about pushing a product or closing a deal. They took the time to understand not only our immediate needs but also the bigger picture?our vision, our limitations, and the strategic options available to help us grow sustainably. In an industry where quick transact

I worked with Matthew to secure funding for my business, and the experience was exceptional. He's not only a clear communicator but also a sharp strategist. When we hit a minor hiccup, Matthew stepped up, advocated directly with the lenders, and ultimately helped us get approved for an even better funding option. I'll definitely be working with them again?and I hope they recognize Matt?s value with a well-deserved promotion.

Jess was professional and courteous. He took great care of us and was very responsive. I will definitely be doing business with them again. If you are looking for business funding, definitely give them a call.

I had a great experience with Anthony. He was always on top of things and his turnaround time was quick. He was always happy to answer any questions I had. I would definitely recommend express capital funding to any small business.

I can't say enough good things about Jon Kulesza as my advisor. From start to finish, he was truly amazing?meticulous with every detail and incredibly knowledgeable. He made the loan process seamless, ensuring everything was handled with precision and care. His professionalism, dedication, and expertise gave me complete confidence every step of the way. If you're looking for someone who genuinely has your best interests at heart, I highly recommend Express Capital Funding and Jon as your advisor. He went ab

I was contacted by this company via mail. And I must say that my experience overall was 100% satisfactory. Anthony has helped people oh, so much along the way. I look forward to it.Our growing relationship

Recently we are having trouble with capital for our business and I had never applied for a loan for our business before and I decided to apply and I just want to thank Anthony for helping me in with all the details. Anthony did an incredible job explaining to me what was the best option for my business. Thank you again.

I had the pleasure of working Dan Morris. He was easy to communicate with, listened and helped me secure funds that I needed. He did a great job walking me through the process. Can't say enough that if you are looking for some help as a small business owner don't hesitate to reach out to Dan Morris.

We've worked with Express Capital Funding in the past, and they never disappoint. This time around we worked with Dylan Mullaney, he is fast, efficient, and overall has great service. Dylan really pushes for your approval, and works hard to get you approved for the amount you request. We started the loan process on 02/12/25, and by 02/14/25, we were funded. Thank you Express Capital Funding!

Thank you Isabella Del Carpio,for making this and helping with my financial needs. Thank you for all your support and patience! You made it a pleasure working with you! After the final step, I was happy to hear that I was getting to continue working with Isabella! I am looking forward to continuing more business with you! Thank you so much! And ?no worries?, right!

The service Mico has provide us has been very helpful these past few months. I would recommend him to anyone in need of financial help. Terry D. Wilson CEO - Gold Standard Construction Services, Inc.

Jess Garcia was an awesome account manager. He was very prompt and very detailed oriented with all the questions and concerns that I brought to him. He ultimately brought the best deal to the table and I will definitely be working with express capital in the future.

I was very well pleased with my experience at Express Capital Anthony Grill went out of his way to secure the capital my business needed. Thanks Anthony.

Roger Batres with Express Capital Funding was very knowledgeable and communicated well every step of the process. He even went above and beyond by following up after the holiday to ensure we did receive the funding. We highly recommend Roger & Express Capital to any small business in need of working capital.

Anthony Grill was very helpful and made sure that my business got the funding that it needed even when everyone else denied me! I look forward to the venture and relationship that we have started. Thanks again Anthony

Riley was amazing! Service was quick and seamless. It was so easy, no hassle and communication was timely and easy. Definitely will work with them again!

David Felton with Express Capital Funding Inc. has been a long-time resource for me for funding my seasonal business at times when needed. I have always admired David's willingness to help throughout the years and his diligence with following up with me quite often. Express Capital has an extremely dedicated and service minded representative with David. I highly recommend David and his organization for any financing needs!

Jon was a hard working funding agent, did everything possible to make certain we got the help we needed for the intended goal. I'm looking forward to building my business and utilizing this business relationship to do just that! JDR

Mico and his team were excellent, they clear about the entire process, and secured funding quickly. I would highly recommend Express Capital Funding!.

Seen the value in small business that saves lives Isabella outstanding thank you Joe Martin

I recently completed a working capital loan process with Express Capital, and it was an exceptional experience, thanks to Jon, our loan officer. Despite the challenges and stress that naturally come with such financial dealings, Jon's professionalism, expertise, and dedication turned what could have been a difficult process into a smooth and efficient one. Jon was consistently available, addressed every concern we had promptly, and ensured that the entire process was transparent and straightforward. His at

Anthony did a great job at Express Capitol! He worked hard for us was fast, kept in touch, and got it approved very quickly!

Riley Pellegrino made this a very quick, smooth, and easy process to obtain the needed capital to support the upscaling of my small business. Highly recommend Express Capital Funding to other small business owners who need capital fast.

I worked with David, and he did a great job! Very fast and easy process. Will definitely continue to work with them going forward.

I just want to say thank you to Matthew, he got me on a good deal to fund my business, i will recomend everyone to Express Capital Funding because of his nice job, once again Thank You Matthew!!!

Reached out to this company for a small loan to help me pay my taxes for last year and they did not disappoint at all. Worked with me on the loan, I sent all the information they needed and they had me some funding next morning. Couldn't be more happy with Matt and his work he did getting me approved and getting the payments where I needed them. Look forward to working with you in the future.

Dylan is absolutely exceptional at what he does! He goes to work real hard on finding the best accommodations for funding!

I have worked with Jon several times and each time I have had a great experience! He always takes his time to explain everything and to make sure we are doing what is best for our company. He makes sure to keep me informed throughout the whole process. I highly recommend Express Capital Funding they always go above and beyond for their customers.

Riley was knowledgeable and honest I appreciate how they tailored a deal specifically for where my business was at currently. I look Foward to growing my business with Express Capital.

Roger was super responsive, answered all our questions and was honest and transparent. honestly the best experience I've had with a transaction in a long time. Thank you Roger ! Looking forward to a continued relationship with express capital.

This company is bombarding my business email accounts with unsolicited spam messages. They have clearly purchased a spam email list. I do not need more email in my inbox.

Mico and Pablo did a great job. Michelle was also pleasant to work with.

I had the pleasure of working with Jess Garcia over the past couple of days. I usually don't do this whole review thing, but Jess went above and beyond to get my business loan funded quickly. He understood my situation and worked his end to make it all come together seamlessly. I will be doing business with Jess Garcia and Express Capital Funding exclusively, should the need arise again. I highly recommend them! Thanks again Jess!

Mico Steenhard called me one morning and worked his magic to help my business get approved for working capital within 24 hours. Every one made me feel safe in a net world full of scammers. I highly recommend this company and forever grateful for helping me keep going. Thank you.

I received mail correspondence inviting me to apply for a business loan. I called and spoke to Arthur, he allowed me to explain what I was looking for to help my business grow, he offered me some financial options and it was breeze from there. I provided him with all of the basic requirements and he got me approved within days. The day I signed was the same day the wire was initiated and the money was in my business account by the next day. I look forward to working with him soon!

Thank you the team and especially Jess Garcia who did an absolute amazing job to guide me throughout the whole process. He constantly update with information and give me ideas on what to expect. Jess Garcia helped me literally within 1 day to complete everything. If you are looking for a short 1-2 months term and no crazy interest I highly recommend this company. Even if you need longer terms, they will work with you. Thank you again Jess Garcia and his team for what you guys do to help small business grow.

They are reliable, honest and operate with excellence. Jess Garcia, always takes time to provide all options available. The quality and outstanding, exceeding our exceptions at all times. The professions and customer service with Jess Garcia and Sam Alizadeh very pleased with care and support. Thank You

This is my second time using Express Capital Funding. Chris is always understanding and thoughtful when we call, and need additional funding. The company is a great partner to small business, and is always their to "lend" a hand ;) Thank you GUYS!

We have worked with Jon from Express Capital Funding on several occasions and each time we have had a great experience. Jon is quick to get us the information we need to make decisions and super easy to work with. He always takes time to understand our needs so he can get us the deal that makes the most sense. I highly recommend Jon and Express Capital Funding.

Mico was the individual whom I worked with throughout the process. He kept to his commitment be it returning a phone call or answering a text, a major factor for me to move forward. The terms I had offered were manageable and I look forward to working with Mico as my business continues to grow. If you're in the market for capital for your business, Mico with express capital can provide you with several options.

I applied online to start building business credit. I received a call from Roger who was transparent about their program, allowing me to make a decision about the funds. He got my business approved within the same day providing everting he needed. and funded my business within 2 business days. I will definitely recommend Roger to my friends and family. Thanks Roger!!

We had an excellent experience with Gil. He was very patient & helpful with our questions, as well as timely & professional in his correspondence. The application process was short & straightforward. Funding was super fast! We are grateful & looking forward to approaching our continued growth with smoother cash flow. Thanks!

David Felton was able to explain the funding program in great detail which changed my skepticism into acceptance. I am excited to say that I received a great deal and the possibility of even better deals in the future!!

Express Capital has been great team to work with. We had the honor to work with Jon K. He led us down the right strategic path to get to where we need to be financially, and we look forward to couniting to work with him as we grow.

We worked with Jon at Express Capital. I built the relationship a year ago actually. One of our business has regular marketing needs and down-season payroll needs that we often use short term funding options for during the winter months. We just began our initial agreement with Express Capital with Jon and the process has been really smooth so far. What we really like about Express Capital is they operate like your old-school banker may have operated generations ago. They require a list of your objectives

It was a pleasure working with Roger at Express Capital! He was able to get me the working capital I needed to expand my business. He did most of the leg work for me and made the process fast and simple. I highly recommend Roger at Express Capital.

David Felton, was an outstanding person to work with. He made sure that I understood everything that he was going over. Keeped me informed throughout the process & checked up the following day to make sure all was good. Look forward to doing business again.

Gil T was incredible to work with. He was attentive, professional, and responsive. I highly recommend working with him and will refer as many people as possible.

STAY AWAY FROM THIS COMPANY. AGAIN STAY AWAY. I forwarded all my personal information to a service representative and he said that in one day he was going to let me know about my options for a loan. It has been weeks now I have been waiting for a answer on my loan and now I am calling them to find out what happened and they told me that if I didn't received answer is probably because I didn't get approve for a loan. Perfect but now they have my personal information and I am very disappointed and concerned a

My company has used Exspress Capital for many needs and have always had the best experience. Roger B. made everything go very smooth and explained every detail. They are highly recommended

Roger has been extremely helpful in our engagement! Thank you again for all of your help!

Express Capital delivered outstanding service, addressing our needs with remarkable speed and professionalism. Jess Garcia led their support as it was crucial to our growth. Thank you!

David did a fine job of explaining "everything" regarding the loan. He obviously is experienced. His follow-up was exceptional! No "hard sell". Nice to do business with. Mahalo, Dale

Very fast paced and got everything we needed in timely manner. Jesse was great to work with through the process and we would highly recommend if you need fast capital. My only complaint is the first payment was debited the same day the deposit was made. You would think that they could set the first payment up the week after.

Thank you David Felton for being an amazing person! Your dedication and genuine support to your client is incredible. The process was simple, and the funds delivered so quickly. Mostly notable was your concern and contribution to put a plan together not just for today but for tomorrow. Thank you Lisa Petrie

As a contractor, we sometimes find ourselves needing cash flow while waiting for payments from commercial projects. I happened to get an email from Express Capital, and thought it was spam like most are. However, I went and read their online reviews and did more research to find out that they were in fact an actual company. We needed some quick money due to a large payment we were waiting on. We applied online and within a few days we had the money we needed. David was wonderful to work with and made the pr

Excellent customer service. Jess Garcia has been an excellent example of what the standard should be for customer service. He and his finance team have been very good to us. He has always done whatever he can and then some. Very pleased. We will always reach out to Jess when we require funding.

"I couldn't be happier with my experience at Express Capital Lending! From the moment I got on the phone with Roger, I felt like a valued customer. Roger is incredibly knowledgeable and he helped me navigate the process with ease. I was approved quickly and the funds were available literally the next day. The entire process was smooth, efficient, and stress-free. I highly recommend Express Capital Lending to anyone. They truly go above and beyond to meet their customers' needs."

Great experience working with our lender, express capital, they made our first deal flow through smoothly and now we are onto the next properties. They have great loan programs and rates available for most states that we are interested in. They routinely put out nice online training programs that show they genuinely care about their borrower's success and I have found their terms to be more competitive than most, especially if you're the new person in town. If you're looking for your next property, I would

I haven't even used this company but they seem pretty legit. I saw a one star comment that referred to racism which was stupid and has nothing to do with not getting funded so I'm trying to offset the one star with a five. I know I'm not going to get funded because my company hasn't produced 90k+ in annual revenue so I'm not going to apply and I'm not offended by it. If this were a smaller company it really would've been impacted by that pointless review.

Amazing experience with Jesse Chavez Team, He has helped me immensely with my credit. He truly gives the whole package. I'm so amazed with the way they work. They feel like family that's how pleased I am with them.

Jess has been a wonderful contact and representative of Express Capital. He is very knowledgeable on how the funding process works and got my business funded in less than 48 hours! Everything about my experience has been A+ and I look forward to continually working together.

Chris was able to offer loan terms that no one else came close to. He responded in a timely manner to my emails and made sure that I understood everything. Great experience. Express Capital, and Chris in particular, would be, without question, my first stop for any future loan needs. You guys really stood out in what is usually a pretty shady industry.

I'm so happy I found Express Capital. I called them on Friday looking for working capital for my husbands construction company. I spoke to David and he was real knowledgeable about their programs along with Rob the credit officer. I was surprised to learn they could customize a loan program for me since we only needed the money for a few months. They approved us within about an hour and they emailed me the loan documents. Before the end of the day I received a call stating my loan had funded. I had us

Worked with this company for my second loan. First one was 75K and I paid it less than 2 months. Second one was 25K I have been paying every week like clockwork. I asked for an increase because I am 3 weeks ago from finishing it. DENIED.- No reason why no explanation- refusing to fund again. I would steer clear on this company if you are looking for a long term partner

I highly recommend connecting with Jon at Express Capital. He offered some short and long term capital solutions for our company and most importantly, he puts great emphasis on relationship building.

Express Capital Funding has been a great experience. Rob & his Staff has done what they said they are able to do.When I can to them in the beginning I was very hesitant because I never had done this type of loan before and Rob was very knowledgeable and made me at easy in doing the loan. Once everything was done the money was in my account with in 24 hours. Since then I have done a total of 5 loans with them in a year and half with and only gave them current bank statements and funded with in the 24 hour an

Thank you, Josh! You are the best. We talked about my funding in the morning and by the afternoon I had $40,000 in my account. Although this is the second time I've received funding from you, the first time was almost as quick. You were very helpful in providing the information needed to determine the best financing for my business. Having a funding source like Express Capital Funding is critical in helping to grow my business. I would be happy to refer you to any business that may question your servi

David and Express Capital have been wonderful. I have utilized them a few times over a couple of years and its super easy and lightning fast. David takes great care and reaches out often to see how things are going for our small business.

We worked with David Felton here. He was very professional and made sure that we had everything that we needed. The process was not a headache at all. They were also very fast with getting us what we needed. I will be using them time and time again!!

The customer service we have received is definitely 5 stars! This is the 2nd time we have worked with Gil he is great! The process is so painless and easy! I'm sure there will be a 3rd! He is very on top of things and responds to any questions we have very fast! Definitely would recommend him to friends and family!

We truly value Express Capital as an integral part of our daily operations as an electrical contracting company. Our traditional business banker did not want to play ball so we went in search for funding that would help us as we grew. Jess Garcia, our account manager with Express Capital, has been incredibly helpful, sympathetic and efficient. Anytime we have a question or concern, Jess is quick to respond and solve our problem. He has gone above and beyond with every request. I highly recommend Express Cap

Jon and the staff at Express Capital got my business the funding we needed. Without their understanding and advocacy for my company, we would not have gotten the funding. Thank you Jon and the staff at Express Capital, you all are doing great work and helping business owners that need the help.

I had an excellent experience with express capital funding. I was unsure at first if their program would fit my needs But after several conversations with Jess my account manager he worked through all my questions and concerns and address all of them. Looking forward to my continued relationship with this company.

Planning on adding some construction equipment this spring. Gil gave me a great short term option to purchase the equipment at terms I can accept in right now. He was easy to work with and handled any issues with paperwork very professionally. I would do business with Express again.

I have been using Express Capital Funding for over 6 months to help capitalize my business. I have been working with Jake who goes the extra mile to help maximize my funding options. Before I applied with Express Capital, I had talked with no less than 10 other business capital groups and by far they are the best. If you need capital for your business, Express Capital will make it easy to apply, offer your business manageable loans, and they care about your "pull-through" too.

My first experience with Express was for some operationaI funds to gap us over to our next project back in 2021. We tried others, and in my opionion Express Capital has been the best of the bunch that I have done this type of loan with. When I left Express Capital, I was basically lied to, over promised and under delivered by other companies. I got thru that, and then renewed with a Merchant Cash Advance, not a wise move on my part. Today, I am happy to say that having David Felton reached out and rec

Jess at Express Capital is absolutely best! He has helped us out of some tight spots. We are a small family owned business and when we are not getting paid for 60 days from an account we call Jess. We get funds within 24 hours. Amazing !!!!Thanks for keeping this business afloat!!

Jess and express capital is second to known. With the cost of materials and things on the increase they have been able to send me quick funds same day to stay a float. I absolutely recommend you reaching out to express capital and ask for Jess. He is awesome and you won't regret.

In a time of need square has always been my go-to it's the only business app I use nowadays. I need operating capital to keep my business running. I need operating capital and I need it now. Wish I had the annuity, Id call JG Wentworth. Lol but seriously I need enough operating capital to buy a used truck put gas in it and keep working.

Jon made it easy to work with them.He was exceptional in his follow ups and follow throughs. He has been consistent in his follow ups about and understanding my funding needs. Far from being transactional Jon strives to build a relationship Nicely done!

5 stars and then some! Having used other short term working capital lenders in the past, I am extremely pleased with my recent experience with Express Capital. The application process was simple, the terms are straight forward and affordable for our needs and funding was lightning fast. Moreover, what set our experience with Express Capital apart for us is that their staff is not only very responsive and personable, but they also took the time to understand our business needs beyond the paperwork... not so

Jon Kulesza always goes above and beyond when I work with him. Highly recommend for anyone looking to help build their business.

Jess Garcia with Express Capital Funding made it super easy for us to receive our loan. This company is easy to work with, quick to respond and get things rolling to expedite the release of funds, and was very good at communicating back with us. We have used their services twice now for business expansion and we will continue to use this company for future needs.

Thank You Jordan I appreciate the very professional yet personal touch that you add, to assist and successfully help your clients! You have the integrity that I look for when doing business with someone, especially when dealing with finance. I have and will recommend You and Your services to anyone who wants an absolute positive and rewarding experience, very effective in getting Your finances fast fast!

Jess Garcia is a Saint in my book. Anytime I had a question he was Johnny on the spot with getting back to me. So informative and understanding with me and computers. He explained everything I had to do and told me what I had to do. He was so professional. I really enjoyed talking with him on everything that I needed too. Give him a raise. Lol

I needed a asap loan money too buy equipment for the business...and Express Capital Funding came to the Rescue. Don't le the name Express fool you...when they mean Express they do mean it the process of the loan was very fast, quick and EXPRESS...thanks Jon for your help and if i need another loan i won't think twice to give you a Jon...thanks again. May God Bless Express Capital Funding Inc.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

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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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

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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.

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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.

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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.

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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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

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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.

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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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations