*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.*
4740 Green River Rd Suite# 302
Corona, California 92878
Magha Faldu and her team were professional, knowledgeable, organized, and responsive. Magha provided advice that helped maximize business profitability. She managed her business efficiently using secure technologies for meetings, chats, and document transfers, eliminating the need for travel. Her services are recommended for anyone starting a business to establish a solid foundation.
Megha and the team are awesome! They have made filing taxes for my personal and corporation a breeze. This has made taxes stress free!
Faldu CPA & Associates has consistently demonstrated exceptional professionalism and expertise in managing our tax affairs. Their team has transformed the typically stressful and complex tax season into a seamless and comprehensible experience. Their ability to simplify intricate processes and reduce stress is commendable. We are grateful for their dedication and highly recommend their services to anyone seeking reliable and efficient tax management.
Megha and her staff are top notch! I saved a ton on taxes by switching me and my company to Faldu CPA and Associates. Their software made the process really simple for me to upload my documents. She also took her time to explain everything and answer my questions patiently.
I highly recommend Faldu CPA for their exceptional accounting services. They demonstrated expertise in tax preparation and financial planning, and their communication skills made complex concepts easy to understand. Their professionalism and work ethic were impressive, and they helped me save money on my taxes. I appreciate their guidance and would definitely recommend them to others.
Megha was very thorough, amiable, professional, timely and thoughtful in processes and procedures with the best solution in mind for my businesses and self.
Wow! where do I start? From the very beginning Megha has treated us like family, as if we were her only client! She and her entire staff have not only met our high expectations, but blown them out of the water! We own two restaurants in Orange County and as such we have unique and specific accounting requirements. Megha has always been at the forefront of Knowledge regarding strategies, assistance programs, brakes and general strategy for navigating difficult and confusing tax laws. I cannot imagine Busines
I am a first time business owner and the accounting has been very intimating! My financials were a bit of a mess when I brought them to Megha. She went above and beyond any expectations I could have had for the process and was very patient and understanding of my situation. She took care of everything which was a huge weight lifted from my shoulders! She quickly addressed all of my concerns with a high level of expertise and professionalism. I am very pleased after working with Faldu CPA & Associates!
Faldu CPA is the best. Megha is my CPA and consultant since 10+ years. She is precise, strategic, and knowledgeable in accounting and tax planning. Whenever i have issue with IRS or FTB she is always responsive and handles the problem. I can't say enough about their services and expertise.
Faldu and Associates is the go to Accounting firm for any small business that needs help with all accounting needs! We as a small business had a huge mess on our hands with our books after covid. Luckily I found a Faldu to help with the mess. They assured me they could handle any inquires by the IRS and my accounting. Then they took me through a seamless process that made me question why I hadn't contacted them earlier! It was so easy to upload my files and have them deal with all the issues I had. I cannot
Megha was amazing!!! I had an increase in business this year and feared I was going to pay more in taxes but Megha gave me great advice and implemented tax saving strategies that I wasn?t taking advantage of and I paid so much less than last year! Amazing!!!
Faldu CPA & Associates are AMAZING to work with. I highly recommend them and have trusted them with all my intimate business decisions. It can be confusing and overwhelming, and Faldu CPA & Associates really take the time to explain out the details and work closely with you each step of the way.
Professionalism and understanding of tax and tax law are nothing short of amazing. They did an incredible job and delivered as promised 100%.
Amazing firm to work with, have my personal and business accounts with them, highly recommend everyone
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.