*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.*
35344 CA-41 Ste A
Coarsegold, California 93614
Brian and his staff are always there for me. They are dedicated caring people who live in the community and work hard for their customers. Given all the issues with insurance I feel safe having them on my side. I'm on the CFP California Fair Plan - Fire policy - and was able to get a Home Hardening Discount that helped cover a heafty increase. Tough to do better these days. Thanks Brian ??
Gina Casebolt has been invaluable to me through the 10 years that I have been with this Farmers branch but never more so than when I was trying to navigate the CALIFORNIA FAIR PLAN. She worked tirelessly with me when American Modern dropped me then came back and offered me a plan that was a budget buster. I panicked and had to figure out what to do next. Gina calmly brought the temperature down and answered ALL my phone calls and emails, and I had a thousand questions, before and during the process. I never
I've been with Farmers for over 35 year's! At this particular office for 30! The service is great! Gina, Diane and the whole office is like family! They do a great job! Pricey but everywhere in California is due to the fires! Appreciate Brian Harper and the whole family!
Brian is more knowledgeable than anybody we've ever dealt with in the insurance business. We were blown away by the way he explained reconstruction coverage for our house, and we were always averse to purchasing life insurance because we've always felt the rep did more selling than explaining. Brian seemed like he couldn't care less whether we purchased policies or not?that his most important objective was educating us. Great experience.
Excellent service from Farmers in Oakhurst! I called them based on their online reviews and after being mistreated by my previous broker. So glad I did! They answered all my questions and helped me find the best homeowners insurance rate for my area. Shout out to Leia and Deniece who were so patient, knowledgeable, and kind! Thank you so much!!
Brian Harper at Farmers Insurance is very knowledgeable and friendly and offers really good service and insurance. The staff does their best to make you feel comfortable and happy with your insurance experience.
Read his article complaining about Insurance is the worst job in California...you just sound pathetic. Why would anyone want to do business with someone who hates their job so much?
This has been my place for insurance for years and it's great. They are very knowledgeable and always answer my questions. Really great service
Farmers provided me with excellent hello and honest advice and solved our families insurance needs. Thanks
Super thankful for Tisha, she is super friendly and always on top of it!
Service is prompt, friendly and professional. I have recommended farmers to many of my friends.
After calling for a quote the owner (himself) emailed me directly and gave me the information that I needed and was very gracious. Thank you!
Great office, good insurance. ??????????
Always kind, curtious, understanding and helpful.
Great staff and helpful.
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.