*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.*
3025 Lemon Grove Ave
Lemon Grove, California 91945
I was with Farmers Insurance Agency (office in Lemon Grove) for over a decade. The only reason I had to change insurance agency was because I moved from California to Texas. James Adsit was always great at providing superb customer service and was always there to answer any insurance questions I had. Thank you, James!
I have been insured with Farmers Insurance for a about 20 plus years now. James Adsit has been my agent for all those years. I had him help with the setup of my insurance and when I moved to my condo. James treats me it's a great deal of respect, answers my questions , helps me through any claims I may have and all in a calm and assuring voice. His staff is efficient and knowledgeable also. I appreciate when James calls me every so often to review my policy to make sure I know exactly the insurance I
I would like to express my gratitude for the outstanding service provided by Mr. James Adsit and his entire staff. Everyone working at the office is incredibly knowledgeable and highly experienced. More than that, they deliver personalized support to my family and me, when we have needed their help. The one thing I can depend on is the ?cost savings? during the annual review of coverage. Jim will personally contact me to spend time going over my coverage needs and determining where I can save money, yet
The Adsit family has provided our family exemplary professional and personal service for over twenty years. They are always attentive and responsive as our family and insurance needs change. Farmers provides the insurance while James Adsit consistently guides us in our unique insurance needs and situations. I cannot say enough about the peace of mind we have received over the years. James and his family business was referred to us and we couldn't have made a better choice.
The Adsit Farmers Insurance agency has provided our family's insurance advice and products (Homeowners, Liability Umbrella, a 5th Wheel Travel Trailer and Five Auto policies) for 32 years. Over the past sixteen years owner James Adsit has worked closely with me on Homeowners and Auto Policy Upgrades, understanding Liability Coverage and also with an automobile claim that was completed with Excellent Service. Throughout this time as our Insurance Professional, James has impressed me with his industry knowl
Had a very positive experience recently with Jim. I had a flood over the weekend from my washer machine. I sent Jim a message by text and to my surprise he responded right away. Was not expecting that, especially on a Sunday. He was able to provide assistance to get my claim started and followed up with me Monday morning. Jim is a very nice guy and I feel he truly cares about his customers. I will never consider going any where else for my insurance.
I'm not always the easiest guy to get along with, nor have I been an exemplary driver, but James Adsit and his staff has been there to help me every time I needed them. Even when I don't think I need help, they are there finding ways to get great rates on the coverage I need. I always feel comfortable dealing with them. Top notch outfit, very much recommended.
It is always a good idea to deal directly with an insurance agent. With an agent you get a personal level of care that is tailored to your specific needs. A good agent will answer your questions and provide you with the proper coverage and make you aware of blind spots that can effect you and your family. If you deal directly with a company, they will sell you the policy that they think you need. Jim reviews your policy regularly in order to ensure that you have the proper coverage.
Professional. Efficient. Knowledgeable. Experienced. These qualities have fostered a long-standing relationship with James Adsit's Farmers Insurance. In this day of automated telephone systems, it is a relief to call & hear a human from the get-go. James is an advocate for the consumer & this can be quite the challenge for businesses these days. Joanne walked me through some muddy waters & was patient with me getting my questions answered. Highly recommend. Thank you so much Team Adsit!!
Jim has been our agent for many years. He has provided excellent personal service over the years for a growing changing family. He manages all our cars and our home and is always available to answer questions. Jim is reliable and has friendly and reliable staff!
I have been with Farmers for awhile and have found the present agent and staff to be extremely competent, helpful, and always ready to not only immediately take care of a need, but also very quick to follow up to determine how everything went. I can't imagine switching. You should be very proud of James Adsit and staff. Thanks for the opportunity to take this survey. I would certainly recommend this agent.
Mr. Adsit provides such excellent service. The epitome of customer service! I can rest assured and "sleep during the storm" knowing Jim has me covered! Wish all businesses could offer that! Highly recommend!!!!
Working with Jim has been a great experience for me. All of my questions are answered thoroughly, and all of the staff at the office are polite and attentive. I highly recommend if your are looking to change your insurance provider!
I've had my insurance with Jim Adsit for 20 years and love the extra customer service they provide. Any time I able to save even a couple dollars they call me to let me know and I appreciate that as I know most other insurance agents wouldn't do that.
Jim Adsit has been my Farmers agent for 20 plus years. I have auto, home and life with Farmers and have had the best service from Jim. I would highly recomend Jim and Farmers Insurance.
I received a great rate for my auto and renters insurance and my agent and staff are top notch professionals and very accommodating. I highly recommend James Adsit jR and Farmers? Insurance.
Farmers insurance has been my insurance company since I was 16 years old. Now I have a son that is 16 and we will be starting the process all over! I highly recommend Farmers Insurance!
my husband and i have Farmer's insurance for our house and cars. we are always treated with courtesy and they are knowlegible when answering any of our questions.
Our family has been with James and staff for many many years and they are always there when we need them! They go above and beyond costumer service at it's finest! Thank you all at the office ??
Excellent service, very professional, always available when you need them, have been with them for decades, can't imagine using anyone else for insurance.
Jim at Farmers insurance in Lemon Grove has always been so friendly to deal with ,been going there twenty years or more.
Great services and quick response. We were glad we chose James Adsit as our agent.
James is the best, his response is always fast &he gives me accurate info and he is very helpful agency and patience.
easy to deal with James, no hussle, not being pushed into other items to buy, great service
Good insurance outfit to deal with. Much better than The last one! I wasn't in Good Hands with them at all!
The best insurance service ever! Family-oriented and friendly! My only insurance agent for life!
Excellent service and fast response time. We highly recommend James!
The agents are very kind and professional. It's a pleasure to work with them.
Jim Adsit and his team are great to work with!!!
Very attentive agents.
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.