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23679 Calabasas Rd Suite 1051
Calabasas, California 91302
Fazel has been an outstanding advisor and mentor throughout the practice acquisition process and beyond. His extensive knowledge and consistent availability to answer any questions have been invaluable. I?m truly grateful to him and his team for their unwavering support
Great service provided by this team. I am so happy. Fazel took time to explain the tedious and complex process of practice acquisition. He guided me throughout the process. He was always quick to respond and easy to connect. If you are looking for a friend who is professional and knows everything and has done it all, Fazel is your man to talk to. I highly recommend his services and I am going to continue using his CPA services for my practice.
I first met Fazel at the LA Dental Symposium, a dental conference where he was a panelist speaking about practice acquisition. As a dental specialist with a long-held dream of owning a practice, I was immediately impressed by his depth of knowledge and approachable demeanor. That initial encounter left a strong impression, and his insights stayed with me as I continued my training. A couple of years later, I reached out to Fazel for advice. He remembered me and expressed his willingness to help. We conduct
Fazel is an expert in all aspects dental business, he can guide to to find a great practice and and help you establish your office, he provides you with wealth of knowledge about finance, business management and administration, marketing , accounting and practice management. I could not have been a practice owner without his assistance, I recommend him to all my dentist friends.
We used Fazel and his team for analysis of a dental practice we were buying. I must say his breadth of knowledge is exceptional and he guides you through the entire process. Highly recommend to anyone transitioning to practice ownership.
I have full trust in Dr. Fazel Mostashari with the most pleasant experience of having worked together over the years. He is very intelligent and knowledgeable with outstanding long term experience in the field but what sets him apart is his prompt and efficient problem solving responses at all times despite his busy schedule and his genuine care to acquire and grow your business with his wise guidance. I highly recommend him with full confidence with much appreciation for all his well needed help.
Fazel is great! He is very knowledgeable about the dental history and always willing to help. Highly recommend him for any accounting or practice purchase needs.
Mr. Mostashari is not only a highly professional, knowledgeable, and well-respected consultant in the field of dental practice consulting, but also a reliable and insightful resource with an exceptional background in finance. He is well connected within the industry and ensures that you are introduced to the right experts at every stage guaranteeing that the work is completed to the highest standard.
I had the pleasure of working with Fazel Mostashari during a significant transition period in our practice, and I couldn?t be more grateful for his support. Fazel demonstrated exceptional expertise and professionalism, guiding us through every challenge with ease and ensuring the process was as smooth as possible. His insights and hands-on assistance were invaluable to our office?s growth and success. If you?re a dentist looking for a reliable partner to help you navigate transitions or overcome obstacles
Fazel is very professional and has great personality! Makes the process going smoothly and answers all the questions quickly and to the point. Highly recommend!
I cannot recommend Fazel highly enough! He was an invaluable resource throughout the entire process of buying our dental office. From the very beginning, Fazel demonstrated exceptional knowledge, professionalism, and dedication. He guided us through every financial detail, offering expert advice and ensuring that all aspects were thoroughly addressed. His deep understanding of the complexities involved in business acquisitions was truly impressive. He was always available to answer our questions and went a
I could not imagine completing the purchase of my office without the help of Fazel. He is a true professional and guided me through every step of the process. He is very reliable and always quick to respond. He was instrumental in helping me purchase my dental practice, making a complex and challenging transaction seem effortless. His expertise, attention to detail, and responsiveness made the entire process smooth and stress-free. I feel very lucky to have found him as our CPA. A pleasure to work with and
I feel very lucky to have met Fazel at one of his LA's seminars where I learned so much about buying a dental practice. Little later when I found an office I was interested in I asked Fazel's advise and expertise. I am very grateful for his exceptional service throughout the entire process. Not only he is extremely professional, knowledgeable and always available but also goes above and beyond to help which makes him a one of a kind CPA. Not to mention he is a pleasure to work with. I highly recommend Fazel
Mr. Mostashari did valuation of my pediatric practice about one month ago. I needed that on an urgent situation and he jumped right on it and within 24 hours he had the full valuation done. I was amazed at the speed and accuracy of his performance. I highly recommend his firm for accounting needs and valuation needs.
Working with Fazel as my CPA during the partnership process for my dental office was great. Fazel was always available, replying to my emails super quickly, which made everything feel easy and stress-free. He really knew his stuff and went above and beyond to make sure everything ran smoothly. His dedication and friendly approach made a big difference. I'd totally recommend Fazel to anyone looking for a great CPA.
I have recently acquired a practice and had the opportunity to work with Fazel and team. He has been extremely professional and very organized. He is very well versed with practice acquisition and transition process. His calming personality and clear knowledge in the process instills confidence. He has a good network of professionals that he refers to and eventually play a crucial role in acquistion. Fazel conducts many dental related workshops pooling in other professionals (attorneys, lenders, etc) that e
I can't express enough how grateful I am for the exceptional service I received from Fazel and his team during my first dental office purchase. From start to finish, he made what could have been an overwhelming process incredibly smooth and manageable. Fazel demonstrated unparalleled expertise and a deep understanding of the dental industry. His guidance was invaluable in navigating the complexities of the purchase, and he provided insightful advice tailored specifically to my needs. What truly stood out w
Fazel is highly experienced and knowledgable professional in his area of expertise. Thank you for all your top notch help!!!
I am very glad I chose Fazel to help with my practice acquisition! He knows the industry inside and out. He has done many deals and knows all the right people to work with to help make the transition go as smoothly as possible. He always responds very quickly to any messages and works to fit you in his schedule if you need to meet with him. Super professional and highly recommended!
I had the pleasure of working with Fazel Mostashari as my CPA during the partnership process for my dental office, and I couldn't be more impressed with his service. Fazel was incredibly attentive and always responded to my emails within an hour, which made the whole process smooth and stress-free. He answered all my questions thoroughly and went above and beyond to ensure everything was handled efficiently. His dedication and excellent service truly set him apart. I highly recommend Fazel to anyone in need
Fazel is very knowledgeable, professional and helpful. His experience, expertise and delight guidance have helped me through the challenges of acquiring a practice. You are beyond appreciated Fazel. Thank you for your prompt response to my calls and emails even when you are on vacation. I look forward to more friendship and partnership.
I strongly recommend Fazel and his co-workers anyone who is interested in owning a Dental office. He is a great mentor, he will guide you during your acquisition, if he likes the practice by looking different aspects of the business, he will definitely let you know. He will make you more confident and explain you the process. We have been working together over 6 months, and I am so satisfied with his work. He will explain you the process without making you panic. He has knowledge about dental office work f
I recently had the opportunity to consult with Fazel, and was thoroughly impressed by his expertise and dedication. Fazel provided me with invaluable guidance, demonstrating a deep understanding of my financial situation and offering clear, actionable advice. His professionalism and genuine care for his clients' well-being were evident throughout our interactions, making complex issues seem manageable.
Great job and so thankful for Fazel's help with my purchase process. I highly recommend his services.
I have been working with Mr. Fazel and his staff over the past few years; and I highly recommend their services. I know Mr. Fazel through professional connnections; and he has been an excellent resource for me and other collegues who also have been working with him for many years. The fact that clients keep going back to him and his team tells us a testament of their work quality. Mr. Fazel's team are dedicated to clients' best interest and satisfaction. They are very approachable, you can reach out with yo
Fazel is a truly a professional CPA That looks out for you by giving you the best advice. I met Fazel years ago through a client that was working with him, he has been a huge asset, partner, friend and someone you need on your side to complete and guide you through the due diligence process. I highly recommend him as he?s your number one advocate to help you find your next practice. Thank you again and I appreciate your support. Ray
Excellent!!!! Fazel helped me so much when I was purchasing my first dental practice. He is very knowledgeable and resourceful. He helped me find my first dental practice and complete the due diligence process flawlessly. He also has a lot of connections in the dental field from dental attorneys to bankers. He is quick to response and will guide you to make the process as seamless as possible. I still continue to utilize his services.
Fazel was very responsive to any communications. He worked quickly and thoroughly and answered any and all questions along the way. I recommend working with him if you need practice valuation help.
I am so glad I met Fazel. He is very kind, honest and knowledgeable. He guides me through each step of practice transition and without him, I would never have perfect practice acquisition. Thank you and appreciate your help.
Fazel is a very experienced and friendly resource for any of your accounting and financing needs. He provides thorough insight and sound advice to help you make informed decisions. He is a huge advocate for dentists and medical professionals and will provide outstanding service that will go above and beyond your expectations. Do not hesitate to contact Fazel as he will prioritize your needs above all else.
I have been working with Fazel over 4 years now and I'm delighted with his services. If you're looking for a CPA accountant who goes above and beyond to provide top-notch service, I strongly recommend Fazel Mostashari. Fazel is incredibly knowledgeable and experienced. He's always available and takes the time to explain all my questions. I highly recommend him to any business owner, especially dentists and dental business owners. He is the best.
Fazel and his team have been helping me with both accounting services and practice consulting for the past couple of years. Fazel is extremely knowledgeable and very professional. He is always so responsive and is there to guide you whenever you need help. I?m so thankful for all his help and highly recommend him and his team.
We met Fazel at a transition event for sellers. He helped us understand the process, helped us with the valuation report and also assisted us during each step of the sales transaction. It was great to have a knowledgeable person as a consultant providing support and advice during that time. He was responsive and professional throughout the entire process. He is not only a knowledgeable CPA but an honest consultant that helped us to have a smooth and profitable practice transition
Fazel Mostashari is very knowledgeable, competent, and conscientious and renders his professional services with the utmost expertise. He makes himself very available to his clients and always acts with loyalty and dedication. I have been practicing medicine and dentistry for over 40 years and in all these years I have found that he is the best, most competent, ethical, and professional CPA with whom I have ever worked. I believe that once you work with him and experience his professionalism, you will neve
Fazel Montashari came as a guardian angel in my trial case.I was doing a search on Google and happened to find him by shear luck. He is extraordinary, outstanding and extremely knowledgeable in his field.Unlike a lot of other forensic accountants that I came across during my never ending divorce trial Fazel stood beside me through everything.He was always available,responsive and shared his experience with compassion and concerns about whatever I was going through. He has a lot of patience, persistence and
I had an excellent consultation today with Fazel. He is very knowledgable and thorough, not only from an accounting perspective, but all aspects of a dental business. Looking forward working with him and his team.
I started working with Fazel several years ago during my search for a dental practice. He kept me away from a few less than stellar options and helped me navigate my eventual practice purchase. He is and has always been attentive, readily available, and such a great resource of information. His help was immeasurable in navigating the unknown.
I had the opportunity to consult with Fazel and was impressed by his expertise and sincere care for his client?s well-being. Fazel gave me invaluable guidance, making complex issues seem manageable by offering simple, actionable advice.
I asked Fazel if he could assist with reducing tax liabilities for the sale of my practice. He gave me great advice and told me exactly what I need to do. He is very kind, generous and knowledgeable. 5 stars doesn't quite make justice. I would give 10/5 SC DDS
Fazel has been invaluable to me. His experience, expertise and diligent guidance have helped me through the challenges of acquiring a practice. He knows the business of dentistry and is generous with his knowledge. Thank you Fazel!
Fazel is very knowledgeable, flexible, resourceful and accommodating with the time availability. Fazel has made himself available after hours when needed for zoom meetings. He helped me with acquisition and due diligence and guided and advised at every single step. I would recommend Fazel and his team to anyone looking to buy or start up a dental office.
I can not speak highly enough for Fazel and his team! He is knowledgeable and incredibly flexible and accommodating . Due to my busy schedule, Fazel has made himself available when needed even at 6am or 9pm for phone calls and zoom meetings. My taxes are organized, and Fazel has spent a significant amount of time with me to strategically plan what we need for the years to come. I could not be happier with the service and I highly recommend him to everyone!
Fazel has been super helpful during my first dental practice purchase. I had him do my business entity and financial due diligence. He is always available via call or e-mail and was a great resource throughout the entire experience. He is extremely knowledgeable and reliable. He offered comprehensive insight into the practice purchase and helped me feel at ease that I am purchasing the right practice. I highly recommend Fazel to anyone and will definitely be referring my colleagues to him. Thank you Fazel!
Fazel Mostashari's services are like having a dedicated financial mentor focused solely on your success. He crafts personalized solutions, going beyond numbers to understand your goals and challenges intimately. With Fazel, it's a trusted partnership prioritizing your financial well-being, whether navigating taxes or building long-term wealth.
Fazel has been helping me look for offices and has been advising me on financials to get ready for opening an office. He is also very connected in the dental field and referred me to the right people every time I was ready to move to the next steps. Highly recommend any dentist that has any questions about their situation and what to do for their future.
I got introduced to Fazel when I was looking to buy a Dental Practice. We evaluated so many practices together and he was extremely patient with all the questions I had. He guided me every step of the way, gave valuable insights and recommendations that helped me navigate this whole transition with ease. He and his team are extremely knowledgable and thorough. Even today I reach out to him for questions about the business and not only does he respond immediately, he will be sure to follow up and guide you w
Incredibly glad I found Fazel to help me through with my dental practice acquisition. His guidance, knowledge and honesty made the process more manageable. He has always been very accessible whenever I wanted to have meetings and very quick with his emails. I would highly recommend Fazel!
Fazel is reliable , professional and a true advisor that looks out for you - he helped me from establishing a startup practice to growing it to an amazing business with collections in excess of 1000000 - providing me proper advise and resources at each stage of the process. You and your team are sooo appreciated
Fazel and his team are absolutely amazing to work with. The level of detail and expertise he has is very impressive. Fazel is very experienced in the dental CPA field and really helped me navigate a successful purchase of my dental office. He is always available, communication is excellent. Highly recommend!
I met Fazel in 2019, I?m beyond thankful I met him when I did. During the chaos of Covid, he made sure me as well as I?m sure his other clients were protected and informed. In my practice my patients know I am very hands on with my patients and that?s why I chose Fazel and zahra because they are just as hands on. He also helped consult for a second practice I purchased last year. I can?t say how happy I am with Fazel and his team.
Fazel is the best accountant I?ve ever worked with, you?ll get to know yourself the minute you start working with him. He?s very knowledgeable and punctual. Whenever I need something or have a question he?s always there for me.
Fazel has done a tremendous job for so many of my clients and I, and continues to be a leader in the dental industry. Simply put, if you are a dentist, you should connect with him. Highly recommend!
We?ve worked with Fazel and his team for the past 6 years. Over the years he has helped us in so many occasions and we are so happy with his services. He is very knowledgeable and very easy to talk to and work with.
Fazel has been an incredible resource throughout my entire acquisition, and transition this past year. Initially I felt overwhelmed and unsure of what needed to be done at every step of the acquisition process. He made sure to clarify/simplify each step and offer practical solid advice. It was the prospective I lacked (since I had never bought a dental practice before). He helped me see that what I thought was a good opportunity, truly was, and broke down the numbers to support it. He is the most responsiv
The most professional, ethical, thorough accountant you can find in So Cal. Fazel was knowledgeable and patient throughout the process my practice purchase acquisition. Grateful for him. I highly recommend his firm and services. A++
Fazel and his team are amazing at what they do. We couldn?t have been happier with the relationship we?ve cultivated and the consistent benefits we?ve enjoyed since we?ve hired them for our finances. They are extremely timely in their correspondence and deliver results! Fazel has a wide range of professionals he refers us to based on the specific situation and his colleague Zahra is fantastic. Thank you all for the professionalism, knowledge and expertise in this crucial field for professionals and business
Fazel and his staff have been a blessing in my professional life. he is not only the most knowledgeable and competent CPA and financial advisor but also a kind caring human being. I feel very lucky to have him as my advisor
Fazel was my CPA and advisor during my dental practice purchase and is now my business CPA as well. He was always reachable and responded immediately to any question I had during the (sometimes very stressful) process. He calmed me down when I was overwhelmed and helped me weed out practices that were not worth pursuing. He was such a help during the practice transition that I knew I had to keep him as my CPA for the practice long term. And what a valuable asset he has been! He's more than just a CPA - he's
I was introduced to Fazel by a colleague to help with a transition to practice partnership. He incredible to say the least. He answered questions in a timely fashion, helped with acquiring the proper attorneys, and his team helped with making the proper financial decisions. I have and continue to recommend Fazel to anyone who is going through a practice acquisition or just needs a dental CPA. Thank you for all you have done.
Fazel is extremely efficient and highly knowledgeable. He is incredibly kind, detailed, experienced and compassionate. I consult him for my orthodontic practice financial plans and he has never let me down. He also educates dentists and medical professionals through webinars and educational videos. He always looks out for your best interest and he is there to help you succeed. I would highly recommend him to anyone looking for a new CPA! He is brilliant!
I cannot speak highly enough of Mr. Mostashari and his dedicated team. From the moment I reached out to them for assistance in setting up my dental corporation , they have been nothing short of exceptional. Their expertise in financial matters related to dental offices is truly impressive. Mr. Mostashari took the time to thoroughly understand my specific needs and provided tailored solutions that have greatly benefited my practice. His team has been incredibly responsive and proactive in handling all aspect
Fazel in dental CPA has been helping us for the past few years with our 2 practices from buying to organizing financials and guiding us to the right direction . His guidance has been priceless . He is always available to talk to and very responsible. You call or email him , you?ll have the answer in no time. I strongly believe that in this field there aren?t many that have all the credentials he has. He has a great network of knowledgeable people around him that he can connect you to . Overall we were very
I am a dentist and know Fazel for many years. He is absolutely wonderful, hardworking and always there when you need him. He will return your phone call, email, or text ASAP. He assisted me with dental practice transition. His knowledge and expertise helped me to have a better understanding of the process. He also helped me through tax return and financing. He goes above and beyond to answer any questions you have. I highly recommend him to all dentists who are seeking to buy a dental practice.
I have been a client of Fazel?s for several years now and he has made my life VERY stress free, both professionally and personally. He?s helped me through my process at acquiring a dental practice and understanding the numbers involved which I was totally clueless of. It was a very stressful time in my life but having an experienced CPA/financial advisor on my side made everything so streamlined. He?s also benefited me personally with retirement planning and overall tax planning. I could not recommend anyon
Fazel and his team have been more than just an accounting firm for me. He truly cares about each individual client. He has been a tremendous help with my personal and business financial goals through tax planning and financial advising. I feel very lucky to have him as my accountant and advisor.
Fazel is very professional and always act on client?s best interest. He has been helping me to find an office for three months. I am grateful to have him as my consultant.
I am so happy to have met and work with Fazel to help me with my office acquisition. In complicated times of COVID and navigating the difficulty of purchasing a practice, he has been very honest, patient, and professional. He is very knowledgable and so is Zahra who has helped me a ton with accounting and tax questions. I also would like to add he and Zahra are very responsive, and has always made it easy to be in contact. I highly recommend Fazel and his services, it has been a great experience to hav
Fazel recently assisted me in acquiring a dental office. I can honestly say we couldn?t have done it without his aid. He was with us from the beginning to the end, guided us every step of the way and explained complicated matters in an easy to understand way. We had weekly meetings to ensure nothing was missed and to touch base. Getting in touch with him was easy and he was always accessible. His honesty, professionalism, skill and experience is bar none. I look forward to work with him for many years to c
I've been to Mr. Fazel's seminar, and had an opportunity to have consultation with him. He is very genuine, helpful and expert in this field. Highly recommend him.
A true master of his craft! Fazel and his team have always been so responsive, helpful, and assisting with all of my needs from accounting to dental practice acquisition inquiries. Both he and his team, Zahra and other members, have always made sure that I am on top of all my financial needs and tax payments. As a new dentist, I was lost needed guidance when it came to my accounting needs and due diligence process as I always envisioned practice ownership for myself. Being very knowledgable about the proces
I started looking to buy a practice just before getting to know Fazel and I was very confused, didn?t know where to start and what to look for. Fazel told me it?s going to take 2-3 months to find a practice that is suitable for me. We talked and he got the idea of a suitable practice for me. I travelled to Southern California to meet with him. After having the informative sessions with Fazel, I was very confident and knew exactly what to do. I had an action plan in hand and a good support to rely on. I star
Fazel has been my CPA for 3 years, I have done his training for dentists looking to buy practices and he is just amazing. Very nice person, always on time, responsive, fair and helpful. I am nothing but thankful to him and his team
direct, to the point, and helpful. Encourage you to go to his free first consultation to hear what he has to say.
Fazel is very knowledgeable and current with the latest updates. He helped me with my dental practice acquisition. He is kind and attentive and advises for success for his clients. Highly Recommend!
I have been working with Mr. Mostashari for a year now and it has made the biggest difference in my business. I?ve never been financially more organized and clear. His knowledge and his attention to the details and big picture at the same time, has been a game changer. He is very professional, caring and supportive. I look forward to many more years of his guidance.
Fazel and his team are professional, diligent, and knowledgeable. They keep abreast of recent changes in the tax code and help us make strategic financial decisions for our business and family. They?re a huge asset to us.
Fazel and his team provide accounting services and advice for my medical practice. Excellent communication, easy to access accountants who look out for the future of my business. Highly recommended.
I was referred to fazel by a very close friend 3 years ago. He helps me with my business and personal finance decisions. Fazel and his staff are very knowledgeable, competent, personable and curteous. I am very happy about my decision to have him as my advisor! Highly recommend
Superb. The quality of services and business resources I have received from Fazel and his team was amazing. His professional advice is invaluable for any dentist to excel in business. Highly recommended...
Mr Fazel Mostashari and his team are always on time, responsive, communicate very clearly and absolutely the best CPA for dentists, bar none!! His knowledge is impressive, his friendliness even more so! I highly recommend this group to all dental professionals and all business owners who want things done right!
I have worked with several CPAs, always searching for the best of the best.... Finally I found Mr Fazel. His help stated with all his great Zoom lecture at the start of Covid. He really helped me navigate my dental practice during uncertain times. I have the utmost trust him & his team.
Very professional and knowledgable and would highly recommend. We have been working with Fazel for many years. His integrity, knowledge and the wealth of information that he provides is invaluable. His webinars are great!
Fazel is absolutely amazing. I cannot recommend a more professional and knowledgeable CPA ready and willing to assist with your needs. His extensive knowledge and background will only help you grow your business and that is truly what the ultimate goal is when you?re choosing an accountant. Thank you Fazel.
Fazel of phenomenal. He is very compationate about his work and clients. He is very knowledgeable on all aspect of financial planning. He does not sell any products like majority of financial planners and he is independent . This is very important since his opinion is free of any bias and there is no conflict of interest. I highly recommend him.
Fazel spent a good amount of time with me and my husband explaining the questions that we had regarding our tax returns. He's very patient and informative, took the time to understand our concerns and explained it in great detail. I would definitely recommend his agency!
By far the best CPA in the business. Fazel and his team are amazing. Their expertise is unrivaled. If you need a great CPA, look no further!!
Fazel and his group are great. Start to finish hes the right person for practice purchase transition. Highly recommended. A++
My wife and I are both dentist. We are working with Fazel and his team for last several years. Almost for everything related to our dentistry business from consult, accounting, and transition from associate dentists to business owners. The best part was helping us and guiding us from all process of finding office, getting loan, business plan and follow up. In last 3 years we started 2 new start up offices, and both offices doing well. He was always with us. When he says he is gonna do something, it is done
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.