*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.*
1253 University Ave UNIT 1002
San Diego, California 92103
Working with Financial Haus has impressed me from the beginning. I appreciate the importance of teaching you about your finances instead of just telling you what to do. I have been able to make remarkable progress financially in the last year working with Kenza. If I ever have a question in between out meetings she is always accommodating and helps to the best of her abilities.
Working with Financial HAUS Has been a real game changer! I was recommended to them by my CPA that I had been working with for many years and I will be forever thankful! I was previously working with another financial advisor and financial planning group and felt like we just spoke to completely different languages. Since signing on with Financial HAUS I feel like I have been well partnered in planning my future. They are always available and able to answer my questions, make excellent recommendations, and
Working with Erica Cordova has been absolutely game changing for mine and my husband?s finances. We are both very impulsive with money and had a lot of debt prior to marriage. Erica has helped guide us and doesn't sugar coat anything- which I appreciate. She calls us out when we fall into bad patterns again and that is exactly what we need. With that, we've saved so much money and are paying significant amounts of debt off. I am so grateful to her!
My husband and I have been working with Andrew and Kenza for over year now and it's been nothing but an amazing, positive, comforting and helpful experience. They take a fresh and youthful, yet knowledgeable approach to financial assistance without making you feel bad about your current financial situation. They're all about solutions and setting up for your future. Leading up to our wedding this year they helped us put in place retirement plans and well as set up life insurance policies! As a small busines
I cannot recommend Financial Haus enough as a financial advisory firm and I've been working with them for the last 4 years. They have been an invaluable partner in helping me navigate my financial journey, both personally and professionally. From day one, the team at Financial Haus took the time to understand my unique goals and challenges, tailoring their advice to align perfectly with my needs. On a personal level, Financial Haus has been instrumental in guiding me through major life transitions, includi
We have been working with Edgar at Financial Haus and he has helped us turn our financial stress into a clear path forward. We are saving, tackling debt, and making room for the things we love most. We couldn't have done it without this team and their incredible resources. We are now confident with our finances and our future. If you have been thinking about taking this step, GO FOR IT! You won't regret it. - Alysia and Joe Estrada
I'm not usually one to write a review, but working with Financial Haus has truly been been something I'm forever grateful for. My advisor took the time to truly understand my goals (now and in the future) and helped me create a clear, actionable plan to achieve them. For me, the whole world of finance is overwhelming, but Financial Haus has made the process simple and stress-free. Through a plan, my advisor and I put together, I was able to buy my first home?something I couldn't have done, or even thought w
Working with Kenza at Financial Haus has been an absolute game-changer for me! Since starting with her over a year ago, I've not only gained clarity on my financial goals but have also accomplished so many tasks that were sitting on my to-do list for ages. Kenza is incredibly organized, knowledgeable, and proactive?always one step ahead. What I appreciate the most is her educational approach; she made the process easier to understand and empowering. Thanks to her guidance, I can confidently say I'm in a muc
Edgar is truly amazing! In just five minutes, he opened my eyes to so many financial opportunities I didn't even know I had. His use of advanced financial tools made everything clear and gave real meaning to my expenses. Whether you're a private individual or a business owner, I highly recommend Edgar?s services. He's knowledgeable, efficient, and makes the whole process easy to understand. Thank you, Edgar, for such valuable guidance!
My husband and I have been working with Kenza and Andrew over the past year! We love the level of care and education we receive during our quarterly meetings. We finally feel on track and have a better understanding of our financial goals. Very happy!!!!
Kenza's been working with me since 2022 and has really helped me understand financial responsibility! She empowered me with knowledge, and now she is always there when I have questions, need to re-adjust things, or plan life events.
Financial Haus and, specifically, Kenza have been amazing to work with the past couple of years. I never thought I could be in such a great financial position at my age, and she has waved her wand and made it happen. I refer everyone I know to this company, and it is truly the best thing I've ever spent money on. I appreciate you so much!
I've been working with Financial Haus for 5 years now, and having him as my financial advisor is the reason I continue to accomplish my financial goals. Financial Haus continues to help me weigh out the pros and cons when making big purchases (I recently bought a home at the age of 26) and doesn't ever make me feel guilty when I want to splurge. While working with Financial Haus, i?ve learned balance, responsible spending, and most importantly ? how to make my money work for me!
Financial haus has helped me manage my money for the last couple of years. I've gone through many different seasons of life in that timeframe and my finances have fluctuated with those changes, but I've been able to stay secure with where I stood financially because of the team at Financial Hsu?s! One of the biggest accomplishments was being able to purchase a home :) I always recommend this team to all my friends and family in the area.
I have been with Andrew for over 5 years and he has enabled me to grow finically and intellectually. He's always been available for me when I needed help or had questions and is the reason I can sleep well being more than well off with my financials!
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.