Financial Rescue LLC

Financial Rescue LLC

Reviews Summary

The majority of reviews are highly positive (5-star ratings), praising the company's professional, attentive, and knowledgeable staff. Customers appreciate regular updates, clear communication, and effective debt resolution. Many highlight exceptional customer service, with representatives described as helpful, patient, and efficient. A few negative experiences mention unresolved issues and poor responsiveness, but overall, satisfaction is high, with many recommending the company for financial assistance.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Expatriates
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Expatriates
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination

Contact Information

Address

99 S Almaden Blvd #600

San Jose, California 95113

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed

Customer Reviews

So glad to have Bryan to be my account representative. He treated me with super comfort and explain everything. I recommend him to a job well done. God bless you.

Bryan is very understanding! He listens to people! Hecis always willing to help and find solutions in any problem! I like him .. Hevis a good manager!

Bryan was very helpful and knowledgeable; he was easy to talk to and had lots of patience. Highly recommend. Keep up the great work!

Bryan palafox is best asset of your company by helping out and very knowledgeable and helpful able tonsatusfy our experience... you need people like Bryan Palafox asset if your company making consumer customer like us satisfied

Bryan is the best,who ever is the boss you promote her she deserved it , if you are referring to nba she's the MVP Mabuhay si bryan

Lyca Salvador is the human face of this business. I don't feel like I'm just a number, but an actual person whenever I speak with her. Get more like her! After Lyca, I had the pleasure of dealing with Bryan, and the guy is amazing! A few time he got my back and managed to accomodate my requests while keeping me on track! Thank you for guys like him!

I signed up with Rod Mercado Financial rescue llc debt relief program last July 2020 and the problem is they don't communicate very well and very often to update my account. If i call them its always their voice message and i cant even leave a message because it keeps saying mailbox is full. I email them but it takes so long for them to email me back. They told me i have to pay this certain amount and they will take care of all my debts but they lied to me. I had to pay extra to settle another debt. I am p

Bryan is so helpful and patience. She help me a lot. But they all are. I can recommend this company to anyone who needs help financially.??????

Would like to give thanks to Kristan and Bryan for all the help . Keep up the good work

I am thanking MR . BRYAN for being professional and very kind to his client like me .

Lyca Salvador was very nice, friendly and helped me with my payment issue with one of my creditors. She did it in no time. She is very professional. Thank you Lyca. Continue to shine and be a blessing to everyone around you. God bless!!!

This review is for Al, my client representative from Financial Rescue , when they change my client representative I thought he's the same with other ones who don't respond and listens to my concern regarding my account. But then, Al is responsive and even call me back right away when I need to talk to him. He is dependable and you can rely on him that he's doing his job to satisfy your clients need. I'm gonna give him 10 stars on that. Hope you hire more representative like him. Thanks

Lyca Salvador was very helpful in regards to my credit problems. She is very attentive and understanding of my circumstances which lessen the weight off my shoulders. I'm very grateful for her response of any worries in a timely matter; ultimately making it a easy process.

Attentive, professional and best of the best I have had a very rewarding experience dealing with Financial Rescue and Mercado insurance. Jennifer Pagsolingan was my point of contact, and she was always prompt, professional and helpful. I'm very pleased with your customer service and the life insurance policy that I have been issued. Best feeling knowing my family will be secure. Thank you very much.

Lyca Salvador did a splendid job for me. I know I am in good hands. In less than a day she did the negotiation and i felt relieved. Thank you very much for an awesome job.

Hi everybody. I just want to leave some reviews for these very wonderful people, Mr. Keitly, Ms. Leonore, and Ms. Lyca. I know it took me some time to do this; it was just me being skeptical and wanted to observe first. Well, to be honest, they don't disappoint. It took me a few months to observe their services. These are all the things that I am confidently happy with: > They are all professionals and will do everything they can to help as soon as they can. > Very well versed on their job > doesn,t crit

Mr. Keithly, Account Care Representative of Financial Rescue LLC performed excellent job in assisting clients needs and questions about their program. Respectful and patient to his clients. You are truly an asset to your organization. Keep up the good work!!!

For Kristan Baura his very nice fast service!

It's been a pleasure working with Finanacial Rescue LLC . They're working on my case for 3 yrs now and almost done. Agents here are very professional, warm and easy to access for any questions and suggestions. Warmest thanks to lyca Salvador and Kiethly Calakas for their tireless effort.

Had some issues and was easily done by @Bryan. Thank you!

Keith Kalacas is a very nice person to talk to. Very respectful. He helps me a lot with all of my questions. Good job Keith. I'm giving you an excellent rating. Your company is lucky to have you. Thank you.

I'm so happy because I'm done with the program. Through the help if Keith Kalacas he explained it to everything and help me shortened my payment . If not him not explaining it to me everything, probably until now I'm still paying. And I thanks also the Financial Rescue for helping me negotiate and to pay all my debts. Thank you very much

LYCA my advisor is the best one. She always keep me posted with everything going on to my account. Very pleasant, respectful, compassionate and makes you feel that you are important to her. I give her a five star rating for being understanding and compassionate and really really helpful.She makes you feel that your goal is very important to her too and she wants you to succeed too.

Marklien really know what he's doing. he was able to follow up my main concern regarding on my acct. I wanted to express my gratitude for his service and share my positive experience. great customers service too. I'm so glad that he is now handling my acct.

I just want to Thank You Alton Muyot my client care representative for your assistance and for taking care of my account while I was enrolled in your program. Four years is tough but we made it through. Again Thank you for everything you've done and a great success for us all. Continue to be helpful with your clients and upcoming clients. May they receive the level of customer service care you provided to me. Have a happy holidays!

I spoke with Lyka today and she is an excellent representative of Success Link, very professional, very knowledgeable of taking care of our credit card accounts. She always updates us of the handling of our accounts. She is a great asset of your company. We salute you Lyka, great job always.

I am just feeling greatly appreciative of the company and for the excellent service of most of the client care representatives. I greatly commend with much appreciation and deep thanks and gratitude most especially to Keithly Kalacas, who helped assist me during the final stage of my negotiation journey. My best wishes and thanks for all the hard works.?? I want to extend also my warm thanks and regards to Angie Viray who was a part of my good experience with FR??

Ms Jen Argales, goes above and beyond what client need. The efficiency of her work is excellent to ensure she meet the deadlines and or notify us in a timely manner the fastest way possible. Highly approachable client care representative and she make sure customer like us are well cared with utmost respect and professionalism. She cares and value the company showing the level of customer service. Keep up the good work!

This review is for Ms. Mitzi Faye Calderon on behalf of L. DePerio. She provided excellent service from start to finish. Ms. Calderon was knowledgeable with the process and answered all my questions and concerns. She assured me the outcome with the service provided. I was satisfied and relieved of the outstanding result. I highly recommend working with Ms. Calderon for debt settlement. My gratitude to Ms. Calderon for being a polite and reliable account manager.

I use this company and I trusted them. I appreciate Lyca who handles my account for giving me updates. She exceeded my expectations as her customer service is a pro. I highly recommend her and Financial Rescue as well.

Integrity is very crucial to providing excellent customer service and Mark Ponce went beyond and above my expectation. He was able to address my concern quickly and effectively and I would not have second thought recommending him to others.

I'm grateful for the experience and services I've got. And I'm grateful to my negotiator Ms. Lyca because she totally explained it to me thoroughly and she let me understand. Thumbs up to her she's highly recommended.

He's very helpful. Thank you.

Excellent in every way . . Staff are kind, Helpful , knowledgeable and very efficient. Best company to help you get back to Fibancial recovery. Ms. Kasper Alvarez is a great asset to this company. She is very effective , knows her craft and highly recommended.,

Marklien Ponce is very helpful. He was the one who responded after a month of calling and emailing my agent who left and nobody even updated me. The 5 star if for Mark

Thank you to Mitzi Faye Calderon for helping me out with my account..she answers all your concerns and questions. She is very helpful and patient through out the process. Thank you so much mitzi. I will give her 5 star too.

KathleenTolojosa has been very helpful and accommodating . She's been very supportive and knowledgeable about my situation and finds ways and means to answer all my questions. Good job!

Anxious at first! Jennifer Argales calm all my worries. She's been very helpful with everything i need during this tough process. Her customer service and support is above and beyond. I am glad she's in my help through this. God bless.

Best Debt Negotiator ! I've ever had is Lyca Jesabelle Salvador. Very much appreciated when she went above and beyond, came to work very early to negotiate the last account even though I have to put extra money from the contract I've signed up. She is really good at focusing on what customers need and require. She have a real instinct to understand a customer like me. She has the natural ability to understand and feel what a client are experiencing, and she was able to meet their needs effectively. Great c

Mam Aileen in Sales is very helpful and accommodating. She's the best and asset of the company. She answers all the questions I need and very polite and friendly. Thank you so much it's my pleasure doing business with you Financial Rescue, you're the best! You saved my life?..

Excellent service provided by Mr. Keithly Kalacas : Client Care Representative: assign to me by Financial Recue ( Success Link) in handling the whole set up of payment plans , updating me on going payment plan and important things to submit to properly resolve payments accordingly with my creditor . Awesome customer service . Highly recommended. Rate him 10 out 10 . Great company ????

Lyca Salvador is the best employee at the Financial Rescue, she is attentive, she will definitely follow up immediately all your request about the letter and talking the creditors and managers. I like to deal and talk only to Lyca because she really cares not like other previous staff that all promises and no action. From James L.

We are vary pleased and very happy with the timeliness of the action and responses of Keitly, Karen and Ms. Jennifer what an awesome team great job hats off to you guys. Mr. Ron Mercado great crew and we will be very proud to recommend your team to all our friends. God Bless you all. Laura and Eduardo PUNZALAN

Marklien Ponce was so helpful to resolve my issue on my acct. He talked to the negotiator right away to find out what happen one of my acct. He call me and give me answer back even his not the one who handle my acct. Respectful and he knows what his doing. I give him 5 stars

Mitzi Faye was really nice and polite and provided details of our account. We really appreciate her excellent customer service. Keep up the very great ?? job . God bless

Super friendly staff, I would like to thank Alton Hay Muyot, he is extremely amazingly responsive to any of my concern and really cares about his client. He detailed every single matter on my account. I would recommend this company to anyone and the good service I have recieved is phenomenal.

My Negotiator Lyca Salvador was amazing. She was very polite, prompt, and professional. I felt really taken care of. I recommend Financial rescue to all my friends and family. Thanks again for all your help.

It was an excellent overall experience with Financial Rescue LLC. It gave me a lot of relief, and I will recommend it to my relatives and friends. And they have the best Representative, Keithly Kalacas, who always helps and answers all my questions. He's perfect, very patient, and kind. Keep up the excellent work. Thank you so much! - Ricky I would like to thank Benjamin Dangca. He did an outstanding job. He was friendly and very professional. He's an asset to your company.. Chantel Does his Job with a

I am truly happy to have Financial Rescue services for my debt settlement. I normally don't call because I go online and have all the information I needed to know. Since in two months I will be done with my program, I called and Benjamin answered the phone and was able to update me with my account and was informed that I have a new account manager, Janette Ganalon. I had a chance to speak with her and she assured me everything will be settled soon. Both Benjamin and Janette were very helpful and I am grate

Jeffrey G., the negotiator was very detailed and clearly explained the status of an account in question. Also, he is very polite and patient in responding to all my inquiries. I also would like to mention Jonnabelle?s cheerful spirit and in being thorough with all follow-ups and requests. Both are the best. Thank you!

Mitzi Faye Calderon is my new client care representative , she explain to me everything about my account. She's excellent in customer service. Thank you so much for helping.

Thank you so much Financial Rescue LLC. For assisting me with all the creditors for over $100,000 debt and couldn't make it to pay off. I signed up for 4-5 years in the program and I am debt free now. Thank you Glenn Alvarado for assisting me in the very beginning you are very professional, helpful and you care for people to be debt free. Do not hesitate to message in Financial rescue LLC. They will help you to survive :) and also thank you for Christine Ann Santiago for all the assistance you provide and

I have been a client of your company for three years and I must say all my experiences are all frustrating. There was no monthly follow up calls as promised. They probably changed people handling my case 6 times and the only time I heard from them was they introduced themselves. I asked questions and all they can tell me was I will talk to the negotiator and I will get back to you, which never happened. They don't know their jobs and you need someone there that is knowledgeable. Two of my accounts ( biggest

Lyca is my credit negotiator and she did an excellent job settling my accounts. Jennifer Argales is my account manager. Promptly responded to my emails and phone calls. Excellent service in giving updates and concerns with my accounts.

Its my 4th year with Financial Rescue . I will be graduating soon . I thank all the staff , my client Representative (Mark Ponce and Alton Muyot) who has been responsive each time I have questions. To all the negotiators that are very competent and efficient. I highly recommended Financial Rescue . Good job all

Highly recommended , FR help me so much , And I want to give 5 star ,high commendation to Lyca Salvador, she helps me and takes care of me, Everytime I have question she always make sure to call me or text me . I will never regret enrolling to this company

Thank you Financial Rescue, to all the employees who help me to be debt free especially Miss Jennifer Argales, i really appreciate how nice you are very accomodating, how you handled my situation, talking and explaining to me patiently. And feel that i am in good hands and settled my problems. And to Ashley Ace Angeles my debt negotiator, you and Jennifer really did a good job. More power to your company and continue serving people who needs your help. Thank you so much again and God bless??

I give 5 stars fo Ms.Mitzy Faye Calderon for doing a great job for my account & for fast reply & updates about my program. Thank you & keep up the good work!

I have a great experience with this company since day. They would go through and explain the program in detailed manner - from how it works, the process, expectation and outcomes. The customer care support are always there to help you out and answer you questions and inquiries and they always follow on you and give you an updates of your case on a regular basis and whenever necessary. There may be a time that you may be assigned to a new customer care support but no worries, because you get the same excelle

Had a very pleasant experience. My questions were answered. Glenn walked me through in a smoothly. I hope I will finally have peace of mind everyone is trying to achieve in regards to financial matters.

Highly recommended. I spoke to Keith Kalacas, he helps me a lot with all my question and he is an excellent representative of Success link. Good job Keith and God bless. Thank you

Financial rescue is helping to be debt free. Christine Ann Santiago and Juan Rodrigo are very dependable and makes you feel that they are very concern with what you're going through. They will guide you making sure that you will feel secured and calm that everything is under control. I would encourage anyone not to hesitate to ask for the help to be debt free with Financial Rescue. Lyca Salvador is my current negotiator. I am very happy and satisfied with her. She made me feel that she is with in my succes

Marlien Ponce, We are so grateful for your help with our financial rescue. The result is outstanding finally graduated from the program and we are so grateful for the job well done. Thank you, Priscilla Acot

Thank you for Financial Rescue thru their professional staff Alton Muyot my account manager for properly handling my program resulting to settlement of all my accounts . To all people with big amounts of debt Financial Rescue is the best debt settlement program that can give you a peace of mind . Again thank you for Alton Muyot and Lyka my negotiator and thank you for Financial Rescue that you have a professional staff like Alton and Lyca Salvador my trusted negotiator she is the one who facilitated my acco

Thinking that my debts are resolved in 2021, I was surprised that I still owe $4,785 on one of the bank. I completely paid Financial Rescue to assist me but it seemed like being scammed is not what I am expecting . Trying to call and email all the possible number there is, always a voicemail, no one had been reaching me back on email. If this is not resolved, maybe a court order could help.

Thank you so much JENNIFER ARGALES?.she is amazingly responsive to my concern. Even she's not my Acct Rep?.I am pleased and satisfied the way way she explained about my account. Excellent customer service?keep up the good work!

Mitzy Faye Calderon is always prompt in answering all my questions regarding the progress of my accounts. If she is in-charged of your account you can expect her timely dedications. Very knowledgeable. Thank you Ms. Mitzy.

I talked to Kathleen Tajolosa this afternoon about my remaining unsettled 3 accounts, she's very accomodating & explained to me everything. She told me that she'll follow up my accts to the negotiator, (Kimboy Lorenzo) & @ the same time gave me the name of my current/new Account Manager, (Mitchy ?Faye? Calderon). I'm giving Kathleen Tajolosa a 5 Star rating for what she'd done for me this afternoon! Keep up the good work, Kathleen Tajolosa & God Bless!!! ?????????? -Edgardo Santos

I was very satisfied about the service they provided and still providing me. The case manager that in charge of me is very nice and very knowledgeable about what's going on in my account. Ms. Enee Torres calls and email in a regular basis just to make I am updated on every transactions or activity in my account. I am almost done with the program and still very happy that I made the decision of enrolling to their program. I hope they could help more people that are having the same financial problem. Again I

I am pleased to have worked with Mitzi Calderon; she has been attentive and always available when I need her with every question or favor I may have to answer. You're lucky to have an efficient staff like her.

I am grateful to your team for helping me get through when I was having a hard time with my situation. Special thanks to Mervin, Dayenne, Christine, Jeanette and the rest of the team. Thank you for your support. I appreciate you greatly. More power Financial Rescue!!!

All bad reviews here are all true, i am also a victim of this company. I have paid 29k to them but have found out, only 12k were paid. They took more fees for them that paying my debt, its like 70pct fees to 30pct debt payment. The 4yrs program become 5yrs. More than what is expected. Beware with this shady company.

Enee Torres is one of the best client care she made sure that you're well take cared off and always update you. She is very nice and knowledgeable on what her doing. You can count on her. She can answer all your questions. Thank you for helping me.

A big Thank You to Success Link Processing/ Financial Rescue for all the help and support in settling my accounts. Special thanks to Cristine Santiago and Marvin who were supportive of my program. I will always be greatful to all of you. God bless you and your team.

Yes I am very much satisfied, aileene in the sales help me start my application until I was approved in the program, I appreciate it very much and also rene viray who came to my house for contract signing. I highly recommend this company to people who are in need of help like me very kind employees, thank you.

Mitzi Faye was a great help. I hope she will keep up the good work. She's very professional, courteous, knowledgeable and patient. Thank you Mitzi.

My overall financial rescue experience is great. I am very grateful to the staffs of financial rescue especially to Kathleen Tajolosa, who negotiated my debts during my financial hardship. Financial rescue saved my financial reputation as well as my dignity. Now I am debt free, no more stress, have peace of mind, and I can save for my future when time comes. I highly recommend Financial Rescue in solving debts problem. Thank you so much. Mabuhay Financial Rescue! More power and continue to help people God b

I would commend Marklien Ponce for his exceptional work being a client representative. Always keep you in the loop regarding your case.

Thank you very much to Jennifer Argalles, Zyra Valdez and espcially to Francis Baldado and Marilyn Labre for giving me peace of mind by keeping me updated with my accounts. Patience to answer all my unended questions, to reassure me that everything will be done accordingly and everything will be okay. I am very thankful that I have enrolled with Financial Rescue LLC, they are helping me so much that I dont have to worry with my creditors.

Thank you so much Lyca Salvador and Jonnabelle Go who are helping me to be debt free. Highly recommend this company. Staff are so friendly and so helpful. Also Benjamin Dangca who does not handle my account but always helpful whenever I call. God bless you all and your great company- Maria Espinosa

Thank you, Ms. Mitzi Faye for handling my account above my expectations. I appreciate all the efforts & for always reaching out & keeping me updated. More power to you & to the rest of the team! ??????????

Thank you for all the help. At first i really had a hard time, because my former account manager is not really helping, never answer calls and emails. But with Ms. Mitzi Faye, everything changed when she became my account manager. She really helped me a lot.

I would like to give an excellent commendation to Ms. Jennifer Argales, Account Manager, for assisting me with the legal documents of my account especially explaning the details of the document. She is very efficient, knowledgeable and very professional in her work/service.

Thank you Sir Alton Muyot you answered all my questions . No more worries for me now. I would like also to thank Ms Lyca Salvador for doing a great job. I really appreciate the time and effort you did to settle all my accounts...

I just message the link and after sending it they called me right away. Dayenne M. Was really helpful and didn't give me false hope. She also gave me info about my account and assured me that all are good. Hopefully everything goes well. With the heavy burden of paying off our debt hopefully it will come to an end. ??

I would like to thanks Ms Dayenne Masacote and Jennifer Argales of Client Care coz they are so Helpful and very friendly. And for the 2 gentleman Mr Jun Montero and Marvin Bolivar who helps a lot. God Bless and keep up the good work.

Financial Rescue is helping me for my dept and I want to say thank you to Alton Hay Muyot for the info about my program. She's so dependable and helpful! Thanks again Alton!!!

Words are not enough to tell everyone how grateful we are with Success Link Processing for giving us this Peace of Mind! The assistance extended by Ms. Abigael Donoga to complete this ? journey? is really worth thanking for! Ms. Donoga is a great asset of your company! Success Link Processing needs more caring Account Manager like Ms. Abigael Donoga. We are the happy clients from Falls Church, VA! Leopoldo and Zenaida Ibanez

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations