*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.*
30700 Russell Ranch Rd #250
Westlake Village, California 91362
We have been working with Gustavo and team for many years and they are incredible to work with. Very responsive, accurate and practical, and help us tremendously with everything tax related! Would highly recommend!
Working with Gustavo is stress free and easy. He is very professional and knowledgeable, always putting his clients first in order to maximize their return. The process is easy and efficient using an online portal to securely upload all the documents. Gustavo is alway available by phone or email, replying to any question and concern. It's a pleasure working with him. We're so glad our friend recommended him.
Gustavo was incredible and we look forward to continuing the relationship for many years to come! He outlined options, with very clear explanations and consequences. In just a few calls, we got to a great tax outcome for my company. As a founder, I appreciated how really looked out for us, because taxes are not my expertise. He felt like a teammate the whole way through. Knowledgable, great communicator, incredibly responsive and very easy to problem solve with.
Its been such a pleasure working with Gustavo and his team. They are thoroughl professional and really patient with me as a client who is filing taxes in three different organizations. I am grateful to be able to rely on Gustavo and trust in him to ensure everything is compliant.
Can't say enough good things about Gustavo and his team. They are super-communicative, always do a fantastic job, are always prompt and on top of things, and have helped me figure out confusing tax situations on multiple occasions. I'll continue using Gustavo for years to come, and I recommend you do, too!
I can't thank Gustavo and his team enough for the clear guidance and professionalism. This was my first time using a CPA to aid with my taxes as I previously relied on tax filing software. I have to say that the team at Fridman & Associates have earned a long-term client as they have removed all the stress and headaches associated with filing Taxes. 10/10 would recommend.
I had a great experience working with Gustavo. He was readily available to answer any questions I had, which was very reassuring. It is clear that Gustavo truly takes pride in his work and cares about the best interest of his clients, and is extremely thorough thru and thru. Highly recommended!
As a foreign citizen, filing my US tax report for the first time, I was concerned that things may be complicated. Gustavo has made it very easy for me - he was very responsive and knowledgeable, happy to help with any question, and guided me on every step of the way. Eventually the process went much smoother and quicker than expected. Highly recommended.
I did my own taxes for years. Then one year, I got stuck because my taxes had grown more complex than ever. I was introduced to Gustavo, he took a look at my taxes and provided a swing of thousands of dollars in my favor because of my own error. He's had my business since. Every year he is responsive and helpful. Even though the process can be tedious, he helps to simplify it. Thanks Gustavo!
Mr. Fridman and his firm has been an absolute pleasure to work with. He is always responsive to our needs and has a strong knowledge of his professional. I would recommend Gustavo and his firm to anyone in need of a CPA.
Gustavo went above and beyond to help us meet a very tight deadline and complete our tax returns! Stellar performance at startup pace!
He has been my CPA for many years now. He is always responsive and looks out for my best interests. I?m not the best client as I often scramble just before taxes are due but somehow the man gets the job done. Two thumbs up!
I had a great experience working with Gustavo. He was very helpful and was quick to respond and return phone calls. Took the time to explain and answer questions. Thank you, Gustavo!
Never had an accountant so responsive, helpful, and trustworthy. And that?s saying something, seeing that I?m almost 75 years old. Gustavo is highly recommended!
Fridman & Assoc are an amazing group. I have been working with Mr. Fridman for many years now. Very happy with his service.
Very professional service. I found that they asked many relevant questions and were very thorough in their presentation of data. All work was done in a timely manner and I would not hesitate to use their services in the future.
Always responds timely, quick turnaround, takes time to explain.
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.