*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.*
1820 W Orangewood Ave #104
Orange, California 92868
Outstanding Incorporation Attorney ? Highly Recommend! Andrew R. Gale is an exceptional incorporation attorney who made the business formation process seamless and stress-free. His deep knowledge of corporate law, combined with his clear and practical advice, helped me navigate the complexities of establishing my business with confidence. From selecting the right business structure to ensuring all legal documents were properly prepared and filed, Andrew was thorough, efficient, and incredibly responsive.
Andy and his team were phenomenal! I was completely new to forming a corporation and his team made the process so smooth and fast. Special kudos to Naomi who was with me every step of the way and answered all my questions. I highly recommend this team to any professional trying to establish a corporation.
Andy and his team helped me set up my Nursing Corporation and continue to maintain the legal parts (meeting minutes, etc) in the background. They have helped me with any questions I've had and well worth the money. I will be obtaining their assistance in other matters as well.
As they say, " Give credit where credit is due." As a Family Nurse Practitioner starting her own business and knowing very minimal details regarding how to legally start my own corporation , the Law Offices of Gale & Vallance took it out of my hands and built one of the pillars I needed to finally start what I have been dreaming and working towards. From the initial call, with Katrina and Ana, to the consultation with Atty Andy to the relentless, comprehensive follow-up emails by Ms. Naomi. I couldnt of
Andy and Jaymee were exceptional at helping me set up a small business in CA. I was impressed with their quick responses to emails and thorough explanations of every step. It was the best feeling to know my company was set up ethically and professionally. I would highly recommend Gale&Vallance for establishing a business!
Andy and his team are absolutely amazing! I?ve set up two businesses with the firm and they are the epitome of professionalism and efficiency. Everyone in the office is so nice and helpful. I really felt like the cared about me personally and as a friend. Their continued support after the incorporation process has made running my business so easy. I can?t recommend them highly enough!!!
Andrew Gale and his team were wonderful to work with. I was looking for an attorney to help me move my speech therapy practice to a corporation. I liked that Andrew had experience working with other therapists and was extremely knowledgeable. He was very willing to answer all my questions and after speaking with him, he is someone I feel I can trust. His team is detailed, worked expediently, and made the complicated process of becoming a corporation feel easy. They communicated every step of the way and kep
Andy and Jaymee were so unbelievably professional and helpful. I absolutely cannot recommend them enough. Jaymee provided thorough updates and instructions every step of the way. She really surprised me with how quickly she got it all done too. Absolutely hire this firm. Having them on your team will make your life so much easier!
I cannot say enough great things about Andy Gale and his entire office! We ran into so many road blocks setting up our Medical Aesthetics business until we found Andy. From the first phone call to the office everything went perfectly! We were up and ready to go in a super short time. The personal attention, wonderful communication and attention to detail made the process a breeze. I highly recommend Andy and the entire staff at Gale and Vallance!
Not only did they make our process of incorporating very simple, they went the extra mile and followed up with us on a daily basis to let us know what our next step should be. You may think that forming your company through a website on you're own may be easy, it's actually very complicated. This team walked us through every step and it was well worth it. My business partner and I are extremely satisfied with the service that we got and continue to get through Gale and Vallance. I would strongly recommend y
Attorney Andy Gale assisted me recently on a professional corporation matter, and I cannot say enough how thankful I am to have found him. Andy is a 100% professional. He is extremely adept in this area of law, which is complicated in that a variety of requirements apply that are found in disparate locations. He does not make you feel rushed and really takes time to ensure you understand and are comfortable (while also never giving you the impression he is spending unnecessary time on a matter). I would
Very timely and organized practice. They are ethical in business practices. Highly recommend to use them especially if you are a beginner to the business world.
Andy Gale was Extremely Professional, answered all my questions and gave me so much information I needed. I would recommend him to anyone looking for a incorporation Lawyer.
Helpful and personable. Very knowledge with very reasonable full service delivery. High level of communication and availability. Great network of referrals for other services.
Just started using their services and so far I have been pleased. I will post an update in a few months after I have used them more.
Professional in every way, knows their stuff, great listeners, gets results, and you leave their knowing you've got your money's worth.
Always friendly and best attorneys on town
Good advice for contractors.
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.