*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.*
1801 Century Park E 24th Floor
Los Angeles, California 90067
Divya Gill at Gill Tax Group has been an excellent CPA for both my personal and business tax needs. As an educator and real estate agent, I needed someone who truly understands the nuances of real estate taxation?and Divya delivered. She was thorough, professional, and took the time to ensure everything was done accurately and in a timely manner. Her knowledge of tax strategies for real estate professionals helped me maximize my deductions and stay compliant. I really appreciate how easy she made the proc
I am new to Gill Tax Group, Divya & Team. She recently completed my 2023 & 2024 Taxes. I am completely satisfied with her superlative job, honestly, she works Magic! She did my personal & professional Taxes. Caitlin, Shayna, & the rest of her team were always gracious, professional, helpful, and they always went ?Above & Beyond? for me. I look forward to Divya doing my 2025 Taxes and the years to come. Her price point is perfect. For what she did for me, I felt guilty, I felt I owed her more!! Thank yo
I used GillTax Group for 2023 and have had the worst experience. My taxes RIGHT NOW for 2023 are still not correct. I own 2 LLCs and have zero employees other than myself. Should be simple enough. Turns out it was not. Ive been sent so many letters saying I owe extra money, every time the response from GillTax Group is "Oh well I guess you owe more, just pay it" or "Oh you were supposed to pay that, we thought you knew". I also paid for bookkeeping services, which were bare minimum to say the least. I spent
I would like to take a moment to share my honest opinion about my experience at Gil Tax Group. I have thoroughly enjoyed my time here. The building itself is vibrant and well-lit, creating a welcoming atmosphere that is both comfortable and inviting. Upon arrival, I was greeted by Melissa, Ibrahim, and Caitlin, all of whom provided exceptional service. Each of them brought their unique personalities to the experience, ensuring that I felt well taken care of. I also had the pleasure of meeting Diviya, who w
Divya and her team are wonderful! We are very pleased with her professionalism, sense of urgency and responsiveness to all of our inquiries. It?s a blessing to have her in our corner.
Always available when needed. Great at what they provide to a business, as well as no a personal level. James C
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.