*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.*
1151 N Euclid St
Anaheim, California 92801
My first time doing taxes with Andres will definitely be going back for next year! He explained everything to me made sure I understood everything very fast and easy experience. Very trustworthy for anyone looking!
Been filing my taxes here for the second year now. Andres is very knowledgeable and helps you get the maximum refund possible. You especially want to see him if you have a business or side business or trying to claim your work expenses, he guides you through the process and deduct every penny! Best tax filing experience I?ve ever had. Will go back next year for sure
Andrew is a highly professional and helpful individual. I visited him with numerous questions regarding my taxes, and he patiently explained everything to me and answered all of my questions. This is the second year I have used his services, and I am incredibly grateful for his assistance.
After looking around for a new tax person I?m glad I found andres and I?m definitely going back to him next year! he filed my information in a efficient manner and he was very friendly. I enjoyed how the whole process was simple and very laidback and I also appreciate how he made sure I understood everything too! Definitely recommend him if you?re looking for a new tax person also he?s bilingual so that?s a plus for our Latino peeps :)
Highly recommend, have been getting my taxes done with Andr?s for the past 4 years! Never fails in getting everything done for me in time and leaves me stress free for tax season.
Went in to get my taxes done was recommended by a good friend and let me say it was a pleasant and easy process Andres and Geo are very professional and get you what you deserve so if your looking to get your taxes done right make sure to stop by.
Excellent service, very detailed explanations and answered all of my questions
Super knowledgeable! Answered all my questions with a smile and made the process super quick and easy! Excellent customer service and even follows up !
Great experience every year! Highly recommended??
(Translated by Google) Very good attention, explanation, patience, kindness and professionalism. Thank you Andres for your assistance. (Original) Muy buena atencion, explicacion, paciencia, amabilidad y profesionalismo. Gracias Andres por tu asistencia.
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.