*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.*
291 S La Cienega Blvd Ste. 406
Beverly Hills, California 90211
Jeff is the best lawyer I?ve ever met. He?s a very honest and genuine guy. He?s helped a few of my friends with some legal challenges and is always ready to work and he actually answers the phone. ????
If you are in need of a Tax Attorney, please Jeff Greenberg from Greenberg Bitton, LLP. He is the absolute BEST. I received a letter from the IRS and was in a total panic. I called him directly and he explained exactly what the letter meant and walked me through everything that I needed to do. He is so knowledgeable and compassionate. Thank you so much Jeff for all of your help! I highly recommend Jeff and his team for any tax related issues. They are truly the best of the best!!
If you ever had any tax issues with the IRS, you know how much of a hustle and time consuming it is to deal with them on your own. I kept getting letters from the IRS regarding some of my tax returns and was tired from the constant back and forth. Luckily, one of my close friends referred me to Greenberg Bitton LLP where Jeff and his team went above and beyond to help me out. The team did an outstanding job in handling my case by being very approachable and responsive. Most importantly, they resolved my iss
As an expat, there are many tax issues that arise as a result of working internationally. I needed assistance from an experienced tax team in order to remain compliant and to optimize my tax plans moving forward. The attorneys of Greenberg Bitton have been a tremendous help and have been able to take care of all of my tax matters for me. I?m very pleased with the results and how straightforward they are with their advice. Highly recommended!
I would like to thank Mr. Greenberg for the consultations regarding my family's tax situation by providing strategies on how to mitigate the impact of them. He and his associate were very helpful in developing a path forward. He is extremely knowledgeable at this craft. He was respectful in his approach to helping me understand the landscape and aided me in becoming a savvier with my investments and record keeping. I would highly recommend his services to anyone in need a tax lawyer. He's one of the good on
My immigration lawyer recommended Greenberg Bitton LLP services to me as I had urgent business questions. I emailed them and had a phone consultation scheduled for the next morning. Gary Bitton was able to answer all my concerns. He is very professional, knowledgeable and responsive. Thank you Gary for your help, I will come back for future services.
If there was more stars, I would give Gary at least 20 stars. I had an issue with my LLC and had asked my real estate agent for a professional real estate attorney in California (I live in NY). Less than half an hour, I receive a call from Gary. I explained to him my issue that I had with my LLC in CA and immediately he understood everything and very thoroughly and in a very simple English he explained the solution. He even gave me some money saving tips and advise that almost nobody else that I had talk
Incredible service. I called today and spoke to Gary about a potential tax problem, and let him know I was unclear of the guidelines and how to proceed. He spoke to me for about a half hour, and then made a call on my behalf to the correct tax division, to get the information we needed, and called me back to let me know how to proceed. Thankfully, everything worked out ok, but not only did he not charge me, he also went ahead to follow up with a call to see how I got on. Will use them and happily refe
Gary Bitton from Greenberg Bitton LLP was extremely helpful with a real estate transaction I was working on. I reached out to them for some advice and next thing I knew he was helping me with my contracts, real estate transactions and even some tax help. Hands down one of the best I've worked with. Very detailed orientated and calculated.
Gary is a great guy. I came to him for a situation I had with the FTB and Gary reassured me everything would be taken care of and it was. Gary kept me aware of everything that was going on and how it was resolved. He?s also helped me set up my business license the correct way. When Covid hit Gary assisted me with secure my PPP loan which is amazing as I would have been completely lost doing so on my own. Gary has always been there when i?ve needed him - be it through text, email, or on the phone with kind h
As an expat, I was dealing with ongoing complicated Tax issues from afar. Jeff's commitment and personal touch, throughout a long period of time, was exceptional! It is rare to see such dedication in this day and age. I Will highly recommend greenberg Bitton.
I was receiving letters regarding the Los Angeles Business Tax and needed assistance to resolve the outstanding liabilities. I contacted Jeff to have him handle my matter and was very pleased with the results. I am now fully compliant and have a system in place to remain compliant moving forward.
I am moving from Arizona back to California, and I need to be certain I had all my bases covered. I spoke with Jeff who was very professional, knowledgeable, and was able to quickly answer my questions. While we talked, I had mentioned some concerns about issues with my fathers estate. Jeff was quick to help! I was able to make sense of all the details after Jeff reviewed all my paperwork. I was not able to find this level of professionalism locally and I am truly grateful I was referred to them. We will
Before you reach out to any attorney, make sure you talk to Gary at Greenberg Bitton LLP. He is one of the most knowledgeable and caring attorneys. He really cares about making sure your questions have been fully answered. I look forward to continue doing business with him and I encourage you to do the same because such opportunities are rare to find.
Greenberg Bitton LLP has been fantasic. I've had a lot of tax issues over the years and Jeff greenberg has taken care of everything. He has been very straight forward and took a lot of his time giving me updates. It was a pleasant time. Thank you Jeff! keep in touch!
The quintessential professional?Gary went above and beyond our needs. Our situation was uniquely difficult and Gary stayed poised and objective oriented. He really took the time to understand our plight and took sincere interest in helping. He?s a skilled orator and cool headed which was especially needed in our case. He kept emotion on the sideline and provided tons of insightful case precedents both from his personal and professional life. He did a great job handling us as a client and knew the best wa
I?ve been working with this firm for some time now on various matters. The attorneys at Greenberg Bitton are extremely knowledgeable, reliable, diligent, and, most importantly, great advisors. Really appreciate all their hard work and will continue to use for my future needs.
I had a dispute with my landlord regarding the lease and needed assistance from an attorney in order to resolve it. A colleague of mine, who had also retained GB for a similar matter, referred me to this firm. The team at GB quickly handled my matter and resolved the issues without having to go to court. I'm very pleased with the result and would highly recommend GB for your legal needs.
I had a dispute with my prior landlord and needed help from an attorney in order to resolve it. I was referred to Jeff from one of my friends and couldn't be happier! We got the result we wanted and I'm finally able to move on. I would highly recommend this firm for any real estate matter.
I had a sales tax audit by the CDTFA and was in over my head. They were able to resolve the audit with a very favorable outcome, and kept me updated throughout the entire process. I hope I never have to go through another audit, but, if I do, I wouldn?t hesitate to retain this firm again. Thank you!
I had an issue with FTB and called Greenberg Bitton for help. I spoke directly with Jeff, the managing partner, who took the time to listen to my situation and even told me exactly what I should do to resolve the problem on my own. Moving forward, if I have any additional tax issues, I?ll definitely reach out to Jeff. Thank you !
I was referred to Gary from one of my friends and needed help with a FICA issue for nonresidents. Gary was extremely helpful and provided me with the solution to the situation during our call. I would highly recommend Gary for any nonresident tax issues. Thank you!!
I have no knowledge about the laws whatsoever. When I received court papers this morning I had no idea what I should do. All the lawyer offices were closed and as I was beginning to lose hope I saw that this office was opened. (I called on Saturday around 9:30 am) I got on the phone with a lawyer named Gary. He was super nice in answering all my questions and gave me ease very quickly. Although I still have to work things out and go to court but with his help I have no problem at all. Thank you so much!
I had tax issues and was referred to this firm by a family friend. I couldn?t be happier! Jeff and his team resolved the issues very promptly. I would highly recommend that you reach out for any tax issues that you may have. Thank you Jeff!
I am realtor and have been consulting with GBLLP for real estate, contract and ethical matters for quite some time now. They are very knowledgeable and provide very concise responses to my questions. I know I?m in good hands with this firm and would highly recommend them.
I had an excellent experience with Gary Bitton, he walked me throughout the entire process, he completed the work in the time frame we set. I definitely recommend this company to anyone in need to set up a corporation, create contracts and other necessary company filings.
The absolute best attorneys around! They helped me with all of my questions and matters with class and efficiency. I can?t thank them enough! I came to them with various business, tax and immigration questions. Don?t look anywhere else!
I checked the reviews then gave a call. They are not going to take your money if you can do it yourself. Unless?you just want me to. I spoke to one attorney that gave me great advice then was placed in touch with Gary. He was awesome. I hope to do years of business with him.
Had several issues with various tax and real estate matters, I had contacted them for assistance and they were very responsive. I would highly recommend them for all your tax and real estate needs. I was extremely pleased with the results, they?re very professional and helpful.
Gary was incredibly knowledgeable. He took All my questions and answered them with patience and lots of knowledge he made feel like my case was something that was very common and that give me inner peace. Thank you so much gary
I?m glad I was referred to Gary and GBLLP. Amazing attorneys, spot-on advice, and worth every penny! Love these guys!
Love this company, very professional and go straight to the point. I took them for a couple of tax and contract questions however now I go directly to them for any problem. AAA+
They took the time to answer all of my tax questions and were very helpful and transparent regarding where they might be able to help.
Extremely helpful and trustworthy! Highly recommended!
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.