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GREENFIELD & ASSOCIATES

GREENFIELD & ASSOCIATES

Reviews Summary

The reviews consistently highlight exceptional service, with frequent praise for deep expertise, professionalism, and clear communication. Many emphasize responsiveness, personalized care, and stress-free tax solutions. Clients appreciate thorough explanations, attention to detail, and a customer-centric approach. Strong recommendations are common, with long-term clients valuing trustworthiness and results. The team is described as knowledgeable, friendly, and dedicated to maximizing tax savings. Overall, satisfaction is high, with repeated mentions of going above and beyond expectations.

About This Listing

Bookkeeping
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Mid-size Businesses
QuickBooks
Remote Services
Bilingual Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Mid-size Businesses
QuickBooks
Remote Services
Bilingual Services

Contact Information

Address

16742 Gothard St Ste 211

Huntington Beach, California 92647

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I had a great experience with Greenfield & Associates. Susan and her team are professional, efficient, and incredibly knowledgeable, making the tax filing process smooth and stress-free. They took the time to answer all my questions. Highly recommend them for anyone looking for reliable and trustworthy tax services!

I had the pleasure of working with Susan Luong for filing my business taxes, and I couldn't be more impressed with the level of service I received. From the moment we started, they demonstrated exceptional knowledge and expertise in navigating the complexities of business tax filings. What stood out to me the most was their clear communication and willingness to answer all my questions. They took the time to explain the tax process in a way that was easy to understand, and they provided valuable advice on h

Greenfield & Associates is top-notch! Susan and her team are super knowledgeable, responsive, and make taxes stress-free. She goes above and beyond to help, and I couldn't be happier with the service. Highly recommend!

I wanted to thank you for the excellent accounting work that you and your staff have done for our business. As you know, I approached you with quite a mess. We had received poor advice on accounting procedures and had countless errors as a result of that; we were using bookkeeping software that wasn?t necessarily designed for use as we needed it and we were inputting information using methods that would not give us accurate reporting. In addition, we had numerous problems with our methods of handling payrol

I have been using services at Greenfield for years. The team here always listen to my concerns, gives thorough consultations and great solutions to maximize my tax saving. Can't give more recommendations for this company.

This firm is simply one of the best. They are very customer centric and have a genuine concern for their customers. I have been with them for half a decade and I look forward to working with them for many more years as they treat me as a valued customer

Sky and Susan are absolutely fantastic! They are not only highly knowledgeable and detail-oriented but also incredibly kind and helpful.

Susan and the Greenfield Team are really taking good care of their customers' interest. Professional and caring.

I truly appreciate their support and highly recommend them to anyone looking for reliable and trustworthy tax services.

I have been a client for years. Susan and her team are very knowledgeable with complex topics.

Highly professional team and pleasure to work with. Very responsive and knowledgable.

Susan is very knowledgeable, friendly, and so helpful. She helped me out with tax related problems professionally and beyond my expectation. I will certainly go back to her next year and highly recommend you go if you're on the fence.

Very responsive, takes the time to explain any details or questions, and great pricing. I use her for my complicated tax returns and have referred them to friends and colleagues. I endorse Susan and Greenfield & Associates!

Susan Luong is an incredible CPA. She is very knowledgeable, very driven to get results, she is determined, and she is excellent to work with. I refer her out to my entire network. Excellent work, well deserving of a 5-star review.

Susan is very nice, attentive and effective in filing tax. Highly recommend. I refer her fi to all my friends and family

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.