*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.*
200 Spectrum Center Dr STE 300
Irvine, California 92618
GreenGrowth CPAs in Irvine has been a game changer for our cannabis startup. Their team truly understands California cannabis compliance and tax codes?and they helped us streamline our financials before our latest funding round. They're responsive, strategic, and incredibly knowledgeable. Highly recommend for any cannabis business in Orange County looking for expert accounting support.
Their attention to detail and holistic approach, has made them a high-quality firm for a reasonable price. They have been key in helping us develop our Cannabis business and also, an accounting infrastructure, where our former firm had failed. Derek (the founder) has so much experience with non-profit work that he is also good communicating with not only multiple members of the team, but also board members and communicating at their level of accounting expertise. We will gladly endorse them for their good
Derek handled my taxes! I can definitely confirm for you he is a very knowledgeable and professional CPA. I moved to California a year ago and decided to take advantage of the opportunities in the cannabis industry. It was comforting knowing I wouldn't have to worry about filing mistakes, Derek and Natalie are very knowledgeable that they gave me some very important business details to help improve my business. I'm really Grateful!
There's nothing better than having an accountant that makes your taxes stress free. I used California Cannabis C.P.A for my Cannabis business since I have little knowledge on cannabis taxes and I am one satisfied customer. Derek actually cares about his clients and wants to help them in any way possible. The rules governing cannabis are quite complex to comprehend so I opted for this company and till date, they've never disappointed. It's hard to find a trustworthy CPA and I can finally say I found one.
I used them for my taxes last year and they did a good job. I had a more complicated situation than your average taxpayer may be because I?m still new in the cannabis industry. Derek and his team were extremely helpful as they helped me file my taxes appropriately.
Natalie was great! Definitely recommended for a new young bigtime taxpayer like myself. She was extremely thorough and patient with all of my questions including making time for me at a follow-up visit post-tax season. I was looking for a knowledgeable accountant that could help me file taxes in the Cannabis industry since am relatively new to the industry. my experience here was beyond and above what I was looking for.
Great Business Developers! The only idea i had about this industry was information gotten online. They helped me with everything, I mean everything. The helped me set up my business and helped out with every tool needed to succeed. I'll work with them for many years to come .
Legal judgements against them. They take your money and don't perform. Check the San Diego court jurisdiction decisions for yourself. There are real professionals out there. Find them,. Not these guys. Save the headache.
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.