*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.*
8939 S Sepulveda Blvd #102
Los Angeles, California 90045
I can't thank Harris Tax & Financial Solutions enough for their fast and effective help. After weeks of getting no response from the state for help, with no returned calls or replies to my written requests. Trish and her team stepped in and got my corporation reinstated in less than three days. Their professionalism, persistence, and ability to get results were exactly what I needed. Their team actual does what they say what they will do and deliver. I highly recommend!!!
Trish helped our company get back into compliance with its income tax filings, and ultimately providing expedited FTB Revivor assistance to restore it back to ACTIVE status. She always answered questions and got things done by the dates she would give us. She did a great job, I highly recommend her
Working with Trish Harris was hands down the best customer experience of my 61 years! I had a huge tax debt acquired through a huge mess with my ex that Trish helped me resolve in a way that produced the best possible outcome I could ever have hoped for. She is extremely knowledgeable about tax matters and is exceptionally good at conveying the information to you in a way that is clear and understandable. While her professional attributes set her far above the rest of the field, it's actually her personal a
Harris Tax and Financial Service is a remarkable financial firm with the consumer's best interest at heart. Trish went above and beyond with our specific case providing options with the most favorable outcomes. Trish's knowledge and professionalism far exceeded our high expectations and her integrity was paramount. Trish was consistent, concise, and fully transparent in calculating estimated taxes and providing an explanation for further understanding. We have found someone honest, and trustworthy whose yea
I am a real estate agent and represented sellers who ran into suspended status in their LLC. They had tried very hard to work with Franchise tax board. After many calls in many days and confusing instructions from FTB, the progress was very limited. The closing of the transaction was thus delayed. After I located Trish's service, she got the issues resolved within 4 days with what she promised at the very beginning. I highly recommended her service especially for the certificate of revivor for suspended LLC
Trish prepared two years of tax returns for me this summer. She was not only a pleasure to work with, but her professionalism shows in her specified knowledge of taxes, the effectiveness of her communication skills, and her consideration of time sensitive issues. There is no hesitation to hire her again.
This firm took care of our taxes for the 2022 tax season. It was a fantastic experience! Trish was VERY responsive and always available via phone or email. She is thorough and a dedicated professional. We will be using her services year after year. Thank you, Trish!
I can't even begin to express how amazing it was working with Trish this year for my personal and business taxes. The whole communication process was smooth from start to finish. I really enjoyed the online portal where I could upload all my tax files which was accessible to both Trish and I. It really streamlined the process and it was very organized. Trish answered all my questions in a timely manner and I will definitely use her again and refer her to my family & friends. Thank you Trish!
Excellent...Excellent..Excellent!!! I had an issue with one of my businesses and needed an attorney to fix it (I tried to do it myself but hell... I got tired and decided to get a professional lol). I spoke with Trish, she explained the process, I paid and the issue was resolved in literally 48 hours! Thank you Trish for getting my issue resolved in an efficient manner! I wish I had called earlier!
Trish Harris helped reactivate a LLC that was not used in years, and made a rather convoluted process into a series of clear and simple steps that led to reactivation within a few weeks. Highly recommend!
My experience with Harris Tax and Financial Solutions for the first time this year was wonderful! Trish is extremely prompt, thorough and well versed in her practice. I highly recommend her!
Trish will fight for you!!! I was getting audited for 2 years and the auditor was aggressive, stubborn and nearly impossible to deal with. Trish handled everything and fought every line of my tax returns for me. She was the consummate professional and there is no way I could have gotten through it without her. When the IRS was asking for over $60,000 (due partly to a clerical error on the IRS's side), she got it down to $1,700. I couldn't be happier with her service and hope I never have to use her again. H
Trish Harris has done my tax filings for 2016 and 2017, and is very knowledgeable and up to date on the changing tax laws. Trish makes herself available to answer any questions or tax concerns you may encounter. I highly recommend Harris Tax & Financial Solutions.
Excellence!!! Trish is a consummate professional. She took me on at crunch time and delivered beyond my expectations. I would highly recommend using Trish Harris!
Trish has been doing my complex taxes for a number of years now. She is always very professional, informative and dedicated to her clients. Each year I send her a PDF of all of my documents and within 2 days, they are filed. She's a wonder!
I needed to put an LLC back into good standing with the FTB. Trish was both extremely knowledgeable and professional from the first call. She was able to act quickly and play quarterback to get everything back into compliance. Will use her services in the future and would highly recommend to someone needing a tax pro in California for your LLC.
This is our second year getting our taxes does with Harris Tax & Financial Solutions. Trish is extremely dependable, prompt and professional. We left our appointment with all of our questions answered. She took the time to explain everything to us so that we understood.
Outstanding professional service. Very clear communication. Simple sharing of documentation using standard professional secure tools. I gave Ms. Harris a time sensitive mess she quickly unraveled and executed a complete solution that impacted my business. Very highly recommended.
Trish did a fantastic job working on a tax and financial solution for my business. Her expertise and professionalism is unmatched and I am so appreciative to her for her services!
Trish was great. She responded quickly and got the job done very quickly. I will be sure to use her again if any issues arise.
Very knowledgeable and did a great job all across the board.
I had tens of thousands of dollars of delinquent taxes and the IRS was relentless in their pursuit of payment. I had had three bad experiences with firms that were not capable or qualified to represent me. I found Harris Tax and financial solutions by searching for a tax specialist that had experience with the IRS and knew how to file an ?Offer and Compromise?. Harris tax and financial solutions understood what to do. I quickly began to feel progress was being made. Bank levies and liens stopped. Soon, corr
Mrs. Harris is very well versed in her area of expertise. However, if she considers you wasting her time she will speak down to her clients, make derogatory statements about the situation a client has found themselves in and in my case described my attempt to bring my concerns to her attention she stated that I have been "regurgitating" my thoughts to her for over five minutes. I will be pursuing formal complaints against Harris Tax & Financial Solutions in hopes Mrs. Harris won't have an opportunity to be
I came to HarrisTax for a last minute need. Trish is responsive, detail-oriented and accurate. She gives clear communication and timely service. Highly recommended.
I very highly recommend Harris Tax & Financial Solutions. Ms. Harris handled the development of returns related to my deceased parent's estate. She is thorough, efficient, timely, organized and very accommodating. A pleasure to work with!
Harris Tax provided me with excellent tax services which including tax filings and guidance on how to maneuver through a very complicated tax system. I appreciated the professionalism, proactive approach and superb quality. I highly recommend Harris Tax & Financial Solutions.
Being a business owner can have it's challenge but I've had such relief and piece of mind with Trish's help. Paperwork, meeting deadlines short notice and answering all of my questions along the way.
This is a top of the line company they took care of there business and they stand by their word so if your looking for someone to help your circumstances out this company is the one for you our corporation is now back up and running and we owe a big thanks to Trisha for an outstanding Job and for taking care of us Thank you an God Bless
Trish is absolutely the best. We searched for a long time for someone to steer us through all of our issues. We won't be looking anymmore
Trish skills are superb Achieve all my issues in a timely manner and professional service Highly recommend her service to anyone with complicated tax endeavors
I recommend her services to you for the obvious reason and more? on top of being wise she is professional and will return your call if she is not able to answer it right away and I genuinely appreciate her attention to the service experience. Thank you very much.
Extremely professional really fast service would be back for anything tax related
great tax and financial service, very professional and competent, any time again !
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.