*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.*
18333 Dolan Way UNIT 211
Santa Clarita, California 91387
This company is amazing. We are doing business with them for 5+ years and never had any issue with them. Their staff responds very promptly to what ever questions we emailed them. We are a small company and give less business volume to them, but they still serve us very diligently and courteous. Their customer service is amazing. They help in our payroll needs and year tax reporting etc., services. The owner of the company also well takes care of their customers. I really recommend this company for yours an
My company has been in business with HRC since 2010. HRC is prompt to respond every time we need any additional assistance besides regular high quality service. Company staff from top to bottom is extremely professional and efficient. Great value as well. We never had any issues with their service. We've been extremely satisfied with them and would highly recommend others without any hesitation!
Great company, exceptional team with how-can-we-help attitude, wonderful customer service, outstanding results and very accurate process. Just can't say enough on how good HRC is. Highly recommend it to all my colleagues and business peers.
I am thrilled to express my utmost satisfaction and appreciation for the exceptional services provided by Hospitality Resource Center, LLC, located in Santa Clarita, California. The team at this business goes above and beyond in every aspect, consistently demonstrating a level of professionalism, dedication, and expertise that is truly unparalleled. It is an absolute joy to work with them. As a long-standing customer of Hospitality Resource Center, LLC, we have come to rely on their comprehensive range of
Absolute pleasure working with HRC. They always go above and beyond to help us with solutions on any Human Resources or Payroll related matters. Very personable, professional and resourceful the same time. Have been with them for a few years and looking forward to many more years of working together.
I have worked with HRC, it was very pleasant and professional experience. I would highly recommend any businesses to try work with them. I am sure you will be happy with their services.
HRC is the best in the businesses They are professional ,responsive and customer focused They are a 5 star origination
Excellent value and great customer service, very responsive. You can not better service!
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.