*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.*
2100 Geng Rd Suite 210
Palo Alto, California 94303
My husband and I recently worked with Andrew on a complex foreign asset reporting matter that required specialized expertise. He demonstrated deep technical knowledge and offered valuable, experience-based insights. He was a careful listener ? analytical and concise in his approach ? and a pleasure to work with. I appreciated that he personally responded to calls and emails. He has earned our trust, and we highly recommend him to anyone in need of skilled assistance with foreign asset reporting.
I hired Andrew to help address FBAR concerns after a reassuring initial consultation with him. Andrew's knowledge of the subject matter and framework for resolution made working with him very straightforward and helped alleviate personal stress brought on by these concerns. I felt that Andrew was always asking the right questions and really understood my situation. I am satisfied with his work and would recommend Andrew to anyone facing stress from similar concerns.
From the very first conversation with Andrew, I knew I was in good hands. Andrew?s deep expertise in international tax law was immediately evident, and it gave me confidence that I was speaking with someone who truly understands the complexities of cross-border taxation. Andrew?s ability to explain intricate tax regulations in a clear and practical way and how it applied to my specific situation made the process much less daunting. Thank you so much, Andrew, for your guidance and expertise?it has made all t
From the moment I approached Andrew about helping me with a PFIC reporting issue, I was impressed with his calm yet meticulous professionalism. Even after we identified other potential problems with my previous returns, he took everything in stride, which was immensely reassuring. In addition to diligently preparing and filing amended returns, he did a masterful job of explaining my past mistakes to the IRS. Top-quality work like his is more than worth the price in terms of saving yourself sleepless nights.
Every other firm I reached out to had a sales person as their point of contact. I was looking at $500-1000 just to have in initial consultation to see if they could help me with what I believed to be a delinquent filing of a form 3520 with thiusands of more dollars in fines on the line. Thakfully, Andrew not only personally answered the phone but also gave me the concise answer I was looking for at no cost. This saved me a ton a headache, stress, and money. Would give 6 stars if possible. Definitely recomme
Tax Attorney Andrew L. Jones is one of a kind . I spoke with him on a Sunday (Yes Sunday !) and he answered all of my questions regarding Foreign Inheritance Taxes. Very knowledgeable and very genuine. Thank you again Andrew.
Andrew helped us with a 3520 issue resulting in total elimination of a faulty penalty that we were slapped with. He is a consummate professional with deep knowledge of this issue and a pleasure to work with.
I appreciate your help with this delicate issue and for working on it so efficiently and so fast. It was a really stressful situation but from the very beginning I felt I was in good hands
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.