*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.*
22365 Barton Rd # 201
Grand Terrace, California 92313
Jenero is great!! He?s done my taxes for the past three years and is super knowledgeable. He is very attentive, answers all questions, and makes sure we are satisfied with his service. He really goes above and beyond!
J. Jordan accounting is the best. I have done my taxes with them for years and I have always felt well taken care of. Very good customer service. I don?t know what I would do without Jenero. Thank you for always taking care of me and my family. Have a prosperous New Year!
My wife and I found Jenero by sheer luck dealing with an IRS issue. He is a fantastic tax guy who we is incredibly easy to work with and knows the paperwork. We truly appreciate his services and recommend him highly.
Jenero is a rare accountant whom is highly personable, well organized, and makes taxes just a little more fun. He took me as a new client one week before taxes were due in 2024 and promised he would finish my personal and business taxes on time. And when he delivered, I peppered him with follow up questions on 2025 taxes to which he was very knowledgeable. If you are questioning your tax preparer, I recommend you give Jenero a try!
Total Quality Construction wants to express its gratitude towards J Jordan Accounting, another great year of handling all of our specific needs. Thank you for everything. All the services offered are top notch, would definitely recommend.
Highly recommend Jenero to anyone looking for a reliable and professional accountant. He is knowledgeable, thorough, and always ensures I get the best outcome possible.
Jenero is the guy you need when it comes to taxes!!! I will never ever go to anyone else but him he's phenomenal!!!! Thank you for your amazing services!!!
J. Jordan Accounting has been outstanding with all services tax related. I have been utilizing Jenero's tax services for over fifteen years now and he has provided the most up to date and beneficial information regarding any changes to my financial situation or tax laws over the years.
J. Jordan Accounting is the best. We have had many accountants and tax preparers over the years. However, J. Jordan has been our permanent go to for several years on now, and is here to stay.
I have been a client for several years. Jenero is thorough and professional. He's always quick to respond to your needs.
he has been my tax man for 10 years the best i wouldn't trust no one else with my information, so organized and very professional always explains everything so well.
Being self employed makes tax season extremely stressful and even scary at times but Jenero Jordan made the process easy and smooth! It's nice to have someone there to be so helpful and patient with your questions. I will definitely be working with him again next year!
Overall great service! Jenero made it super easy and simple to do my taxes. Very professional and quick to respond didn?t even have to go into the office all was done via email and phone call! Definitely will be coming back for next years taxes.
Great experience, amazing services, professional, fast, responsive. I highly recommend Mr. Jordan accounting services!
J. Jordan Accounting has done exceptional services the last two years for my corporate taxes, and personal as well. They always answer my questions, and are easy to talk with. I highly recommend them to anyone looking for quality accounting services.
Mr. Jordan was extremely professional and easy to work with. I am glad he helped me.
I loved working with Jordan accounting. He is very knowledgeable, responsive and considered of our need. I don?t feel like a number to him but as a friend that was helping my family. I will recommend him to everyone I know . See you next year ! Thank you
Jenero has created a portal for uploading tax documents and for communicating about the tax return. Once I got the hang of it, it worked great! I appreciate the prompt handling of our tax returns each year!
The best tax man ever !!! Always a good come back . Thank you again !!
Great service and extremely reliable. Would highly recommend your business to family and friends
Always been good thank you. I have a few questions for you for next taxes.
Very helpful. Took time to answer any and all questions. Highly recommend.
Very professional, great customer service, easy to get a hold of overall very satisfied
Jenero was able to help me and very responsive with the whole process. I will continue doing business with him.
I?ve been going to Jordan for many years he?s the best. I 100% recommend him.
Excellent work!!! Give that man a raise!!!!!
Trustworthy Company to do business with, I highly recommend their service, I've been a customer for almost 10 years.
Brilliant tax service.
Always a pleasure.Hes always so friendly and so helpful with any questions i have.
Great service! Jenero is my go-to
Great and fast service. Jenero is great!
Fast, reliable and trust worthy
I have no intention on going with anyone else
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.