*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.*
3435 Overland Ave
Los Angeles, California 90034
An amazing experience, and I am incredibly satisfied with the result! I?ve been looking for an accounting firm to not only handle my taxes, but also help me set up a corporation for my own private company. I Had previously been referred to an accountant from a number of my colleagues. However, There was a number of issues and I decided to continue looking. For a company that was more professional. Luckily for me, it did not take long for me to Find Janice Cho. Janice. as well as her staff at tax wise, wer
(This review is overdue!) I was reluctant to hire a 3rd party without a direct recommendation but Mr. J. Cha, Janice & the whole team were very welcoming and YES they helped me every step of the way from start to a triumphant finish! She worked so diligently (minute details) to not only reduce my bill but to significantly almost zeroing it out (with my case). Hallelujah huge weight off my shoulders!! Do yourself a huge favor and hire them. Thank you.
Filing my tax returns with James and his staff was a pleasant experience. The staff was always warm and welcoming, the team was super responsive by phone or email. James is very knowledgeable about tax laws and explained to me in a way I could understand. I also got a refund that I wasn't expecting. I highly recommend him.
Had a very productive meeting with James and team! I am a freelance designer and he is helping me with incorporation. He was clear about services provided and offered good explanation for any questions that I had. It was simple to book an appointment, and his team is organized and very friendly. He is professional and also candid and nice to talk to!
James and his staff are nothing short of phenomenal! Very friendly and professional but most importantly he knows what he is doing! I have recently started using James within the past 2 years and compared to my old CPA, its a different world. In terms of pricing, definitely worth every penny! What I love most is how accessible he and his staff are to me as a client. They are a great team and I would def recommend them for anyone looking for a CPA!
James and his staff were terrific and exceeded my expectations. Reasons James and his staff are received such a favorable rating are as follows: 1. He actually returned my phone call from my initial contact with James office. That may not sound like a big deal to some, but I was not one of James clients at the time. 2. Professionalism... Once my taxes were complete, James reviewed them with me. His ability to educate me on how to handle my expense transaction and paperwork were refreshing. After my expe
I do not recommend James Cha for filing individual/personal tax returns. As someone who decided to hire a professional instead of doing it myself with TurboTax. I made a horrible mistake. I will admit that James is knowledgeable however the ordeal and their service is abysmal since they only care about your money. They are not first-time friendly. They provide no checklist to make sure you haven't left anything I provided my tax documents to James and his associate Janice stayed in contact with me. After t
A few years ago, the IRS sent me a Notice of Levy to garnish my wages. I entered into James?s office with a mess of paperwork and he took a strategic approach to deal with the IRS. Thanks to James, the crushing burden had been relieved. James is the only tax professional I can trust from now on. Trust is something that was not my objective by working with James but became the cornerstone of my professional relationship with him.
Ok so simply, highly recommended. The office ambience was good with warm hospitality from the staff. But the most important thing to me was efficiency in terms speed, professional knowledge and communication. Took me less than an hour to set up 2 companies after explaining the context and discussing various angles. To those who need help setting up a new business, try James M Cha Company. One improvement point: would be great to explain to the new comers on how to find the office and how to use the elevato
I have been working with James M. Cha, CPA & Company for my personal and business since year 2005. When it comes to dealing with numbers and figures, my priority lays on detail with personalized care and professionalism, and I never have to worry about that with the firm. I can confidently mention that the firm has always been on top of everything and cares about my business matters. The firm not only provide excellent service, but also provide helpful advice. I am so glad I met this firm.
In our recent experience, this firm displayed professionalism and delivered its services efficiently and promptly. Mr. James Cha himself and even his support staff, namely Misses Janice and Elly, are all friendly, communicative, and accommodating. We highly recommend this corporation.
James is a good guy. He is smart, honest, he knows his stuff. He helped me, he worked with me together on this to get the best results for me. Thanks James, I appreciate it. Its hard to find somebody who is with you & not against you, James is on our side.
I had questions pertaining my tax returns. I sent in my questions through the website form and was contacted by Mr.James with quick and prompt response. He guided me through my questions patiently and charged no fees. I highly recommend his services.
Amazing service! Mr. Cha And Janice are very Knowledgeable and Professional on Tax Service. I highly recommend them to friends and businesses for either Personal or Business/Corporation Taxes. Not Only they answer any questions you have but also provide helpful advice.
Mr. Cha and his staff are diligent, smart, and patient. He's been a tremendous asset to our business. I would strongly recommend any business owner looking to improve and streamline his/her tax and accounting situation to contact Mr. Cha. 10/10
I spoke with Mr. Cha about our upcoming taxes and he was incredibly kind and knowledgeable. Highly recommend his services!
HORRIBLE EXPERIENCE. THE WORST CPA. HE DIDN'T FILE MY INCOME TAX ON TIME EVEN THOUGH I WEN TO HIM 2 MONTHS IN ADVANCE PRIOR TO APRIL 15 FILING. HE CAUSED ME TO PAY PENALTY FEE TO THE IRS.
Their cpa job is so professional with detailed explanations too. I understood why I have to pay it and more. I am lucky that I found this kinda cpa!!!
Good service, made the process quick and easy for me
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.