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Jeff Huang CPA

Jeff Huang CPA

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Outsourced Accounting
Healthcare
Professional Services
Remote Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Outsourced Accounting
Healthcare
Professional Services
Remote Services

Contact Information

Address

930 Roosevelt #205

Irvine, California 92620

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-6:30PM
Tuesday 10AM-6:30PM
Wednesday 10AM-6:30PM
Thursday 10AM-6:30PM
Friday 10AM-6:30PM
Saturday 10AM-6PM

Customer Reviews

Jef Huang CPA has been my trusted CPA for over 10 years . A previous CPA had created some IRA TAX issues. Jeffs name was given to me as a reputable CPA by a friend . Ever since then he and his office have been my only go to trusted CPA firm .

This is my first time using Jeff's services and I was very impressed. Jeff and his team are very professional and thorough. I had to find a new CPA as my old one retired. Jeff and his team communicate really well and are very knowledgeable. I highly recommend his services.

Jeff's attention to detail is unmatched, and he was able to identify several deductions that I had never even heard of before. Not only did he save me a significant amount of money on my taxes, but he also helped me develop a long-term financial plan that aligned with my personal goals. What I appreciate most about Jeff is his willingness to go above and beyond for his clients. He took the time to answer all of my questions and was always available to offer advice whenever I needed it. His customer service

Jeff Huang CPA firm made the entire process seamless and stress-free. Their proficiency, coupled with a friendly and approachable demeanor, turned what could have been a cumbersome task into a positive and enlightening experience. I am truly grateful for the outstanding service you provided. I wholeheartedly recommend Jeff Huang CPA firm to anyone seeking a skilled and reliable CPA. Their diligence, expertise, and dedication make them an invaluable asset, and I look forward to continuing our professional r

I?ve been a business and personal tax client of Jeff?s for over the past 8 years. He and his team have been nothing but amazing over this time. Their attention to detail and response time is something I value since I have such a fast paced life. The last few years, I have also invested into Jeff?s coaching program where he not only helps me save and optimize my taxes, but gives me an idea of my trajectory of life and where I want it to be. Definitely 5 stars!

Jeff has been really a life saver for me as I try to manage my business. He is thorough, patient, and great about following up when things are missing. He has kept me organized and confident when the tax cycle comes around each year. We use him for both my small business and our personal taxes. Highly recommend!

I would like to thank Jeff and his team, they are very friendly with great people skills. Jeff helped me with my rental property, stock and small business account for more than 5 years. Last year I made some mistakes about my business account, he helped me solve my tax problem very fast, I really appreciate his help. If your family or organization is experiencing accounting problems, he will make every effort to assist you in getting on the right track.

I?ve been a client of Jeff Huang since I moved to California from Illinois. His office has grown tremendously but he?s still very personable and reachable and patient. I?ve stuck with him as my businesses have grown and he?s a great mind to bounce ideas off of when it comes to growth and expansion of a business. Highly recommend

I have been working with Jeff for years, he is very methodical in how he assists clients, honest and professional, and he always takes care of his clients. It's been a wonderful experience working with him.

Jeff Huang is absolutely the best! He really listens to your needs and answers all questions confidently and intelligently! I wouldn't use anyone else! Awesome CPA!

Have worked with Jeff for two years and highly recommend his services! Very professional. Good quality and value.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.