*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.*
3130 Fifth Ave Suites 5-6
San Diego, California 92103
Jennifer is my CPA and did a wonderful job preparing our taxes. She saved us much more money on our refund than previous CPAs we have worked with. She educated my husband and I on various ways we can mitigate taxes, and save money. I appreciated her thoroughness and all her follow up questions to ensure that our taxes were completed correctly and thoroughly. Thank you for all of your hard work, Jennifer!
Jennifer has been my CPA for several years handling both my individual accounting and the accounting for a family trust asset LLC. I have the upmost confidence in her expertise. Everything is handled with accuracy, expediency and efficiency. I no longer live in California so everything is handled electronically and the tax dome is so easy to navigate. I highly recommend her !
Jennifer is an excellent CPA and has helped us immensely with both our personal and business accounting and tax preparation. She is accessible, understanding and her client portal system assists us in quickly getting her documents. I would highly recommend Jennifer for all your accounting needs.
Jennifer has been my CPA for two years, and I sincerely hope she never retires ;)
Jennifer has been our tax accountant since the inception of our Trust in 1998. She helped us navigate the initial estate return and all the continuing craziness involved with rental properties including sales and partnerships. Jennifer has always been knowledgeable, helpful, and patient. I feel comfortable with her security measures in this electronic age and recommend her to anyone who wants reliable personal service.
Jennifer Thomas, CPA, was recommended to us by a trusted friend. She was awesome. She gave us solid advice when preparing to sell and buy a home. She also did a great job preparing our tax records last year.
Jennifer G Thomas has been my accountant for quite a few years handling our corporation, family trust, & personal taxes. Whether you are looking for a business or personal tax accountant I cannot say enough positive things about her. She is very professional, knowledgeable, honest, and performs the work in a timely manner. She get ten stars from me.
Jennifer has helped me with my new mobile dog grooming business and really cares about getting all the necessary information to best serve you and helps you plan ahead for upcoming years! She is awesome at weighing out the pros and cons and pointing you in the right direction.. She?s also very good at checking in with her clients and staying current.. love the service she provides and her attention to detail!!
Jennifer Thomas, CPA is efficient, responsive and has been a pleasure to work with. She prepared my personal and corp taxes in a timely manner, answered all my questions while correcting (my previous CPA of many years) a previous return. I happily and proudly tell everyone that I am a raving fan of my CPA, Jennifer G Thomas.
I?ve worked with Ms Thomas for years. My tax situation is quite complicated and extensive. I have never had to spare a moment to worry, she handles everything efficiently, effectively and most of all professionally. During the very trying times we are all in, Ms Thomas continues to keep my tax matters on track and makes herself available should I have need for her help or advice. I?m very grateful for her steadiness and professionalism. I can highly recommend Ms Thomas.
Fantastic accounting service. I feel like I?m in good hands and they produce a great product for me every year. I?m looking forward to continued business with Jennifer and her team!
We had a lot of information concerning our taxes and inherited monies, also had to file for deceased relative, she did a super job making sure we didn?t pay more than we should and though we thought we have to file extensions she got everything done before that was necessary. Very happy!
This was the best tax professional we have ever had. We had two different returns and both were interstate. The service was great and I would recommend this to all of my friends. I will be using Ms. Thomas for the foreseeable future.
I love everything about jennifer she's always on time to my appointment dose the best job with my salon taxes never have any issues what so ever i defiantly tell all my friends about her... Thank you so much 5 out of 5 stars all the way around
Great service and very knowledgeable. Jennifer was able to a years worth of transactions and get everything in order. I was impressed with the extent she went to get everything perfect.
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.