*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.*
230 N Maryland Ave #106A
Glendale, California 91206
I had an exceptional experience working with Jilbert. He was incredibly knowledgeable, patient, and truly went above and beyond to help me find the perfect home. His attention to detail, responsiveness, and honest advice made the home-buying process smooth and enjoyable. At the same time, Jilbert made the financing side stress-free. He explained every step clearly, was always available to answer questions, and worked diligently to ensure everything stayed on track for a timely closing. He turned what can o
I recently worked with Jilbert as my real estate and loan broker, and I couldn't be happier with the experience. His expertise and support throughout the home-buying process were invaluable. Jilbert always took the time to explain each step, which made me feel confident and informed. His team was professional and responsive, always ready to assist with questions. I highly recommend Jilbert to anyone looking to buy or sell a home. Thank you, Jilbert, for helping me find my dream home!
I was referred to Jilbert by a friend. Purchasing a property can be overwhelming, but Jilbert made sure I have a smooth journey. He is very helpful and knowledgeable in this field. As a first-time buyer, I had a very good experience with Jilbert guiding me through the process. I would definitely recommend him.
Jilbert is highly recommend. My husband and I know him for years and have great experiences with him. He is really good and knows what to do as a professional agent. He is respectful and patient with clients. He helped us to bought 2 houses and a commercial property, also he is expert to take SBA loan. Our dream came true by his help.
Best Real Estate Broker you can work with. We worked with Jilbert for both properties we purchased over last 4 years and he is always there to help you with all your needs and questions.
Great Broker, we used Jilbert as our broker for our trustee sale we found him online have a call and immediately he gave us an appointment, we came with his team. Went through every single steps and made us completely comfortable to work with him. And I'm glad we did. Great team. On time. Work even after hours if there is any need. Great negotiator. Overall amazing experience. 100% recommended to all people I know. Thank you.
Had an amazing experience with Jilbert and his team. He did great job of handling parallel escrows, selling mine and helping me find the right replacement property. Great work great team, such a professional team. Thank you!
Jilbert helped us buy our first house. He was super caring and was able to walk us through the process professionally. He handled our situation very well and kept us calm by addressing our concerns in detail and explaining everything meticulously. Jilbert was even kind enough to work with us and help us during his New Year?s holidays when we had a couple of emergencies. Thank you, Jilbert!
Thank you very much Jilbert for helping to sell my house. You managed to resolve a lot of problems and get it done. My wife and I really appreciate your efforts. We wish you all the best. Take care.
It was a real pleasure working with Jilbert and Sarineh. They both are professionals and they were with us in our most important financial decisions. The stressful home buying process became the most exciting process for us just because of them. Very responsive and caring. Thanks for the brilliant service.
Working with Jilbert and Sarineh has been an amazingly positive experience. They were supportive and kind, there for me every step of the way throughout the entire process. I know I could completely trust their experience and knowledge. I recommend them without hesitation.
I worked with Jilbert and his team many times and I highly recommend him.He is very experienced and knowledgeable and whoever was referred to him through me left their office happy satisfied.
I bought my house with Jilbert and, Ilooked at quiet a few houses that i was 50/50 on but when I saw the house that I wanted I told him that was it, and I really wanted the house, he worked his magic and made it happen with a GREAT GREAT price that I was even shocked the seller accepted, I couldn't be happier and I would recommend him to everyone I know that's looking to buy properties.
Jilbert and Sarine helped us buy our first home. Very knowledgeable , patient , and honest. very satisfied with their service, and will recommend to my friends and family
Jilbert and his team did an amazing job. Found our first home, got really good deal. Very pleasant experience with his team. Thank you
What a great job working on being excellent at Real estate and making clients feel confident!
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.