*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.*
4100 W Alameda Ave Suite 387
Burbank, California 91505
Our company has used JMH & Associates for the past five years and continue to enjoy the courtesy and promptness in handling our needs. To date, we have collected a hundred percent on our accounts. We truly feel they are the best in the business and do not hesitate in recommending them to anyone.
JMH is the go-to for collection services. Jeff is persistent and punctual. While the circumstances surrounding having to employ a collection agent are usually less than ideal, Jeff and his team definitely make the process as painless as possible.
Our company has used Jeff's agency for collections for several years now and we are totally satisfied with his results. We would recommend his agency for all debt collections as well as other functions his office offers. Way to Go Jeff, for all your great work
This is the 3rd agency I have tried. It was a "one last try" decision. Collections were slow but steady. Both accounts turned over to JMH & Associates have been resolved & closed. It is the only place i will use going forward & I recommend them to all clients that ask for a collector referral.
For many years, we have relied on JMH Associates to assist us in successfully navigating the challenges of Collection Negotiations. JMH has consistently kept our business on track and helped us to maintain our integrity. At the same time, JMH has also provided instruction in best practices for avoiding future collection difficulties.
I hired Jeff to collect on a few professionals who had not paid me despite many personal efforts. Jeff was nearly 100% successful and sent me a check very soon after receiving the unpaid money!
This company has helped us out with collections for our business account and resolved some very problematic client issues. Jeff Taylor in particular has provided above and beyond customer service.
I was having a very hard time collecting a very old invoice. These guys took care of it right away. I never should have waited so long to contact them.
Very professional and very thorough in handling sensitive matters. Great with follow up and communication. I definitely recommend them without hesitation.
All I can say is, AMAZING! This company shows you results! They have collected large owed amounts for me with great efficiency!
JMH & Associates where very efficient and fast at getting our money. Highly recommend them!
Jeff Taylor is very friendly and professional glad to have used his services.
horrible customer service. I called to ask about a collection. He asked a question about the case. As soon as I started to speak : He said "I am not interested to hear anything" and he hung up wow - horrible
Very thankful to JMH for the care and support received on collections, definitely would recommend
Jeff was quick and efficient!
Excellent service and customer service!
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.