*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.*
4020 Moorpark Ave #109
San Jose, California 95117
I have known Julia since she started her business many years ago, and I have consistently relied on her expertise and services for all my financial and tax-related needs. She is extremely knowledgeable and always prompt in responding to my emails and calls, which I truly appreciate. Julia also manages the taxes for our own business. She is a dedicated CPA who keeps us informed about any changes in tax laws, new regulations, or upcoming deadlines that we might otherwise overlook. Her proactive approach and a
I would like to share my overall positive experience with Julia Brown who has been reliably preparing my tax returns over multiple years. Julia is great and easy to work with. She follows clear processes and expresses exact requests from her side to fulfill her specific tax tasks. She always offers very quick communication respectively feedback on any client questions. The tax documents are prepared at high precision and with on-time delivery. To summarize I can more than recommend Julia as a highly profe
Julia has provided her CPA services to us for more than 10 years. I am very happy with her service. She always tries to think ahead and provides customized professional advice to me. I feel she knows my situation better than I do, and I can totally rely on her. She is also super nice whenever I need her help. I am truly grateful to have her as my CPA.
Julia is an expert for everything about tax. me and my family rely on her for years. She is the most professional CPA I had experience with. For questions other CPAs confuse us, She can explain in great detail yet still can be easily understandable. I can always trust her on her knowledge. I recommend her to those who need professional CPA support
Julia has helped me with preparing tax returns for my small business and for my personal use for over ten years. I am very satisfied with her service because she always responds to my questions quickly and provides thorough explanations. I will continue doing business with her and would recommend her to anyone seeking excellent CPA services. Julia, you are the best!
When tax season comes, many people are stressed out during their busy schedule, but we never worry about it. Julia has been providing tax service to us for more than 10 years. We have never been disappointed. She always finishes our taxes on time and is very thorough. I highly recommend her service.
CPA Julia Brown has been my tax accountant for a number of years. She is extremely knowledgeable and stays on top of ever changing tax codes. No matter how busy she is, she finds the time to promptly answer any questions her clients may have. Simply put, Julia is fantastic at what she does. I would highly recommend her to anyone looking for an experienced, professional & skilled CPA!
Julia Brown is a very good CPA that I have ever met. She is not just responsible and professional, but also a reliable and nice person. I have been satisfied with her tax service for more than ten years. I will definitely continue to work with her in the future.
I?ve been working with Julia for several years now, and I can confidently say that her expertise and dedication have been invaluable. Every tax season, she takes the time to explain everything in detail, ensuring I understand all my options and maximizing my returns. Her attention to detail and proactive approach mean I never have to worry about missing out on any deductions or facing any unexpected issues. I highly recommend Julia to anyone looking for a knowledgeable and trustworthy CPA. Five stars withou
I highly recommend Julia Brown, CPA. I have hired Julia as my accountant for many years. She consistently demonstrates professionalism in all her work. To me, a good CPA must have the following traits, and Julia greatly exceeds my criteria. I highly recommend her for the following reasons: - Knowledgeable & Professional: Julia is very knowledgeable about tax law and other financial regulations. I always receive in-depth explanations from her for any doubts or questions I have. - Accuracy: Tax-related form
Julia is one of a rare talent among all the CPAs I have used. Not only she is so good with numbers , she works extremely hard , try to give her clients the best advice in saving money and tax. She has handled my very complicated tax return this year very well. I am very grateful for having a great CPA like Julia.
Julia has helped on our accounting and tax for more than 10 years. Her expertise and excellent work ethics always her advantage when we comparing CPAs back in the days we were looking for our CPA partner. After we decided to work with Julia, she never let us down. We are glad we have worked together for so long now and continue to refer our friends to her!!!!
Julia has been handling the payroll, bookkeeping and tax return for my company as well as my personal tax return for years. Her expertise, attention to details and sense of responsiblitiy for her clients' accounting needs are all top-notch. I would highly recommend Julia to anyone who is looking for a CPA!
Julia Brown is a highly professional, rigorous, and responsible CPA. She has been helping us in preparing our taxes for more than 10 years and has never made any mistake. We often hear good feedbacks about her from our friends and colleagues who we have referred to her. Such a dependable and trustworthy CPA is very hard to find, and we would not choose anyone else over her.
We have been with Julia Brown CPA for more than 10 years, we use her services for personal tax return, corporation tax return, LLC tax return, as well as other needs for accounting and business. Julia is very knowledgeable, professional and reliable! It's pleasant working with her.
We have used Julia Brown CPA?s services for almost 10 years. We are very pleased and satisfied with their updated knowledge and related tax laws. The CPA always works hard and efficiently and very responsive on all questions we may have. We will highly recommend Julia Brown CPA for your Financial Tax needs.
I have been using tax filing services of Julia Brown, CPA for the past ten years. During this period, I discovered that Julia Brown is an expert professional, and a competent CPA. She went over all the forms and documents that I submitted to her, asked me for any other information/documentation that was required to complete the job. She completed her job on time, every time. I highly recommend her services to anyone who needs professional CPA help.
Julia is an outstanding accountant who has been assisting me with tax preparation for many years. Her professionalism and impeccable service have consistently exceeded my expectations. She is reliable, knowledgeable, and always ensures that every detail is meticulously handled.
I have worked with Julia for many years, ever since she started her firm. She is professional, polite and always works to get the best outcome for my situation. I highly recommend her to anyone who wants to work with a good CPA
We have been with Julia Brown for more than 10 years for personal tax filing. She works very hard, professional and efficient. She always send her feedback on my questions promptly. We are quite satisfied with her service.
It?s more than serveral years I have been using Julia's accounting services. She is very professional and proactively provided necessary information.I?m extremely happy with her team. She has been my go to people for any accounts related questions. I?d rate her highly on knowledge, communication and professionalism.Hope this helps.
Julia Brown, CPA, has been my company's accountant for almost 10 years. Such a long-term cooperation is possible only due to her excellent expertise, work ethics, and professionalism. We will continue to hire her as our sole accountant in the years to come.
Julia is an exceptionally professional accountant. She is considerate, responsible, and knowledgeable about her profession. I always get all my questions answered promptly. Through my years of working with her, she has always delivered impeccable work without error. She is a wonderful accountant.
Julia Brown is a great CPA. We have relied on her service for years. She is very efficient and professional. We have recommended her to our friends.
Julia has been my CPA for over 5 years. She is a life-saver who pulled me out of the mess from my previous CPA, and everything is clear and simple from then. She is punctual, reliable, and professional.
We worked with Julia for a project. We were very impressed for her professional attitude. It made us very comfortable that she would help us completing the project right without cutting corners. When the project succeeded, there was no faulting tail lingering. It is the most important aspect for anyone or any company.
Julia is a very professional and responsible CPA . She always send her feedback on my questions promptly.I would highly recommend her to anyone looking for an experienced, professional CPA?
We have worked with Julia since we started our business. She is prompt, efficient and clear with her communication. Highly recommend her for her dedication and focus on providing the best outcomes for us tax payers
We have been with Julia for over 10 years. She is really professional, knowledgeable and dependable. Every time we asked her question, she is always polite and answered promptly.
Julia is a very detailed CPA. She is very patient with all the questions and is willing get down to the details and help explain all your queries. Also willing to work with tight deadlines and will always get back to you promptly
Julia Brown is a very professional CPA. She worked on book keeping and payroll for my company for the past 5 years and did an excellent job.
As a CPA of mine for years, Julia is very professional, helping me on preparation of documents. I've recommended her to my friends in need.
I worked with Julia for almost 10 years, I am very happy with her service and she always responds quickly and helps me a lot. I strongly recommend her if you need help on tax returns.
Julia is professional, knowledgeable, and makes managing finances easy. A truly reliable and skilled CPA!
Julia is a very professional and responsible CPA and always takes care of her clients. I use Julia for years.
Julia Brown is a great CPA. I have relied on her service for years, she is very knowledgeable and dependable.
Julia has helped me with my Tax return for 5+ years, she is excellent and organized. Highly recommend!!
Julia Brown is a very considerate , kind, and skilled CPA! She is the most knowledgeable and capable CPA that I know!
Julia Brown was a terrible CPA I had every used. She had mess up some accounting concepts and also did wrong things when she prepared tax returns for my companies.
Extremely efficient, did an amazing job!!! I have been with this firm for many years now and I definitely recommend them.
I appreciate the service she has rendered to me for years, swift and easy to communicate with. She's doing a terrific job.
Very knowledgeable. Gives me great help for many years.
Perfect service, helped me figure out a big mistake on my previous tax report. Without her help, I could be in big trouble.
She provides very professional accounting service, and take care small business and a large business. I use Julia for years.
great reliable aervice
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.