*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.*
1286 University Ave #1025
San Diego, California 92103
Jacqueline at JW Financial was truly a blessing to work with. She handled my taxes and financial situation with so much professionalism, patience, and care. I felt completely supported through the entire process. She's not just an amazing accountant ? she's someone you can really trust with your finances with her expertise, she'll lead you in the right direction. And you too can be stress free! 10/10 I Highly Recommend.
We have partnered with JW Financial for the past couple of years and it is truly a breath of fresh air. The knowledge base that Jackie has is like no other, you are truly in good hands with JW Financial.
Professional, Knowledgeable and all around great company to handle all your Tax needs. I've been working with Jacqueline for many years, she always handles my taxes with care. Her knowledge for business, and accounting is never a question. JW Financial will always have me as a customer!
Jacqueline level of service and education has been instrumental in our business and personal bookkeeping and taxes. She has taught us so much in the short time we bought her in. I'm looking for a lifetime of growing in knowledge. She has definitely resulted in me managing my business smoother.
I love having my own personal tax person, somebody that I'm able to bring my problems and paperwork too and she is great sort it all out for me. Jacqueline is very well knowledged in her profession and always has the best interest for my family and friends. Her professionalism and the ability to expedite my tax concerns are two of her qualities I love the most. I do and would absolutely refer her to my friends and family. With the confidence their expectations and needs will be satisfied.
We've been using Jackie?s services for almost ten years now and that in itself speaks volumes. She does my business bookkeeping and sales tax all year long and at the end of the year she files our corporation taxes and personal taxes. Very professional, thorough and knowledgeable of her craft. Jackie has many accounting talents and we've used her for just about all of them. She's one of San Diego?s best cpa and tax preparer in San Diego county. I recommend her bookeeping and tax services to everyone! We?
I've worked with Jacqueline for 2 years now to take care of my tax needs and couldn't be happier! She listens, provides helpful feedback, and truly cares about her work and clients. I appreciate her candor and have never felt like she wasn't looking out for my best interest. Check her out.
Had a phone consultation with Ms. Jacqueline today. She is super sweet, kind and professional. She also listens. Her prices are very affordable. Her pricing is based from the exact thing her clients need. If the work can be done by the client without her help, she will suggest that. She works with her clients financial situation. I love that she let me ramble on and came up with the best solution for me to move forward. She is very good at explaining. Will be using her services again.
Jackie has been doing my taxes for several years now and I highly recommend her. She makes it a very easy process and is very efficient with collating documents and filing everything on your behalf. And her services are reasonably priced as well.
Jacqueline was GOD SENT to my organization. She was professional and allowed input into revamping the accounting systems with my business. I highly recommend her services for any small or large business matters in accounting, bookkeeping or taxes. She organized 5 years worth of records for us in record time and we are grateful for her services. We will continue using JW Financial as our fiscal agency here at OHL.
This was our first year receiving her services and we are so grateful. She is extremely professional, informative, and her level of expertise is wonderful. I have already recommended her to friends and will continue to be a customer. I can't say enough about how wonderful our experience has been.
My financial situation has changed quite a bit in the last few years and I needed competent tax advice and preparation. Run of the mill companies didn't come close to delving into my financials to find all the deductions I was entitled to. JW Financial is extremely knowledgeable in all aspects of current tax law and they are very professional. I highly recommend this business for both personal and professional tax preparation.
There's not much that needs to be said about JW Financial! If you know you know. I've used the tax services provided for over 5 years now and I'm completely satisfied with how easy she makes the whole process. Everything is handled in the most professional manner and in a timely fashion. The results speak and I'm sure there are many other happy customers. I know who I'll be calling every tax season! #JW Financial ??
JW financial has been my go to for my taxes the last decade if not longer. Services are performed timely and most importantly accurately. I would and have recommended my family and friends to use their services.
Jackie is first class, I'm grateful for her professional guidance and knowledge of an ever-changing business landscape. With her help, I have been able to navigate through challenging times brought on by the pandemic.
Always professional, efficient, reliable and willing to call and check with me during tax season to make sure my taxes are done or offering services. I believe this is a nice personal touch we have gotten away from with all the technology.
Jackie is amazing. Super knowledgeable and very responsive. I appreciate that she took the time to explain everything and answered all my questions in a professional manner. I highly recommend.
I usually don't post reviews but JW Financial is the best. I'm not going any where else to get my taxes done. Thing were simple, straight to the point, & i have been nothing but satisfied each time. Thank you ??
I am all the way in Alabama and JW has prepared my taxes for me the last 3 years! She is very professional and very knowledgeable highly recommended!
A pleasure to work with! Very professional, trustworthy, and knowledgeable. Made process stress and easy.
excellent service. fast and professional. ive been going there for several years. love it!
I am so greatly appreciative for your prompt and unbelievable services Thank you so very much not only would I have been out of pocket for way more money But I wasn't aware of half the things we went over I just want you to know their aren't many honest people around I thank you for everything
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.