*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.*
1301 Dove St #960
Newport Beach, California 92660
Omid Shirazi is awesome attorney. He always communicates with me on time and remembers every detail. I appreciate all of the help he has given me with my frustrating tax situation. He is easily the person to go to in orange county.
Omid really went above and beyond in helping me handle a business issue I had. He was very approachable over the phone and was able to schedule me quickly for a meeting at his office. In person, Omid answered all of my questions and put my worries at ease. He really has your best interests in mind and I greatly appreciate his efforts. His tax background was also a big plus in helping me manage my business issue. I would highly recommend Omid if you have a tax related issue.
K&S Law Group are the tax experts! Attorney Shirazi is a great, out of the box thinker!
There is a tendency to bury your head in the sand when it comes to dealing with this IRS. Not because you don't want to meet your civic or maybe even your moral obligations, but because most communication with this organization is so daunting, so pressure packed and so frightening that it seems to cause paralysis. Not to mention the fact that you're made to feel as though you're trying to get away with something, which makes you feel like a piece of s**t. I had tried for years to appease the IRS by trying
In 2016 I was in a world of tax turmoil. Not sleeping, constantly worried, when would the lien might occur or when was the garnishment hammer was going to drop. Then it happened. I don't know what you would do when a IRS Agent knocks at your door, but for me it was polarizing. I didn't have a clue what to do. Luckily, I wasn't home. The agent did have the courtesy to call me while she was standing at front door and sarcastically asked me for a check. What a jerky thing to do. I was given Omid's number from
Mr. Omid Shirazi and his team are the best in the game! They invest all their energy and time to ensure their clients are happy and satisfied. You won't regret choosing them!!
Incredible work by Omid, he is so up to date on the tax laws! He knows how to handle the IRS because he used to work for them. What an advantage!
Omid 's prices are fair and i like working with Omid because he communicates well and does everything in his power to accommodate my individual needs.
Omid Shirazi is an incredible and ethical attorney. He has helped me so much and I highly recommend him!
Best Tax Attorney in Orange County! He knows what he's talking about and has the best customer service.
I feel very confident after consulting about my my employer. Outstanding service and very knowledgeable. I would definitely recommend.
I was in need of a tax lawyer and went to K And S for help. They were very professional, knowledgeable and approachable.
Best tax lawyer in Orange County! Up to date on laws
Faced a legal challenge with employer and recieved favorable outcome. Would recommend.
Above and beyond expectations. Omid takes care of you.
The perfect attorney for business counsel.
Best FBAR services!!!
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.