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Keehn Law Professional Corporation

Keehn Law Professional Corporation

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

701 Palomar Airport Rd #300

Carlsbad, California 92011

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-6PM
Tuesday 8:30AM-6PM
Wednesday 8:30AM-6PM
Thursday 8:30AM-6PM
Friday 8:30AM-6PM
Saturday Closed

Customer Reviews

I contacted Carla to represent me in what turned out to be a very prolonged, contentious probate case involving my mother's estate. From the beginning Carla was understanding, kind, compassionate and professional. She took a personal interest in my situation, always thinking about my mother, who passed away before this case was settled. Through the course of the case Carla always gave 100% to this very complicated civil litigation. She fought vigorously to defend my mother's dying wishes. Carla's hard

Carla is flat out phenomenal. A rare find in an attorney - one who is ultra approachable, always present and responsive, fiercely passionate about her clients plight, and all in. She works tirelessly and is a strategic mastermind. She's brilliant beyond measure, breaks everything down into digestable pieces and concepts, and operates out of pure-integrity. I've never met an attorney so generous with her time and one who is as deeply connected and committed as Carla. She's helped me with two distinct, com

I have worked with many lawyers. Carla Keehn is the best lawyer I have yet to meet in the field. She is highly dedicated to her clients as well as to justice. Carla takes extensive time working with her clients and educating them on the fundamentals of the legal process. Her level of transparency and patience is absolutely exceptional. On top of this, Carla is genuine and perceptive. Her legal guidance is careful, calculated, and meticulous. She is truly a gifted lawyer, and I am blessed to have had her as

I cannot begin to express how grateful I am that I found Carla Keehn. I was dealing with a very difficult situation regarding a trust that my father had left me. My stepmother was the trustee and I was having a difficult time getting a copy of the trust from her. I was scared, frustrated, and angry. I did not want to end up having to sue my stepmother, but I felt this may be the only course of action I had left. Carla was amazing. Not only did she provide sound legal advice, but she went above and beyond wh

Carla was very generous with her time and extremely helpful. She gave us numerous and strategic resources to solve our very complicated legal issue. I would highly recommend her to friends and family. She's great!

Carla provided an elderly friend with the knowledge and attentive service she needed after losing her husband and becoming a victim of elder abuse. Carla was friendly, sincerely cared about my friend's predicament and with her gentle guidance, gave her the confidence to hire a good lawyer. Carla provided details of her legal rights under the probate code, and wrote a strong letter demanding attention which gave her peace of mind. Carla is passionate about helping people and we would highly recommend her.

A close family friend recommended Carla Keehn to me because I needed an attorney who specialized in Elder Law to help me with my Uncle. Carla was both responsive and professional. She patiently explained how the guardianship process works and what the responsibilities were. She answered all my questions and concerns thoroughly. The legal advice she provided gave my family closure to a very stressful situation. I would definitely recommend Keehn Law to my friends and family. Thank you Carla.

Carla is the absolute best. She took on my case (HOA violated my privacy) when 12 other lawyers wouldn't! Carla always will call AND email you to make sure you are always up to date on your case. She works hard to get your voice heard and you can tell she really cares about you. I fully recommend her and have a few times already!

I have a financial planning practice in Orange County and have had difficulty finding a responsive and experienced elder care attorney. Unfortunately, I was faced with a senior abuse scenario within my own circle of friends. After much searching, I found Carla. She was able to confirm we were on the right path and she gave me plenty of her time to answer questions. She cares about your results! Once you talk or meet with her, you will know what I mean.

Carla at Keehn Law gave me great professional advice in dealing with a difficult situation with my Grandfather. She got on the phone the same day I contacted her. I highly recommend Keehn Law Group!

Would highly recommend! After hearing my case, she wasn't able to take it on but she did some research on my behalf to find someone who could help me. I was so grateful, it's not everyday that an attorney who you aren't paying will take the time to make sure that you are taken care of. She even spoke to them first inorder to confirm that they could help me

I couldn't be happier at the response I received at Keehn Law. Not only do they know the law, but were so kind and patient in explaining the why's and why not's. I received a response immediately and because our issue was complex, they researched all avenues and angles to give me the best options. Can't rate them high enough!!!

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.