*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.*
23276 S Pointe Dr STE 112
Laguna Hills, California 92653
I have been a customer of Mr. Kohani for over 10 years. Several years ago when Ms. Shirvany joined the firm I have been working with her as well. During all these years, I have been quite pleased with the level of service they provide. I have benefited from the sound financial advice they provide. This along with their timeliness, accuracy and reasonable costs makes them the best tax preparation firm I have worked with.
First and foremost, Kohani & Shirvany possesses an impressive depth of knowledge in the field of accounting. They not only handled my tax preparation seamlessly but also provided invaluable advice on how to optimize my financial situation and reduce my tax liabilities. Their expertise saved me significant money and helped me better understand my financial position. Overall, I wholeheartedly recommend Kohani & Shirvany to anyone in need of top-notch accounting services. They have exceeded my expectations in
My family & I have been coming to Mr. Kohani for all of our tax needs for well over a decade. He & his staff have always been available to help us anytime we needed them and we have been very happy with the level of service we've received. We have been very fortunate to not only have a CPA in Mr. Kohani, but also a dear friend. I would highly recommend him and his staff to anyone that needs their services.
I cannot express enough how pleased I am with exceptional accounting services provided by Kohani & Shirvany from the moment I walked into the office. I felt welcomed and confident that I was in capable hands. Kohani & Shirvany are true professionals, who go above and beyond to ensure their clients financial needs are met with precision and care.
I've been a client of this firm for many years now and I highly recommend them. Mr. Mehdi Kohani is an excellent accountant who handles my taxes. He's extremely professional, knowledgeable, and helpful. What I appreciate the most is his gentle and patient approach, especially when dealing with complex tax issues as a small business owner. Overall, I'm highly satisfied with their services and I'd recommend this firm to anyone who's looking for a reliable and experienced accounting firm.
It had been a pleasure working with Kohani & Shirvany APC for the past 30 years. They are a professional and accurate firm and they have always been on my side whenever I need them for all my accounting needs. Thank you Mr. Kohani for being a longtime friend and support for my business.
I can't appreciate their services more. These guys are the life savers of your business. I am lucky to have Kohani & Shirvany accounting helping me with books and taxes. They are the best I've ever experienced. I recommend this place for anyone who cares about their business. Best customer service ever.
Mr. Kohani and his team are the best. They have been managing my tax returns for personal and business since 1998. They are very caring, detail oriented, and trustworthy.
It's always a wonderful experience working with Kohani & Shirvany APC. We have been doing our company taxes with them for years. Their team is very professional, attentive and quick to resolve all my accounting needs.
I'm very happy with their job and will file my taxes here every year from now. Very professional and reliable. They are always available when you have any concerns or questions. the entire office are very responsible and nice especially Feroza! She always responds my emails right the way.
Worst service I've ever received. Taxes were filed incorrectly, receptionist accused me of lying, then quickly changed her tune to say if she made a mistake she is "sorry" (sarcastically) but offered no solution. In fact, she blatantly told me I should have known the laws myself and they had done their job and there nothing else they can do. Charged me a 1000 for filling my taxes incorrectly, refusing to accept responsibly and hung up on me after refusing to connect me to the accountant. I called back a
Mr. Kohani services has been above and beyond my expectation for our tax services. He continues to provide excellent service in maintaining our financial and tax benefits.
Kohani and Shirvany did an excellent job preparing my personal tax return with speed and accuracy. I would highly recommend anyone to consult with them for tax advice.
I have been using Kohani & Shirvany APC services for years. Their system is quick, intuitive, user friendly, accurate and I trust their security. God bless them.
Mr. Kohani is the more gracious and wonderful human. I would not put my taxes in anyone else's hands. Thank YOU so much.
Working with your organization, Kohani & Shirvany APC, For past approximately 10 years gave us peace of mind. Thank you so much for your hard and great work.
We are very pleased with Mr. Kohani, Ms. Shirvani and their team and would recommend their services to anyone looking for a CPA / Tax preparer.
Very intelligent, professional and reliable, I'm very happy with their job and will file my taxes here every year from now. I filed my personal and company taxes and could not more happier. Thank you.
Highly recommended. They make taxation process super smooth, They provide the best advises to me and my family every year.
They are great group.Mr Kohani is professional and expert beside of kind and respectful. I bet one experience will be permanent.
I am so happy with Kohani group I started with them from 2015 they did a great job thanks ??
Professional and sincere experience! Will definitely be recommending their services in the future.
Just I can say excellent and professional job they always provide with friendly team work. TKX
I have been a client for many years. They are always so responsive and explain to you in detail if you have any questions or concerns.
They?re responsible, focus, professional and friendly. 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.