*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.*
7710 Hazard Center Dr #108
San Diego, California 92108
I am grateful for Eduardo and the exceptional service he provided. From the moment I reached out to him, he was easy to talk to and displayed a calm and mellow demeanor. Eduardo listened attentively to my needs and understood the challenges I was facing. When I requested a business evaluation, he explained the process thoroughly and assured me that he would take care of everything. Despite my financial struggles, Eduardo offered a flexible payment plan without pressuring me, showing great trust and understa
Eddie has been a pleasure to work with. He is responsive, professional, and thorough in his work. His valuation reports have played an instrumental role in getting two business asset sales to the finish line.
I worked with Eduardo as my client's expert witness for a business valuation in divorce litigation. Eduardo was spectacular. Well prepared. Knowledgeable. Prompt. Responsive. Eduardo's experience in teaching makes him an excellent communicator. I strongly recommend Eduardo and his team and look forward to working with him again. Thank you!
I contacted Eduardo to get some guidance and professional advise on how to grow my family's small construction business. Eduardo was very helpful he responded right away and always followed up with us. Eduardo really took his time to dive deep into how the company was doing financially and from there he was able to guide us on how to grow the company. We appreciate Eduardo and all that he does, I would recommend him to anyone looking for business consulting. He also spoke Spanish which is a huge plus as it
Mr.Landeros displayed great courteous professionalism in his services to me. His time estimation for his report was precise. He communicated with excellent proficiency, and overall was able to provide services that were applicable to my current circumstance. I would highly recommend the services of L&A Consulting.
Eddie is an awesome professional. It is always a pleasure to work with him and his team. Highly recommended!!!
L&A Consulting are very professional. Eduardo explained very detailed the business evaluation. I highly recommend them for your business evaluation. I will definitely use their services again.
I hired Eddie at L&A Consulting to perform a business valuation for me. Eddie was very professional and I'm happy with the results, thanks Eddie!
I had a very positive experience with Eduardo. Very professional and the reports got submitted on time. I strongly recommend.
I am extremely happy and pleased with the outcome of their services. I highly recommend them.
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.