*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.*
14517 Victory Blvd
Van Nuys, California 91411
Absolutely the worst possible experience. They screwed up my tax return and now I have to file a correction. I told them about and they said that it would take 3 months, contacted the IRS and found out they lied. There are way too many places to file your tax returns, do yourself a favor and go somewhere else. They have no idea what they're doing, and are completely unprofessional. They also tried to convince me it was better to file separately, after extensive research I found out that was a lie. They just
I've been coming to Joaquin for years and I can't imaging allowing anyone else to touch my taxes. He's literally the best. I love his personality, attitude and work style. He makes the process so peaceful, which still blows my mind to this day! I am such a fan.
This is my third time coming. My income tax was prepared fast in no time. It was a busy place, a bit crowded, and there were 4 people ahead of me. I waited patiently (in my car) for almost two hours, but she was done within 7 minutes. I'm satisfied. Until next year!
Their service is a unmatched. I being their customer for the last 10, years. I refused to go to anyone other than, L & L. Luis, treats you like family, always looking out for the customer and takes the time to make sure I understand my needs.
People please don't waist you money and time on these people....... very bad coustomer service not professional Carols Sanchez took a money from and he didn't even do anything for he can't even talk and he only good ask for money
Respectful, straightforward,fast,good service.
(Translated by Google) I've been a client here for 25 years. I love Zoila's attention and knowledge when it comes to filing my taxes. She always helps me get the most out of my refund. I highly recommend filing your taxes here. (Original) Por 25 a?os he sido clienta de este lugar. Me gusta la atenci?n y el conocimiento de Zoila al hacer mis taxes. Siempre me ayuda a recibir el m?ximo en mi reembolso. Recomiendo vayan a hacer sus taxes aqui.
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.