*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.*
550 W B St 4th Floor Ste 404
San Diego, California 92101
I?ve been privileged to work with Bryant at Launch CPA for some time now, and to say that he has been a game-changer for both my business and personal financial affairs would be an understatement. Bryant?s approach to accounting is unparalleled; he dives deep into the intricacies of the books, ensuring that every penny is accounted for and that my business remains compliant with all tax regulations. When it comes to business taxes, Bryant exhibits an exemplary knowledge and understanding of the complex tax
Bryant and his team have spent the time required to fully understand the unique complexities of our business financials and have worked to create a process that simplifies the monthly reporting to our clients. He and the team are very dedicated to make sure they communicate, listen, and do the work to implement the best solution possible in each case. Bryant provides his expertise and suggestions to help grow your business. It's been a great experience working with Launch CPA the last 3 months, and I look f
Highly recommend working with Bryant and his team! He was very helpful as we set up our company for the first year -- both with taxes, getting our books set up, and also all the filings we needed to do in all the states. I appreciated how much he was a "learn by doing" type of partner. I like getting into the details of our books and metrics, and Bryant was adaptive and listened to our needs and helped us set up the type of system that makes the most sense for our business. Highly recommend him for anyone o
Couldn't be happier with the services and support we got. We've worked with Bryant and the team for the past 2 years and have had an amazing experience. Bryant was incredibly responsive, helped us get our accounting functions set up, and was always looking out for us to make sure we were on top of our financial and reporting requirements. Fantastic team to help any early stage company scale up and have by your side as you're making tough decisions or raising a round.
Bryant has been a godsend, literally. He is currently helping us with all our accounting needs and we hope to have a long lasting relationship with him. We are a startup company and made many, MANY beginner errors! So far Bryant has been patient, supportive and knowledgeable with all our needs. He is wonderfully communicative and resourceful, and I am impressed with his ability to jump in and tackle the mountain of accounting work and myriad problems we presented to him. My only regret is not hiring him mon
Bryant and his team are incredible. He has not only helped us with everything on the financial side of our business, but has become an amazing general partner for our team. They are a group you can trust, which is one of the most important things when you?re starting a company. I can?t recommend them enough.
I have been a longtime happy client of Launch CPA for many years both as a business and as an individual. Bryant goes above and beyond to serve his clients, and on many occasions has spotted tax savings that other accountants missed. He's attentive, hardworking and really cares about getting the best outcome possible for his clients. I cannot recommend Launch CPA enough!
Bryant is organized, extremely responsive (!!) and passionate about what he does for solopreneurs, smbs and large companies alike. I previously utilized a firm out of state that did a good enough job, but I was looking for a relationship that would help me learn more about my financial health and how to grow my business with that understanding. I've been with Launch CPA for just a handful of months thus far and it's already paying dividends. Oh, and he's also just a genuine guy! Highly recommend.
This is a great company. They have helped both my family and I with taxes, year end expense accounting and bill payments. They also performed a detailed audit of all of the financials of my father's business when he passed. They were able to explain and recognize all the financial details that needed to by addressed. Bryant has been the main person I have interfaced with and he is prompt and always on top of the details of my business financials. I am able to get ahold of him at anytime and he always answer
Bryant is a consummate professional. He's thoughtful and careful, and goes out of his way to get the best results possible for his clients. He's the best CPA I've ever worked with, 5 stars!
Bryant and his team are utmost professionals. Not only do they have a firm grasp of all things accounting, their consultative approach allows for cost savings and growth avenues that I had not seen. I highly recommend Launch CPA for business accounting & consulting.
Bryant and his team took the time to understand my very specific tax situation and worked closely with me through the weeks to plan the best way to prepare my tax return. They took the time to carefully follow up and make sure everything went well. I really appreciate their professionalism and help through all of this!
Ive had a great experience with Bryant and his team this year. They've been kind, but more importantly very knowledgable. I also apreciate their timely responsiveness. I look forward to (and feel safe) working with them furthermore.
Don't hesitate. Call Bryant. He always provides peace of mind, sound judgement, and advice I trust. Bryant and his team will exceed your expectations.
Bryant was very helpful in guiding me through the several obstacles most small businesses deal with. Extremely communicative and his expertise helped me navigate through my individual and business taxes.
I saw Brian on Upwork looking for offshore tax prepares. He outsources his tax preparation to India and Philippines. That's why their rates are cheap. Tax clients should be informed of this practice!
So far all interactions have been positive. They provide timely responses to email queries, and we meet up once a month top review the books and get any more detailed issues worked out. Really appreciate have a knowledgeable resource to help guide our company in the early stages of founding and growth. The price is competitive for the services offered.
Bryant is great to work with. He?s not just an Accountant but a great Partner who will look out for your best interest.
Launch CPA goes above and beyond service. From Accounting to Taxes they are reliable and are a trusted source. Solved Engineering Inc. endorses LaunchCPA
They are great! I had a gentleman sit on the phone with me for 30 minutes answering all my questions about my taxes. I feel like I got a free consultation/class on taxes. Thank you guys!
The cult!! Thank you for the info you shared in the live call!
awesome call to trading fraternity
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.