*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.*
1255 W Shaw Ave Suite 101
Fresno, California 93711
Frank helped me out tremendously! If you've ever tried to deal with the IRS yourself, you know it's impossible. Impossible to even get someone on the phone. I contacted Mr. Huerta and he had all my tax information from the last 10 years within a week, something I had been trying to get for over a year. He was professional, upfront and honest, told me it wouldn't happen over night but he'd help me. And it took a while because it's the government, but he was able to fix the problem that had been hanging over
Let me begin by stating that Mr. Huerta is amazing. He is knowledgeable, patient, efficient and very highly skilled. He looked into my problem as I had been being gouged for thousands by a Tax Service that was based in L.A. and he was able to help me with my tax situation and was able to provide me with information to help me discontinue being fleeced by the other company. I just wish I had contacted Mr. Huerta much, much sooner. I am very appreciative of his services and I strongly recommend anyone wit
Very professional. We got a letter in the mail for a subpoena for our business. I called many lawyers here in Fresno. No call backs and then I found Mr. Frank Huerta's website. I filled out the online inquiry. He gave me a call and Mr. Huerta got it done that same day! Couldn't be more thankful!!
Frank is one of the best attorneys I have met. He is very knowledgeable and truly cares about his clients. He worked on my problem with the IRS and has helped me resolve much of it. I would recommend Frank anytime.
Frank has personally helped me with my matter. He is knowledgeable and very experienced. Frank made the experience very seamless and an agreement was reached rather quickly. I would highly recommend Frank's services to anyone in need of tax assistance or dealing with the IRS.
Was looking for an attorney to make a living Trust for my mother I came across Frank booked an appointment and everything went smoothly. My mother has peace of mind now. Thank you.
In October 2018, as I went before the US Tax Court in Fresno as a Pro se petitioner, Frank Huerta was made available to me as an advocate to help me discuss my case with the IRS General Counsel attorney who was very aggressive. Frank stood up for me as a Pro se petitioner, woman and very nervous first timer in Tax Court. He was able to verbally shore up my case, poke holes in the IRS attorneys case and gave me much needed confidence to stand before the court and present my case. I felt like I had someone o
I called Frank during the pandemic and he made himself immediately available to me and answered all of my questions even though I wasn't a current client and he didn't even know me. He took the time to listen to me and was very thorough in helping me. Just the fact alone that he responded to a non-client so quickly during a time where it's hard to get anybody to answer their phone speaks volumes! I was very impressed and grateful.
Oftentimes emotions are high when dealing with an estate after the death of a loved one, and I've learned that when it comes to money, it tends to bring out the absolute worst in people. Mr. Huerta helped me to understand my rights and how to best proceed with questions to do with a will and beneficiaries of the estate of my long time partner. Mr. Huerta was level headed, a good listener, and gave sound advice to help towards closure of a painful situation. He comes highly recommended.
Spoke to this attorney on the phone several months ago during the Covid peak in regards to a tax issue that a limited English friend was having. He stated that he had handled a number of similar cases. I felt that this was the place to bring her problems when it was right for a visit. His ad states "Free Consultation". I recently sent an email to continue our conversation face-to-face. It took a little over a week before it was answered. In his email response he provided his hourly fees ($900 to write
Frank took the time to answer all our questions over the phone prior to seeing him. He even met us at the hospital for my dad to sign the estate planning documents. We are very pleased with his work!
If we could give more stars to Mr. Huerta Jr. we would! He was not only very helpful and informative, but he made me and my husband feel very confident and relieved about our case and questions. Very profesional and great service.
Frank Huerta is an absolute Professional. I highly recommend his services for all your legal needs no matter how large or small.
Frank is a great lawyer! He's very sharp, thorough, and he did an excellent job in helping me through all my business related legal matters.
Frank was awesome and took care of business! Def recommends this guy. Real good and smart attorney. Thanks Frank. You did great.
Attorney Frank Huerta Jr. was very informative and helpful finding a resolution I highly recommend him for all of your attorney needs.
Frank was very professional and knowledgeable. Highly recommend.
Professional. Prompt. Knowledgable. A+.
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.