Law Offices of Amir S. Sarreshtehdary

Law Offices of Amir S. Sarreshtehdary

Reviews Summary

Amir is consistently praised for his professionalism, responsiveness, and deep expertise in estate planning. Clients highlight his patience, clarity in explaining complex legal terms, and ability to make the process smooth and stress-free. His thoroughness, organization, and friendly demeanor stand out, with many noting his prompt communication and attention to detail. Reviews emphasize his efficiency, fair pricing, and the peace of mind he provides. Highly recommended for trust and estate planning needs.

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Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

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Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

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Contact Information

Address

4040 Civic Center Dr

San Rafael, California 94903

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 10AM-3PM

Customer Reviews

We had a truly positive experience working with Amir S. Sarreshtehdary for our estate planning and the creation of our living trust. From the very beginning, Amir was highly responsive?he reached out to us promptly after our initial inquiry. His professionalism and dedication were evident throughout the process. He maintained clear and consistent communication, keeping us informed at each stage and always making time to respond to our questions. Amir explained each part of the living trust in a straightfo

My wife and I had an excellent experience working with Amir on our estate planning. He was prompt and thorough in his communication, answering all of our numerous questions and making a daunting process much more manageable for us. Overall great to work with and would highly recommend!

We had a fantastic experience working with Amir to create our living trust. He was knowledgeable, professional, and made the entire process smooth and stress-free. His communication was excellent?he kept us informed every step of the way and answered all our questions with clarity and patience. Thanks to Amir, we now have peace of mind knowing everything is properly set up for the future. Highly recommend his services! Arun

I very much appreciated the opportunity to work with Amir to set up a revocable trust. He was very professional, responded immediately, extremely knowledgeable, and easy to work with. The process was quick, very smooth and thorough. I highly recommend him for any aspect of estate planning.

My husband and I had a fantastic experience working with Amir. Amir's expertise and professionalism were evident throughout the trust-creation process. He was extremely patient in explaining complex legal concepts and ensured we understood every step. He made a stressful process feel effortless. His attention to detail and quick turnaround time were impressive. His efficiency was remarkable, and the organized binder he provided is an invaluable resource. We highly recommend his services!!!

We worked with Amir to set up our trust, and the experience was excellent. He is highly organized, punctual, and made the process easy to understand. Amir?s professionalism and approachable demeanor stood out, and we highly recommend his services for trust.

My husband and I recently completed the set up of our revocable trust working with Amir. He is trustworthy, knowledgeable and will warmly answer all of your questions and concerns. He is also super fast & accurate, making the whole process seamless! Can't recommend him enough.

My husband and I recently worked with Amir setting up a trust, and he was extremely professional, efficient, and knowledgeable. He made the process go very smoothly. We highly recommend him.

My wife and I worked with Amir for creating a revocable living trust. The experience was simply great! Amir is extremely responsive and super organized and after a few email exchanges, where he collected the required information and guided us through the process, we met in his office in Berkeley to sign up the paperwork. In summary, it was an effective, painless and pleasant experience thanks to Amir's professionality and super friendly attitude!

Amir is great; knowledgable, experienced, very available and responsive. He's comfortable with ambiguity, and can offer options with easily understandable tradeoffs. Highly recommend working with him!

We needed a trust and will and Amir was referred to us via MetLife. We had a perfect experience! Amir was very knowledgeable, professional, fast and responsive. Signing happened in Palo Alto office which super convenient! Thank you!

We engaged Amir's services to set up a trust with a complex asset structure and a tight deadline. Amir was knowledgeable, organized, and successfully set up the trust within the required timeline. I highly recommend his services to anyone in need of a high-quality estate attorney.

My wife and I had an outstanding experience working with Amir to take care of some long-overdue trust/estate planning. He continues to be our trusted advisor and far exceeds expectations with his prompt responses and professionalism. I highly recommend Amir.

Amir helped my wife and set up a living trust. He was thorough, responsive, easy to work with, and an incredibly friendly guy. Highly recommend.

Amir was a fantastic choice for our estate planning lawyer. He guided us through the process with clarity and patience, ensuring we understood every aspect. His professionalism was top-notch, and he was incredibly easy to communicate with. We especially appreciated his willingness to answer our many questions and his dedication to creating a plan that perfectly fit our needs. We highly recommend Amir to anyone seeking estate planning services.

We had a pleasure of working with Amir in modifying/updating our living trust. We are very satisfied with the level of service provided. Amir is detail oriented who takes time to listen and answer any questions or concern promptly. Amir was really great with email which made it easy for me to stay in touch. Living trust can be very complicated but he guided us throughout the whole processes and simplified it as much as he can. I have been recommending him to some of my friends and family. I would surely wor

My wife and I recently worked with Amir to setup our full estate plan, including wills, directives, etc. and we could not have been happier with the help Amir provided along the way. He's attentive, patiently answered our questions, and helped us think through a few different scenarios we hadn't thought about previously. We highly recommend Amir.

Amir came highly recommended to us and was absolutely wonderful to work with. He was very thorough and patient - he explained everything clearly and was very prompt - he kept us on top of everything and the whole process was a total breeze. We couldn't be happier with the quality of service and ease. We 100% recommend Amir!

I was very impressed with Amir's presence, professionalism and patience. He is extremely knowledgeable and was able to address all my specific needs to develop an estate plan. I feel safe and secure with the plan now in place, and comfortable that I can rely on him for ongoing advice and services as needed. I would highly recommend this attorney to my friends and family.

We had the pleasure of working with Amir on setting up our trust and he was tremendously helpful. He walked us through the process and was very patient in answering our questions and putting our minds at ease. Amir made everything easy for us even through the social distancing requirements. Like others have mentioned he was professional, responsive, and knowledgeable, and we are super happy with the final trust we have. We had a great experience and would recommend Amir to anyone!

Doing estate planning with Amir was easy thanks to his knowledge to answer all of our questions and his responsiveness to have things prepared quickly. So happy that we chose to work with him!

TLDR: Amir is amazingly smart, efficient, and easy to work with. Earlier this year, I worked with him to put together estate documents. I'm honestly impressed with the quality of work, smoothness of the process, and super happy with the results. The way he assembled all materials into a binder with clear instructions along with digital copies of the docs, as well as filing the paperwork with the County of Marin, all these things are super helpful and made the process easy for me. I would definitely work

Amir recently helped us establish our first estate planning documents. Throughout the process he was very responsive and helped clarify various follow-up actions, as we were unfamiliar with the process. We would certainly work with Amir again in the future. We highly recommend Amir to others seeking estate planning services!

Amir helped out our family with setting up a Trust, and his calm and detailed approach made the whole process a breeze. My wife had the good fortune of working with Amir on settling her father's estate, and his guidance and demeanor were invaluable during that difficult time. I recommend Amir without reservation.

We feel very fortunate to have worked with Amir on setting up a trust for our family. He walked us through the process step by step and made it so easy for my husband and I to finish the required paperwork. He is extremely professional, patient and very accessible; was also very knowledgeable on the topic. Any questions we had along the way, no matter how benign, he responded immediately. We recommend him highly and look forward to working with him again in the future.

This is the second time I worked with Amir to update my living will and it went as smooth and efficient as the first time. Amir is incredibly patient, very proactive, a great communicator, and explained the process and updates very well for me. I highly recommend him and indeed recommended him to several of our friends.

Amir was very easy to work with on our Wills & Trusts. He was responsive, comprehensive and helped us understand the process and our options. I would highly recommend him for anyone looking for a lawyer to complete Wills & Trusts

My husband and I worked with Amir to create a will and trust and would highly recommend him for your estate planning. He was responsive and we got an intro call set up right away. Amir is an expert on all things estate and wills and I appreciate that he took the time to explain everything to us as newbies to the process. He made the entire process was smooth and simple. Amir is also just a very kind and thoughtful person which we very much appreciated!

Amir was incredibly professional, kind, and responsive. He went above and beyond while working with us and made the process super painless and simple. Highly recommend Amir!

My wife and I worked with Amir to create a living trust and we could not have been happier with the results! Amir was very patient, as we needed quite a bit of time to review and understand the legal paperwork. He was very kind with his time and answered all of our questions thoroughly. As someone who knows very little to nothing about legal matters, Amir was instrumental in explaining the choices that we were making in simple language and guided us to ensure the best outcomes. Thanks for all the help, Amir

Amir was efficient, super responsive and a pleasure to work with. He supported us through the entire process of setting up our trust and healthcare directive, answered all our questions, and any follows up we had. He was professional and personable. We highly recommend him and will definitely work with him in the future.

We had a great experience working with Amir. We had been delaying our estate planning for a long time and finally we were able to put it together working with Amir. He patiently made time and replied to all of our questions and gave us detail info. He is easy to work with and very personable. Highly recommending him and he would be our first person to reach out to for other legal matters.

Amir helped us with our Will, Trust, etc. Everything estate planning related. He was absolutely fantastic. Very knowledgeable, easy to work with, and did a great job of helping us stay on track. Highly recommend!

I am pleased to provide a positive review for Amir S Sarreshtehdary, who recently helped me with setting up my estate plan. From start to finish, my experience with Amir was excellent, and I highly recommend his services to anyone in need of legal assistance with their estate planning. I recently moved to California from another state. Throughout the entire process, Amir was professional, knowledgeable, and patient in explaining legal concepts to me. He provided detailed information that helped me with my

Recently, Amir established our living trust, displaying exceptional professionalism and generosity with his time. He imparted valuable insights on various legal matters, making the entire process remarkably stress-free and surprisingly swift. Amir, not only an outstanding attorney but also a genuinely compassionate individual, proved to be quite reasonable in his fee structure. We wholeheartedly endorse Amir and offer our highest recommendation. Warm regards, Tony & Aida

Great experience working with Amir to create our Living Trust/Will. He is a great communicator, quick to respond to emails and calls, kind and made the whole process feel simple and streamlined. We are really happy and would recommend him for the job!

Amir responded to my inquiry in less than 10 minutes! We set up a consultation where we discussed my needs. I was able to take care of my affairs in less than a week from when we first made contact. Amir explained all documents throughly and was professional and friendly. His fee is very reasonable. Highly recommend!

It was a pleasure working with Amir on our estate planning & trust administration. Highly recommend Amir.

Amir helped us with our estate planning including a living trust, advanced directive, and more. He was extremely professional, answered all our questions patiently, and explained everything in detail. The overall process was smooth and quick. It was a complete pleasure working with Amir.

We recently worked with Amir and his law office to plan our estate and was please during process. It was very smooth and took about 4weeks from start to done which was mainly due to the time we spent to understand details and decide about our options. Amir was very pursuant, on-time on follow-up, patient in describing the detail, and fair in pricing. Strongly recommended!

We had a great experience working with Amir. He updated a trust for my wife and I. He was clear and concise throughout the whole process, got back to us quickly when we had questions, and charges less than another attorney that was recommended to us. I give him ten stars.

Amir helped me in 2021 with estate planning and creating a living trust. He provided me with a planning worksheet to help me meet my goals and walked me through the process. He is very responsive to emails and great communications. I recently (April 2023) made some updates to my Trust and it was a seamless process. Amir answered all of my questions. Excellent service and I highly recommend working with him.

Working with Amir has been a very smooth and fast experience. He is very knowledgable and answers all our questions and concerns. We are beyond happy we chose Amir and will definitely recommend him to everyone.

This review has been long overdue from my side. We found Amir through my husband's legal insurance provided through his employer. Amir guided my husband and I through the process of setting up a trust, creating a will and executing the whole process to prefection. The process was long drawn primarily beacuse of us procrastinating in getting to it. However Amir was extremely patient and thorough in answering all the questions we had which essentially turned out to be 101 course in estate planning and settin

Amir's thoroughness and precision were exceptional. Despite being pressed for time, witnessing Amir's expertise in action provided us with peace of mind. Thank you, Amir, for your invaluable assistance. It has been an absolute pleasure, and I would engage with you again without hesitation.

Knowledgable & Patience are the two attributes that come to my mind while writing this review for Amir S. Sarreshtehdary Amir explained the entire process in detail before we got started and made sure to gauge if he was well suited for our needs. He first understood what our objectives were and then explained how he can help. Once we started working with Amir, he patiently addressed multiple questions that came along the way. He is very responsive which is what I loved about working with Amir. Estate Plan

My wife and I used Amir?s law firm to help us set up a living trust. Working with Amir was a pleasant experience that we would do again. Amir was professional, easy to reach, responded quickly to questions, and was extremely friendly and knowledgeable. We would highly recommend him.

My partner and I recently finished setting up our living trust, wills and durable powers of attorney with Amir and now have a super professional binder full of completed documents -- a big feat for us as it was an arduous personal process for us to sort out our successor trustee and agent options. Amir was informative, thorough and patient throughout, with expertise in every aspect of the complex documents. He was very accessible to reach and quickly responsive to all our questions. Thank you, Amir, for hel

We have been wanting to set up a Will and Living Trust for many years, and Amir came to give a free talk at our church covering the "how-to's." We reached out to him shortly afterwards, and Amir agreed to put it together for us. He was very flexible and worked with our schedules, meeting with us nearby to talk and then to do the signing and notarizing. He is very knowledgable and answered all our questions along the way. It is a relief to know this is taken care of, and we were grateful that he honored his

We recently set up our living trust and will with Amir, and it was a great experience. We highly recommend Amir. He was patient, timely, and thorough in walking us through the process and answering our questions. He made it easy, including mailing us an organized binder and USB drive with our documents at the end of the process. We are so relieved to have this done and are thankful to Amir for guiding us through this so expertly.

I hired Amir to create my estate plan and am very happy with the results. Amir was prompt, informative and responsive in getting the process started. Although we paid through a legal insurance, he was very flexible about the additional customization needed to make our situation work (e.g. we have non-US-based stakeholders and are also using a 3rd party trust management company). Given our positive experience, we would definitely use his services in the future and would recommend to others.

Amir is extremely responsive and responsible. He answered all our questions and walked us through the entire process patiently. He is also super efficient. We contacted Amir just weeks before our baby due, and Amir got to help us wrap up the entire living trust before the baby is born. He always replied to our emails within several hours. He is very professional in communications and paperwork preparation. I would recommend Amir to my friends.

Amir prepared my trust- he led me through the whole process, asked the questions to ensure all my assets were accounted for, very quickly prepared all the needed documents. He was able to meet me at convenient place for me, very efficiently signed all the documents. He sent the documents well organized in a binder to keep all paperwork together. He provided clear instructions on how to fund my trust. Our discussion provided information regarding the importance of having a trust to avoid probate--ensurin

I normally don't write many reviews but our experience with Amir has been so pleasant and amazing that really wanted to give my feedback. We was very happy with the service and the response that we got from him for doing our Estate Planning. Amir had answered our every single query and provided us with all details to make us understand the legal terms and language in the document. It was a very smooth process with professional help and guidance provided at every step. We highly recommend Amir.

Amir was a delight to work with. We were dreading the process for over 2 years. Amir made the process simple and easy to understand. He patiently answered all our questions. He explained the legal jargon in lay man terms. He kept me on track by following up with me. We are very happy we created our living trust. I wouldn't hesitate recommending Amir to all my family and friends.

We had the pleasure working with Amir on updating our family trust. He was wonderful to work with, made the process very easy and seamless! He was available to answer questions and patient as we made last minute updates. I truly appreciate his thoroughness and professionalism, as well as taking great precautions for when we met for signatures. I would highly recommend Amir!

Amir is thorough, patient and very efficient! Our time was so well spent with him and we were HARD clients to get focused! He helped us through some sticky stuff and made it all easy.

All of the reviews are TRUE! Prior to working with Amir on setting up my trust, I had randomly called him for guidance on an unrelated topic. Of the many attorneys I consulted with, Amir was the only one who actually took the time to listen and offer advice. When it came time to find someone to prepare my own trust, I remembered this about Amir and knew immediately I wanted to work with him. As with my first interaction, Amir was professional, extremely friendly, knowledgeable, patient, and made an other

I worked with Amir to create a living trust. Amir went over and beyond my expectation. He was prompt in responding to all my inquiries. He was able to explain all the legalese effectively and patiently. The entire project went fast without any issues. I would absolutely recommend Amir for estate planning needs.

My wife and I needed to set up our living trust/will and Amir was recommended to us by a family member. Amir was timely and thorough at answering all of our questions and explaining the mechanics of the living trust and will that weren't clear to us before we started the process of prepping everything. We easily found a time to meet him outdoors at his office in San Rafael to sign the documents. Amir is very friendly and easy to work with, we will definitely go back to him with any future needs. We apprecia

Awhile back, Amir helped my wife and I set up a living trust. This is the first time we were doing this, but Amir was helpful, friendly, and patient with us as we worked through the decisions required to put one together. The service was thorough and professional. We would recommend him to others!

Amir did a great job helping us with our estate planning. The thought of tackling this task had stressed me out for years until I finally found Amir to help us out. He took us through everything we needed to know step-by-step, ready for all of our questions. He gave us examples of scenarios to help us make difficult decisions. He was patient as we took our time, though I also really appreciated his reminders and gentle encouragement to keep moving forward. I highly recommend him for estate planning!

My wife and I recently worked with Amir for our Estate Planning and are so thankful that we did. This was a new experience for us, and an important undertaking, so we had a lot of questions. Amir was a wonderful partner, trusted advisor and detailed attorney throughout the process. He answered our questions with patience, was readily available by phone or over email and never rushed us. Amir told us from the beginning that it would be 3-4 weeks to complete and, at three weeks, we met him to review and sign

Amir is a wonderful person. He was efficient yet thorough, making sure my husband and I understood all the steps in the process of setting up our revocable living trust. He took the time to explain details and each document of the trust in simple terms. He is very prompt in communication via both email and verbally. Super quick turnaround on all the steps involved and final product. Made this process a very positive experience. Would highly recommend him.

Amir was excellent. He helped us with our estate planning & living trust. He was diligent and very patient throughout this process. Amir made this process very simple and educational for both of us. I highly recommend his services.

Our family worked recently with Amir and found him extremely knowledgeable and responsive. He addressed all of our questions and concerns throughout the process - and was overall great to work with. The majority of our interactions were virtual and went very smoothly, with us meeting in person to finalize/sign documents. Would highly recommend working with Amir.

Amir helped us with our estate planning and we were extremely pleased with his work! He guided us through the entire process with a lot of patience, answering all of our questions and was very easy to work with. He was quick with his responses and very pleasant to work with! All the positive reviews here are well deserved and I would highly recommend him!

My husband and I just wrapped up our estate planning with Amir. I can't speak enough about how patient he is! Amir was great about following up with us multiple times despite us delaying the process due to other priorities. He was very patient walking us through everything and answering all our questions when we had the chance to refocus our attention on this. He is extremely thorough and knowledgeable. My husband and I both feel fully covered and have full trust in Amir to ensure our affairs will be handle

I had the great pleasure of working with Amir to set up my living trust, and he was wonderful to work with. He walked me through every step of the process and made everything easy and streamlined, leaving me with a great peace of mind. I echo what others have said, Amir was professional, patient, personable, responsive, thorough, and extremely knowledgeable. Amir comes with my highest recommendation.

My partner and I had a trust set up, this was the first time for us both. Amir was a pleasure to work with. He was both patient with our many questions and very thorough. We are confident in the trust he set up, and highly recommend his office.

Amir was very responsive and meticulous in working with my husband and I on our Trust. He was very prompt in responding to all of our questions and the responses were clear and to the point. He was thorough and accurate with all the documents needed. We would highly recommend Amir to anyone working on their Trust or Estate Plans.

We found Amir's services through ARAG and just completed our Trust with Amir this week. It was all a wonderful experience with Amir from start to finish. He was very responsive, patient, and made the process so painless. We highly recommend Amir - besides how knowledgeable he is, Amir is so organize and fast with the execution. Thanks Amir.

I was referred to Amir via Legal Ease when I asked for some help re-writing our trust and other estate dos. It was a great experience. I was contacted promptly, provided an understanding of costs and timelines, asked questions to assess our priorities, etc. Generally the whole process was thorough but efficient at the same time. Amir was patient with me when I had (literally) 30 questions regarding the documents he drew up. He is very helpful in explaining what your signing and how it will be in your best i

Amir came highly recommended by my corporate legal plan provider in my local area of Marin. I now know why!!! Amir is trustworthy, decent, knowledgeable, communicative, and solutions oriented. Highly recommended for estate planning services. After a delightful consultation over the phone that served as a needs assessment and estate plan workshop, Amir quickly drafted documents for us to sign. Meeting Amir in person was a joy and he's a true professional. We now have peace of mind our family and especially

Amir helped us with planning our living trust. He is very knowledgable and patiently walked us through each step of the process answering all of our questions. He is very responsive and always followed up even when we slacked off in the process. I would highly recommend him and would happily reach out to him for any future legal services.

We were referred to Amir via Legal Ease, and he was a delight to work with for our living trust. He was timely (and helped push us along when we were not), courteous, thorough, and explained how all the pieces work together. Everything came together very easily. We'd highly recommend Amir for others looking for estate planning.

Amir was fantastic to work with. He handled our family estate plan and made the process very easy for us. I highly recommend working with him.

Amir is fantastic, patient, articulate and efficient. He focuses on Trusts, Probates and associated areas and is very knowledgeable. He answered all of our questions and put together our living trust within couple of weeks and it was a super easy and productive exercise. Overall, I highly recommend him.

Amir is super responsive to calls and emails. I needed assistance on a very short timeline and Amir was able to get everything done very quickly. He is a pleasure to work with and would highly recommend him if you are in need of his services.

We just got our estate planning done with Amir. It was a very efficient and smooth process. All our questions got answered promptly, and communication with him was great. Amir is for sure a very professional, experienced, and knowledgeable attorney. We definitely recommend him to anyone who's thinking of estate planning.

My wife and I used Amir for our estate planning. He was very professional and responsive to our requests. He is very good at explaining the details in a way that made it easy for us to make informed decisions even though we were new to this process. He was very organized and made it easy to finish the process safely by adhering to safety protocols during this pandemic. We found him efficient and very knowledgeable on the topic of estate planning. We highly recommend him.

Amir created our living trust and we were really happy with his work. He was efficient and easy to work with, he took time to explain the details, and we got the trust set up in time for us to use for our house purchase.

Amir was very responsive and professional in helping us set up our trust. He went above and beyond in handling all aspects himself vs outsourcing to more junior lawyers or paralegals. A wonderful person to work with.

We really loved working with Amir. He was clear in his communication, timely, flexible and super organized. He answered all of our questions and set us up for success with a thorough and organized binder post-meeting. Highly recommend.

I met with Amir to establish a trust and work through the complexities of protecting assets and avoiding probate. It was a great experience. Amir is open, patient, extremely accommodating and has great follow-through all the way to completion. He did everything he said he would do and there were no tasks or add-ons needed at the end. Very satisfying to work with a professional that has his eye on total service. Do yourself a favor and check in with Amir if you need some trust work done.

Amir is a delight to work with. Very professional, diligent, responsive, patient and detailed. We are very fortunate to have had the privilege of working with Amir for our requirements. There are times when I dropped the ball but Amit kept tab on the progress with patience and understanding and got the job done. Would highly recommend Amir's services to everyone. Cheers !

Amir did an amazing job setting up our trust. He made the process very easy and smooth from start to finish. He was super responsive and efficient getting everything finalized. Definitely recommend Amir!

Amir is the best! I did a lot of research on who to chose to draft my Trust and I am so happy that I went with him. He is very trustworthy and sharp and his work is impeccable. He was a great listener and walked me through the process perfectly. He cut through the jargon and explained things to me so I understood them. He was very flexible and accommodated my busy schedule. He anticipates your concerns and really looks out for you. It all went so smoothly. I feel so confident about my plan and that peac

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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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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