*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.*
15437 Anacapa Rd
Victorville, California 92392
Wasn't quite ready to hire our own full time paralegal but definitely was in need of additional help for our Family Law practice. Was just about to place a help wanted ad when I found Lawfecta. So happy I did. The ability to view resumes and even see writing samples of the potential matches was extremely helpful when choosing who we'd like to work with. We found someone that's a great fit for our firm both in experience and temperament. Better yet, as our needs grew, we could add more hours to our plan, gi
Lawfecta has been extremely helpful and I have had nothing but positive experiences with my paralegal and legal secretary! It's helpful to have someone available on an "as needed" basis instead of hiring another employee. My paralegal and legal secretary are up to speed, very responsive and the work product has been great. I'm a satisfied customer!
We have been working with Lawfecta for about 3 months now. They are timely with their responses to questions and getting resolution to them. We are also very pleased with the legal assistant we have been working with. She is knowledgeable, conscientious and a pleasure to work with. All in all it has been a good experience and we are happy that we decided to work with Lawfecta.
I have a small complex civil litigation law firm in Salt Lake City. My experience with Lawfecta from the outset has been a top tier support team. Specifically, Eula J. has understood my demands and turn around dates in my practice. I would recommend Lawfecta to any lawyers need immediate and high quality support.
I have used Lawfecta extensively over the past year. The personnel I have encountered are highly professional, knowledgeable, and efficient. As a solo-practicing litigator, utilizing Lawfecta has been a great cost-effective time saver for me. I highly recommend their services.
Whether you're looking for help on a single case, or a great team without all the overhead, Lawfecta is a great resource for you. Stacey, the owner is highly knowledgeable, detail oriented and dedicated to her clients. I worked with her for several years prior to the inception of Lawfecta, and have nothing but praise for her. Thank you for never letting me down, Stacey.
We have used Lawfecta for the past 6 months. Lawfecta's services allow us to better handle the ebb and flow of litigation in our small, but busy practice. Lawfecta offers highly experienced, reasonably priced support.
I signed with Lawfecta last month and I am very happy. My paralegal (Linda) is professional, friendly, helpful, knowledgable and efficient. I highly recommend Lawfecta. I had been trying to hire a paralegal but it was difficult finding someone with a decent amount of experience. Lawfecta solved my problem.
My paralegal (Shirley G) and I are off to a good start. Everything is about communication and we are both learning each other's preferences. So far, I like that she prefers communication via email and I am happy with what she has produced so far. She checked on local rules and made sure to comply with local rules which is a huge bonus. I am hopeful that our working relationship will continue to grow and be positive. Very easy to use and book.
"This testimonial reflects my experience of having worked with Lawfecta for less than a year. Positive: I've been most impressed with Lawfecta's service model and the experience of its personnel. Negative: Inflexible retainer plans."
Lawfecta was brought to my attention by another attorney. During the global pandemic, Lawfecta is a breath of fresh air. I had been reluctant to hire virtual help, but this was the best decision that I have made for my firm.
I've been an attorney for decades, but until COVID forced me to work remotely, I had always practiced law in the traditional office environment. Lawfecta has allowed me to migrate between IL and AZ and still have professional paraprofessional support staff. I have been very happy with Lawfecta.
During Covid I have moved most of my work as an attorney to my home and was looking for a remote paralegal that could assist me. I was able to find a great one through Lawfecta whose help has been invaluable. I plan to use them for many future services.
The legal staff is top notch and very professional. I love that I only have to ask for something one time and the work product is high quality. My Lawfecta team member has been a welcome addition to my practice.
I have been very impressed with everyone at Lawfecta's professionalism and speedy responses. I was able to secure key legal assistance in a matter of days, and the assigned legal assistant is great to work with and produces quality work product. Thanks!
Lawfecta came to the rescue when our firm had an urgent need for experienced personnel - like yesterday! The onboarding process was simple and direct and the services provided were as advertised. What a relief - thank you!
I have been very happy with the knowledge and expertise of the paralegal working with me from Lawfecta and with her speed and professionalism. I would recommend trying Lawfecta, especially if you are a solo or small firm that needs consistent support.
Lawfecta has been a life saver. I've had nothing but good experiences to date, and have found the paralegals I've worked with to be knowledgeable and competent."
Lawfecta has been a great experience for me. Easy communication and great work product. Shout out to Sanyale!!
I just found Lawfecta and am excited to start working with their team - so far they have been extremely responsive, communicate regularly, and highly professional.
My experience with Lawfecta has been very good. My paralegal is very diligent and capable. Thank you Lawfecta!!
Jolanda Harris has provided excellent service for me and my clients and her organizational skills are excellent. I?m thrilled to have her on my team.
We really needed to adjust our project plans and really appreciate the ability of staff to problem solve. Our professional assistance was excellent and exceeded expectations.
Having a virtual assistant is freeing up a lot of my time to focus on billable work instead of the paperwork. Given the current situation I am thankful to have them.
Great service. Lawfecta fills an important niche. If you need some additional hands on a case, I would recommend reaching out to them.
Great resource for small firms requiring support staff without the need to commit to the headaches and hassle of managing employees and the logistics involved.
High quality staff and responsive to the needs of the client.
Great people and they are pros at what they do!
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.