*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.*
1879 Logan Ave
San Diego, California 92113
I truly cannot express my gratitude and appreciation for Logan Tax Service. My family and myself have all been doing our taxes with them for 20+ years! If you are in need of fast, reliable, efficient, and all around great service with a touch of kindness from the staff please please please do yourself a favor and go to Logan Tax Services. I have worked with both Rosalinda and Giselle and they are truly the best. Even when I moved away from San Diego I continue to go to them because they are the only people
Rosalinda and the rest of the staff are very knowledgeable, kind and professional. If you want to work with attourneys with integrity and honesty they are the best option ! Five stars and totally recommended !
I was requested to change to HPS back in 2001 since my CPA located in chula vista made a TOTAL DISASTER on my file. I move out from the area 8 years. It takes me 1:30 min to get there and still planning to do it on the years to come. I strongly (A+) recommend HPS. Thank you for all your help??
Great customer service very professional everyone , There service is 100% satisfaied and i do my taxes there very happy never had a problem for the past 10 yrs
Great people to work with and they get things done The right way
They're very busy, specially on tax season but they are very professional. Remarkable kindness .
apparently they need to hire people to answer the phones, or update their voice mail system... all day calling and can't even get a response or leave a damn message
(Translated by Google) Thank you for your professionalism. My experience has always been excellent. The best advice, clear in your language. Super reasonable pre-payments. I appreciate all your attention. The key to receiving service is having the required documents and meeting the requirements for each procedure. I have highly recommended this place for over 20 years. (Original) Gracias por su profesionalismo. Mi experiencia siempre ha sido de lo mejor. La mejor asesor?a, clara en tu idioma. Previos super
(Translated by Google) We were really very satisfied with this place, they are very friendly from the moment you enter, they take good care of everything, they answer every question and they always do their best to give you the best fair refund. I recommend ??% this place was our first time but from now on we will continue to do our taxes here. ?????? (Original) Realmente quedamos muy satisfechos con este lugar son muy amables desde que entras, eres bien atend? todo cada duda te la contestan y siempre aran
(Translated by Google) I went to do my taxes there last week. And I was missing my family's health insurance information and the lady serving people told me "you have to bring everything when you come here, come back when you have everything so we can't even start" and she returned my W2. Leaving there I went to another place they did my taxes, I paid, and I only had to bring the information I needed the next day. Of course they could at least start my taxes but I imagine they don't mind losing a client fro
(Translated by Google) Recommended 100% They helped me with my immigration procedure, they always support my wife and I in preparing our taxes, always providing professionalism and humanity. Thank you Mrs. Rosalinda for being a great human being. (Original) Recomendado 100% Me ayudaron con mi tr?mite de migraci?n, a mi esposa y a mi siempre nos apoyan en preparar nuestros impuestos brindando siempre profesionalismo y humanidad. Gracias Mrs. Rosalinda por ser un gran ser humano.
(Translated by Google) Very grateful to Rosalinda and her entire work team, they have helped me with immigration issues, my citizenship and my taxes every year, they always answer all my questions and always give me confidence in every procedure I carry out with her, they really always give a plus in everything. (Original) Muy agradecida con Rosalinda y todo su equipo de trabajo a mi me han ayudado con asuntos de emigracion, mi cuidadania y mis impuestos cada a?o, siempre responden todas mis preguntas y si
(Translated by Google) Good service, they serve you very quickly and safely, good place for taxes and questions whatever you can (Original) Buen servicio te atienden bien rapido y seguro buen lugar para taxes y preguntas lo q puedas
(Translated by Google) Rosalinda mom is such a professional person, so intelligent, but most importantly, so humanitarian. I take my taxis there every year, along with my whole family. (Original) Rosalinda mam?.es una persona tan profesional.tan inteligente.pero loas importante tan umanitaria.aki ago mis taxis cada a?o.y toda mi fam.
(Translated by Google) I am very grateful to everyone for their professionalism and their support of the Hispanic community. (Original) Estoy muy agradecida con todos por su profesionalismo y su apoyo a la comunidad hispana.
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.