*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.*
14156 Amargosa Rd G
Victorville, California 92392
M and D consulting with Maria and her team are AMAZING!!!! the most responsive and trustworthy of companies to deal with. They go above and beyond the opportunity to service all companies. The team is amazing and really the most reliable company in the surrounding area.
(Translated by Google) Excellent service Since hiring your accounting services, my business has experienced significant growth and everything has become much more organized. Their team has been very professional and dedicated in their work, making sure that all my finances are in order and that all tax and accounting regulations in California are met. Thanks to their experience and knowledge, I have been able to focus on my business and its expansion without having to worry about accounting complications.
(Translated by Google) Hi everyone! I just wanted to share my experience with this amazing accounting firm. If you're a small business owner, you should definitely consider their services. They've been a great help with my business taxes and provided me with personalized financial planning advice. They've truly contributed to the growth of my business. The team is very friendly and professional, and they're always willing to answer any questions. Highly recommended! (Original) ?Hola a todos! Solo quer?a co
(Translated by Google) Your financial advice has been especially valuable to me. Thanks to your help, I have been able to strategically plan the growth of my business and make informed decisions about investments and expenses. Additionally, their team is always available to answer any questions or concerns I have about my finances, giving me peace of mind and confidence in my business. (Original) Su asesoramiento financiero ha sido especialmente valioso para m?. Gracias a su ayuda, he podido planificar est
(Translated by Google) Mar?a is an expert, her treatment was excellent, she and her team help me month after month with the payroll of my business. I highly recommend her! (Original) Mar?a es una experta, su trato fue excelente, ella y su equipo me ayudan mes con mes en el payroll de mi negocio. ?La recomiendo ampliamente!
(Translated by Google) Excellent service, we hired them to register my company in the EU and be able to offer my services legally, super professional (Original) Excelente servicio, los contratamos para dar de alta mi empresa en Eu y poder ofrecer mis servicios de forma legal, super profesionales
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.