*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.*
23123 Ventura Blvd #207
Woodland Hills, California 91364
Marco was great! We got paperwork on Friday night that needed to be submitted by Monday morning. We came in under the wire--just before closing time, and Marco was willing to take us and go out of his way to get the job done. Definitely would go back.
I'm writing this almost a year later, only now remembering the experience because a friend recently asked me for recommendations. After being turned away by UPS for notarizing a unique document in another language with a different first name?a common situation for those with dual citizenship?I found Marco, and I'm so glad I did. I had all the proper documents in both my native language and English, and Marco went the extra mile by calling the notary public hotline to verify that everything was in order. The
Marco was very welcoming and easy to deal with. He took the time to help me out with the notarizing process which I knew nothing about and was super nice about it. Ill definitely be going back if I ever need anything that he's able to help with.
If you need anything notarized this is the place to go! Super fast service, very friendly and understanding. They even do taxes as well. Marco is the best, I had to get a waiver notarized for a second time and he remembered me and took care of me.
Marco has been doing my taxes since 2016. I engaged with Marco when my existing accountant wasn't doing a great job at preparing my taxes because I was running my business from the Middle East. Marco helped me get my taxes in order and has been a great partner in assisting me with inquiries from the IRS for my 2017 taxes. His team took care of all the communication and were able to get my issues resolved timely. I highly recommend giving Marco a look if you are looking for a professional firm to take ca
Mark is a really nice and accommodating. To be honest i didn't really know much about the notary process, but he was very helpful and informative. I would definitely recommend going to him and using his services. In addition, he went out of his way to also make copies and fax items for us. Plus he's open late ????
I needed a LiveScan done and dropped in late in the day. Parking is a breeze, the office is very nice, and Mark was terrific. I highly recommend Marco Bookkeeping & Notary!
Such a phenomenal guy, he took extra time explaining the whole Live Scan process to me. He was beyond patient with all my questions. The process probably took about 10 to 15 minutes. I definitely will be coming back if I ever need another LiveScan.
Mark has been filing my taxes for several years now and has been nothing but personable and professional. He has gone above and beyond to ensure all important tax documents are prepared and submitted accordingly. I highly recommend Mark to be your go to!
My first time working with Marco and won't be my last. He was able to file my taxes quickly and easilly. Marco answered all of my questions and even learned a few helpful tax information. You're in good hands with him.
Met with Mark a few times so far. He is always on time and professional. He is also a notary so it is very convenient to have him close to home. If you need any accounting or notary services call Marcos they will help you.
Marco Bookkeeping filed my taxes after I left a larger accounting firm who was charging too much and doing too little. Mark far exceeded mine and my family's already high expectations. Always courteous, helpful and available. Would give 6 stars if I could!
I highly recommend to work with Marco if you need a document notarized. He is a very honest worker as well as kind, professional and efficient. All great qualities that make for a pleasant visit and service in which he provides.
Marc knows his stuff when it comes to all things bookkeeping. He will help keep you on the right track whether it's filing taxes, cleaning up your business books or simple things like notaries and fingerprints! 10/10 will be returning for his services.
Awesome service. My go to guy for all my tax and accounting needs. Mark is always one call away whenever I have a question. Very friendly and smart. I've recommended my family to go to him as well because of the consistent great service I get from him.
I had a great experience with Marco, he was kind, efficient, and passionate about what he does. He goes out of his way for his clients and makes sure their needs are met.
Marco was so helpful and accommodating in regards to all of my questions and requests. Couldn't have asked for better service. Definitely will be supporting his business again in the future!
Absolutely amazing service. Marco is the best. He cleaned up my previous years taxes and set me on the best course from this year on out. Incredibly responsive, knowledgeable and patient. Thank You
Amazing experience - Marco went out of his way to look into every possible thing he could do to help me. Everything went smoothly and I left happy :) Definitely going to recommend to my friends
He was very great attended us fast. By far best notary I've been to. Great price and is straight to the point about how everything works. Highly recommend would go here again for any future paperwork.
Mark made our notary process very fast and easy. He was very friendly and kind I would definitely recommend my family and friends to him.
Mark is extremely helpful and has great customer service. I wouldn't hesitate to recommend him and will use him for all my business needs.
Mark Kedikian is friendly and approachable. He provides useful and constructive feedback. Thank you so much for being understanding with me. You delivered an honest and excellent service. Marylou Adlesh
Mark is so amazing. He was so helpful and kind. Thanks so much for helping us when we were a mess ??
Just used this company for Livescan services. Very friendly, efficient and cost effective. Highly recommended.
Went for a live scan and was out of there in less than 10 minutes. Great service and super kind. I would highly recommend.
Marco was patient and knowledgeable. I'd highly recommend anyone who's looking for notary or bookkeeping. ????
Marco was amazing quick and easy notary. Very kind man.
Fast, easy and extremely customer oriented. Will happily use them again
Highly professional,. Fast and responsible service. Recommend to everyone !
Waited on my schedule and really appreciated that. Thank you!
Fast and friendly service!!
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.