*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.*
1370 N Brea Blvd #240
Fullerton, California 92835
We have been extremely pleased with Mark's knowledge and assistance in filing our tax returns since he took over from the previous CPA firm. Mark is very approachable and is quick to answer any questions that accompany the ever changing taxation process. We highly recommend this office!
Mark and his team have played an instrumental role in the success of managing our business! He is extremely knowledgeable and kind when it came to answering all of our questions as new business owners. He was able to answer all of our questions and provide us with detailed explanations and clear feedback. We also have our personal taxes done with Mark and he makes the process easy and enjoyable! It is always a pleasure to work with him!
We were really impressed with the service that Mark provided. We felt that he heard our concerns and addressed them proactively. Mark completed our tax forms quickly and was flexible with scheduling when it came to the final details. He was honest and open with our options and the fees were reasonable. Our extended family has been with the same CPA for years until she finally retired this year. We are happy to have found Mark and will be back with him next year.
Mark helped me and my wife prepare our income tax returns. He was very thorough in explaining all the numbers and provided helpful tips on reducing tax obligations in the future. Mark is very responsive and knowledgeable. We will continue to use his service for any tax related work in the future.
Mark is just incredible. He has helped my husband and I the past 2 tax seasons. He is extremely knowledgeable with tax issues and audits! Very professional, courteous and kind. He knows this business and rescued us from a very alarming tax audit, that was a critical mistake made by our former tax accountant. I highly recommend Mark Franco to handle all of your accounting needs and tax returns.
We had always done our taxes on our own prior to starting my (Justin) own handyman business. Using the Turbo Tax and H&R Block software was sufficient before we had itemized deductions and all that other stuff I don't really understand well enough to know that I'm getting as much of my money back as I can. Luckily we found Mark through a referral from our favorite and trusted realtor and we couldn't be happier with Mark's service, friendliness, and quick work! Thanks for helping take care of our taxes Ma
I had a complicated tax filing this year, but Mark was able to handle the challenge. To my relief, he completed the task long before the deadline, he had set for himself. He has excellent communication skills, and kept me informed with each step. I would recommend him without any hesitation.
Was sent to Mark when my last accountant retired. Mark was quick and friendly. He walked me through every aspect of my tax preparation and helped me when I needed it. He did a great job and I would highly recommend his service.
Mark Franco is very helpful and eminently professional! He has been a great help to our whole family. We highly recommend him.
It has been a seamless transition between our retiring accountant and Mark's team for both business and personal tax planning. Thank you, Mark!
Mark Franco is a very competent tax account and is easy to work with. I recommend him without any reservations.
Mark is a wonderful CPA. He was referred to me by a friend, and I couldn't be happier with his services!
Mark has helped several of my clients and is always willing to answer tough questions. I will continue to refer people to him for his services!. Brian
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.