Masler & Associates, Inc.

Masler & Associates, Inc.

Reviews Summary

Masler & Associates receives consistently high praise for their professionalism, expertise, and responsiveness. Clients highlight their thoroughness, clear communication, and ability to handle complex tax situations, including international and business filings. Many appreciate their personalized service, timely responses, and willingness to explain details. The team is noted for maximizing refunds, offering strategic advice, and providing peace of mind. Their friendly, approachable staff and reliability make them a top choice for both personal and corporate tax needs.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
High-net-worth Individuals
Expatriates
Individual Taxpayers
Healthcare
Professional Services
QuickBooks
Complex Situations
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License
In-person Support

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
High-net-worth Individuals
Expatriates
Individual Taxpayers
Healthcare
Professional Services
QuickBooks
Complex Situations
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License
In-person Support

Contact Information

Address

100 Pacifica Suite 470

Irvine, California 92618

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I've been a client of Masler & Associates for nearly 10 years, and I can confidently say I wouldn't trust anyone else with my financial and tax needs. Their team is incredibly responsive, professional, and always willing to go the extra mile to help. Whether it's answering a quick question or handling a complex issue, they consistently provide clear, helpful guidance and support. Over the years, they've earned my trust through their reliability, attention to detail, and genuine care for their clients. It's

I have been a client for the past two years and I would highly recommend Masler & Associates, Inc. for both your corporate and personal tax needs. Sharon and her crew are outstanding at what they do. They are not only responsive to questions, but they also provided me with tax planning that saved me taxes. Most importantly my tax returns were completed well before the due date and with 100% accuracy.

My wife and I feel so lucky to have found Masler & Associates.They were extremely diligent in simplifying our complex tax situation and provided great financial guidance for the future years. We have used several tax service companies in the past but have never really experienced the level of customer service and quick responses that we received from Sharon and her amazing team. It feels great to have a new financial advocate on our side. Thank you, Masler & Associates.!

My husband and I have been working with Sharon for the last seven years. The Masler team has always been organized, attentive and responsive. When my in-laws passed away a few years ago, Sharon provided instrumental help in addressing the family's trust/estate tax concerns. She is a great resource to have on our side!

My family has been trusting Masler Tax with our filings for over a decade. Sharon and her team are fast, responsive, and organized. Over the years our tax situation has changed - we've thrown home purchases, refinancing, cross-country moves, stock option exercises, and childcare payroll taxes at them - and I'm sure a few other complexifiers. Our returns have always been completed on time, and Sharon and her team have been helpful in the off season to answer planning questions. There's no team I'd trust mor

I cannot say enough good things about Sharon Masler / Masler & Associates! From the moment I first reached out for help with my new business for finances and taxes, they have been nothing short of amazing. Their professionalism, expertise, and attention to detail have truly exceeded my expectations. Not only did they handle my tax return with the utmost accuracy and efficiency, but they also took the time to explain things in a way that made it easy to understand, even for someone with no background in fin

Masler and Associates have been doing my wife and I's personal taxes, as well as my wife's business taxes, for about three years. Each year they do a fantastic job and provide guidance on how we can best utilize our money and where we can save on taxes. They are very responsive and never seem bothered by the many questions my wife and I may have. Also, submitting tax documents is very simple. I highly recommend Masler and Associates. They do a great job and also are very professional.

Sharon and her team have taken care of my taxes since 2012. Masler and Associates have been there for me when I was single and when I got married. Sharon even took care of my taxes when I moved out of California. Now my spouse and I continue to trust Sharon and her team to take care of our taxes. Masler and Associates are always responsive when we have any questions. They work hard during tax season and would even respond to our questions on the weekend. You can never go wrong with Masler and Associates.

The Masler group has been wonderful to work with. I and my family first came to the Masler group about 8 years ago when our prior CPA was retiring. We have been involved in a variety of businesses with a host of tax issues. They?ve handled it all! Each time we?ve had an issue or a question, they were quick to respond and answer our questions and concerns. They are extremely conscientious, diligent and mindful of their clients? needs. The quality of service has not waned throughout the years and they have st

Superior, professional tax services for Orange County, California! Masler and Associates Inc., Accounting and Tax Preparation Firm has consistently proven to produce top-notch expert tax preparation and filing for our family since 2022. When faced with taking over my Mother?s individual tax preparation I scoured the internet searching for the best CPA, tax, and accounting services offered in Orange County. I interviewed several CPA?s and finally found Sharon Masler of Masler and Associates Inc., who had exc

Sharon and her team are amazing. I got penalty for late filing from FTB for my company and Sharon was able to waive the penalty. It saved me about $5600. They are doing taxes for 3 years now and its been nothing but pleasure to work with. They are very knowledgeable and informative and saved me lots of money in taxes. I highly recommend them for your personal and business tax needs.

I consider myself fortunate to have stumbled onto Masler and Associates. Not only are the team members amiable, but they're thorough and always prompt to return emails and or phone calls loaded with questions. I've had numerous emails returned late into the night. I highly recommend Masler and Associates. Thank you Sharon and Team.

Having multiple problems and accounting errors from our previous accounting firm, we are so glad we found the office of the Masler Accounting firm. They were highly competent, and the firm owner did a final review of our tax return, before it was electronically filed. Would highly recommend this accounting firm !

I wanted to say what a pleasure it was working with Sharon on my taxes. I had been working with another firm, but they weren't responsive to my questions when I needed an estimate on gains from a house sale. Sharon helped every step of the way - even though it was well into March before I had all my documents. I plan on working with Masler & Associates again.

My husband and I have. been clients of Sharon's for about three years now. She is great -- responsive, thorough, and super pleasant. I highly recommend her firm.

I've been using TurboTax until our tax filing has become more and more complicated. My coworker recommended that I talk to Masler & Associates, and I've been a happy customer since then. This is the 4th year we are filing our tax returns with them. They are very responsive over emails and answers questions in detail. The pricing is also reasonable. If TurboTax or other software frustrates you because of how a single misclicking can result in returns looking very different, I highly recommend sending a mess

Masler & Associates has been absolutely wonderful to have and has been such a huge assistance to our tax filing needs. Malser provided such amazing services and their level of communication has been beyond appreciated. I highly recommend them to anyone who needs services they offer.

The staff at Masler and Associates have always treated us well. Unfortunately my wife and I aren't the easiest of people to do taxes for, but they have always been exceptionally patient and extremely kind assisting us with all of our tax needs and answering our questions. When we have received IRS or FTB notices they always review them quickly and have let us know what was required on our part to handle whatever was needed so we weren't left in suspense not knowing what it was about for countless days. T

Where to even start! Working with Masler & Associates has been nothing but a seamless, easy, enjoyable, and professional experience. I was referred to them from a mutual friend. All though my business is small and I'm likely a not-so important client they still took care of my needs like I was one of their regulars! Sharon has been helping me with my annual taxes for a couple years, but it wasn't until recently that I needed more help as my 50/50 business partner and I were splitting ways. Not only did

I have been using Masler and Associates for almost a decade for all my accounting needs. They have always provided me with peace-of-mind for both my personal and business taxes. I also appreciate how they are female owned and run. If you're looking for a team of professionals who are experts at what they do, then this company is who you need to call.

For the past 10+ years I've partnered with Masler & Associates, they've always been very professional, knowledgeable, and most importantly... Responsive. I have 3 companies that Masler and Associates manages and I've always had a great experience. They also prepare my personal tax returns. Their pricing is very fair and I've always felt that their billings have been honest. Lauren has been my main contact & I couldn't be happier with her. Rochelle & Sharon are also great to work with. I appreciate all

We are glad that we found Masler & Associates to prepare our taxes. We met and spoke with Sharon in their office and visited their office to drop off documents, also spoke with the office staff and they have been professional and provided great customer service. Sharon is knowledgeable, up to date on current tax changes, and responded quickly to our questions during the busy tax season. Highly recommended for tax preparation services.

My husband and I have been using Masler & Associates to prepare our tax returns since 2017 and we LOVE this team! Sharon and Melissa take the stress out of every tax season and are always available to answer our questions throughout the year. We have nothing but praise for all of the staff. Everyone is professional, friendly, responsive, and extremely knowledgeable. Their annual tax prep process for clients is easy and organized, and we always get personalized attention. I would recommend Masler & Associate

I have been incredibly happy with Sharon Masler and her staff. They have been doing my personal and business taxes for the past few years, and Sharon is very professional and gets back to me quickly with any questions that I have. I was referred to her firm by a friend of mine and I am so grateful for all of her expertise. Greg Masler helped me set up my corporation and it's been wonderful to work with both of them. I highly recommend Sharon and her staff for all of your accounting and tax preparation nee

I used Masler and Associates for the first time this year, and was extremely pleased. They helped me with tax planning, then completed my federal and state returns for 2022. I found Sharon, Rochelle and Cecilia to be knowledgeable, friendly, responsive and efficient. Their charges are quite reasonable as well. I look forward to continuing to work with them!

My wife and I have had our taxes done by Masler & Associates for the past 4 years. Sharon and her team have always been helpful, professional, trustworthy, and timely. Over the years, there have been a variety of changes in our financial circumstances and they have handled every transition with ease while ensuring that we get the maximum refund possible. Communication is effortless and they are always available via email, phone, or in person to address any concerns we have. We would definitely recommend the

If you are looking for a CPA or a tax consulting firm, it is my privilege to recommend Masler & Associates CPAs. I have personally worked with Sharon and Steve and the company for over 4 years. They have helped me through business dealings, taxes, and strategic planning. They are so knowledgeable, and take the time to explain things. Their professionalism, integrity, and reliability are unmatched. They have a level of care & attention to detail that is not often found. Because of that, I had the compa

The staff at Masler and Associates have taken care of our personal, business and charitable trust income taxes for several years now. We wouldn't consider changing our accountants for any reason - they are simply the best firm with which we've worked. They are thorough, very professional, and have a keen knowledge of the ever-changing tax laws. We are so pleased with their services that we have even recommended them to several friends who are now also satisfied clients.

I have been using Sharon and her team for my personal taxes for over 15 years. Their commitment to total customer satisfaction has been refreshing. My returns are done quickly, accurately, and any questions are answered promptly. I have concerns in my life, but my taxes are not one of them because of Masler & Associates.

We?ve had the pleasure of working directly with Sharon Masler and Lauren Parrot over the past few years with our taxes and it?s always been a great experience. I started a new business a couple of years ago, and my partner and I were complete neophytes. We had to set up a corporation and grow and manage a new practice and its often felt like we were flying by the seat of our pants, trying to learn the ins & outs of corporate ownership, taxation strategies and just staying above water through this pandemic.

After 2 decades with 2 prior CPAs, I reluctantly switched to Masler & Associates and have been with them for about 4 years. I work specifically with Sharon, Lauren and Rochelle. I can't begin to rave enough about these ladies. They are responsive, knowledgeable and attentive.... but most of all.... very very patient. They handle my entire family's and some friends' (I referred) tax matters. These ladies are very professional and I look forward to working with these ladies for years to come. Thanks Sharon, L

The Masler and Associates team has provided great service over the past four years. I sought help after my mother suddenly passed away and I had no idea how to compete her taxes. Sharon Masler and her team handled everything and made the process simple for us. Since then, the Masler and Associates team have been competing my family's taxes and my sister's family as well. We can't thank them enough for all of their help! Terri Bowles

I worked with Sharon, Rochelle and Lauren with another accounting firm for over twenty years and when they moved to Masler, I followed them. Their professionalism, patience and willingness to explain and guide one through the onerous process of taxes and tax planning is above reproach. They are responsive, kind and very easy to work with for a non-numbers type. First as a business owner and now as an executive with a company, their service has been exceptional on all levels. I highly recommend them to a

Hi, my name is Natalia. My husband and I have been clients of Masler & Associates, CPAs for many years now. We thought we were going to owe taxes in 2020 and we were nervous. The Masler tax and accounting team, with their dedication and attention to detail saved us from owing and instead we got a refund because they investigated the recovery rebate credit which is new in 2020 and we qualified! Our refunds came so quick and we were thrilled! If you?re going to get your taxes done, go with a firm that has

Sharon & Steve Masler have been personal friends of ours for years and have been our accountants for the past 3 years. They are fantastic at what they do! After shuffling through many CPAs, we reached out to Masler & Associates and we couldn't be happier with their top notch service. The staff is very friendly, and they have a welcoming office which is located in a very accessible location in Irvine. We highly recommend their services.

We've been using Masler & Associates for our tax returns for the past several years. Sharon is very knowledgeable and is always a pleasure to work with. Great firm and would highly recommend them!

Absolutely the best CPA firm and professional staff we could have asked for. Even though we are not local and everything was done via email, phone calls and zoom meetings, we always felt a priority and very well taken care of. I would recommend Sharon and her team in a heartbeat!

The crew over at Masler & Associates have been a breath of fresh air for myself. As a US citizen living in Australia for over 12 years, its nice to have an international tax accountant respond to your email within 24 hours and provide you with timely advice. I highly recommend the team at Masler & Associates.

After returning home from a long international assignment, I was looking for someone who is accessible and friendly to work with. I actually found Sharon through Yelp and I am super glad i did that. My tax return was a bit complicated with a decent amount of capital gains/losses thrown in there. Sharon and her colleagues really took care of my needs and I am very happy I have found someone I can rely on going forward on tax/accounting manner. A big thumbs up for Masler & Associates.

I was trying to get a tax consultation and had met with some other CPAs but none of them seemed to have a solid answer to my questions. Sharon, however, was very knowledgeable and earned my trust from our first meeting. That's why my husband and I decided to use her firm to file our tax returns this year. This was our first time doing taxes for rentals so we'd made some mistakes but Sharon and Rochelle were very patient and supportive throughout the process. Very happy that we have found a reliable CPA to

5 STARS! Masler & Associates CPAs are a very professional and knowledgable company. Lauren and Sharon go above and beyond to answer any and all questions. They respond quickly and make corrections in a timely manner. They are always available when things come up, they are professional and really know their stuff. We are so grateful for them at tax seasons and all year to help keep us organized with everything related to both our personal and business tax needs. Look no further.

Masler & Associates prepared our Corporation Taxes in 10 different states including Federal and California. The firm also advised us on tax strategy and performed tax planning and preparation of Individual tax returns for our many foreign employees working and residing in the US. The team led by Sharon Masler and consisting of Lauren Parrott and Rochelle Rotter are excellent! As a US start-up for a British company, we threw everything their way and many times with no advance notice. They were always kin

At Activ8 Fitness & Fundraising- a small business startup, we were in need of business support and tax advice from the get-go. Sharon Masler provided us with the expert counsel and sound guidance that helped us make the right decisions needed to start our company. Quick and timely, she is ever ready with prompt answers to any of our questions. We are so glad to have her in our corner. We would recommend Sharon Masler & Masler and Associates CPAs in a heartbeat!

My wife and I have been clients of Masler & Associates for the past 6 years. They provide impeccable service and makes for a great filing experience. Any question is met with attentive care and professionalism. You can always trust Masler & Associates to get things done properly. Our experience is always positive and we can?t recommend them enough!

Masler and Associates have been doing my very complicated taxes and bookkeeping for almost 3 years. Sharon, Lauren, and Rochelle ae rockstars that make my life much easier. They are exceedingly flexible, and remain helpful each and every day. I also require "help" moving things along and they help to keep all the required processes moving along smoothly. They are just the right size to give the family feel but always know that you have redundancy in case someone is sick or on vacation. A+ service and fri

I decided to utilize Masler & Associates for my first time in 2019 for taxes and guidance. Sharon and the team at Masler & Associates provided outstanding services and the entire team was extremely knowledgeable and quick to respond. I will be utilizing the services at Masler & Associates for the long term! Highly recommend Masler & Associates.

Sharon Masler makes a specialty out of winning IRS audit reviews. She knows how they work and how to get the best outcome for her clients. Sharon and her team treat every situation with professionalism to insure your tax situation is in the very best shape. If paying too much tax or the threat of being audited is something you worry about, call them and tell them I sent you.

My wife Karen and I highly recommend Masler & Associates if you need personal or business accounting support. Masler has been doing our personal and Small Business Corporation taxes for over 10 years. We have found them to be very detailed, throughly and punctually in every aspect of the process. Need advice on how to approach some of your personal or business financial needs not a problem they can do that too... We are very happy to have Masler serving our finical accounting needs and we sleep great at nig

My husband & I used Masler & Associates (specifically Sharon) for the 1st time this year to do our 2013 taxes and we were very pleased with their services. Sharon was very professional and helpful with all of our questions. They went thru all of our paperwork and got it back to us in a timely manner and woo hoo we even got a refund! I will definitely be using them again next tax time and highly recommend them.

I recently engaged Masler & Associates, CPAs to take care of my taxes. I am pleased with the results but more importantly, they are a team of professionals who pay attention to the utmost detail, they are efficient and very responsive. You can tell that they really care for you. I never thought I would enjoy the tax filing process until I found Masler & Associates, CPAs. Highly recommended! Sandra Goocher

We engaged with Sharon this year for both personal and corporate taxes. I really enjoyed working with her and her team. Sharon is very warm and easy to work with, and makes the process very easy. We also needed assistance with my parent's taxes, and she was very accomodating in meeting at their assisted living facility to assist them, which was very much appreciated. They did an excellent job for us.

I could not be more pleased with Masler & Associates and the service they have provided! I have used them as my personal accountants for six years, and have challenged them with are variety of state income taxes and ever changing investments. Additionally, they were the first people I reached out to when I launched my own business. They helped me navigate the intricacies of different tax classes for my LLC. and helped me file with the government as an S-Corp. The Masler team is always extremely knowledgabl

Masler & Associates is a knowledgeable accounting firm. When I call with a question about deductions I am answered within 24 hours. Sharon is excellent, dependable and helps me to pay less year after year. In this economy you need an accountant that can help keep you afloat. Masler & Associates is that Accountant.

We have used Masler & Associates, CPA for three years now and absolutely recommend them for taxes. They are quick to respond and very professional. The team is great and it?s another opportunity to support small businesses.

Sharon and her staff were great! I had been looking for a new CPA to file my tax returns since my previous one moved out of state. After reviewing the website and doing a phone interview, I decided to go with the firm. Quick turn around time and very comprehensive review.

Masler & Associates is a showcase of professionalism, efficiency and accuracy. To top it all, the team is just very friendly and helpful These traits were important for us since we started 2 years ago as a foreign company and we hardly knew anyone in the US. We needed someone we could trust. They have been guiding us ever since and they are one of our partners whom I credit for our growing business. Thanks Masler team!

The level of professionalism at Masler & Associates is top notch. Everyone is very responsive and helpful with your tax questions. We have been using their services for about 5 years now and have recommended them to family and friends.

A friend recommended Masler & Associates to me. My situation is probably a lot different from most people seeking out a CPA. When people tell you there is nothing sure in life other than death and taxes...they aren?t kidding. My brother had passed away a year earlier without a will and yup we have to file taxes for the deceased. He was only 35 at the time and this is just the furthest thing that you want to even think of, but good old Uncle Sam wants to make sure he still paid his taxes. This is where Sha

Always striving to give you the best tax information and preparation available, Masler & Associates are comprised of consumate professionals in CPA services. I have been with them for several years now and I always feel confident having them at my side from both a personal and business standpoint.

Starting a small business is not easy. Sharon Masler was able to give me valuable tips and guidance and continues to do so as I am venturing into the business world. The confidence and peace of mind she provides is priceless. The responsiveness and reliability I got from this firm is impeccable. I highly recommend this business organization. You will never regret choosing them for your business and taxation needs.

This is our first time we chose Sharon Masler as our accountant. I am an expat working in the Philippines. We (my wife and i) work most of the time with her through email. Sharon has been very responsive. She responded within 24 hours consistently. She was thorough with her work. She explained in detail her answers and instructions. She was also able to reduce our taxes more than what our past accountants did. Finally, she even gave us a discount!

Masler and Associates has been doing my personal and business taxes for several years. They are professional and knowledgable. Sharon always answers all my questions quickly. Every tax season has been a breeze since I started using Masler and Associates.

Masler & Associates have always been professional and very responsive. We really appreciate the work they have done for our company. Highly recommend to anyone looking for a new accountant or tax professional.

I've worked with quite a few CPA's and accounting firms in the past, and found my situation lacking in many aspects until Masler & Associates started working on my books. They clearly have a sharp team with answers to my problems, and my accounting is done with a hawk's eye, and anything I miss gets caught by their staff. I am also free to request a meeting to discuss higher-level strategies or questions on accounting/CPA issues when needed. I highly recommend their staff of professionals to anyone looking

We started to use Maslar and associated couple of years ago. We realized immediately that the team is highly engaged with our specific needs and what we required for our company. Their dedication, responsibility and expertise really impressed us. Many occasions we needed to talk to them to get their opinion / comments, they were available right away and helped us to complete our task on time. I definitely recommend this team as reliable and dedicated team for all your CPA activities.

I highly recommend Masler & Associates for your accounting needs. Their team is very responsive, helpful and genuinely cares about your business and your success. I have worked with many CPA's over the years and hands-down, I give this firm an A+!

Masler and Associates, CPAs, are noteworthy for their professionalism, expertise and excellent customer service. I find the staff friendly, approachable, flexible, and alway eager to assist me. They consistently treat me with respect and make me feel like a valued client.

Masler & Associates is a top-natch CPA firm. They go above and beyond to help their clients. I'm a sole proprietor and Sharon Masler helped me in applying for a PPP loan. Applying for a PPP loan isn't an easy process and Sharon was extremely responsive, more than timely in a crunch situation, and handled the whole process from beginning to end. If you are trying to obtain a PPP loan and need help, Masler & Associates is more than qualified and equipped to help you. The entire team is up-to-date on tax laws

I have known, worked with, and referred clients to Sharon for over 7 years now. She is extremely knowledgeable about the changing income tax environment and has helped a number of my clients. She is a true professional and is always making sure the clients are well taken care of. She can work with teenager with there first job to the successful affluent professional. Any one that I meet with that needs accounting and tax help she is my go to person with no hesitation.

Had a final trust return with a house sale done by Sharon last year. Just got an IRS notice on another matter and Sharon took care of it very quickly and put my mind at ease. Anytime I have an issue or someone asks for a tax or CPA firm I will recommend.

In searching for a new CPA with relevant experience in the International Trades, I came across Masler & Associates in Southern California. My company specializes in International Logistics and we have had sour experience with previous CPA's that did not understand our industry. As we are located in Northern California, I was a little skeptical of using a firm located 400 miles away. On a trip to So Cal I met with Steve Masler. I immediately felt comfortable with him and his knowledge of doing business a

When my income tax issues proved to difficult for other tax preparation services, Masler & Associates took care of business and allowed me to do likewise. Competent, accurate problem solvers--I am grateful for the competent services and good communications provided by Masler & Associates.

I have been a client since 2014. My financial advisor recommended this group. They are conscientious, courteous and very good. Importantly, this is a ?boutique? group that delivers personal service professionally. There?s no getting lost in the herd going on here. Sharon and her staff have helped me through many challenges and difficulties.

I've known Sharon for 3 years, and she's by far the best CPA I have ever known. She is very knowledgeable of the changing tax codes, and fights for her clients' rights. I can't think of a better person to represent my interests. Keep up the good work!

The crew at Masler and Associates (especially Sharon Masler) go the extra mile to make you feel taken care of. They work hard to get every deduction possible, and push you to find every receipt so there is no questions later. M & A are very ethical, fair, and hard working! It is a pleasure (if that is possible in doing taxes) to work with M & A! You won't be disappointed, so call them! Dr. Jeffrey A. Van Rensselaer

Masler and Associates are top-notch for all accounting needs. They are professional, unbelievably responsive, and deliver quality+ services at competitive pricing. Very happy! Thank you Masler and Associates!

We just completed our 2nd tax return with Sharon Masler. Things went very smoothly and quickly. Tax season is never fun, but Sharon Masler and Associates make it as painless as possible.

Outstanding work and fast response. My brokerage firm calculated my 2018 RMD (Required Minimum Distribution) incorrectly on my IRA. Fortunately, Sharon was able to calculate the accurate RMD in order to correct the mistake. The error, if left unchecked, would have cost me $1,000s in additional income taxes. Great job!

I have been using Masler & Associates for a while now, and each year it gets easier and easier. Not only are they knowledgeable about their field and the laws, they are extremely helpful and friendly. I highly recommend Masler & Associates.

Fantastic service from Sharon at Masler & Associates. Very proactive in everything she does. Keeps me informed at every stage possible and will always take time to explain every detail. Would highly recommend. Very professional service. Tom

I recently transferred my two accounts (personal and business) to Masler & Associates and could not be more pleased. Prompt, accurate and responsive; completely professional. Highly recommended.

Impeccable and super reliable. Every single question/query I have sent to Sharon by e-mail was answered in almost no time. Will always rely on Masler & Associates. Highly recommend.

We are very pleased with Masler & Associates CPA"s. They prepared our business and personal 2019 tax returns. Advised on tax strategies, answered all our questions in a timely manner by email and or phone. Very kind, patient, and professional. Very cautious on their work to clients. In addition, they prepared our loan application for the SBA Covid19 emergency program. And yes we got the loan! Moreover, they keep us updated of tax news and covid19 virus available programs via email with updates and links

Amazing job. Knowledgeable. Efficient. Very professional staff.

We own a small business retail store and hiring the Masler & Associates, CPAs was the best thing we have ever done for our business. Can?t thank them enough! THANK YOU!

Sharon and her team are fantastic!!! Extremely helpful with all my questions and I have a lot ;-) I highly recommend Masler & Associates!

Great service, responsive, fast, accurate, and efficient. Sharon is a joy to work with especially after having some bad experiences in the past

Highly recommend especially if you are not a US citizen and have multiple tax returns in other countries you are submitting and assets in different countries to consider etc. Excellent service!

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.