*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.*
5151 Shoreham Pl suite 270
San Diego, California 92122
Kevan helped us navigate a backup withholding issue with the IRS. The process took nearly two years due to the IRS? incredibly slow processing and response timeframes, but Kevan diligently followed up, and in the end we owed nothing to the IRS - a very happy result! Kevan is incredibly knowledgeable and patient, answering all of our questions and expertly guiding us through a process that would?ve been very intimidating and complex to try to handle alone. I can't recommend Kevan enough!
I am incredibly grateful to Kevan for his exceptional work in resolving an unfair civil penalty issued by the IRS for late reporting of cash gifts I received from my parents abroad?a requirement I was unaware of when filing my taxes. Even though no tax was due on these gifts, the IRS imposed a hefty penalty in the tens of thousands, and the resolution process dragged on for more than three years after we appealed. I chose Kevan after thorough research and consultations, impressed by his academic background
Kevan McLaughlin expertly helped me out of a back tax situation a decade ago, and he did it professionally, reasonably, and with celerity. I've since hired him to do my taxes every year. He's fantastic. I would never work with a CPA again. Highly recommended on all levels, from his communication skills to his work to the lawyer himself.
As the owner of my own law firm you can imagine my level of expectations when I had to find a law firm to assist me with a random IRS 8300 inspection. I was overwhelmed with the amount of documents and information I had to prepare for the examination. Kevan made it seamless and assured me all the way through. We were able to handle all the IRS inquirers one at a time, while maintaining my own clients? privacy issues. Kevan was always available to me, he was honorable, hardworking and diligent. The IRS i
The team at McLaughlin Legal has been incredible. They are professional, knowledgeable and have helped both my family and company through various legal/tax and financial projects. I would recommend them to anyone.
Kevan provided us with excellent and positive advice on how to handle our recent IRS audit. His skills and expertise in all things legally tax-related is helpful plus reassuring. After our initial consultation, we don't know why we didn't contact him sooner as he provided much needed relief from our audit anxiety. Therefore, we HIGHLY recommend him for any previous or on-going tax issues that you may encounter.
Kevan McLaughlin and his staff were referred to me in a matter that was leading from IRS audit to federal court. Despite the joyful matter of it being dismissed by the IRS and Kevan?s services not now required my interactions with he and his staff were truly professional and service oriented. His associate Robyn Coltrane was particularly helpful and prompt in answering my questions and supplying information I needed as we started this process. I would certainly retain Kevan?s services should the need eve
Mauro does our taxes yearly, as a military family living out of our state of residency our taxes can get confusing. He has helped tremendously over the past few years.
Kevan McLaughlin is an extremely knowledgeable and friendly tax attorney. I met with him to clarify some tax code questions that came up with one of my employees and wanted to ensure they had the necessary information to file. Kevan went above and beyond, answering all of our questions and showing us how he came to each conclusion. Overall, although our issue was very simple, I'd have no hesitation trusting Kevan with even the most complex tax or estate matters.
Impressive! I have had the pleasure of knowing and working with Kevan for several years. He is an exceptionally talented tax controversy attorney that achieves positive results for his clients. A modest individual, Kevan genuinely cares about his community and gives back by teaching at SDSU and through other volunteer activities. If you have a problem with the IRS, a Board of Accountancy, or the Public Company Accounting Oversight Board, I highly recommend contacting Kevin for assistance!
I met Kevan about a year and a half ago. He was a referral from another lawyer. He has been fantastic from the start. He examined my case then told me we had a strong case for the OIC. We ran into several obstacles but he remained diligent. My offer was just accepted and he saved me 95% on what was owed to the IRS. I have worked with several other lawyers and he is the best of all of them. He definitely exceeded any expectations I had. I would highly recommend him for any tax issues you may have.
McLaughlin Legal has been handling my mother's taxes for many many years. We are very pleased with them. Their communication skills are impeccable. I too have consulted with them on occasion. Mauro Colabianchi in particular is the attorney both my mother and I have worked with, I give him an A+. You're in good hands with McLaughlin Legal.
Kevin and team are knowledgeable, efficient and personable. I Highly recommend Kevin and crew to represent family and friends in all matters of tax or general legal consultation. Kevins entire team is a professional and well grounded group equipped to handle the high pressure topic of tax reconciliation.
We started working with Kevan and Mauro several years due to IRS and FTB problems, and both have been great attorneys who are knowledgeable, responsive, attentive to detail, and great advocates for the client.
Anne helped me with all of my estate planning. She drafted my Will, Living Trust, Medical Directives and DNR. She advised me on how to take title to new accounts I open in the future, and what my brother needs to do when I pass. I think the biggest benefit was the process of going through my situation to draft my documents to be specific to my situation as opposed to a catch-all boiler plate Trust. The first meeting was focused on going through my situation and what my goals were for these docs. Knowing t
I think Kevan and his firm are absolutely amazing, top-notch, first class, outstanding. They do amazing work, they're the real deal . Campbell Painting will always be grateful for your fine work.
Anne W. at McLaughlin Legal was extremely knowledgeable, professional and overall great to work with when putting together my trust, will, healthcare directive and power of attorney documents. Highly recommend!
Kevan and his team are Outstanding, very knowledgeable and very supportive
Mr McLaughlin was professional, informative, and patiently answered questions and provided requested guidance. I would choose to engage McLaughlin Legal Services again.
Great sevice. Knowledgeable. And a nice guy! Thanks for being so helpful Kevan!
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.