*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.*
1414 Thousand Oaks Blvd #101
Thousand Oaks, California 91362
Don't go here! Drews took over the Freeman?s practice in 2021. Freeman was loved for his ability to combine savvy tax business with personal care. They had done my entire family?s taxes for 20 years and my parent?s taxes since 1972. In less than 24 hours after take over Drews managed to make this place extremely obnoxious and unbelievably expensive! A few months later for no reason I'm aware of, I got a letter of ?dismissal? as a client. After 40+ UNEVENTFUL years with Freeman what does that tell you about
We were referred to Steve Freeman by a long time family friend. Her recommendation came with very high praise. During our first appointment with Steve we had a ton of questions. We appreciate the time that he took with us to help us better understand our situation which in turn allowed us to move forward with our plan. His great deal of knowledge, patients, and kind demeanor made our experience one that we will repeat over and over as well as recommend Steve Freeman & Associates to our friends, family and o
I have been using Steve with Freeman & Associates for the last four years (since 2012). I wish I had found them sooner. We use them for our personal and LLC business tax returns. Steve is very personable (which is rare for a tax professional), but more importantly, he is a human encyclopedia of Tax Law. I can't imagine how he remembers all of this, with the laws changing every year. BUT, he is able to explain our government's crazy rules that apply to our situations in a simple, easy to understand way,
I was referred to Mr. Freeman through family financial strategies. Extremely knowledgeable in accounting and financial field.If you looking for accountant to help you how to structure your LLC or any kind of corporation and get you the best tax benefits, you in a right Firm! Ps: Mr.Freeman won't be only your accountant, He will be one of your good friend!
I truly appreciated Christine?s help at Freem & Associates with my 2017 taxes. She asked great questions, answered mine in a way I could understand and had superhuman patience with my e-mail clarifications and hovering. I'm thankful for the envelops and forms provided for my LLC and quarterly payments. I no longer feel completely naive and that I'm in good hands. Great sage advice and professional care.
Extremely great input, simplified. Steve guides you with his wisdom like an experienced mountaineer would guide you towards your goals. And at the end of the appointment you'll realize you've talked about money, PUT IN CONTEXT with what's more important in life.
Steven is the BEST! He has been consulting and doing my taxes for over 15 years! Super pro! His staff is fantastic and helpful too!
Steve retired. He was awesome. Unfortunately he sold to the complete devil. They are horrible people who don't give damn!
Service was excellent, but the food left something to be desired. Probably because they are accounting.
Honest, trustworthy, down to earth, and highly intelligent!
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.