*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.*
1100 Town and Country Rd Suite 1250
Orange, California 92868
Our experience with Becky Sebastian tax attorney was exceptional. Becky was very transparent through every step in working with us to resolve our IRS tax debt. She always took the time to be patient and kind in explaining all the steps involved in the process of communicating with the IRS. Becky helped us to resolve a 100K plus tax debt in submitting an offer and compromise and receiving acceptance the first time. Wow! We are truly grateful and blessed to have had her in our corner. I highly recommend her l
It was a tremendous experience working with Becky as she assisted us in handling some IRS issues. She was always professional. responded quickly, and ensured followup with the IRS agent when he was not responding to her. She saved me time, money and greatly reduced my stress. I recommend Becky without reservation!!!
Becky Sebastian is one of the most professional attorneys that I have ever met. She is very knowledgeable, but is also very kind and does a great job of communicating with her clients. The level of personal attention cannot be matched by one of those large nationwide tax firms. She charged me a fraction of what I was quoted for the same work. I would give her ten stars if I could. If you have a tax issue call Becky; you will use her and love her.
Becky is amazing! I?m a trust and asset protection attorney and help guide clients often with tax issues. Becky has helped past clients successfully navigate tax issues, penalties etc. Today I had a long time dear client in my office who shared a current tax issue he is making monthly payments on. I referred him to her and he said, can we call her real quick? I said sure but doubt she will answer or be available? not only did Attorney Sebastian answer but she took the time to guide my client and went out of
Far exceeded my expectations! Becky Sebastian is amazing! Not enough words to describe her. Professional, knowledgable, affable, kind, diligent... I can go on and on. Becky knows the law! I had heard what she accomplished for other clients but I did not want to get my hopes up too high so I kept my expectations low. However, she completely shocked me! Retaining her services was the BEST financial move I ever made! Worth every dollar. Do yourself a favor and take a free consultation with her. She w
On behalf of the business, of which, I am office manager, we had an ongoing, large back tax issue with the IRS. From the time we first retained Morgan Sebastian Law, PC to the successful outcome of the case, we received professional, responsive, caring services throughout. Becky was patient and explained what needed to be done for the case in terms easily understood. She worked on our case, communicating with the IRS, so that our case was not forgotten. We highly recommend her for all tax related issues an
After and error was made filing my taxes many years ago, I found myself for the first time owing the IRS a large amount of money and could never catch up on payment due to interest. I reached out to Becky Sebastian Law who walked me through every step and explained everything legal in a very simple and clear way to understand!! She was very professional and helpful!! She submitted an offer for only $100 to the IRS which they accepted!!! Couldn't have asked for a better experience!! Thank you so much fo
Becky exactly what you dream a tax lawyer can be. She really cares about her clients. She is honest, up front and always follows through on her commitments. I highly recommend her to anyone who is evaluating the best option.
Becky Sebastian represented me in an extremely stressful situation that was looming over my head for years. She's professional, responsive, smart and an absolutely amazing attorney. I can't thank her and this firm enough for all of their legal guidance/services!
Becky was super nice to speak with and took a hold of my situation - she was engaged and involved- She was quick to return calls and emails ? Thank you ( Super Job )
great service, great follow up, great advice, great result. Becky is particulaly Great
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.