*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.*
29015 Cll De Caballos
Menifee, California 92585
I have been doing my taxes here for 2 years and my dad has been doing them for about 4 years. Margarita has always been so helpful towards my father and does an excellent job at answering any questions and concerns he has. She's done a great job at working with my dad. I've started doing my taxes with Anahi and they have been helpful and patient. I liked how Anahi takes her time explaining any questions I have and is honest. Our family trusts and enjoy the services that Margarita and Anahi. Definitely recom
Highly recommend margarita if you need to get your taxes done! She's truly the best, very honest, she explained every question that I had. I always feel very welcome & appreciate every time I go to her office it feels like family!. Please don't think twice and go get your taxes done by her!!.
We where looking for a new agent in the area since we are new in town. We called Maggie and her staff and we had a positive initial contact. After a meeting her and her team we where extremely impressed and we are so appreciative of her time and patience with my family and I. We also want to thank Anahi for all the patience and time to explain and educate us in their field. The team is equipped to do many services just like the name of the business (Multiservices)I see a long term professional relationship
I called and made an appointment with Maggee, who assisted me with my tax return. She made my tax easy to understand, I felt welcomed in her office. I highly recommend coming into her office.
Very accommodating and friendly, called and scheduled an appointment in person and helped me out with exactly what I needed. Ana and Maggie are very helpful and knowledgeable. Definitely earned a new client.
I love the environment of this office. Margarita and Anahi are very professional and also help you with any questions you have. I definitely recommend them best service out there
(Translated by Google) I 100% recommend this place. They are very friendly, reliable and professional. (Original) 100% recomiendo este lugar. Son muy amables, confiables y profesionales.
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.