*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.*
124 W Wilshire Ave B
Fullerton, California 92832
Nancy and Mario are awesome to work with! Anytime I had a question, they were quick to answer and super helpful. Their knowledge and professionalism made the whole experience smooth and stress-free. Highly recommend!
When I first began working with Mario and Nancy, it was quite challenging. I did not like their teaching methods, their approach to work, and their mentoring style?it felt overwhelming at times. However, one of their remarkable qualities is that they never imposed their methods on anyone. Instead, they naturally drew everyone?s attention to the uniqueness of their teaching, including mine. I gradually realized that their style fostered an environment of curiosity and growth, encouraging us to explore our o
As a listing agent, I recently had the pleasure to work with Nancy who represented the Buyers in the transaction. Though we received 30+ strong offers, Nancy's professionalism and responsiveness helped her Buyer's offer stand out. Her understanding of what the Sellers were looking for enabled her to guide her Buyers in submitting an offer that was ultimately accepted, even though there were offers higher than what her buyers submitted. Nancy continued to be thorough during all the steps of escrow and her ti
Nancy and Mario are the absolute A team, you cannot find two people with more talent and experience who both uplift each other to better other people. Mario will have wonderful stories to share, amazing examples to follow and will guide you through the process step by step and spend hours with you if necessary. Nancy will be able to provide you with clear and consice answers whenever needed, and detailed and specific answers whenever appropriate. She will go over a subject once, twice and three times if y
I've had the pleasure of working with The Carmona Team for over a year. It has been a great journey and a significant learning opportunity. Nancy is smart, tech-savvy, and direct. Her clear guidance and strategic thinking have pushed me to improve my skills and think more critically. Mario?s unique communication style and empathetic leadership have helped me gain confidence and develop deeper insights. Both have been instrumental in helping me grow in every aspect. I am deeply grateful for the time and e
I have had the pleasure to work with the Carmona Team over the course of a year. Nancy and Mario are experts in Mortgage lending and provide excellent financial advice to families looking to become new home owners. If you're looking to buy a home for the first time, I don't know anyone more knowledgeable than Nancy to guide you through the process stress-free. You may also wanna check her educational videos on YouTube! Just make sure not to miss your free consultation after :)
I had the pleasure of working with Nancy as my realtor, and I couldn't have asked for a better guide through the complex world of home buying. Although it's not my first time, it's a first-time for my wife, and it was overwhelming for her, and Nancy's expertise, patience, and thoroughness made the entire process not just manageable, but enjoyable. Nancy's patience was evident from day one. She took the time to sit down with us and really understand what we were looking for in a home. She asked the right qu
Nancy and Mario aren't just Leaders, they're mentors and educators. They've helped me achieve milestones that i never knew i could achieve. I'm eternally honour and thankful for having them both by my side on this journey and allowing me to feel empowered. Thank YOU, Nancy and Mario, for everything you've done for me.
Nancy has got to be the best realtor ever. She tells you the truth and helps guide you through the home buying process. She tries so hard to make this process the memory that it's suppose to be, not stressed out and worried. Partner with Mario and the rest of the lock rate team, ( Tami didn't forget about you, thank you!) this has got to be the ultimate duo that provides the best service, communication, and quite frankly extremely enjoyable moments that make home buying a memory that will last forever. Than
Nancy is such a pleasure to work with! She is very well versed with the world of real estate and provides swift and friendly service with the attention to detail that most other agents don't have. She is able to be flexible and work with whatever your needs are all while making you feel at ease if things got stressful. I loved working with Nancy to find our first home. Thank you!!!
My husband and I are first time homebuyers and were totally clueless about the process. Nancy has been wonderful from start to finish. She has supported us and made this process as smooth as possible. We are forever grateful for her expertise and knowledge. Nancy helped us find and purchase our perfect home!
Nancy is the most informative and kind realtor I have met. From day 1 she gave us more information in 10 minutes then two other realtors with 30+ years of experience. She guided us through the entire house buying process and helped us find our dream home. We recommended her to family and friends. Also we build a friendship that will forever last. Thank you for everything.
As a first time homebuyer, I had fears going into this and Nancy and Mario, both explained everything thoroughly. They we're there at anytime I needed them and made this one of the best experiences of my life. my wife and I have a new home, and we couldn't have done it without them. To be honest, we wouldn't have wanted to do it without them.
I've been an RE Agent for 23 years. Nancy Carmona represented the Buyer. Nancy always answered her phone, texts & emails. She updated me & solved numerous, unusual challenges. Nancy also has a consistent positive attitude. She was so refreshing because she WORKED! I would work with her anytime!
Nancy is a very friendly and knowledgeable realtor. She listens to your wants and needs while she searches for listings that match. She always arrives on time and provides all the answers to your questions. She truly made the home buying process an excellent and stress free experience. I have already recommended her to family and friends!
Honestly they are some of the best people to work with ! Will always bring the best out in you and they will always be there to help every step of the way! They way they have faith in you is gunna make you realize you never knew you needed. I can honestly say hands down my favorite type of people to be around, thank you for blessing me with knowledge and patience. Will continue to strive to be the best that we can be! Go team Carmona ????
Mario did a fantastic job in helping me rollover my retirement funds to Nationwide. His knowledge and expertise made everything go smoothly and I truly appreciate all of his invaluable help.
Mario & Nancy were amazing to work with very informative and helpful. I opened my policy with no problems . I definitely recommend you work with them to secure a legacy for your family.
Have used Nancy for my loan needs for over 5 years now . Recently had a zoom meeting with her and her husband and business partner learned alot about investing strategies that I have overlooked ... would recommend this team highly.....
Mario and Nancy were extremely professional, knowledgeable, and efficient. They will go above and beyond for their agents and clients. I highly recommend anyone on their team.
I found her when I was looking around an open house. She was different from many other realtors who did not seem professional or friendly. She seemed very professional and sweet. And I was right!!! Working with her was a very satisfying experience. She always tried her best to answer my questions and do the job on time so that I could get the house I wanted. For my next house, I will definitely ask her for help. I highly recommend her!
No words can explain my gratitude to this beautiful couple, they saved me a lot and have always gave me the support I've needed unconditionally! Mario and Nancy, thank you so much even though it's not enough ??
Very complaint, knowledgeable, kind and helpful. I would've rated 10 stars if I could.
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.