Nationwide Tax Advocates

Nationwide Tax Advocates

Reviews Summary

The overwhelming majority of reviews praise the company for providing excellent, professional service that alleviates tax-related stress. Customers highlight empathetic, knowledgeable staff who offer clear guidance and effective solutions, often significantly reducing tax debts. Many express relief and gratitude for the team's responsiveness and ability to simplify complex tax issues. While most experiences are highly positive, one negative review mentions aggressive tactics and unexpected fees. Overall, the company is widely recommended for resolving IRS problems with transparency and care.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience

Contact Information

Address

160 S Old Springs Rd # 160

Anaheim, California 92808

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed

Customer Reviews

I was in a Tax Advocate company before I met Matthew here in this company . I was thankful and happy knowing him and I am lucky and blessed GOD sent this guy to work with my taxes. The first tax advocate that I had stopped communicating to me when in fact I was paying them to do my taxes. Matthew was able to do it now successfully. For me he is the best. I highly recommend him to anybody who has problems with their taxes. Aside from being an excellent tax advocate, he is also kind , honest and friendly in d

I was in need of some serious help with my IRS issues. The IRS can be very intimidating organization to deal with. I was feeling hopeless and scared. I came across this company and got a response right away. Paul Kim contacted me, he reassured me and took the time to listen to my issues and looked into my situation with the IRS. I am so thankful to have found these guys! They are efficient and dedicated to help. I would highly recommend them to anyone going through similar situation as me. I feel like I hav

Grateful to have Ed and Nationwide Tax Advocates representing me with the IRS. After my initial phone conversation with Ed, I felt a ton of relief lifted off my shoulders. Ed was knowledgeable, professional and helped calm my nerves. Thank you, Ed and Team at Nationwide for your professionalism and helping solve my tax woes!! I can sleep better knowing I have Ed and Nationwide Tax Advocates on my side!! Give Ed a call, I promise you'll be happy you did!!

I had an outstanding experience with the service I received in clearing my late taxes. The advocate made a stressful situation much easier to handle and provided clear guidance every step of the way. I truly appreciated the professionalism and dedication that I received. I highly recommend this service to anyone needing help with taxes!

Nationwide tax has helped me and my wife and saved us over $25,000 owed. We paid the IRS only $1200.00. We had a wage garnishment and bank levies. I have been burnt by other companies. I am very pleased and recommend all my friend family to them. Thank you Ed, Miriam, and head of legal team Frank.

I was deeply in depth with the IRS and had no idea how much I was in for. I got a big surprise when I had called Ed looking for help and had him check out my situation. My heart dropped and I thought to myself I will never be able to pay the amount that was owed. My stress level was Sky high. After talking to Ed and having him help me out and check out my taxes owed he helped me get my stress level back down to normal. What a relief. I'm very happy that I called Nationwide for help. Ed is a miracle worker a

This was by far the worst service I have ever had. It started off with calling them I thought I would owe taxes because I have not completed my taxes from 2022/2023. My daughter needed them done for financial aid for college. Called them they seen the week spot so then they tried to bully me and push me in a corner after taking 450 of my money for there bogus research fees(Wong terming). Then told me the irs filed my taxes for me and I owed them a bunch of money and to get them Started they needed 7000 beca

Nationwide Tax Advocates should be your only choice when dealing with past tax issues, I own and operate a business, post Covid times have been tough. Don Dornin helped me and my business become tax compliant and alleviate over 100k in penalties and interest! I had several unfiled years of taxes, and now I can honestly say to everyone these are the guys you can trust to resolve your tax issues and restore your peace of mind! Great job!

I odd the IRS over $70k and was in no position to pay that amount of debt. My wife had passed away and all of the financial obligations rested on me. I am retired and the household expenses was predicated on both of our income. NWT contacted me and I reluctantly accepted their offer to solve my tax situation. It was the best decision that I ever made because they completely wiped out my tax liability. I am so grateful for their service and I encourage others are in similar situations as I had to let them he

My name is Melanie. I recently had the pleasure of working with Nationwide Tax Advocates in Anaheim, California, and I can't speak highly enough of their services. Ed, my representative, was truly exceptional in handling my tax situation. He not only crafted a payment structure that was affordable for me but also provided incredible support and guidance during a particularly stressful period, as the LA wildfires were raging. Ed's professionalism and delightful demeanor made a daunting process much more man

Friendly and professional Ed helped put my mind at ease. Was going with Alleviate Tax and wanted to charge me half of what my IRS debt is, doesn't make sense. Thank you Ed. I will recommend Nationwide Tax Advocates.

Don is great! HE HAS MADE ME FEEL PEACE OF MIND AND I FEEL THAT HE IS GOING TO HELP ME GET THROUGH THIS. Nationwide has an amazing legal team! Another company robbed my money

Well ...where do I start...Mariam , Ed and their associates were basically an answer to a very nagging problem in my life. Taxes Taxes Taxes. You acquire them every year you think you're putting everything in it's expected category, but you are busy with living and since you're focused on all the things that get piled on you everyday you may not get everything in the right slot. That's where Nationwide Tax Advocates pulled my booty out of the proverbial "fire". I let it go (didn't organize or submit) one

My husband and I are still in the beginning stages of the process, but can't recommend highly enough the services of Mr Paul Kim. He's very much put us at ease, and because of this we can now realistically look forward to a timely resolution with a years-long, seemingly unsolvable issue. Highly recommended!

Paul was very helpful and was very understanding and very patient with me doing this wasn't easy for me you have helped me with something I had a hard time doing they are a great business thank you.

Nationwide Tax Advocates is a trusted firm with competent, compassionate tax attorneys' and agents that not only will work for your best possible outcome, they make the daunting process of dealing with the I.R.S. a breeze. If you find yourself in a situation with the I.R.S. or State do yourself a favor, employ the people at Nationwide Tax Advocates represent you! They are truly the peoples' tax firm!

So far, dealing with Stephanie & Ed has been very pleasant. They have been very responsive and proactive with my tax situation, explaining in detail what my options are, answering all of my questions, and what my next steps are. I?m happy that to have Ed and his team on MY side. He is very knowledgeable, professional, and personable!

I have had an extraordinary experience working with nationwide tax. Don has helped me tremendously and I?m looking forward to continued relationship with him and the company in getting my taxes completely wiped out.

I've just recently started looking at my options in fixing my tax problems. Mr. Paul Kim has been very knowledgeable and helpful letting me know what my next steps are. I've done my due diligence in researching this group and I'm very pleased in what I have discovered that they can do. I believe I will move forward with this group just as soon as I gain the resources for the fees involved to get started. I believe it will be a very good outcome for the investment I'm putting forth.

My experience with this company, was pretty good. I was well informed of the steps that I need to take to clear up my tax situation and the representative that help Mr. Paul Kim is a true professional

I want to recommend Natiinwudee Tax Advocates, I appreciate the way you work with me, I appreciate your Agent Don who keeps in touch with me on my Tax status...I recommend Nationwide Tax Advocates to all who needs Help with Tax problems...... Thank you

We were found in a hardplace with the IRS and Ed Faiez with Nationwide Tax Advocates helped me tremendously. I recommend him and his firm Highly for all their services.

I meet ed about a month ago he worked on me a few times while I thought about him, after a month I had called him back to get started he assured that I would protect from the IRS and he is going to get me enrolled in the fresh start program to get my life back on track

The entire team at Nationwide Tax Advocates did an incredible job resolving our tax situation. A special shoutout to Ed, Damian, Frank, Miram, and the rest of the staff for their dedication and hard work in achieving such an outstanding outcome. Thanks to their efforts, our entire tax debt has been completely resolved?and all at a very reasonable service fee. I?m truly impressed with their professionalism and expertise and will confidently refer friends, family, and business partners in need of a strong fin

When i first got the call from Damian about solving my irs debt, i was skeptical. I decided to trust him and start the process of clearing up this debt so I could start fresh without owing the irs.Im just now starting the process with Nationwide tax Advocate but they have worked with me on a payment plan and Damian is so quick to follow up on all my concerns. I feel a little less stressed knowing you are on my side. Damian is GREAT! Thank you, Nationwide Tax Advocates. Quick follow-up on my case. Ed in the

Today spoke with Ed from Nationwide Tax Advocates to help me resolve my tax situation after going trough the painful divorce. Ed was very knowledgeable and helpful in discussing my options, and I value his help tremendously! Thank you Ed.

I had the pleasure of working with Paul Kim who represents Nation wide tax advocate.he was totally transparent. His explanations very clear and precise.

I just reached out to Nationwide Tax Advocates with some important questions regarding my filing situation and they went out of their way to provide me with answers to my questions. I've been trying to receive consultation for days, calling different firms with no success. I appreciate your help. Thank you!

I had a very relaxed and what seemed like "informal" experience with Nationwide while applying for tax remediation. I'm used to Sales people talking over me. But instead I got a Senior partner in the company who answered all my questions and was really helpful... and non-pushy!

I had a tax debt of 125k from my s-corp business and I astounded by the help I received from Paul from NTA, ED and his legal team. He's straightforward, knowledgeable, and actually understands my issues with CA FTB and IRS. All in all, the cost of services and the amount I settled my tax debt at 500 dollars was far better than facing the issue myself; in terms of cost of manpower and energy that i have to manage my own businesses. I cant thank them enough.

Ed Faiez was helpful with answering my questions, explaining the process and providing great customer service. I'm praying for positive results in my favor.

Easy to sign up. Ed was very helpful in helping me understand what I needed and why I needed help. Signup went smoothly and signatures and billing were done electronically/phone

I have to thank Mr Ed for the good awesome work that he did for me He saved me 38 thousand dollars with he?s legal team wish I appreciate very I recommend he?s services to my family and friends thank you sincerely Guilherme Soares

Ed and his team has saved me over $20k I am beyond grateful for this law firm. It was quick and fast. I recommend them to everyone.

I had a great experience with Ed at nationwide tax advocates. He was very helpful. Very professional!

I would like say thank so very much for your customer care and support services you give me it's unbelievable poul Kim God bless you ??

I cannot express enough gratitude for the exceptional service we received from Ed Fiez in assisting my husband with his tax arrangements. Ed's professionalism, expertise, and genuine concern for our financial well-being made a complex and often stressful process remarkably smooth and manageable. From our initial consultation, Ed demonstrated a deep understanding of the tax landscape and took the time to thoroughly explain our options. He was patient, attentive, and incredibly thorough, ensuring that every

Paul Kim was very very very helpful and thruth and up front. If you are having tax problems. Paul Kim is that Pearson you need.

I owed irs $52,000 since 2013, I got referred by my friend. He told me to call Ed at nationwide tax advocates. I don?t have to pay any owe tax. His fee is reasonable. I will refer any friends or family to Ed. Thank you Ed

I recently received a bill from the IRS, prompting me to seek out professional tax assistance. Due to their proximity, I contacted Nationwide Tax Advocates, hoping they could help with my matter. However, my experience with them was deeply unsatisfactory and raised several red flags. From the outset, my interaction with Nationwide Tax Advocates was troubling. During our initial phone call, I was pressured to leave a 5-star Google review before any services were provided, in exchange for a discount on their

Mr. Ed Faiez and his staff, very helpful and caring to his clients. Very professional, Respectful, Considerate, Listen to the clients. He listened to my issues. Reassured me, he could help with my tax issues. All of his staff, from the Legal department to the attorneys, everyone at National Tax Advocates, they were always keeping me updated on every procedure that was being done on my case. Mr. Ed and the staff would take the time to explain everything in detail. The persons that were working my case we

My experience with Tax Advocates was great they we're very informative about their company,I was pleased to get the help from Mr.Paul Kim

I owed 15000 ti the irs an after dealing with nationwide tax advocates they reduce my liability by 100% an also got my 1300 $ refund from the irs They did fresh start program for me i recommend to them to anyone who owes money to the irs an need help with there debts. Ty Frank ,Miriam, an ghank you Ed tax king. A friend in your pocket

Hi I spoke to one of your advocates name Ed Faiez oh my God he was so nice and friendly took his time with me thank you for sending me a angle.

Nationwide Tax Advocates have been a guiding beacon of light to solving the tax crisis we have faced for over 8 years. Having an ASD son along with a cardiac arrest had brought a hardship to our finances that we thought nobody would understand. Eli Ed & Frank have successfully turned a dark period of helplessness & uncertainty into a fresh new start with a future of promise. Eliminating our tax debt from almost 34,000 + penalty & interest to a zero balance if we pay the next 5 yrs on time in full was a drea

I worked with Ed. He was very informative and confident in what he was doing to help me. He was kind, never made me feel uncomfortable or foolish. He put a smile on my face and gave me hope for the first time. You are fortunate to have him represent your company. He humans well!

Awesome company don is great he helped me with my tax issue

I highly recommend Nationwide Tax Advocates. We had a considerable tax debt and they did a wonderful job resolving it. Frank was exceptional in getting back to me timely on all matters. Very easy to work with and super friendly. You never know when you start with these types of companies if they will hold up to what they promise, but Frank and Nationwide did so on every turn.

Nationwide Tax Advocates is a wonderful company that is helping me resolve my Tax problems I was hesitating to try them but I don't know why but now that I'm trying them they are very very helpful

When i needed help i search around and now very happy with my choice, they do what they tell you and more, so far very happy!

Very satisfied with the service. Ed is very patient when i had so many questions and did not understand legal terms, explained everything . They work with your budget, payment plan. Resolved my debt fast. I owed 55,000 brought it down to 2,800. Couldnt ask for a better team. I thank you very much appreciate you for advocating for me.

Just heard today from Frank at Nationwide Tax Advocates that my backtaxes from years 2016 thru 2023 are now noncollectable. That is over $30,000! The best news I have had in years! I have been working with Natiowide Tax Advocates on my tax debt since 2021. They called me one day back then saying they could help me. I was so skeptical as one should be due to scams these days. I looked them up and found they are legit and agreed to sign them on as my tax lawyers. So glad I did cause they saved mine and my

Nationwide Tax Advocates did a phenomenal job in resolving my past tax obligations. They were in constant contact with me and resolved my debt as successfully as possible. Ed Faiez and his team were great to work with and I am very happy with the end result.

They helped me with passport issues and saved me 180k owed to the IRS. Please sign up with them they saved my life.

Ed has gone to milestone very knowledgeable and was very very very helpful. I thank him for resolving the issues or trying to make issue result. It was really nice talking to him. He did an awesome job. Thank you Ed yes

I recommend Nation Wide Tax Advocates and especially Paul Kim, he is taking good care of me.

Paul helped me very well with solving my taxes! Helped me understand and answered all of my questions.

I was in a bind and Paul reached out to me with a helping hand and walked me through there program with compassion and knowledge of how to help my tax situation!!

Maryon , Ed, Frank did a excellent job of getting my taxes reduced from 30,000 to 5000 I would tell anybody with back taxes try Nationwide Tax Advocates they will do the best they can to resolve your issues thanks again Nationwide Tax.

I spoke with Paul Kim today and he was pleasant, helpful and informative.

We?re thrilled to share our experience with Nationwide Tax Advocates and provide this review based on the outcome of our case. My wife recently received excellent news from Nationwide Tax Advocates, informing us that they had achieved their end goal with our case and saved us over $75,000 off of our debt with the IRS! They were able to accomplish this in under 6 months and we do not have to pay the IRS any money whatsoever. We are beyond grateful for the hard work and dedication that Nationwide Tax Advoca

Great customer service Paul excellent service answer all questions took the time to go Thur the steps

So far these guys seem to be reputable and I have decided to work with them to resolve this matter. I stayed away from many after a bad experience years ago but Eric seems to be competent and honest. I'm looking forward to working with them to resolve this matter quickly. I tried another company called Omni and they took my money and ran so to speak. I will let y'all know my experience when we get this resolved.

Nationwide tax advocates were extremely helpful in resolving my tax issues. I would recommend them to anyone in need of help dealing with taxes. D. Finn - I give them two thumbs up.

I recently had the opportunity to work with Ed at Nationwide Tax Advisors regarding a significant tax issue with the IRS, involving an amount of $24,000. The level of expertise and professionalism displayed by Ed throughout this process was truly remarkable. From the initial consultation to the final resolution, Ed demonstrated a deep understanding of tax laws and IRS procedures. He carefully assessed my situation, provided clear and concise advice, and developed a strategic approach to handle my case. His

Ed and the people at Nationwide Tax Advocates know there stuff. They will get Uncle Sam off your back. No more sleepless nights, the worring is over! They understand, and are there for you in so many ways. Stop the levis, set up meetings with the IRS, get your debit lowered if not dropped. Fined you financing if needed. They make you feel like Family. So if you need this kind of help, give -um a try, you won't be sorry

Frank and Ed did an amazing job with my tax issue. My debt was $39,000.00 I believe I payed the IRS $2,400. And of course the fees for Nationwide. They were very kind and professional through the entire process. I would recommend them to anyone who needs help!

Ed Faiez has been absolutely Amazing, he has made sure that we were contacted and provided the best service available. We're very happy with his professionalism and attention to detail. Best accounting attorney available!

Well to say the least in very few words this tax irs assistance company is legit and they are real just as you and I are. They do care and actually listen to their clients about their needs and issues with not only the it's debts and their wish lists of taking everything us working people that built the greatest country in the world without remorse or understanding what the working people in America actually deal with. Non the less Damion took time from his day and position along with precious moments with

The advisor that helped us was very patient and informative.He understood our concerns about paying back taxes,and made us very comfortable in knowing that he could help us. I believe that this is a good company to use.

I spoke to a guy name Ed. Speaking to him has brought alot of comfort to a person like myself whom had sleepless night over the IRS. Speaking to alot of taxs firm I'm glad I waited till the last minute because I needed to know it was from God Almighty. I feel a load off my shoulders. Thank to Ed.

Ed, Frank and the entire Nationwide Team saved us $49000.00. My husband and I are so grateful to all who worked our case with the IRS. What a pleasure doing business with their team. If you have an IRS tax problems please contact this great group. Once again thank you!!!!!!!!!!

Damian was very helpful this afternoon. He was very informative and was empathetic to my situation. Thank you Nation Wide Tax Advocates!

So far my experience has been great. Stephanie was patient with my frustration and made me feel like I was heard. I appreciate everything so far. Thank You.

Ed with nationwide tax Advocate was great help and a sincere person

Very nice person and understanding AND they explained to you and answer all questions thanks to Paul

Thank You, Thank You, Thank You!!! I can't thank Ed Faize and the Nationwide Tax Advocates enough. They were outstanding the entire time. Ed was polite, personable, knowledgeable and had a very calm demeanor. When I talked to Ed and he told me that ?He would take care of everything and not to worry because they would talk to the IRS and be my advocate,? that was the most positive thing I had heard in a long time! I could finally get a good night?s rest. What a relief !!! Yes, I would use Nationwide again

Nationwide Tax Advocates have been the absolute BEST to work with. They stayed in touch and explained everything they were doing along the way and made me feel at ease with the process. They saved me 95% of my debt. I HIGHLY recommend them you will not be disappointed!

I am very impressed with Damian and his knowledge. I look forward to moving forward with you. Hopefully this can quickly be resolved. Again Damian was very knowledgeable professional ,and a little humorous,which I appreciate!!!!!!

WELL, ONCE I SPOKE TO DAMIAN I FELT RELIEF! He informed me of all my options I saw the light in this dark tunnel! I will be moving forward to tackle my IRS issues, and the bonus is I won't do it alone.Thank you Damian!

Ed and Frank did a fabulous job helping Myrna and myself with our tax issues! We have had other companies that did absolutely nothing to help us , but they did an awesome job! Thank you so very much!!!

I would like to recommend Nationwide Tax Advocates. I work with Ed. He was so extremely helpful. He solved all problems. Thank you so much.

The Nationwide folks have been very patient and supportive with me in my situation. Previously, I had contracted with a different firm,for help in getting a solution for my tax problems and I got ripped off for a lot of money, so I was very sceptical but needed help. Well these folks convinced me to trust again and I'm glad I did. They kept me informed throughout the entire process and that was a stress relief. Thank you very much nationwide. I recommend these folks they are no.one in my book.

Ed was kind and helpful with my tax , I am glad to contact Nationwide tax advocates My name is Sonny duong , again thank you Ed ,

I have been working with Nationwide Tax Advocates for a number of years. It took a bit longer because I had financial difficulties in paying the fees. However, Eli Faiez? patience kept my file going. After owing over $70,000 from 4 tax seasons, I did not have to pay anything. I am indebted to Eli Faiez and Nationwide Tax Advocates. Thank you.

I am dealing with Ed ,Frank and Miriam at Nationwide Tax Advocates.They are very Professional,Reliable,Respectful and Helpful.

Nationwide was very helpful throughout the process. They were able to settle our debt to a small amount. They were understanding of my situation, I would definitely recommend them!!! I get tax refunds now!!! There great at there job

I?m glad I came for help. I hope my process will go through pretty soon how my tax release payments will go down what I?m paying now this looks like a good program.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.