New Wealth Advisors Club

New Wealth Advisors Club

Reviews Summary

The reviews overwhelmingly praise NWAC for its exceptional support, family-like community, and commitment to helping homeowners. Members highlight the club's comprehensive training, genuine mentorship, and focus on personal growth alongside real estate success. Many describe it as life-changing, emphasizing the founders' integrity, the supportive network, and the club's unique people-first approach. The positive impact on both financial and personal development is a recurring theme, with members consistently recommending NWAC for its transformative value.

About This Listing

Business Consulting
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Real Estate

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

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First-Time Clients

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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

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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

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Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

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How to Get Started

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Other Helpful Info

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Features

Business Consulting
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Real Estate

Contact Information

Address

3333 Michelson Dr

Irvine, California 92612

Hours

Sunday Closed
Monday 9:30AM-4PM
Tuesday 9:30AM-4PM
Wednesday 9:30AM-4PM
Thursday 9:30AM-4PM
Friday 9:30AM-4PM
Saturday Closed

Customer Reviews

The people in this club are wonderful - they don't undermine you. They work with you, encourage and help you to get deals and make money. But most importantly they look out for the homeowner first and don't pressure them to sell their homes. They have heart. I have been so happy in this club. I would recommend NWAC to anyone who is interested in becoming a real estate investor.

I recently joined the New Wealth Advisors Club. It's the best investment ever. The club is the real deal. So authentic and truly love their core values that includes putting "People over Profit." That deals are found, they are "created." The culture of the group is so supportive and all about helping each other succeed! Highly recommend the NWAC!

There's not enough words to express how amazing this experience was; to say it was life changing would be an understatement. If anyone has any doubts to whether being apart of this group is worth it, I'm here to attest that it was every bit worth the investment. Malina and Kekoa are the coolest, chillest, successful people i have ever met. They don't look down on you like most people of that stature. Not only do they see you eye to eye, but they genuinely care and make you feel like family. It's difficult t

An Incredible Experience with NWAC ? The Best Real Estate Club! I can't say enough about how amazing my experience with NWAC has been! Even though I'm across the country, the team at NWAC has gone above and beyond to train, support, and guide me every step of the way. Their commitment to excellence and passion for real estate is evident in everything they do. From the moment I joined, I was blown away by the depth of knowledge, the personalized attention, and the hands-on resources they provide. Their tra

If you are looking for a results based organization that helps individuals realize their real estate investment goals, look no further. In the short time I've been with the group, I have a newfound hope and optimism about the future. Surround yourself with great people, put people first, and work hard to achieve your dreams.

New Wealth Advisors has reached my expectations and beyond. The leaders in the group are willing to teach you rather than get to a point and set you free. I highly recommend attending a workshop if you are interested in real estate investing.

Fun to be with the coaches and far better than other seminars. The coaches are there for you to show you and guide you through the entire process unlike other places I have been where it just a sale .

Excellent seminar, well organized, very informative. Honest open discussion that's credible. Hands down better than TAX LIEN Code class. Definitely something I resonate with. Hands on experience that you can apply in the real world.

I attended the three day seminar and was more than impressed. The community and culture is by far unmatched. This isn't your run of the mill investor group. It's a family.

Fantastic group of genuine people with a common purpose to help people in need. Solutions are out there and this group will find the right one that fits! Awesome course with purpose and longevity. Not fake or fraud!

NWAC has had a profound impact on my husband and I. We've realized that we can make our real estate dreams reality while being of service to homeowners in need. The community of members is warm, welcoming and vibrant. Coaches selflessly pour into students by sharing their own experiences, keeping us accountable, and finding creative solutions when needed. We feel blessed to have come across the club and are so grateful to the Boswell family for everything they do for us.

Just completed an amazing leadership training with the New Wealth Advisors Club! ?? The session was incredibly insightful, focusing on analyzing our current habits and making positive changes for a healthier, more efficient lifestyle. Melina and Kekoa were engaging and full of practical tips that I can start using right away. I left feeling inspired and equipped with actionable strategies to improve both personally and professionally. Highly recommend their programs if you're looking to boost your producti

I have to say that I have not only found a new community, but I have found a new family! I recently joined New Wealth Advisors Club and have already learned so much! Not only do they teach you what to do, but they are also out and about with you interacting with homeowners and their families. Joining the club gives you access to all facets of real estate that you may not have had previously. In addition, they are out here helping people that may be dealing with things like foreclosure, actually save their h

I've been a member here for 4 years. They provide in depth courses that you can repeat, the coaches are available to help & guide you through deals and they promote a business model founded on servant leadership. I have grown so much in terms of mindset and my participation in this Club has had a great impact on my life. I respect & trust the leaders at this Club for not only their knowledge but also for their authenticity, passion and willingness to support my growth & success. They are the REAL DEAL.

One of the best decisions I've ever made was to join this family of beautiful souls. The real life experiences that I have been able to encounter have been priceless.The coaches and leaders are so selfless. I'm grateful to have found NWAC, it's had such a great impact on my life thus far.

kakoa and Malina are the best, they work really well and very knowledgable in Realestate. People come first over money with them and that's what I love about them and there company as well as being here in WA

NWAC?WOW!! What an incredible community! I truly believe it was fate that led me to them. They've provided me with a wealth of knowledge and helped shape my mindset for the better. The way they support homeowners in challenging situations, going above and beyond to assist, is truly inspiring. I'm so grateful for the opportunity to work, grow, and learn with NWAC. You guys are AMAZING! Big thanks to Melina, Oscar, and the entire team!!

I've been a member for 8 years now and it is the best decision I've made in a very long time. The people, the programs, the encouragement, the accountability plus the education are un-matched anywhere I've ever been. I cannot speak highly enough from the newest member to the oldest. It's the family you choose to be in. You get to be here part of the family. As for the success at the club, Melina Boswell makes million dollar earners! That's a fact, not fluff. NWAC is open, honest, transparent and, aut

????? Joining New Wealth Advisors Club has been a transformative experience for us. The club offers an incredible network of real estate professionals who are not only knowledgeable but genuinely supportive of each other's growth. The training and resources provided are top-notch, making complex investment strategies accessible even to beginners. Whether you're a seasoned investor or just starting out, the resources and mentorship available here are invaluable. The club's focus on education and practical a

NWAC's "People before profit" approach to real estate is heartwarming. The club is a fun and knowledgeable family to belong to. I am learning a lot and getting awesome support from the coaches. Go NWAC!!

I can honestly say that I found what I was looking for here! Such a great group of people! My husband and I have learned and grown so much thanks to all of you! This group is truly out there serving their communities and putting peoples needs ahead of their own! From the first day we came into the club we knew we were home!

This place is LIFE CHANGING..LIFE GIVING! If you want to be part of a community that challenges you, elevates you, supports you, makes you accountable for your daily business and completely adds more to your life than you've ever imagined.... and I'm not kidding..NWAC is for you. If you are purpose driven and have a heart of service, this place is for you. We do business and life together.Come and be part of this exceptional community! Jessica :)

The Club has been great. If you want to enter the world of real estate and have guidance each step of the way, this is it. The group is genuine and there for you in life and business. People over profits.

NWAC is AWESOME! This place is one of a kind! This club has enabled me to learn so much about real estate & myself that I never would have learned previously. I have grown so much since I have joined this club, not only in real estate, but as a man. I have seen the club have such a positive impact on so many other members & it is an awesome experience to be apart of. I have much respect for Dave & Melina Boswell, they lead with integrity & honesty. If I could give a million stars I would & the club would de

NWAC is family to me & my husband Larry. We have been in the club for about 14 months and it is the best thing we have ever done! Dave and Melina Boswell have created a place to learn about real estate investing, flipping houses, taking care of the homeowners and so much more. Sounds interesting come and check it out. We love you Dave and Melina Boswell!!

Of all the places you can go to learn about real estate investing, the New Wealth Advisors Club is truly unique. You should expect that most companies offering real estate investing instruction are simple interested in how much money they can extract from your wallet, so you really need to be suspicious and extremely careful. Well, when you go to the offices of the New Wealth Advisors Club, you can relax? They are completely, genuinely and humbly motivated by teaching, coaching and helping their students

I have had the privilege of being a New Wealth club member for over 2yrs and I cannot say enough positive things about this amazing platform and opportunity I have been given. As a member you have the opportunity to take classes that will give you up to date knowledge and information to teach you about different strategies to do actual real estate deals. You will also be able to train and learn along side some really great coaches and mentors as well as be part of a large group of like minded people that ha

Being a part of this club is a real blessing in our lives. This club is like no other the love that you feel at the club is real. It's a great feeling being a part of something so awesome. The founders Dave and Melina are a true blessing. They strive for the best for all of us their love and compassion is real they want all of us to be successful in life! It's been 2 1/2 years that my husband and I joined and it truly changed our lives for the better!

NWAC is an amazing group of like minded people that give their hearts to help others. All the coaches are amazing. Dave and Melina have taught us how to become better people before any real estate transactions. I am so grateful to be part of this club, the leadership created by all the people in the club feel like family to I fell very happy to be part it..One of my biggest eye opening is to realized I have so much Courage that I didn't know I Had. I recommended NWAC is like FAMILY :-))

Becoming a member of NWAC was the best thing I have done in a very long time. The club is soo much more than just about real estate. We help homeowners figure out the best solution for their family and in doing so we are able to leave them in a better place/situation than when we first met them. If it were not for Dave and Melina Boswell, all of this would not be possible. All of us would have probably continued going to all of the scam seminars and would not even come close to leaving the homeowner in a b

What this club means to me? There is no value I can put on it--it is priceless! I was not looking to get into real estate, just trying to help a fellow homeowner and friend, and found the club by accident. Six years later, I have not looked back. I am honored to be a part of such an amazing club. The founders, Dave and Melina, truly put service above all else with integrity, loyalty and transparency. Thank you, both, for sharing and bringing your vision to life. I am not sure where I would be today if I wa

New wealth adviser club gives me a purpose of life helping others and do business at the same time is very fulfilling. I love my new life since I joined the club.

This is a phenomenal Club for beginners as well as seasoned investors. The information shared is real and is applicable in today's market. When I decided to join New Wealth Advisors Club I did so because I not only saw value in the information, but more importantly I saw value in the people. Which in my experience speaks volumes about those who are running the organization. It's just the way it works. Good, caring people hang out with other good, caring people. If you're interested in getting involved in

Words cannot express what NWAC has meant in my life. Melina and Dave are authentic, loving and caring people. When you walk through the doors you feel the passion of the people in this club. I've always had a desire to be a real estate investor. At NWAC you learn much more! Dave and Melina Boswell have created a club where serving others is a way of life. New Wealth Advisors Club is my home away from home, "Family."If you're searching for the "Right" education, check it out! Waste no more time or money!

I just wanted to give a quick shout out to NWAC and to Dave and Melina for founding such an amazing club. NWAC is so unique in that it puts service to homeowners above anything else. I have never experienced a real estate organization such is this. Most real estate investors and real estate organizations are all about the money, with little concern for homeowners who may be losing their home. Not NWAC. They are committed to helping homeowners keep their home first and foremost, and they try to help people k

I joined New Wealth Advisors Club in November 2016. I am an Australian who has been working in the film industry for the last 30 years and I was looking to educate myself in the real estate market of Southern California as a way to supplement my income for retirement. I'd been to other introductory courses of a similar nature but not only were those courses absolutely prohibitive because of the costs involved, but I felt there was no support structure behind them and I wasn't sure how my ?next day? was goi

NWAC continues to believe in me and my family not only in my business life but also in my personal life. Dave, Melina and club members truly inspire my wife and I to be better people and better spouses. I can't explain or express in words how much I have changed, and been inspired by this family. I am happy to be apart of this club and witness the greatness that comes from this sanctuary of caring professionals

I love the club. I had a very great positive experience with the instructors and mentors when I came for training. I met really nice people. Dave and Melina are the nicest couple. These people are willing to help you one step at a time, along the way. Now, this coming weekend my wife will be apart of a great training with like minded people. So excited for her to learn more about this amazing company! I really recommend others to check it out for yourself!

When we first join New Wealth, we didn't know what to expect but attending the meeting and just the people was amazing, everyone is so quick to answer questions we have. Before joining we had no idea what we were doing or how to start in this field but the classes we attend have been so effective that it makes us get out and strive to do better. Now my husband and I are out there helping people explaining to them about options they have. Its such a great feeling knowing that were helping families out. Than

My experience with NWAC has been very positive. The training is better than any other real estate training I have had in the past and I've been a licensed Realtor since 2004. Everyone on the board of directors is very helpful. Melina Boswell is probably one of the busiest women I know and she made time to help me and meet with a homeowner I brought to her that was facing foreclosure. She gave him accurate information and let him know what his options were. My coach is Frank Luna and he is awesome! He r

I feel very blessed to have found a group of people who help from the heart and feel passionate about their work in assisting homeowners. The coaches and guidance are phenomenal people ??????

I was really impressed with how personal the whole experience was. They really put people over profits!

NWAC COACH ARE SUPER HELP FULLY AND INFORMATIVE. THANK YOU MELINA AND KEKOA.

Best Real Estate Investing Club!! I've been to a number of others and nothing compares. The training and support I've receive at NWAC is second to none. The instructors are actual investors who are buying and selling in the Southern California market. I came to NWAC because I wanted to flip houses but found a lot more. Everything is in place to be successful. The best thing is there are real people to talk to. At NWAC you can plug in to a team that has the resources available to close deals. The office

I can't say enough positive things about NWAC. I joined in 2014 and have NEVER regretted it for a second. So much so I can't image not being able to be in contact with Dave and Melina and this REAL group of people. It was the perfect fit for what I was looking for in a Real Estate Investment group. It seems odd to call it a R.E I. group because it is so much more then that if you allow yourself to grow you will be amazed where it will take you as a human being.

What does NWAC mean to me? Well It means a lot of things. Not only is it a real estate investment club, its a place where I have been able to be mentored by people who have been through the ups and downs of the Real estate business, but have also experienced the ups and downs of life. NWAC represents morals ethics ,integrity & truth. And that's exactly what they teach their students. They don't lie and tell homeowners what they want to hear so they can steal there house from them. They believe in bein

I found NWAC IN 2014.I had been to so many real estate seminars and was skeptical. As soon as I stepped in the door, I could tell this was real.Dave and Melina Boswell are the most honest down to earth people you will ever meet.This club really wants members to succeed, and alot of them do.Its awesome going to club meetings and hearing the stories of people just like us, and then watching them get handed a check for the hard work and dedication they put into their business.Come see for yourself.It will pro

Wouldn't have wanted to learn how to do real estate investing, flipping homes, wholesaling, etc anywhere else. NWAC, Dave & Melina Boswell and several senior advisors were instrumental in teaching me how to do this business. Forming lasting partnerships through the club, closing a number of deals, coaching other students and helping so many homeowners has been awesome too :) I will forever be grateful for the knowledge I've gained, the support and community this group has brought into my life.

I could never put into words adequately what this Club, Its founders Dave & Melina, and the rest of the misfits I call family here mean to me. How they have personally changed mine and my family's lives forever and taught me so many valuable lessons. I've made a lot of money just by following their teachings, ethics, integrity, and values. But I tell you this, "It would all mean nothing if I did not have this amazing group of people to spend it with!!" This place & these people are for sure, the real deal,

Involving in real estate has been always excited me but I had ZERO experience- abosutely Poor Communication skill - and speak broken English to start with. However, I know this is what I want to do so I must give it a chance. My learning curve have been shorten by working with the people who are actually doing real estate. Learning from my mentors is always the KEY to SUCCESS. May 20th ,2016 I was invited to this club for the introduction meeting and then, I decided to join in the club. I just knew this wa

New wealth advisors club is more than just a group of investors, and more than just a real estate club. It is a loving FAMILY- you can really feel the positive vibe as soon as you walk in the front door- like you are right at home. Dave and Melina are incredible people and I just LOVE them! It's just a GREAT place to be!

If you're looking for a place where you can actually connect and interact with successful real estate investors, check out New Wealth Advisors Club. Their Mission Statement says it all... New Wealth Advisors Club is a group of people committed to empower and encourage all people to realize their core purpose in life. With this realization, we believe everyone can live an inspired life-full of enthusiasm-as they in turn inspire others.

Loved the experience! Wonderful and supportive mentors

I love NWAC. Dave and Melina Boswell have created a community of like minded individuals. The people Dave and Melina mentor, strive to provide homeowners with resources. These resources may aid homeowners who are dealing with foreclosure and/or the probate process. With Dave and Melina's guiding hands, many club members have assisted homeowners through difficult times.

Okay. What NWAC means to me. This club means a lot to me. But not only to me but for others as well. Since I was younger I wanted to get into real estate of course from watching those flip this house, million dollars listing etc haha. Made me want to get into it. My best friend was apart of this club which is how I heard about it. I thought this is too good to be true. After signing up. I was amazed and truly satisfied because they have people who know the business, that want to help you learn, what to look

I've been a member of the club since November 2016. Coming from Sydney Australia, I found the ideal place here, in the U.S, for me to continue my real estate investments. I could not have landed in a better place. The honesty and integrity that emits from the founders Dave & Melina Boswell is humbling and contagious. The members here are very supportive personally and professionally. I was working property deals back in Aus and I've sped up my US experience ten-fold by being part of such an unique environme

Lookin for a fun place, fantastic people and place to learn to flip houses. Then you just found it. They have different classes to choose from. There are classes, that aren't in a their packages, that everyone can attend. You can attend classes as many times as you want. You will find the people there are very willing to help you. The founders of the club Dave and Melinda are fantastic, too. You always have help, and you will also, be assigned a coach. Classes are taught by Dave, Melinda and some club membe

Awesome group of people that actually do real estate investing. If you're looking for a team of people to help you get your real estate investing business moving forward look no further. Highly successful investors in this group were willing to work with me even though I'd never done real state before. I got my first and many other real estate flip deals done because of the business relationships available at New Wealth Advisors Club.

4 yrs and counting with NWAC! NWAC provided us with the training and support to become real estate investors and to grow our own business. My wife and I are full-time investors now, we love the club, and love to be able to hang out with an amazing group of people. As a full-time investor we get the privilege to help new investors learn, to be able to work with and partner together on deals. Thank you Dave & Melina and everyone at NWAC for helping us find our goals and create our own business.

I was one of the many people who fell for this unfortunately. Everything they teach you is good / reliable but here is the catch you are spending so much money to learn one thing and then once ur done with that course they make u purchase another one and then another one or they just make u buy them all at once they are super nice people at times/professional but the price of everything? Totally not worth it since ur not even getting your real estate license your just the third party while they are making m

A community of people that care much more about the wellbeing of others than themselves. Wouldn't be where I am today in real estate and life without their guidance and support. Thanks for everything NWAC!!!

Such a great place to go to learn real estate and have actual people to coach and mentor you through the process. Has become more than just real estate. It's great to have like minded people around to work with. Love love love NWAC

5 Years I began my Education with New Wealth Advisors Club 5 years ago! I've had the opportunity to partner in two different flips, both of which successfully provided 12% ROI. I've also had the opportunity to collaborate with some incredible people to strategize how to "get in, get out and get paid". I've talked with people who have regrettably purchased other programs and 3 day seminars that have little to no knowledge about the business, sadly they've learned the hard way, there is no one teaching a C

I have to edit my review of this club. This is not a place for someone to spend large sums of money to purchase real estate education. You can pay a fraction of the cost for your real estate and a mortgage license work with people that specialize in short sales. I used to be a hard core club member until I realized I was duped. I called some out a bunch of stuff and got the boot. I put a lot of time and money into this company to find out the majority of the senior teams make thier money from selling real e

This place has changed our lives. We have been part of the club for about 3 and a half years now and it has grown and developed so much! Month after month we get to meet new club members and even individuals who have come awhile ago and then returned to see what positive growth that has taken place. If you want a place to call home, a place to help you develop, and an environment you can give back - this is it. The training is at a local office (no need to worry about them vanishing over night) and is alway

Amazing group... AUTHENTIC!L... People first! The real deal! Something all should check out.

I came to NWAC to see what I could learn about real estate and stayed because when I go there I not only learn real estate, I also see how giving and supportive everyone is and it gives me a new charged hope about humanity. The kindness I witness there instantly makes me want to be a better person.

Being a member of New Wealth Advisors Club for three 2.5 years now has tremendously changed not only my financial capabilities but every aspect of life. It awoke the entrepreneur that was dormant for some years now and slowly helped me grow into what I can only say is the beginning of a long lasting successful journey in life. Super excited about my tomorrow.

I wish there was another star. This place is the real deal. Dave, Melina and the rest of the family there are quite unique. They will do what they say they are going to do and they are there for you whenever you need them. I am so happy I have a place in their home and will take this opportunity and make it happen. The class content is vast and informative. There is a formula to this and they have perfected it. All we have to do is take that formula and put it into action. There is so much evidence that th

This is not a real estate investors club, it's a club helping families from foreclosure, and placing homeless families into homes. If you are in a similar situation you need to give them a call. They will try to help you , and the best part about it, is they will not charge you. They will help you as much as they possibly could to help you in your situation. Before you go and pay thousands of dollars to lawyers, or people telling you they will help you save your home, you need to call them first and see it

Want to take a moment and say thank you to Dave and Melina Boswell for this life changing club they created. I'm plugged in for only a year and you gave me the biggest gift I could possibly ask for and its a purpose in what I'm doing. That is so big for me you have no idea even. Doesn't matter where our life path gonna take us, you guys have an unbelievable mark in my journey already and that won't change. I'm blessed and grateful for having you and the journey only began!

They are so inspiring and informative. Thanks to the whole team

I've been developing properties for 40 years. I had the opportunity to visit one of their free introduction seminars. Everything they shared was true and I realized that their knowledge and experience in today?s complex world of real estate was exactly what I was looking for. They are more than just a tool for success ? they are my family!

I can't find another real estate investment organization that does as much as this club to try and help its members be successful. The tools they provide and relationships you build with your fellow members are priceless. I'm so thrilled to be apart of this!

It seems to me all the 5 star reviews were written by newly created accounts who did one and only one review. Red flag #1. If you bother to waiste your time to go to the introduction of the club you would face a used car sales pitch to pay a fee to join. I was under the impression (obviously mistaken) that the idea was to make money, not spend it... Thouse people are praying on the most vulnerable and should be ashamed. Why are they not happy to get a procentige of the deals, but you have to pay upfront? It

The fellowship is good. They teach how too structure and secure ones assets. Prepare you with knowledge not just to purchase real estate but help others too. S. Edwards Achim Home Solutions

Happy to be a part of this amazing family! Every body treats you like family and are ready to help you a d guide you in every way!!

Awesome club very family oriented

If you want to learn Real Estate this is the place. The members and mentors are above and beyond. Everything you need is here you do not have to go anywhere else. See it to believe it.

Looking for a place that does more than RE. NWAC will change your life.

It's not a place that they will get your money, sell you theory and you go figure it out but yourself... It's a club of investors that are currently investing in real estate full time and are really actually available to help and each and every single step on the way to invest.... I completely recommend.

This club is filled with amazing people helping one another to be successful.

An outstanding real estate club in Riverside, California focused on flipping houses, teaching others to invest in real estate and helping homeowners ...

The best investment club. They make sure it's "people over profit"

They want to take 90% of your profit on any of the deals they help you do as well as charge $1200 a year to be part of their club.

Been here for years and it's always been a great atmoshpere for growth and opportunity.

Incredible positive minded group of people who are truly dedicated in providing service to the community.

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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.

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