Nexus Square

Nexus Square

About This Listing

Bookkeeping
Accounting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Outsourced Accounting
High-net-worth Individuals
Real Estate
GAAP Compliance
Complex Situations
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

Bookkeeping
Accounting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Outsourced Accounting
High-net-worth Individuals
Real Estate
GAAP Compliance
Complex Situations
Multi-state Experience

Contact Information

Address

60 Pointe Dr #102

Brea, California 92821

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I can't say enough amazing things about Nexus Square! From start to finish, their team provided top-tier service for both my business and personal needs. They handled everything promptly, professionally, and with ease, making the entire process seamless. What truly stood out was their constant communication, they kept me informed every step of the way, ensuring I never had to wonder about the status of my requests. Their attention to detail and dedication to customer satisfaction made my life a million tim

Mohamed provided exceptional accounting expertise. His responsiveness to all inquiries was impressive, typically replying within hours with thorough, accurate information tailored to my specific situation. His professional demeanor and clear explanations of complex tax concepts demonstrated both deep knowledge and excellent communication skills. What truly set this experience apart was Mohamed's commitment to providing guidance without pressure. He offered practical solutions and thoughtful advice while res

Hazel is the consummate professional and a valued partner during tax season. She provides helpful insights and responds in a timely manner to questions. Her passion for her work is evident.

Mohamed and his able team are the best in this field. Mohamed is very professional, punctual and committed to his clients. The Nexus Square team guided, advised and completed our filing a month before the deadline. We are very satisfied with this wonderful team and highly recommend them to a small-medium business / start-up.

I feel so grateful to have found Nexus Square! I've been living abroad for years now and Mohammed and his team have been incredibly patient, helpful, and supportive. I love the newsletters that are being sent out too. They bring a warmth to the oftentimes cold world of taxes/finance/business etc. Thank you Nexus Square for all that you are!

Fast and efficient service. Nexus staff was cordial on any follow up and prompt in answering any questions. Use of docusign made it easy to complete Form 8890. I will definitely use them in the future.

I have worked with Mohamed and Nexus Square for two years and I intend to continue working with them. When I started my Animation LLC, the team answered all my questions and were very helpful setting it up. I know that if I have a concern or need an answer to taxes or retirement contributions , Mohamed will contact me with an answer. I enjoy working with Nexus Square and I highly recommend them.

This is the second year Nexus Square has helped me complete the tax return for the PTA at my daughters elementary school. It is nice to have an organization that is knowledgeable about non-profit groups and how to file their taxes properly. Thank you again to Hazel and Sherri for their support! I plan to direct the new treasurer we elect to our board next year to Nexus Square to have everything done correctly and in a timely fashion.

Nexus Square is exactly what we were looking for. Mohamed and his entire team are top notch, responsive and knowledgeable. I am glad I found them for our company. Thank you Nexus Square!

Mo and the team at Nexus Square have saved my company a lot of money. They always look out for their clients and are extremely resourceful! Would definitely recommend to anyone looking for a knowledgeable and trustworthy accounting firm.

I am a 2nd generation client. The team at NexusSquare have consistently provided outstanding service. They are professional, knowledgeable and reliable. They have helped us modernize how we manage our finances to become more efficient and insightful. By doing so we have had less stress and are confidently navigating to our finnancial goals. I highly recommend you call to schedule an appointment to meet them first hand and see for yourself what a five star accounting firm can do for you and your generations

Nexus Square has been doing my income taxes for the last few years and will continue to do so for many, many years. Competence, seriousness and dedication are highlights of the performance of its members.

Very Thankful For Nexus Square! I have a very unique tax situation which would have cost me a lot more money anywhere else. Mr. Youssef was willing to work with me and I could not be more grateful for the quality of work I've received over the last 2 years.

As Vice-President and Treasurer for the La Mirada Symphony Association I reached out to NexusSquare to complete the Symphony Association's Federal and State tax filings. I appreciated their attentiveness and timely completion of our fillings. I would recommend their service, in particular to non-profit organizations, as they have expertise with 501c3 organizations. Thank you NexusSquare.

I hired Mohamed to help me with my bookkeeping and I am already floored at how much his company has helped me. I am an entrepreneur at my core, so learning my numbers has always been a challenge for me. That's just not how my mind works. Working with Mohamed, I have felt more confident with my business assets and learning how to read my numbers. He also set me up on payroll. I have limited knowledge with taxes, payroll, and the financial side of business, so honestly he's been a godsend. My books were total

The Nexus team is the most thorough I have ever worked with. I also appreciate their responsiveness and excellent customer service.

I am not a US citizen and after my husband's passing away I had a very steep learning curve on US taxes and law. Within a few days after having reviewed my information I had all the answers I needed. My previous accountant couldn't understand the tax treaty between US & NL and the consequences. I am very happy with his fast and complete reply and look forward to working with him in the future.

Very nice office, easy location and easy to communicate with! I have used them for many years and have never had a worry about our accounting or tax returns.

Nexus Square has been doing my taxes for several years now and they have made the process so convenient and easy!!! They have taken all the stress out of tax time for me and my family!!!

Nexus Square is professional and has wonderful customer service. I've been a customer for a few years and will not go anywhere else.

I am very impressed by the efficiency of the employees. The new system was so easy to use. I am more than pleased with their service. I will be back again next year.

We give many thanks to the Nexus Square team, the loyalty and knowledge is the standout difference when it really counts. Thank you

Even in this crazy tax season atmosphere, they are always there to answer any questions I have and file an accurate tax return. Highly recommend their team to my friends, family & clients.

Extremely attentive, knowledgeable and timely. I will always continue with this company. Hazel, manager, is there to help with questions.

I have been a costumer of Nexus Square for a few years, they are excellent always attentive and helpful.

As a recent new customer, I have no complaints about the service from Mohamed and his team

they are a very professional organization that does prompt and complete service. they go the extra mile to help be sure you have all the information and options available.

Good service, great communication. You upload your documents and they'll take care of the rest.

great company to work with - answers all your questions quickly and accurately. Will continue to use them next year for sure.

Very Friendly efficient fast response in explaining any concerns especially the ladies ive dealt with hazel and sherry are awesome highly recommended

They are the greatest! Very knowledgeable, helpful, and super nice ! Been going there for years! ??

Very perfect service. I recommend it to everyone. Mr. Mohamed very helpful and responsive to me.

Very responsive, competent, thorough and friendly service. I highly recommend.

Appreciate the team for helping me so much!

Mohammad is the best CPA in orange county

Very convenient and secure.

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.