*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.*
5075 Shoreham Pl #250
San Diego, California 92122
Payam and Avi at Number Nerds are amazing! Seamlessly handled all my tax needs including advising on taxation issues around my investments. Their online portal makes everything so easy. Highly recommend A+++
We were fortunate to be referred to Payam and Avi of Number Nerds, Inc. by our previous CPA who retired. We're so grateful to have such a competent and attentive company to help with our rather complex accounting needs, especially this year. My mom passed away mid 2024 and we had multiple personal, trust and partnership returns due, and they handled them all seamlessly. Modern, secure document processing, great communications and really friendly service. I would heartily recommend. 5 stars +!!! :-)
I highly recommend Avi at Number Nerds for anyone in need of a knowledgeable, trustworthy, and client-focused accountant. Their professionalism, dedication, and exceptional service have earned my trust, and I will definitely continue working with them in the future!
This year I switched from my previous tax preparer to Number Nerds. I am thrilled with the service that they provided to me. Payam is awesome. He is a very professional and honest person who is easy to work with. I highly recommend Number Nerds for your Tax return services.
Avi Taheripour at Number Nerds is fantastic! She's incredibly knowledgeable and goes the extra mile to help. Avi makes tax stuff simple and stress-free. If you need accounting help, Avi's the one to call!
Number Nerds made the tax process as painless and easy as possible. Avi was incredibly kind, patient, and easy to work with. She provided great communication throughout the process. Highly recommend.
Avi Taheripour is amazing! She is extremely experienced and is able to make the daunting task of taxes an absolute breeze. She made herself available for any questions or concerns we had during the process. We appreciate her so much! Highly would recommend her and Number Nerds!
Avi is my CPA and helped me file my corporate and personal taxes. I have had a very positive experience with her. She is very sweet, organized, responsive, and helpful. All important traits I look for in an accountant!
I would highly recommend Number Nerds for your tax preparation and tax consulting. The owners are very experienced and knowledgeable in taxation and tax planning. I also recommend them to all my clients. You should schedule a consultation with them ASAP.
Avi is incredibly knowledgeable and has been instrumental in helping us with our taxes and financials. She is highly recommended for her expertise and professionalism.
Avi is not just your normal CPA, her experience, knowledge and work ethic are the best in the business.
My father-in-law is 90 and needed tax preparation in a hurry this year. Number Nerds responded right away and got everything handled in time. Thanks Number Nerds!
Quick response times and customer service. As well as super kind! I can not say enough about number nerds and what they do for us and our associates.
Efficient, detailed and friendly! Thank you for helping out a small business owner with one of the most frustrating parts of owning a small business
They were incredibly helpful in getting out taxes filed and earning us the highest return.
Number Nerds responds quickly and they are a great resource!
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.