*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.*
9648 9th Ave #2
Hesperia, California 92345
Extremely disappointing, we have been using them for 5 years and every year they have to file an extension because they can?t complete it on time. We have them do our book keeping and taxes and their excuse this year was because the person that didn?t book keeping quit. They also did not file the extension for the s corp in time, only an extension for personal. After weeks of trying to get ahold of them bothe via email and phone they responded saying it?s our fault. Disgusting way to do business.
They were really good until they weren't. Then they were very bad indeed, stubbornly insisting they were right when they weren't, losing us several hundred dollars in the meantime, and sticking us with an ongoing unresolved tax issue. Definitely won't be back.
This was our first year filing here and I can honestly say it has been the easiest yet because they are so helpful in explaining everything to you. Any questions you have they can answer and that only comes from the experience they obviously have. They never seen to be impatient with you even if you're clueless. I used to be worried about taxes but they make you feel assured that you'll be okay. Such kind and helpful people and they don't overcharge for their services, the price was incredible and the servi
Mark Moff mis-routed my tax return and screwed me out of $8000 dollars. After providing him with my CORRECT acct. and routing #s he entered them incorrectly while filing my taxes. This resulted in not only my state and federal tax return being sent to the wrong acct but my stimulus as well. Oak hills tax has been outrageously unhelpful and combative with me. Mark Moff refuses to take responsibility simply repeating " I dont know what happened". This has leds to months long phone calls to the IRS with little
Really recommend them ! They explain excellent on anything you need done! Great prices .. Definitely will be going back to them
Excellent service, very friendly and any questions you have are easily explained. I recommend it
Amazing, professional, extremely knowledgeable in her profession.. I won't use anyone else..
Great staff. Awesome, friendly, professional employees.
Great service. Very professional.
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.