*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.*
23 Corporate Plaza #150
Newport Beach, California 92660
I first met Randy Orr more than a decade ago. He was opposing party's expert witness in a dissolution matter that, by that time, had been going on for more than ten years. Since that time, I have worked with Orr Forensic Accounting almost exclusively. What I like best about the firm is the willingness to tailor their services to the needs of my clients at a more than reasonable cost. Randy and his staff are also easy to work with. I highly recommend Orr Forensic Accounting.
Randy Orr is by far the most knowledgeable forensic accountant I have worked with as a family law lawyer. He is responsive and patient with his clients and takes the time to explain complicated issues to them. I highly recommend Randy Orr!
Randy Orr was my forensic accountant on an extremely contentious and complex post-divorce lawsuit. He handled the the case with professionalism, experience, knowledge, skill, efficiency and remarkable patience. He was articulate and spot on when speaking to the Judge and opposing participants. I am absolutely confident that Randy was part of the reason I prevailed. I recommend Randy and his team to anyone needing a forensic accountant! Thank you, Randy!
I can't recommend Orr Forensics more highly. During one of the most difficult times in my life Randy was the voice of reason and provided options and advice not offered by any of the other professionals I was working with. Anyone going through a divorce, or needing forensic accounting, should add Randy to your team. I found him to be trustworthy, creative and smart and always available when I needed him.
I've used Randy over the last 10 years. Sadly, he has become overly busy and very difficult to get a hold of. Literally requiring me to make decisions without his guidance. Worst of all, I gave him a large retainer fee, and even though he has not done anything for it, he keeps ignoring my request to return it.
Randy Orr is the best forensic expert for family law cases. He has been handling my complex case brilliantly relating to foreign asset tracing and marital balance sheet. He saved me a lot of money. Thanks Randy!
I was in a tough spot and Randy stepped in and did a proper accounting of my business. He was thorough, fair and extremely professional. I?m grateful for his services. He saved me quite a bit of money and helped me in contentious settlement so I could move on.
Randy cares personally about his clients and helps to get solutions. In retrospect I should have hired him first before an attorney and maybe I could have settled with my ex.
I had such a good experience with Gary. He went way above and beyond what I had expected. He was full of excellent advice, and eased my fear. He explained things in detail so I could even understand it. Thank you for all your help.
Randy did a fantastic job for me in what otherwise would have been a dire situation. I highly recommend him.
Randy, helped me with my business evaluation along with my divorce and helped me keep ownership of my business.
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.