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19900 MacArthur Blvd Ste 890
Irvine, California 92612
I found Pacific Associates a few years ago while looking to consolidate a number of credit cards that were bogging me down with high monthly payments. I wanted to get rid of my credit cards, however it was going to take 10 to 15 years to pay them off because of the huge interest fees I was getting charged every month. I noticed Pacific associates had great ratings so I decided to give them a call. Pacific Associates employees made everything super easy. I let them know what was going on and gave them my in
I'm so glad that I signed up with Pacific Associates. After unexpectedly becoming a single mother, I had gotten myself into so much credit card debt while trying to make ends meet that it was going to take me several decades to pay it all off. Worse still, I was going to end up paying double what my initial balances were. Through Pacific Associates' program, I was able to completely eliminate my credit card debt in 3 1/2 years. Better yet, by participating in the program, I was no longer continually stresse
We were very pleased with our services from Pacific Associates! Roger and his team were amazing! They responded to emails, questions, and any concerns almost immediately. They made us feel like we were family and not just another customer! Without Pacific Associates we would still be in financial distress, but now we are living debt free.
Roger Young and Pacific Associates went over and above my expectations for help with my credit card situation! I was skeptical at first but after speaking with Roger & his team my fears were turned into Trust. I was able to phone, text and email Roger many times when I had questions and needed guidance and advise. I am SO thrilled that after several years with this great firm I am now debt free!! I HIGHLY recommend Pacific Associates for anyone who is in trouble with their credit cards as they will help
Pacific Associates is a trustworthy company who truly helps people get out of a mountain of debt. Roger and his team were with us every step of the way and did everything they said they would. Our credit scores immediately improved and now we are clear of past debt that was holding us back from our financial goals. I would recommend Pacific Associates over other debt management companies for their personal attention and care that they provide to their clients. Thank you so much Pacific Associates!
Pacific Associates has been a quick and easy way to handle my debt consolidation needs. Sign up was quick and easy, and I received monthly status updates informing me everything was on track. When ever there was an issue or question I would always receive a response back within an hour or two (or the beginning of the next business day if contacted outside of business hours). While I hope I don't need to, I would do business with Pacific Associates in the future.
Pacific Associates made it so easy to consolidate and get rid of my credit card debt. I was drowning in payments and felt like I would never catch up with them, or the added interest. I am so thankful to have been able to pay one monthly payment with them. This week I am paying off the remainder of my balance with them and so glad to finally be free of my past mistakes I made with credit cards. Thank you!
Pacific Associates has been such a helpful process in helping us consolidate our debt and repair our credit. They have been up front with us in their policies, given great support and clear communication and have been very genuine in their desire to help people in trouble with debt and credit issues. I can't say enough about Roger and his who were consistent in our time with them. Our credit scores have gone up in this program and they were quick to answer questions or concerns at any time. Do yourself
Pacific Assiciates is by far the best!! we have found them to be honest, forthright, and professional. we knew every step of the way we were in good hands, they took care of everything flawlessly and made a difficult financial situation easy. We felt confident with Shane and Roger as they were always checking in, keeping us up to date on the process and answering any questions we had with patience. The follow through was amazing and there was no ?hidden? agenda here. Just an honest company working hard for
The people at Pacific Associates were great and helped me get out of debt. They were able to come up with a plan that worked with my income to not only pay off my debt but to also have money leftover for my monthly living expenses. The customer service was great, always had someone to answer and workout any concerns I had, especially Roger who always had an upbeat and optimistic view that made me feel comfortable. Highly recommended for anyone struggling with never ending Credit Card Debt.
about almost 3 years ago, my credit took a toll during my undergraduate years. I was working very little in order to obtain my bachelor therefore not being able to pay my debt accordingly. A family member told me about Pacific Associates and how they changed her life. I reached out to them immediately and they have no changed mine forever. My credit gets better every month and I am now debt-free! I can't imagine where my credit and peace of mind would be if it wasn't for Pacific Associates. Nonetheless, I h
I was in a bad state in financial when I contacted Pacific Associates. I can't even get approval for credit cards or personal loans because my score is at a low point. Collection agencies are calling me non-stop, harassing me to pay them. When I start working with the team, they really help me from the start until the end. Collection agencies stop calling me, my score went up, they respond fast to all my inquiries and concerns. I have peace of mind knowing that the team got my back if there's anything help
Pacific Associates is the best company to help you pay off your debts. They have a professional team that are on the top of everything. They are all good, but my favorite person to talk to is Mr. Roger Young. He is a very professional, kind, and non- judgmental human. Thanks for your help, guys.
I could not be more satisfied with Pacific Associates. I had a large amount of debt that I could not get ahead and with some personal events made it even harder. This was the first time working with a debt consolidation company and I have to admit I was a little concern working with a company in California and I in Washington. After working with Roger and Shane my concerns were quickly erased. When I first started we agreed on the amount to be paid, I failed to realize that I had a payment of about $300 to
Pacific Associates has been our saving grace in clearing up our debt overload. I was reaching retirement and realized that I could never retire with the credit card debt we had built up over several years trying to survive through a long unemployment period. I found Credit Associates online and after reading many reviews decided to give them a try. They have been GREAT! They never judged and made it easy to understand how they worked. They were always available to answer questions and kept in touch. It was
Roger and Shain from Pacific Associates helped me at a time I did not know how I was going to get out of debt. They were able to help present me with a clear path forward, and took on managing something I hadn't taken the time to educate myself on. Many years later, the process was seamless, they were able to walk me through each of the steps, and I have been able to build myself up from where I was. Thank you for all of the help, and I would certainly recommend them to anyone who has found themselves in a
From the start, working with Pacific Associates has been a very easy and straight forward. No gimmicks here. Shain and Roger helped me consolidate all of my debt into a manageable payment and I didn't have to deal with the separate creditors. You know that "I could be friends with that person" feeling when you have a great service experience? This is honestly how I felt anytime we spoke. These guys follow up with you regularly to make sure everything is still going smoothly. When you have questions and you
I was recommended to Pacific Associates and it was the best decision i made to help me with my debt. Shain and Roger did a fantastic job of helping me figure out what my options are, what plan works, and kept in touch throughout my process to make sure that everything was going well. If I every needed help moving a payment, I was able to reach out to them and got an email back with no problem. This has been the best 3 year business relationship, I'm debt free, and have the tools I need to build my credit sc
Pacific Associates provides a positive service and is extremely easy to work with. They walked us through every step of the process and anytime we had a question whether it was a phone call or email, evenings or weekends, we had a super quick response, usually within an hour. Roger and Shain checked in with us regularly just to keep us informed that everything was on track. We highly recommend Pacific Associates to handle your financial needs.
My only regret with Pacific Associates was I wish I found them sooner! Roger and his team always answered any and all questions that I had. They were always professional and helpful. Pacific Associates helped me get back on my feet and I couldn't be happier. Highly recommend them if your are struggling to pay off loans/credit card debt that just seem to never go down.
Pacific Associates was awesome to work with and very professional. We used Pacific Associates due to their high reviews and we could not be happier. They always responded immediately to any questions we had and always treated us with respect. We could not be happier with Roger and his team. I highly recommend them!
Our experience with Pacific Associates Corp. was awesome! We completed a three and a half year program eliminating our credit card dept. Before entering their program, we researched the company through the Better Business Bureau and existing customer reviews. The highly acclaimed reviews held true! This company?s reputation is impressive. We were treated as friends, with respect not as clients. Any issues that arose with creditors early on were resolved quickly with no stress to us. Payment plans ar
After doing some research and contacting debt relief programs, I found Pacific Associates to be the best fit for me. They have excellent communication skills with there clients. I worked with Roger Yong who was so very nice and understanding. I was worried as to how the whole situation would turn out and come to find out they take care of everything during this stressful moment of your life. I will continue to spread the word about Pacific Associates!!! A great company to work with...THANK YOU Amy R.
Pacific Associates Corp has been a huge help. I was nervous about using any debt consolidation program for fear of it being a scam. THIS IS NOT. They were so easy to work with and made the whole process headache free! They explained everything in detail and answered all my questions throughout the program. They are easy to reach and actually get to know you as a person, not a name in their files. I hope I am never in a situation where I need them again myself, but I would recommend them to anyone need
Thank you Shain, Roger, Eddie and the rest of Pacific Associates team. I usually don't post but a company like this deserves recognition. From the beginning all their promises were delivered and today I can say I'm debt free thanks to them. They are friendly, very easy to work with and always responsive. I would highly recommend them. Thanks again Pacific Associates!
I am very pleased with Pacific Associates Corp. They worked out a payment plan to help me get out of debt which was suitable to my lifestyle. Now that it is paid off, my credit score is getting back on track. Anytime I had any questions or concerns, they were always available and very helpful.
Highly recommend Pacific Associates to pay off debt quickly and payments you can afford. They helped us pay off our credit card debt in a short amount off time with a payment we could afford. They were very friendly and caring people to work with . They were always checking in to update us about our account and were supportive on our decisions. Shana and Ryan Hughes
Everyone finds themselves in a bit of a pickle sometimes. In 2015 my mother was diagnosed with stage IV cancer and she lives in Europe. This required me to suspend my work and travel 13 times that year alone to care for her and make sure she received the proper treatment. Most of this was done on credit. Obviously, this put me in a huge financial bind. Fortunately, my mother is still alive and well. When your creditors refuse to work with you, Pacific Associates comes to the rescue! It was so nice wor
Pacific Associates delivered on all expectations ! Shain and Roger were very accessible and helped me reach my goals for financial freedom with in my timeline. They are down to earth, positive , responsive and with you all the way. I highly recommend Pacific Associates !
Pacific Associates helped me with my debt consolidation when i was struggling to keep up with the many credit cards that I had. The staff was very professional and responsive, they reached out to me to make sure that I was doing well and to wish me well. I highly recommend their services!
4 years ago today I was referred to Pacific Associates due to my complete disaster in managing my finances. I felt very secure and confident from the very beginning of this journey as ALL the Pacific Associates were very caring and personable to work with. I was told at the beginning of my journey with them that IF I would complete the process my credit would be ?restored? AND USUALLY IS EVEN BETTER THAN BEFORE STARTING PROGRAM. This all has come to fruition and I am proud to say ?I am DEBT FREE?. I can
The folks at Pacific Associates deserve a 10+!! At first it was hard to believe how much Roger and the group went out on a limb for me!! Once you sign up with the program they work for you! They truly do take care of ALL your concerns, questions & creditors! Since being with Pacific Associates, I sleep at night, no worries, no stress! They have become my friends, my superheroes! They truly love what they do and I love them for helping me to become debt free and credit worthy once again! This company is the
When desperately in need of someone reliable to help me navigate my finances Pacific Associates went above and beyond to get me to my goals! They offer outstanding communication, checked in with me on a regular basis, and always made sure to help get my questions answered. I strongly recommend this group as they are fast, reliable, and provide exceptional service for their clients!
Pacific Associates is a wonderful company. Roger, Shain and Eddy were helpful with everything during the process of resolving my debt. They called on a daily basis to check in and to reassure me that everything was on track. If there was an issue they took care of it immediately. I was stress free as they handled all issues on my behalf. If you are looking for a company to help you get back on track, this is the company for you. Even after I fulfilled my obligations they continue to answer any and all
Pacific Associates became my friend during the hardest time in my life. I am so grateful for Roger, Shain, and Eddie for being so kind, helpful, and positive to me. They were always available to answer questions or to just listen to me rant. I didn't think I would come out of the financial hole I was in and bankruptcy seemed like my only alternative. I am grateful I didn't have to declare bankruptcy and in a couple of short years, my credit has improved drastically.
Thanks to all the staff of Pacific Associates I managed to pay my debts in less than 3 yrs that would take me 15 yrs if I did not consult them. Roger was very professional and helped me every step of the way. I highly recommend Pacific Associates to everyone who needs to consolidate their loans
Pacific Associates saved us!! Like many people in America my husband and I got ourselves into some financial trouble. The last thing we wanted to do was file bankruptcy but the debt was overwhelming! I received an advertisement letter in the mail one day generally I just throw those things away. This one I took a chance. That first phone call was the best decision I ever made! We were so in over our heads. Everyone we dealt with at Pacific Associates have been so incredibly kind and compassionate about what
The staff at Pacific Associates are the best. They are warm, caring and they actually communicate! Like a real live person calls and checks in with the client. And it isn't just once in a while, it is often. That for me was huge. This is one of the best debt management companies I have seen.
My experience with Pacific Associates was absolutely first rate. The process was very easy and the associates were in contact with me every step of the way. I can't say enough about the personal touch that was provided. It is without hesitation that I recommend Pacific Associates and their superb services.
After a very difficult time in my life, I was bogged down with debit and saw no light in sight. The team at Pacific painlessly guided me to the end of the tunnel. Roger and Shain were extremely responsive and easy to work with. A+ in professionalism and the overall experience. With their help I'm back on track and able to save money again. I couldn't be more than thankful!
They were great on helping me out with my debt. I was in a bit of a struggle to keep up with minimum payments. Not to mention the interest rate which would have had me paying so so much more then what I actually owed. Looking at the payment schedule for one card and paying the minimum monthly, I would have paid double and it would have taken 15 years for it to be fully paid. Not kidding. Pacific Associates helped fully handle everything in about 3 years. Also my credit score is back in the ?good? range. To
I was running out of ways to pay my credit card bills. Pacific Associates made it much easier to keep up with payments and offered an excellent way to pay off my credit card dept. They were willing to talk with me any time I called if available, and they called back if they could not talk with me right away. Excellent company.
Pacific Associates handles both my debt and my millions of questions with patience and integrity. I never felt shame for being in a situation where I needed their help. The compassion they have shown me has helped me tremendously. I am halfway to being debt-free, and I could not be more relieved. I am so grateful for the folks at Pacific Associates for their help and considerations.
We finished our debt consolidation with Pacific Associates & could not be happier. Roger and Shain were so helpful throughout the entire process. From beginning to end they were there to help with anything and to answer any question, no matter how small, that we had. The process was easy and seamless from start to finish. We couldn't be happier with Pacific Associates! Thank you!
I started my own business a few years ago. Because I am the main source of our family income so things got tough for awhile so we accumulated quite a bit of debts. We had no idea what the process of loan consolidation is like so it was a little scary in the beginning. Million thanks to Roger and Shain at Pacific Associates, we are now done with all those payments. It's been a great pleasure working with these two men. They are totally on top of things. They stay in touch throughout the process. We rec
I'm so glad I made the decision to work with Pacific Associates! I was struggling with credit card debt and the insane amount of interest I was accumulating. Everyone at Pacific Associates were so communicative during the entire process. They called frequently just to assure me everything was going great. I would highly recommend them!
During a very difficult time for us, we came into contact with Pacific Associates. The representatives were tremendously helpful from start to finish helping every step of the way. They were in contact with us, encouraging us, keeping us informed and always positive and very respectful to us and our situation. We would highly recommend Pacific Associates. We thank Roger, Shain and the others for all their help and support. Chuck & Sue Ann
My experience has been nothing but positive with the team at Pacific Associates. Shain and Roger really go out of their way to call and check up on me routinely to provide me updates on my progress. They really do go above and beyond to make it a stress-free process and I really appreciate that.
Roger and Shane are two pretty Fantastic guys at Pacific Associates to work with! Very easy to get a hold of, had answers for all our questions, and we couldn't be happier with the customer service we have received! Highly recommended working with these guys!
I highly recommend Pacific Associates for anyone over their head in debt. I was over $25,000 in debt and considering bankruptcy or worse. The team at Pacific Associates, Shain and Roger, put me at ease from the very first phone call. They explained everything that would happen and never made me feel self-conscious or bad about my debt situation. They offered and explained several payment plans to work within my budget and income situation, and discussed how each would affect me, but the end result was f
I had gotten a divorce and was trying to make a new life for my 3 kids and I. I was working a lot, had to start over with a home, car, stability for my children and I had great credit, so I paid to get my life back. But then I couldn't get the debt paid down, I tried every angle but honestly the interest was surpassing the payments I was making and I wasn't getting ahead. With 10+ credit cards I lost sleep, went days without eating and tried to continue to put a smile on my face for my job and my fami
My experience with Pacific Associates Corporation was great. Very friendly staff. If I had a question about my account they promptly answered my question. I HIGHLY RECOMMEND Pacific Associates Corporation .I would use them again to consolidate my credit cards if I needed to.
I received a letter in the mail from Pacific Associates during our time of needing to get out of debt after helping my parents during his diagnosis of an incurable disease. I called then company Shain and Roger were great to explain how everything works and to answer any questions. It was a great experience all around and a relief to be out of debt. Highly recommend them.
If you are struggling with debt? I would highly recommend Pacific Associates, they helped me get out of 20,000 debt in 4 years, you can tailor your payment to what you can afford, I even was able to pay it off 3 months early, I am very grateful to Roger & Shane, for always being in communication with and checking in monthly, to make sure they could help in any way!!
I went to Roger and Shane with a 535 credit score. Not able to pay my bills because they got out of control. Roger and Shane were very helpful and I believe went above and beyond to make my budget work and help me to a credit score of 739 in less than the original time first mentioned. They took the time to talk with me, help me know what to do with credit. What they told me was what they did. This company has my respect and life long friendship. Thanks to Roger and Shane and the whole Pacific Associates te
They were super helpful with getting some of my debt consolidated and helping me get it paid off more quickly. They were especially helpful to me when I lost everything in Hurricane Harvey and needed my payments suspended so I could begin the process of getting back on my feet. They are a great company and I definitely recommend them!
I would highly recommend Pacific Associates to anyone needing to lower their debt. Roger and his team were easy to work with and trustworthy. Thank you Pacific Associates!
Thank you to Roger and his team. They handle everything from beginning to end with extreme care and professionalism. They took all calls from the collectors and then called once a month to make sure everything was ok on my end. They kept me updated on what was going on. I would highly recommend you speak with Roger and his team.
I am impressed with Pacific Associates' team who negotiated the early payoff of my debt. It's a wonderful feeling to be debt free !!! Shain, Roger, Assistants and Attorneys, thanks for all of your work on my behalf. Happy client, Mallie Scurry
Shain and Roger were great to work with. They are honest, caring and very supportive. It's very hard to find honest companies because most companies will put profit first and their clients second. Thank you for all your help. If you are struggling with credit card debt, I recommend this company.
Pacific Associates is a great company. I really liked the quick response the one on one personal experience. They will really work hard for you. They are a great trustworthy company. I would recommend them !!
Pacific Associates were a blessing at a time when we needed help with all our credit cards due to medical bills and lost work ... We will definitely recommend them to anyone in need of their services ... Thanks to Shane and the team for working hard for us ....
I believe I finished my "program" in October of 2018, the feeling of financial freedom is INCREDIBLE! I am forever grateful to Shain for his tremendous help and kindness. Was always there and available for phone calls etc. It took a lot for me to make that first phone call because I felt so overwhelmed but Shain did not judge, criticize or make me feel like I was a failure in any way. So trust me, if you need the help, make the call!
Very helpful and friendly. Check in on you every now and then. Gave informative feedback and helped me get this cleaned up. Highly recommend. You won't be disappointed and a huge step to becoming debt free!
Super friendly folks! Everyone is helpful and supportive. However, superstar status go to Eddie, their in-house lawyer, and most especially Roger, their Operations rockstar! Be nice to them because they are there to help and deserve? some credit... HA!
Amazing company to work with, very informative and available to answer any questions you may have. I was able to cut down my loans significantly and am happy I choose Pacific Associates!
The guys and gals at Pacific Associates have helped me get back to a normal life. I was in a hole that I wasn't getting out of with credit cards. I can now see the end in sight and I have to thank my friends at Pacific Associates.
Great team for legal support in reducing and removing credit card (as well as other) debts. Knowledgeable advisors to avoid financial missteps. Thorough support to the end of payoff. They are there for you to arrange what is manageable to provide emotional relief.
Thanks to the help of Pacific Associations Corporation, I was able to achieve my goal of being debt free after so many years. The team is very kind and helpful.
Pacific Associates was amazing in helping me relieve my debt! I can't thank you guys enough, they make it so simple and follow you through with the whole process! Thank you!!
FANTASTIC !!!! The people at Pacific Associates are the best. They care about helping you get out of debt. I would give them 10 star rating if i could
Great company! Roger and Shain were great at communicating with me. Never felt like I was a bother to them with any type of questions. Highly recommend!!
Where to start. They were so helpful and we are debt free, both newly retirees and not having all that debt is wonderful. Thank you so much. I would recommend PAC to any one that has credit card debt.
Excellent job! Excellent Communication, They answered all my questions, Rodger is very polite and a professional person, I really loved their service. 100% recommendation Thank you Pacific Associates!!
I highly recommend Pacific Associates. They were always friendly and quick to respond to all of my requests. I appreciate the hard work that they put in for me. Excellent company.
Awesome service would recommend them to anyone. Roger,Shain and the team we're very knowledgeable and frienldy. They are the leader in debt solutions and debt consolidation.
I am very grateful to this company for helping me control my debt. I was able to afford the payments and everyone I spoke to were very friendly and helpful. I highly recommend this company to anyone looking to control their debt.
They were extremely professional when we set up the account. Everything went very smoothly and upon completion, they reached out to us. We did not have to contact them to see what would be our next step.
They are honest and are amazing! Very informational, very courteous, and very prompt. They care about helping and are very passionate about answering questions. I highly recommend them because they are the ones that you can count on and trust.
I could have never paid off my credit card debt with out them. They handled everything. Great team to work with. Thanks so much, Carlos
Great to work with. All issues were handled very professionally with regular updates. I strongly recommend them to handle your credit issues
Always receive great customer care. Always get a response the same day I reach out. Very patient and take the time to explain everything to the client. Highly recommend their service.
Thank you so much for all the help. I wouldn't have made it without you guys (Shain & Roger). I hope that your company will continue helping other people to lessen up their load.
Great and Friendly people @ Pacifc Associates,, and most importantly they will help you be debt free!! Thank you Guys ?? Couldn't done it with out you. ??
Great experience. Really helped me with my debt. Huge load off my back. Very satisfied with this service
Great company! Answered all our questions extremely fast.
FRIENDLY, KIND CONSIDERATE AND KNOWLEDGEABLE STAFF AND LAWYERS. THEY SAVED MY LIFE!!!!!!!!!!!!!!
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.