*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.*
2600 W Olive Ave 5th floor
Burbank, California 91505
I had an excellent experience working with Philip Estrella for my taxes this year. They were professional, thorough, and ensured I understood every step of the process. I felt confident that my taxes were in great hands, and I appreciated their prompt responses and attention to detail. Highly recommend!
Thorough, Attention to detail, HONEST, and ultimately helped us lower what we owed. Happy to pay the price he charges when you have someone who really cares. You won't be disappointed if you choose Philip at Pacific Coast Tax Solutions.
Great company to have your taxes done. My tax adviser Philip E did a great job preparing my taxes. It was done quickly and painlessly with just a few inputs from me.
Philip Estrella was very professional and was very helpful with any question or concerns I had. I highly recommend his services for anyone looking for a good tax man . He truly was great to great. Thank you for all your help Philip . ????
Philip is a great help cause I'm not really a app guy so he took step by step to finish my tax forms
Philip is the absolute best! He has helped me for many years with my taxes. He is extremely meticulous, knowledgeable, professional,friendly, communicative, reliable and up to date with all the new tax laws. I give him the highest recommendations. I have referred my friends and family to him and they all feel the same way I do. Trust me he?s awesome.
Pacific Coast Tax Solutions Phil was very knowledgeable and professional. He got back me right away and answered any questions I had. I highly recommend him .
We have had a wonderful experience with Philip Estrella's services. He's a knowledgeable, helpful, and responsive professional and his work has made a significant positive impact on our finances. I give him my highest recommendation.
I have been doing my tax with Philip from Pacific Coast Tax group for more than 6 years or more. Easy to reach. Responds quickly as possible. Very knowledgeable. Emails back to all questions. I have no concerns and will continue to work with him. ????
Very professional and easy to speak with. I highly recommend them.
Excellent experience - easy and effective. Thank you!
Excellent customer service highly recommend Philip is the best
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.