*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.*
51 E Campbell Ave
Campbell, California 95008
Fernanda has been doing our business income tax returns for the the past 6-7 years, and we couldn't be happier. She is knowledgeable and efficient. Always answers our questions and concerns and makes everything so easy when it comes to paperwork. We 100% recommend her.
My family hired Fernanda Aguiar to prepare our taxes when she took over the business of our former CPA. We couldn't be happier with her services. She has been professional, responsive, knowledgeable and a pleasure to work with. She has taken care of complicated tax returns involving multiple states, real estate sales, trusts, all things we would not be able to figure out without the help of a professional. She is up to date on tax laws, very willing to share her knowledge and has never made me feel like my
Fernanda Aguiar prepared my taxes for years before I retired. She always saved me money, and had my taxes done in record time. For the past 5 years I did my own taxes since I was retired and they were not complicated. Recently, I reached out to her (via email) to get guidance on tax implications regarding selling real estate and two things really jumped out at me: 1) she was extremely responsive and got back to me in under 15 minutes! and 2) although I haven't seen her in 5 years, she acted like I was
Fernanda has done my tax filings for over 6 years and is terrific. She has consistently been efficient, responsive and approachable, but she goes out of her way for her clients. For example, she's open to my ridiculous questions and has helped me with the forms necessary to start up a small business corporation. She's very knowledgeable about all things tax related and knows where to go to find out what she doesn't know. Her work is accurate, thorough and thoughtful. As far as I'm concerned, she's absolutel
As a first time client, I can say that Fernanda is very friendly, welcoming and professional. She offered us excellent professional advice and quickly delivered our tax returns. We will continue going to her for all our tax needs and professional tax advice.
Fernanda is a wonderful person to work with. She is extremely knowledgeable about the tax rules and regulations and very efficient with her time. Everything goes smoothly and quickly. In addition, she is professional and courteous. I have been very impressed with her and would recommend her without hesitation.
Fernanda is taking care of my tax returns and all relevant questions about my business and personal returns for about 6 years. She is extremely knowledgeable, explains everything clearly without any complicated words that I understand well(English is my third language!), deals with all my tax business online and make my life so much easier. I moved to New Mexico 3 years ago but I can not trust anyone else but her to handle such a sensitive matter with that much of care and precision. She is not only a great
I could not be more happy with the professionalism and commitment Fernanda has with her clients. I could not believe how quickly and accurately she did my tax return this year. She even sends your completed return in a password protected PDF. She takes great care with all your private tax information. She is unbelievable knowledgable with all the complicated tax laws. She has earned my trust for years to come!
You found her. No need to look any further. Fernanda is perfectly suited as your next CPA. As newlyweds, this was the first time my husband and I filed Fed/State Joint Taxes, and Fernanda made what could have been complicated experience, an extremly simple process. Fernanda was readily available to answer any questions we had with an a very professional demeanor and filed our Federal and State Taxes quickly - which helped us receive our Tax Return quicker than expected! I would absolutely recommend Fernan
Absolutely the best professional. Complicated case that she pulled off in no time. Saved us several thousand as well. Fernanda was recommended by our long time tax professional who retired. Best recommendation ever!
Absolutely wonderful: knowledgeable, quick and efficient but also attentive, Fernanda addressed all my questions and concerns completely and allowed me to focus on my growth and development while saving me $$$... I'm really glad we crossed paths Thank you!
Excellent service. Provides simple to use tools to submit financial information, with clear instructions. Provides cogent information regarding changes to tax codes. My highest recommendation without reservation.
Very nice and easy to work with. Prompt response and works fast, and thoroughly. Highly recommended.
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.