*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.*
24481 Sunnymead Boulevard
Moreno Valley, California 92553
Very polite people and do a really good job. They try to give the most benefit for your taxes. Well done! Thank you so much????
Thank you so much for your service!!!! They were able to help me with all my inconvenience.
I didn't have to wait too much, the young lady was very kind and patient with me, overall... top professional service
(Translated by Google) The staff were friendly and professional, providing clear answers to my questions and displaying a helpful attitude at all times. However, I did notice that there were some long wait times during my visit. (Original) El personal fue amable y profesional, brindando respuestas claras a mis preguntas y mostrando una actitud servicial en todo momento. Sin embargo, not? que hubo ciertos tiempos de espera un poco largos durante mi visita.
(Translated by Google) They helped me a lot to make my payment, the girl was very patient and professional. Excellent place and service! (Original) Me ayudaron mucho para aser mi pago, la muchacha muy paciente y profesional. Excelente lugar y servicio!
(Translated by Google) very good service! very friendly and clear attention (Original) muy bueno servicio! la atenci?n muy amable y clara
(Translated by Google) Excellent! good service from the girl, she was very attentive and professional. (Original) Excelente! buena atenci?n por parte de la muchacha, era muy atenta y profesional.
(Translated by Google) Very good service!!, the people were very friendly and I didn't have to wait long (Original) Muy buen servicio!!, la gente fue muy amable y no tuve que esperar mucho tiempo
(Translated by Google) Very good service (Original) Muy buena atencion
(Translated by Google) Excellent service, the girl was very patient with me and super professional I recommend!!! (Original) Excelente servicio la chica fue muy paciente conmigo y super profesional Recomiendo!!!
(Translated by Google) Excellent attention! The girl was very patient and kind to me. (Original) Excelente atenci?n! La muchacha muy paciente y bondadosa conmigo.
(Translated by Google) Impeccable service. The girl has been very clear and attentive to me, wonderful!! (Original) Impecable servisio. La muchacha ha sido muy clara y atenta conmigo, una maravilla!!
(Translated by Google) Thank you for the excellent attention I had this year with the preparation of my taxes. (Original) Gracias por la excelente atenci?n que tuve en este a?o con la preparaci?n de mis taxes.
(Translated by Google) Very good location of the place, good service but there were a lot of people and I had to wait (Original) Muy buena ubicaci?n del lugar, buena atenci?n pero hab?a mucha gente y tuve que esperar
(Translated by Google) I went to make a payment and they treated me warmly, the local girl was very patient (Original) Fui a aser un pago y me atendieron calidamente, la muchacha del lugar era muy pasiente
(Translated by Google) Very good service, very nice girl!!! I liked it a lot!! (Original) Muy buen servicio, la chica muy simp?tica!!! Me gust? bastante!!
(Translated by Google) The girl is very kind, very good attention (Original) la muchacha es muy amable muy buena atenci?n
(Translated by Google) The girl was very patient with me, she helped me a lot (Original) La chica fue muy paciente conmigo, me ayudo mucho
(Translated by Google) Very good service and attention from the staff (Original) Muy buen servicio y atenci?n del personal
(Translated by Google) I went to make a payment and they helped me a lot, excellent service (Original) Fui a acer un pago y me ayudaron mucho excelente servicio
(Translated by Google) Hello! Excellent service, thank you very much (Original) Hola! Excelente servicio, muchas gracias
(Translated by Google) The infrastructure is very good for care, as is the staff, who are very professional. (Original) La infraestructura es muy buena para la atenci?n como tambi?n el personal, muy profesional.
(Translated by Google) the girl was very kind (Original) la muchacha fue muy amable
(Translated by Google) The girl was very kind! (Original) la chica fue muy amable!
(Translated by Google) The super professional girl. This office is closer to me. (Original) La muchacha s?per profesional. Me queda m?s cerca esta oficina.
(Translated by Google) The super professional girl! good good (Original) La chica super profesional! Good good
(Translated by Google) They helped me a lot! (Original) Me ayudaron mucho!
(Translated by Google) Excellent service! (Original) Excelente servicio!
(Translated by Google) Very good service (Original) Muy buena atenci?n
(Translated by Google) Very good place (Original) Muy buen lugar
(Translated by Google) They helped me a lot with my taxes (Original) me ayudaron mucho con mis impuestos
(Translated by Google) Excellent service. (Original) Excelente servicio.
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.