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Paragon Accountants

Paragon Accountants

Reviews Summary

Paragon Accountants consistently receives high praise for their professionalism, expertise, and responsiveness. Clients highlight their thoroughness, attention to detail, and ability to handle complex transactions. Many appreciate the team's friendly, respectful approach and long-term reliability. Services like bookkeeping, tax preparation, and financial planning are frequently commended for their quality and efficiency. The firm is described as trustworthy, with a staff that goes above and beyond to provide timely, knowledgeable support. Long-standing clients emphasize their satisfaction and strong recommendation.

About This Listing

Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Remote Services

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Remote Services

Contact Information

Address

2121 Fifth Ave #207

San Diego, California 92101

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

We decided to outsource our book keeping a couple years ago and began to work with Paragon. Their team has been amazing to work with, are very responsive, and are able to process complex transactions. They operate with integrity and I highly recommend them to anyone.

Erica and her team at Paragon accounting are phenomenal. They are incredibly knowledgeable, professional, and detail oriented? I have now been using Paragon accounting for the past 8+ years and counting and could never see myself going anywhere else.

I have been with Paragon Accounting since 2007. They have always treated me not just with respect and consideration for my business but also with a warm friendliness that constitutes a long standing relationship. Owning several business throughout the years, They are thorough, efficient and will keep on me till they are able to complete their tasks for me. They have never let me down. Each person working there, is kind, professional, respectful and follows through. If they don't know an answer to a question

You will not find a better company for this work. ParagonSun was excellent to work with and extremely responsive. I hesitated for a while to pull the trigger on attic improvements - radiant barrier and insulation - but I wish I had done it years ago! I have a two-story house and, in my case, I could not keep the upstairs cool during the brutal summers. Now my whole house is more comfortable AND my electricity bill is dramatically lower. For me, the system pays for itself! From the moment I spoke with

Incredibly detailed and professional team. My wife and I have now been using Paragon for three years and counting, and we are so glad we did. Every member of the staff is courteous, knowledgeable, and a pleasure to work with. We highly recommend Paragon Accountants.

The girls at Paragon are great. They are professional and always make themselves available when I need any help. I believe that their support has been vital to the growth of my business and I look forward to working with them for many years to come.

Paragon Accountants was able to take care of all of my accounting, bookkeeping, and tax preparation needs under one roof, while delivering exceptional quality.

Great leadership, knowledge, and advice. Consistent and timely updates, reporting, and filings. Responsive and available for communications. Good knowledge of niche businesses for optimizing tax and legal situation.

From bookkeeping to tax preparation to corporate financial service, Paragon Accountants is an excellent choice for your business needs.

Erica and colleagues are great to work with. They go out of their way to answer your questions quickly. Great follow-up after services are complete.

You will find good, honest people here! You will not be disappointed.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.