*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.*
19 E Wyoming Ave
Homedale, Idaho 83628
So thankful for Ismael! He has gone above and beyond to help me and my family. He explains everything very well and goes above and beyond. I fully trust him for all financial needs and questions! I know Ismael is always a phone call away and he also follows up to make sure I am on track with all goals and investments! I will be recommended him to everyone!!
I met with Ismael Garcia to go over our retirement planning. He is thorough, experienced, knowledgeable and explains things in a way that anyone can understand. Highly recommend for anyone who hasn't met with a financial advisor to meet with Ismael!
Ismael is very knowledgeable I 100% recommend him!! He is Hands down the best when it comes to finances and tailoring personal finance goals.
Ismael is very knowledgeable and shows that he genuinely cares about his clients. He tailors his investment strategies to meet your specific goals, and continually meets with you to ensure you are on track. I would highly recommend working with the Parker Advisors team!
I've been dealing with Parker advisors and more specifically Ismael Garcia for many years now. My experience is nothing but amazing. Very personal relationship and fits your needs exactly how you want them. I highly recommend Ismael and the Team at Parker Advisors for handling your money and your future.
Extremely knowledgeable and patient staff! Ismael is a fantastic Financial Advisor and clearly cares about his clients. I wouldn't go else where.
These guys know what they're doing! They are an amazing one stop shop for all your financial needs. The returns I've gotten since switching to them have been fantastic. Several of my family members have used them for years; I finally made the switch and I'll never leave.
Parker Advisors is very helpful and knowledgeable about my financial needs. I recommend them highly!
Very helpful, responsive and pleasant staff. The best interest of their clients is their priority.
All staff have a great personality and are quick on helping you!
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.