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13520 Evening Creek Dr N Suite 140
San Diego, California 92128
I had the pleasure of working with Teya, and I can confidently say she is an outstanding debt specialist advisor. From the very beginning, she was professional, knowledgeable, and genuinely invested in helping me navigate my financial situation. Teya took the time to understand my concerns, provided clear and practical advice, and guided me through the best options for managing my debt. Her expertise and patience made what seemed like an overwhelming process feel manageable and even empowering. What truly
I actually (at this time) have chosen NOT to use their services, but that is because they choose to be honest with how their process and fees work. This program is for those who absolutely have no way out of debt, it's not really for the person slowly handling their debt problem. I was explained all the PROS/CONS and given information that I honestly knew nothing about. The consult was an education. When the entire world has beaten you down and lied to you, and then a company that is in the business for mak
Robert was amazing and he needs a raise pronto! I heard about PDS thru Kendall Rae and it came right on time. I'm super excited to get my debt paid off! Robert was very thorough and kind while walking me through the process. He was also very patient and knowledgeable, and he answered all my questions. Debt can be really overwhelming thing to conquer but I'm grateful for this program and Robert?s professionalism. Thanks again so so so much!!
The whole process through these guys was less than an hour and they were all very kind and quite thoughtful throughout the entire time! I'm the past, I used a different company and there's no comparison, PDS Debt is so much better! I'm going to recommend them to everyone i know. Thank you all at PDS Debt! You were so kind and thoughtful that this process was way easier than i ever could've imagined. Jack was truly a pleasure to work with and i will never forget his kindness!
I had a wonderful experience working with my account manager Michael Diaz. He was understanding, polite, thorough, personable yet professional, and very practical. At this stage in my journey with PDS, I would 100% recommend them to anyone in a financial bind. Finally feel like I'm back at the helm with a solid plan and support.
PDS Debt is doing a great job, they are helping me pay down a loan and a maxed out credit card that i can no longer afford. This is due to several unexpected expenses including some medical debt. My minimum payments are going down and they will get paid off quicker. The only downside is this is going to hurt my credit score. Luckily they warned me of this and I was able to make use if it before I tanked it. I highly recommend this service if you can afford to take the hit to your credit score.
So far I've had a really good experience with this company. The representative that initially called me to set everything up was very nice and helpful. Answered all my questions. It's been a smooth process and not stressful at all. I was getting really worried about how I was going to catch up on my credit card debt and I was watching TylerTube like I normally do every week and this company was his advertisement so I looked into it and it was a perfect fit for me
The process was really easy and everyone has patiently explained everything! They really wanted to make sure that I was happy about the decision I was making. Robert took his time and went above and beyond! I am excited to free of this debt soon!
The onboarding process was smooth and seamless. Everyone was very helpful, supportive, and Clint was amazing! First payment down. Feels great to be starting this journey
PDS debt is saving me thousands of dollars! The on-boarding process is very informative and they explained everything that we are doing. The whole call only took a little over an hour to get me set up. I am looking forward to getting my debts settled!
Just getting started with them, but the onboarding process was extremely smooth and easy. Everyone I spoke was genuine and very friendly. Highly recommend!
As newly weds living in an era of inflation, it has not been easy to just live debt free. We were trying to keep our head above water and we happened to hear about PDS Debt! I was skeptical at first but immediately felt a sense of ease and reassurance from the first phone call! They have been nothing but respectful, helpful and great to work with! They answered all our concerns and questions! Never once did I feel lost or confused about the process!! We wouldn't be getting our life back on track if it wasn?
Incredibly clear on how they work. They educated me on a subject that I had incredibly little knowledge about and were very upfront with the fees that they charge.
My agent, Robert, was incredibly helpful in understanding my situation and explaining everything clearly. The experience went well, and I'm looking forward to being debt-free.
Easy to do just talk on phone with them and they where very detailed and made sure understand everything
I got in over my head with credit cards when my family and I had a number of unexpected events happen. Loss of a job and a few unexpected expenses like dental and vehicle repair. I wasn't sure what to do since I'm literally at the point I can't pay the minimums with the income we have right now. The first debt relief company Clearwater something I called, the guy "Charles" just told me my only option would be bankruptcy? Like what? For under $30k worth of debt??? I thought that was garbage. So I saw a spo
Everyone I've spoken to has been so wonderful! They're very patient about explaining the process and answering any questions, and even when I had questions the very next day they had no problems with spending the time to talk with me to make sure we had the right path for my situation. I just started my path, but so far it's been a wonderful beginning with Matt (my advisor) and everyone else I've interacted with. I'll come back to update this after some time has passed to give an update, but first impressio
Everyone was very helpful, knowledgeable and willing to really listen and address concerns. So far so good. Hopefully this process is just as smooth as the introduction!
Well I'm new to this experience so there isn't much I'm able to say yet. But everyone who I talked to so far were all very helpful and able to explain to me in ways that I was able to understand easily and my question I had were all anwnserd to my satisfaction.
Very patient, knowledgeable, informative staff they took time to fully explain the process to ensure I understood what to expect.
Customer service was very friendly and knowledgeable. They discussed my options with me in great detail, but in a way that was easy to understand. I was a bit scared at first because this was a big decision, but I was assured that this was the right decision. The representatives I spoke with were very understanding of my situation and did not shame me for my circumstances. I am confident in the choice I made. I highly recommend PDS Debt to anyone who is struggling financially and looking for a solution in b
Edit: I learned about this company from LeonLush on youtube, who was promoting it Edit: Almost a year and I've cleared up half my debt, my credit went up 110 points!! All those collection calls stopped, my anxiety is almost gone and I feel more alive, thanks so much to the team I'm halfway done folks! I feel confident in this program thanks to brianna for making things easy and smoothly, will see how things go and update as things come.
My experience with PDS was very pleasant. Shout out to Abigayle, she was not only professional but she was also very courteous and made sure that I was taken care of. I'm happy to know that there are still people out there who do their jobs very well and make their customers feel welcomed.
I had the pleasure of working with thee Peter Kelly. I will never forget his name. He was so patient with me and made the entire experience personable. Not once did I ever feel pressured into making a decision. He would not allow me to talk bad about myself for the decisions I made that put me in the situation of having debt. He was honest with me and gave me all of the information and tools that I would need to be successful. No question was dumb to him. Peter made me feel confident in the decision that I
I enrolled in their program and have had an excellent experience so far. I received my first offer almost immediately to settle the biggest account I had on my credit. This has been the smartest financial decision I've made in my life. I really appreciated their customer service team, particularly Megan who has been invaluable and Briana who has been a joy to interact with as well.
I'm just in the beginning of my journey however PDS Debt has been helpful in setting everything up and getting the ball rolling. Mikayla answered all of my questions and I felt like she listened to my concerns. She was patient and explained everything very clearly for me. Setting up a phone meeting was super easy and the actual call was super quick! Mikayla was so efficient! I would definitely recommend this service to others who are eligible and that it fits for!
They do a great job by explaining the things, but I hope they can help you to guide you on small things so you can have a good Credit score.
The team at PDS has been extremely helpful. We had a phone consultation where they described each of my options and helped me choose which plan was the best fit for my needs. They answered all of my questions and concerns and explained everything in depth. Super grateful I found them
Edit: They helped negotiate my debt down pretty decently, and have me set up on a reasonable pay schedule, and it took next to no effort on my end which is all I wanted? some help. Pretty happy with it so far! Can't speak on results yet, but I have talked to some very helpful and knowledgeable people and this seems much less scary than I anticipated. I'll update my review in a year or two to see how it's going, but for now I'm hopeful! Kevin C was the guy I spoke with and was very patient with me when I un
Every person I spoke with on the phone at PDS Debt was exceptionally kind, understanding, and very helpful! PDS helped me to rise above the drowning credit payments each month to make one lower payment and finally have a sense of financial freedom, in addition to helping me with my financial responsibility. The program not only allows for help from creditors but setting up the perfect plan for you. It allows you to make extra payments each month from your dedicated account, allowing the progress of your jo
I was very fortunate to have such an amazing team guiding me through the process of the relief programs and also taking some weight off my shoulders. Adam was an excellent communicator and provided all of the necessary information to get me started with the program. He was extremely personable and didn't hesitate to help me with any questions I came across. Megan was great at setting me up for success and explaining the docusign process thoroughly. Thank you so much !
I have been needing a debt consolidation plan and it was difficult for me to find a reliable company. When I heard about PDS on Matt Walsh?s podcast, I felt he was a reliable source and I reached out to PDS to help me. I am so grateful to every representative that I spoke to who addressed all of my concerns and made me feel at ease to move forward with their program. I am relieved to no longer be drowning in my own debt. It was a huge weight on my shoulders and there is now an end in sight towards my financ
Everyone is SO KIND! It was so nice to be able to hold a conversation and ask questions. Matt, Brianna, and Minerva instantly made me feel comfortable and they were so quick to answer any and all of my questions. If I had any concerns, they were very forthcoming with me and allowed me to feel confident in my decision to move forward with this company. I'm so grateful for this group!
Although I'm just starting my journey, the account manager I had during my consultation was amazing! Delcie was very kind and thorough with her explanations of how the entire process works leaving me with really no questions as to how the program works. Was able to get all information needed quickly and felt as though my time was appreciated by her for even considering the program as an option.
Working with both Matthew and Teya was easy and went very smoothly. I am just beginning the journey, but at least initially, things were easy to get started and flawless. I feel good about things and cannot wait to get to the end of this to be debt free again.
My consultant Michael was amazing and very helpful explaining all the benefits to the program.
Very friendly and knowledgeable reps help explain everything for me, creating a peace of mind i really needed.
Robert was very helpful and helped clear up my doubts during my introductory phone call. I look forward to working with this company.
I've been looking into PDS Debt for a while and I finally look the leap. I worked with Sidney and she was AWESOME! She took her time and explained everything to me, down to the letter! She fully answered all of my questions and did not leave any stones unturned! I'm excited for this journey of becoming debt free!
I am so excited to start my journey with this amazing group; I have struggled with my overwhelming debt, constantly making payments but never seeing any dent in what I owe; after getting more insight into the process of this option for debt relief, I feel like I'm finally getting control back and can see a light at the end of the tunnel. I also love the communication and don't feel like I have to go through this alone. I know I have an amazing team that is rooting for me and there to answer questions and he
The folks PDS have been a pleasure speaking to! Very nice and knowledgeable about there service. The process was also very easy and quick just over and hour and probably could have been done quicker had I not ran my mouth. Everything was done electronic with just my phone and email. I'm looking forward to a debt free life!! Thank you PDS!!!
Everyone I spoke with has been extremely kind and helpful. Especially Tyler who is my direct contact. He was very easy to talk to, kind and knowledgeable. I just began this whole process but so far so good. I certainly left my initial encounter feeling confident and comfortable going forward with this process.
While my experience so far is very new, my introduction to the program has been excellent. Delsie P. Was very patient with me while explaining how things work. While it will be a long road I'm hopeful that by the time it's over I'll finally be able to relax. Thanks PDS!
When my husband lost his job our financial situation started spiraling and our debt quickly got out of control. It is hard and even a little embarrassing to admit that we had so much debt that it was starting to feel like we would never be able to get out. We heard about PDS Debt on YouTube and thought why not give it a try. Peter, the person we worked with, was so understanding and supportive. He wasn't just about business and doing anything he could to get us signed up. He seemed to genuinely care about u
So far my experience has been great. I had some concerns that Tiffany Lindsay helped with and Tiffany was very patient with me and my questions. Brianna Ortiz followed up and it seems like everyone truly just wants to help. If you see this, I appreciate all the help so far!!
Miss Gena is the best. She is very knowledgeable and provides an excellent customer service. She really delivers an amazing experience. I was worried the first time but she explained everything in details and she made me feel comfortable right away. Then Julissa helped me to do the docu sign and she's very helpful. The last process they transferred to Beyond finance and they explained everything and answered all my questions. This was the best experience I have and I am so grateful to PDS. Thank you so much
We're just in the beginning of the process but so far my experience has been great. All my questions were answered with patience and respect. Getting signed up was fairly easy. I've actually already recommended PDS debt to a friend in a similar situation as mine.
From the outset, the entire team has been amazing to deal with. They embody professionalism in every way, providing comprehensive information, step-by-step guidance, and clear explanations of what to expect and how to avoid potential pitfalls. In my experience, they have seemed very honest. Although I have just commenced the process and am yet to see the results, it has been a blessing to receive help from such pleasant individuals.
Reviewing the initial meeting with the Debt advisor and the plan set forth. I worked with Sydney H and she was great! She was forthcoming about what is expected and how it will effect my future as well as what the best steps are while dealing with the expected fallout. They really felt like they are here to help and provided contact information in case I need anything during the whole process. Highly recommended if you are committed to being debt free! Will review again once I have met my goals.
Everyone I spoke with were great. They made everything very easy to understand and took the time to answer all of my questions. They sent me an email on how to handle creditors if I happen to answer one of their calls. They help you set up your Beyond app and explain what each section is for. They even gave me all the phone numbers I would need to contact them if I have any issues. I will definitely recommend them to anyone I know who may be looking into working on their debt.
Our experience with this group has so far been nothing but positive. Our teleconference with Clint was thorough, friendly, and insightful. He really made us feel like we were in good hands going forward. Can't say enough great things about them!
So far my experience has been wonderful. Everyone I have talked to so far have been very professional and supportive. They have taken the time to explain the process thoroughly and answer all of my questions. I have just started this process and already feel so much better and less stressed. Tiffany has been wonderful.
My experience with Sydney has been great so far! She really made me feel more comfortable about my situation and made sure I understood all the pros and cons. I will update once I get done time with the study but so far so good!
Great experience! My account manager Makayla Ara was very polite and helpful. The Beyond team members were also very polite, easy to work with, and informative. They made me feel...what can be an uncomfortable situation...very comfortable about starting my debt free journey!
Helped me understand my debt and how to effectively take care of it. Very patient and always keeping you in the loop of what is going on.
The experience I had with PFS Debt was pleasant at this time. They made me feel comfortable and ensuring. Kevin answered my suspicious inquiries about the company and reassured me that they forthcoming. I was contacted by other staff members who were polite and guided me through my process.
Very smooth and stress free process! Tyler was very informative and laid out all of my options prior to moving forward. He let me make the decisions and answered any questions that I had!
I am at the beginning of my adventure and have been working with Tiffany. So far she has been very helpful answering all of my questions and providing a lot of in depth detail about the process. It is a big step to take and it is nice to know you have people there for you along the way.
I recently had the pleasure of using PDS depth relief service, and I couldn't be happier with the results. Kevin, my account manager, provided exceptional assistance throughout the entire process. Not only was he knowledgeable and professional, but he also went above and beyond to ensure that all my questions were answered and that I felt confident in the service. Thanks to PDS, I now have a clearer understanding of my financial situation and a path forward. I highly recommend their services to anyone looki
Debt can really be intimidating especially when you have a lot going on. I've just started the program and so far, everyone I've spoken with has been positive, reassuring and encouraging. My acct specialist, Pete was awesome. It felt like I was talking with a friend, who was helping me. If you are on the fence about whether or not you should do this...remember the debt won't go away. The collection calls won't stop. I encourage you to take that step and progress to financial freedom. Be involved in the proc
This process could have not been any better. Moving forward with this process was extremely intimidating and I was on edge. Teya however was phenomenal. She put my mind at ease and made me realize I was doing the right thing and on the right track. Her kind and none judgmental demeanor made it easy to talk to her. Her knowledge comforted me and helped me make a decision. Thank you again.
So far so good! My account manager Sydney was so sweet and patient with me. It took me a few calls and a few questions to work through the process and decide to work with PDS Debt. I was referred by someone I trust and immediately was able to trust everyone I spoke with along the way. It is a scary thought, but it was time for help and I could not have been handled with more respect than this team gave me. Thank you all
I was a bit concerned after doing some research on my own. The friendly and understanding people at PDS Debt helped me more than I ever expected. If you have ever thought about DC, then I would definitely recommend their services. The program they offer isn't for everyone, but if you have been considering other options when it comes to your finances, I would give them a shot. What's the worst that could happen?
First, I have to give a huge THANK YOU to Annie Elise who through her podcast did an ad for Puridy which led me to the fabulous people who are helping me get my life back on track. I had a house fire a little over 2 years ago and I have not been able to dig out since (even WITH insurance). I was feeling lost and incredibly anxious and depressed. After my call with Ghena, who explained everything so that even I could understand it and was able to answer all of my questions and was so very understanding an
I was very nervous about taking the step, but Abby and her team have made everything go so smooth. After she explained each step, she would ask if I had questions. She answered my questions in a very prompt professional manner. Because of her and the rest of her team, I feel that I took the correct steps and getting debt-free.
Abbie helped me so much and was so patient with me through the process. She helped me understand everything and made sure I was comfortable and confident that I would be successful. I had felt so stressed financially, and after working with Abbie, I felt calmer and so much more in control of my finances and my future. I am so excited to be on this journey with the support of PDS Debt!
PDS was amazing during my sign up with them. My agent was Megan and she was right on time for my appointment and was so informative. My fear going into this was being judged and she was with me through everything Megan took the time to understand me, relate to me and stay informative and positive which made me feel so stress free. Other places just seemed like judgmental debt collectors but PDS feels like a place that doesn't want to put you into more debt they are really there to keep you feeling safe and
Had a wonderful experience and they put us at ease helping us to see the light at the end of the tunnel. Several terrible major life changes can happen to anyone and now we feel like we can make it back to where we once were. Highly recommend if you feel like you will never catch up.
Customer service with PDS is five star! They walk you through every single process and are more than happy to explain every detail and had answers to all my questions. The entire prosses was no longer than a hour and by the end of the call I was excited to know there was a solution to my high interest credit debt.
Micayla was very patient, helpful and understanding through the entire process. She explained things thoroughly and made me feel comfortable during our conversation. She took extra time with me and that means a lot during difficult times. Thank you for going the extra mile and for being there.
I had seen the ad for this on a YouTube channel I follow, CZsWorld, so I knew this would be legit. And I could not be more happier with my experience so far. Everyone I have spoken with has been professional, knowledgeable, and caring. Even the app is detailed and easy to use and lays out everything perfectly. I have much confidence that everything will work out fine with PDS.
Everyone I dealt with was extremely helpful. During the application process my phone dropped the call and they were prompt on returning my call and picking up where we left off Brianna Ortiz was extremely professional and helpful with everything. Thank you all with PDS Debt for the great experience and making things easy and manageable.
Called and spoke with Teya - kind and welcoming voice, let me know she was there to help. The program they have is outstanding. I am able to see light at the end of this dark, dark tunnel. They gave me hope!
Still very early in this process, but the experience has been pleasant. I contacted PDS 6 months ago and wasn't quite ready to enter the program, Adam did not pressure me. He provided me with his info and last week I was ready to do something about my mounting debt. I found his email and asked him to contact me the following business day, which he did. It took about 30 minutes to get all the paperwork done. Smooth and efficient. We will see how this progresses
One phone call was literally ALL it took for me to have some much needed relief and peace of mind about the trajectory of my finances. I discovered PDS from a YouTube video I was watching in which they were the sponsor. The timing could not have been more perfect, as I had just taken a deep look into my card balances and was already considering other solutions. I am SO glad I scheduled a call! Ashley was so enjoyable to talk to and made me feel great about the whole process. I'd like to mention Megan as wel
So far this experience has been a breath of fresh air and Gene has been amazing to work with. The level of communication that I have received gives me great confidence in the company and program. Thank you for your hard work.
We had a wonderful experience with Kevin at PDS Debt. He took the time to go into detail about the entire process during our consultation. Kevin even created a group text with himself, my husband and I so that we can all remain on the same page throughout the entire process. The law group's (Five Lakes) representative, spoke with us after our consultation with Kevin to make sure we understood everything in its entirety. Overall, the initial experience was awesome and I'm excited to finally start the process
It has been a wonderful experience working with PDS Debt . The process was so much easier than I expected. Gena is super friendly, she did such a great job explaining how everything works. I would highly recommend them to anyone who is looking to get their debt under control.
Amazing customer service!! They made making my account to get my debt under control super straight forward ! I'm Looking forward to dealing with them through the process. Kevin was my advisor he was easy to talk to, and really helped getting me in the right direction to better my financial situation. I can finally get out from under these horrible credit card companies thumbs lol. If your on the fence about trying it just call and talk to them, they will lay out all the numbers and when you see it all you w
Buried in debt from credit cards, medical bills, loans and other creditors and looking for a fast and easy solution for getting on the path of financial stability and recovery without filing bankruptcy? Contact PDS! They are a blessing and the best way to pay down your debt without having to go through the motions of the court system with bankruptcy. They will walk you through your options and everything, and I mean everything, you need to know. Customer service is Grade-A top-notch. Sure, I was hesitant at
Overall great experience so far. The gentleman that is in charge of my management Tyler has been really great. He explained everything and made it easy for me to follow and understand. Was helpful with the few questions I had.
I had a great first experience with Kevin and Skye. They both reassured me they have my back and to get ready for a rough ride at first. In the first 6 month. Once that happens I should cut my payments in half or less time. No high interest every payment I have made it is less than the interest they charge me even after putting all of my IRS tax money to it. This is a good way out. I still have 6 of the interest cards. That I should be able to pay off quicker now.
Jack was amazing in helping me start my debt-free journey. He went above and beyond with his expertise. I feel confident about my financial future thanks to him and everyone who helped. Highly recommend!
It took me forever to setup an appointment just because of all the anxiety that's involved in anything financial. I will say my anxiety melted away quickly. The process was so easy and everyone was very pleasant to talk too. I highly recommend calling asap.
Allison made my experience with beyond so enjoyable that we got off track a couple of times talking about life. It was the easiest and most relieving feeling to start this journey to becoming debt free with Beyond. Nicole also broke it down for me to better understand how I can reach out if I have any questions in a very timely manner. She did not know I was running late for work, and I felt bad, but she was quick and efficient throughout our call. Thank you for all your hard work and support! I was unsure
I had actually heard about this company through a YouTuber and thought I'd give it a try. I'm definitely not disappointed. I'm posting this a couple weeks after going through the program and getting started with the process of getting my debt consolidated. The process was easy to understand. We were able to figure out a plan that worked within my budget as well as reducing the amount of overall debt I would have had to pay. Had I continued to make minimum payments on my credit cards. It was starting to beco
It was a really good experience. My point of contact Treya explained every step of the way and made sure I understood the entire process. After I agreed on being part of the program I downloaded the app and was setup. I am really looking forward to tackle my debt and be debt free as soon as possible.
I'm glad I took to the leap to set up a call with PDS Debt, I was nervous about everything to do with my debt and finances but everyone I spoke to helped relieve that stress! They thoroughly covered what they do and how they do it! They explained the process of moving forward from debt and answered any questions I had. I'm truly greatful that I let them help me! I'm excited for what's next in my debt free future!
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.