*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.*
2667 Camino del Rio S #105
San Diego, California 92108
I've had an excellent experience working with Alberto at Premier Taxes Inc. He's not only incredibly knowledgeable and professional, but also genuinely helpful. He handled both my personal and business tax returns, along with my monthly bookkeeping, and made the entire process smooth and stress-free. Alberto took the time to walk me through everything, answered all my questions, and made sure I was getting the most out of my deductions. I highly recommend his services to anyone looking for a dependable and
I have been using Premier Taxes for the past 10 years and have specifically worked with Alberto Sosa as my tax accountant. Alberto has always done a prompt, professional, and thorough job completing my taxes, securing me both federal and state refunds every year, all at a very affordable price. Premier Taxes? Tax Dome provides a very safe, user-friendly, and efficient way to upload all my tax documents, making the whole process much easier and dare I say enjoyable! Would highly recommend Premier Taxes?and A
Amazing experience. Alberto is a true tax professional. Our family has trusted him for years and the service you get is above and beyond any expectations. You can trust he will provide an honest, friendly and timely service. He will deep dive into each client and provide you with a personal experience you will not find elsewhere. If you want the best tax service in San Diego, you found it at Premier Taxes.
????? I had a fantastic experience with Alberto. He is extremely knowledgeable, professional, and detail-oriented. Alberto took the time to explain everything clearly and helped me maximize my deductions. The entire process was smooth and stress-free. I highly recommend Alberto?s (Premier Taxes Inc) services to anyone looking for a reliable and skilled tax expert!
I've been going to Alberto for a couple of years now, and he has been a huge help in transitioning me from a sole proprietor to an S Corporation. He genuinely cares about his clients and is always responsive, along with his assistant Dawn. I refer all my friends?both in and out of state?to him, and they always find him incredibly helpful. As a young entrepreneur, his guidance through taxes has been invaluable, and he's always thorough when answering my questions. The level of expertise and personalized atte
Alberto Sosa, was referred to us by a friend. He is absolutely the best tax/accountant we've ever had. He's always there for us, and quick at responding. He is finds ways for us to save money, and get our taxes down. I recommend him to everyone!
Alberto and his team are great! I've been working with them for years to help me with my taxes and management of my small businesses. Alberto is always so responsive and kind, I would highly recommend working with Premier Taxes.
?? **Premier Taxes Inc.** offers reliable and professional tax services led by **Enrolled Agent Alberto Sosa**. From bookkeeping and payroll to tax preparation, IRS representation, and business consulting, Alberto brings years of experience and personalized service to help individuals and businesses stay compliant and financially organized. A great choice for anyone needing dependable tax support.
I have used Premier Taxes since 2019. Alberto is our go to accountant and my husband and I are happy with his services! I highly recommend for all your tax needs.
Albert at Premier Tax is neat,efficient, and very friendly. I highly recommend that you go to him. He will be worth it. I will never go to anyone else. If you can't go in person he can do everything electronically, he has a portal where he can communicate and upload documents. You can always access your documents at your fingertips.
Alberto and his team have so very helpful over the last 4 years we've used their services. All questions are answered quickly and clearly. I've recommended them to many friends and family.
My husband and I have been doing our personal and business taxes with Al for over 15 years. He is very knowledgeable, fast and trustworthy. If you are looking for someone that knows taxes and stays update with all the changing laws year over year, to help you file taxes correctly, he is the person to go too.
I've been doing my taxes with Alberto for almost 2 decades. He is the expert and explains things in a way I can understand taxes. I highly recommend him.
Premier Taxes is fantastic! Alberto has been doing my taxes for about 10 years. Easy, quick and great work.
Excellent service provided by Alberto. He's been doing my taxes for a long, long time. If you are looking for someone that truly knows and understand texes he is your guy.
I have been a client for over 5 years and it's been great experience. Very professional and helps guide you along if you have any questions or concerns. I would highly recommend everyone to try Premier Taxes and you will see how great it is.
Premier Taxes has made my tax return extremely speedy, easy and stress free. If you have a question, you get an answer in no time. Highly recommended!
I got referred by someone i know to Alberto, and it went great. It was super quick and easy. I didn't have to leave my house, and I got everything done in about an hour or so.
Alberto and his team are highly qualified and knowledgeable. We've worked with them for three years, and they've handled everything we've sent their way!
Highly recommend! Fast, knowledgeable, and reliable tax service. Made the process easy and stress-free. Thank you!
Alberto has been taking care of my business taxes for almost a decade now. He is very knowledgeable and responsive and emails me back quickly when I need him. He is easy to work with . I highly recommend his service.
Very professional, detailed, accessible and responsive! Highly recommend Alberto as your accountant.
Thoroughly precise, skilled and takes pride in doing a A 1 job. Appreciate the helpful tips too.
Professional work from Alberto! highly recommend!
Alberto is professional and explains the current tax laws in a very clear way!????
Alberto is the best!!!
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.