*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.*
42051 10th St W
Lancaster, California 93534
Susie at Prestige Tax is a GEM!!! We are incredibly pleased with her services. She is knowledgeable and warm. She always kindly answers our questions and is very patient. We are so happy we found her! We highly recommend!
Susie has done my taxes for several years. She's worked hard to ensure my taxes are accurate every year and guided me on how to manage my accounts throughout the year to come out on top with my taxes. On top of being good at her job, she's friendly and personable. She's put together a comfortable and efficient office that I enjoy coming to.
My husband and I have been going to see Susie for years for our tax needs. First, you must know that she is amazing, and really takes the time to get to know you and your family. She?s patient and works with you to find the best solutions to things. Look no further to get your taxes done, go to see Susie. She?ll make it happen. It?s always a pleasure to go see her, whether it?s once a year or several calls in between for new questions, she?s always there. Thanks Susie!!!
The team at Prestige is top notch. One could say they are prestigious! Very knowledgeable as well as patient. Can guide you in the right direction. Prestige Tax is the one I can trust!
We have used Susie for several years and she has been great to work with. She is very personable and eases the stress of doing taxes. We love coming here and wouldn?t switch our services.
I?ve used Susie as my preparer for years. She ensures I have all my deductions noted for a max refund. Fair prices. I also seek advice to make sure I?m on the right track in the midpoint of the year. She takes time to help me and makes me feel like I?m her priority.
We have worked with Susie for years and have recommended her to several friends and family members. This company is professional and highly proficient in all things tax related.
Best of the best!! If you looking for tax services this year, this is the place.
Roberta is amazing. Highly recommend. Best thing to do is make your appointment now especially if you are a buisness.
So professional and so easy. Went in, worked through returns and left. Federal digitally filed later the same day! Thank you for a fantastic experience, Roberta, as always!
Susie is the best she has been doing my taxes for years and my family's taxes she is family thank you so much your awesome love and kisses ?? shane
Best tax person around. Been going to Susie for almost twenty years. Friendly and knowledgeable.
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.