*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.*
4660 La Jolla Village Dr Suite 100
San Diego, California 92122
Friendly staff, great service! Prompt at replies, and they take the extra time. I have been using Profitwise for years and will continue to do so. Highly recommend.
For the past two and a half years, I have had the pleasure of being a valued client of Profitwise. I am satisfied with the way they handle my tax implications, providing me with a sense of security and peace of mind. Jasmine has a deep understanding of the intricacies of my business operations and always keeps everything meticulously organized. Her expertise and attention to detail have proven to be invaluable in navigating the financial aspects of my business. Moreover, the entire team at Profitwise has be
New state legislation created an increase in business and income. Handling things in-house was no longer the best option. Our company needed help navigating the filing requirements and maximizing deductions. After research and interviews, we chose Profitwise and have not been disappointed. The staff is knowledgeable, responsive and friendly. They reviewed the previous year as well (no judgment) and have helped the company maximize returns and ensure everything is accurate and being filed on time.
I would recommend Profitwise Accounting to everyone! Dave and his team are super professional and go above and beyond to take care of all your accounting needs. From the moment we met Dave, we knew he was the right one to take care of our personal and business taxes. Every time we have a question, someone at Profitwise will respond quickly and make sure to answer our question. If you are looking for a new accounting firm, give Profitwise a try! You will be glad you did.
I have used Profitwise Accounting for a couple of years now and find that they are the best! Consistantly, all the financial work gets done on time and done correctly. They provide personal service where they are my 'partners' in finance matters who know what I do and how it should be done. You can't go wrong picking them.
My husband and I own a boutique advertising agency and have been clients of Profitwise for a little over two years now. I can't say enough great things about Dave Heistein and the entire Profitwise team ? they have been an absolutely fantastic partner and have helped us to better manage our business finances, bookkeeping, and personal stuff too. Profitwise totally streamlined our payroll and helped to alleviate my burden dealing with it, which has been amazing. They also got us transitioned to Quickbooks On
I found Profitwise Accounting on yelp. I was interested in meeting with them because they have experience preparing taxes and bookkeeping for E-commerce businesses and since I have an online business, I thought they might be a good fit. I called and set appointment, it was a fairly easy process. I met with Dave the CPA. He is a super easy guy to talk to, very honest and straightforward. He took his time and answered all of my questions thoroughly! I never felt rushed. Dave is very knowledgeable with tax co
We hired Profitwise Accounting to handle our bookkeeping, taxes and payroll for our small business. Since I was a new business owner at the time Dave and his team did a great job of walking me through the process and educating me on what we needed to do as far a staying compliant with the various tax laws and the like. I found Dave very patient and non-intimating like some other accountants out there. If you are looking for someone to take aware your accounting and tax mess, I'd highly recommend Dave and hi
I have had the pleasure to speak with Seeta and Dave at profitwise accounting and I can't tell you how exciting it is to know there is a full service accounting firm out which, also, delivers on the human aspect of the relationship. At Profitwise Accounting, you aren't just a number, you're part of a successful team moving forward.
We worked with Dave & Gina for the last year and they were great! Our books were a mess with three accounts intermingled but they took the time to work with us and sort through it. Communication was great and they were all very friendly.
if you need an accountant, hire Dave! pure and simple! he s kind, honest, trustworthy, fast, knowledgable and perhaps more than that, he is a friend. he is there for you when you need him and stays with you through all the twists and turns of business. trust me, hire him!
Ive been working with profit wise for about a year now and it has been great! They knowledgable, very professional, friendly and great at communicating. Would highly recommend to anyone with accounting needs.
Seeta Heistein is an awesome person who added a lot value and help answer my questions ...she was clear on explaining so i could understand perfectly. i totally recommend Profitwise Accounting!!!
I love profidwise accounting I really recommend it, they were all friendly and supportive
Very knowledgeable and effective staff. Highly recommended.
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.