*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.*
205 S Broadway #300
Los Angeles, California 90012
We used Quandary Peak Research, and they delivered internal technology audits for our large-scale AI-enabled edge IoT systems. Their deep expertise in the energy sector ensures compliance, performance, and innovation at every level.
I hired Quandary Peak Research for an internal audit project, and I am extremely pleased with their work. Dr. Eslamimehr?s team was highly flexible, technically proficient, and responsive to our needs throughout the engagement. They delivered a comprehensive, high-quality report that provided valuable insights for our organization.
The technical due diligence team at Quandary Peak Research is very competent! Their expertise, thorough analysis, and attention to detail made a huge impact on our project. Highly recommend their services for anyone needing a reliable and skilled team!
Dr. Mahdi Eslamimehr and his team from Quandary Peak conducted Nybl?s technology stack for due diligence for a technology investment. With Quandary Peak?s professionalism, my team and I felt very comfortable with the tone and the manner in which the questions were delivered. The due diligence felt like a deep technical conversation with exploration. The attending team from Quandary Peak was thorough and had a strong, diverse, and good understanding of Nybl?s architecture and technology.
Working with the team at Quandary Peak was a great experience. They were quick, professional, efficient, and secure, making sure everyone involved felt comfortable and well-accommodated throughout the technical due diligence process. Highly recommended.
I had the pleasure of working with the Quandary Peak Research team, and it was an absolute delight to engage with people who have a deep understanding of technology and market transitions. If you?re looking for a team that truly comprehends security, software, and network infrastructure, this is the group you need to have a conversation with. Khalid Raza Founder CEO Graphia.
aiXplain worked with Dr. Mahdi Eslamimehr from Quandary Peak to assist with due diligence for a technology investment. They conducted an in-depth software source code evaluation and IT security & data privacy review of aiXplain. They did an incredible job and we're very happy with their services. Highly recommend working with them.
I had the absolute pleasure of working with Jason Frankovitz on a very large matter that is headed toward a multi-week trial. Jason is a highly skilled, intelligent and creative expert in social media technology and theory. His deep breadth of experience quickly shows upon meeting him. His creative ideas on how to present issues to the Court are top notch. He served as an excellent witness providing persuasive and compelling testimony on a number of issues that the Court ended up relying on. I highly recomm
Quandary Peak was very thorough in their process, and their deliverables were high quality. From the onset, they were structured and made clear what the next few weeks of our engagement would look like. They had a strong and diverse team of domain experts who were willing and able to work with me through a tight timeline. They delivered what we needed right when we needed it. I would happily work with them again.
Dr. Eslaminehr was a great help in assisting me with a patent litigation involving cellular technology. He is extremely easy to work with and always available to provide additional support and guidance. He is also extremely well spoken and able to summarize difficult concepts for our non-technical?attorneys.
Had the pleasure of working the Quandary Peak team on a tech audit recently and was thoroughly impressed by their level of professionalism, analysis and insight. The team (Dr. Mahdi Eslamimehr, Gordon MacKay and Tuyana Molokhowva) is knowledgeable, detail oriented and can break down technical concepts into very easy to understand language, even for none technical folks. I highly recommend working with them.
I was involved in a case through my department, and my attorney and I hired Jason Frankovitz as an expert witness to my case. Jason was very professional and extraordinarily helpful. He made himself readily available to my representative any time we needed him and he explained, in great detail, what he could do to assist us in my case. He broke down his process and created a presentation that he used to testify in front of my supervisors during my hearings to help them understand the complexity of the techn
I hired Quandary Peak consultant Dr. Mahdi Eslamimehr for a software copyright-infringement arbitration. Arbitration is a lot less formal, and much faster paced, than federal litigation. Dr. Eslamimehr dealt with our short deadlines and changing timetables and, in the process, really helped our case. He produced a very high-quality affidavit on short notice. Then, he adjusted his testimony on the fly to fit into a VERY short period available at our hearing. We really were pleased with him.
Jason Frankovitz came highly recommended and I had the good fortune to be able to work with him recently in a rather complicated matter. His knowledge and manner assisted greatly in assuring myself and our client that we were in good hands with respect to responding to the claims from an expert's standpoint and preparing our defense. I would have no hesitation in recommending Jason and Quandry Peak Research to others.
Dr. Mahdi Eslamimehr provided excellent and thoughtful analysis. His work was extremely thorough and he supplied many valuable insights. Dr. Eslamimehr is timely with his findings and is very responsive to meeting critical deadlines. Additionally, Dr. Eslamimehr poses the important but rare ability of being able to effectively explain and teach complicated technical concepts to those without the same level of expertise. I would highly recommend his and his team's services.
We worked with QPR and found them very professional. The research was concluded with a very high quality and within the project timeframe. Highly recommended for technical due diligences.
Dr. Khosh provided extremely valuable and deeply technical analysis of matters in the IP transaction we were working on. Quandary Peak follows a highly disciplined and through process of analysis of the software assets for any IP matter. I highly recommend them.
Used George and his team for review of source code. Very professional. Extremely knowledgeable. responsive and accurate. Highly recommend.
Our client requested we locate the best expert in the state of California for a trade secret case. We were able to accomplish that by hiring Mahdi Eslamimehr, PhD. His CV speaks for itself. The case settled shortly after we designated him as an expert and he prepared his expert declaration in response to a summary judgment. I enjoyed working with Mahdi. He was very knowledgeable, thorough and gave a complete analysis for us. I would recommend Mahdi as an expert witness. - Douglas J. Pettibone, Attorney Ora
It's easy to say things like I couldn't be happier, but I literally couldn't be happier with the work Quandary did for us. They are fast, agile, incredibly savvy and intelligent, able to communicate with all levels, and really nice and genuine people. I truly hope to work with them again very soon - thank you all so much.
Mahdi Eslamimehr did excellent work on very short notice. He provided a structure for his analysis and research, kept me apprised of his findings along the way, and articulated his opinions and bases for them clearly and persuasively.
I just finished working with Jason Frankovitz in a complex software and search engine optimization case. He's insightful and has a talent for explaining technical concepts and issues in a way that judges and jurors understand. He's also incredibly reliable. I highly recommend him.
I hired Quandary Peak to assist with due diligence in a technology investment. They did an incredible job and I am very happy with their services. Highly recommend!
I worked with Dr. Eslamimehr and he was very patient, knowledgeable, and understanding throughout. He dealt with short and changing deadlines very professionally and was easy to get in contact with, both via email and telephonically. I would highly recommend him.
Dr. Eslamimehr is a very well-qualified, thoughtful, and articulate technology expert. My law firm greatly appreciated his expertise and we would be pleased to work with him again.
Dr. Koskinen is an ultimate professional and an excellent technical and testifying expert witness. Highly knowledgeable and persuasive in his field of expertise coupled with a great working attitude and ethic.
We were very impressed with Quandary Peak Research; their professionalism, knowledge, quick ramp up and ability to keep confidential matters confidential. Highly recommend them
Very professional team
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.