*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.*
10411 Bowen Cir
Garden Grove, California 92843
I am so lucky to have found Quang for my Medical Insurance needs, he is always available to speak with when I need help even after office hours. I have recommended him to my friends and will continue to do so. It's really important to me to just deal with one person and not be directed from person to person who does not really know anything about you that you have to repeat yourself over and over again.
Quang has provided so much value to me over the last ten years. He has helped me navigate so many different challenges with regards to health insurance, life insurance, and other financial planning matters. His ability to listen to my priorities has enabled him to find me the best products to fit my needs and I'm grateful to have his ongoing expertise as my circumstances continue to evolve.
Quang has been helpful and kind since the moment I met him. He always makes sure I understand the terms in my life insurance policies. Quang explained the choices I had and which policies are best for my budget and needs. He has been there every step of the way. He explains everything well and has offered great advice. He is always punctual when we schedule a meeting and is always well prepared. Quang has made a difference in me realizing I can enjoy what I have in the present and still be prepared for any
My experience with Quang has been amazing. He has been very kind, patient and kind. I probably asked hundreds of questions but he answered them all and never made me feel bad for asking questions. Helped me through all the process and made sure I understand the terms and policies for my insurances. So lucky to come across someone that truly cares about his clients!
Quang was referred to me by a business professional and I was very pleased and thankful to have met him. He is very knowledgeable, patient, detailed oriented and professional. He was able to find the solution that worked for myself and family. I highly recommend him to others who are looking for long term care options for elderly parents.
Quang Do rescued me financially! My credit was shot, and my bills were causing relationship difficulties. The banks and credit companies were winning the game they are so good at. When I was willing to be honest and transparent, Quang guided me to adjust my budget and investments in a skillful and knowledgeable manner. My time, energy and money are now aligned with my personal and professional goals. Quang showed me how to do it. He can help too!
I've worked with and known Quang, for over 10 years. He is extremely knowledgeable about his business and pleasure to work with. He's detail oriented, goes above and beyond, and always gets the job done. I highly recommend working with Quang.
Quang is a great agent. He carefully showed me how to set up the ?Self Banking? through EIUL. It is benefiting for my financial planning
His mission is true. His desire to educate and optimize the lives of his clients is real. Quang truly cares what is happening in your life and is far more than just an agent..he will become a friend
Quang truly cares for others and he displays it through his profession. Whenever I have a question, he is quick to respond, he is very professional and goes above and beyond to help. I highly recommended his services.
Quang has been so helpful and very kind. Helped me through if i had any questions or problems with my insurance. Highly recommend his service.
I have been looking for a way to save and good health care plan. On the first meeting, he took time to give me options. He explained in details and gave me time to do more research. Whenever I have questions, he returns call right away. It's been almost 2 years, and he alway call and explain whenever I have questions about my health care problems. I highly recommended his services.
A wonderful Person and Agent to work with.
Quang is very patient and reliable. I like him.
Quang goes above and beyond. Couldn't recommend him more!
Mr. Do is incredible! He truly cares for others and displays it through his profession.
Thank you for helping me out so much , you were a life saver
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.