*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.*
6420 Wilshire Blvd #720
Los Angeles, California 90048
Avi Reichman and his associate Ariel Stein did an outstanding job on the forensic accounting for my divorce. They were extremely professional and responsive and it gave me confidence to deal with people who know their business a have extensive experience. My divorce was a bit complicated with over 14 LLC's & Inc's involved and they seemed to be able to remember the details on every one of them. Divorce is expensive so you better have a great team!
For such a complicated process, it helps to have the A team. I can't say enough good things about Avi and Pavel, as well as Ellie, who were courteous, professional, and importantly available for all questions. Importantly, their attention to detail and knowledge of how forensic tracing is done helps to be prepared to ensure the optimal outcome. Highly recommended and worth every penny.
I recently wrapped up very complicated litigation that spanned many years. My attorneys at Harris Ginsberg recommended I retain Frankel Reichman & Rizzo as my forensic accountants. Because of Avi Reichman and his dedicated team, I could not have been better prepared for trial. My lawyers and I relied heavily upon Avi's comprehensive analysis and reporting. On a personal note, every person I had contact with at Frankel Reichman and Rizzo was professional, courteous and kind. I remain grateful for their
Oh man, these guys are great. When I began working on my divorce, the words "forensic accountants" filled me with dread. But Avi and Ariel both did terrific work for me, and more importantly they did a great job of explaining every step they were taking and what it all meant. Great, friendly accountants who can explain what they're doing in a way that reassures the client? Yes please! Oh and I honestly believe their work may have ended up saving me more money than they charged me. Highly recommended.
From the very beginning I could tell this team was ready to do some serious fact finding. I ended up settling my divorce out of court, but for what I did end up finding information about, I was very grateful to Avi and his case managers.
I was very happy with the team at FRR. They were extremely knowledgeable about all the different tax issues that arose during my litigation and were diligent in explaining them to me and the other side. I was particularly pleased with Avi Reichman who clearly explained my financial situation to me, my team, the other side, the mediator and the judge. He also prepared a fantastic presentation that was clear and easy to understand. I would highly recommend FRR.
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.