*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.*
9800 CA-27 Suite B
Chatsworth, California 91311
Palace Jewelers is fantastic! I had two bracelets that were too long and they fixed them easily, efficiently and exactly to my liking. They were friendly and helpful, and I cannot say enough good things about them. I highly recommend them; thank you Palace Jewelers!
I could not be happier with the experience I had at Palace Jewelers! Anyone that knows me, knows i?m extremely picky and luckily Lora helped me pick exactly what I had in mind. I came in for a necklace that I completely made up in my head and just hoped I could find something similar. They have so many beautiful pieces to chose from and I was ready to buy it all. Lora really took her time to understand what I had in mind and showed me a few options. She was thorough and explained the different types of chai
Relief Credit Repair has been an absolute blessing for me as a single dad working hard to secure a better financial future for my family. Their team's professionalism and expertise have been outstanding throughout the process. They meticulously combed through my credit history, effectively disputed inaccuracies, and provided invaluable advice on managing my finances responsibly. The transparency in their communication and consistent updates on my progress have given me confidence in their services. Thanks t
Lora and staff are extremely professional, proficient, and best of all, friendly. Came in to appraise a couple rings and not only did she do so with expert efficiency, but she offered a more than fair price. She knew immediately what i had and told me everything about it, not expanding on truth, just facts. Today we gained a trusted buyer and she gained a few more loyal customers. Highly recommend!
This is a great establishment! I stopped by in the search for an Omega and was greeted by Lora who assisted me during the process. Lora informed me what she had available and I ended up leaving with an omega planet ocean for an amazing price! I really enjoyed my experience at this business because they weren't pushy and answered all the questions I had and I left very happy! Thank you so much Lora I appreciate your help and I'll definitely come for all my watch/jewelry needs. ????
I stopped in to look at the new store which is beautiful and all updated. They have a huge selection of jewelry and reasonable prices! The staff was very helpful through the whole process. I love my new ring!
I have 5 children and I wanted a piece dedicated to them all. I found two pictures of 5 cent coins and wanted the characteristics of each, combined into one piece. PALACE JEWELERS made my piece perfectly!!! The attention to detail is phenomenal... Thank you PJ... Focus...
Just picked up my hand made bracelet, absolutely beautiful in every way! Thank you guys so much! - Renee
Excellent pricing and 100% honest people
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.