*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.*
3671 Newton St
Torrance, California 90505
Richard has been doing my taxes for years now. You can count on him to be prompt, reliable and resourceful. His thoroughness has really guided me over the years to make good decisions in the short and long term picture. Thank you as always!
Another satisfied customer here. They were kind enough to squeeze me in about month before the tax deadline and were kind, quick, and efficient explaining everything that needed to be and following up quickly via email with a few extra questions and items. Seems they're busy and well respected and in demand all for good reasons. Will definitely be returning year after year for the peace of mind knowing everything is handled properly and I don't have to guess my way through online software and vague questio
If you are looking for a friendly, professional and knowledgeable tax preparation company, look no more. I'd highly recommend Richard Allen, our business and personal tax return preparer. We have been using his service for a long time. We always enjoy meeting him in his office or talking to him with his hilarious sense of humor. We feel very comfortable with him knowing we are in good hands. You will not be disappointed with his knowledgeable service.
Richard has been doing my personal tax for a few years and I couldn't be more pleased. He is very professional and provides excellent service. Richard's knowledge and attention to detail are exceptional. Any questions I had, he responded immediately. I highly recommend Richard Allen Tax firm for any of your accounting needs!
LOVE THIS PLACE! Been coming here for about 5 years now and I'm definitely keeping Richard as my tax guy for the years to come. Everyone in the office has great communication and they're so efficient. It's easy to schedule appointments. I feel welcomed when I'm there and never rushed. Richard is so knowledgable about anything and everything tax related which makes me feel like I'm in good hands. Thank you guys for being so awesome! See ya next year!
I've been coming to Richard Allen since 1982. These very professional folks are the best. They know the tax laws better than some people know basic math. And I'm usually a late bird but Richard always gets me in. I've referred many friends to them in the past several years and they all stayed once they met Richard and his team. It doesn't get any better than these folks. A very satisfied customer. Chris Fudge
Richard is my personal tax accountant and I couldn't enjoy working with him more. He's highly knowledgeable, answers and returns calls promptly, and is a pleasure to work with. Highly recommend Richard Allen Tax even if you end up leaving Southern California one day!
My husband and I have gone to many tax services in the past and I have to say that Richard Allen Tax went well above and beyond for us. We were referred to Richard Allen Tax as we had not had great experiences in the past with other tax services. The professionalism and attention to detail of Richard Allen Tax was very well noted. They took the time to explain different tax laws and treated us with respect. We will now only go to Richard Allen Tax and will tell all of our friends and family to go there a
Thank you for being so kind and giving me advice that did not benefit you but what was best for me? you are awesome?
There are not enough words to express how valuable Richard Novak and his team at Richard Allen and associates have been to my family and my company. Being a small business owner, the landscape can be turbulent at times and it's a scary ride when you embark on the venture as a single operator. If there's anyone I would consider a ?partner? who has gotten me through all this chaos called entrepreneurship, it would be Richard. He shows patience and an unmatched willingness to explain complicated concepts in
They are amazing. The best tax man and fellow workers. Love them!
Absolutely excellent service, very response, always take the time to answer questions, highly accurate, and always on time. The family has been doing my taxes for about an eon now. Recommend Richard Allen to friends, and they thanked me.
Richard has always made time, even when it is their busy season, to answer questions. He is very knowledgeable and indispensable when we have any tax questions.
They really don't need any more new customers, Mr. and Mrs. Novac, they run the business and are very good at what they do. I've been their client for about 8 years now. They are always fair and deliver exceptional service.
This place provides amazing and efficient tax services that does more than simply getting the job done. If you need your taxes done right visit Richard he's sure not to disappoint.
He is so professional and honest. On top of that he is very quick witted with a great sense of humor, which is needed when doing the grim task of filing taxes
Really enjoyable experience, Richard is a very knowledgeable guy. Will use them again this year.
I highly recommend Richard Novac!
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.