*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.*
3200 Park Center Dr Suite 1100
Costa Mesa, California 92626
The Rizvi team are true professionals that my wife and I are very pleased to be working with for the past several years. Adam is extremely knowledgeable and understands all aspects of tax code and it's implications on our financial situation. I'm a W2 employee and my wife owns her own S Corp. We always feel prepared and there are no surprises each year in filing our taxes. The Rizvi team?s service is excellent, helping us file our normal tax documents, business related filings, and also to navigate new life
The professionalism and knowledge provided by Rizvi & Rizvi is invaluable. They have been experts in navigating all tax situations for myself, family, and clients. Fariha has saved me tons of money and I never hesitate to send anyone I know her way. The icing on the cake is they are family owned, trustworthy, and a pleasure to work with. Do yourself a favor and give them a call!
Discovering Rizvi & Rizvi has removed a lot of stress from my life! They have held my hand through the process of changing my business to an S-Corp and saved me tons on taxes. I especially appreciate the follow up I receive from their office to get items to them on time. For most of us taxes are something we dread or put off. This firm has made the process stress free and easy.
I switched from my CPA to Rizvi & Rizvi two years ago and have been very happy with my decision. They are very professional and organized which helps when it comes to filing my taxes. I have been able to reach out during the year for tax questions and they always provide excellent insight into my tax situation. I would highly recommend them and have had several friends/clients who have moved over to them as well.
Fariha and her team go above and beyond for their clients! Some modern day CPA's have a cookie cutter feel to them and not much personal touches but that isn't the case with Rizvi and Rizvi. They truly care about their clients and it shows. They are professional and honest and just flat out get the job done. As a mortgage broker i look at tax returns all day long and never hesitate referring my clients to to Fariha. Thank you so much for all you do!
Has Rizvi has been a great partner and asset for my business clients. He brings a creative approach to tax strategy and is an amazing resource for anyone.
Having a trusted and smart CPA that can navigate the tax code is priceless. Has is my go to CPA for myself and my clients. Rizvi & Rizvi will be my go to CPA moving forward. Unparalleled excellence!
Has and Fariha are both amazing to work with. It is truly insane how much I saved on my taxes by having this Firm manage my personal and business taxes. I have referred them to everyone I know. I highly recommend making the call and becoming a client while they are still taking new ones.
Rizvi & Rizvi are a cornerstone of our business strategy team. Their advice and active participation in our planning have helped us immensely.
Rizvi and Rizvi are friendly and very knowledgeable. I have had a wonderful experience whenever I interact with Has. I would definitely recommend using this firm.
I have had the opportunity to work with Rizvi & Rizvi on several transactions and they are very knowledgeable, proactive and serve their clients with utmost professionalism!
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.