*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.*
1601 Vine St 6th floor
Los Angeles, California 90028
Sean and his team were amazingly helpful and supportive in the process to help us settle our debt. He was reassuring and put us at ease. They were able to negotiate most of our debt to half the original amount which saved us a ton of money. I would highly recommend Roundleaf.
Sean Akari should be the go-to lawyer for anyone dealing a collections or related legal problem. Sean is tremendously responsive and helpful and has an engaging and empathetic personal manner as well. Sean was able to negotiate and solve my legal issue in a much shorter time frame than I would have ever been able to achieve myself. This is a very specific field of law and it pays to use an expert like Sean over a generalist who will not have the same level of experience and knowledge with these types of cas
If I could give Sean and his team 100 stars I would. He and his team reduced my debt well over 89%. I know it is hard to believe but it is the truth. They are honest, hard working and enjoyable to deal with. I received my resolution within approximately 30 days. It was a joy to work with them and I cannot recommend them enough. Absolutely 100% dedication to their clients. Sincerely, Donna G.
You wrote a review for Roundleaf - Los Angeles 3 minutes ago 5.0 star rating 3/23/2022 i am one of those who had an identity theft in my credit report, which affected my desire to go find my own place to rent. A friend told me to talk to Sean Akari, an attorney, who might be able to help with the removal. I was a little bit skeptical because we only met on the phone from Las Vegas to San Jose, CA. Sean and his partner Richard Hua explained to me the whole process which also included settlements of my de
Sean gave us great advice on how to handle our specific situation, and left us feeling confident that we could handle it on our own without having to pay him a dime! We already know that if we still need help, he'll be our guy!
We called Sean A not knowing what to do. We were slapped with an awful situation and he taught us how to confidently handle this situation. He was so kind and knowledgeable and I would highly recommend him as his was so responsive and timely!
I was so pleased with Atty. Sean Akari..The first time I talked to him over the phone and talked about my issue (lawsuit)..I knew he can help me and he did it fast!! He's the kind of lawyer you can trust and didn't break my bank!God Bless you Atty. Akari!
I had some debt on my credit where I was trying to get it paid off. They didn't want to negotiate with me however after using round leaf my debt was cut to more than half for the settlement. At first I was extremely nervous paying the initial fee but extremely worth it look forward to the next process with them.
Sean is very professional, he work very fast and he make me an excellent deal ,I really recomend him Thank you Sean for your help and advice
(Translated by Google) Excellent service and professionalism resolved my scare quickly and effectively, saving me a lot of money And the best thing is that he also speaks Spanish (Original) Excelente servicio y profesionalismo resolvi? mi asusto de una manera r?pida y efectiva, me ahorre mucho dinero Y lo mejor es que tambi?n habla espa?ol
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.