*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.*
10550 Sepulveda Blvd #105
Mission Hills, California 91345
Both Sherona and Melissa were so helpful in the entire process of paperwork and everything we needed. Sherona explained the entire process and conrtacts in perfect detail that I had no questions to ask. Hassle free, extremely friendly and very very professional. A very well deserved 5 ??!!!
We had experience using Sepulveda Escrow Corporation many decades ago and recently needed their services again. Melissa demonstrated expertise with the plethora of knowledge and was able to guide me through what was an overwhelming process. She was readily available and patient, answered all questions, and explained things step by step. Melissa was professional yet friendly like a long time family friend. I highly recommend Sepulveda Escrow Corporation.
I had an Escrow with Sepulveda Escrow that was open by the sellers of the business. I was very aprehensive due to the actual sellers reputation and some of the discovery we did, but Melissa made me feel very comfortable and safe doing this transaction. It went so smooth and in a timely manner. Not only professional, she and her help were very nice and made me feel welcome there. I would recomend her company to anyonne needing an Escrow taken care of.
I highly recommend Melissa and Sharona at Sepulveda Escrow. They go above and beyond for their clients and agents. As a Real Estate Broker of my of my own company. I have a lot of responsibility and liabilities. But with this company, I know my clients and I are in good hands. They are so knowledgeable about the whole process of Escrow and Real Estate. And Melissa and Sharona have been a part of my team for many years and they continue to amaze me with their knowledge. Thanks for all you do. I look forward
With Sepulveda Escrow company team and Melissa we got the best service with fast easy transaction. We will ask her to handle future sale from now on. We are very happy for her experience and knowledge to finished our sale without any hesitation . The fees we were charged was even less than we expected.thank you you are the best in the field
Super positive experience. Very helpful and sweet people that elaborate in depth and offer extensive service. Highly recommend
We are very pleased with Sepulveda Escrow Corporation services. We used Sepulveda both as a buyer and a seller in two different transactions. Both transactions had unique conditions to be met prior to the close of escrow. Our experience was terrific in both deals. Sepulveda work is timely and accurate. The personnel are kind, knowledgeable, responsive, and available when needed. In both cases, the seller saved a lot of money and avoided the unnecessary involvement of realtors on both or either side, as well
Thanks you guys!! Melissa and Sharona are out of this world!! Just close a transaction with them. Very knowledgeable and helpful. Definitely will use them again in the near future. Ray V .
I bring 1-2 escrows per month to Sepulveda escrow because the way they treat myself and my clients. Melissa Motkin and her team consistently go above and beyond exceeding my every expectation. It's a shame what the person above wrote but I guess there is always going to be one bad apple in the crowd. As a business broker I highly recommend her services. Fast and very thorough service. There are many choices for escrow companies and much closer to where I work but the bottom line is that I go out of my w
Thank you Melissa and Sharona, you help to do everything perfectly with my business escrow. For future I will hopefully use your service again. I wish for you to have a successful business.
The nicest people. Amazing job and easy to work with and very helpful. Thanks Melissa, Sharona and Cynthia!
Professional staff and nice environment
Rude staff, heartless 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.