*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.*
20944 Sherman Way Suite 102
Canoga Park, California 91303
Charlie at SFV Business Services has been preparing my business and personal tax returns since 2002, and I could not be more pleased with the service and professionalism Charlie and his team provide. Charlie is an experienced tax professional who takes the time to understand my unique financial situation and ensures that I am getting the most out of my tax return. He is also very knowledgeable about the latest tax law changes, which helps me to maximize deductions and avoid costly penalties. In addition, C
It's not always easy finding someone to help with tax preparation, but Charlie at SFV Business Services is a game-changer. Not only is he highly skilled and knowledgeable, but he also goes above and beyond to make sure that everything is accurate and taken care of. I've been working with him for a while now, and he always makes himself available to answer my questions and concerns as they arise. One of the best things about working with SFV Business Services is their flexible schedule. They offer weekend ap
As a traveling nurse, I'm constantly on the go, so I needed a service that could help me remotely and without any office visits. SFV made it incredibly easy for me to get my taxes done quickly and efficiently, and I didn't have to leave the comfort of my own house! What's more, Charlie is my brother, and I couldn't be prouder of the work that he and his team are doing at SFV. They are all about helping people and providing top-notch service, and I trust them entirely with my taxes. The team was very commun
If you're in need of a reliable and professional business bookkeeping and tax preparation service, you can't go wrong with SFV business services. I have been a satisfied customer for 19 years and have always been impressed with their attention to detail and quality of work. Their team is highly experienced and knowledgeable, making it easy to trust that your finances are in good hands. From tax preparation to bookkeeping and everything in between, their services have been invaluable to my business. I highly
When it comes to finding a reliable business services provider, SFV Business Services is the right choice. Their team of professionals are knowledgeable and experienced in all aspects of taxes and business set up. They provided me with an effective strategy for my tax needs that was tailored to fit my individual requirements. Karla was especially helpful throughout this process. She was kind, professional and extremely knowledgeable. Her intelligence and expertise in the field allowed her to answer all of m
I recently used SFV Business Services for the first time and I'm so glad I did! As an Uber driver in LA county, my tax situation can be complicated. But they made it incredibly easy to understand. Their team was professional, knowledgeable, and friendly throughout the entire process. They were great at finding deductions I didn't even know about, which saved me a lot of money. I would highly recommend SFV Business Services to anyone looking for help with their taxes. They are truly the best in the business!
SFV and its team, led by Charlie, have truly been a godsend for me and my construction business. Their assistance in incorporating my company, setting up accounts, and keeping track of all the paperwork has been invaluable. Moreover, they have provided me with insight into the ever-changing world of business and have helped me stay ahead of the curve. I am especially grateful for their advice regarding how to handle finances and manage taxes, which has been of great help to me. I look forward to continuing
I recently worked with SFV Business Services to resolve a tax account issue with the IRS. The team, and Charlie in particular, was amazing throughout the whole process. He quickly developed a plan to get my bill reduced from thousands of dollars to only hundreds. He stayed on top of everything and kept me up-to-date on all the progress he was making. I can't thank him enough for his help and would highly recommend SFV Business Services to anyone looking for reliable tax solutions.
Charlie is an amazing person to work with. His knowledge of everything related to incorporating my business in California and setting up QuickBooks was invaluable. Not only did he quickly teach me how to use the software, but also how to accurately keep records of my finances. He is also incredibly helpful when it comes to dealing with all of the tax matters both personally and corporate. He has been a great asset to my business since 2010, and I would highly recommend him for anyone who needs help with the
I've been a client of SFV Business Services since 2014, and in that time I have experienced nothing short of exemplary service. This team helps me with my bookkeeping, payroll and tax preparation needs, which can be quite complicated for business owners. If you're considering registering and operating a business in California, I highly recommend SFV Business Services for your financial needs. They will ensure that everything is taken care of quickly and accurately so that you can focus on other aspects of
I have been using SFV Business Services for the preparation of my long personal tax returns since 2001 and I'm truly amazed with their dedication, commitment to detail and accuracy. They have taken the time to not only understand my complicated financial situation but also provide me with all the necessary information and advice to ensure that my taxes are prepared correctly. Karla and Charlie have been my go-to people for all of my tax preparation needs and I couldn't be more grateful. Their professionalis
For over 20 years, SFV has been a tax lifesaver, providing stellar service and support. They've consistently navigated complex tax codes for me, ensuring top-notch results. What sets SFV apart is their personal touch that makes you feel like family. Their expertise and care are why I've been a loyal client for 23 years!
I had the most amazing experience working with Charlie and the SFV team to prepare my taxes! Not only did they do it with a smile, but they were also incredibly intelligent and made the whole process a breeze. I swear, it was like they were speaking another language with all the tax jargon, but they somehow managed to break it down into terms even I could understand. Charlie and the team were so hilarious too! They had us laughing so hard that we almost forgot we were doing taxes. Almost. I never thought I
Can't say enough good things about Carlos and SFV Business Services. They manage all my company's bookkeeping and tax returns (both corporate and personal) for last 12 years now. They are always knowledgeable, friendly, and deliver outstanding work. Thank you for your help!
Ines and her team have been my go-to for personal tax preparation since 2008. They are highly experienced, knowledgeable, and reliable professionals. Over the past 12 years, Ines has kept me apprised of the ever-changing tax laws, ensuring that I am always up to date with the most recent changes. I never have any questions go unanswered, and Ines is always available to address any concerns. The team at Ines' office are friendly, courteous, and accommodating of my busy schedule. Highly recommended. ??
Ines is an incredibly knowledgeable and experienced professional when it comes to business entities, bookkeeping, and tax returns. She has proved invaluable in helping me navigate the complexities of setting up a limited liability company (LLC) for my own business. Ines was patient and thorough as she explained all of the details associated with establishing an LLC, including filing paperwork with the state and federal governments, submitting financial statements, and keeping accurate records.
I highly recommend Charlie and his services to anyone seeking assistance with business entities, bookkeeping, DBA or tax returns. She is a true professional and a great asset to have!
Charlie at SFV Business Services has been preparing my business and personal tax returns since 2002, and I could not be more pleased with the service and professionalism Charlie and his team provide. Charlie is an experienced tax professional who takes the time to understand my unique financial situation and ensures that I am getting the most out of my tax return. He is also very knowledgeable about the latest tax law changes, which helps me to maximize deductions and avoid costly penalties. Highly recommen
Most professional and honest people in the area. I've been using their accounting services for many years and they never dissapoint me and I will continue being their loyal customer for many years to come.
excellent service and very professional and efficient. Great human beings working there and a phenomenal environment.
(Translated by Google) SFV has been my choice for tax assistance for 15 years thanks to its professionalism and warm treatment. I especially highlight Ines for her experience and friendly approach. I recommend SFV to everyone looking for efficient and friendly tax help. (Original) SFV ha sido mi elecci?n para asistencia tributaria por 15 a?os gracias a su profesionalismo y trato c?lido. Destaco especialmente a Ines por su experiencia y enfoque amigable. Recomiendo SFV a todos los que buscan ayuda tributari
(Translated by Google) Karla SFV and her team of tax professionals excel at what they do. From tax preparation to providing personalized consultations, Karla and her team go above and beyond to ensure all their clients understand their finances and get the best possible returns. They listen to you and treat you like family. Their knowledge base is extensive, covering a wide range of topics such as business and personal taxes. Whenever I request their services, I am always satisfied, as they dutifully answer
(Translated by Google) When it comes to business taxes and advisory services, Karla at SFV can do it all. Whether you need help filing your taxes or just want good financial advice, they have everything you need. And the best of all? They make you feel like family while they do it! Plus, they make the whole process fun! Karla's sense of humor always keeps everyone in a good mood during tax season. I personally have been working with them since 2004 to the present and I highly recommend them. (Original) Cu
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.