*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.*
1475 S State College Blvd Unit 224
Anaheim, California 92806
I?ve been with shaan for about 3 years now. He?s very informative about my business taxes. He actually answers my calls and breaks things down in dummy terms when I don?t understand something. I have no complaints!
I had a consultation with Shaan to prepare for the upcoming tax filing season due to changes in our tax situation, including the ongoing 1031 exchange of our investments. We wanted to ensure our tax return is professionally handled moving forward. Shaan provided invaluable insights, drawing from his expertise as both a CPA and a real estate investor. I am looking forward to working with him in the future.
Shaan was great selling me, explaining all the best benefits of his business and why I should use him. He failed to follow through with what he said he would. I used him for 3 years for personal and my business. I wish I cut him loose the first year. You won?t get your designated 1hr tax preparation and planned every month, the book keepers he hires are in school or need to be in school, he has horrible meetings planning skills and actually taking those meetings. I am sorry to have used him especially as a
Shaan is amazing!! My husband and I were looking for a CPA to use long-term. We have W2 and have investment properties and have had a hard time looking to find a good CPA for our situation, but when we found Shaan...it was like an answer to our prayers! He is so detail orientated, organized, and fast. He answered all our questions and gided us through tax benefits for real estate investors. I highly recommend Shaan
My wife and I are busy W2 professionals and passive real estate investors. I haven't met Shaan yet. You wouldn't believe it if I told you but we found Shaan on google review and after speaking to him over the phone for 20 mins. I knew he was the guy to help prepare our complicated taxes. Shaan has a strong background in real estate investing and he helped us saved thousands $ on taxes compared to our previous CPA. We were skeptical at first, but Shaan is the real deal if you want to save money. Give S
We have been looking for a CPA to help us with complicated tax issues. We made a list of about ten CPA?s. I decided to go with Shaan based on his Google reviews. Shaan is exceptionally professional, he has excellent customer service and he is very knowledgeable when it comes to complicated tax matters. We had been dreading and were very worried about this issue for over a year but Shaan fixed everything in less than a month. His pricing is very reasonable and fair. Shaan has given us peace of mind after wor
We were looking for a CPA who specialized in investment properties in and out of state. Upon researching, Shaan's name came up. We called around and we liked Shaan's prompt response and professionalism. We met with him at his office prior to our engagement. He's a real casual guy, no suits/ties/jackets, but knows his stuff and sincere. After talking with him about our situation, my wife and I got a good sense that we've found our guy! If you're looking for a tax professional who knows and understands i
I have been working with Shaan Afridi for three years. Shaan has always done a great job on my taxes. What I like the most about Shaan Afridi's services is he is always available to give me advice and take time to get my taxes done right. I can reach out to him by phone or email anytime and he always promptly get back to me, taking the time to answer my questions, meeting with me to walk me through step by step. Before I decided to sell my rental house, I talked to Shaan and get his advices and make my deci
As a real estate investor, Shaan's services as a CPA is highly valuable to me. He is well versed in federal and state specific idiosyncrasies in the tax code, specifically for real estate investors. Shaan has been easy to work with, even in stressful scenarios. Would highly recommend!
I have been looking for a CPA for my real estate investment. I did some goggle search and found Shaan. I made an appointment to see him. Shaan was professional, knowledgeable and a very kind person. He treats me with respect and make me feel like a value client. I will use Shaan for my tax planning for real estate investors next year.
I'm glad that I came across Shaan. He's very good at his profession, knowledgeable and helpful! He dedicated himself to my 7 years of backed up Corporate Taxes and got it done super fast. Shaan kept me posted every step of the way. He was on definitely on top of it all the way thru. My experience has been very good with Shaan's service and I give him a 5 star rating. I would definitely recommend him to any one!!!!
Shaan is extremely efficient and skilled when it comes to anything tax related. Hes helped me with the tax planning of multiple companies I own to save nearly $20000 in taxes in each of those companies. If you own multiple companies or any business in general i highly recommend getting Shaan?s expertise on a plan to save money in taxes you shouldn?t be wasting.
I met Shaan a couple years ago and I?m so glad I did! We were looking for a new CPA for my wife?s first business and Shaan answered all the questions we had. He?s a very hard worker and always answers any questions I have in a timely manner, which I appreciate a lot. Now, we are on our third business and having a CPA that constantly surpasses your expectations is a huge stress relief! It allows us more time to focus on work and our family. If you?re looking to for someone who is kind, persistent, and love
I had the pleasure of speaking with Shan for a second opinion on my current taxes. He was able to guide me in the right direction by giving me his honest opinion without any pressure to file my taxes again. Thank you Shaan for your professionalism and integrity!
Shaan is a consummate professional. My wife and I have been with Shaan for five years and we thoroughly trust him with our taxes. Shaan is extremely responsive and knowledgeable with the ever changing tax code and I would strongly recommend Shaan to anyone out there.
Shaan has been doing our taxes for almost 4 years. He is very knowledgeable and is available whenever I have a question or concern. Strongly recommend him!
Shaan handled a complicated tax issue with grace and ease, and very quickly! With an issue that can cause a lot of worry, Shaan's expert-level knowledge and quick responsiveness were reassuring and put my mind at ease. Highly recommend!
Taxes are boring and complicated. Even more so when you have multiple businesses at the same in different industries. After consulting with multiple CPA?s, I knew I wanted to work with Shaan. He is humble, knowledgeable, and prompt and concise in his communications. If you?re a big fan of the Robert Kiyosaki and Tom Wheelright idea of eliminating as many tax burdens legally as possible, Shaan is knowledgable in that. The other great thing is that he will always admit when he?s not as knowledgeable at someth
Shaan is very quick and accurate. I appreciate that he follows up with me each year if he hasn't received my documents to begin my tax return. It is my least favorite thing to do but he makes the process very simple and painless.
It was my first year filing taxes for my new business and Shaan made the entire process really easy. He was very transparent with the process and on top of that, his rates were better than most CPAs in the area. I will definitely be filling with him from now on.
Shaan Afridi reviewed my tax documents and my 1031 exchanges for accuracy. He was professional, efficient, and patient with my several emails and phone calls. Shaan Afridi operates a stellar business!
Shaan is very responsive, efficient, and honest. Recently, I mistakenly received a notice from the IRS. Shaan figured it out immediately and without any further action on my end. I am sure other CPAs would have had me call and handle the issue or charged for their time.
Been with Shaan for the past 2 years and he's done nothing but excellent work! He makes sure to explain everything thoroughly and always makes it a point to respond as soon as he is able to. I've recommended him to family & friends
Shaan is a great CPA. He's helped many of my clients with tough tax situations. Thorough, accurate and the best communication in the business!
I strongly recommend and have recommended Shaan; I found his knowledge very helpful, his work excellent, timely and affordable. The ability to work remotely with Shaan saved time and money. I will continue to use Shaan as clients require his serves.
Although Shaan was unable to address my particular tax issue, I still appreciate his honesty upfront. He also referred me to someone who might be able to help.
Shaan has gone above and beyond cleaning up my late taxes these last couple years and financially advising and preparing me for next year!
Very professional. Helped answer some tax related questions for our upcoming relocation to OC. Will certainly use Shaan when we arrive in OC.
Shaan is a such good tax consultant who can easily solve all overseas complications which we are really satisfied with the results.
Shaan has been an incredible help to me with my tax planning and I would highly recommend Shaan's services.
Shaan was very quick and efficient. His pricing was also hard to beat and he was easy to work with.
Very knowledgeable CPA, recommend him for all of your accounting needs.
excellent customer service excellent CPA
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.