*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.*
17129 Main St
Hesperia, California 92345
WOW! I can?t even express my gratitude for Holly and her team! I know how hard she worked for my husband and I to get approved for our first home. I was skeptical about us actually being approved for the home we wanted, but she made it happen.. She kept me informed throughout the entire process, answered all my questions and reassured me that she would do whatever she could to get our loan approved- AND SHE DID! She made this entire process so much less stressful and gave us peace of mind. She?s extremely p
It was a pleasure working alongside of Skyloft Mortgage Group! They have unique loan programs to help cater to their buyers needs, and are very responsive ensuring that they get the job done right the first time! In todays times, it is hard to find people that actually care, know what they are doing and have the customers best interest. I highly recommend Skyloft Mortgage Group and their team for your real estate needs!
I'm a notary signing agent and I have to say Skyloft Escrow was a great team to work with! Christina was very communicative scheduling our appointment and Holly was very friendly and knowledgable. She answered the borrowers questions and even helped sort through a huge loan package. I would definitely recommend this group to anyone!
Do you like to work as a team? Let Skyloft be at your side at every step of the way on purchasing a home, whether it?s your first or not! Everyone works together in a great, and positive way. They gave us plenty information about the properties and worked diligently to find us the right home. Thank you Skyloft Team for our first home!
Thank you very much Ms. Holly for helping us buy our first house?? We really did not expect that we gonna close escrow in 25 days??. We highly recommend you and the Bynum group to our families and friends who plan to buy house. You did an awesome job for our family. Again, thank you very much????.
The whole team is amazing! They are very kind and keep their clients well informed through every step of the process. It's very easy to reach them anytime of day. Thank you, Holly and Michael, for being a part of my family's journey; and for making the home buying process easy.
They were the best people to help me find a house, that I love. The price was fantastic. I fell in love with it as soon as I seen it. They help me with everything from start to the finish. Great job Dustin and Holly. Gary
Such a great experience. Thank you all for making my experience amazing such an amazing group. Always helped with all the questions I had and made me feel like family. Thank you so much for everything. And i would definitely be telling people about you guys.
As a first time buyer I had a lot of questions and Holly was more than happy to answer all of them. Thank you, Holly you earned every star.
It?s always great doing business with Skyloft Mortgage Group I?m thankful that I can trust them and not have to go anywhere else to sell my properties.
Smooth transaction. Looking forward to work with you again Holly. ??
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.