*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.*
22048 Sherman Way #203
Canoga Park, California 91303
I had the pleasure of working with Smart Services for my corporate accounting needs, and I couldn't be more satisfied with their expertise. I owed corporate taxes for three years, and they took care of everything for me. Not only did they file all my taxes, but they also found every possible deduction, saving me a significant amount of money. The team was professional, knowledgeable, and always ready to answer my questions. If you're looking for reliable and efficient accounting services, I highly recommend
Smart Services provided exceptional assistance in resolving three years of back taxes for my construction business. Their professionalism, expertise, and proactive approach ensured a smooth process from start to finish. Clear communication and thorough guidance left me confident in their abilities. Thanks to Smart Services, my business emerged stronger and more resilient. I highly recommend them to any business owner facing tax-related challenges.
I can't express my gratitude enough for the incredible support I received from Smart Services in managing my construction business taxes. I was drowning in IRS debt due to late fees and penalties, and they truly came to my rescue. The accountants at Smart Services not only helped me navigate through the complexities of tax compliance but also played a pivotal role in getting my offer in compromise approved with the IRS. Their expertise and professionalism were evident from the start, and they worked dilige
Smart Services has been a lifesaver for me as an independent contractor in the pastry industry. They're not your average accountants; they're exceptional! Right from the start, their team was responsive and tailored their service to my unique needs. They helped me get up to date with my taxes and made sure I didn't miss any deductions, thanks to their expertise in the pastry business. What I really appreciate is their clear communication. They explained everything in a way that was easy to understand, so
I recently had the pleasure of working with Joel to file my taxes, and I couldn't be happier with the service he provided. From start to finish, Joel was a consummate professional, making the process as smooth and stress-free as possible. Joel was incredibly knowledgeable and thorough, and he took the time to answer all of my questions and address any concerns I had. He made sure that I understood everything that was going on and provided clear, concise explanations of each step in the process. In additio
I recently moved my retail business from Miami to Los Angeles, and the transition required navigating a complex maze of taxes and regulations. Fortunately, I found Smart Services, and they have been nothing short of phenomenal. Their team expertly guided me through every step, from obtaining a sales permit to getting my business licensed with the California Franchise Tax Board. Their knowledge and professionalism made what could have been an overwhelming process smooth and manageable. I am thoroughly impres
Smart Services have been a game-changer for my business? accounting needs. Their expertise, proactive approach, and great communication make them invaluable asset. They do all my tax planning to maximize my deductions at the end of the year. If you are a business owner these are the guys to go to!
Smart Services are the best accountants in San Fernando Valley. If you have any kind of issues with your taxes then Joel is the man to go to. I was late 5 years on my tax returns, he was able to get me up to date, waived the late penalty fees all those years, and get me back in good standings with the IRS.
I had an issue with my previous accountant and felt like something was off. I called Joel Chiri at Smart Services and asked if I could get a second opinion in person. He saw me that same day and confirmed my suspicions. He was straightforward, honest, and helped me fix a mistake that could have caused me to be audited! He took care of all my paperwork, helped me with a phone call to the IRS, and processed my new taxes rather quickly. I trust him and will be going to him from now on. Thank you for helping me
I have been using Smart Services for my payroll and tax needs for several years now, and I couldn't be happier with their services and professionalism. Their team is knowledgeable, and they always make sure that all my payroll and tax needs are taken care of in time and accurate manner.
The guys at Smart Services are well organized and amazing. They will answer all your queries and the great service is totally worth the money. I am a F1 student and my tax situation was complicated as it involved multiple states (Florida and California) and various stocks transactions from multiple brokers. I was help by one their registered tax consultant (Joel) and he was extremely pleasant, very detailed, and without errors. he also took some time to investigate getting me some extra credits. He also tol
Very unprofessional. Joel doesn?t return my calls. Everytime I go in person he?s always out of the country. It?s unacceptable to treat paying clients like this. I wasn?t given any updates about my account so now I?m out $500. Also it?s been a year since I went in and paid him to help me with my IRS papers. Seems like he?s scamming people.
Great experience all around. Juan Carlos was very helpful, friendly and knows how to make you feel at ease. Since getting your taxes done are no fun! Upon walking into the office I was a few minutes late, no waiting and I was even offered coffee, soda or water. Not many tax places are as inviting as Smart Services. The process was quick and everything thing was explained to me as he went through the tax preparation process. They have won my trust and my continued business!
Amazing group of accountants, they helped me settle a debt i had with the IRS. They got me an offer in compromise approved for 4% of what I owed. Joel is the best!
Very happy with this accounting firm. Joel helped me file my corporation taxes and was able to help with my tax planing for my construction company. You guys gained a customer for life!
Great service, they will go the extra mile to get you all the deductions available for your situation. 100% recommend Smart Services
Great accountants, helped me get up to date with my corporate taxes. I owed 5 years and they were able to settle for 10% of what I owed
I've done my taxes with them every year. Besides doing the work right they get it done effectively time wise which makes the taxes process not boring
They helped me open my corporation for entertainment industry, get all my permits and being doing my taxes ever since. Best group of accountants in LA
Been doing my taxes for years with them, very knowledgeable and professional team of accountants. Definitely recommend ??
Wonderful accountants, helped me open my corporation and get my sellers permit
Thank you for helping me create my business
Best Accountant in town!!
Best accountants in town
(Translated by Google) The Smart Services team is very professional. I have a small company and before I did taxes with other people (HR&Block) and they always attended to me quickly, concerned about serving more clients and the worst part, I had to pay a lot of taxes; Now that I did the taxes with Smart Services, everything was for the best. They reviewed my taxes from 2 previous years, made some amendments and got me a good refund, and this year it went much better, Joel took care of all the accounting fo
(Translated by Google) Terrible service. They haven't resolved my request and their treatment is unprofessional, but they still charge a lot. (Original) P?simo servicio. No me han resuelto mi tramite y el trato es poco profesional, pero si cobran muy caro.
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.