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SmartCPA - Anaheim

SmartCPA - Anaheim

Reviews Summary

The majority of reviews highlight exceptional service, praising the team's professionalism, expertise, and responsiveness. Clients appreciate the thorough tax advice, accounting support, and personalized attention, often noting long-term satisfaction and referrals. Many mention resolving complex issues efficiently and valuing the friendly, knowledgeable staff. A single negative review criticizes unprofessional behavior and lack of assistance, contrasting sharply with the overwhelmingly positive feedback. The consensus emphasizes reliability, strategic financial guidance, and a welcoming office atmosphere, making SmartCPA a trusted choice for tax and accounting needs.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Mid-size Businesses
Non-profits
Law Firms
Years of Practice
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Mid-size Businesses
Non-profits
Law Firms
Years of Practice
CPA License

Contact Information

Address

518 S Brookhurst St Ste #4

Anaheim, California 92804

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday 10AM-6PM

Customer Reviews

I have been using SmartCPA for years now at the Anaheim office. They are good in this numbers game. I can't be too bothered about having my books all set up and running a profitable business so the assistance is more than needed. Very professional, diligent and helpful guys. Over five years now, and zero worries about my accounts.

The staff at smartcpa is awesome! Mohanad, my accountant, is professional and helpful. I?ve been with him for years and he never disappoints. I have referred many of my friends to him and they are also pleased with his professionalism and dedication. Would recommend!

SmartCPA is the real deal! They are very quick, professional, and most importantly, knowledgeable about taxes and tax rules. The office has such a great vibe- unlike other tax offices that I've encountered. Thank you for saving me money every year!

I started my third business last year in Anaheim and I knew I needed a strategic business plan. I looked around for the best business planning service in the area and reviews pointed at SmartCPA. I reached out to them and scheduled a meeting. Right now my business is growing and I have them at my side as my accounting partners. I reccommend Mo and his team!

Mohanad was great. He was incredibly responsive and did his best to get me a maximum refund. Looking forward to doing my taxes with SmartCPA for the years to come. Will recommend to friends and family.

Talk to Ziad when you need a certified public accountant. He?s knowledgeable and always eager to help. Staff at SmartCPA is also great because asides being professional, they are courteous and dependable.

I have all my business need done through Smartcpa they formed my LLC and doing my accounting, payroll and my business and personal tax too. I always get my questions answered. And most important always good tax advices. They helped me with my financial reporting to get some business loans. Thanks to Smartcpa and Professional staff.

I don?t know how this CPA office can have 5 stars, in the past Mohanad was professional, courteous and helpful, but unfortunately these days he is unprofessional, unhelpful, and rude. quick on the phone and doesn?t want to answer questions. From my understanding, when you go to CPA office to file your taxes, you?re paying for their expertise and knowledge, NOT TO HAVE THE CLIENT AS AN ASSISTANT TO FILE THEIR OWN TAXES! Dear Supervisor Mohanad, I can clearly see that you are too busy for the individual tax

These are the guys that everyone wants, but can't find and ultimately lead people to resort to Turbo Tax. Absolutely need to contact them! My husband and I just had our taxes done and Moe was amazing. He asked tons of questions and thoroughly explained everything. We told him that he won't be getting rid of us for years to come

We love SmartCPA, Mo is kind, friendly and very experienced. He always answers all of our questions and is on top of everything.

Mohanad and his team are friendly, knowledgeable, and easy to work with. I have been using their accounting services for about six months. Very pleased, thank you.

Smartcpa and its team is capable, empathetic, and practical. I just recently switched to them and so far i am very satisfied with the services and attention I have received. Looking forward to many years with you guys. Thank you

These guys are amazing. They were able to resolve my issue with the IRS super fast, I would highly recommend them for your tax needs!

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Frequently Asked Questions

What qualifications should I look for in a 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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.