*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.*
17880 Sky Park Cir #125
Irvine, California 92614
My husband and I have worked with Harshita for the last two years now and very grateful we found her. I was referred by an online mom group where she was recommended by multiple members. Harshita is meticulous and knowledgable. We had a hard time getting our previous accountant to answer a question without wanting to charge us when we already paid him a high rate and had been loyal clients for years. Harshita has taken the time to answer our questions thoroughly and given us great advice. Her systems are e
I looked for a long time for a good tax service. I called a few companies and the amount they charged was more than I wanted to pay, and I was nervous about large companies. I found Star Tax Solutions and called to get a feel. Harshita answered right away and gave me an over the phone consultation and insight into exactly what I needed to do. I had done my taxes by myself before and they were significantly less complicated than this year. When I went to Harshita, she was not only helpful, but advised me on
Harshita is very knowledgeable, extremely helpful and very diligent in her work. I have been getting my taxes done from her since last 8 years and not only during tax season, but any time of the year, I need to consult her, she is always very prompt in giving me advise. I am very thankful to have Harshita as my tax consultant and wish her the best!
I contacted Star Tax Solutions because my husband needed to file his 2012 2014 taxes, and Harshita was the best! I contacted a lot of other tax people before her that didn't even know how to do the taxes that far back or couldn't help me. She said it was no problem, and explained everything to me. She is professional and very knowledgeable in her field, and she was able to get all the information from the Irs directly, and she only needed 1 email from me to get the whole process started. She was fast a
I am so glad that I got in touch with Harshita for my complicated situation wrt my son's ITIN. She is a wonderful lady and has tremendous knowledge. When all Tax consultant's were confident that our tax situation can not be handled same year and can't be corrected. She was the one with 100% confidence that we can correct it. She corrected my returns and got me good/unexpected refunds. She works very honestly and I am glad to come in touch with her. Value for money :)
I highly recommend STAR Tax Solutions for making you current for your business and personal returns. In 2020, Harshita, at STAR Tax Solutions helped me clean up a messy combination of overdue returns and correspondence dating back to 2014 for both my LLC and personal returns. She showed a lot of empathy and understanding when I explained how I let the letters from the Franchise Tax Board pile up, and she reassured me that she would be able to bring me current on my returns. She collected my information,
This was our second year working with Harshita at Star Tax Solutions. She works very carefully and thoroughly with a great attention to detail. She is friendly and easy to talk to and very flexible about when to meet. Great to work with, fast response time and very organized. Will definitely keep our business with Harshita. Thank you.
Harshita has been an absolute amazing find! She has gone above and beyond to assist me with my TAX matters. She is without doubt very proficient, very driven and always makes herself available. I'm very glad to have her on my side. It should be called Five STAR TAX Solutions!
Harshita is very knowledgeable in tax preparation, timely and professional. She takes the time to go through each detail of what is needed and what to expect. Harshita makes tax preparation a painless process.
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.