*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.*
1990 N California Blvd # 830
Walnut Creek, California 94596
I was dealing with a surprise IRS audit and had no idea where to start. This team walked me through the entire process, explain everything in plain language and handled all the communication with the IRS. They got the penalties removed and gave me peace of mind. I'm so grateful I found them.
Mr. Singh was able to understand my situation and provide guidance within the first 10 minutes when other lawyers had taken hours and still struggled with understanding what I was trying to explain. My situation was a bit more complex than the typical case but Mr. Singh was knowledgeable enough to take the lead in asking me follow up questions and got to the bottom of the issue by the end of the 30 minute call. I have never been so impressed with a lawyer before. I felt safe and confident throughout the pro
Sandeep is an exceptional tax attorney with a wide array of business and tax knowledge. He is prompt in responding to inquiries- phone calls as well as emails - and very easy to talk to. Truly a pleasure working with a professional like Sandeep!
Sandeep is an outstanding attorney with a comprehensive knowledge of tax law to go along with years of experience in the trenches. Sandeep has successfully advised me on numerous tax matters over the years and I am very grateful to have had his expertise in my corner. I cannot recommend Sandeep highly enough, if you are in need of legal assistance for a tax related issue, look no further because you have found a highly skilled attorney at the top of his profession.
Sandeep helped me simplify an otherwise complicated tax matter. He explained the process and the likely results in an easy to understand manner.The process played out exactly like he described. It was a shockingly pleasant experience having someone so good at what they do. Truly the best of the best.
The moment an IRS issue comes up so does the anxiety but the moment I met Sandeep Singh I somehow knew I was in good hands, and I was. My case has taken many years and he has been there every step of the way. Always answered my emails and always took time to explain. Even when we were done, he still helped. He truly cares about helping people. I respect him and highly recommend his services.
A very professional and knowledgeable attorney. Mr. Sandeep Singh is solid! He represents most of my family members in business matters and we are all very pleased with the excellent service he provides! Very highly recommended, excellent attorney! Anyone with IRS challenges, Mr Sandeep Singh is your solution!
Sandeep is a great attorney, with a vast knowledge of tax issues. He answers his phone calls and emails timely and does a very good job of keeping you abreast of progress. At the end of the day if you are looking for an attorney that is results driven, you won't do better than Mr. Singh.
Sandeep is very knowledgeable about tax and business law and very responsive. He always responds to emails and calls promptly and doesn't make you feel like you're his one of many cases. This kind of personal attention and care is rare among attorneys. I would highly recommend him to anyone looking for a good attorney.
Over the last year, we received a letter from the IRS demanding us huge amounts in penalty due to crypto transactions we had done few years earlier. This letter was due to the fact that the crypto exchange used an incorrect form for reporting to the IRS that we had made large sum of money during the crypto boom. We were lucky to find Sandeep and during our initial talk, he went thoroughly through our statements and understood that we lost money which we had reported correctly in the IRS tax filing and the
As an accountant, I have worked with many tax attorneys over last 16 years and without hesitation I can say Sandeep is the best. Not only He has extensive knowledge of tax code and procedures, but also he is prompt and timely in his communications. His experience working as an IRS Attorney gives him a unique prospective thats hard to find. He can solve complex cases including litigation that most tax attorneys dont touch. If you are looking for a tax attorney who can actually help you solve your tax issue
We called Sandeep when we were dealing with a payroll tax audit. He answered his phone promptly and answered our questions and put an end to IRS brutality. Since then,He has always been prompt and digent in his work. He answered all our questions and gave us great guidance on how to deal with audit. We can say without reservations that Sandeep is exceptional Tax lawyer. He is not only personable, but also very professional. If you have issues with your taxes or are being audited by IRS, give StoneBridge C
We went to Stonebridge Counsel and met Sandeep regarding my tax issues and the letter we had received from IRS. On meeting him we knew right away that he is our guy. He was so informative and made us feel at ease right away. We highly recommend Sandeep for any tax related issues.
I had some concerns related to an old tax issue, but Sandeep was able to put my mind at ease. He helped break things down in a way I understood and quickly went to work on getting to the bottom of things. I feel much better now that he's looked into it for me, and I'm glad to have found someone I can trust for future matters. I'd highly recommend giving him a call if you're in a similar situation.
Five Stars is Not Enough I contacted Stonebridge Counsel because I needed some legal tax help. From the first phone call with Mr. Singh, he really calmed my worries. I wasn't able to sleep for a long time, but he made me feel like there was a way to get this heavy burden taken care of and behind me. His guidance and communication is amazing. Whenever I called or sent an email, I was surprised at how fast he got back to me. I was never wondering what was going on, because of continuous updates throughout th
I had an initial consult with Sandeep and he's extremely knowledgeable. He offered sage tax advice that saved us some money!
Unlike many other attorneys, Sandeep makes you feel better by explaining the process thoroughly and then keeping you informed throughout the process. The peace of mind has been priceless!
I just can't say enough about the level of professional guidance and customer attention given by this firm. If you want someone who can provide you with excellent tax advise and who genuinely cares about your needs specifically without sugar coating or making promises they won't keep, you can't go wrong engaging with their services.
Sandeep is very professional guy.. he has such a good knowledge and great attitude.. even tho these tax and legal matters are so complicated but Sandeep made me feel very comfortable.. thank you Sandeep ..
Definitely, one of the best firms in east bay (WC) area concerning tax issues. Helped me immensely and diligently as a council for my case. Thank you Sandeep!
I was just contacted by the attorney that my review is defamatory and in violation of my contract, and I should remove it! Although, I believe his statement is in violation of my constitutional right and freedom of speech! however I will remove my review edit my review and take my complaint to state BAR of California to see if I have the right to warn people or not! Keep you posted
Good honest attorneys willing to work with you before they start billing you. Consultation to find out if it is even worth it for me to have them do anything.
All I can say that we were lucky to find him. Highly recomended
Impressive attorney with an impressive background. Highly recommend.
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.