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TaDa! Accounting

TaDa! Accounting

Reviews Summary

Customers consistently praise the accounting services for their exceptional expertise, patience, and efficiency in transforming disorganized finances into clear, actionable records. Many highlight the ability to simplify complex accounting tasks, provide quick solutions, and offer invaluable guidance on software and tax compliance. The service is described as a lifesaver, with a magical touch for resolving issues promptly and professionally. Clients appreciate the personalized support, including remote assistance and seamless collaboration with CPAs, ensuring peace of mind. The overall sentiment is overwhelmingly positive, with strong recommendations for reliability, knowledge, and outstanding customer care.

About This Listing

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.*

Contact Information

Address

4911 Genesta Ave

Encino, California 91316

Visit Website Call Now Get Directions

Customer Reviews

I own my mother's former house with two sisters in an LLC. We have used Rachel for bookkeeping and to prepare files and interface with our CPA for taxes. I used to be involved heavily in the process in the old days, equipped with Excel and not a lot of financial or math experience. Now, I just get copies of files and watch the process. We love Rachel. We will stay with her as long as she will have us!!!

When I first moved into this area, I interviewed a few bookkeepers. Rachel seemed the best fit so I gave her a try. Turns out she was even better than I hoped for. So knowledgeable about Quickbooks, but more importantly she understands accounting for State and Fed rules. Works with my CPA and just takes care of the business of my business, so I don't need to. She is such a great resource!

Rachel has been able to help me soooo much with my financial and accounting needs. She is infinitely knowledgeable in all accounting subjects including the specific financial assistance that my business requires. When I am stuck, she'll jump on the phone with me and she will even "drive" my computer to get my accounting issues impeccably taken care of. I highly recommend Rachel's TaDa! Accounting services if you want THE BEST!!

I am one of those people who struggle with computing and math, so for me Rachel is like a magical being. Each time I call her with a question or problem she walks me through the foreign world of finance with her patience and knowledge until I am back on steady turf. She is the best!

The company name says it all Rachel is like a magician where she turned a pile of papers to an organized bookkeeping chart and balanced accounting department I have been working with Rachel for over a year and a half to organize my business accounting and bookkeeping and I can say mostly that Rachel provided me a peace of mind whenever I have a question or concern in my accounting or administration area she's always there to rescue like magic, ta-da!! and thank you Rachel Barak

They took 7.41 years of random receipts and turned it into tax documents and real info to make decisions with. She worked with a sense of urgency, yet was pleasant and charming. Knows things about computer programs only the programmer would, and can give general guidance on how to best organize your data. A lifesaver!! ????

pays attention to detail and simply the best i have had out of the few i have tried over a decade

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.

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