*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.*
4501 Mission Bay Dr. #3a
San Diego, California 92109
Absolutely outstanding service! Gilad and Teddy are professional, knowledgeable, and incredibly responsive. They made tax season stress-free and provided expert guidance that saved me money. Highly recommend for anyone looking for reliable accounting support!
We were very pleased with the tax return services provided by Teddy and his staff. When we were trying to find a highly rated accounting service, we found Barzilai CPA, and we went there without an initial appointment, to check things out, and Teddy still quickly made time to speak with us. Our tax returns were expertly prepared soon thereafter and we look forward to having Teddy do our returns next year.
Best CPA firm!! Reached out to them this year and they did a great job filing my small business taxes.
I've been with Teddy for 20+ years and hands down the best CPA to date. Him and his office are always responsive and give me and my business help. Even in the busy tax season, Teddy Gilad and Elena never dissappear. Highly recommend them to anyone!
Teddy has been my CPA for many years and he is the best! The office is super responsive and always helps me with my sales tax, payroll tax and filing taxes. We work all over US and I can?t thank him enough!
The best CPA, been in business over 20+ years. His office always responsive even during a stressful tax season. Many CPA disappear but their office is great. Thank you Teddy, Gilad, Elena and team for your help over the years!
Super responsive, kind, communicative, and knowledgeable. Everything you could want from a CPA. Made filing my taxes (which were especially complicated) super easy. Provided proof they were filed and got them done very quickly. Teddy and Gilad get my highest recommendation!
I can share my experience, in the past ten years I went through several cpas and I always wanted to find a cpa care about my financial like my family. He cares about my business like his business. The most important he?s available for questions at any time and gives really good direction. Teddy, Gilad, Elena, and the rest of the team thank you from the bottom of my heart. Highly recommend them for all tax services and guidance.
Teddy has been in San Diego for over 20 years and works all over the US. He is amazing and I highly recommend him for anyone with a company or personal taxes.
Teddy Barzilai CPA is our accountant for more than 5 years. He does for us full accounting services, bookkeeping, payroll, corporate and personal tax returns. We are very happy with his professionalism including the on-going support we get from his office. He is always available to address our questions with clear answers. We highly recommend Teddy Barzilai CPA.
Teddy Barzilai CPA is my accountant for more than 10 years. We are operating in Florida and Nevada. Teddy Give us best consultation. He does for us full accounting services, bookkeeping, payroll, corporate and personal tax returns. We are very happy with his professionalism. His office replay and give us daily support for anything we need. We highly recommend Teddy Barzilai CPA
Best firm I?ve been to! Filed with them for the past 3 years and couldn?t be happier.
Highly recommend Gilad and Teddy!! They are super knowledge and easy to work with!
Teddy has been my CPA and provided me with excellent tax return services for many years. I highly recommend Teddy Accounting as a CPA and for tax return services
Teddy has been our CPA for many years. We are very happy with the service and the wonderful staff.
Thank you Teddy for another year of accounting. Thank you for all the help, patience and guidance. You make the Taxs process much more easy and less stressful. i also want to say a big thanks to everyone else in the office who helped me and guided me during this year. looking forward for another year of working with you and your amazing stuff.
Teddy Barzilai has been our CPA for over 15 years now; he is very professional, liable and available whenever you need him. He always up to date with new laws and regulations and has an exceptional customer service. Highly reccomended!
Teddy Barzilai has been our accounting company for 17 years. We have IT and Real Estate businesses working in the USA and internationally. Teddy is not a talker, but gets it done in the most efficient and trouble free manner for all these years. We, with our 6 companies, can not thank him and his team enough.
Teddy has been my CPA for many years. Very Professional and the best in San Diego. Thank you Teddy and your team
Teddy Barzilai is my accountant since the midle of the 1990. He help me to open and to manage few entities in California and in other states. I live now in Florida but still using his services. He demonstrated profesionalizem and honesty during our long business relationship. I honestly can recomend him for anybody who needs a hard and honest professional.
Teddy has been my CPA for few years now after working with someone else. After seeing the service they provide I don?t think I?ll ever go to another company. Thank you Teddy and the staff for always taking care of me and my business.
I?ve been working with Teddy 16 years and I?m very pleased with his professionalism and service. He always available to advise and help with any issue. I?d definitely recommend Teddy for all accounting needs.
We have been using Teddy for quite a while now and we are very happy with him and his office. Appreciate the work
Excellent service from Teddy and his team. They all greeted me very cordially. I appreciate the speed and efficiency. 100% recommended.
Highly recommend!! Teddy and his professional team are always happy to help in any subject, quick and professional!
BE CAREFUL FROM THIS GUY!!! CAREFUL CAREFUL CAREFUL CAREFUL!!! He will rip you off, he will take your money and do NOTHING!! be careful, this guy has been in the business for many years and he play tricks on Innocent people. HE CAUSED OUR COMPANY MASSIVE PENALTIES AND ISSUES WITH IRS due to his SLOPPINESS, and he will NEVER take responsibility. He has bunch of girls working there for minimum wage and they don't know nothing about accounting, plus the worst part is that he is firing them and changing th
Teddy Barzilai is my cpa for the last 8 years and it?s time to Mentioned that he is very helpful legit an affordable and responding right away also the stuff from the office are very friendly I will definitely recommend him to anyone thanks ??
Teddys office is the best I?ve seen High preforming service , great personal skills , love their work
The best accountant I ever had Excellent service 24/7 best prices definitely recommended !!!!!!!!!
Great CPA, thank you teddy and team
Great service! The staff is very responsive and professional. 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.