*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.*
363 17th St Suite 1
Oakland, California 94612
Three years of impeccable tax filings and invaluable peace of mind thanks to Tax Ninja! Huge shoutout to Jayson for the last two years of tax prep and sage advice that resulted in a pleasant refund this time!
I found Matt (Tax Ninja) about 8 years back on Yelp. He had 5 star ratings. Since then Matt has lived up to those expectations. He is smart, fast, knows a lot and is fun to work with. A few times I even got my taxes done for myself and for a friend when we were outside the country. The process was as efficient. Highly recommend him.
Matt (The Tax Ninja Himself) not only is the best tax accountant I have ever used for my freelance photography business, but he also gives out great FREE advice on where to get some fabulous REAL Texas BBQ. This year alone he saved me around $10,000 when I had an issue with my taxes from a few years ago. I can't say enough great things about Matt and his team. Highly recommended!
Matt, aka the Ninja, will get the most money back, hands down! I never had a tax refund in my life, always owed a few grand more, until I used the ninja - many moons ago. He got me 6k back for my first return! Fast, efficient, personable with great stories to whittle the short time away, Matt rules!
I've been seeing Matt at Tax Ninja to help with my taxes for the past five years and wholeheartedly recommend his services. Matt always helps me save money that I otherwise would have lost thanks to his knowledge of the tax system, and gives great advice on the types of things I should be keeping track of to help things go smoothly. Taxes in the U.S. are way too complicated to not pay a professional for help. They'll save you money, (maybe more importantly) time and stress.
This service is a scam. They'll promise and promise then leave you high and dry.
Matthew is amazing. I found out about him from a referral from one of my coworkers who swore he could help me with the $10k I thought I owed the IRS. He took the time to completely understand my situation and did his tax magic to make sure I got my full refund. When I did my taxes I owed money - he's helping me get paid. Not only that - he's an incredible resource for a budding entrepreneur (me) and really is invested in his clients' success. You're not just another number or client - he spoke to me an
Before Tax Ninja, I did my taxes on my own through an online service. It was something I loathed every year like most people. With Tax Ninja, I have a partner instead of a service. I get valuable advice about how to increase my deductions. Without a doubt, I get a bigger refund each year with TN and I learn a lot from the experience. It's an investment I recommend!
Matt is amazing at what he does! I highly recommend The Tax Ninja to anyone looking to get money back on their return. His level of expertise is beyond compare!
Matt is a lifesaver. My wife and I had a complicated situation when we moved from another state after selling our business. He stepped up and told me "here's what we need to do, then everything will be back on track". Matt ended months of stress and worry and got us squared away. Thanks, Ninja!
Matt has been my tax preparer for 4 years now and he is worth every penny!
I highly recommend doing business with Matthew you will definitely not be let down after doing my return with him i will never go elsewhere!!
Gets the job done quickly and correctly. Saved my life!
Awesome customer experience and right by the BART line.
$475 to fill up a single simple form? Outrageous!!
Glizzy hands glarketer?
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.