*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.*
6303 Owensmouth Ave 10th Floor
Woodland Hills, California 91367
Cel has been preparing our taxes for many years now, and he and his team are fantastic! They are very responsive to setting up meeting times, and Cel is excellent at not only preparing the returns, but giving us advice on how we can be better saving, donating, and preparing for retirement. I cannot recommend Cel and his Tax Shop team highly enough.
Cel did a fantastic job filing my taxes for 2017. He made the process smooth, fast and easy and got me a refund. I highly recommend him and look forward coming back for many years to come.
Started out good with Cel until year 2022 taxes when we filed in April then, out of the blue, received another tax return filed in June. We had no idea this was coming as it was not communicated to us. Tried to contact Cel continuously but with no success. I'm sure Cel has a legitimate reason for what happened but I don't know because he won't communicate with us, hence the reason for the one star review. I've tried text, calling, emailing and left numerous messages with no reply. I then went on the interne
Cel did a great job at an affordable rate. He's very honest and walks you through the process. I would recommend him to friends and family. Wish I had heard about him before. Will definitely see him every year when tax season comes around.
I have been using the services of Tax Shop for tax preparation for 3 years now. I had used another service for years prior to switching. They are very knowledgeable about all things regarding taxes and accounting. They take the time to sit down with you and go over your current situation so they can make suggestions and recommendations tailored to you. I absolutely trust and rely on the knowledge of Cel provided me along the way and the speed in which he was able to process my taxes. This was an easy d
Thank you for a fast, reliable and professional service, I will work with you again on my next tax return.
Cell is the best guy out there. He knows his stuff and will go above and beyond to help his clients. He explained everything about my taxes and helped me save a lot of money. If anyone is looking for a tax accountant then your search ends here! Kudos Cell :)
I highly recommend Cel to anyone looking for a good tax person. He is very knowledgeable and explains everything in a thorough but understandable manner. I always leave our meetings more knowledgeable than when I go in.
Cel is pleasant to work with, fast,affordable, and very thorough! And he makes time after work or weekends to accommodate my schedule. Make an appointment today, and you?ll be very satisfied!!
Cel Mercado is by far the most meticulous and competent tax preparer I?ve every used. He takes away the stress and painful woes of doing taxes every year.
No fuss and worry free filing with Cel. He?s very accommodating and takes his time to explain what?s going on.
For a non-American, Cel made this process seamless and easy to understand. Great service, to which i will be returning!
Three generations of tax preparers. Always professional and informative.
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.