*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.*
2915 Vía Del Robles
Fallbrook, California 92028
For over a decade, Chris has been my go-to guy for handling my taxes, and I couldn't be happier with his exceptional service. His level of knowledge, expertise, and professionalism has always impressed me. Chris not only has the heart of a teacher but also the ability to simplify even the most complicated tax-related items. I've consistently felt confident and well-taken care of under his guidance. Choosing Chris as your tax professional is not just about getting your taxes done. It's about having a partn
Mr. Teubert has prepared my taxes for the better part of 10 years and with the care and precision he has shown me over the years, I can't imagine using anyone else during the very stressful "tax season." He has been a dedicated professional showing me care, attention, and advice on making sure I am in alignment with all necessary regulations when I submit my return. I have had no hesitation referring him to family and friends and he has had no issues in taking on more clients, and putting their needs first
Chris has been a great partner to our Small Business Consulting firm over the years. We appreciate his approachable attitude and responsiveness to our ever changing accounting and tax needs. He offers forward looking advise that helps keep us organized and better able to focus on our business ventures.
I can wholeheartedly recommend Chris and his professional accounting and tax services! As an Independent Service Contractor and Professional I regularly rely on his expertise and services as I navigate thru the complicated tax and accounting regulations of two states. Chris is very responsive to my needs and is super helpful!
I have used Mr. Teubert for taxes and various other financial oriented tasks. Extremely professional. Great communication. Attention to detail. He has been my guy for such things and will continue to be. Strongly recommended.
I am a repeat customer of Chris? & highly recommend! He?s knowledgeable, very helpful in explaining things, & gives a personalized touch you didn?t know you needed. He?s fast & also thorough at the same time! Highly recommend to friends & family!
I have called upon Mr. Teubert for several years now and I will for years to come. Very responsive and accurate when it comes to questions that I have had in the past. Has always lead me in the right directing when it comes to things I should claim and things I shouldn?t. I would highly recommend his service to anyone I know
Knowledgeable services to help you through tax season. A+ Service. Super simple and easy. Highly recommended.
Superb services! Thorough, fast and accurate! Have been using for years and will continue to do so!
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.