*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.*
222 N Pacific Coast Hwy #2000
El Segundo, California 90245
We are very Happy with Brian's outstanding support to us We hard time to call customer services on phone. Brian's did all the issues we had with Merchant Machine. Brain given us a very clear instructions. The last twenty years we had so many issues other former Merchant credit companies with them. Mostly they refused text us only on phone. We 100 percent hearing losses. We both texted Brian 24/7 many times. He always replying us fast!!!! We are very Happy Brain takes best care us with the Merch
Bryan is the best merchant rep I've ever met. His company has provided me with excellent service. He set me up with not only a terminal myself and staff really love but the software he introduced us to for the business is fantastic! If your looking for a company you can trust & rely on this is the one!
Working with the Credit Card Guy has made my business extremely efficient. Recently, I was able to reduce my credit card processing cost by 10% by switching with BL. Bryan is extremely knowledgeable when it comes to new products and services that are coming to market, which allow my business to stay ahead of the game. Just got signing up with a new checkout service that is going to work like a charm! All made possible by Credit Card Guy services. If you are looking for more than just processing, and someon
Brian has such great customer service, I don't think we've ever had anyone be as loyal and helpful as him. He has great product and he is there to help at every step of the way, he also has a variety of options to chose from and he makes it so easy to manage a POS system. We are so grateful for his services and would highly recommend his services for anyone looking for a stress free POS search/ installation. Also we noticed so many clients that came into our taco shop and they knew him already and appreciat
This company is the most Amazing credit card company I have ever had the pleasure of working with. I've had 4 businesses & have used at least 5 different credit card processors. This one so far has been the most reliable, convenient, & provides the best service hand down. I'm hard to impress & they Surpassed my expectations. Bryan is top notch. So happy I found them.
The Credit Card Guy helped me so much because I'm 100 percent hearing losses. My old provider , I un-able get helped for my issues what needed. Brain didn't mind to texting me instead used RELAY calls which saved me 75 percentage time in texting with Brayn, I took Brayn and his lovly wife out to Beverly Hills thr Steak house because they both have a very good warm heart to me and my wife Jasmine. Jasmine is hearing losses, she un able contact the old provider in relay calla, the old prob
Bryan and his team are a great group. His office saves my business $4500 per year. The transactions are super fast. 2 seconds. Highly recommend him. Rick Lopez Coffee House Cafe Downtown L.A.
My medical clinic have used The Credit Card Guy so long I lost track, 7 year off the top of my head? We usually don't have problems with the service. But when we do, like glitches with the terminal, or rarely, my employees' mistakes happened. I can count on Bryan Lee to go out of his way to help. And I'm thankful. The last thing I want to deal with is payment problems when there is an office to run
Five Stars all the way. Bryan is on the ball. Too many Merchant CC processors have plied on fees, fees, and more fees and become apathetic to assist their small business clients. Bryan ALWAYS responds promptly and my business is now operating trouble free.
Bryan is very patient and helps full with all my merchant needs to my business . I been with his company for over 15 years and I been 100 percent satisfied with his services ! I highly recommend him for any of your business needs!
Shoutout to Bryan Lee for his excellent customer service skills. This guy goes over and beyond the call of duty. Took time out of his daily schedule to make sure our system transition was on schedule and if that wasn't enough spent the entire day teaching and making sure the staff understood the new equipment and the process. Most important his patience in explaining and answering my long list of scattered questions as well as finding the best program for our business. Thank you so much. ?????????? Cafe Cub
Nothing but the best processor we have ever dealt with . Always in top of all issues and best rates and service in the business . We have multiple locations and will be using in all . Bryan is amazing and knows his stuff . Personal touch , old school service , so impressed with him , Try them out you will be soooooooooo happy .
Bryan has really helped me out. I needed a merchant service company and he was able to find me one to fit my needs actually two. I was with North American and they are awful. Bryan?s been there for me and my staff when we were getting things up and running and we're in full function now and I'm sure if I needed any thing else he would be right there for us. Thanks Bryan
Bryan has been nothing but a blessing to me and wife?s business! He's always there for any questions, almost 24/7! He won't lead you or your business towards anything that isn't in your best interest and he'll never sell you anything he wouldn't personally use!
Bryan was amazing to work with. He answered all my questions and concerns in a positive and quick manner. I'm grateful for the quick responses and thorough resolutions. Would highly recommend Bryan to anyone!
Bryan provides many product to suit your needs and great customer care! he is highly used throughout the south bay
The Credit Card Guy is on point with the best credit card processing prices. His service is exceptional. I highly recommend the credit card guy for all your merchant needs!
Brian has beeen helping me with my merchant services for over 5 years and i have no complaints when i have a question or need a change i just text brian and he'll be calling me in no time thank you brian for all your help and keep up the great work ??
Always does a great job for us at Stuft pizza El segundo have work with The Credit Card Guy for many years recommend anyone.
Fast and efficient! Definitely recommend his services!! Their POS system is easy to use and understand.
Bryan alway gave best customer service, alway there for everything we need about the technical stuffs that we don't know .
Today is a Memorial Day and Brian come to my store today an help me with the terminal. thank God he fix it!!!
(Translated by Google) Briayan is very efficient, he is always helping with everything and looking for the best for me, thank you Bryan (Original) Briayan es muy eficaz siempre est? ayudando en todo y buscando lo mejor para mi gracias Bryan
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.