*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.*
2107 N Broadway STE 204
Santa Ana, California 92706
I had such a wonderful experience at "The Law office of Steven Schroeder." From the moment I arrived, everything exceeded my expectations. The staff was incredibly welcoming and attentive, ensuring every detail was perfect. The office ambiance, professionalism and service truly stood out and made the experience pleasant. I will definitely be recommending my family, friends, and clients.
Had my living trust done by Steven years ago and recently came back to have it updated. The whole experience from the beginning to the end was wonderful this time with the addition of Denise. She was amazing to work with in every way. I would highly recommend the law office of Steven Shroeder for your estate planning needs!
The Law Office of Steven Schroeder was a tremendous help to me in updating my trust. Mr. Schroeder is very kind, professional and easy to work with. Denise Beasca is a great asset to his practice! I felt like I had known her forever. Thank you, Denise, for making the signing process fun and easy. Thank you both for quick turnaround and ease of doing business with you. I definitely recommend Steven Schroeder to anyone looking to create or update their will / trust.
The law offices of Steven Schroeder demonstrate a high level of professionalism and understanding. Dennis provides prompt responses and exceptional assistance. They processed our truss in a timely manner. I highly recommend the law offices of Steven Schroeder for their expertise and efficiency.
Steve and Denise were amazing to work with. They exceeded our expectations with the preparation of our family trust. Steve explained every aspect of the drafting process and Denise did an excellent job of keeping us posted on the process. We will definitely be referring our friends and family for to Steve for their legal needs.
Highly recommend anyone to Mr. Schroeder if you are looking to do any estate or trust related services. He explained the process very well and was able to answer all of our questions thoroughly. Ms. Denise was very helpful and friendly and made us feel right at home every time we visited. Excellent service overall! :)
What a pleasure it was working with Steve Schroeder to put together our living trust! He was referred to us by a friend who?s opinion I trust deeply. He shared that Steve is honest, great at what he does, very knowledgeable and has fair prices. From the moment we met him we could tell we were in great hands. He has the best personality. He has a passion for what he does and wants the best for you. He always listened attentively to all of our questions. During the process, we had many questions which were p
We were referred to Mr. Schroeder through a program my husband had through his employer. We just needed a simple Living Trust. In speaking with Steven, he explained everything thoroughly and made it very simple. That was back in 2013. Now 10 years later we had a few updates to do and again he made it a very simple task. He and his staff are very helpful and friendly. The easiest part is all I had to do was email my questions and they responded in a timely manner. I would highly recommend Steven Schro
"I truly appreciate your time and effort in helping me plan my estate. Your insights and patience made this process much easier, and I?m grateful for your support." Your expertise and advice were invaluable!"
Mr. Steven F. Schroeder came recommended to me by a friend to do my father's estate and medical directive planning. I was very pleased on how he handled my father?s estate and medical directive that I decided to use him again for my own planning. He explained everything to me in terms I could easily understand and was very responsive when I had questions. His assistant Jamie, also got back to me quickly and made the process seamless. I highly recommend Mr. Steven F. Schroeder to anyone who needs sound legal
My experience with Mr. Schroeder was consistently positive. As a consequence he made the process of setting up my trust stress free. Additionally, I want to express that both Mr. Schroeder and his assistant Jamie were likable and made me feel comfortable every step of the way. They were very professional and I would definitely work with them again. I thank them for making this process a positive experience for me and I recommend their services to everyone that wants things done the right way.
Can't say enough good things about The Law Offices of Steven F. Schroeder. Steven was out of town when I first contacted their office and he still was kind enough to share information with me and Jamie scheduled a meeting when he was back in office. They helped us set up a living trust for my dad and it went very smoothly and everyone at their office was extremely present and informative. Steven and Jamie helped answer any questions we had and made this process as easy as can be. They were always prompt on
Steven Schroeder was referred to us by our neighbor when we were looking for Will and & Trust Services. My husband and I were completely unversed in the matter and were just starting to get this process started. Steven met with us for more a couple of hours at the initial meeting and fully explained the process, thoroughly answered our questions and advised on different approaches and their impacts to our estate. He is completely knowledgeable and explained everything to us in terms that made sense, explain
Steven Schroeder was very helpful with our trust, will and medical directive. He was patient in answering the many questions and explained the process in terms that we were able to understand. We have already recommended him to our family and friends.
I have known Steven Schroeder for the past 20+ years! We recently touched base with Steve to update our Trust. My wife and I feel Steve has grown with our family relationship throughout the years and we felt Steve and his family is a big part of our lives. I thank him for his service, support and encouragement to make our lives complete. Always a pleasure working with you and your staff Steve!
EXCELLENT experience and service -- by Denise in scheduling my appointment and sending me information about what was needed to Steve in preparing and delivering my trust documents. They could not have made this easier or more pleasant. Highly recommend!!
Twenty one years ago Steven met with us to draft our revocable trust. Although we had had no contact with him or his office for 21 years, when we contacted him to do an amendment to the trust, he had the original trust as well as the original email communications. Our current location in Northern California wasn?t a barrier for him and his staff to meet with us remotely to go over our needs and the necessary changes. Verification of changes and questions we had were handled patiently and efficiently. Yes,
We have had the privilege of having Steve Schroeder help our family for years. He did our Trust (twice, since we did an update 10 years later), and he recently helped us get a Durable Power of Attorney in place for an aging parent. Steve is not only extremely knowledgeable and responsive, he was also very compassionate in our difficult family situation. I without any hesitation recommend Steve. He has been a fabulous Attorney for our family needs.
Our company has been helped immensely by Steven Schroeder. His advice and help has been invaluable! In addition to his professionalism, he is kind, friendly, patient and thorough. I wholeheartedly recommend Mr. Schroeder and feel grateful to have found such a brilliant lawyer. And his staff members are very kind and courteous too. Working with his law office is an absolute pleasure!
Steven F. Schroeder combines his legal expertise with professionalism, attentiveness, a friendly demeanor and a responsive office team, especially Jamie! I?m grateful that they care so much about their clients! Steve has guided me on my will and trust, which I updated again recently. He is patient with questions and explains things in a way that?s easy to understand.
Steve Schroeder has been my accountant for 13 years and has been absolutely amazing. I was first referred to him by a close friend who used him for both businesses and personal taxes. I love that Steve and his entire office have been very professional at all times and have always been extremely responsive. I have had both personal and business accounts with him and he has made everything smooth sailing even when unexpected issues arose. Because he is also a tax(and estate planning) attorney, he has provide
Mr. Schroeder has been our lawyer for the past 16 years since 2005. He is very knowledgeable, professional, and responsive. He is nice, friendly, and patience. Every time we met with him, he has always answered all of our questions and provided great recommendations. He is thorough, and he provides quality work. His office is responsive in scheduling/re-scheduling appointments and quick in responding to our emails. We are very pleased with Mr. Schroeder's expertise and would highly recommend him to anyone
Steven F. Schroeder is an experienced lawyer that cares about his clients. He is very attentive, very knowledgeable, very professional and very responsible. Steven and his staff, especially Jamie, made the process go smoothly and efficiently. Extremely thankful for all the work Steven did for us on estate planning. We highly recommend Steven F. Schroeder to be your attorney.
Exceptional legal expertise and attention to detail. I am very pleased with their service, from the initial consultation to the end of the process, Mr. Schroeder communicates well and clearly, and I was kept informed of every step of the process. Jamie, his assistant, is professional and responds to your questions promptly. I never had to wait on my appointments, they were punctual and courteous. I definitely recommend their services.
We had an absolutely wonderful experience working with Attorney Steve Schroeder as we updated our family trust. His depth of knowledge, willingness to answer all questions in a timely manner, and overall supportive approach was incredibly valuable. Given this experience, we also decided to transfer our tax planning to him as well. Additionally, Jamie in the office is most helpful and welcoming.
Great working with Steven and his team. Steven was clear, straightforward and easy to talk with. Made taking care of taxes the last few years much easier and painless. Highly recommend talking with him.
Steven was so helpful with walking us through everything. He was kind and very personable. Definitely appreciate his professionalism and for making my family and I feel heard in our needs. Thank you Steven!
My wife and I were in dire need of updating our 1991 Trust and Will. A good friend referenced Steve Schroeder and his team and we couldn't have been more pleased. It is such an important aspect of our lives with children/grandchildren to consider and Steve couldn't have been more clear and concise on how the Estate Trust works, matched it to our wishes and welcomed us to ask any questions going forward. His support staff were extremely responsive and helpful as well. Highly recommend his services! Brenda an
My wife and I have worked several times with the good people in the law offices of Steven Schroeder. He was very helpful in the establishing our trust, wills, amd powers of attorney, guiding us through the process and asking us important questions to consider. Subsequent changes have been handled efficiently. The staff has been exemplary, always ready to help us when we have questions. This is an LGBT friendly firm. I recommend them most highly!
Steven F. Schroeder and his staff are fantastic! They are by far the best law firm I have dealt with. Jamie, Steven's assistant, is wonderful! All the staff is very friendly. They are knowledgeable, and really come through on timely matters, 100%. One of the things that I like about them most is that they are very quick and responsive: you can always get ahold of them. I have also recommended them to my family and friends. Additionally, they are much more reasonable than other lawyers that I have dealt wi
We recently had our living trust updated with Mr. Schroeder and were pleased with his service and expertise. He is very down to earth and easy to talk to.
Over the last 10 or 15 years guys that i work with have raved about how well Steven took care of them. Was no doubt who i was going to see to get my trust other estate planning documents prepared by. Steven did a great job on everything he prepared for me. I also felt that his open approachable style helped me maximize the value of the total experience.
My wife and I had a pleasure of working with Steven and Jamie on our Trust. An absolutely easy and wonderful experience. Steven is a great person, very warm, extremely professional and courteous. Everything was clearly explained to us, laid out and completed within a few weeks. We highly recommend Steven and his crew for any Trust/Will matters you might have!
I was referred to Steven F. Schroeder by my financial advisor to do my estate planning. He and his staff are outstanding. Mr. Schroeder is attentive, honest, knowledgeable, and a pleasure to work with. All my questions were answered with clarity. The process was speedy, thorough, and of high quality. I have great peace of mind now. I recommend this law office highly!
Steven F. Schroeder is an experienced lawyer that cares about his clients, is very attentive, and very professional. He and his staff, especially Jamie, made the process go smoothly and efficiently. Extremely thankful for all the work Steven did for us on estate planning while keeping in mind up-to-date tax law considerations.
Steven Schroeder and his staff are professional, knowledgeable and courteous. They took the utmost care in making sure my Life Partner's wishes were expressed in his trust exactly how he instructed. Mr. Schroeder knew how to best approach any concerns. We highly recommend Steven Schroeder to anyone looking to complete their trust and estate planning.
Steve & his team are great. I've worked with them since the inception of my business in 2015 and they always help me get my taxes done correctly and on time. Steve is knowledgeable and responsive, and Jamie & Tiffany are always on hand to help out with quick questions if for some reason Steve is unavailable. Highly recommend.
Steve and his team are absolutely awesome!! We have a small business and they have been taking good care of all our corporate and personal taxes over the years. Steve is very knowledgeable and honest. His friendly staff are also wonderful people and together they help to make this a super efficient and professional team. They are quite responsive to our phone calls and emails during the stressful tax seasons. We highly recommend Steve and his team!!
Steve is kind, knowledgeable, and diligent. He has worked with my family for over 15 years and recently helped with setting up a professional corporation. He and his office have been a pleasure to work and easy to talk to, whether it's answering a few questions over email or sitting down to have an in-depth meeting. We are appreciative of Steve's guidance and expertise.
After just losing my husband, I was preparing to file for 2022 when my CPA said he wasn't comfortable deciding how to file or how to handle this situation due to a possible trust contest. He asked me to consult with a tax attorney before he could file anything. Steven was extremely and helpful in guiding me through a complicated tax concern that my CPA was not comfortable handling without the advice of a tax attorney. I am so grateful for Steven's patience in discussing my situation and his guidance in n
We found Steven Schroeder through Google, and the stellar reviews were definitely accurate! We contacted his office through their website and received a speedy email response from Steve within hours! I was seeking employment & tax advice, and he was incredibly insightful, thorough, and provided options/scenarios to consider. Steve and his team are professional and extremely knowledgeable, and we highly recommend!
I've been a client of Steve's office for many years. As an attorney, who doesn't practice tax law or accounting, I absolutely depend on Steve's advice and his office's work on a regular basis. It's very important that I have someone I can trust with my business and my family's future. I trust Steve. As a result of Steve's advice, I have had my most financially successful years as an attorney. I highly recommend Steve's office for tax, trust, accounting and estate planning advice. You won't find anyone bette
We have been a client of Mr. Steve Schroeder for many many years, and we really like their service. Steve and his staff are excellent, from Katie, our bookkeeper to Jamie, the front desk person. We always feel that it is always the staff who can make or break the company. Above all, they will provide you with exceptional high quality service.....
Our Experience with Steven Schroeder, was very good. He was very nice and very professional. We will work with him again for sure.
Steve was very friendly and helpful in helping me to do my trust. He is very knowledgeable and explained everything that we needed to know. Steve is also very good in answering questions. I kept changing my mind, but he had no problems with it. He made the process so easy for us. His staff is also very friendly and professional.
I highly recommend Steven F. Schroeder to be your attorney. I had the privilege of having Steven as my family estate planning attorney for many years. Steven and his staff are professional, courteous, and very responsive. He was friendly and gracious, knowledgeable, and experienced.
The Law offices of Steven Schroeder has been our Tax Attorney group and completed our business/corporate and personal taxes for over 20 years now. I have never worked with a group that has taken as much time and personal effort to help us with issues as they come up on our business. Steve has personally helped me in several matters, going above and beyond. I met Steve over 20 years ago, when we were having some desperate tax problems, he was the 3rd attorney I hired, the other two dragged their feet and
Steven has been working on my estate documents for nearly 20 years, and I have always been extremely pleased with the outcome. Steven and his office staff are knowledgeable, personable, efficient, down-to-earth, and very kind both when the documents were created and anytime changes needed to be made. I highly recommend the Law Offices of Steen F. Schroeder.
Steve is approachable, kind, thoughtful, and very knowledgeable -- everything you could want in an accountant! I've really enjoyed working with him so far and look forward to a great working relationship. A good accountant with lots of knowledge is priceless!
The Law Offices of Steven F. Schroeder were extremely helpful and professional helping us with our Living Trust and Will. Steven walked us through the entire process and answered all our questions, making us feel at ease about finally getting this done since we put if off for many years. I would recommend The Law Offices of Steven F. Schroeder to anyone that needs these services. Thank you for all our help, we feel so much better knowing our children don?t have to worry about figuring this all out.
It was a delight to work with Steven. My husband and I were very pleased with his extensive knowledge. He was kind, friendly, efficient and thorough. He provided insightful answers to our questions and clear description of issues related to family planning and taxation. We strongly recommend him, one of the best attorneys you can find.
Steve Schroder and his staff were personable, caring and knowledgeable. They went the "extra mile" to help us out and were very generous with their time. Steve was thorough and knowledgeable. We felt we could trust him completely. I recommended him to my friends and family.
Writing a will, trust and medical directive -- estate planning in general, is overwhelming and expensive. We made several inquiries with other firms but, kept putting it off. Once we connected with Steve's office, everything fell into place! We found the flat-fee option extremely reasonable and we were surprised how accessible Steve was to us and his staff is so helpful and kind! They made the process of getting our documents in order a positive one. We now have that weight off our shoulders and peace-of-mi
Mr. Schroeder is not only knowledgeable but brings realistic solutions to the table. He sets expectations. I have used him for 3 different family trusts/wills over 20 years. He has a fantastic staff as well!
Our neighbor recommended the Law Office of Steven Schroeder to put together our Will and Trust. Mr. Schroeder answered all our questions in a way that was very easy to understand and made the process extremely easy and thorough. We are extremely happy with Mr. Schroeders services along with his office staff. The McFarlands
If you are ever looking for some one to help you with your estate planning Steven is your person. My husband and I had a bad experience with a different attorney trying to get our estate in order and had to turn to Steven for help. Not only was he responsive, helpful, and professional, he is also extremely knowledgeable. He thinks about and covers absolutely everything, even items that the prior attorney never included in our prior estate planning documents. So happy that how everything turned out!
My husband and I recently updated our trust with Steve. He had drawn up and executed our original trust many years ago. This revision was even easier than the first time around. Steve and his team continue to be professional and knowledgeable and we would definitely recommend him without reservation.
Steven and Jamie have provided excellent and prompt service for our family trust dating back to 2011. Including expert advice for the trust and related tax implications in layman's terms. Additionally, Steven is very personable, we have enjoyed our visits.
Stephen and his assistant Jamie were very professional, trustworthy and helpful with our estate planning. It was a pleasure doing business with them, We will continue to use Stevens services and will recommend his services to our friends and family.
I have been using Steve Schroeder for my personal and corporate taxes for over 20+ years. Steve has saved me thousands of dollars over the years and gotten refunds where I thought I was going to owe for taxes. He is very accurate and precise. I have also used their office for my estate planning and Living Trust. I would highly recommended!
Mr. Schroeder was great with my family planing for estate, end of life care and wills. I am glad that my legal plan had someone this easy to work with. His office made me feel comfortable and he explained everything my wife and I had questions about. I feel confident that we have the right documents in place for the future of our family.
Steven Schroeder has been a trusted and knowledgeable advisor to me and my husband for a number of years, and I appreciate the firm's thorough work and attention to detail. Steve is a professional; a gentleman; and he is a person of integrity whom I respect and think of very highly. I am grateful to be a client of this firm, and I give them my highest recommendation.
Steve and his staff are amazing. What's great about Steve is that he is not a tax preparer, he is a tax strategist. He has helped out my clients and my company for years. He has a vast knowledge in taxes, corporation laws, and estate planning. He also has a way to make complicated concepts/strategies understandable and easy to implement.
As an attorney and accountant, Mr. Schroeder is exceptionally knoledgeable regarding taxes and tax law. His prices are very reasonable and are competitive with other accountants in the area. He is always available if something needs to be discussed. With his experience, knowledge and credentials I would not consider using anyone else in the area. He is Great!
I just finished setting up a trust for my family. Mr. Steven Schroeder is very knowledgeable and his firm makes the process very easy. I would highly recommend his law firm for anyone looking to setup a trust.
I have been seeing Steve Schroeder for over 15 years when I first came to him I needed someone that could assist me with my business and personnel tax issues, Steve and his team took the time to get me straight and repair my tax issues. Steve Schroeder has become not only my tax accountant but more than anything a friend, His staff is more than helpful anytime I need anything.
We have been clients at Steven's office for many years, we receive professional advise and assistance, the living trust we developed is comprehensive, updated, and thorough, the office is a professional setting, comfortable, and accessible for over 20 years. Thanks!
Mr. Schroeder prepared estate documents (trust and will) for us. He and his staff explained everything thoroughly and were very patient with us and requested changes as we worked through the process. I was so impressed with the work that I am asking him to work on a second legal project for us.
Recententy, I contacted tax CPA's and tax attorney's to hire for help with a common sell of property tax form. Not one professional was informed of the form type. I found counselor Schroeder's law office on Google. When I emailed him, he reviewed the tax form and responded with all the answers to my questions. Schroeder is professional to work with and knowledgeable. He assisted me with no cost but I will be gifting his office soon for the much appreciated assistance.
Found Steven Schroeder a number of years ago when we were writing a trust. Since then we have done 2 amendments. He is always very insightful and helpful. He gets things done quickly and thoroughly. A great attorney & office!
My experience with Steven where very professional and excellent. His work was very efficient when resolving my case. I had tried other lawyers and no one help me, but they did the job in one week. He was always very clear and knowledgeable. If you are looking for a lawyer in Administration issues , don't hesitate on contacting him.
Mr. Schroeder and his office support are great. We used them to update a trust from 18 years ago that he set up. Easy to work with and great quality work. We highly recommend him.
I have used Steve for numerous tax filings, trusts and corporation filings for the last 15 years and it's been great. Incredible responsive and has helped me though numerous situations with quality advice and guidance. I would highly recommend Steve and the entire team at the Law Offices of Steven F. Schroeder.
Mr. Schroeder and his staff were very helpful representing me in my personal matters. They brought calmness and peace of mind during a very stressfull time. Would highly recommend him to anyone in need of tax or estate planning advice or representation.
Steven and Jamie helped us set up a special needs trust for our daughter. They were very helpful and great to work with. Our questions were responded to quickly and we highly recommend The law office of Steven Schroeder
Attorney Steve Schroeder and his office administrator Jamie Ray made everything so seamless with setting up our Trust. So happy my coworker referred them to me. They are part of my employer's MetLife Legal Plan. Thank you both!
Steve Schroeder is the best tax attorney and estate planner that I know! He's very ethical...and also has a great sense of humor. I would highly recommend him in a heart beat!
Mr. Schroeder's staff are prompt in answering questions. Mr. Schroeder is very knowledgeable, ready to answer any questions one may have. The document he developed for me is accurate to the last detail. I appreciate his assistance very much and recommend him without hesitation.
Mr. Schroeder is a true professional. Despite his vast knowledge and experience, he treats you as human being and takes the time to answer all of your questions. A great guy and a great firm!
We decided it was time to set up a will and trust. We were able to get an appointment and get down to business quickly. Steve was friendly and explained things in terms that were easy to understand. I was amazed at how easy the process was start to finish and regret procrastinating on this for so long. We
What a great team! The staff is personable, genuine, and professional. You immediately know you?re in good hands. It?s vital to feel you can trust your lawyer especially with such important documents like a trust and will. They were responsive and efficient throughout the whole process and it was very appreciated.
Steven and his entire staff have been excellent for taxes, budgeting, and financial planning. Extremely helpful and responsive to questions and help over the years. I would give the highest recommendation possible. Best financial move we ever made.
Steven and his staff are a joy to work with. From Estate Planning to Taxes, if you want it done right and on time? this is the place.
Steve is always easy to talk to about all our plans and estate plans. I highly recommend using him for all your trust needs. Pam Walters
Steve Schroeder and his team (Jamie, Tiffany and the rest of the team are AMAZING. We are very happy with them for the last 7 years They provide very specialized service for all tax needs for personal and incorporation, Their response is very timely and helpful. Steve is very knowledgeable and ethical . We feel we are in great hands. I would recommend it to anyone who is looking for a quality service and its all worth it when you see the results. Their service is very professional and courteous as they und
Steven is very knowledgeable and gave me a great level of comfort that my trust, will, and other vital documents were created properly. I have already been telling others to go to him????
I highly recommend the law office of Steven F. Schroeder! Everyone I interacted with was friendly and always willing to answer my questions. Steven made sure I understood everything that was discussed and was so patient throughout the entire process.
We have relied on Mr. Schroeder's sage advice for over 12 years! He and his professional staff have always provided successful, excellent and timely service!
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.