*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.*
2433 Impala Dr
Carlsbad, California 92010
Recommended to them by a friend and was impressed at the great customer service and how far above and beyond they went to earn and keep my business. Thunder made transitioning a breeze. Every guarantee was kept, every promise was honored. 10 out of 10.
Hooked up with thunder founding recently, Communication wise, I like it so much, David G respond my calls every single time even though he can't ,he always text me back and called me afterwards, I think it's very important to always have somebody Responsive In our field. The rest of the team was good too, App is friendly. So far so good, I will come back with another review a bit later, Truly believe the next review will be better than this! Safe travels
The Thunder Funding Team has been awesome. I've had a great experience, factoring has been easy, invoices simple and deposits always on time. I have no complaints. Highly recommend!
I started my trucking company in January 2025, and while searching for a factoring company, I came across Thunder Funding. From the start, they made me feel like more than just a customer?they treated me like family. They were always transparent, answered all my questions, and provided exceptional support. Scott Napolitano, in particular, has been a tremendous help in crucial situations, always picking up on the first ring or returning my calls right away. If you're looking for a reliable factoring company,
Thunder Funding has been amazing for factoring! They made switching from our previous factoring company effortless and fast. Their app makes credit checks and submitting documents incredibly easy. We are happy to be in good hands with Thunder Funding. David was wonderful from start to finish of our onboarding process. Highly recommended!
I cannot say enough good things about my experience with Thunder Funding, thanks to David G. As a salesperson, he went above and beyond to ensure I had all the support I needed. His professionalism, attention to detail, and genuine willingness to help stood out from the very beginning. David was patient, thorough, and incredibly knowledgeable, guiding me through the entire process and addressing all my concerns. He made what could have been a stressful experience seamless and efficient. It's rare to find s
I love Thunder Funding. No recourse, no contract, easily understandable terms, great personal service, and I get my money quickly. Everyone I have dealt with has been kind and efficient. Gee is awesome! I really feel like I made a good choice going with Thunder Funding! I'm just a one truck owner operator, but they treat me like a queen. Yes, I made the right choice! Oh, I love the App, too.
We are very pleased with the quality of service and support provided. Special thanks to Ryan Sieloff for his professionalism and dedication throughout the process. His assistance was instrumental in helping us reach favorable terms, and we truly appreciate his responsiveness and attention to our needs. We look forward to a continued and successful partnership.
Great company I love working with them. Scott is the best. I mean the absolutely best he worked with me from the very beginning Monica as well just great overall I appreciate everything you guys have done for me every time I give them a call they always quick responsive. they help me with absolutely every need that I've ever needed from the very beginning and it was super easy from the and remains easy
Thunder funding has been excellent and professional to work with. Scott is first class and has walked me thru each step personally. Monica has also been extremely helpful and always available if I have a question. I highly recommend Thunder funding if you are looking for a factoring company.
I am a new owner trying to be as profitable as possible. When David Gutierrez called about factoring i was skeptical. It seemed like everyone was just trying to make a buck out of me. He has helped me every step of the way, at times answering questions that have nothing to do with factoring. Anything I needed he has pointed me the right direction. I was skeptical at first, but now words cannot describe what he has done for me and my evolution as a new transportation company owner. I cannot put a price, I
Hello I like Thunder funding they give you your funds right away and the process is pretty easy. Also, I recommend Roland Hernandez. He's very helpful with communication and always returns your calls he's very good at assisting you for your needs if you go through thunder funding, ask for Roland Hernandez he's very helpful
David Guitirez is a amazing guy i was trying to leave thunder Funding because they offer me something better but David talked to me and gave a better service I am happy to be back whi thunder Funding I recommend to anyone this company you need more people like David Guitirez working for this company he's understanding and has listening to our needs thanks again ?? ?? ??
David Gutierrez is very professional knowledgeable and diligent. He provided exceptional service and is always available to answer questions and help. Thank you
We have been so impressed with every person we have dealt with at Thunder Funding. Being a new Owner Operator comes with a lot of questions, so it was important we had a team on the other end who would explain things and help point us in the right direction. Roland was our first point of contact, he was a great communicator and never missed a beat. Unlike most companies today, Thunder clearly focuses on customer service and it shows. Their team is genuine, they offer a good product and desire that the c
Thunder Funding has once again come through for us!! Our agent Afton has been a blessing to our company and we could not ask for anyone better. The entire staff at Thunder Funding is amazing and their customer service is unmatched. They work so well with us and they make our funding so easy and the process so smooth. Keep up the good work Thunder Funding! We could not run our business without you!
Recently started using Thunder Funding for factoring, A great service for owner /Ops and new companies, a couple small hiccups in the beginning but quickly resolved by this great team of pros. A huge shout out to Josh and his professional skills, as well as Molly with her expertise. When I started this process I wanted to partner with the best in the business and think I've done exactly that. Thanks Gator Ace Transportation
I have been very please with Thunder Funding, their services are great the app is very easy to use and convenient and David Gutierrez has been helping me and guiding me through the process. He went above and beyond and I'm very grateful. I recommend this Factory company for your trucking business.
Thunder Funding is very professional and helpful in any way possible. They are quick to respond and the pay service is usually next day. They have been a valuable asset to our company. Keep up the good work!!!
Daniel Scott, is a great man he has the best customer service and Always there when you need him so bless that thunder funding has a great worker like him thank you so much Daniel.
I have been in the industry for over 5 years. And had experience with a few factoring companies. I have to say that Thunder Funding is ahead of their competition. Very competitive rates and easy to use dashboard. I can check credit quickly and load everything digitally, saving me time and headaches. I do recommend this guys. Reach out to Scot Napolitano, he was very good at explaining all of the details.
Roland has been extremely excellent. He has helped me since the beginning of my journey and I consider him a part of my family and trucking company. If there's anything he ever needs I will definitely do everything in my power to help him. Just like he has helped me and my company grow. He is knowledgeable and very professional and handles everything in a timely manner. From the bottom of my heart I thank him. Thank you Roland!!!
Afton at thunder funding has been a huge help with everything I needed since I started my factoring with thundering! If you need a very nice, experienced and get the job done, give a call and speak to Afton. I highly recommend her service!!
Hands Down!! This is the Best Factoring Company in the Business... From Sales and since day one with Scott K he's the best!! Customer Service is also hands down the Best in the Business with polite and helpful staff no matter who answers the phone. But then there is your Account Manger who you work with when you need to discuss or talk about your business and funding. Account Manager Caitlin R. Is the Best in the Business and I'll say it again. Caitlin you're tge Best and we Thank You very much for all yo
The people at Thunder Funding are incredible. As a new owner operator I was nervous about making costly mistakes during the invoicing process, but Madea kept it smooth and simple. So I'm more than satisfied with my decision. The only reason I didn't give Thunder 5 stars are some of the fees attached to the ACH transfers along with the intro factoring fee is already more expensive than some of their competitors. Overall I still recommend Thunder Funding.
I recently had an issue with Thunder Funding but they followed up with me and talked me through everything that happened went above and beyond to make sure my company was a priority. Their team Jackie, Daniel and Amanda are awesome. Thank you Thunder Funding for reassuring my faith in your company.
I want to take a moment to express my gratitude to David G. for his incredible support in helping me with my startup trucking business. He went above and beyond to help me with my factoring and advice for my business. From the start, David was incredibly approachable and patient, answering all my questions and providing valuable insights. His dedication and professionalism made a significant difference, and I felt truly supported throughout the process. I highly recommend David to anyone in need of assista
I never leave reviews but Madea at Thunder Funding really helped me.RTS was trying to hold me under their UCCS. Madea finally made it happened after several attempts . Every Obstacle she offered a solution, Very professional and was even answering my calls under the weather sick from home.The other companies didn't got the extra mile and fight for me so instead they just denied me. Thank you Madea this is Josh from GB LLC . My factoring is also cheaper with Thunder so they deserve 5 stars. If you're reading
Thunder funding you guys should be lucky to have such a wonderful employee such as Madea working for you, she has gone up & above her call of duties to help me & my business out with constant support & communication every step of the way. I'm so thankful to have her working with me. Thunder funding just know she's the real reason I didn't go with OTR or RT, so please to whom ever over sees this review please note Madea deserves a management position within your company. Job well done you are appreciated.
Signing up for factoring with Thunder has been a great thing for my company. I'd like to personally thank Madea Duclersaint as she took days and lots of time to be sure that we were set up correctly and had all important information. She made sure to keep me in the know from start to finish. With that said I am now apart of the Thunder Family!!! THANKS AGAIN MADEA YOU ARE SO GREAT AT WHAT YOU DO AND THE ENTIRE TEAM!! BLESSINGS FAMILY!!!!
When I first started as an owner operator I had no idea where to start and how to get paid and if a broker pays me in 30 days how can I cover my cost till then, Well Thunder Funding came to the rescue, I signed up with them in 2018 sent them an Invoice and got paid the next day, now I have a small Fleet and am still with Thunder Funding and love what they are offering, From Advance in like less than 5 mints, to Rush to get your money in mints and the great customer service and nice agents talking to and sol
I'm just getting my trucking business started, which comes with so many stressors, but I can say that Thunder Funding has made the load pay process stress free. From the first day getting setup with Art, I have been extremely pleased with the tools the company has provided for me to succeed. Art has been there every step of the way for me. The other individuals I have spoken to over at Thunder, have all been very nice, helpful and patient with me and all of my silly questions. This factoring company has ful
My experience with Thunder Funding has been Awesome Afton Davis and the team are always a phone call away ready to assist me With any issues Or questions that I may have concerning factoring .I would highly recommend Thunder funding as your factoring company thanks for everything guys.
Thunder funding is the worst to work with. I've personally have tried to communicate with them about my issue and they yet do anything to help solve it, so I want people to know about this company before they get into contact with them. I have had this issue with this company for about 1 year. I made a couple of loads for them and when they sent my check it turned out someone else cashed it out. I tried communicating with the company to try to work this out and get my money back, however the company does no
My rep david has been exceptional throughout the process of onboarding as well as aiding in processing my first funding . He's made himself available at all times for any questions and has provided quality service . The communication from David and thinder funding is how business should be done . I thank david and the team at thunder funding for making my business important.
My experience with Mr Roland has been amazing he has help me tremendously in getting my account set up and patiently waited for me to get all of my documents in order very nice and respectful definitely the best I have dealt with so far ! Thank you Mr Roland !
Thunder funding is a great factoring company. My experience has been great overall. I love the fact that they complete credit checks and provide you with a login to their company website to check as well. They also offer fuel advances which is very convenient for me as a business owner. Monique in the credit department is awesome. She's very knowledgeable and polite. When I call she helps me every time. I would definitely recommend thunder funding as your factoring company.
Once I spoke to Miss Afton I already knew I was going to become a member. That's just the energy that she possesses. There is no way to go but with Thunder. I definitely can appreciate the support from the entire team anytime I have a question. They truly make you feel like family at Thunder Funding! And most of all, Afton your are totally amazing, she has been totally supportive and awesome to work with! Anything you need they are always there to assist!
I worked with Roland who is SUPER helpful. He definitely made app easy to understand, and I had no problem with funding. I would recommend Thunder Funding to everyone.
Roland is so patient and helpful with all of my questions and has helped me even submit my first invoice. Thunder Funding has a TRUE asset with Roland Hernandez. I am so glad I went with Thunder Funding. Thank you Roland and Thank you Thunder Funding team.
David is sooooo wonderful. The setup was easy and I got paid right away. No start up cost just got right to it. I recommend everyone to use Thunderfunding. Trust me you won't regret it. I'm so glad to be part of the team or should I say family because that's just how they treat you!
Thunder Funding is a great factoring company. They work very quickly and efficiently to get you taken care of. Our rep Josh is the absolute best and his customer service is first class. Thank you Thunder Funding for all that you do
I've had some of the best experiences with team Thunder Funding. The staff is great and very patient during all my calls. We all make mistakes but they do everything in their power to correct/assist once it's brought to their attention. Monique Leon is the one that stands out the most because she's always pleasant and kind when I call. She is very knowledgeable about any question(s) I ask no matter what it is. I would refer anyone to them.
My experience with Thunder Funding has been amazing thanks to Josh Viera! He is patient, very professional, and his experience as a driver gives him the edge to get the job done. If you need a great factoring company. I suggest you get over here and give Josh a call right away! Thanks so much Josh for all your help and support. Looking forward to a very productive business relationship!
My guy David Gutierrez has great communication, very dependable, and guaranteed to be successful with him on your team
The best factoring company. Still new but David made it so easy for us. Thank you
Vanessa is a ROCKSTAR!!!!!! She is very professional, prompt, attentive. She cares about her clients and their business. I love that she is my rep. Also, Thunder Funding is a good factoring company, I have no complaints thus far
Thunder funding is a great company to work with hands down?. They take great care of everything you need with your funding everything is quick and easy. I want to thank my representative Josh Viera for the help that he's always provided he's an awesome guy nothing but pure intentions.
HIGHLY RECOMMEND! I've had a lot of bad experience over the years with other factoring companies, but I have to say this has been the most seamless its ever been for my company. Thank you to our rep. Chris Harville from our team at Black Swans Freight...
Art has an unbelievable outstanding customer service heart. The amount of factories that have contacted me in the past several months is ridiculous but just for Art's great customer service I decided to go with Thunder Funding. He's just amazing , professional, incredibly helpful and super easy to work with. This company is so lucky to have him.
I have been with Thunder Funding since I start my business, they have been a pleasure to work with. Anytime I have had questions about funding they had the right answer for me, as we all know it is hard to find a organization that is not about itself. I truly believe that Thunder Funding wants to have a reputation that they care about their customers. I would like to give a shout out to Larry, Vanessa, Wendy, and Moniqe, keep up the good work you guys are the faces of the organization. THANKS ??
Thunder funding is so hard to communicate with. U did a few loads for them and when. U wanted to cash in mu check my bank told me it was already cashed out and i tried to talk to Thunder funding to get my money back but they dont want to. They keep ignoring my request for my money back.
Thunder Funding is the best factoring company. Thunder Funding has made everything run smoothly for our company and for the drivers I dispatch. Monique Leon in the Credit Analyst Department is the best!!! She always listens to our concerns and strives to resolves any issues in the most possible and attentive way. If you are requesting a credit check, be sure to ask for Monique Leon! My favorite rep, although I sometimes call about 8 times in a day, she never fails to disappoint me, and resolves my issues i
Very good experience great company good customer service For starters, they are wonderful people. In today's age it is hard to find great customer service especially over the phone, but they make it very easy to talk to. Very thorough in explaining everything and on top of that extremely helpful, especially if you are just starting out. I would recommend them to everyone my Help for For starters, they are wonderful people. In today's age it is hard to find great customer service especially over the phone, b
Thunder Funding is the BEST! From the very first call, Ms. Gee was amazing. She guided me through the process step by step, called periodically to check in and provided me with additional resources as well. If anyone needs a factoring company, Thunder Funding is it!
Thunder Fundaing as a whole, is a great company to do business. The experience goes off the charts with Madea representing the company and being our point of contact. Our experience with Madea has been amazing. She is the consummate professional at all times, very personable and supremely knowledgeable about the company's services and every aspect of making the whole process from start to payment simple and painless. There aren't enough words to describe her or the way she does her job. The only way to find
Our account Rep Afton went above and beyond to help us get set up and gave us the terms and conditions that fits and helps our company. Could not have done it without her. It has been a pleasant experience so far. Keep up the great work Thunder Funding!
Thunder Funding is the ABSOLUTE BEST factoring company, hands down! You will NOT find a better partner for your business - and YES! I did say PARTNER. They are more than just a factoring company; they are people that truly care about the success of your business and will equip you with the tools that you need to make wise, profitable decisions and help keep you and your business away from all of the foolery that's out their in the freight hauling business. More importantly, they will get you paid FAST and k
Madea is awesome! Tell her Ryan at 2A Expedite sent you. Great people, very helpful, and any issues have been resolved rather quickly. Plenty of factoring companies out there, but Thunder comes highly recommended! Great rates, several options, and it's rather easy to get your payments processed. I feel like they genuinely care, and they don't make you feel like you're just another number.
Thunder Funding is everything you want in a factoring company! You will get a fast response when needing anything! Every piece of their business is straight forward and communication is very clear. Would recommend Thunder Funding to any and everyone needing factoring. Would give this company 10 stars if possible! This is definitely a top notch company. Special thank you to Afton and all of the Thunder Funding staff!
This company is absolutely AMAZING!! We feel like a part of their family every time I interact with them. However, Art Johnson in particular is what sealed the deal for us. I shopped multiple companies and was close to choosing another. The reason why I did not was the family feel, no pushy, outgoing, friendly approach Art extended. Thank you for everything Thunder Funding and know you have an amazing asset which is Art!!!!!
Well what can I say?. It has been an absolute pleasure working with Gee and Thunder Funding.Gee has explained everything in great detail to me to make this experience off billing run so smoothly. She has been terrific in every category and is so welcoming to work with Thunder Funding I am looking forward to a great future with Gee and the team at Thunder Funding
Before calling Thunder Funding I prayed and asked God to send me to the right factoring company considering I'm new and business and I'm learning as I go. I actually called a few companies before calling. Immediately when I called Thunder Funding I knew I was in the right place. I briefly explained to David Parks what I was looking for and what all I needed in return from a funding company. He effortlessly explained what I would be offered, how easy it was to sign up, and all that he would do to help me. I
Chris and Vanessa has been really helpful, knowledgeable and patient towards me and my business since i am just starting out. if you are just starting out with your transporting business, these are the people to contact. they will be by your side every step of the way with you, through good times and bad. I don't know what i would of done if i didn't have them by my side. i learned so much from them. i am really happy to have them on the team.
I've been using Thunder Funding for about 2 years now for factoring my loads and getting the best savings with my fuel card. Miss Afton is one of the reps I correspond with most and she is always readily available, super polite and goes above and beyond. If you're a trucker and need services like this, I wouldn't hesitate joining their network!
I love it. Well Really I love Afton she's the the rep that signed me up, was patient while I was trying to get my second truck together(long story) and walked me through the process always there to communicate which the most important thing in any situation. I also think it's great they only do 90 days contracts. A lot of factoring companies try to hold you hostage. Not Thunder Funding. Plus I here a lot of people complain about reserves and getting money held up. With Thunder Funding you don't have to worr
Thunder Funding is great to do business with. When you call in with a question or needing help there is always someone available to help in a polite and professional manner. They make you feel valued as an individual as well as from a business aspect. They make sure all of your questions are answered before the call is completed. Thank you Thunder Funding!
Recently I had a not so ok experience with one of the reps at Thunder Funding. Comes to find out it was just a misunderstanding. As soon as the company heard I was having an issue they immediately gave me call to remedy the situation. I can safely say this is a company that is not just looking to sign you up to make money off of you. This is a company that wants to make sure all of your concerns and questions are handled immediately. You are not just a signup you are one of them. When you think of factoring
So happy that our company uses Thunder Funding. 5 stars are not enough to rate this company. Ms Afton Davis is amazing to work with she is alway willing to help and solve any issues. Also I have had to work with other staff members of their team any of them are all really nice to work with as well.When its about money you do not want any drama involved and that why I like this company because they are great and easy to work with when it comes to money.
great company, good customer service support. would recomend.
My relationship manager Duaniesha is awesome! She's responsive, prompt and knowledgeable. When I submit things that may be missing something, etc she does not hesitate to give me call to get it resolved quickly. I was thinking about leaving Thunder Funding but since dealing with Duaniesha I've decided to stay because she's providing the kind of customer service I expect. Keep up the great job!
From start to finish, their team went above and beyond to meet my needs and ensure everything was done to the highest standards and special thanks to David who walked me through everything.
We've been with thunder funding for a couple of year now. They have simply been the best as far as customer service. They also look to do the best at providing a service that works for you and your company! I'd recommend them to any new or already established trucking company. Molly Connelly is great Evan Gaspari Is amazing Not sure if Ester Reyes is still there but she was amazing also!! Really good team of individuals!
I have to give a Huge Thanks to Afton with Thunder Funding. We are a new up and coming Transportation Company and she made everything run smoothly (even though it was a ROCKY ROCKY ROAD). The dedication, knowledge and patience she gave, set our minds at ease. We never had to wait days or hours for a call back or response if we had questions. The experience made us feel human. Thank you and we will continue to do business with Thunder Funding.
So I recently started my own logistics business and when I tell you Josh viera and the thunder team has been nothing less then great to me. Josh and his team called and checked up on me often to the point I believe we're family ?????? but seriously if your looking for professionalism and ppl who cares about the success of your business I advise you to choose thunder funding. Thanks for reading be blessed and much success to you. 10?? review this way
Roland Hermandez was extremely knowledgeable & patient, he also took the times to teach me about the conpany, he also helped me with the paperwork and my first 2 invoices. Thank you Roland and I am extremely happy to be part of Thunder funding family.
Art my representative is awesome! Always there when I need him and has great resources for me as well when it comes to my business needs. He has shared with me resources for getting loads and getting paid quickly. From fuel cards to funding and getting linked with brokers. I would recommend his services to any and everyone that is in need of a great Factoring company, Fuel cards and more loads.
Thunder Funding is by far the best factoring company out there. I've been doing business with them for years and they've provided Great, Quality service every step of the way. Their staff is Very Friendly and Very Professional. Every service they provide is done in a timely manner. Fuel Advances, Load Payment, Escroll Information and Invoice Status, you name it, they do it and do it well. I get offers from other factoring companies but I just trash them. Thunder Funding does everything they say they will wi
We have Worked with Thunder Funding Since day One We started Moving Freight , we Have had Nothing but the Very Best Customer Service With them and we cannot Thank Thunder enough for going above and beyond to help us , they make factoring easy when a lot of other company?s do not care about there carriers . If you're looking for A factoring company that makes you feel like you're getting the best rates and treatment it is Thunder Funding Hands Down !! Special Thank You To Larry George ! For always taking ext
Thunder Funding is a great factoring company! I highly recommend them. The team is very responsive, and they are always eager to assist me. Thank you again for all your support during this journey.
UPDATE!!!! recieved a call from the manager. Super helpful. This was taken care of quickly. Changing review from 1 stars to 4. THIS REVIEW IS ABOUT AFTON DAVIS!!!. She is a waste of time. My 1st time with this company and all she did was give me the run around. She had me resigning the same documents 3 times. Kept telling me the money is coming. The money is coming... ect. No money almost 1 week later. Ended up getting a new person by chance. Seems to be more knowledgeable and was able to clean up Aftons m
If you are looking for a reliable factoring company Thunder Funding is the place to go. Josh is a wonder to work with. He is very informative and goes hard for his drivers. Highly recommended 10/10
Thunder Funding has been nothing but great to myself and my employees. Deposits were made quick and easy and the staff was very respectful. Not to mention when you leave a message they will call you back at a reasonable time?.. THUNDER FUNDING is a great factoring company.
I am grateful to have Thunder funding as my factoring company. Afton Davis is the sweetest lady there, God bless you. Great service, honest and fast funding. Thanks to Thunder family.
Update: Increasing star rating from 1 star to 3 stars. After the original review, and yet another email notifying payment was now indefinitely withheld until they corrected their errors, Nicole C. personally reached out to us via phone and email and immediately began rectifying their errors including correcting the their credit reporting, reviewing paperwork + payment status, and followed up a few days later to ensure it was finalized correctly with Ansonia. We have agreed to give Thunder Funding one more
I love Thunder Funding! They have absolutely been an excellent help for my business! Special thanks to Art for keeping me inform and has continually stayed on task getting my business factoring process up and running!
We have had a great experience with Thunder Funding. Josh has been extremely helpful and has answered all of our questions during our transition and made sure we were funded quickly.
David G displayed true professionalism from start to finish, I will be recommending all my business associates who are in need of a top notch factoring company to team up with Thunder ?? factoring
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.