*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.*
860 Hillview Ct #300
Milpitas, California 95035
Thuy recently helped me to purchase a single family property with an attached ADU. I am so fortunate to meet Thuy, without her, I won't be able to identify this home ownership opportunity. I told Thuy that she's sent from God; she's my angel. Ever since day one we worked together, I found that she's extremely professional, friendly, knowledgeable, and easy to work with. She has all her ways to find business opportunities; that's why she found my property. She's also very good at negotiating with the li
Our experience with Thuy Tran was truly exceptional from start to finish. When we first decided to sell our home, she took the time to thoroughly prepare it for listing by cleaning, decluttering, and staging it to perfection. Thuy is an excellent listener who incorporated our suggestions on showcasing our home's unique features and character. Her marketing was aggressive yet highly strategic. Thuy utilized innovative techniques to create a targeted campaign that generated tremendous interest in our propert
Unprofessional and Pushy Experience I recently received an unsolicited call from Thuy Tran and found the experience to be highly unprofessional. Despite repeatedly telling her that I was not interested and that she was wasting her time, she continued to push the conversation unnecessarily. I remained polite and did not want to hang up out of courtesy, but after several attempts to move on, she abruptly hung up on me instead. Additionally, she called me on a Sunday at noon, which I found to be an inappropri
Exceptional Service from Thuy Tran, I recently had the pleasure of working with Thuy Tran and cannot speak highly enough of the exceptional service I received. From start to finish, she exceeded my expectations in every aspect of the home buying process. Thuy Tran demonstrated an unparalleled knowledge of the market, providing valuable insights and guidance that helped me make informed decisions. She was always available to answer any questions or address any concerns I had, demonstrating excellent communi
I have the pleasure in working with Thuy Tran now for several years on the real estate side. She is extremely knowledgeable, Proactive, A listener, And provides her clients with top shelf service plus different strategies for you to win your deal! You will be in great hands with Thuy on your side
We recently had the pleasure of working with Thuy Tran as our realtor, and her assistance exceeded our expectations in every aspect. Thuy's dedication was evident from the start as she patiently showed us various homes within our budget, helping us narrow down our options. She was able to guide us to figure out as to what we are looking for as first time home buyers. Thuy's expertise truly shone during negotiations, where she secured a fantastic deal with the sellers. There were some unexpected challenges
Thuy is an very outstanding realtor. She is very knowledgeable and savvy about the current real estate market, responsive, friendly and easy to work with. She doesn't push you to buy a house as quickly as possible, instead she wants you to find the right one. In addition, Thuy is very good at negotiating price with sellers, she got us huge discount on the house we wanted. Furthermore, Thuy has a very special way of helping clients to find investment properties and she would teach you how to be a gre
I had an extraordinary experience working with Thuy Tran. Her knowledge of the San Jose real estate market was exceptional, and her communication throughout the entire process was top-notch. She helped me sold an investment house for the price way over my expectations, she made the process smooth and stress free. I highly recommend Thuy Tran to anyone looking for a reliable and dedicated realtor.
Working with Thuy Tran was a pleasure! Her market knowledge and positive energy made the process smooth and enjoyable.
From the very start of our selling process Thuy gave me the assurance and plugged me with her confidence that she would be able to sell our home in 2 week time. And true to her word, after 2 weeks on the market, our Milpitas realtor Thuy N Tran sold our house! It was sold surprisingly more than what we expected, for waaayy more than what we asked for and for more than what some houses were sold for on the same week in my Milpitas neighborhood ! Also, Thuy got our back because she also provided us a backup b
Her past experience as a CPA was an added bonus to have her as our realtor when exploring the options on how to go about potentially selling a property before purchasing our forever home. We wanted to make sure we were making the best decision financially. I love that she has a process in place to give us mental clarity and guidance every step of the way. With her expertise, she was able to help us explore options we didn't even think about and that actually turned out to be the best route for us. I wou
Thuy was an outstanding realtor. Thuy was so professional and very efficient at her job throughout the home consulting process. Thuy was client-oriented, attentive to my needs and setting a right strategy. Ultimately, she was able to help get my house on the market, sold, and closely swiftly. Thuy should be your #1 choice when it comes to home buying/selling need. I highly recommend her if you're in the market looking for a trustworthy agent!
If you are in the market for a Real Estate Agent, I would highly recommend Thuy Tran. My experience with Thuy has been nothing but exceptional. When I first met with Thuy, she spent over two hours with me going over and explaining the sales process as well as providing an impressive portfolio/presentation that had all the details of our meeting. Thuy is a great communicator and will has responded to my texts, emails and voicemails in a timely manner. Thuy goes above and beyond for her clients and always
Who knew answering a cold-call would be so serendipitous? When selling my first home I chose Thuy Tran as my realtor. I interviewed three groups of realtors (I wanted to do my due diligence), and chose Thuy over others, even some with decades of experience. Why? I found Thuy to be kind, informative, thorough, patient, and authentic. She understood the housing market, the marketing required, and had a good feel for the housing comps in my area. It was clear she did her due diligence, as well. Moreover, my h
Going through the process of buying your first home is scary and overwhelming, but we got lucky to get connected with Thuy Tran. On day one, she provided guidance and support along with setting proper expectations on how the process would work. She's been through our ups and downs of house buying and has remained positive through out the process and kept believing that we would find the home that was meant for us. She was honest around her opinions on houses and what she thought would be best for us based
Although my fianc?e and I didn't settle on a home, Thuy was amazing in the whole process. She gave of her time, educated us on the buying process and homes we were interested in, and she is so personable. She didn't mind answering many of our questions you can tell she truly had our best interest at heart. I would definitely recommend her to anyone and everyone who has their eyes set on a home!
have known Thuy for a couple of years now. When I first moved to bay area I was introduced to her through a family friend. I instantly liked her. She is very friendly and always has a welcoming attitude. She quickly helped get my feet wet with the home buying process. First, she sat me down with a loan agent and helped me understand the financial aspects of home buying. For someone new to bay area, I thought this was a really crucial first step because bay area is like no other housing market. Then, she st
I bought a new home with Thuy, and she helped me buy the home on the first bid with a reasonable price. She provided very professional and valuable guidance on house touring. Nice working with Thuy!
Thuy is one of the finest realtor that we had the pleasure to work with. She is very professional and always thinking of her customers in all of her actions. She is knowledgable about the greater San Jose area and always provided us with her unbiased opinion about the properties and the areas. Even in the toughest markets for buyers in the San Jose area, she was never pushed us to go out of our comfort zone. We ended up having a place that we truly love!
My boyfriend and I recently worked with Thuy to buy our first home. Going through the buying process for the first time in the super competitive Bay Area market was quite stressful, but Thuy helped ensure that we knew what to expect and answered our numerous questions. Before we even met with her, she sent us her great Home Buyer Guidebook which had a lot of useful information. We also worked with her colleague Punam Navalgund and it was great to have so much excellent support. When it was time to make an
Thuy just helped us sell our condo in San Jose. She is very responsible, knowledgeable and friendly. She did much more than we expected. For example, intro video for our condo, finding inspectors for us. She took care of almost everything for us. If you want to sell you house at Bay Area, Milpitas, I think she is one of the best realtors you can get. I am happy to have her as my listing agent. I will certainly come to her next time.
Great experience working with Thuy. She's easy to work with and responsive, we were able to find a home within a month and close within another month. She's knowledgeable about the current housing market and provided good advice and to set realistic expectations so our time is not wasted on homes that are outside of our budget
We received our keys yesterday and we are thrilled and excited. Thank you Thuy & Punam for all your support, guidance and for going above and beyond! We are so happy, blessed and grateful for your role in helping us achieve this dream! We appreciate your long hours, thoughtfulness and commitment that helped us become homeowners. ?? ?? Thank you!!!!!
Thuy is great with her professional knowledge and willing to share and help out. Really appreciate it. I looking for property management.
Thuy was very helpful in arranging all the details in preparing and selling our house, including the staging. The house sold 220k above list price.
My husband and I very thanks Thuy Tran helped we sold San Jose condo. She worked hard and responsible. We recommend.
Very knowledgeable and helpful. Thank you!
Trust Thuy, you can make your Dream Home come true!
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.