*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.*
26878 Cherry Hills Blvd
Sun City, California 92586
I didn't know this place was here. Well praise the Lord this place exists. They do a long list of things. I came for notary at a good price not like other places that like to over charge for stuff. Ema helped me out and she was super nice and very helpful and knowledgeable of her work. She mentioned that they do it all, notary, registration, wills , trust and many more. With the customer service I received I am definitely coming back for more business and recommending every one to go for their office needs.
I take all my business needs to TLC, they do excellent work, professional, knowledgeable and very pleasant to do business with.??
Emma was super helpful with our Notary services. My documents were unorganized which isn't my style but sometimes life happens! She assisted us right away, was very efficient and pricing was reasonable! Loved the home feeling of the office as well. Thanks!
Outstanding service! Whether you need notary public, live scan or DMV transaction, this is the place to go. The staff is very helpful and knowledgeable. I would highly recommend them to anyone. Superlative service! Thank you, ladies, for all your help, it is greatly appreciated.
I had a wonderful experience with Emma, she's a very talented and smart individual. She helped me with my registration and notary services. I recommend her to all my colleagues and family/friends! Thanks again TLC documents!
I was needing a notary fast and was exceptionally well taken care of as a walk in! Very friendly and congenial. 10 out of 10 would use again!
TLC Documents was very helpful and pleasant. They were very knowledgeable and respectful. I will definitely go back for there for other services.
Very helpful. She was able to help me notarize my paperwork and complete what I didn't have done.
Very friendly and professional.
Great experience Emma amazing person very helpful very professional thank you again ??
Emma & staff were prompt, friendly & very informative
She was not wearing a mask and she coughed as I left.
Wonderful and speedy service. Highly recommend!
Friendly, and always quick with wish pick-ups.
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.