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Together CFO – Tax, Accounting & Bookkeeping Experts in Los Angeles

Together CFO – Tax, Accounting & Bookkeeping Experts in Los Angeles

Reviews Summary

The majority of reviews praise the company for exceptional professionalism, expertise in tax planning, and significant financial savings, with many highlighting excellent customer service and clear communication. Several reviewers strongly recommend their services for wealth management and business growth. However, a small minority criticize the customer service as rude and unprofessional, calling it a waste of time. Overall, the consensus is overwhelmingly positive, with most customers highly satisfied.

About This Listing

Bookkeeping
Business Consulting
CFO Services
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Virtual CFO
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Risk Management
Complex Situations

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Business Consulting
CFO Services
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Virtual CFO
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Risk Management
Complex Situations

Contact Information

Address

10801 National Blvd #602

Los Angeles, California 90064

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I recently had the displeasure of dealing with togetherCFO and I must say, their customer service was shockingly rude. The staff I interacted with displayed a complete lack of professionalism and courtesy. It was a frustrating and unpleasant experience overall. I do not recommend togetherCFO based on the poor treatment I received. Customer service is a fundamental aspect of any business, and their failure in this regard reflects poorly on the company as a whole. Potential clients should be wary of engaging

I value customer service and tend to only leave reviews for those who really deserve it. KC and his team are amazing. I?m was taken care of like part of his family. He also takes the time to communicate, which it very important for me. KC also went a step above my expectation. He made sure to give me sound advice on how to succeed financially. I refer all my family and friends to him now, even my clients at my current job. KC and the team are there for you and are great financial advisors; one would be craz

I have received the highest quality advice for my enterprise. The level of services my enterprise has enjoyed in the last 18 months has not been matched by any of the previous 4 Consultants we hired in the past. I highly recommend their Strategic Support and Advice.

Together cfo saved our family seven figures on taxes by using there unique system. It was a lot to learn but out dedicate success manager helped guide us every step of the way. Would recommend to anyone who is paying too much is taxes

My Tax Preparation went so smooth! KC and his team were very professional and helpful! I would definitely recommend their services to my friends and family! Keep up the good work!

KC and his team are true professionals in the field of wealth management and tax planning. He and his team are extremely knowledgeable, professional and reliable. I strongly recommend KC and his team for your accounting/ wealth management needs!

Always receive fantastic service from TogetherCFO, they really take the time to explain all options and ensure you are the top priority. Super happy with the customer support/experience from them!

Can't say enough about KC's "CFO" professionalism, attention to detail and moral compass. He is a pleasure to work with and I'd be more than happy to refer him to all.

I am so glad to have used this companies services. I have saved so much money with them! Annual taxes as well as totally eliminating my capitals gains tax from selling my real estate saved our family multiple six figures

One of the most experienced and professional businesses I have had the pleasure of working with. Thank you for all of your help, will be recommending to all of my business friends and family.

Together CFO helped me significantly save on my taxes and efficiently set up my tax structure would definitely recommend to anyone who is looking for top level tax savings

Together CFO is without a doubt going to bring your business to the next level. I wouldn?t hesitate reaching out to them!

Working with JC has been a positive experience due to his responsiveness, clear communication, and base of knowledge.

Great working with you! I really appreciate the guidance around cash flow and financial Operations for my business!

Great experience, very professional. They explain everything very thoroughly, making difficult accounting processes easy!

Waste of time, lack of professionalism, and very greedy. Please do yourself a favor and look elsewhere.

I highly recommend them to anyone looking to take their business to the next level.

5 stars for being exceptionally knowledgeable and helpful.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.