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Transworld Business Advisors of Fremont

Transworld Business Advisors of Fremont

About This Listing

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.*

Contact Information

Address

39270 Paseo Padre Pkwy #521

Fremont, California 94538

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed

Customer Reviews

Shailendra was available to answer all of our questions while we navigated buying our first business. We would definitely recommend him to others!

We were very happy with Shailendra service. He sold our business in 4 weeks at full asking price. He is always available with any questions and very prompt. We would highly recommend him!

Working with Shailendra was a great experience. My partner and I received top notch service and advice from him; before, during and after the sale of our business. They work diligently through the whole process with the highest level of professionalism and integrity. Highly recommended!

Shailendra contacted me about selling my company. I was already thinking about it, but really didn?t want to use a broker. I agreed with low expectations, thinking if nothing else, it was a good exercise. After several months and many offers, we sold the business. I didn?t really know it, but we were not prepared (administratively) to sell yet. Shailendra, along with his creative deal making and patience really earned his pay and surprised the heck out of me. He helped and guided us as needed. Communication

Shailendra excelled in every aspect of the sale of our business. He is extremely responsive, knowledgeable, and flexible when it comes to our needs. He worked hard to sell our business in an uncertain market. Our business is in an uncommon niche and so we were concerned that it would be tough to sell in a reasonable amount of time but Shailendra guided us through every step of the process quickly and efficiently and secured several offers within a couple of weeks of listing our business from the many intere

At first, the idea of selling my business seemed incredibly overwhelming and unrealistic, but Shailendra made the entire process simple and made everything a reality. Shailendra worked extremely hard to get us interested buyers right away, and we had multiple different interested buyers in no time. His expertise was crucial in making the whole thing possible and without him we could not have sold as quickly and painlessly as we did!

Thank you Shailendra for helping me with my business purchase, your knowledge and connections made a tremendous impact on my ability to move forward. I would have been lost in paperwork without you. Thank you for your professionalism, and thank you for always answering my calls at all hours of the day/night, you are wonderful!! Hamid

Mr. Gupta, Honestly not enough words to express how much my father and I appreciate you. All the hard work and support in everything you have guided us through in order for my father to get his business, so very much appreciated. The service in everything, from getting to know the business, requirements, qualifications, processing paperwork, and so much more- you are definitely an amazing individual. Most importantly, as for myself I really admire the fact that you get so personal with your clients in getti

I am very happy to work with Shailendra Gupta to sell my hair salon business. Shailendra is very professional, supportive through out the entire process.

Shailendra is very professional and responsive. He goes beyond just the transaction at-hand and builds a relationship. Would absolutely recommend.

Shailendra was great throughout the whole process. Always in communication, providing answers. Highly recommended!

I am very happy with the advices from Shailendra Gupta at Transworld. He helped my family sold our small business, negotiated with the landlord and new owner for the remaining of the lease on my family behalf.

"I couldn't be happier with our experience working with Shailendra.. He went above and beyond to secure us a fantastic business opportunity. His expertise, dedication, and negotiation skills were outstanding. Throughout the process, he was responsive and kept us informed every step of the way. Thanks to Shailendra, we are now proud owners of a thriving business. I highly recommend his services to anyone seeking a broker!"

Fabulous service. Shailendra was very knowledgeable & was a pleasure to work with. He is a true professional & I would recommend him highly to anyone.

So glad we used Sheilandra in the sale of our business. He goes above and beyond to get your business sold. Never gives up and works 24/7 to make it happen.

Great experience working with Transworld! They were very thorough and procedural through the entire process!

Excellent services and a great company to work with!

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.