*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.*
231 E Imperial Hwy Unit 203
Fullerton, California 92835
I used to do my taxes by myself. There is no better feeling than knowing you have a professional behind you and you're doing things the right way. I am very happy to be a satisfied customer for 3 years in a row. I'll be back next year and every year after that! 10 Stars!
As an independent contractor and also working under a W-2, doing taxes is an absolute pain. I highly recommend coming here as i have for the past 5 years. The staff that work at the office of Mr. Contract are very kind, approachable and down-to-earth. They are very generous and offered me to sit down with them for lunch almost every year I've been there! The service they provide and the price is justifiable. The amount of attention to detail they go through is staggering and they will fight tooth and nail
I've been going to 'Tax Returns by Contract' for over 5 years and have been so happy there. The staff is super friendly, professional and organized. I can always rely on a quick email response to any of my questions. Their work is always done in an efficient and diligent matter. I'm so thankful to all their staff for all their hard work!
I had my tax returns prepared by Mike and his staff for 3 years and he also amended returns prepared by someone else and each time I asked him how much, he would look at my income and stare off into the sky to his left and say a number and waited for my reaction. I was fine with it until last year when I didn't ask how much until the return was completed and they tried to charge me $1400, I said no! I tried to resolve it but Mike said that if I didn't pay the amount that they would destroy the work that w
Pricey yes, but when it comes to life, there are some things you don't cheap out on. Taxes is one! Mike and Masoud are an amazing duo have saved not only myself thousands, but a ton of my other friends as well!!!! Go see them, you won't be sorry you did. My friend was audited for a very large sum cause he did his taxes poorly, Masoud and Mike saved him a ton( even with their fee added on).
I've used an internet based Tax system every year since I started doing my taxes and have never thought twice about it. But this year I used Tax Returns by Contract (referred by my Father), and I'll never go back to the web based system. Thanks Mike and Team!
This company is top ! Best quality of work, responsiveness, professional and a fantastic value. Rolled up past few years and made the needed adjustments. I like to be above board on integrity and get best results at same time. Thank you Team !
These people have nothing to do with Mike Contract or Tax Returns by Contract. They tried to steal the business from Maddie Contract, Mike?s elderly grieving widow, after Mike passed away last year. Steer clear of these scam artists!
For 12 years and counting, Mike, Masoud, Athena, Jennifer and others always provide excellent service. Highly recommended!
Mike has been my CPA for 20+ years and I have saved thousands of tax dollars using his experienced advise. Love this place.
WONDERFUL! I actually enjoyed doing my taxes. Highly recommend is a massive understatement. These guys are the best!
(Translated by Google) Well, if it is related to taxes, I report them every year and I feel good about doing them as a citizen and by doing this I am obeying the Laws of the land (Original) Bueno si es referente a taxes yo los reporto cada A?o y me me siento bien en hacerlos como ciudadano y al hacer esto estoy obedeciendo las Leyes de la tierra
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.