*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.*
2907 Shelter Island Dr Ste 105
San Diego, California 92106
I got a hold of Nick by accident. I actually thought he was part of United Debt Settlement. I was very angry about how they handled my case. He gave me advice on how to quickly obtain my refund and he helped roll me over. I'm glad he was able to help me.
Mr . Nick Avila was extremely helpful with my case and understood with compassion to help me overcome my debt with a plan that fit my financial needs . I strongly recommend his services to anyone struggling with debt .
Nick was very helpfulful and explained everything to my husband and I. Thank you Nick for all your patience and help.
Nick was very professional and helpful in helping me with my current situation.
Nick Avila was very informative and super helpful. Extremely nice as well. Thank you!
Nick made me feel a lot better about my situation. I've been dealing with him for more than a year and he has always made himself available when I have had an issue. He is kind and reassuring because I am totally out of my depth in this situation. He is a calming influence on me and I am glad he's my guy.
Wonderful knowledge. Knew everything about the program. Would definitely use him
Very helpful, friendly, and so patient! Thank you so much, Nick for your help with getting this set up for me!
Nick was extraordinary! He came into my life when I needed him the most! He consolidated all my debt, and I received a monthly payment that I was paying on just one of my credit cards! I would absolutely recommend him!!
Nick was a pleasure to work with. He made the process very efficient, yet took the time to explain anything I had questions about. He was very knowledgeable, and a great help. -Jess
Nick was very informative about everything and was very helpful. Can't wait too get out of the debt and have my credit score up. Thank you Nick. Anyone stressing out about debt please give a call to Nick Avila you won't regret.
For the average individual having someone to navigate you through this process is critical, he was there every step of the way. I fully endorse and recommend Nick Avila, he's genuinely the best out there, Thank you Nick for your assistance. Just an update I recently became a client as well. For years I've been wanting to consolidate my debt from other cards that my previous debt consolidater couldn't take on. Knowing Nick and how hard he works was a no brainer to finally become a client of his. Thank you
Very helpful and very friendly he needs a raise and or a promotion
Nick Avila was a great help in a process that is super stressful. Not only did he finish the whole process in around an hour but checked up on me the next day. I'm excited I made the call and am ready for my credit journey!
Nick Avila was was professional, kind, and courteous. He answered any questions that I had and helped put my mind to ease, regarding being able to get me, and my husband out the unsecured debit that we have. I would definitely recommend him to other people that are needing to do this.
My experience was great, I was very happy that Nick explained to me in detail what my options were. He opened up the door to debt relief. He mentioned the charges that were expected up front. I asked him so many questions, one of which was how does this work out for the banks, which he explained to me, he was really knowledgeable. Also he was very friendly and gave me the best option which was Debt Validation. I would highly recommend going with United Debt Relief. They will help repair your credit, a
Nick is professional, clear, and takes his time. However be ready to make those best choices in your life because. Mr Avila has the right team to make your financial freedoms come true.
Nick Avila was very instrumental in the recovery of misuse of funds by a former business. He was professional and walked me through each step keeping me informed throughout the process. Thank you Nick for your support and dedication during this process.
Nick Avila was the person who helped me get on board with your company. He was especially helpful and reassuring as I have been hesitant to get on any debt consolidation programs available, until speaking with MrAvaila. He crunched the numbers and explained as we went along which was so reassuring. I now feel confident that this is right company for me.
Nick did a wonderful job compiling and completing my file. I'm very grateful for his service and ability to communicate clearly.
Nick was very professional and helpful. He made everything so much easier. Excellent agent!
I strongly recommend United Debt Relief?s services. Nick made me feel comfortable from the very first consultation and was an absolute pleasure to work with. Thank you again for everything!
Nick Avila has been very helpful and appreciate him greatly.
Nick was wonderful and answered all my questions. He was patient and thorough. Thanks Nick! You are awesome.
Amazing service. Nick went above and beyond to get me into the perfect program. Definitely call United Debt Relief in San Diego
United Debt Relief has been great helping my grandma get her financial situation taken care of. They have helped her every step of the way, from the quote and consultation to following up even after she was enrolled in the program. United Debt Relief has definitely helped ease a stressful situation for our whole family. So grateful! I would recommend them to anyone struggling financially.
nick avila was a really nice guy and helped me thru the process w/patience. i'm 71 and not tech savey. but he was great w/me.
United Debt Relief is a great company to work with. Nick Avila answered all my questions and really knows how to take care of business.Very prompt in returning phone calls A real five star company ...
Nick is super communicative, polite, and helpful.
Nick was awesome to work with. Answered all questions and help me understand the program.
Excellent customer service and care. Helped in resolving my issue with United Debt Settlement.
Thank you so much for helping me reach financial freedom and showing me the right way to do so. Any one who is thinking of getting themselves out of debt, United Debt Relief is best way to go. The company is legit! You'll regret not calling. Start saving money now!
Nick was awesome. Great help and very knowledgeable. He wa a pleasure to talk and work with.
I can't describe how happy I am And Excited to be Debt free in a short period of time thanks to Nick and his team! After all this time we finally made the decision of making a change in our life?s for the better and looking forward to a bright future, even though my credit will be low for couple of years but if it means for a fresh start I'm grateful to have found United Debt Relief.
Excellent service and Nick goes above and beyond to make sure you understand and explains everything Thank you
Nick was a great help made sure I fully understood every aspect before continuing to the next topic
Nick Villa was very helpful and professional in helping me through my process! I really recommend him for debt related issues.
The debt relief specialist, Nick Avila, that I worked with was right on top of things........text, e-mails, phone calls.......all were answered, unlike the company I was previously with......I am just starting in the program, so I really can't say anymore than that......I'm hoping that my future contacts will be as competent and pleasant as this initial contact was......
Nick was very helpful, informative and will recommend this company to all our families and friends
I am very please with United Debt Relief , I have never been so well attended, very professional, gave me all the options and I finally feel that I'm going to live a normal life with good credit thanks to Nick Avila
Nick was very hopefully to me
Very professional & helpful
Nick Avila was super informative and helped with every question and getting us the help we needed ??
He helped me out I appreciate it Nick avila
Thank you Nick for all your help and knowledgeable information of the program helping me to become debt free.
Fantastic customer service he was great
Nick Avila was very professional and knowledgeable about finances and debt relief.
The people were terrific and everyone I talk has clear knowledge and understanding of their job . They able to answer all your question.
NICK AVILA extremely informative and professional, seamless process. I highly recommend ??
The team was very helpful and courteous.
Thank you Nick Avila..
Awesome thanks. Very professional.
Very knowledgeable and helpful
Very professional and extremely knowledgeable
helped with my debt consolidation
Employee was very aloof.
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.