*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.*
4616 Tarantella Ln
San Diego, California 92130
Pleasure working with V&R Associates, highly recommend! Switched accountants early in the year, hoping to not file an extension. The V&R team was able to complete my taxes by the deadline. Thalia was my main contact, she was very great to work with; each email was responded to in detail, so I knew what was going on each step of the way. Wonderful team!
V&R Associates are best-in-class! We have worked with multiple firms and this boutique firm really prides in concierge-style services for their clients that is top notch.
This was my first year with V&R Associates and I?m very happy with their fast and friendly service, great communication and how they made the tax preparation less stressful overall. Thank you, Thalia and Viviene, for your support.
I would highly recommend V&R! Vivienne and Thalia are super quick and professional. I loved working with them for the past 3 years and would definitely recommend for any accounting / tax needs.
Thalia and Viviane have been nothing but professional and responsible! I have used them for my taxes for several years now and would highly recommend!
Great professionalism and personal touch with their full service accounting. Best accountants I know in San Diego. I've trusted them for 10+ years with a few of my companies and thankful for their dedication.
We highly recommend V&R Associates. Viviane and her team have done our taxes for couple of years and we shall continue using them. They are professional, extremely knowledgeable, helpful and attentive to details. They also have secure portal for privacy and security to upload and download confidential files. We highly recommend them and looking forward to work with them in the future.
V&R Associates has been an absolute lifesaver for my business! Their expertise and professionalism have made navigating the complexities of accounting a breeze. They are always responsive, thorough, and provide clear explanations that I can easily understand. I highly recommend V&R Associates to any business owner looking for reliable and trustworthy accounting services.
Trusted team! Highly recommend their accounting services, particularly for bookkeeping, strategic planning, and taxes. Very friendly and family owned/operated.
Great professional team! Wonderful bookkeeping services year round and reliable. Highly recommend!
Viviane and Thalia are amazing! They helped me with my personal tax returns and other tax related questions that I had. They are genuine, kind, and always act with integrity. If you need help at all with taxes or anything accounting/bookkeeping related, please reach out to V&R Associates- you?ll be glad you did!
I?ve been going to V&R for over a decade and they have always given me the comfort of knowing I?m in good hands when it comes to my taxes. They are always there to answer any questions I have and make sure my paperwork is well taken care of. I highly recommend them to anyone struggling to find a company they can trust. Their customer service and knowledge truly go the extra mile!
My experience with V&R Associates has been exceptional. The V&R team does a terrific job understanding every unique tax situation, managing expectations and planning for both the short & long term. From the most complex issues to the more straightforward, V&R has you covered. I cannot recommend this service strongly enough. Not just a vendor but a trusted partner in every sense of the concept.
V&R Associates has made tax season so much easier for me now. The team is organized and value keeping their clients well informed with the process. 10/10 experience!
We've only had great experiences with V&R Associates for over 26 years. They're always accurate and communicative. We couldn't recommend them enough.
I highly recommend V&R Associates. I recently asked them for individual tax services on short notice. They were able to quickly and efficiently prepare and file my tax returns for a very reasonable price. They were pleasant, responsive and had great communication. I will definitely utilize their services again in the future!
Viviane has taken care of my taxes for more than a decade and I couldn?t be happier. Always quick, easy and as painless as you can expect from doing your taxes. Would highly recommend.
We had an amazing experience with V & R Associates. Professional and very knowledgeable team. Not only they are efficient and knowledgeable but they truly care :-) Highly recommend
Everyone I worked with at V&R were fantastic. They were efficient and prompt, as well as kind and patient. I was so relieved to have found them to help take care of my tax return. 10/10 will use again.
I needed a new firm to assist me with my business and personal taxed and V&R stepped up and helped me out. They seem very knowledgeable and I wouldn't hesitate to recommend them.
Thalia and Viviane are incredibly friendly and responsive. It is a pleasure working with them at keeping my company's books in order as well as my corporate and personal tax filings. Highly recommend!
Viviane is amazing! Her knowledge and expertise far exceeds any accountant I have tried to work with. As a PhD student, I got turned away from many accountant who had no experience with people who got paid with a stipend or grant. I was completely lost. Honestly, Viviane was a God send! Her and her assistant made everything so easy for me. I?m so glad I found V&R Associates and will be using their services again and again!
First time working with V&R Associates. They have a portal for documents which has made communication seamless. They have been prompt and professional. Great experience!
V&R Associates I wanted to take a moment to provide some feedback on the tax accounting services you provided me with this year. Overall, I was very pleased with the level of professionalism and attention to detail that you demonstrated throughout the process. Specifically, I appreciated your thoroughness in reviewing my financial documents and identifying potential deductions and credits that I may have overlooked. Your knowledge of the tax code and ability to explain complex concepts in a way that was e
I had the best experience with Viviane. She did a great job on my tax returns including W-2s, 1099, and property tax. I always had issues with previous accountants, but with Viviane it was smooth, easy, professional, and beneficial. I have already recommended a few of my friends and family to her.
Everyone at V&R was a dream to work with. We had never had our taxes done professionally before and had so many questions and concerns and they were kind through the entire process making sure all of our questions were answered. Will be back next year!
Great bookkeeping services! We?ve been happy and have trusted V&R Associates for many years. They have helped our business grow. Highly recommend.
Best accountant I?ve had! Viviane provided so much help and information about my taxes in a professional manner. She is highly qualified to do any accounting work on any scale. I?ll be recommending V&R to anyone who needs accounting work done.
The people at V&R are very genuine and down to earth people. Always have a positive attitude and are super helpful!
Viviane and Thalia are absolutely the best! There is no one else I would trust more to do my accounting and bookkeeping than V & R Associates.
I have worked with V&R Associates for over two decades and I can assure anyone reading this review that they are professional, prompt and fair. I wish I could give them 10 stars instead of just 5.
Very professional and punctual. Everything is done in time and very accurate. They have a great reputation and are very trustworthy.
Great customer service! Always stays on top of me to complete my taxes. Always a fast response to my communication!
I?ve been working with V&R over 20 years, dependable, trusted and prompt service.
The best accounting firm I've ever worked with. They are friendly, responsive, and absolutely amazing!
Great owners and high value services. You cant go wrong woth V& R.
Timely service, with good accommodation for small business needs. Would definitely recommend to others.
Very knowledgeable and friendly staff. Easy to work with!
Very professional, and kind people. Highly recommend.
A great and reliable business.
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.