*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.*
6096 Innovation Way
Carlsbad, California 92009
I have used Van Riper & Messina?s services for the past 5+ years. Their professionalism and availability has made filing our taxes both smooth and painless. Their online service is also an easy to use interface... I filled all my tax documents using my phone! This past year, we had a tough time organizing and preparing our information for filing before the tax date. John and has staff made the process stress free and helped relieve all my concerns. I appreciate the personal attention to detail I have rece
Messina & Van Riper has been doing my personal and business taxes for many years. They are always incredibly attentive and professional while trying to maximize my return. I regularly recommend them to friends who only return with rave reviews. They will be our accountants for life!
Van Riper & Messina have been doing my personal and Corporate taxes for the past seven years. There service and professionalism is outstanding. The tax codes are constantly changing so having someone that knows all the updated tax codes is curtail if you want to save money. I would highly recommend there services.
I received a recommendation from a friend and I started doing my taxes with Van Riper & Messina CPAs 5 years ago. Even though I have moved states I still continue doing business with them. They are always on top of their game and keep me updated on all of the things I need to do and complete. I think of them as more than my accountants, because they have a very personal touch to their work. I'm very happy with them and have recommended to many friends.
My experience at Van Riper & Messina CPAs was nothing short of exceptional. I have used other accountants in the past, but none even came close to the professionalism, quality, and outstanding customer service of Van Riper & Messina. All of the staff were responsive, kind, and extremely knowledgeable. They answered all of my questions and made me feel very comfortable entrusting them throughout the process. I highly recommend this business!!!
Van Riper Messina has been my personal and business CPA for 5+ years, providing outstanding tax guidance, estate planning, and financial services. The personal care and dedication this firm continually provides to us embodies the type of integrity that?s hard to find.
vrm did my dads taxes and now mine. for all these years they have done the best for us and communicate so well. we never have questions when they are finished. its a good feeling
I have used Van Riper & Messina for the last 4 years and they have been nothing but professional, honest and very responsive. I have recommended them to my family and friends. Great CPA firm
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.