*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.*
621 Tully Rd #221
San Jose, California 95111
Linh has help me with many of my needs. She help the process of petitioning my wife over from Vietnam. She helps with my twin boys US naturalization and passport whom was born in Vietnam. Her knowledge and skills of petitioning family and other service is above beyond more than measure. She is the go to person who will get the job done proficiently and effectively. Till this day I still use her services after 9 years.
Has just walked out of this office and just wanted to say what a great experience I had with Linh and the service she provided. What a detailed oriented , honest and upfront individual. Linh is very knowledgable with the services her office has to offer. She took her time and broke down line by line with my tax filing process. THANK YOU VERY MUCH LINH. All my relatives will be seeing you shortly. Highly recommended this office!
I stumbled across this place from visiting another place (Hong Minh Cargo). Tax service from Linh was great. It has that small business, personal-connection, homey vibe as oppose to what you will experience from a place like Hong Le Tax, the type that just want you in and out as quickly as possible. She also does immigration so I will be return when i am ready to sponsor my wife.
very professional helped me get all tax credits very quickly
I have been utilizing the services of VietLinh Services for tax return for years and now decidedly to write a review for the agent and I must say, the experience exceeded my expectations in every way possible. What impressed me the most was their attention to detail. They took the time to thoroughly review my financial documents and explain the entire process to me in a way that was easy to understand. They were patient in answering all of my questions and provided valuable insights that helped optimize m
I recently had the pleasure of utilizing the immigration and tax services at Viet Ling in San Jose, and I must say that the experience exceeded my expectations in every way possible. From the moment I walked in, the staff at Viet Ling displayed a high level of professionalism and expertise. The atmosphere was welcoming, and the team was attentive to my needs. They patiently guided me through the complex process of immigration paperwork, ensuring that all necessary documents were prepared accurately and eff
If you have a lot of paperwork and need guidance, they are always accepting side tasks in order to help you establish your paperwork for many purposes such as employment, notary. They help me a lot about scanning, notarizing and organizing my paperwork for my job employment for SJPD. Good customer service, and I truly appreciate the dedication from the officer worker.
Linh was very helpful on what I needed to apply for citizenship. She's very professional, friendly, and will work with you step by step to ensure all documentations are properly prepared.
Linh helped me with missed filings and tax preparation. I am no good when it comes to dealing with these forms and she was good about educating me and walking through the preparation and providing me the best possible outcomes compared to my previous tax preparer.
Very caring and patient with customers. She helped me reduce my tax and even take time to help me make payment for my taxes every 2-3 months. Will definitely come back for other services.
She doesn't know what she is doing. When she was filling our taxes we almost paid double the taxes because we are from a different state. But still had to pay her $80 to get all our paperwork back. We went to H&R was more expensive but they know how to file so we actually got a return on our taxes.
Nice environment, great immigration knowledge and fair fees! I definitely recommend Linh for tax and immigration purposes. Jose R.
they helped me with my green card renewal and follow up very closely. i really appreciate it!
I'm not recommending for this place .she doesn't want to help when you need.but she charged for the service.Go somewhere else more professional.
Friendly and helpful. Overall good service.
Great service! Highly recommended
(Translated by Google) Have something to say? I sincerely thank Viet Linh office, for their enthusiastic support in sponsoring my family, (in case of difficult documents)... quickly and quickly... Thank you Ms. Linh and Ms. Van. - If you need anything, feel free to contact Viet Linh office. - Give all stars if there are any. (Original) C? l?i mu?n n?i? T?i ch?n th?nh c?m ?n v?n ph?ng Vi?t Linh, ?? gi?p ?? nhi?t nhi?t t?nh cho vi?c b?o l?nh gia ??nh t?i, ( tr??ng h?p h? s? kh?) ? nhanh g?n l?? C?m ?n c? Lin
(Translated by Google) I was introduced to this place by a friend. She gave very enthusiastic and dedicated advice to help me understand information about nationality. I don't read English well and she explained it to me. (Original) T?i ???c b?n gi?i thi?u cho ch? n?y. C? ?y t? v?n r?t nhi?t t?nh v? t?n t?m gi?p t?i hi?u r? th?ng tin v? qu?c t?ch. T?i kh?ng ??c hi?u t?t ti?ng Anh v? c? ?y ?? gi?i th?ch cho t?i.
(Translated by Google) Always receive enthusiastic support from everyone here, including the document support staff in Vietnam, always dedicated and professional. (Original) L?c n?o c?ng nh?n ???c s? h? tr? nhi?t t?nh t? m?i ng??i ? ??y, k? c? c?c b?n h? tr? gi?y t? t?i Vi?t Nam, lu?n lu?n t?n t?nh, v? chuy?n nghi?p.
(Translated by Google) The owner was very enthusiastic in helping, giving detailed instructions on how to create an account and giving me lessons so I could take the citizenship test. (Original) C? ch? r?t nhi?t t?nh gi?p ??, h??ng d?n t? m? c?ch t?o t?i kho?n v? cho b?i h?c ?? t?i ?i thi qu?c t?ch.
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.