*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.*
826 S Victory Blvd
Burbank, California 91502
I am so happy to have found a reliable and trustworthy tax preparation service like VIP Tax Coach. Their process is very straightforward and stress free. Arthur was not only kind and helpful, but also incredibly prompt with his responses to any questions that I had during the entire process. I truly appreciate his help and highly recommended their services if you need any assistance or guidance with your tax preparation to help make something that can be very stressful for many, easefull and quick.
For three years now, Arthur has been my preferred tax preparation expert, and he consistently provides excellent service. He's not just friendly but also remarkably efficient, delivering speedy and reliable tax solutions every time. I've never had any doubts about his expertise, and I always feel completely satisfied with the outcome. All in all, Arthur is a standout tax professional, and I highly recommend him. :)
I have been going to Arthur for my taxes for many years now. He is fast, reliable, personable and always gets me a great return. I always recommend him to everyone I know. Thank you, Arthur!! :)
? This is the best experience I've ever had with a tax company. This year, at first, I was going through turbo tax to save money, but changed my mind last minute to come to Arthur instead. I am SO glad I did, because I got twice as much back. Arthur knows what he is doing, and is very professional. On top of that, he is super friendly!
Arthur got me a great tax return and made the entire process quick and easy. I'll definitely be coming back to him for my taxes next year!
Once my taxes became more complicated than i felt comfortable handling my selfi asked around for help! And my friends recommended vip tax. He is very knowledgeable and I learned something new every time I talk to him. Keep up the good work!
The best place you need to look for when doing your taxes! Staff is so friendly and helpful, environment is nice. And you can always call them to check or ask questions! Recommended!!
Outstanding service, really quick replies and they make it so easy!
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.