*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.*
2507 E Florence Ave
Huntington Park, California 90255
Anahis was such a pleasure to work with, she's so sweet and helpful. Worked with us every step of the way. I would definitely recommend.
I've had that insurance for a long time never had an issue with them. Oscar and Minerva are wonderful people, they make you feel like family . Will highly recommend to anyone.
This place is amazing ! Anais has helped me alot for my car insurance! I would definitely recommend her to anyone..if i could give her 10 stars i would ! ??
Very good customer service Anahi was very helpful and friendly I have been with them for about 3 years she's always offered good affordable insurance prices would definitely recommend to anyone looking for insurance .10/10
This is probably one of the friendliest insurance location i have gone to. The agents are knowledgeable. The atmosphere in the office is great... AND THEY GIVE YOU GREAT PRICES FOR YOUR CAR ?? INSURANCE .
Great place of business ! So nice fast and get the job done would highly recommend!! Will continue to come back offers slot of services
Minerva was very helpful. She helped my sister and I make some changes on her policy to lower payments. ????
The staff here are very friendly. They explain to you everything you need to know and to the questions you ask. Great insurance. Recommend ??
Anahid Is my go to girl, she is very professional and helpful. Always trying to find the best deals for you.
They were very nice, and fast with filling my income taxes. Really recommend them!
really good business. I will recommend it to others honestly. anahis gives really good customer service.
Minerva was very helpful and I am satisfied with my car insurance!
Good experience with all personal
My entire family is covered through West wing, 10/10 would recommend to friends, colleagues and associates
Berry knowledgeable about home insurance.. they helped me out in getting insurance for my home
Really good service, very reliable and trustworthy.
Thank you very much for your service excellent worker
Very professional very helpful great person!
Going there for years. Nice,friendly service.
Oscar gave me fantastic service.
Really Help full and professional.
No bad compared to others around the neighborhood
Good service, recommend
Best customer service ??????????
(Translated by Google) Very professional service. They provide all the information What you need to know To obtain coverage at your convenience... Thanks to the staff who work there and have assisted me for several years... (Original) Servicio muy profesional. brindan toda la informacion Que necesitas saber Para obterner una covertura a tu conveniencia... Gracias al personal que ah? trabajan y me han asistido ya por varios a?os...
(Translated by Google) Noem? is very professional and very friendly, everything that customer service needs. I recommend them 100% (Original) Noem? es muy profesional y muy amable , todo lo que un customer service necesita. Los recomiendo 100%
(Translated by Google) The best place to get your Insurance All the staff are very friendly and willing to help you get the best insurance at the best price. (Original) El mejor lugar para optener tu Aseguransa Todo el personal muy amable y dispuestos a alludarte a conserguir el mejor seguro al mejor precio
(Translated by Google) Excellent certification and honesty, very friendly and trustworthy (Original) Excelente cervisio y onestidad , muy amable y confiable
(Translated by Google) The best in attention and professionalism (Original) De lo mejor en atencion y profecionalismo
(Translated by Google) Excellent service. (Original) Excelente servicio .
(Translated by Google) Excellent service (Original) Excelente servicio
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.