*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.*
9081 Bolsa Ave STE 205
Westminster, California 92683
Absolutely the worst experience! Nancy Nguyen lacks tact and acts like she is doing customer a favor. She asks unnecessary questions, collects the info she doesn't really need and just lies all the time. I didn't quite understand why she returned my phone call in the first place - she clearly didn't want to help, just to demonstrate her pathetic"superiority". I felt very uncomfortable talking to her and will be taking my business elsewhere. And I'm pretty sure that all of those good reviews are written by h
Getting a mortgage sometime is a hit and miss with brokers and there are so many to choose. I'm so glad I found Nancy at Wynn Mortgage. She was so helpful and quick to respond to my questions. She knew exactly what paperwork were needed and the steps needed for my loan to be approved and to close ASAP. During the process, she keep me posted with the progress. I'm very happy with the entire experience and she is very professional from start to finish! Thank you Nancy! I highly recommend her.
Best in class gan doubt
Always too busy to return your phone calls or text messages not professional way to do business especially if you market of buying or selling I took my business elsewhere and got my approval letter same day not wasting my time on someone who has no time for their client
Quick process and professional.
(Translated by Google) Buying a home is not a fun experience with tons of paperwork, waiting times, etc. Nancy made the process as easy as possible. Not only was Nancy always available to answer complex questions via phone, email or text, but she was also able to provide us with the best possible price. Thank you Nancy. (Original) Mua nh? kh?ng ph?i l? m?t tr?i nghi?m th? v? v?i h?ng ??ng th? t?c gi?y t?, th?i gian ch? ??i, v.v ... Nancy ?? l?m cho qu? tr?nh tr? n?n d? d?ng nh?t c? th?. Nancy kh?ng ch?
(Translated by Google) Thank you Nancy for helping me get a loan. Even though my income was not enough to prove it, I was able to do it so I was able to buy the house. Thank you very much. (Original) C?m ?n Nancy ?? l?m cho anh ???c Loan ,m?c d? income c?a anh kh?ng ?? ?? ch?ng minh nh?ng em ?? l?m ???c cho n?n ?? mua ???c c?n nh? .cam ?n em nhi?u
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.