1033 B Ave Suite 105
Coronado, California 92118
1733 National Ave
San Diego, California 92113
3030 El Cajon Blvd
San Diego, California 92104
1660 Hotel Cir N #215
San Diego, California 92108
1504 Harvey Milk St
San Diego, California 92103
303 A St STE 400
San Diego, California 92101
4420 Hotel Cir Ct Suite 230
San Diego, California 92108
720 Palm Ave
National City, California 91950
1001 B Ave STE 217
Coronado, California 92118
2150 Fourth Ave
San Diego, California 92101
36 N Euclid Ave Suite 104
National City, California 91950
600 B St Suite 300
San Diego, California 92101
591 Camino De La Reina #103
San Diego, California 92108
1081 Camino del Rio S UNIT 107
San Diego, California 92108
402 W Broadway
San Diego, California 92101
402 W Broadway Suite 400
San Diego, California 92101
2535 Kettner Blvd #3A1
San Diego, California 92101
5069 Logan Ave
San Diego, California 92113
1286 University Ave #1025
San Diego, California 92103
119 E 8th St
National City, California 91950
2667 Camino del Rio S #105
San Diego, California 92108
550 W B St 4th Floor Ste 404
San Diego, California 92101
3317 El Cajon Blvd
San Diego, California 92104
1635 Sweetwater Rd C2
National City, California 91950
404 Camino del Rio S Suite 600
San Diego, California 92108
728 E 8th St
National City, California 91950
1341 E 8th St # E
National City, California 91950
501 W Broadway Suite 800
San Diego, California 92101
4420 Hotel Cir Ct Suite 230
San Diego, California 92108
402 W Broadway Suite 400
San Diego, California 92101
1744 Sixth Ave
San Diego, California 92101
3130 Fifth Ave Suites 5-6
San Diego, California 92103
2446 Imperial Ave
San Diego, California 92102
1253 University Ave UNIT 1002
San Diego, California 92103
600 B St Suite 300
San Diego, California 92101
3635 Fairmount Ave
San Diego, California 92105
3245 University Ave #1-294
San Diego, California 92104
2555 Camino del Rio S #201
San Diego, California 92108
2121 Fifth Ave #207
San Diego, California 92101
3200 Fourth Ave #208
San Diego, California 92103
2667 Camino del Rio S # 110
San Diego, California 92108
7710 Hazard Center Dr #108
San Diego, California 92108
1212 28th St
San Diego, California 92102
3245 University Ave
San Diego, California 92104
600 W Broadway #600
San Diego, California 92101
1001 B Ave suite 320
Coronado, California 92118
880 National City Blvd
National City, California 91950
1350 Columbia St UNIT 703
San Diego, California 92101
2333 Camino del Rio S STE 330
San Diego, California 92108
1224 10th St Suite 210
Coronado, California 92118
550 W B St #223
San Diego, California 92101
4075 Park Blvd #101B
San Diego, California 92103
3142 E Plaza Blvd h
National City, California 91950
2761 Teresita St
San Diego, California 92104
401 W A St #200
San Diego, California 92101
1111 Sixth Ave
San Diego, California 92101
928 Fort Stockton Dr # 110
San Diego, California 92103
401 B St UNIT 2300
San Diego, California 92101
2221 Camino del Rio S STE 307
San Diego, California 92108
4654 Idaho St
San Diego, California 92116
5080 Camino Del Arroyo #112
San Diego, California 92108
1605 Hotel Cir S
San Diego, California 92108
1341 E 8th St
National City, California 91950
2020 Camino Del Rio N #1000
San Diego, California 92108
2165 San Diego Ave UNIT 206
San Diego, California 92110
2727 Camino del Rio S ste 150
San Diego, California 92108
1620 Fifth Ave Suite 110 Suite 1000
San Diego, California 92101
5100 Federal Blvd
San Diego, California 92105
1633 W Lewis St
San Diego, California 92103
6161 El Cajon Blvd
San Diego, California 92115
3525 Fourth Ave
San Diego, California 92103
3525 Fourth Ave
San Diego, California 92103
3033 Fifth Ave UNIT 425
San Diego, California 92103
350 Tenth Ave suite 1000
San Diego, California 92101
2810 Camino del Rio S #200
San Diego, California 92108
2741 Fourth Ave
San Diego, California 92103
2851 Camino del Rio S UNIT 410
San Diego, California 92108
5645 Friars Rd #400
San Diego, California 92110
750 B St suite 2230
San Diego, California 92101
591 Camino De La Reina suite 1125
San Diego, California 92108
2020 Camino Del Rio N # 610
San Diego, California 92108
4070 Goldfinch St STE A
San Diego, California 92103
550 W B St 4th Floor
San Diego, California 92101
402 W Broadway #2600
San Diego, California 92101
801 Orange Ave Ste 207
Coronado, California 92118
2815 Camino del Rio S #240
San Diego, California 92108
7710 Hazard Center Dr # E
San Diego, California 92108
Imperial Bank Tower, 701 B St #1830
San Diego, California 92101
1545 & 1565, 1545 Hotel Cir S
San Diego, California 92108
3175 Juniper St
San Diego, California 92104
402 W Broadway #400
San Diego, California 92101
402 W Broadway Ste 1890
San Diego, California 92101
2657 Fenton Pl
National City, California 91950
124 E 30th St D
National City, California 91950
835 Fifth Ave #314
San Diego, California 92101
800 The Mark Ln #1708
San Diego, California 92101
2851 Camino del Rio S UNIT 410
San Diego, California 92108
600 B St Suite 300
San Diego, California 92101
2333 Camino del Rio S
San Diego, California 92108
3288 Adams Ave Unit 16338
San Diego, California 92176
2525 Camino del Rio S # 260
San Diego, California 92108
2727 Camino del Rio S #110
San Diego, California 92108
3971 Goldfinch St # A
San Diego, California 92103
402 W Broadway Suite 400
San Diego, California 92101
1842 Third Ave
San Diego, California 92101
600 W Broadway UNIT 2100
San Diego, California 92101
350 Tenth Ave #1000
San Diego, California 92101
555 W Beech St #458
San Diego, California 92101
501 W Broadway ste 1350
San Diego, California 92101
701 B St Suite 1650
San Diego, California 92101
5030 Camino De La Siesta # 406
San Diego, California 92108
701 B St 24th Floor
San Diego, California 92101
101 W Broadway UNIT 1800
San Diego, California 92101
3245 University Ave
San Diego, California 92104
7676 Hazard Center Dr #1050
San Diego, California 92108
1011 Camino del Rio S Ste 550
San Diego, California 92108
2333 Camino del Rio S STE 240
San Diego, California 92108
4134 Adams Ave UNIT 104
San Diego, California 92116
2667 Camino del Rio S
San Diego, California 92108
101 W Broadway UNIT 1800
San Diego, California 92101
101 W Broadway
San Diego, California 92101
Union Bank of California Building, 525 B St
San Diego, California 92101
2140 Hoover Ave #115
National City, California 91950
600 W Broadway
San Diego, California 92101
2127 Adams Ave C
San Diego, California 92116
5080 Camino Del Arroyo #123
San Diego, California 92108
501 W Broadway
San Diego, California 92101
311 Fourth Ave
San Diego, California 92101
591 Camino De La Reina
San Diego, California 92108
655 W Broadway Suite 1000
San Diego, California 92101
7676 Hazard Center Dr #600
San Diego, California 92108
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.