Best CPA's Nearby

CPA's in 92109

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Than Merrill
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Than Merrill

3033 Bunker Hill St

San Diego, California 92109

+1 619-881-0575
1.6 miles
4.5 / 5 (550 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Real Estate
Professional Services
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
State-Specific Experience
Multi-state Experience
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King Credit Services INC
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King Credit Services INC

888 Prospect St Suite 200

La Jolla, California 92037

+1 844-689-0199
3.99 miles
4.5 / 5 (160 ratings)
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tento
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tento

1660 Hotel Cir N #215

San Diego, California 92108

+1 877-822-1333
4.4 miles
4.5 / 5 (132 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Startups
E-Commerce
Restaurants
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services
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WealthFit
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WealthFit

3033 Bunker Hill St

San Diego, California 92109

+1 800-917-9754
1.6 miles
4.5 / 5 (106 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Real Estate
QuickBooks
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SVA Tax Services - San Diego
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SVA Tax Services - San Diego

3148 Midway Dr Suite 201

San Diego, California 92110

+1 619-819-8790
3.7 miles
5 / 5 (102 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
E-Commerce
Real Estate
QuickBooks
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Halbert & James Inc.
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Halbert & James Inc.

4420 Hotel Cir Ct Suite 230

San Diego, California 92108

+1 619-220-5277
4.7 miles
4.5 / 5 (100 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
QuickBooks
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Canter Wealth
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Canter Wealth

7825 Fay Ave #140

La Jolla, California 92037

+1 858-812-7550
3.89 miles
5 / 5 (74 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals
Real Estate
Risk Management
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Traction Wealth Management
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Traction Wealth Management

4438 Ingraham St #2002

San Diego, California 92109

+1 619-302-8303
0.12 miles
5 / 5 (48 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Allied Tax Advisors
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Allied Tax Advisors

3949 Clairemont Dr #6

San Diego, California 92117

+1 858-274-3300
2.59 miles
4.5 / 5 (42 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Multi-state Experience
Remote Services
Visit Website Get Directions
Tax Service Express
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Tax Service Express

5215 Lovelock St

San Diego, California 92110

+1 619-380-2600
3.12 miles
4.5 / 5 (35 ratings)
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Semanchik Law Group
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Semanchik Law Group

2869 Historic Decatur Rd #500

San Diego, California 92106

+1 619-535-1811
4.32 miles
5 / 5 (34 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Non-profits
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Tadmor T Barzilai CPA Inc
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Tadmor T Barzilai CPA Inc

4501 Mission Bay Dr. #3a

San Diego, California 92109

+1 858-274-5573
1.51 miles
4.5 / 5 (32 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Financial Advisory
International Tax
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
QuickBooks
Risk Management
Multi-state Experience
Cross-border Taxation
Remote Services
CPA License
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Persistence Bookkeeping
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Persistence Bookkeeping

1001 Garnet Ave Suite 200

San Diego, California 92109

+1 619-343-2677
0.61 miles
5 / 5 (29 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Outsourced Accounting
Small Businesses
QuickBooks
Remote Services
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Optima Office, Inc.
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Optima Office, Inc.

5120 Shoreham Pl #285

San Diego, California 92122

+1 858-283-1234
5.04 miles
4.5 / 5 (23 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Non-profits
QuickBooks
Remote Services
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McLaughlin Legal, APC
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McLaughlin Legal, APC

5151 Shoreham Pl suite 270

San Diego, California 92122

+1 858-678-0061
5.11 miles
5 / 5 (21 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
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O'Connor's Tax Services
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O'Connor's Tax Services

4420 Hotel Cir Ct Suite 230

San Diego, California 92108

+1 619-220-5277
4.7 miles
5 / 5 (19 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Risk Management
Multi-state Experience
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The Light For Seniors, Inc
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The Light For Seniors, Inc

3405 Kenyon St #301

San Diego, California 92110

+1 858-751-0752
3.73 miles
4.5 / 5 (19 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
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The Tax Service
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The Tax Service

1305 Morena Blvd

San Diego, California 92110

+1 619-276-0460
2.85 miles
4 / 5 (19 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Freelancers
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits
Remote Services
Bilingual Services
Years of Practice
CPA License
Visit Website Get Directions
Number Nerds, CPA
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Number Nerds, CPA

5075 Shoreham Pl #250

San Diego, California 92122

+1 858-544-2184
5.04 miles
5 / 5 (16 ratings)
CFO Services
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Startups
Freelancers
Individual Taxpayers
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License
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SDC Tax & Business Services
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SDC Tax & Business Services

3575 Kenyon St

San Diego, California 92110

+1 619-222-2121
3.54 miles
4 / 5 (15 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
State-Specific Experience
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IMAccounting Inc.
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IMAccounting Inc.

5285 Mt Alifan Dr

San Diego, California 92111

+1 858-395-6098
3.62 miles
4.5 / 5 (13 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Financial Advisory
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
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Pacific Beach Tax Center
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Pacific Beach Tax Center

4655 Cass St Ste. 403

San Diego, California 92109

+1 858-609-0123
0.68 miles
4.5 / 5 (13 ratings)
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Action Accountants
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Action Accountants

3026 Midway Dr Suite E

San Diego, California 92110

+1 619-227-7367
3.8 miles
4.5 / 5 (12 ratings)
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L.R. Accounting LLC
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L.R. Accounting LLC

4455 Morena Blvd STE 105

San Diego, California 92117

+1 858-352-6895
1.86 miles
5 / 5 (8 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Small Businesses
Individual Taxpayers
ADP
State-Specific Experience
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Dyer Wealth Management
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Dyer Wealth Management

5672 La Jolla Blvd

La Jolla, California 92037

+1 858-459-3937
2.14 miles
5 / 5 (7 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate
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Lori A. Riccardi, CPA A Professional Accountancy Corporation
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Lori A. Riccardi, CPA A Professional Accountancy Corporation

2869 Historic Decatur Rd

San Diego, California 92106

+1 619-808-7728
4.32 miles
5 / 5 (7 ratings)
Accounting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
GAAP Compliance
Visit Website Get Directions
Reason Financial & Tax
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Reason Financial & Tax

4747 Morena Blvd #102

San Diego, California 92117

+1 858-483-7500
2.02 miles
5 / 5 (7 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Visit Website Get Directions
Ocean Point Financial System Inc
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Ocean Point Financial System Inc

3565 Del Rey St

San Diego, California 92109

+1 858-270-1450
1.63 miles
5 / 5 (6 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Visit Website Get Directions
My Better Bookkeeping
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My Better Bookkeeping

1605 Hotel Cir S

San Diego, California 92108

+1 425-232-9980
4.53 miles
5 / 5 (6 ratings)
Bookkeeping
Small Businesses
QuickBooks
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The Taxman
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The Taxman

Dean's Office, 841 Turquoise St d

San Diego, California 92109

+1 858-274-9093
1.28 miles
5 / 5 (5 ratings)
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Higgins Capital Management, Inc.
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Higgins Capital Management, Inc.

2223 Avenida De La Playa UNIT 210

La Jolla, California 92037

+1 858-459-2993
3.99 miles
5 / 5 (5 ratings)
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Macdonald CPA
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Macdonald CPA

2165 San Diego Ave UNIT 206

San Diego, California 92110

+1 858-330-1040
4.54 miles
5 / 5 (5 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation
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Todd Tyler CPA CFP
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Todd Tyler CPA CFP

5151 Shoreham Pl #170

San Diego, California 92122

+1 858-587-0222
5.11 miles
4 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Multi-state Experience
Years of Practice
CPA License
Visit Website Get Directions
Mission Hills Financial Advisory LLC
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Mission Hills Financial Advisory LLC

1633 W Lewis St

San Diego, California 92103

+1 619-294-9420
4.8 miles
4 / 5 (5 ratings)
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BergTaxes
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BergTaxes

5252 Balboa Ave Ste. 501

San Diego, California 92117

+1 858-279-1040
3.7 miles
4 / 5 (5 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Virtual CFO
Small Businesses
Individual Taxpayers
QuickBooks
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Fitzsimmons Accountancy
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Fitzsimmons Accountancy

928 Hornblend St

San Diego, California 92109

+1 619-757-1500
0.67 miles
4 / 5 (4 ratings)
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Wealth Navigation Advisors
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Wealth Navigation Advisors

6265 Greenwich Dr Suite 251

San Diego, California 92122

+1 858-485-8839
5.15 miles
5 / 5 (3 ratings)
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David Thomas, CPA, Esq.
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David Thomas, CPA, Esq.

2340 Moore St

San Diego, California 92110

+1 619-821-7757
4.31 miles
5 / 5 (3 ratings)
Bookkeeping
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
GAAP Compliance
SOX Compliance
Internal Controls
State-Specific Experience
Multi-state Experience
Bilingual Services
Years of Practice
CPA License
Visit Website Get Directions
McKenna Financial
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McKenna Financial

4305 Gesner St # 306

San Diego, California 92117

+1 619-276-8441
2.25 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory
Risk Management
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Cass St. Tax Services
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Cass St. Tax Services

4609 Cass St

San Diego, California 92109

+1 858-480-1575
0.65 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
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La Jolla Pacific Consultants LLC
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La Jolla Pacific Consultants LLC

5726 La Jolla Blvd

La Jolla, California 92037

+1 858-633-7776
2.23 miles
5 / 5 (3 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Real Estate
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North Coast Financial, Inc. Direct Hard Money Lenders California
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North Coast Financial, Inc. Direct Hard Money Lenders California

5645 Friars Rd #400

San Diego, California 92110

+1 760-721-2689
3.72 miles
5 / 5 (3 ratings)
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Symbio Financial Partners/LPL Financial
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Symbio Financial Partners/LPL Financial

7777 Fay Ave Ste 315

La Jolla, California 92037

+1 858-551-8770
3.85 miles
5 / 5 (2 ratings)
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Merrill Lynch Financial Advisor Peter Huffman
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Merrill Lynch Financial Advisor Peter Huffman

7825 Fay Ave Suite 300

La Jolla, California 92037

+1 858-456-3624
3.9 miles
5 / 5 (2 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
High-net-worth Individuals
Visit Website Get Directions
Schoettle Financial
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Schoettle Financial

1010 Turquoise St UNIT 255

San Diego, California 92109

+1 858-488-3800
1.21 miles
5 / 5 (2 ratings)
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Osborne Linda G CPA
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Osborne Linda G CPA

1545 Grand Ave

San Diego, California 92109

+1 858-483-8299
0.04 miles
5 / 5 (2 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Years of Practice
CPA License
Visit Website Get Directions
TaxPlus San Diego
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TaxPlus San Diego

4340 Genesee Ave UNIT 205

San Diego, California 92117

+1 858-279-1640
3.72 miles
5 / 5 (2 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation
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Atlas Executive
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Atlas Executive

1545 & 1565, 1545 Hotel Cir S

San Diego, California 92108

+1 619-255-4504
4.55 miles
5 / 5 (2 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Government Contractors
Professional Services
Technology
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Multi-state Experience
Cross-border Taxation
Remote Services
Visit Website Get Directions
Denali Advisors LLC
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Denali Advisors LLC

5075 Shoreham Pl #120

San Diego, California 92122

+1 858-558-3600
5.04 miles
5 / 5 (2 ratings)
Business Consulting
Tax Planning
Financial Advisory
International Tax
Mergers and Acquisitions
High-net-worth Individuals
Risk Management
SEC Reporting
Multi-state Experience
Cross-border Taxation
Visit Website Get Directions
Dunham & Associates
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Dunham & Associates

6256 Greenwich Dr Ste 550

San Diego, California 92122

+1 858-964-0500
5.14 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Multi-state Experience
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West Point Investment Corporation
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West Point Investment Corporation

1020 Prospect St

La Jolla, California 92037

+1 858-454-1205
4.03 miles
5 / 5 (2 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate
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Mundoval Capital Management, Inc.
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Mundoval Capital Management, Inc.

7855 Ivanhoe Ave Suite 210

La Jolla, California 92037

+1 858-454-4837
3.91 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
Visit Website Get Directions
Transglobal Tax Solutions
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Transglobal Tax Solutions

2289 Via Munera

La Jolla, California 92037

+1 415-830-1756
2.46 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
International Tax
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Manufacturing
Technology
Agriculture
Complex Situations
Multi-state Experience
Cross-border Taxation
Remote Services
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The Financial Planning & Investment Group - Ameriprise Financial Services, LLC
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The Financial Planning & Investment Group - Ameriprise Financial Services, LLC

4455 Morena Blvd Ste 215 & Ste 216

San Diego, California 92117

+1 858-490-4288
1.86 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
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La Jolla, CA Private Wealth Management - UBS Financial Services Inc.
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La Jolla, CA Private Wealth Management - UBS Financial Services Inc.

1200 Prospect St # 500

La Jolla, California 92038

+1 800-231-9628
4.05 miles
5 / 5 (1 ratings)
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Softwealth - Financial Advisor
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Softwealth - Financial Advisor

5580 La Jolla Blvd #74

La Jolla, California 92037

+1 858-609-9003
2.02 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Planning
Financial Advisory
Risk Management
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Glenn Mosier - UBS Financial Services Inc.
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Glenn Mosier - UBS Financial Services Inc.

1200 Prospect St #100

La Jolla, California 92037

+1 858-551-9405
4.06 miles
5 / 5 (1 ratings)
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Financial Alternatives, Inc
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Financial Alternatives, Inc

7825 Fay Ave #210

La Jolla, California 92037

+1 858-459-8289
3.9 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
QuickBooks
GAAP Compliance
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Stefano Rakigjija - Morgan Stanley
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Stefano Rakigjija - Morgan Stanley

1111 Prospect St

La Jolla, California 92037

+1 858-729-5130
4 miles
5 / 5 (1 ratings)
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Financial Grade
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Financial Grade

875 Prospect St

La Jolla, California 92037

+1 877-386-6615
3.96 miles
5 / 5 (1 ratings)
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Financial Law Group
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Financial Law Group

5656 La Jolla Blvd

La Jolla, California 92037

+1 858-294-0215
2.12 miles
5 / 5 (1 ratings)
Financial Advisory
Real Estate
Professional Services
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Merrill Lynch Financial Advisor Fred Berry
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Merrill Lynch Financial Advisor Fred Berry

7825 Fay Ave Suite 300

La Jolla, California 92037

+1 858-456-3638
3.9 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Visit Website Get Directions
San Diego Wealth Management
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San Diego Wealth Management

6390 Greenwich Dr #215

San Diego, California 92122

+1 858-270-7705
5.1 miles
5 / 5 (1 ratings)
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Artivest
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Artivest

1200 Prospect St Suite 400

La Jolla, California 92037

+1 858-459-7040
4.06 miles
5 / 5 (1 ratings)
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Context Capital Management
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Context Capital Management

7724 Girard Ave Suite 300

La Jolla, California 92037

+1 858-481-3666
3.77 miles
5 / 5 (1 ratings)
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Lang & Brown, CPAs
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Lang & Brown, CPAs

3990 Old Town Ave Suite A-206

San Diego, California 92110

+1 619-224-1050
4.3 miles
5 / 5 (1 ratings)
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WF Sheridan Consulting, APC
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WF Sheridan Consulting, APC

6328 Caminito Del Pastel

San Diego, California 92111

+1 858-699-1478
3.67 miles
5 / 5 (1 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Startups
Freelancers
Individual Taxpayers
Visit Website Get Directions
Advisors On Target
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Advisors On Target

3940 Hortensia St

San Diego, California 92110

+1 619-291-3700
4.38 miles
5 / 5 (1 ratings)
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Clelland & Company, Inc.
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Clelland & Company, Inc.

5151 Shoreham Pl #130

San Diego, California 92122

+1 858-587-8700
5.1 miles
5 / 5 (1 ratings)
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Creative Capital Management Investments LLC (CCMI)
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Creative Capital Management Investments LLC (CCMI)

6265 Greenwich Dr STE 201

San Diego, California 92122

+1 619-298-3993
5.16 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
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Hunt Financial Services
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Hunt Financial Services

3202 Governor Dr #202

San Diego, California 92122

+1 858-376-1300
4.06 miles
5 / 5 (1 ratings)
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Nautilus Advisors LLC
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Nautilus Advisors LLC

4747 Morena Blvd Suite 358

San Diego, California 92117

+1 619-573-4600
2.02 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
Visit Website Get Directions
Barrow Bookkeeping & Accounting LLC
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Barrow Bookkeeping & Accounting LLC

3270 Rosecrans St Suite 3270 1/2

San Diego, California 92110

+1 619-721-0387
3.87 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
Real Estate
Healthcare
Construction
Professional Services
QuickBooks
State-Specific Experience
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RPC Property Tax Advisors LLC
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RPC Property Tax Advisors LLC

5019 Newport Ave #200

San Diego, California 92107

+1 800-540-3900
3.5 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
State-Specific Experience
Multi-state Experience
Visit Website Get Directions
Private Portfolio Inc
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Private Portfolio Inc

7534 La Jolla Blvd

La Jolla, California 92037

+1 858-551-2071
3.69 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Multi-state Experience
Cross-border Taxation
Visit Website Get Directions
Hamilton and Associates, Keith Hamilton
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Hamilton and Associates, Keith Hamilton

7979 Ivanhoe Ave

La Jolla, California 92037

+1 858-551-1040
4 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Vaughn Woods Financial Group
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Vaughn Woods Financial Group

2226 Avenida De La Playa B

La Jolla, California 92037

+1 858-454-6900
4.03 miles
4 / 5 (1 ratings)
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
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Show all in California

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.