Best CPA's Nearby

CPA's in 92126

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PDS Debt

13520 Evening Creek Dr N Suite 140

San Diego, California 92128

4.21 miles
4.5 / 5 (1144 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers

Elite

7905 Silverton Ave UNIT 108

San Diego, California 92126

1.9 miles
4.5 / 5 (169 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
Multi-state Experience

Formula Funding

5405 Morehouse Dr

San Diego, California 92121

3.89 miles
4.5 / 5 (104 ratings)
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits

PracticeCFO

13400 Sabre Springs Pkwy #255

San Diego, California 92128

4.17 miles
5 / 5 (91 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Healthcare
Professional Services

Business Broker Rita Barbato The A List Group

10451 Newbliss Wy

San Diego, California 92126

2.04 miles
4.5 / 5 (76 ratings)
Business Consulting
Tax Planning
Financial Advisory
Mergers and Acquisitions
Real Estate
Healthcare
Professional Services
Law Firms
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

Top Hat Tax & Financial Services

7964 Arjons Dr H200

San Diego, California 92126

1.52 miles
5 / 5 (65 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Years of Practice

Asset Marketing Systems

13500 Evening Creek Dr N Suite #550

San Diego, California 92128

4.17 miles
5 / 5 (47 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Insurance Agencies
Risk Management
Years of Practice
CPA License

Defense Tax Partners | Tax Lawyers, IRS Audit Defense & Tax Relief Service, Free Consultation

10620 Treena St Suite 230

San Diego, California 92131

1.54 miles
4.5 / 5 (47 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation

Paul Anderson - CPA and Bookkeeping Firm

7220 Trade St

San Diego, California 92121

2.42 miles
5 / 5 (39 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Remote Services
In-person Support

Rush In Documentation Center San Diego

11852 Zach Dr

San Diego, California 92128

5.21 miles
5 / 5 (32 ratings)
Tax Preparation
Tax Planning
IRS Representation
International Tax

Integrity Accounting Inc

0.42 miles
5 / 5 (28 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Non-profits
QuickBooks
Years of Practice

Well-Traveled Wealth

9191 Towne Centre Dr #370

San Diego, California 92122

4.85 miles
5 / 5 (24 ratings)

CFO Hub

4660 La Jolla Village Dr Suite 100

San Diego, California 92122

4.82 miles
5 / 5 (20 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Technology
Remote Services

SimpliFi

9666 Businesspark Ave Suite 111

San Diego, California 92131

2 miles
5 / 5 (18 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax

Profitwise Accounting

4660 La Jolla Village Dr Suite 100

San Diego, California 92122

4.8 miles
5 / 5 (17 ratings)
Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
E-Commerce
Professional Services
Technology
QuickBooks
Xero
Remote Services

Tidemark Financial Partners

5405 Morehouse Dr UNIT 345

San Diego, California 92121

3.89 miles
5 / 5 (17 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Pars Financial Corporation

8736 Production Ave b

San Diego, California 92121

2.71 miles
4.5 / 5 (16 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers

CNPro Services

7960 Silverton Ave ste 204

San Diego, California 92126

1.81 miles
4.5 / 5 (14 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks

Reyes Financial Architecture, Inc.

4660 La Jolla Village Dr #725

San Diego, California 92122

4.83 miles
4.5 / 5 (10 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Didi's 1040 & More

Office Mall, 10717 Camino Ruiz Ste 101

San Diego, California 92126

0.23 miles
5 / 5 (9 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Individual Taxpayers

Lily Tax

5850 Oberlin Dr STE 240

San Diego, California 92121

3.43 miles
4.5 / 5 (9 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Xero

Edwin P. Simpson III CPA

10731 Treena St #200

San Diego, California 92131

1.55 miles
5 / 5 (8 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Wilsey Asset Management

10620 Treena St Suite 100

San Diego, California 92131

1.5 miles
5 / 5 (8 ratings)
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Professional Services
QuickBooks
GAAP Compliance
Risk Management
Multi-state Experience
Years of Practice
CPA License

Mercer Advisors - San Diego

9740 Appaloosa Rd UNIT 150

San Diego, California 92131

2.19 miles
4 / 5 (9 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Complex Situations
Multi-state Experience

ATS Wealth Management

5435 Oberlin Dr #200

San Diego, California 92121

3.92 miles
4.5 / 5 (8 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

AGS Tax Solutions

10085 Carroll Canyon Rd Suite 151

San Diego, California 92131

1.97 miles
4.5 / 5 (8 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation

Tulsi Tax Solutions

6755 Mira Mesa Blvd Ste 123 PMB #354

San Diego, California 92121

2.03 miles
5 / 5 (7 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Hospitality
Construction
Technology
Law Firms
Insurance Agencies
Remote Services

Bryan Banting: Primerica - Financial Services

9520 Padgett St STE 217

San Diego, California 92126

1.58 miles
5 / 5 (7 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies

TS Carr Tax Service

13520 Evening Creek Dr N

San Diego, California 92128

4.2 miles
5 / 5 (7 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
International Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Multi-state Experience

DANIEL LU CPA

9606 Tierra Grande St STE 105

San Diego, California 92126

1.78 miles
4 / 5 (7 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Real Estate
Restaurants
Construction
Law Firms
Cross-border Taxation
Bilingual Services
Years of Practice
CPA License

Tuttle & Sitlani LLP

9920 Pacific Heights Blvd Suite 150

San Diego, California 92121

3.13 miles
4 / 5 (7 ratings)
Audit
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Professional Services
GAAP Compliance
State-Specific Experience
Multi-state Experience

Coastal Tax Advisors

13520 Evening Creek Dr N #480

San Diego, California 92128

4.2 miles
4 / 5 (5 ratings)

Biz Block CPA

5703 Oberlin Dr #107

San Diego, California 92121

3.58 miles
5 / 5 (4 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Forensic Accounting
Virtual CFO
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
QuickBooks
Internal Controls
Complex Situations
CPA License

The Brunson Group

0.71 miles
5 / 5 (4 ratings)
Bookkeeping
Financial Statements
Payroll
Outsourced Accounting
Small Businesses
QuickBooks
Remote Services

Fend Bookkeeping

0.71 miles
5 / 5 (4 ratings)
Bookkeeping
Financial Statements
Budgeting
Outsourced Accounting
Small Businesses
Law Firms
QuickBooks
GAAP Compliance
Remote Services

WealthPlan Partner

6540 Lusk Blvd # C112

San Diego, California 92121

3.75 miles
5 / 5 (4 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Lopato & Associates

7968 Arjons Dr a204

San Diego, California 92126

1.54 miles
4 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Years of Practice
CPA License

Miramar MBA Financial Services

8380 Miramar Mall #222

San Diego, California 92121

3.55 miles
4 / 5 (4 ratings)

Matranga & Company

6255 Lusk Blvd UNIT 150

San Diego, California 92121

3.38 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
High-net-worth Individuals
QuickBooks
Internal Controls

Gulla CPA

9255 Towne Centre Dr #460

San Diego, California 92121

4.78 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Real Estate
Healthcare
Hospitality
Construction
Professional Services
Manufacturing
Law Firms
QuickBooks

Aaron Hungerford, CPA

9663 Tierra Grande St # 203

San Diego, California 92126

1.84 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate
Professional Services
QuickBooks

Melbrod Wealth Management

13520 Evening Creek Dr N Ste 130

San Diego, California 92128

4.2 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Torrey Wealth - Rob Leuffen

4660 La Jolla Village Dr Suite 100

San Diego, California 92122

4.8 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

American Money Management LLC

14249 Rancho Santa Fe Farms Rd

Rancho Santa Fe, California 92091

4.49 miles
5 / 5 (2 ratings)
Financial Statements
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License

James R. Scoffin CPA

9909 Mira Mesa Blvd Ste 330

San Diego, California 92131

1.57 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Cross-border Taxation

Hara Chaudhuri CPAs PC

9909 Mira Mesa Blvd #100

San Diego, California 92131

1.57 miles
5 / 5 (2 ratings)

San Diego Tax & Accounting Consultants

5230 Carroll Canyon Rd # 102

San Diego, California 92121

3.6 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Delsen & Company LLP

9909 Mira Mesa Blvd #150

San Diego, California 92131

1.57 miles
5 / 5 (2 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services

WeIncentivize

7950 Dunbrook Rd Suite A

San Diego, California 92126

1.71 miles
5 / 5 (2 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Large Enterprises
Startups
Real Estate
Construction
Professional Services
Technology
State-Specific Experience
Multi-state Experience
Local Tax Credits

Moss Adams

La Jolla Commons, 4747 Executive Dr #1300

San Diego, California 92121

4.66 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Non-profits
Real Estate
Technology
GAAP Compliance
SOX Compliance
Internal Controls
SEC Reporting
Complex Situations
Multi-state Experience
Cross-border Taxation
CPA License
Firm Size

Automation Advantage

4660 La Jolla Village Dr ste 100 & 200

San Diego, California 92122

4.8 miles
5 / 5 (1 ratings)

Honest Bookkeeping

3.99 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Outsourced Accounting
Small Businesses
Real Estate
Healthcare
Professional Services
Technology
Law Firms
QuickBooks
NetSuite
Sage
Remote Services
Years of Practice

Douglas R. Ashbrook, CPA

5425 Oberlin Dr # 100

San Diego, California 92121

3.91 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Small Businesses
Individual Taxpayers
Real Estate
Construction
Law Firms
State-Specific Experience
CPA License

Dick David

9747 Businesspark Ave # 200

San Diego, California 92131

1.98 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Individual Taxpayers
Real Estate
State-Specific Experience

Morgan Dave CPA

13520 Evening Creek Dr N #480

San Diego, California 92128

4.2 miles
5 / 5 (1 ratings)

Robinson Wealth Management of Raymond James

13500 Evening Creek Dr N Ste 100

San Diego, California 92128

4.17 miles
5 / 5 (1 ratings)

Access CFO's

6540 Lusk Blvd

San Diego, California 92121

3.75 miles
5 / 5 (1 ratings)

Highland Capital Financial Consulting, LLC

9845 Erma Rd #210a

San Diego, California 92131

1.47 miles
5 / 5 (1 ratings)
Financial Advisory
Estate and Trust Tax

Chandler Asset Management, Inc.

9255 Towne Centre Dr #600

San Diego, California 92121

4.79 miles
5 / 5 (1 ratings)
Accounting
Audit
Financial Statements
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Government Contractors
Educational Institutions
Non-profits
Real Estate
Healthcare
Professional Services
GAAP Compliance
Internal Controls
Risk Management
Multi-state Experience
Years of Practice
CPA License

Egan Yamamura - Private Wealth Advisor, Ameriprise Financial Services, LLC

6725 Mesa Ridge Rd Ste 200

San Diego, California 92121

2.26 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

CALPRO Network

10085 Carroll Canyon Rd Suite 150

San Diego, California 92131

1.97 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals
Risk Management

Cadena Financial Planning & Tax Services

6540 Lusk Blvd C136-C

San Diego, California 92121

3.73 miles
5 / 5 (1 ratings)

The Retirement Group LLC

5414 Oberlin Dr #220

San Diego, California 92121

3.91 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax

Herges Capital Management

5478 Renaissance Ave

San Diego, California 92122

4.96 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Risk Management

Kingsroad Financial

5230 Carroll Canyon Rd UNIT 224

San Diego, California 92121

3.59 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax

Apex Capital Advising

7220 Trade St #120

San Diego, California 92121

2.41 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Technology
QuickBooks
Xero
Risk Management

Zenith Investment Management

9920 Pacific Heights Blvd Suite 150

San Diego, California 92121

3.13 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax

KPMG LLP

4655 Executive Dr Suite #1100

San Diego, California 92121

4.71 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
International Tax
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
Government Contractors
Non-profits
Real Estate
Healthcare
Professional Services
Manufacturing
Technology
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination

Njk & Associates Inc

13721 Via Tres Vistas

San Diego, California 92129

3.55 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Internal Controls
Risk Management

Accounting Principals

9191 Towne Centre Dr #170

San Diego, California 92122

4.93 miles
5 / 5 (1 ratings)
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Government Contractors
Non-profits
Real Estate
Healthcare
Professional Services
Technology
QuickBooks
Xero
NetSuite
GAAP Compliance
IFRS Compliance
SOX Compliance
Risk Management
Multi-state Experience
Cross-border Taxation
Remote Services
Bilingual Services

Tri Financial

8380 Miramar Mall #222

San Diego, California 92121

3.55 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

PJ Scavuzzo Inc.

9968 Hibert St

San Diego, California 92131

1.65 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax

JCSN Corp

10620 Treena St Suite 230

San Diego, California 92131

1.54 miles
4 / 5 (1 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Outsourced Accounting
Small Businesses
Mid-size Businesses
Non-profits
Real Estate
Healthcare
Restaurants
Hospitality
Professional Services
QuickBooks
GAAP Compliance
Local Tax Credits
Bilingual Services

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.