13520 Evening Creek Dr N Suite 140
San Diego, California 92128
7905 Silverton Ave UNIT 108
San Diego, California 92126
5405 Morehouse Dr
San Diego, California 92121
13400 Sabre Springs Pkwy #255
San Diego, California 92128
10451 Newbliss Wy
San Diego, California 92126
7964 Arjons Dr H200
San Diego, California 92126
13500 Evening Creek Dr N Suite #550
San Diego, California 92128
10620 Treena St Suite 230
San Diego, California 92131
7220 Trade St
San Diego, California 92121
11852 Zach Dr
San Diego, California 92128
9191 Towne Centre Dr #370
San Diego, California 92122
4660 La Jolla Village Dr Suite 100
San Diego, California 92122
9666 Businesspark Ave Suite 111
San Diego, California 92131
4660 La Jolla Village Dr Suite 100
San Diego, California 92122
5405 Morehouse Dr UNIT 345
San Diego, California 92121
8736 Production Ave b
San Diego, California 92121
7960 Silverton Ave ste 204
San Diego, California 92126
4660 La Jolla Village Dr #725
San Diego, California 92122
Office Mall, 10717 Camino Ruiz Ste 101
San Diego, California 92126
5850 Oberlin Dr STE 240
San Diego, California 92121
10731 Treena St #200
San Diego, California 92131
10620 Treena St Suite 100
San Diego, California 92131
9740 Appaloosa Rd UNIT 150
San Diego, California 92131
5435 Oberlin Dr #200
San Diego, California 92121
10085 Carroll Canyon Rd Suite 151
San Diego, California 92131
6755 Mira Mesa Blvd Ste 123 PMB #354
San Diego, California 92121
9520 Padgett St STE 217
San Diego, California 92126
13520 Evening Creek Dr N
San Diego, California 92128
9606 Tierra Grande St STE 105
San Diego, California 92126
9920 Pacific Heights Blvd Suite 150
San Diego, California 92121
13520 Evening Creek Dr N #480
San Diego, California 92128
5703 Oberlin Dr #107
San Diego, California 92121
6540 Lusk Blvd # C112
San Diego, California 92121
7968 Arjons Dr a204
San Diego, California 92126
8380 Miramar Mall #222
San Diego, California 92121
6255 Lusk Blvd UNIT 150
San Diego, California 92121
9255 Towne Centre Dr #460
San Diego, California 92121
9663 Tierra Grande St # 203
San Diego, California 92126
13520 Evening Creek Dr N Ste 130
San Diego, California 92128
4660 La Jolla Village Dr Suite 100
San Diego, California 92122
14249 Rancho Santa Fe Farms Rd
Rancho Santa Fe, California 92091
9909 Mira Mesa Blvd Ste 330
San Diego, California 92131
9909 Mira Mesa Blvd #100
San Diego, California 92131
5230 Carroll Canyon Rd # 102
San Diego, California 92121
9909 Mira Mesa Blvd #150
San Diego, California 92131
7950 Dunbrook Rd Suite A
San Diego, California 92126
La Jolla Commons, 4747 Executive Dr #1300
San Diego, California 92121
4660 La Jolla Village Dr ste 100 & 200
San Diego, California 92122
5425 Oberlin Dr # 100
San Diego, California 92121
9747 Businesspark Ave # 200
San Diego, California 92131
13520 Evening Creek Dr N #480
San Diego, California 92128
13500 Evening Creek Dr N Ste 100
San Diego, California 92128
9845 Erma Rd #210a
San Diego, California 92131
9255 Towne Centre Dr #600
San Diego, California 92121
6725 Mesa Ridge Rd Ste 200
San Diego, California 92121
10085 Carroll Canyon Rd Suite 150
San Diego, California 92131
6540 Lusk Blvd C136-C
San Diego, California 92121
5414 Oberlin Dr #220
San Diego, California 92121
5478 Renaissance Ave
San Diego, California 92122
5230 Carroll Canyon Rd UNIT 224
San Diego, California 92121
7220 Trade St #120
San Diego, California 92121
9920 Pacific Heights Blvd Suite 150
San Diego, California 92121
4655 Executive Dr Suite #1100
San Diego, California 92121
13721 Via Tres Vistas
San Diego, California 92129
9191 Towne Centre Dr #170
San Diego, California 92122
8380 Miramar Mall #222
San Diego, California 92121
9968 Hibert St
San Diego, California 92131
10620 Treena St Suite 230
San Diego, California 92131
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.