Best CPA's Nearby

CPA's in 92806

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Liberty Debt Relief

333 City Blvd W 17th FL

Orange, California 92868

3.66 miles
4.5 / 5 (839 ratings)
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory

National Association of Family Services

2300 E Katella Ave # 450

Anaheim, California 92806

2.32 miles
4 / 5 (381 ratings)

LGH Consulting

585 S State College Blvd

Anaheim, California 92806

1.24 miles
4.5 / 5 (292 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
Multi-state Experience

Help U Save Insurance

1150 N Harbor Blvd #124

Anaheim, California 92801

3.34 miles
4.5 / 5 (161 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Bilingual Services

Anaheim Professional Services-Albayati Realty & Mortgage Group

111 S Illinois St

Anaheim, California 92805

3.33 miles
4.5 / 5 (154 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Estate and Trust Tax
International Tax
Small Businesses
Expatriates
Individual Taxpayers
Non-profits
Real Estate
Bilingual Services
Years of Practice
CPA License

eTax Services

1858 N Tustin St

Orange, California 92865

2.14 miles
4.5 / 5 (132 ratings)
Bookkeeping
Tax Preparation
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
Multi-state Experience
Remote Services
Years of Practice

Semper Tax Relief

500 N State College Blvd

Orange, California 92868

3.03 miles
4.5 / 5 (112 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Gusto
ADP
Complex Situations
Remote Services

RG Services | Bookkeeping & Tax Preparation

200 N Harbor Blvd #105

Anaheim, California 92805

2.97 miles
4.5 / 5 (106 ratings)
Tax Preparation
Entity Structuring
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services

KT - Tang & Associates Attorney AT LAW

2400 E Katella Ave Suite 800

Anaheim, California 92806

2.3 miles
4.5 / 5 (99 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Forensic Accounting

Incorporation Attorney

1820 W Orangewood Ave #104a

Orange, California 92868

2.81 miles
4.5 / 5 (73 ratings)
Business Consulting
Entity Structuring
Small Businesses
Startups
Healthcare
Construction
Contractors
Professional Services
Insurance Agencies
State-Specific Experience
CPA License

Jesus Gonzalez: Primerica - Financial Services

1475 S State College Blvd Unit 118

Anaheim, California 92806

2.11 miles
5 / 5 (65 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Insurance Agencies

Branded Group, Inc.

222 S Harbor Blvd #500

Anaheim, California 92805

2.91 miles
4 / 5 (63 ratings)

CPA California Professional Accountants Group Inc.

500 N State College Blvd Ste 1100

Orange, California 92868

3.03 miles
5 / 5 (51 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Mergers and Acquisitions
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Construction
Professional Services
QuickBooks
Multi-state Experience
Remote Services
Years of Practice
CPA License

CCAL Tax & Business Services

12465 Lewis St Suite 204

Garden Grove, California 92840

4.12 miles
4.5 / 5 (51 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
Multi-state Experience
Bilingual Services

TAX HELP TEAM - TAX DEBT RELIEF RESOLUTION

1440 N Harbor Blvd Ste 706

Fullerton, California 92835

4.77 miles
5 / 5 (49 ratings)
Tax Preparation
IRS Representation
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience
Years of Practice

Swift Tax

2095 E Ball Rd

Anaheim, California 92806

1.62 miles
4.5 / 5 (48 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers

Keystone CPA, Inc.

1400 N Harbor Blvd Ste 650

Fullerton, California 92835

4.68 miles
4.5 / 5 (51 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate
Multi-state Experience
Remote Services
CPA License

Bellavista Income Tax Services

1401 N Batavia St #201

Orange, California 92867

1.81 miles
4.5 / 5 (43 ratings)

HowToGetTaxRelief.com

747 W Katella Ave #202

Orange, California 92867

1.86 miles
4.5 / 5 (40 ratings)
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services
Years of Practice

USA Capital Co. | Small Business Loans

1661 S Raymond Ave Suite 265

Anaheim, California 92801

2.75 miles
4.5 / 5 (38 ratings)
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
QuickBooks
Xero

MY TAX DOC INC, CPA's

333 City Blvd W # 1420

Orange, California 92868

3.66 miles
4.5 / 5 (36 ratings)

Shaan Afridi CPA -Tax Planning for Real Estate Investors in Orange County

1475 S State College Blvd Unit 224

Anaheim, California 92806

2.1 miles
4.5 / 5 (34 ratings)
Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
State-Specific Experience
Local Tax Credits
CPA License

VIRI'S Tax and Insurance Services

806 E Lincoln Ave

Orange, California 92865

1.3 miles
5 / 5 (33 ratings)
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Bilingual Services
In-person Support

Solutions Income Tax

1046 N Tustin St # P

Orange, California 92867

2.8 miles
4.5 / 5 (35 ratings)

C & C Financial Corp.

1475 S State College Blvd Unit 204

Anaheim, California 92806

2.09 miles
5 / 5 (27 ratings)

Toma Shady CPA

101 S Kraemer Blvd

Placentia, California 92870

2.43 miles
4.5 / 5 (26 ratings)

Nancy & Mario Carmona - The Carmona Team

124 W Wilshire Ave B

Fullerton, California 92832

4.16 miles
5 / 5 (24 ratings)

Life Design Financial & Insurance Services

500 N State College Blvd Suite #1100

Orange, California 92868

3.03 miles
5 / 5 (23 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax

Nazca Tax Service

918 W Lincoln Ave #1

Anaheim, California 92805

3.3 miles
5 / 5 (22 ratings)
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Freelancers
Individual Taxpayers
Bilingual Services
Years of Practice

Cortes & Co

185 W Santa Fe Ave

Placentia, California 92870

2.34 miles
4.5 / 5 (22 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
State-Specific Experience
Years of Practice

Gale & Vallance Attorneys at Law

1820 W Orangewood Ave #104

Orange, California 92868

2.81 miles
4.5 / 5 (22 ratings)
Business Consulting
Entity Structuring
Small Businesses
Startups
Healthcare
Professional Services

Rankwise SEO Company

1105 E Katella Ave Suite 472

Anaheim, California 92805

2.69 miles
5 / 5 (21 ratings)

Mosley Wealth Management

2401 E Katella Ave #270

Anaheim, California 92806

2.2 miles
4.5 / 5 (21 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
Risk Management
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

The Phillips Group

2300 E Katella Ave #405

Anaheim, California 92806

2.32 miles
4.5 / 5 (19 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Healthcare
QuickBooks
Multi-state Experience
Remote Services
CPA License

QBcure, LLC

1050 E Yorba Linda Blvd #203

Placentia, California 92870

3.87 miles
5 / 5 (18 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
Project-Based Engagements
Small Businesses
Mid-size Businesses
Real Estate
Healthcare
Construction
Contractors
Professional Services
Technology
QuickBooks
Remote Services
In-person Support

Mark J. Franco, CPA

1370 N Brea Blvd #240

Fullerton, California 92835

4.65 miles
5 / 5 (17 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Startups
Individual Taxpayers

Tandy Consulting Inc

215 N Pomona Ave #6

Fullerton, California 92832

4.01 miles
5 / 5 (17 ratings)

Wilson Tax Law Group - Yorba Linda Tax Attorney

18281 Lemon Dr

Yorba Linda, California 92886

4.93 miles
5 / 5 (17 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax
Forensic Accounting
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Years of Practice

Anaheim Income Tax

1520 E Lincoln Ave Suite 5

Anaheim, California 92805

1.64 miles
4.5 / 5 (17 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers

Accurate & Confidential Tax Service

2140 W Chapman Ave # 112

Orange, California 92868

3.36 miles
5 / 5 (16 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Financial Advisory
Small Businesses
Startups
Individual Taxpayers

Wilson Financial Services

12419 Lewis St

Garden Grove, California 92840

4.03 miles
4 / 5 (15 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management

Scott Eichler - Savvy Advisors - Financial Planner Orange County

742 E Chapman Ave

Orange, California 92866

3.55 miles
5 / 5 (13 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Professional Services
Complex Situations

First Command Financial Advisor - Jon Na

12419 Lewis St #104

Garden Grove, California 92840

4.03 miles
5 / 5 (13 ratings)
Financial Advisory
Risk Management

Goodfriend & Talbott Accountancy Corp

216 E Commonwealth Ave

Fullerton, California 92832

3.88 miles
4.5 / 5 (14 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Multi-state Experience
Years of Practice
CPA License
In-person Support

Winter Accountancy Company, Inc.

942 E Chapman Ave

Orange, California 92866

3.62 miles
4.5 / 5 (13 ratings)

TS Accounting & Tax Consulting

1907 Vista Del Oro

Fullerton, California 92831

4.04 miles
5 / 5 (12 ratings)
Bookkeeping
Accounting
Financial Statements
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Restaurants
QuickBooks
Xero
Remote Services
CPA License

RD Tax & Financial Services

1370 N Brea Blvd

Fullerton, California 92832

4.65 miles
5 / 5 (12 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Professional Services
QuickBooks
Multi-state Experience

R2R Business Services

2744 E Chapman Ave

Orange, California 92869

4.2 miles
5 / 5 (12 ratings)

Gold Line Insurance And Financial Services

200 N Harbor Blvd ste 100

Fullerton, California 92832

4.06 miles
5 / 5 (12 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Risk Management

Ledger Technologies, LLC

410 W Amerige Ave

Fullerton, California 92832

4.42 miles
4.5 / 5 (12 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Remote Services
CPA License

EFILE TST

723 W Chapman Ave

Orange, California 92868

3.31 miles
4.5 / 5 (12 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Startups
Individual Taxpayers
Non-profits
E-Commerce
Construction
Manufacturing
Technology
Bilingual Services
Years of Practice
CPA License

Harrison Tax Services

711 W Kimberly Ave #275

Placentia, California 92870

2.06 miles
5 / 5 (11 ratings)
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

SANDIGO INCOME TAX SVC

970 S Anaheim Blvd Ste B

Anaheim, California 92805

2.55 miles
4.5 / 5 (11 ratings)

Mi Oficina Viteri Income Tax

526 N State College Blvd

Anaheim, California 92806

1.41 miles
4.5 / 5 (11 ratings)

Gregerson Tax Services

2217 E Chapman Ave

Fullerton, California 92831

3.03 miles
5 / 5 (10 ratings)

Total Relief Bookkeeping Services

401 W La Veta Ave Apt 166

Orange, California 92866

3.81 miles
5 / 5 (9 ratings)

Keep It Simple Financial Planning

333 City Blvd W # 1700

Orange, California 92868

3.7 miles
5 / 5 (9 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

Discount Tax Service

479 N Tustin St

Orange, California 92867

3.4 miles
4.5 / 5 (9 ratings)

HR Professional Tax Services Inc.

5150 E La Palma Ave #207

Anaheim, California 92807

3.91 miles
5 / 5 (8 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
Remote Services
Years of Practice
CPA License

Orange Coast Tax

1475 S State College Blvd Suite 112B

Anaheim, California 92806

2.1 miles
5 / 5 (8 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax
Virtual CFO
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Multi-state Experience
Remote Services

Accountax Aid, Inc

4676 Lakeview Ave #107

Yorba Linda, California 92886

5.09 miles
5 / 5 (8 ratings)
Accounting
Audit
Business Consulting
Payroll
Tax Preparation
IRS Representation
Outsourced Accounting
Small Businesses
Mid-size Businesses
Remote Services

Suzanne Linn CPA a Professional Corporation

801 E Chapman Ave #109

Fullerton, California 92831

3.64 miles
5 / 5 (8 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
CPA License

DMA Accountancy Corporation

1400 N Harbor Blvd #605

Fullerton, California 92835

4.68 miles
5 / 5 (8 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Non-profits
Bilingual Services
CPA License
In-person Support

Keil Tax Service

101 S Kraemer Blvd #132

Placentia, California 92870

2.44 miles
5 / 5 (8 ratings)

Gress Income Tax Services

202 W Lincoln Ave suite m

Orange, California 92865

0.82 miles
5 / 5 (8 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Hospitality
Construction
Law Firms
QuickBooks

Ferguson, Timar & Company

733 E Chapman Ave

Fullerton, California 92831

3.67 miles
5 / 5 (8 ratings)
Bookkeeping
Accounting
Audit
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Estate and Trust Tax
Virtual CFO
Outsourced Accounting
Small Businesses
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

Bierman John T CPA

283 N Rampart St STE B

Orange, California 92868

3.24 miles
5 / 5 (7 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Forensic Accounting
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
QuickBooks
GAAP Compliance
Multi-state Experience
CPA License
In-person Support

First Command Financial Advisor - Jonathan Zermeno

12419 Lewis St Ste 104

Garden Grove, California 92840

4.03 miles
5 / 5 (7 ratings)
Financial Advisory
Risk Management

Cathy Magallanes-Munoz: Primerica - Financial Services

2495 E Orangethorpe Ave STE 200-201

Fullerton, California 92831

1.98 miles
5 / 5 (7 ratings)
Tax Preparation
Tax Planning
Financial Advisory

Scott Hukriede, CPA

1440 S State College Blvd Suite 4L

Anaheim, California 92806

1.99 miles
4 / 5 (7 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Virtual CFO
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Hospitality
Construction
Manufacturing
Law Firms
GAAP Compliance
Internal Controls
Multi-state Experience

Piterak's Accounting & Tax Services

F, 4848 Lakeview Ave Ste. F

Yorba Linda, California 92886

4.99 miles
4 / 5 (7 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate
Healthcare
Law Firms
QuickBooks

LYNX CPAs & Advisors Group

2501 E Chapman Ave # 200

Fullerton, California 92831

2.92 miles
4 / 5 (7 ratings)
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Individual Taxpayers
Complex Situations
State-Specific Experience
Local Tax Credits

T.L. LINN & COMPANY

301 N Rampart St STE D

Orange, California 92868

3.22 miles
4 / 5 (7 ratings)
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Remote Services
Years of Practice
CPA License
In-person Support

Carlson Accountancy Corporation

3061 E La Palma Ave

Anaheim, California 92806

1.22 miles
5 / 5 (6 ratings)
Bookkeeping
Accounting
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
GAAP Compliance
Internal Controls
Years of Practice
CPA License

AccountOC.com

4671 Briarhill Dr

Yorba Linda, California 92886

4.44 miles
5 / 5 (6 ratings)

The Carlberg Company

550 E Chapman Ave # C

Orange, California 92866

3.52 miles
5 / 5 (6 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Individual Taxpayers
Years of Practice
CPA License

TLC Action Income Tax Service

B, 602 W Chapman Ave

Placentia, California 92870

2.62 miles
5 / 5 (6 ratings)
Bookkeeping
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services
Years of Practice
In-person Support

Aros Asset Management

500 N State College Blvd Ste 1100

Orange, California 92868

3.03 miles
5 / 5 (6 ratings)

The Corban Group

1240 N Lakeview Ave #250 250

Anaheim, California 92807

3.37 miles
4.5 / 5 (6 ratings)

American Income Tax Preparation

291 N Glassell St

Orange, California 92866

3.18 miles
4 / 5 (6 ratings)
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
E-Commerce
Bilingual Services
In-person Support

Zuazo & Associates

333 City Blvd W

Orange, California 92868

3.66 miles
4 / 5 (6 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Outsourced Accounting
Small Businesses
Real Estate
Healthcare
Restaurants
Construction
Professional Services
Manufacturing
QuickBooks
Remote Services
CPA License

Matles & Associates

1601 E Lincoln Ave

Orange, California 92865

1.75 miles
4 / 5 (6 ratings)

Accounting And Bookkeeping Prof. Inc

1140 N Kraemer Blvd # B

Anaheim, California 92806

1.35 miles
5 / 5 (5 ratings)

1 Stop Financial Services

327 W Orangethorpe Ave

Fullerton, California 92832

3.92 miles
5 / 5 (5 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Small Businesses
Individual Taxpayers
Real Estate

First Command Financial Advisor - Joe Knutsen

12419 Lewis St Ste 104

Garden Grove, California 92840

4.03 miles
5 / 5 (5 ratings)
Tax Preparation
Tax Planning
Financial Advisory

Sound Financial Services

1224 E Katella Ave #102

Orange, California 92867

2.45 miles
5 / 5 (5 ratings)

Koh & Company CPAs

1400 N Harbor Blvd #570

Fullerton, California 92835

4.68 miles
4 / 5 (5 ratings)

Crane & Associates Financial Planning

801 E Chapman Ave #104

Fullerton, California 92831

3.65 miles
4 / 5 (5 ratings)

Nuttall & Patel LLP

5101 E La Palma Ave #104

Anaheim, California 92807

3.93 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Remote Services
CPA License

DELTA CPA MBA

4081 E La Palma Ave STE B

Anaheim, California 92807

2.76 miles
5 / 5 (4 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Non-profits
E-Commerce
Real Estate
Hospitality
Construction
Manufacturing
Technology
SEC Reporting
Complex Situations
Multi-state Experience

Haster & Lampson

333 City Blvd W Suite 370

Orange, California 92868

3.66 miles
5 / 5 (4 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Restaurants
Construction
Multi-state Experience
Remote Services

The Bookkeeping Specialists, LLC

2050 W Chapman Ave #216

Orange, California 92868

3.34 miles
5 / 5 (4 ratings)
Bookkeeping
Tax Preparation
Small Businesses
QuickBooks
Remote Services

Chatterton & Associates

3061 E La Palma Ave

Anaheim, California 92806

1.21 miles
5 / 5 (4 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
QuickBooks

First Command Financial Advisor - Audie Marzo

12419 Lewis St #104

Garden Grove, California 92840

4.03 miles
5 / 5 (4 ratings)
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Government Contractors
QuickBooks
Xero
GAAP Compliance
Risk Management
State-Specific Experience
Multi-state Experience
Bilingual Services
Years of Practice
CPA License

Jeff Gielau, ChFC, Retirement Planning

2582 N Santiago Blvd suite a

Orange, California 92867

1.96 miles
5 / 5 (4 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax

KIM & CHOI CPAS P.C.

12395 Lewis St Suite 203

Garden Grove, California 92840

4.07 miles
4.5 / 5 (4 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Small Businesses
Individual Taxpayers
QuickBooks
Bilingual Services
Years of Practice
CPA License

S&R Accounting Professionals, LLP

1100 N Tustin Ave

Anaheim, California 92807

2.28 miles
4 / 5 (4 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Budgeting
Financial Advisory
Small Businesses
QuickBooks
Remote Services

Business Financial Solutions, Inc

4218 E La Palma Ave

Anaheim, California 92807

2.93 miles
4 / 5 (4 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers

Girish Mehta CPA

2000 E Chapman Ave

Fullerton, California 92831

3.1 miles
4 / 5 (4 ratings)

California Tax Institute

5281 Laurel View Cir

Yorba Linda, California 92886

4.54 miles
4 / 5 (4 ratings)
Tax Preparation
Tax Planning
IRS Representation
State-Specific Experience
Multi-state Experience

Mark 1 Mortgage & Real Estate Wealth Advisors

1342 E Chapman Ave

Orange, California 92866

3.71 miles
4 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax

Anaheim Business Services

1011 E Kenwood Ave

Anaheim, California 92805

2.52 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Multi-state Experience

The Golden Bean Counters

607 S Harbor Blvd B

Anaheim, California 92805

2.9 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
CFO Services
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
Small Businesses
Startups
QuickBooks
Remote Services

Tax & Financial Consulting Services

333 City Blvd W # 300

Orange, California 92868

3.66 miles
5 / 5 (3 ratings)
Accounting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services
Years of Practice
CPA License
In-person Support

Munson, Eisenman Group, LLP

1501 E Orangethorpe Ave Suite 210

Fullerton, California 92831

2.58 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Non-profits
QuickBooks
Remote Services
CPA License

MCDA CCG, Inc

4420 E Miraloma Ave # A

Anaheim, California 92807

3.28 miles
5 / 5 (3 ratings)
Business Consulting
CFO Services
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Mid-size Businesses
Large Enterprises
Startups
Remote Services

J Kellogg & Co Inc

2501 E Chapman Ave #175

Fullerton, California 92831

2.92 miles
5 / 5 (3 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Virtual CFO
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Internal Controls
Complex Situations
CPA License

Armando C Cortes, Tax Enrolled Agent

185 W Santa Fe Ave

Placentia, California 92870

2.34 miles
5 / 5 (3 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
State-Specific Experience
Years of Practice

Gati Group

1440 N Harbor Blvd Suite 809

Fullerton, California 92835

4.76 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Hospitality
Construction
Manufacturing
Law Firms
QuickBooks

Quiktax Business Services

1043 E Chapman Ave

Orange, California 92866

3.59 miles
5 / 5 (3 ratings)

MB Tax Service

1028 N Tustin St

Orange, California 92867

2.81 miles
5 / 5 (3 ratings)

Advance Tax Relief LLC - SoCal

1122 E Lincoln Ave Suite 201-B

Orange, California 92865

1.52 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
State-Specific Experience
Remote Services
Years of Practice

Marigold Financial Partners

1045 W Katella Ave Suite 250

Orange, California 92867

1.83 miles
5 / 5 (3 ratings)

Brentwood Pacific Financial

1421 N Wanda Rd #120

Orange, California 92867

3.16 miles
5 / 5 (3 ratings)

Jack Keeter & Associates

1251 N Manassero St #405a

Anaheim, California 92807

3.65 miles
4.5 / 5 (3 ratings)

A&L Certified Public Accountants

1475 S State College Blvd Unit 106

Anaheim, California 92806

2.09 miles
5 / 5 (2 ratings)

Strayer & Associates Inc

800 N Harbor Blvd

Anaheim, California 92805

3.16 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Financial Advisory
Estate and Trust Tax
Virtual CFO
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice
CPA License

Victory Tax and Financial Services

2203 E Lincoln Ave

Anaheim, California 92806

1.08 miles
5 / 5 (2 ratings)

Kim & Co., CPA Tax / Accounting Services

140 E Commonwealth Ave # 203

Fullerton, California 92832

3.93 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
GAAP Compliance
Risk Management
Multi-state Experience
Cross-border Taxation
Remote Services
Bilingual Services

Westphal Bookkeeping

3.5 miles
5 / 5 (2 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Subscription Pricing
Small Businesses
QuickBooks
Remote Services

Law Office of Linda Sung

300 S Harbor Blvd #808

Anaheim, California 92805

2.9 miles
5 / 5 (2 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
International Tax
Small Businesses
Large Enterprises
High-net-worth Individuals
Foreign Nationals
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License

KOG Accounting Corp.

1370 N Brea Blvd #212

Fullerton, California 92835

4.65 miles
5 / 5 (2 ratings)

Donald Saltikov CPA

303 W Katella Ave

Orange, California 92867

1.95 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Remote Services
Years of Practice
CPA License
In-person Support

Stamos and Stamos

3111 N Tustin St #230

Orange, California 92865

2.09 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
QuickBooks
GAAP Compliance
Multi-state Experience
Remote Services
Years of Practice
CPA License
In-person Support

Martir Financial Group

1620 N Placentia Ave #200

Placentia, California 92870

3.92 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
GAAP Compliance

Husami & Associates

1400 N Brea Blvd

Fullerton, California 92835

4.65 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Complex Situations
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License

David Tang, CPA & Associates, Inc.

1111 Town and Country Rd

Orange, California 92868

4.01 miles
5 / 5 (2 ratings)

Simons Accountancy Corporation

2520 N Santiago Blvd

Orange, California 92867

2.03 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Multi-state Experience
Years of Practice
CPA License

Rocio Isabel Rodriguez: Primerica - Financial Services

2495 E Orangethorpe Ave STE 200-201

Fullerton, California 92831

1.98 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Insurance Agencies

Tower Two Advisors

1550 S Sunkist St suite h

Anaheim, California 92806

2 miles
5 / 5 (2 ratings)

Your Estate Coach

1501 N Harbor Blvd #100

Fullerton, California 92835

4.81 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax

B W & Associates Inc

3111 N Tustin St # 215

Orange, California 92865

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

J L Le Compte & Associates

5241 E Santa Ana Canyon Rd #125

Anaheim, California 92807

3.97 miles
5 / 5 (1 ratings)
Audit
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Forensic Accounting
Small Businesses
Individual Taxpayers
QuickBooks
Internal Controls
Years of Practice
CPA License

Burghardt & Associates

1200 N Jefferson St STE C

Anaheim, California 92807

2.44 miles
5 / 5 (1 ratings)

Jim Ruffalo, CPA

2304 E Romneya Dr

Anaheim, California 92806

1.4 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Risk Management
Multi-state Experience
Remote Services
Years of Practice
CPA License
In-person Support

LedgerBench - Cost effective Accounting & Bookkeeping services

3114 201 E Center St Suite 112

Anaheim, California 92805

2.57 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
IRS Representation
Outsourced Accounting
Small Businesses
QuickBooks
Xero
Remote Services

Tax Refund Office of Anaheim

105 E Ball Rd

Anaheim, California 92805

2.56 miles
5 / 5 (1 ratings)
Tax Preparation
Small Businesses
Individual Taxpayers
Local Tax Credits
Remote Services
Years of Practice
In-person Support

Hicks Hicks & Braun

1210 N Jefferson St STE G

Anaheim, California 92807

2.46 miles
5 / 5 (1 ratings)

Silverberg & Cook Inc

1045 W Katella Ave #260

Orange, California 92867

1.82 miles
5 / 5 (1 ratings)

Sequoia Business Services, Inc.

101 S Kraemer Blvd

Placentia, California 92870

2.42 miles
5 / 5 (1 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services

Duran Michael w CPA

110 E Wilshire Ave # 201

Fullerton, California 92832

4.09 miles
5 / 5 (1 ratings)

Rohm and Rohm CPAs

633 E Chapman Ave

Orange, California 92866

3.5 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Outsourced Accounting
Small Businesses
Non-profits
Insurance Agencies
QuickBooks
Remote Services

Forensics Accounting Corp

2684 N Tustin St #160

Orange, California 92865

1.75 miles
5 / 5 (1 ratings)

Cole & Company Wealth Management, Inc

1420 E Chapman Ave

Orange, California 92866

3.72 miles
5 / 5 (1 ratings)
Business Consulting
CFO Services
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Real Estate
Risk Management

Almendarez & Molina, LLP

1835 W Orangewood Ave #210

Orange, California 92868

2.74 miles
5 / 5 (1 ratings)

Parsonex Securities, Inc

City Tower, 333 City Blvd W # 1700

Orange, California 92868

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

Wilson Financial Advisors

12419 Lewis St #202

Garden Grove, California 92840

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

Stone Financial Services, Inc.

5207, 1561 E Orangethorpe Ave # 215

Fullerton, California 92831

2.52 miles
5 / 5 (1 ratings)

Eclectic Associates Inc

1440 N Harbor Blvd #220

Fullerton, California 92835

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

Victor Samuel Williams: Primerica - Financial Services

1440 N Harbor Blvd STE 803

Fullerton, California 92835

4.77 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Insurance Agencies

Rodolfo Garcia: Primerica - Financial Services

2495 E Orangethorpe Ave STE 200-201

Fullerton, California 92831

1.98 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory

First Command Financial Advisor - Jeff Kim

12419 Lewis St Ste 104

Garden Grove, California 92840

4.03 miles
5 / 5 (1 ratings)
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Risk Management

Kraig Strom - Certified Financial Planner

333 City Blvd W # 2050

Orange, California 92868

3.66 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Risk Management
Complex Situations
Multi-state Experience
Cross-border Taxation

Altura Communication Solutions

1540 S Lewis St

Anaheim, California 92805

2.42 miles
5 / 5 (1 ratings)

Pacific Investment Research

942 E Chapman Ave

Orange, California 92866

3.62 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Real Estate
Healthcare
Professional Services
Manufacturing

Welsh Advisors

1915 W Orangewood Ave Suite 102

Orange, California 92868

2.73 miles
5 / 5 (1 ratings)

Modern Wealth Design

125 S Olive St

Orange, California 92866

3.43 miles
5 / 5 (1 ratings)

Frank Deptola& Associates, LLC

333 City Blvd W 17th Floor

Orange, California 92868

3.66 miles
5 / 5 (1 ratings)

R.A.I. Wealth Management

151 N Kraemer Blvd #105

Placentia, California 92870

2.53 miles
5 / 5 (1 ratings)

Larry Bennett, Adviser - Bennett Financial & Insurance Services

1620 N Placentia Ave #120

Placentia, California 92870

3.93 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Multi-state Experience
CPA License

Marion Douglas Financial and Insurance Services

151 N Kraemer Blvd UNIT 206

Placentia, California 92870

2.53 miles
5 / 5 (1 ratings)

Cravitz Financial & Insurance Solutions

500 N State College Blvd Suite #1100

Orange, California 92868

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

SYGU LLC

121 N State College Blvd #11-A

Anaheim, California 92806

1.33 miles
4 / 5 (1 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Non-profits
Real Estate
Remote 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.