555 12th St #1650
Oakland, California 94607
363 13th St Ste 300
Oakland, California 94612
248 3rd St
Oakland, California 94607
1901 Harrison St Ste 1100
Oakland, California 94612
nr 580 Freeway, 3230 Fruitvale Ave
Oakland, California 94602
2228 E 15th St
Oakland, California 94606
1423 Broadway Ste 555
Oakland, California 94612
3608 Grand Ave #10
Oakland, California 94610
4443 Market St
Oakland, California 94608
1999 Harrison St #1800
Oakland, California 94612
1999 Harrison St #1800
Oakland, California 94612
363 17th St Suite 1
Oakland, California 94612
212 9th St STE 215
Oakland, California 94607
1901 Harrison St Ste 1100
Oakland, California 94612
411 30th St Second Floor
Oakland, California 94609
330 Franklin St Suite 250
Oakland, California 94607
2936 Domingo Ave
Berkeley, California 94705
1939 Harrison St Suite 908
Oakland, California 94612
460 Boulevard Way
Oakland, California 94610
2323 Broadway
Oakland, California 94612
6465 San Pablo Ave # 1-1
Oakland, California 94608
3873 Piedmont Ave #2
Oakland, California 94611
1684 7th St
Oakland, California 94607
2323 Broadway
Oakland, California 94612
2648 International Blvd #110
Oakland, California 94601
555 12th St #1200
Oakland, California 94607
2100 Embarcadero E #105
Oakland, California 94606
550 Park St #105
Alameda, California 94501
1970 Broadway Suite 525
Oakland, California 94612
2624 Fruitvale Ave
Oakland, California 94601
3803 Broadway
Oakland, California 94611
1300 Clay St Suite 600
Oakland, California 94612
218 International Blvd
Oakland, California 94606
5330 College Ave Suite 230
Oakland, California 94618
1050 Marina Village Pkwy Suite 100
Alameda, California 94501
4096 Piedmont Ave #152
Oakland, California 94611
3400 MacArthur Blvd
Oakland, California 94602
1301 Clay St Suite 1540S
Oakland, California 94612
2447 Santa Clara Ave #206
Alameda, California 94501
2000 Powell St # 860
Emeryville, California 94608
235 Wildwood Ave
Piedmont, California 94610
1999 Harrison St #1800
Oakland, California 94612
5237 College Ave
Oakland, California 94618
2044 Franklin St
Oakland, California 94612
2907 Claremont Ave #111
Berkeley, California 94705
2413 Webb Ave STE D
Alameda, California 94501
1999 Harrison St #1575
Oakland, California 94612
4096 Piedmont Ave #559
Oakland, California 94611
2936 Domingo Ave #1
Berkeley, California 94705
1150 Ballena Blvd #100
Alameda, California 94501
5959 Estates Dr
Oakland, California 94611
3848 International Blvd
Oakland, California 94601
1901 Harrison St Ste 1100
Oakland, California 94612
501 W MacArthur Blvd
Oakland, California 94609
1300 Clay St Suite 669
Oakland, California 94612
1415 8th St
Oakland, California 94607
2818 Rawson St
Oakland, California 94619
1101 Marina Village Pkwy
Alameda, California 94501
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.