2195 Tully Rd
San Jose, California 95122
2635 Cunningham Ave Suite 23
San Jose, California 95148
99 S Almaden Blvd #600
San Jose, California 95113
90 Great Oaks Blvd # 204
San Jose, California 95119
175 Bernal Rd #240
San Jose, California 95119
123 E San Carlos St #9
San Jose, California 95112
1 S Almaden Blvd Suite 700
San Jose, California 95113
6830 Vía del Oro #220
San Jose, California 95119
636 Blossom Hill Rd
San Jose, California 95123
919 Story Rd #1200
San Jose, California 95122
111 N Market St #374
San Jose, California 95113
333 W Santa Clara St #604
San Jose, California 95113
1049 E Capitol Expy
San Jose, California 95121
88 Tully Rd STE 106
San Jose, California 95111
1669 Flanigan Dr
San Jose, California 95121
4100 Monterey Rd #116
San Jose, California 95111
333 W Santa Clara St #805
San Jose, California 95113
2680 S White Rd Ste 154
San Jose, California 95148
2731 McLaughlin Ave
San Jose, California 95121
6920 Santa Teresa Blvd #108
San Jose, California 95119
5446 Thornwood Dr
San Jose, California 95123
1340 Tully Rd #314
San Jose, California 95122
621 Tully Rd #214
San Jose, California 95111
2670 S White Rd # 235
San Jose, California 95148
1920 Bagpipe Way
San Jose, California 95121
2690 S White Rd #30
San Jose, California 95148
225 W Santa Clara St UNIT 1600
San Jose, California 95113
84 W Santa Clara St #700
San Jose, California 95113
84 W Santa Clara St #700
San Jose, California 95113
255 N Market St #120
San Jose, California 95110
6155 Almaden Expy suite 410
San Jose, California 95120
2901 The Villages Pkwy
San Jose, California 95135
6830 Vía del Oro #107
San Jose, California 95119
2680 S White Rd Suite 160
San Jose, California 95148
50 W San Fernando St #500
San Jose, California 95113
225 W Santa Clara St UNIT 1600
San Jose, California 95113
99 S Almaden Blvd Suite 300
San Jose, California 95113
1276 Lincoln Ave UNIT 202
San Jose, California 95125
6980 Santa Teresa Blvd #160
San Jose, California 95119
4456 Desin Dr
San Jose, California 95118
6066 McAbee Rd
San Jose, California 95120
5446 Thornwood Dr Suite 101
San Jose, California 95123
7052 Santa Teresa Blvd #305
San Jose, California 95139
333 W Santa Clara St # 750
San Jose, California 95113
111 W St John St #515
San Jose, California 95113
1302 Lincoln Ave UNIT 205
San Jose, California 95125
5488 Judith St APT 2
San Jose, California 95123
225 W Santa Clara St UNIT 1600
San Jose, California 95113
50 W San Fernando St 16th Floor
San Jose, California 95113
225 W Santa Clara St UNIT 1600
San Jose, California 95113
225 W Santa Clara St UNIT 1600
San Jose, California 95113
2726 Aborn Rd Suite 201
San Jose, California 95121
2690 S White Rd # 245
San Jose, California 95148
3150 Old Almaden Rd # 105
San Jose, California 95118
1 S Almaden Blvd Ste 810
San Jose, California 95113
225 W Santa Clara St Suite 900
San Jose, California 95113
84 W Santa Clara St
San Jose, California 95113
2114 Senter Rd STE 2
San Jose, California 95112
2114 Senter Rd STE 12
San Jose, California 95112
730 Story Rd #6
San Jose, California 95122
102 W Alma Ave
San Jose, California 95110
1196 S Second St
San Jose, California 95112
84 W Santa Clara St #700
San Jose, California 95113
3372 Methilhaven Ln
San Jose, California 95121
3595 Almaden Rd
San Jose, California 95118
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.