363 13th St Ste 300
Oakland, California 94612
1901 Harrison St Ste 1100
Oakland, California 94612
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
1901 Harrison St Ste 1100
Oakland, California 94612
411 30th St Second Floor
Oakland, California 94609
2936 Domingo Ave
Berkeley, California 94705
1680 Valley Rd
Berkeley Springs, West Virginia 25411
1939 Harrison St Suite 908
Oakland, California 94612
460 Boulevard Way
Oakland, California 94610
10504 San Pablo Ave
El Cerrito, California 94530
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
2081 Center St
Berkeley, California 94704
1172 San Pablo Ave Suite 100
Berkeley, California 94706
2001 Addison St UNIT 300
Berkeley, California 94704
4720 Peachtree Industrial Blvd
Berkeley Lake, Georgia 30096
1301 Solano Ave Suite 201
Albany, California 94706
555 12th St #1200
Oakland, California 94607
2161 Shattuck Ave. UNIT 204
Berkeley, California 94704
1970 Broadway Suite 525
Oakland, California 94612
408 Colusa Ave
El Cerrito, California 94530
3803 Broadway
Oakland, California 94611
1300 Clay St Suite 600
Oakland, California 94612
555 Pierce St CML#2
Albany, California 94706
1919 Addison St
Berkeley, California 94704
5330 College Ave Suite 230
Oakland, California 94618
4096 Piedmont Ave #152
Oakland, California 94611
1301 Clay St Suite 1540S
Oakland, California 94612
El Cerrito, California 94530
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
1999 Harrison St #1575
Oakland, California 94612
4096 Piedmont Ave #559
Oakland, California 94611
2936 Domingo Ave #1
Berkeley, California 94705
2161 Allston Way A
Berkeley, California 94704
1820 Solano Ave
Berkeley, California 94707
825 Page St
Berkeley, California 94710
1400 Shattuck Ave. Suite 5
Berkeley, California 94709
18 Orinda Way
Orinda, California 94563
25 Orinda Way Ste 205
Orinda, California 94563
25 Orinda Way Suite 250
Orinda, California 94563
1919 Addison St Suite 101
Berkeley, California 94704
5959 Estates Dr
Oakland, California 94611
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
216 San Carlos Ave
El Cerrito, California 94530
1798 Fifth St
Berkeley, California 94710
2030 Addison St Room 640
Berkeley, California 94704
312 Springfield Ave #203
Berkeley Heights, New Jersey 07922
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.