Best CPA's Nearby

CPA's in Beverly

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Segal, Cohen & Landis, P.C.
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Segal, Cohen & Landis, P.C.

9100 Wilshire Boulevard, 601 East Tower

Beverly Hills, CA 90212

+1 310-285-3999
2606.44 miles
4.5 / 5 (195 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Multi-state Experience
Cross-border Taxation
Remote Services
Bilingual Services
Years of Practice
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Capital West Advisors (Business Plan Writers)
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Capital West Advisors (Business Plan Writers)

9100 Wilshire Blvd. #725 E

Beverly Hills, CA 90212

+1 888-300-3090
2606.43 miles
4.5 / 5 (89 ratings)
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IRS Audit Group
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IRS Audit Group

468 N Camden Dr # 200

Beverly Hills, California 90210

+1 310-498-7508
2607.08 miles
5 / 5 (62 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax
Individual Taxpayers
Complex Situations
Multi-state Experience
Cross-border Taxation
Remote Services
Years of Practice
CPA License
Visit Website Get Directions
Gill CPA Services
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Gill CPA Services

9107 Wilshire Blvd #450

Beverly Hills, California 90210

+1 310-356-6204
2606.42 miles
5 / 5 (36 ratings)
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Greenberg Bitton LLP
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Greenberg Bitton LLP

291 S La Cienega Blvd Ste. 406

Beverly Hills, California 90211

+1 877-829-5294
2605.86 miles
5 / 5 (34 ratings)
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Grimsdale Financial Solutions
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Grimsdale Financial Solutions

8383 Wilshire Blvd Suite 800 Unit 1

Beverly Hills, California 90211

+1 323-238-9710
2605.63 miles
5 / 5 (34 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Large Enterprises
Individual Taxpayers
Remote Services
Years of Practice
CPA License
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Alan Mehdiani, CPA, Tax Accountant
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Alan Mehdiani, CPA, Tax Accountant

9025 Wilshire Blvd Suite 301

Beverly Hills, California 90211

+1 310-800-1472
2606.32 miles
5 / 5 (29 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Multi-state Experience
Remote Services
Years of Practice
CPA License
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AIO Fee Only Financial Advisors
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AIO Fee Only Financial Advisors

4th & 6th Floors, 433 N Camden Dr

Beverly Hills, California 90210

+1 424-358-5410
2607.11 miles
4.5 / 5 (23 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Multi-state Experience
Cross-border Taxation
Bilingual Services
Visit Website Get Directions
TWP Financial & Insurance Services LLC
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TWP Financial & Insurance Services LLC

8200 Wilshire Blvd

Beverly Hills, California 90211

+1 424-288-4254
2605.6 miles
5 / 5 (22 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
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Framework Financials, LLC
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Framework Financials, LLC

9171 Wilshire Blvd Suite 500

Beverly Hills, California 90210

+1 310-461-8562
2606.5 miles
5 / 5 (20 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Project-Based Engagements
Small Businesses
Mid-size Businesses
Large Enterprises
Construction
Contractors
Professional Services
Technology
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
Multi-state Experience
Remote Services
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Jarrar & Associates CPA, Inc.
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Jarrar & Associates CPA, Inc.

9440 Santa Monica Blvd Suite 301

Beverly Hills, California 90210

+1 310-887-1313
2606.92 miles
4.5 / 5 (19 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Forensic Accounting
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Hospitality
Professional Services
QuickBooks
Multi-state Experience
Remote Services
In-person Support
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Northstar Financial Consulting Group
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Northstar Financial Consulting Group

9454 Wilshire Blvd 6th Fl

Beverly Hills, California 90212

+1 888-999-0280
2606.85 miles
5 / 5 (16 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
E-Commerce
Healthcare
Technology
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
Complex Situations
Multi-state Experience
Remote Services
Visit Website Get Directions
Beverly Hills Bookkeeping & Accounting
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Beverly Hills Bookkeeping & Accounting

9903 Santa Monica Blvd #114

Beverly Hills, California 90212

+1 424-425-1120
2607.57 miles
5 / 5 (13 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Real Estate
Healthcare
Professional Services
QuickBooks
Multi-state Experience
Remote Services
CPA License
Visit Website Get Directions
The Singleton Group Inc.
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The Singleton Group Inc.

9440 Santa Monica Blvd Suite 301

Beverly Hills, California 90210

+1 800-655-0567
2606.92 miles
5 / 5 (13 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Startups
Real Estate
Visit Website Get Directions
Joyce Rebhun Inc.
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Joyce Rebhun Inc.

8500 Wilshire Blvd #519

Beverly Hills, California 90211

+1 310-657-8553
2605.81 miles
4 / 5 (13 ratings)
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Paul S. Marciano, CPA, LLC
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Paul S. Marciano, CPA, LLC

100 Cummings Center #207-F

Beverly, Massachusetts 01915

+1 978-969-1451
0.53 miles
5 / 5 (11 ratings)
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AFFLUENCER FINANCIAL ADVISORS
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AFFLUENCER FINANCIAL ADVISORS

226 S Beverly Dr Suite 200

Beverly Hills, California 90212

+1 310-730-1330
2606.96 miles
5 / 5 (10 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Multi-state Experience
Cross-border Taxation
Visit Website Get Directions
Los Angeles Bookkeeping
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Los Angeles Bookkeeping

8484 Wilshire Blvd Suite 515D

Beverly Hills, California 90211

+1 310-295-0510
2605.76 miles
5 / 5 (9 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
QuickBooks
Sage
GAAP Compliance
Remote Services
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Hakimi CPA, APC
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Hakimi CPA, APC

291 La Cienega Blvd #409

Beverly Hills, California 90211

+1 310-894-9472
2605.86 miles
5 / 5 (7 ratings)
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Kurteeva & Associates CPA Inc
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Kurteeva & Associates CPA Inc

9171 Wilshire Blvd #500

Beverly Hills, California 90210

+1 310-299-6076
2607.13 miles
5 / 5 (7 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Remote Services
Bilingual Services
CPA License
Visit Website Get Directions
NAV Capital Consulting, Inc.
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NAV Capital Consulting, Inc.

292 S La Cienega Blvd

Beverly Hills, California 90211

+1 310-894-6632
2605.83 miles
5 / 5 (7 ratings)
Bookkeeping
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Mergers and Acquisitions
Small Businesses
Startups
Professional Services
Law Firms
Remote Services
Visit Website Get Directions
Golbahar Consulting Group
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Golbahar Consulting Group

9454 Wilshire Blvd # 550

Beverly Hills, California 90212

+1 424-256-9424
2606.86 miles
5 / 5 (7 ratings)
Business Consulting
Financial Advisory
Forensic Accounting
Mid-size Businesses
Large Enterprises
Hospitality
Manufacturing
Technology
Law Firms
Risk Management
Complex Situations
Visit Website Get Directions
Gregory Grigoryants, Attorney
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Gregory Grigoryants, Attorney

9350 Wilshire Blvd suite 203

Beverly Hills, California 90212

+1 424-248-7237
2606.71 miles
5 / 5 (7 ratings)
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Miod and Company, LLP
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Miod and Company, LLP

433 N Camden Dr #600

Beverly Hills, California 90210

+1 323-638-0220
2607.11 miles
5 / 5 (5 ratings)
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Outsourced Accounting
High-net-worth Individuals
Real Estate
Construction
Law Firms
Internal Controls
Risk Management
Complex Situations
Multi-state Experience
Years of Practice
CPA License
Visit Website Get Directions
Pamela C. Boardway, CPA, P.C.
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Pamela C. Boardway, CPA, P.C.

176 North St

Salem, Massachusetts 01970

+1 978-594-8575
2.62 miles
4 / 5 (5 ratings)
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420CPA
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420CPA

8383 Wilshire Blvd #800

Beverly Hills, California 90211

+1 310-807-0255
2605.63 miles
5 / 5 (4 ratings)
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
International Tax
Virtual CFO
Outsourced Accounting
GAAP Compliance
Internal Controls
Risk Management
Complex Situations
Multi-state Experience
Remote Services
Visit Website Get Directions
Lone Cypress Wealth Management of Raymond James
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Lone Cypress Wealth Management of Raymond James

9595 Wilshire Blvd #801

Beverly Hills, California 90212

+1 310-285-4521
2607.04 miles
5 / 5 (4 ratings)
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Mystic Alliance Group Inc
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Mystic Alliance Group Inc

9601 Wilshire Blvd Suite1166

Beverly Hills, California 90210

+1 323-852-1500
2607.09 miles
4 / 5 (4 ratings)
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Real Estate
Restaurants
Hospitality
Professional Services
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services
Visit Website Get Directions
Levinson Harlan CPA
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Levinson Harlan CPA

8383 Wilshire Blvd #830

Beverly Hills, California 90211

+1 323-655-1040
2605.63 miles
5 / 5 (3 ratings)
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Patrick E. McGinnis, Attorney at Law
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Patrick E. McGinnis, Attorney at Law

425 S Beverly Dr #100

Beverly Hills, California 90212

+1 310-277-4285
2607.1 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Years of Practice
Visit Website Get Directions
Beverly Hills Financial Group
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Beverly Hills Financial Group

190 N Canon Dr #304

Beverly Hills, California 90210

+1 310-288-3960
2606.78 miles
4 / 5 (3 ratings)
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ORCOM US
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ORCOM US

9465 Wilshire Blvd #3032

Beverly Hills, California 90212

+1 424-444-3911
2606.91 miles
5 / 5 (2 ratings)
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
International Tax
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Mid-size Businesses
Large Enterprises
Startups
Expatriates
Foreign Nationals
Real Estate
Restaurants
Hospitality
Construction
Professional Services
Manufacturing
Technology
QuickBooks
GAAP Compliance
IFRS Compliance
Multi-state Experience
Cross-border Taxation
Bilingual Services
CPA License
Visit Website Get Directions
Chartwell AMG of Raymond James
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Chartwell AMG of Raymond James

9595 Wilshire Blvd # 200

Beverly Hills, California 90212

+1 310-285-4530
2607.03 miles
5 / 5 (2 ratings)
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Contrarian Advisors
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Contrarian Advisors

9663 S Santa Monica Blvd #141

Beverly Hills, California 90210

+1 800-996-4657
2607.19 miles
5 / 5 (2 ratings)
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Prominence Capital GP
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Prominence Capital GP

315 S Beverly Dr #310

Beverly Hills, California 90212

+1 310-433-5378
2607.05 miles
5 / 5 (2 ratings)
Business Consulting
Financial Statements
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
Real Estate
Professional Services
Technology
Risk Management
Multi-state Experience
Cross-border Taxation
Visit Website Get Directions
Sagient
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Sagient

8383 Wilshire Blvd Suite 600

Beverly Hills, California 90211

+1 323-965-6300
2605.64 miles
5 / 5 (2 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Mid-size Businesses
High-net-worth Individuals
Visit Website Get Directions
Galliott Capital Advisors
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Galliott Capital Advisors

9401 Wilshire Blvd #705

Beverly Hills, California 90212

+1 310-362-3320
2606.82 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Real Estate
Risk Management
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Visit Website Get Directions
Equity Tax
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Equity Tax

269 S Beverly Dr #1105

Beverly Hills, California 90212

+1 866-256-8721
2607.04 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
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Awesome Calls
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Awesome Calls

9461 Charleville Blvd #608

Beverly Hills, California 90212

+1 424-527-2284
2606.96 miles
5 / 5 (2 ratings)
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Runyan Capital
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Runyan Capital

9301 Wilshire Blvd #610

Beverly Hills, California 90210

+1 310-882-6496
2606.64 miles
5 / 5 (2 ratings)
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QBOOKS90210 INC
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QBOOKS90210 INC

8383 Wilshire Blvd #435

Beverly Hills, California 90211

+1 323-655-5596
2605.63 miles
5 / 5 (2 ratings)
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Synergic Group LLC
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Synergic Group LLC

8383 Wilshire Blvd #800

Beverly Hills, California 90211

+1 855-955-2230
2605.63 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
CFO Services
Sales Tax Compliance
Virtual CFO
Outsourced Accounting
Subscription Pricing
Small Businesses
Mid-size Businesses
QuickBooks
Remote Services
Visit Website Get Directions
Heller Broida & Eisenberg
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Heller Broida & Eisenberg

9454 Wilshire Blvd # 550

Beverly Hills, California 90212

+1 310-247-4949
2606.86 miles
5 / 5 (1 ratings)
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Lederman Zeidler Gray & Co
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Lederman Zeidler Gray & Co

9100 Wilshire Blvd # 250W

Beverly Hills, California 90212

+1 310-273-2924
2606.43 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Hospitality
Construction
Manufacturing
Law Firms
QuickBooks
Visit Website Get Directions
Offer-In-Compromise
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Offer-In-Compromise

9465 Wilshire Blvd #300

Beverly Hills, California 90212

+1 818-319-8696
2606.9 miles
5 / 5 (1 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services
Visit Website Get Directions
Law Offices of Kahen & Associates, P.C.
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Law Offices of Kahen & Associates, P.C.

9454 Wilshire Blvd

Beverly Hills, California 90212

+1 310-278-8008
2606.86 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Complex Situations
Multi-state Experience
Cross-border Taxation
Bilingual Services
Years of Practice
Visit Website Get Directions
Hochman Salkin Toscher Perez P.C.
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Hochman Salkin Toscher Perez P.C.

9100 Wilshire Blvd Suite 900W

Beverly Hills, California 90212

+1 310-281-3200
2606.43 miles
5 / 5 (1 ratings)
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax
High-net-worth Individuals
Complex Situations
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License
Visit Website Get Directions
John Eapen CPA
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John Eapen CPA

8913 W Olympic Blvd

Beverly Hills, California 90211

+1 310-657-1880
2606.46 miles
5 / 5 (1 ratings)
Bookkeeping
Audit
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Small Businesses
Local Tax Credits
Visit Website Get Directions
Gordon & Associates An Accountancy
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Gordon & Associates An Accountancy

468 N Camden Dr Suite 400A Suite 400A

Beverly Hills, California 90210

+1 818-377-6300
2607.08 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
High-net-worth Individuals
Non-profits
Multi-state Experience
Years of Practice
CPA License
Visit Website Get Directions
Michael Ladge - RBC Wealth Management Financial Advisor
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Michael Ladge - RBC Wealth Management Financial Advisor

9465 Wilshire Blvd Suite 700

Beverly Hills, California 90212

+1 310-887-4453
2606.9 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Visit Website Get Directions
RBC Wealth Management Branch - Beverly Hills
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RBC Wealth Management Branch - Beverly Hills

9465 Wilshire Blvd Suite 700

Beverly Hills, California 90212

+1 310-273-7600
2606.91 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Visit Website Get Directions
Bradley Finnigan - RBC Wealth Management Financial Advisor
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Bradley Finnigan - RBC Wealth Management Financial Advisor

9465 Wilshire Blvd Suite 700

Beverly Hills, California 90212

+1 310-887-4441
2606.91 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Visit Website Get Directions
Nicholas Ciriello - RBC Wealth Management Financial Advisor
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Nicholas Ciriello - RBC Wealth Management Financial Advisor

9465 Wilshire Blvd Suite 700

Beverly Hills, California 90212

+1 310-887-4446
2606.91 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Complex Situations
Multi-state Experience
Cross-border Taxation
Visit Website Get Directions
OnPoint Financial Management
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OnPoint Financial Management

468 N Camden Dr Suite 251

Beverly Hills, California 90210

+1 323-243-9129
2607.08 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
Visit Website Get Directions
B. Moore Sports and Entertainment Wealth Management Group of Raymond James
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B. Moore Sports and Entertainment Wealth Management Group of Raymond James

9595 Wilshire Blvd #801

Beverly Hills, California 90212

+1 310-285-4500
2607.04 miles
5 / 5 (1 ratings)
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The Doll Wealth Management Group - Morgan Stanley
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The Doll Wealth Management Group - Morgan Stanley

9665 Wilshire Blvd #600

Beverly Hills, California 90212

+1 310-728-0002
2607.11 miles
5 / 5 (1 ratings)
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Visit Website Get Directions
Manor Ridge
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Manor Ridge

9800 Wilshire Blvd

Beverly Hills, California 90212

+1 310-773-3830
2607.4 miles
5 / 5 (1 ratings)
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Non-profits
Visit Website Get Directions
Raymond James & Associates
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Raymond James & Associates

9595 Wilshire Blvd #801

Beverly Hills, California 90212

+1 310-285-4500
2607.04 miles
5 / 5 (1 ratings)
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The Garemani Wealth Management Group - Morgan Stanley
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The Garemani Wealth Management Group - Morgan Stanley

9665 Wilshire Blvd #600

Beverly Hills, California 90212

+1 310-551-9433
2607.11 miles
5 / 5 (1 ratings)
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JDH Accounting
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JDH Accounting

370 S Doheny Dr

Beverly Hills, California 90211

+1 323-904-9186
2606.63 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Real Estate
Hospitality
Professional Services
QuickBooks
Xero
GAAP Compliance
Multi-state Experience
Remote Services
CPA License
Visit Website Get Directions
Robert A Housman Law Offices
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Robert A Housman Law Offices

702 N Bedford Dr

Beverly Hills, California 90210

+1 310-276-3550
2607.35 miles
5 / 5 (1 ratings)
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TKG Business Management
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TKG Business Management

433 N Camden Dr suite 730

Beverly Hills, California 90210

+1 310-777-0219
2607.11 miles
5 / 5 (1 ratings)
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Laffer & gottlieb
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Laffer & gottlieb

9454 Wilshire Blvd #920

Beverly Hills, California 90212

+1 310-274-7600
2606.86 miles
5 / 5 (1 ratings)
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Krupsky & Company, LLP
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Krupsky & Company, LLP

500 Cummings Center #3150

Beverly, Massachusetts 01915

+1 978-921-0500
0.71 miles
5 / 5 (1 ratings)
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Mike Grandmaison
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Mike Grandmaison

7 Federal St STE 21

Danvers, Massachusetts 01923

+1 978-777-6862
3.59 miles
5 / 5 (1 ratings)
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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.