99 S Almaden Blvd #600
San Jose, California 95113
Plaza West, 3031 Tisch Way Suite 110, #1079
San Jose, CA 95128
621 E Campbell Ave #19
Campbell, California 95008
3535 Ross Ave Ste 307
San Jose, California 95124
123 E San Carlos St #9
San Jose, California 95112
1475 S Bascom Ave #113
Campbell, California 95008
2542 S Bascom Ave STE 185
Campbell, California 95008
1 S Almaden Blvd Suite 700
San Jose, California 95113
115 Race St
San Jose, California 95126
4020 Moorpark Ave #109
San Jose, California 95117
2037 Rosswood Dr
San Jose, California 95124
Suite 100, 900 E Hamilton Ave
Campbell, California 95008
Plaza West, 3031 Tisch Way #110
San Jose, California 95128
1790 Winchester Blvd Suite #3
Campbell, California 95008
1475 S Bascom Ave UNIT 206
Campbell, California 95008
3031 Tisch Way
San Jose, California 95128
475 Alberto Way # 110
Los Gatos, California 95032
1101 S Winchester Blvd suite e-157
San Jose, California 95128
1211 Park Ave #100
San Jose, California 95126
111 N Market St #374
San Jose, California 95113
275 Saratoga Ave STE 108
Santa Clara, California 95050
51 E Campbell Ave
Campbell, California 95008
1777 Hamilton Ave #1000
San Jose, California 95125
20065 Stevens Creek Blvd B-1B
Cupertino, California 95014
256 E Hamilton Ave suite a
Campbell, California 95008
2959 Winchester Blvd #201
Campbell, California 95008
333 W Santa Clara St #604
San Jose, California 95113
51 E Campbell Ave # 124
Campbell, California 95008
1226 Lincoln Ave # 110
San Jose, California 95125
1155 Meridian Ave UNIT 207
San Jose, California 95125
236 N Santa Cruz Ave # 237
Los Gatos, California 95030
1570 The Alameda #217
San Jose, California 95126
PLAZA WEST, 3031 TISCH WAY 110, #1062
San Jose, CA 95128
1901 S Bascom Ave # 1410
Campbell, California 95008
236 N Santa Cruz Ave #240
Los Gatos, California 95030
15466 Los Gatos Blvd Suite 109210
Los Gatos, California 95032
333 W Santa Clara St #805
San Jose, California 95113
69 E Hamilton Ave
Campbell, California 95008
4595 Salina Dr
San Jose, California 95124
1475 S Bascom Ave #113
Campbell, California 95008
274 E Hamilton Ave ste a
Campbell, California 95008
1777 Hamilton Ave #1200
San Jose, California 95125
1262 Hamilton Ave # B
Campbell, California 95008
280 E Hamilton Ave Ste G
Campbell, California 95008
459 Monterey Ave #207
Los Gatos, California 95030
1901 S Bascom Ave suite 1500
Campbell, California 95008
3031 TISCH WAY, 110 PLAZA WEST SUITE 1062
San Jose, CA 95128
51 E Campbell Ave #400g
Campbell, California 95008
20 S Santa Cruz Ave #304
Los Gatos, California 95030
1936 Camden Ave
San Jose, California 95124
19925 Stevens Creek Blvd
Cupertino, California 95014
900 E Hamilton Ave #100
Campbell, California 95008
20065 Stevens Creek Blvd B-1B
Cupertino, California 95014
4675 Stevens Creek Blvd Suite #120
Santa Clara, California 95051
2247 Camden Ave
San Jose, California 95124
901 Campisi Way #120
Campbell, California 95008
10080 N Wolfe Rd suite sw3
Cupertino, California 95014
985 University Ave #8
Los Gatos, California 95032
1530 The Alameda
San Jose, California 95126
1999 S Bascom Ave Suite 700
Campbell, California 95008
S Bascom Ave #399-B
San Jose, California 95128
950 S Bascom Ave #2112
San Jose, California 95128
225 W Santa Clara St UNIT 1600
San Jose, California 95113
2059 Camden Ave #344
San Jose, California 95124
84 W Santa Clara St #700
San Jose, California 95113
3031 TISCH WAY, 110 PLAZA WEST SUITE 1062
San Jose, CA 95128
235 Oak Meadow Dr
Los Gatos, California 95032
84 W Santa Clara St #700
San Jose, California 95113
6178 Bollinger Rd suite 103
San Jose, California 95129
901 Campisi Way # 380
Campbell, California 95008
1999 S Bascom Ave 10 floor
Campbell, California 95008
1541 The Alameda
San Jose, California 95126
1213 Lincoln Ave UNIT 209
San Jose, California 95125
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
3880 S Bascom Ave #210
San Jose, California 95124
1975 Hamilton Ave
San Jose, California 95125
1276 Lincoln Ave UNIT 202
San Jose, California 95125
950 S Bascom Ave
San Jose, California 95128
4030 Moorpark Ave #245
San Jose, California 95117
1800 Hamilton Ave # 220
San Jose, California 95125
333 W Santa Clara St # 750
San Jose, California 95113
1602 The Alameda #100
San Jose, California 95126
111 W St John St #515
San Jose, California 95113
16185 Los Gatos Blvd #205
Los Gatos, California 95032
150 E Campbell Ave STE 201
Campbell, California 95008
1999 S Bascom Ave Suite 700
Campbell, California 95008
900 E Hamilton Ave #100
Campbell, California 95008
1999 S Bascom Ave Suite 700
Campbell, California 95008
1550 The Alameda UNIT 308
San Jose, California 95126
2007 W Hedding St Ste 209
San Jose, California 95128
987 University Ave # 6
Los Gatos, California 95032
987 University Ave # 6
Los Gatos, California 95032
5369 Camden Ave #200
San Jose, California 95124
1302 Lincoln Ave UNIT 205
San Jose, California 95125
225 W Santa Clara St UNIT 1600
San Jose, California 95113
1165 Lincoln Ave #330
San Jose, California 95125
1475 Saratoga Ave #200
San Jose, California 95129
1100 Lincoln Ave #241
San Jose, California 95125
16000 Los Gatos Blvd
Los Gatos, California 95032
16000 Los Gatos Blvd
Los Gatos, California 95032
1190 S Bascom Ave Suite 121
San Jose, California 95128
1625 The Alameda #601
San Jose, California 95126
50 W San Fernando St 16th Floor
San Jose, California 95113
1165 Lincoln Ave #8730
San Jose, California 95155
225 W Santa Clara St UNIT 1600
San Jose, California 95113
225 W Santa Clara St UNIT 1600
San Jose, California 95113
591 W Hamilton Ave Ste 110
Campbell, California 95008
591 W Hamilton Ave Ste 110
Campbell, California 95008
3031 TISCH WAY, 110 PLAZA WEST SUITE 1062
San Jose, CA 95128
1047 Lincoln Ave # 201
San Jose, California 95125
459 Monterey Ave #100
Los Gatos, California 95030
10080 N Wolfe Rd SW3-200
Cupertino, California 95014
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
1262 E Hamilton Ave
Campbell, California 95008
#100, 900 E Hamilton Ave
Campbell, California 95008
333 N Santa Cruz Ave
Los Gatos, California 95030
15466 Los Gatos Blvd #213
Los Gatos, California 95032
16450 Los Gatos Blvd # 207
Los Gatos, California 95032
15425 Los Gatos Blvd # 150
Los Gatos, California 95032
1637 Meridian Ave
San Jose, California 95125
1520 The Alameda #120
San Jose, California 95126
3190 S Bascom Ave #205
San Jose, California 95124
1101 S Winchester Blvd suite d-142
San Jose, California 95128
920 Saratoga Ave #100
San Jose, California 95129
84 W Santa Clara St #700
San Jose, California 95113
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.