Best CPA's Nearby

CPA's in Chula Vista

Search and Find Top Reviewed CPA's Near You

Locations Map

American Consumer Credit Counseling, Inc.

333 H St Suite 5000

Chula Vista, California 91910

0.58 miles
4.5 / 5 (550 ratings)
Tax Preparation
Tax Planning
Budgeting
Financial Advisory

CHULA VISTA CPA | TAX CPA

1550 Broadway suite L

Chula Vista, California 91911

2.7 miles
4.5 / 5 (228 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Restaurants
Hospitality
Construction
Automotive
Logistics
State-Specific Experience
Cross-border Taxation
Bilingual Services
CPA License

The Law Office of Giovanna Gallo

468 Third Ave

Chula Vista, California 91910

0.59 miles
4.5 / 5 (235 ratings)
Tax Preparation
Tax Planning
IRS Representation
International Tax
Cross-border Taxation
Bilingual Services

Genius Tax

217 Church Ave

Chula Vista, California 91910

0.85 miles
4.5 / 5 (109 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services
In-person Support

Premium Services

1064 Broadway

Chula Vista, California 91911

1.96 miles
4 / 5 (104 ratings)

Espinoza Services, Inc.

720 Palm Ave

National City, California 91950

3.3 miles
4.5 / 5 (102 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Freelancers
Individual Taxpayers
Bilingual Services

Utopia Property Management | Chula Vista, CA

750 Otay Lakes Rd #2012

Chula Vista, California 91910

3.89 miles
4.5 / 5 (84 ratings)

360 Bookkeeping + Tax Solutions

2560 Catamaran Way

Chula Vista, California 91914

6.57 miles
5 / 5 (76 ratings)
Bookkeeping
Payroll
Tax Preparation
IRS Representation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks

B&U taxes and more

470 Third Ave #7

Chula Vista, California 91910

0.59 miles
4.5 / 5 (68 ratings)
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services
Years of Practice

Greg Martinez CPA, Inc.

2566 Catamaran Way

Chula Vista, California 91914

6.58 miles
4.5 / 5 (59 ratings)

Credit Corner

2571 Mast Way

Chula Vista, California 91914

6.55 miles
5 / 5 (52 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Forensic Accounting
Real Estate

Neves Tax

739 Agua Vista Dr

Chula Vista, California 91914

7.62 miles
4.5 / 5 (48 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Expatriates
Individual Taxpayers
Government Contractors
Real Estate
Multi-state Experience
Cross-border Taxation
Remote Services
Years of Practice

CRM Financial Services

36 N Euclid Ave Suite 104

National City, California 91950

3.81 miles
4.5 / 5 (45 ratings)

Hallmark Financial

1405 Cathedral Oaks Rd

Chula Vista, California 91913

4.35 miles
4.5 / 5 (42 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
Xero

Global Tax 360 & Consulting Services LLC

529 3rd Ave

Chula Vista, California 91910

0.56 miles
4.5 / 5 (36 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
Bilingual Services
Years of Practice
CPA License

AOPTA The Property Tax Experts, LLC

2434 Fenton St Bldg 300

Chula Vista, California 91914

6.52 miles
4.5 / 5 (36 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits

YD Tax and Immigration Services

355 3rd Ave Suite 106

Chula Vista, California 91910

0.65 miles
5 / 5 (34 ratings)

D'Ruiz Services

1680 Broadway suite d

Chula Vista, California 91911

2.91 miles
4.5 / 5 (34 ratings)
Tax Preparation
IRS Representation
Bilingual Services

Silva Tax Group

355 3rd Ave Suite 106

Chula Vista, California 91910

0.65 miles
5 / 5 (32 ratings)

Carrasco Group

119 E 8th St

National City, California 91950

3.48 miles
4 / 5 (35 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Small Businesses
Individual Taxpayers
Non-profits
Automotive
QuickBooks
GAAP Compliance
Internal Controls
Multi-state Experience
Bilingual Services
CPA License
In-person Support

Sainz Tax Solutions

730 Broadway #301

Chula Vista, California 91910

1.49 miles
4.5 / 5 (31 ratings)
Audit
Tax Preparation

RFA Financial Center / Office of Ricardo F Alvarez EA

1671 Palm Ave

San Diego, California 92154

4.08 miles
4.5 / 5 (31 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Local Tax Credits
Bilingual Services
Years of Practice
In-person Support

Ielul Martinez Tax Services

642 3rd Ave

Chula Vista, California 91910

0.69 miles
4 / 5 (30 ratings)
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience
Multi-state Experience

JRG TAX SERVICE

4045 Bonita Rd

Bonita, California 91902

2.22 miles
5 / 5 (25 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

Koala Financial and Bonita Tax Service

5012 Central Ave suite j

Bonita, California 91902

3.4 miles
4.5 / 5 (24 ratings)

Stone Republic Tax Services

1635 Sweetwater Rd C2

National City, California 91950

1.93 miles
4.5 / 5 (24 ratings)
Bookkeeping
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience
Bilingual Services
In-person Support

Blanco Tax Law & Accounting

265 E St Suite E

Chula Vista, California 91910

0.9 miles
4.5 / 5 (23 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Expatriates
Foreign Nationals
Individual Taxpayers
Non-profits
Real Estate
Professional Services
QuickBooks

MG Income Tax

728 E 8th St

National City, California 91950

3.35 miles
5 / 5 (21 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice
In-person Support

JB's Income Tax & Notary Service

1341 E 8th St # E

National City, California 91950

3.32 miles
4.5 / 5 (21 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services

HPS Income Tax

1105 Broadway # 204

Chula Vista, California 91911

1.99 miles
4 / 5 (24 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
IRS Representation

American Profit Consulting

C27a, 310 3rd Ave

Chula Vista, California 91910

0.75 miles
5 / 5 (19 ratings)
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Project-Based Engagements
Subscription Pricing
Small Businesses
Mid-size Businesses
Startups
Restaurants
Hospitality
Professional Services
Manufacturing
Technology
QuickBooks
Xero
GAAP Compliance
Internal Controls
Risk Management
State-Specific Experience
Multi-state Experience
Local Tax Credits
Nexus Determination
Remote Services
Bilingual Services
Years of Practice
CPA License

RightNow Tax Solutions

4370 Palm Ave # G

San Diego, California 92154

3.99 miles
5 / 5 (19 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Bilingual Services

Mission Tax

Chula Vista, California 91910

0.58 miles
4.5 / 5 (18 ratings)
Accounting
Tax Preparation
International Tax
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services
Years of Practice

Bonilla Accounting Firm

330 Oxford St UNIT 100

Chula Vista, California 91911

1.86 miles
4 / 5 (18 ratings)
Accounting
Audit
Business Consulting
Payroll
Tax Preparation
IRS Representation
Forensic Accounting
Small Businesses
Individual Taxpayers
QuickBooks

ORANGE TAX & REG

1445 3rd Ave a1

Chula Vista, California 91911

2.42 miles
4 / 5 (17 ratings)
Payroll
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Multi-state Experience
Bilingual Services

Ibarra Carrillo Soto CPAs + Advisors

310 3rd Ave Ste A28

Chula Vista, California 91910

0.77 miles
4.5 / 5 (13 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Hospitality
Construction
Manufacturing
GAAP Compliance
Multi-state Experience
Cross-border Taxation
Remote Services
Bilingual Services

Chula Vista Notary & Tax Services

230 Glover Ave #K

Chula Vista, California 91910

1.02 miles
4.5 / 5 (13 ratings)
Bookkeeping
Tax Preparation
Small Businesses
Individual Taxpayers
QuickBooks

Espinoza & Molina, Corp

807 Anchorage Pl

Chula Vista, California 91914

6.56 miles
5 / 5 (12 ratings)
Tax Preparation
Tax Planning
IRS Representation
International Tax
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
Cross-border Taxation

RobinStar Tax Consultants, Inc.

1251 3rd Ave UNIT 103

Chula Vista, California 91911

1.96 miles
5 / 5 (12 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
Professional Services
QuickBooks

RedDeskTax / Bookkeeping / Payroll

353 3rd Ave #202

Chula Vista, California 91910

0.66 miles
5 / 5 (12 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Bilingual Services

Mc Tax Solutions

713 Broadway # A

Chula Vista, California 91910

1.43 miles
4.5 / 5 (13 ratings)

Ramirez & Associates CPA

863 Bowsprit Rd Suite 103

Chula Vista, California 91914

6.46 miles
4.5 / 5 (12 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Healthcare
Professional Services

Tax & Financial, Inc.

2535 Windward Way

Chula Vista, California 91914

6.54 miles
4 / 5 (12 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience

South San Diego SBDC

880 National City Blvd

National City, California 91950

3.47 miles
4 / 5 (12 ratings)
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Startups
Government Contractors
Non-profits
Real Estate
Healthcare
Restaurants
Professional Services
Technology
QuickBooks
Multi-state Experience
Bilingual Services

Bullen, Ruch & Neller LLC

345 F St #175

Chula Vista, California 91910

0.85 miles
4 / 5 (10 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Non-profits
Real Estate
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice
In-person Support

Hernandez Tax Services

1385 Broadway

Chula Vista, California 91911

2.52 miles
4.5 / 5 (9 ratings)

Atlantic Administrative Services

247 3rd Ave ste f

Chula Vista, California 91910

0.83 miles
4 / 5 (10 ratings)

Walter Lacayo Business Services

2638 Main St ste g

Chula Vista, California 91911

2.95 miles
5 / 5 (8 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Entity Structuring
International Tax
Small Businesses
Mid-size Businesses
Non-profits
QuickBooks
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Bilingual Services

Ordel & Ordel

925 Hale Pl # A5

Chula Vista, California 91914

6.21 miles
4 / 5 (9 ratings)

Professional Tax Group

569 3rd Ave

Chula Vista, California 91910

0.59 miles
4 / 5 (9 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Primo Personal Loans

6926 Paradise Valley Rd #33

San Diego, California 92114

3.84 miles
4.5 / 5 (8 ratings)

Robert Allen Mcclinton: Primerica - Financial Services

690 Otay Lakes Rd STE 105

Chula Vista, California 91910

3.75 miles
4 / 5 (9 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Insurance Agencies

Campco Tax Inc

3142 E Plaza Blvd h

National City, California 91950

3.14 miles
4.5 / 5 (8 ratings)
Accounting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Bilingual Services

Turner Accountancy

355 K St STE F

Chula Vista, California 91911

1.03 miles
4.5 / 5 (8 ratings)
Bookkeeping
Accounting
Tax Preparation
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Remote Services

Ameritaxpro

815 3rd Ave #219

Chula Vista, California 91911

0.97 miles
5 / 5 (7 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience

Millenia Tax

2571 Mast Way

Chula Vista, California 91914

6.55 miles
5 / 5 (7 ratings)

The Godfather Services

659 3rd Ave e

Chula Vista, California 91910

0.69 miles
5 / 5 (6 ratings)
Tax Preparation
Bilingual Services

HNK, CPAs

923 Seacoast Dr

Imperial Beach, California 91932

5.44 miles
4 / 5 (6 ratings)
Bookkeeping
Accounting
Audit
Financial Statements
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
QuickBooks

Gold Path Investment Group, LLC

2298 Dragonfly St

Chula Vista, California 91915

6.61 miles
4 / 5 (6 ratings)
Business Consulting
CFO Services
Tax Planning
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
High-net-worth Individuals
Risk Management

JB's Professional Services LLC

1341 E 8th St

National City, California 91950

3.32 miles
5 / 5 (5 ratings)

LincolnFin Corp

2281 Green River Dr

Chula Vista, California 91915

6.22 miles
5 / 5 (5 ratings)
Real Estate

IGA Tax & Accounting

945 Otay Lakes Rd #j

Chula Vista, California 91913

4.43 miles
4 / 5 (5 ratings)

Aguilera & Associates Bookkeeping & Tax Services

629 3rd Ave Suite K-2

Chula Vista, California 91910

0.65 miles
5 / 5 (4 ratings)

Gusmao Income Tax

992 Yosemite Dr

Chula Vista, California 91914

6.86 miles
5 / 5 (4 ratings)
Tax Preparation
Tax Planning
IRS Representation
International Tax
Small Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
Remote Services
Bilingual Services

JFC Tax & Accounting Services

681 E J St

Chula Vista, California 91910

2.04 miles
4 / 5 (4 ratings)

A Smart Tax Services

737 3rd Ave f

Chula Vista, California 91910

0.82 miles
5 / 5 (3 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Bilingual Services
In-person Support

Cris Aguirre: Primerica - Financial Services

333 H St Suite 5000

Chula Vista, California 91910

0.58 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Fimbres Consulting Group

805 Bowsprit Rd

Chula Vista, California 91914

6.46 miles
5 / 5 (2 ratings)

My Tax Settlement

4364 Bonita Rd #11

Chula Vista, California 91902

2.55 miles
5 / 5 (2 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation

Affordable Bookkeeping Solutions

2657 Fenton Pl

National City, California 91950

2.25 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks

MG Business & Tax Service

124 E 30th St D

National City, California 91950

2.22 miles
5 / 5 (1 ratings)
Bookkeeping
Payroll
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
Years of Practice
CPA License
In-person Support

Rudolfo Tcruz - Prudential Financial

642 3rd Ave suite d

Chula Vista, California 91910

0.69 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Remote Services
Bilingual Services
Years of Practice
CPA License

Prime Business Consulting

2638 Main Court

Chula Vista, California 91911

2.95 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Entity Structuring
International Tax
Small Businesses
Mid-size Businesses
Non-profits
QuickBooks
Cross-border Taxation
Remote Services
Bilingual Services

Springboard Home Loans (San Diego Branch Office)

2140 Hoover Ave #115

National City, California 91950

2.79 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate

Karla Zertuche, Enrolled Agent

310 3rd Ave Suite C-22

Chula Vista, California 91910

0.77 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Bilingual Services

Castaneda Tax & Financial

4190 Bonita Rd UNIT 209

Bonita, California 91902

2.37 miles
5 / 5 (1 ratings)

EQ QUIROZ TAX SERVICE.

1550 Broadway suite h

Chula Vista, California 91911

2.7 miles
5 / 5 (1 ratings)

zaman analytics

1628 Moonbeam Ln

Chula Vista, California 91915

6.36 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Financial Advisory

Bank of America ATM (Drive-thru)

4420 Bonita Rd

Bonita, California 91902

2.65 miles
4 / 5 (1 ratings)
Bookkeeping
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax

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.