1450 Iowa Ave Suite 200
Riverside, California 92507
415 W Valley Blvd Suite 12
Colton, California 92324
2627 S Waterman Ave E
San Bernardino, California 92408
22320 Barton Rd # D
Grand Terrace, California 92313
1855 Chicago Ave
Riverside, California 92507
473 E Carnegie Dr #200
San Bernardino, California 92408
22365 Barton Rd # 201
Grand Terrace, California 92313
1855 Chicago Ave
Riverside, California 92507
721 Nevada St STE 301A
Redlands, California 92373
1940 Orange Tree Ln #100
Redlands, California 92374
1855 Chicago Ave STE B
Riverside, California 92507
1881 Commercenter E Suite 214
San Bernardino, California 92408
1410 3rd St SUITE #10
Riverside, California 92507
1400 E Cooley Dr #108
Colton, California 92324
1902 Orange Tree Ln Suite 130
Redlands, California 92374
7801 River Gulch Rd
Riverside, California 92507
1845 Chicago Ave
Riverside, California 92507
1200 California St #220
Redlands, California 92374
1855 Chicago Ave
Riverside, California 92507
301 E. Vanderbilt Suite 208
San Bernardino, California 92408
1870 Mountain View Ave # 10
Loma Linda, California 92354
24662 Redlands Blvd
Loma Linda, California 92354
1254 S Waterman Ave # 4
San Bernardino, California 92408
1421 E Cooley Dr ste 7
Colton, California 92324
202 E Airport Dr #110/155
San Bernardino, California 92408
1012 E Cooley Dr STE A
Colton, California 92324
1887 Business Center Dr S STE 4A
San Bernardino, California 92408
823 N La Cadena Dr
Colton, California 92324
1887 Business Center Dr S STE 3B
San Bernardino, California 92408
1855 Chicago Ave
Riverside, California 92507
1845 Chicago Ave
Riverside, California 92507
1855 Chicago Ave STE B
Riverside, California 92507
2068 Orange Tree Ln #100
Redlands, California 92374
803 N La Cadena Dr
Colton, California 92324
1855 Chicago Ave
Riverside, California 92507
1740 E Washington St
Colton, California 92324
336 N La Cadena Dr
Colton, California 92324
1788 University Ave
Riverside, California 92507
645 N La Cadena Dr
Colton, California 92324
735 E Carnegie Dr
San Bernardino, California 92408
1264 S Waterman Ave # 18
San Bernardino, California 92408
473 E Carnegie Dr #200
San Bernardino, California 92408
1855 Chicago Ave
Riverside, California 92507
1980 Orange Tree Ln
Redlands, California 92374
25655 Redlands Blvd ste d
Loma Linda, California 92354
1007 E Cooley Dr Suite 117
Colton, California 92324
37 Dart St
Loma Linda, California 92354
1915 W Redlands Blvd Suite 104
Redlands, California 92373
1062 W Citrus St
Colton, California 92324
1901 Orange Tree Ln #230
Redlands, California 92374
1855 Chicago Ave
Riverside, California 92507
1855 Chicago Ave
Riverside, California 92507
420 E Hospitality Ln STE A-3
San Bernardino, California 92408
1514 S D St
San Bernardino, California 92408
1533 Spruce St STE 240
Riverside, California 92507
1860 Chicago Ave STE G19
Riverside, California 92507
632 W Valley Blvd Suite 103
Colton, California 92324
1918 Business Center Dr S Suite 200
San Bernardino, California 92408
288 N La Cadena Dr
Colton, California 92324
1855 Chicago Ave STE C
Riverside, California 92507
721 Nevada St STE 301
Redlands, California 92373
721 Nevada St Suite 301
Redlands, California 92373
1400 E Cooley Dr #108
Colton, California 92324
1855 Chicago Ave
Riverside, California 92507
1855 Chicago Ave
Riverside, California 92507
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.