Best CPA's Nearby

CPA's in Concord

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TAXDEN
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TAXDEN

3375 Port Chicago Hwy Suite 44

Concord, California 94520

+1 888-994-9411
0.87 miles
4.5 / 5 (574 ratings)
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Avenir Mortgage Planners
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Avenir Mortgage Planners

140 Mayhew Way Suite 1000

Pleasant Hill, California 94523

+1 925-627-2111
3.42 miles
5 / 5 (154 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Real Estate
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Land Home Financial Services, Inc.
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Land Home Financial Services, Inc.

1355 Willow Way

Concord, California 94520

+1 800-241-5263
1.23 miles
4.5 / 5 (149 ratings)
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Insight Capital Management
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Insight Capital Management

1390 Willow Pass Rd Suite #960

Concord, California 94520

+1 925-362-9571
1.28 miles
5 / 5 (83 ratings)
Business Consulting
CFO Services
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Professional Services
Risk Management
Years of Practice
CPA License
In-person Support
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KPR & Associates LLP
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KPR & Associates LLP

2300 Contra Costa Blvd

Pleasant Hill, California 94523

+1 925-241-5823
2.9 miles
4.5 / 5 (46 ratings)
Accounting
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
Local Tax Credits
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Aqui Income Tax Service
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Aqui Income Tax Service

3135 Clayton Rd STE 205

Concord, California 94519

+1 925-499-2575
1.04 miles
5 / 5 (40 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks
Bilingual Services
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DiDonato, Wronnau, Abel, & Company, CPAs
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DiDonato, Wronnau, Abel, & Company, CPAs

200 Baker Ave

Concord, Massachusetts 01742

+1 978-341-4857
2650.35 miles
4.5 / 5 (32 ratings)
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API Accounting, Tax & Advisory, Inc.
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API Accounting, Tax & Advisory, Inc.

1001 Galaxy Way #205

Concord, California 94520

+1 925-827-2222
1.49 miles
5 / 5 (29 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
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Leonard and Associates, CPA PLLC
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Leonard and Associates, CPA PLLC

77 McCachern Blvd SE

Concord, North Carolina 28025

+1 704-786-9027
2284.79 miles
4.5 / 5 (23 ratings)
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DMJPS PLLC- Concord, NC
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DMJPS PLLC- Concord, NC

434 Copperfield Blvd NE UNIT A

Concord, North Carolina 28025

+1 704-786-8189
2283.12 miles
4 / 5 (24 ratings)
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Owl and Ore Wealth Planning
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Owl and Ore Wealth Planning

3478 Buskirk Ave # 1000

Pleasant Hill, California 94523

+1 925-719-9297
3.22 miles
5 / 5 (20 ratings)
Financial Advisory
High-net-worth Individuals
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Mt Diablo Tax Pros
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Mt Diablo Tax Pros

5356 Clayton Rd #211a

Concord, California 94521

+1 925-524-0918
4.61 miles
4.5 / 5 (21 ratings)
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Jason Wheeler - Mortgage Broker - C2 Financial
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Jason Wheeler - Mortgage Broker - C2 Financial

70 Doray Dr #14

Pleasant Hill, California 94523

+1 925-285-2172
2.31 miles
5 / 5 (19 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
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SOLUTIONS ACCOUNTING tax, and consulting llc
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SOLUTIONS ACCOUNTING tax, and consulting llc

1 Buffalo Ave NW #2203

Concord, North Carolina 28215

+1 704-918-4274
2283.93 miles
4.5 / 5 (19 ratings)
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Ginsberg Financial Strategies
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Ginsberg Financial Strategies

2950 Buskirk Ave #150

Walnut Creek, California 94597

+1 925-287-8400
3.93 miles
4.5 / 5 (20 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Real Estate
Years of Practice
CPA License
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Brent Herrera - Mutual of Omaha Advisor
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Brent Herrera - Mutual of Omaha Advisor

1390 Willow Pass Rd Suite 1040

Concord, California 94520

+1 925-238-9551
1.24 miles
5 / 5 (14 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
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Younce Accounting & Tax Group, LLC
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Younce Accounting & Tax Group, LLC

990 Lee-Ann Dr NE

Concord, North Carolina 28025

+1 704-784-9330
2283.03 miles
4 / 5 (15 ratings)
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GAMARRA, CPA INC. - TAX PREPARATION
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GAMARRA, CPA INC. - TAX PREPARATION

70 Doray Dr # 15A

Pleasant Hill, California 94523

+1 925-954-4441
2.32 miles
5 / 5 (11 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Startups
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
Contractors
Professional Services
Technology
QuickBooks
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License
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G3 Consultants, Inc.
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G3 Consultants, Inc.

1970 Concord Ave

Concord, California 94520

+1 925-265-4421
0.38 miles
4 / 5 (12 ratings)
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James B Corey Pa
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James B Corey Pa

104 Cabarrus Ave E

Concord, North Carolina 28025

+1 704-793-4707
2284.69 miles
4.5 / 5 (10 ratings)
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YMS Bookkeeping Services, Inc
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YMS Bookkeeping Services, Inc

712 Bancroft Rd #144

Walnut Creek, California 94598

+1 925-858-7560
3.73 miles
5 / 5 (9 ratings)
Bookkeeping
Payroll
Tax Preparation
Small Businesses
Educational Institutions
QuickBooks
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Christopher W Koch, CPA
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Christopher W Koch, CPA

2020 Bonifacio St

Concord, California 94520

+1 925-685-6003
0.25 miles
4.5 / 5 (8 ratings)
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Noori Financial Services Corp.
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Noori Financial Services Corp.

140 Gregory Ln Ste 275

Pleasant Hill, California 94523

+1 510-739-1055
2.86 miles
4 / 5 (8 ratings)
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SID Consulting Group
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SID Consulting Group

2075 Diamond Blvd Suite H-210

Concord, California 94520

+1 707-365-7730
1.48 miles
5 / 5 (6 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Real Estate
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Net Assets & Associates LLC
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Net Assets & Associates LLC

200 Gregory Ln Suite B201

Pleasant Hill, California 94523

+1 510-520-2707
2.9 miles
5 / 5 (6 ratings)
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Forrester's Accounting & Bookkeeping Services, LLC
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Forrester's Accounting & Bookkeeping Services, LLC

5356 Clayton Rd #215

Concord, California 94521

+1 925-852-8412
4.61 miles
4 / 5 (6 ratings)
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Hawkes Hastings & Aaron Accountancy Corp
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Hawkes Hastings & Aaron Accountancy Corp

2700 Ygnacio Valley Rd Ste 140

Walnut Creek, California 94598

+1 925-946-4141
3.97 miles
5 / 5 (4 ratings)
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JB Bookkeeping & Taxes
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JB Bookkeeping & Taxes

3075 Citrus Cir suite 103

Walnut Creek, California 94598

+1 925-826-5385
3.86 miles
5 / 5 (4 ratings)
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CV Tax Solutions Firm-
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CV Tax Solutions Firm-

1320 Willow Pass Rd Suite 600

Concord, California 94520

+1 925-727-7171
1.28 miles
5 / 5 (4 ratings)
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ALA Bookkeeping Services, Inc
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ALA Bookkeeping Services, Inc

3124 Clayton Rd

Concord, California 94519

+1 925-609-9900
1.03 miles
5 / 5 (4 ratings)
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Elizondo's Professional Services
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Elizondo's Professional Services

2800 Pleasant Hill Rd #220

Pleasant Hill, California 94523

+1 925-429-2982
3.48 miles
5 / 5 (4 ratings)
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Vitucci Integrated Planning
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Vitucci Integrated Planning

2890 N Main St #201

Walnut Creek, California 94596

+1 925-370-3750
4.14 miles
4 / 5 (4 ratings)
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Forney Accountancy
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Forney Accountancy

1973 Faye Ct

Pleasant Hill, California 94523

+1 925-323-2892
2.73 miles
4 / 5 (4 ratings)
Bookkeeping
Tax Preparation
Small Businesses
Individual Taxpayers
QuickBooks
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Edward Jones - Financial Advisor: Puja Markus, CFP®|ChFC®|AAMS®
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Edward Jones - Financial Advisor: Puja Markus, CFP®|ChFC®|AAMS®

3021 Citrus Cir Ste 275

Walnut Creek, California 94598

+1 925-935-1149
3.93 miles
5 / 5 (3 ratings)
Financial Statements
CFO Services
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
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Andrews Brenda L CPA
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Andrews Brenda L CPA

3478 Buskirk Ave Suite 1000

Pleasant Hill, California 94523

+1 925-827-1097
3.16 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Healthcare
Law Firms
QuickBooks
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Vale Tax & Accounting Services
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Vale Tax & Accounting Services

4180 Treat Blvd #C

Concord, California 94518

+1 925-483-2887
2.65 miles
5 / 5 (3 ratings)
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Jackson Downs Tsuruda
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Jackson Downs Tsuruda

1985 Bonifacio St #201

Concord, California 94520

+1 925-689-1360
0.26 miles
5 / 5 (3 ratings)
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LG Bookkeeping & Tax Services
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LG Bookkeeping & Tax Services

140 Mayhew Way suite 602

Pleasant Hill, California 94523

+1 925-363-3992
3.38 miles
5 / 5 (3 ratings)
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Beth W. Belk, PA
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Beth W. Belk, PA

845 Church St N Suite 308A

Concord, North Carolina 28025

+1 704-788-2162
2282.95 miles
5 / 5 (3 ratings)
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Destination Wealth Management
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Destination Wealth Management

1255 Treat Blvd #900

Walnut Creek, California 94597

+1 800-947-3864
4 miles
4.5 / 5 (3 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Susan Danzig LLC
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Susan Danzig LLC

1255 Treat Blvd # 300

Walnut Creek, California 94597

+1 925-954-1773
4 miles
5 / 5 (2 ratings)
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VLS - Integrity Bookkeeping & Accounting
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VLS - Integrity Bookkeeping & Accounting

+1 916-670-9668
0.91 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Outsourced Accounting
Small Businesses
QuickBooks
Remote Services
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Strand Boyce O'Shaughnessy, CPAs, Inc.
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Strand Boyce O'Shaughnessy, CPAs, Inc.

3480 Buskirk Ave

Pleasant Hill, California 94523

+1 925-934-1191
3.16 miles
5 / 5 (2 ratings)
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Multi-state Experience
Years of Practice
CPA License
In-person Support
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Mose Arlene K CPA
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Mose Arlene K CPA

367 Civic Dr # 12

Pleasant Hill, California 94523

+1 925-680-0110
2.42 miles
5 / 5 (2 ratings)
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Maze & Associates Accounting Corporation
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Maze & Associates Accounting Corporation

3478 Buskirk Ave #217

Pleasant Hill, California 94523

+1 925-228-2800
3.21 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Outsourced Accounting
Government Contractors
Non-profits
QuickBooks
NetSuite
GAAP Compliance
Internal Controls
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Fortune & Fortune, CPAs
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Fortune & Fortune, CPAs

2815 Mitchell Dr #104

Walnut Creek, California 94598

+1 925-676-2187
3.63 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
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Krutilla & Associates
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Krutilla & Associates

350 N Wiget Ln # 150

Walnut Creek, California 94598

+1 925-941-5440
3.7 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Real Estate
Construction
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Walsh & Associates, PC
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Walsh & Associates, PC

9 Pond Ln suite 5a-1

Concord, Massachusetts 01742

+1 978-369-2151
2649.2 miles
5 / 5 (2 ratings)
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Ledger Payroll
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Ledger Payroll

1355 Willow Way #261

Concord, California 94520

+1 855-533-4375
1.24 miles
4.5 / 5 (2 ratings)
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Schoenholz & Associates
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Schoenholz & Associates

1350 Treat Blvd # 280

Walnut Creek, California 94597

+1 925-939-3200
4.05 miles
4 / 5 (2 ratings)
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Senna Wealth Management Group - UBS Financial Services Inc.
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Senna Wealth Management Group - UBS Financial Services Inc.

1255 Treat Blvd # 1000

Walnut Creek, California 94597

+1 925-746-6337
4 miles
5 / 5 (1 ratings)
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Arbor Wealth Management
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Arbor Wealth Management

2700 Ygnacio Valley Rd STE 275

Walnut Creek, California 94598

+1 925-947-0900
3.97 miles
5 / 5 (1 ratings)
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MassMutual Northern California
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MassMutual Northern California

3003 Oak Rd # 250

Walnut Creek, California 94597

+1 925-979-2300
3.89 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Bilingual Services
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CSC Fiduciaries, Inc.
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CSC Fiduciaries, Inc.

2125 Oak Grove Rd #210

Walnut Creek, California 94598

+1 925-465-5500
3.71 miles
5 / 5 (1 ratings)
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Riky Hanan - Financial Advisor, Ameriprise Financial Services, LLC
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Riky Hanan - Financial Advisor, Ameriprise Financial Services, LLC

1277 Treat Blvd Ste 660

Walnut Creek, California 94597

+1 925-278-2550
4.02 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Cetera Retirement Plan Specialists
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Cetera Retirement Plan Specialists

2125 Oak Grove Rd

Walnut Creek, California 94598

+91 88892 60600
3.71 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Professional Services
SEC Reporting
Remote Services
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Van Kesteren Capital Management
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Van Kesteren Capital Management

1350 Treat Blvd 3rd Floor

Walnut Creek, California 94597

+1 925-233-4172
3.99 miles
5 / 5 (1 ratings)
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Spiegel Accountancy Corp.
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Spiegel Accountancy Corp.

2300 Contra Costa Blvd #425

Pleasant Hill, California 94523

+1 925-977-4000
2.92 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Mid-size Businesses
Large Enterprises
Real Estate
GAAP Compliance
Risk Management
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Deziree Bautista, CPA
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Deziree Bautista, CPA

+1 925-232-1098
2.12 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Outsourced Accounting
Small Businesses
Non-profits
Real Estate
Professional Services
QuickBooks
State-Specific Experience
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John Castaneda - Financial Advisor, Ameriprise Financial Services, LLC
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John Castaneda - Financial Advisor, Ameriprise Financial Services, LLC

1320 Willow Pass Rd Fl 6th

Concord, California 94520

+1 800-972-5914
1.25 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Multi-state Experience
Cross-border Taxation
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Philip Anthony Nunez Jr: Primerica - Financial Services
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Philip Anthony Nunez Jr: Primerica - Financial Services

1850 Gateway Blvd Suite 280

Concord, California 94520

+1 925-826-5974
0.81 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
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Dave Wilson - Financial Advisor, Ameriprise Financial Services, LLC
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Dave Wilson - Financial Advisor, Ameriprise Financial Services, LLC

101 Gregory Ln #36

Pleasant Hill, California 94523

+1 925-356-7600
2.8 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
High-net-worth Individuals
GAAP Compliance
SOX Compliance
Risk Management
Multi-state Experience
Cross-border Taxation
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Nurtured Wealth
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Nurtured Wealth

1255 Treat Blvd suite 300

Walnut Creek, California 94597

+1 925-287-9999
4.02 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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AddsVal CPAs & Advisory
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AddsVal CPAs & Advisory

395 Civic Dr Suite J

Pleasant Hill, California 94523

+1 925-884-8468
2.45 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
QuickBooks
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Nilesh Bajaria - Prudential Financial
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Nilesh Bajaria - Prudential Financial

140 Gregory Ln #170

Pleasant Hill, California 94523

+1 925-302-4011
2.86 miles
5 / 5 (1 ratings)
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
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
Technology
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Multi-state Experience
Cross-border Taxation
Remote Services
Bilingual Services
Years of Practice
CPA License
Visit Website Get Directions
ClearPath CFO Advisory
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ClearPath CFO Advisory

1255 Treat Blvd

Walnut Creek, California 94597

+1 925-315-7890
3.97 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
QuickBooks
GAAP Compliance
Multi-state Experience
Local Tax Credits
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Ken Rosen
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Ken Rosen

2300 Contra Costa Blvd

Pleasant Hill, California 94523

+1 925-941-6200
2.9 miles
5 / 5 (1 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
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Vertice Accounting Solutions
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Vertice Accounting Solutions

2855 Mitchell Dr ste 116

Walnut Creek, California 94598

+1 925-357-8279
3.67 miles
5 / 5 (1 ratings)
Bookkeeping
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Construction
Contractors
QuickBooks
GAAP Compliance
Multi-state Experience
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Jing & Company, an Accountancy Corp
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Jing & Company, an Accountancy Corp

3093 Citrus Cir #135

Walnut Creek, California 94598

+1 925-230-4000
3.81 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Non-profits
Real Estate
GAAP Compliance
State-Specific Experience
Multi-state Experience
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mark halversen
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mark halversen

140 Gregory Ln

Pleasant Hill, California 94523

+1 925-687-1040
2.85 miles
5 / 5 (1 ratings)
Payroll
Tax Preparation
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
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Totah's Tax Service
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Totah's Tax Service

4180 Treat Blvd Suite K

Concord, California 94518

+1 925-676-8349
2.67 miles
5 / 5 (1 ratings)
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Healy and Associates
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Healy and Associates

Concord Airport Plaza, 1200 Concord Ave # 250

Concord, California 94520

+1 925-603-0800
1.01 miles
5 / 5 (1 ratings)
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Volkar David CPA
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Volkar David CPA

2056 Colfax St

Concord, California 94520

+1 925-609-8227
0.29 miles
5 / 5 (1 ratings)
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Alcir's Bookkeeping Solutions
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Alcir's Bookkeeping Solutions

1079 Mohr Ln

Concord, California 94518

+1 925-305-0151
2.64 miles
5 / 5 (1 ratings)
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D'Ottavio & Associates, Inc.
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D'Ottavio & Associates, Inc.

1330 Arnold Dr

Martinez, California 94553

+1 925-387-0791
3.52 miles
5 / 5 (1 ratings)
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Hemming Morse LLC
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Hemming Morse LLC

1390 Willow Pass Rd #410

Concord, California 94520

+1 415-836-4000
1.24 miles
4 / 5 (1 ratings)
Business Consulting
Financial Advisory
Forensic Accounting
Mergers and Acquisitions
Government Contractors
Construction
Professional Services
Risk Management
SEC Reporting
Complex Situations
Multi-state Experience
Cross-border Taxation
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RGP LLP
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RGP LLP

3478 Buskirk Ave Suite #308

Pleasant Hill, California 94523

+1 925-954-0100
3.21 miles
4 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Small Businesses
Mid-size Businesses
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License
In-person Support
Visit Website Get Directions
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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.