Best CPA's Nearby

CPA's in Coronado

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Kory Kavanewsky

1033 B Ave Suite 105

Coronado, California 92118

0.51 miles
4.5 / 5 (288 ratings)
Business Consulting
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Real Estate

San Diego Taxman

1733 National Ave

San Diego, California 92113

1.97 miles
4.5 / 5 (181 ratings)
Bookkeeping
Tax Preparation
Small Businesses
Individual Taxpayers
Remote Services

RJS LAW

303 A St STE 400

San Diego, California 92101

2.67 miles
4.5 / 5 (115 ratings)
Audit
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting

United Debt Relief

2907 Shelter Island Dr Ste 105

San Diego, California 92106

4.53 miles
4.5 / 5 (73 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory

Indevia Accounting Inc. The Trusted Accounting Solution

1001 B Ave STE 217

Coronado, California 92118

0.51 miles
4.5 / 5 (63 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
Small Businesses
Restaurants
Hospitality
QuickBooks
Xero
Paychex

Dallo Law Group - Tax Law Firm

2150 Fourth Ave

San Diego, California 92101

3.3 miles
4.5 / 5 (46 ratings)
Audit
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
International Tax
Forensic Accounting
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License

Dimov Tax Specialists

600 B St Suite 300

San Diego, California 92101

2.66 miles
4.5 / 5 (41 ratings)
Bookkeeping
Audit
Payroll
Tax Preparation
Tax Planning
IRS Representation
International Tax
Forensic Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Expatriates
Foreign Nationals
Non-profits
Real Estate
QuickBooks
Xero
Multi-state Experience
Cross-border Taxation

Brotman Law

402 W Broadway

San Diego, California 92101

2.46 miles
4.5 / 5 (41 ratings)
Audit
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
High-net-worth Individuals
Real Estate
Healthcare
Professional Services
Technology
Law Firms
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation

San Diego Credit Repair Company

402 W Broadway Suite 400

San Diego, California 92101

2.46 miles
5 / 5 (36 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory

Serrano Bookkeeping

2535 Kettner Blvd #3A1

San Diego, California 92101

3.43 miles
4.5 / 5 (34 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Budgeting
Outsourced Accounting
Subscription Pricing
Small Businesses
Real Estate
Construction
Contractors
Professional Services
QuickBooks

Carrasco Group

119 E 8th St

National City, California 91950

3.76 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

Launch CPA

550 W B St 4th Floor Ste 404

San Diego, California 92101

2.58 miles
4.5 / 5 (27 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Small Businesses
Startups
Freelancers
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Remote Services
CPA License

Logan Tax Service

1879 Logan Ave

San Diego, California 92113

2.04 miles
4 / 5 (28 ratings)

Complete Controller San Diego, CA - Bookkeeping Service

501 W Broadway Suite 800

San Diego, California 92101

2.39 miles
5 / 5 (19 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Virtual CFO
Outsourced Accounting
Subscription Pricing
Small Businesses
High-net-worth Individuals
Startups
Non-profits
E-Commerce
Real Estate
Healthcare
Restaurants
Construction
Professional Services
Technology
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services
Years of Practice
CPA License

B & K Financial - Accounting & Tax Services

402 W Broadway Suite 400

San Diego, California 92101

2.46 miles
4.5 / 5 (18 ratings)
Bookkeeping
Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Freelancers
Individual Taxpayers
QuickBooks
Remote Services

CKYFS INC. (Chou Kuo Yu Fee Services)

1744 Sixth Ave

San Diego, California 92101

3.01 miles
4.5 / 5 (19 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
International Tax
Small Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
Non-profits
Real Estate
Restaurants
Professional Services
QuickBooks
Bilingual Services
Years of Practice
CPA License

Jennifer G Thomas, CPA an Accountancy Corporation

3130 Fifth Ave Suites 5-6

San Diego, California 92103

4.01 miles
5 / 5 (17 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Years of Practice
CPA License

Sandra A Lara Income Tax & Bookkeeping

2446 Imperial Ave

San Diego, California 92102

2.45 miles
4 / 5 (20 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation

kept.pro

600 B St Suite 300

San Diego, California 92101

2.66 miles
5 / 5 (16 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
E-Commerce
Real Estate
Technology
QuickBooks
GAAP Compliance
Remote Services

StrataTax

2305 Historic Decatur Rd Suite 100

San Diego, California 92106

4.58 miles
4.5 / 5 (15 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses

Paragon Accountants

2121 Fifth Ave #207

San Diego, California 92101

3.28 miles
5 / 5 (13 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Remote Services

Golden Hill Tax Solutions

1212 28th St

San Diego, California 92102

3.33 miles
4.5 / 5 (12 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience

After-Tax Wealth Management

1255 Scott St

San Diego, California 92106

4.5 miles
5 / 5 (11 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Daniel Shahmoradian, CFP - Financial Planner

600 W Broadway #600

San Diego, California 92101

2.46 miles
5 / 5 (11 ratings)

WealthChoice

1001 B Ave suite 320

Coronado, California 92118

0.5 miles
5 / 5 (11 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Professional Services
Law Firms
Risk Management
Multi-state Experience

South San Diego SBDC

880 National City Blvd

National City, California 91950

3.69 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

Addleman & Associates

1350 Columbia St UNIT 703

San Diego, California 92101

2.68 miles
4 / 5 (11 ratings)
Forensic Accounting

Westax

1224 10th St Suite 210

Coronado, California 92118

0.55 miles
4.5 / 5 (9 ratings)
Tax Preparation
Tax Planning
IRS Representation
QuickBooks

Bankers Hill Advisors Accountancy Corp

550 W B St #223

San Diego, California 92101

2.58 miles
5 / 5 (8 ratings)
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Healthcare
QuickBooks
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

The Financial Planning Company

2761 Teresita St

San Diego, California 92104

4.69 miles
5 / 5 (7 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Bookkeeping and Tax Pros

401 W A St #200

San Diego, California 92101

2.48 miles
5 / 5 (7 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Individual Taxpayers
QuickBooks

Steer Financial - Small Business Loans

1111 Sixth Ave

San Diego, California 92101

2.59 miles
5 / 5 (7 ratings)
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Restaurants
Hospitality
QuickBooks
Xero

Craig V. Castanos CPA

401 B St UNIT 2300

San Diego, California 92101

2.59 miles
4 / 5 (7 ratings)
Bookkeeping
Audit
Assurance
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Expatriates
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks
Xero
Bilingual Services

Freebird Financial LLC

2305 Historic Decatur Rd

San Diego, California 92106

4.58 miles
5 / 5 (6 ratings)

Van Ness CPA

2535 Kettner Blvd

San Diego, California 92101

3.45 miles
4 / 5 (6 ratings)

Punctual Payroll

1620 Fifth Ave Suite 110 Suite 1000

San Diego, California 92101

2.92 miles
4 / 5 (5 ratings)
Business Consulting
Payroll
Tax Preparation
Small Businesses

New Era CPAs

1322 Scott St

San Diego, California 92106

4.53 miles
5 / 5 (4 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Mergers and Acquisitions
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
Technology
Law Firms
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
Nexus Determination

Sahmel & Associates

3033 Fifth Ave UNIT 425

San Diego, California 92103

3.95 miles
5 / 5 (4 ratings)
Tax Preparation
Tax Planning

The Bookkeeper's Friend: The Pro Bookkeepers Network

350 Tenth Ave suite 1000

San Diego, California 92101

2.11 miles
5 / 5 (4 ratings)
Bookkeeping
Business Consulting
Payroll
Financial Advisory
Small Businesses
Mid-size Businesses
Large Enterprises
Professional Services
QuickBooks

Credence Payments

2074 Third Ave

San Diego, California 92101

3.24 miles
5 / 5 (4 ratings)

Alacritous Solutions

1050 Rosecrans St UNIT G

San Diego, California 92106

4.58 miles
5 / 5 (4 ratings)
Bookkeeping
Business Consulting
Payroll
Sales Tax Compliance
Small Businesses
QuickBooks
Remote Services

West Rhode & Roberts

2741 Fourth Ave

San Diego, California 92103

3.72 miles
5 / 5 (3 ratings)
Audit
Assurance
Tax Planning
Educational Institutions
Non-profits
Real Estate
Construction
GAAP Compliance
State-Specific Experience

365 Glacier Payments

1901 First Ave.

San Diego, California 92101

3.13 miles
5 / 5 (3 ratings)

Stirling Financial Group

750 B St suite 2230

San Diego, California 92101

2.68 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory

Legacy Park Advisors

750 B St UNIT 1220

San Diego, California 92101

2.69 miles
5 / 5 (2 ratings)

The Conscious Accounting Firm

550 W B St 4th Floor

San Diego, California 92101

2.58 miles
5 / 5 (2 ratings)

Wright Leonard

600 W Broadway #600

San Diego, California 92101

2.47 miles
5 / 5 (2 ratings)

RJ Patterson Group

402 W Broadway #2600

San Diego, California 92101

2.47 miles
5 / 5 (2 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

Edward Jones - Financial Advisor: Lee J Fox

801 Orange Ave Ste 207

Coronado, California 92118

0.7 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax

Holland Group Inc

Imperial Bank Tower, 701 B St #1830

San Diego, California 92101

2.63 miles
5 / 5 (2 ratings)

Sunset Cliffs Capital

1635 Rosecrans St Suite B

San Diego, California 92106

4.61 miles
5 / 5 (2 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Professional Services
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Bilingual Services

Weekley Consulting

3175 Juniper St

San Diego, California 92104

4.24 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Payroll
Sales Tax Compliance
Budgeting
Forecasting
Financial Advisory
Small Businesses
Real Estate
Restaurants
Hospitality
QuickBooks

IRS Tax Credit Pros Inc.

402 W Broadway #400

San Diego, California 92101

2.45 miles
5 / 5 (2 ratings)

Lauer, Georgatos, Covel, Devine & Feiles APC

402 W Broadway Ste 1890

San Diego, California 92101

2.46 miles
5 / 5 (2 ratings)

Stoel Rives LLP

501 W Broadway UNIT 2000

San Diego, California 92101

2.38 miles
4.5 / 5 (2 ratings)

Golden State CPAs

835 Fifth Ave #314

San Diego, California 92101

2.39 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Forensic Accounting

SAC Accounting

800 The Mark Ln #1708

San Diego, California 92101

2.24 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers

TOA Global

600 B St Suite 300

San Diego, California 92101

2.66 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
IRS Representation
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
Individual Taxpayers
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
Multi-state Experience
Remote Services

Nebulae Profit Solutions

402 W Broadway Suite 400

San Diego, California 92101

2.46 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
International Tax
GAAP Compliance
IFRS Compliance
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation

ProFiduciary, Inc

1842 Third Ave

San Diego, California 92101

3.07 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax

The Liddy Group - UBS Financial Services Inc.

600 W Broadway UNIT 2100

San Diego, California 92101

2.47 miles
5 / 5 (1 ratings)

Fleming & Associates, LLC

350 Tenth Ave #1000

San Diego, California 92101

2.11 miles
5 / 5 (1 ratings)
Financial Advisory
Risk Management

LPL Financial: Sanders Alvin

555 W Beech St #458

San Diego, California 92101

2.52 miles
5 / 5 (1 ratings)

Investment Placement Group

501 W Broadway ste 1350

San Diego, California 92101

2.4 miles
5 / 5 (1 ratings)
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Risk Management
SEC Reporting
Complex Situations
Multi-state Experience
Cross-border Taxation

Private Bank, Bank of America

701 B St Suite 1650

San Diego, California 92101

2.64 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Merrill Lynch Financial Advisor William Sparks

701 B St 24th Floor

San Diego, California 92101

2.63 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Multi-state Experience
Cross-border Taxation

Jane Fitzpatrick - Morgan Stanley

101 W Broadway UNIT 1800

San Diego, California 92101

2.39 miles
5 / 5 (1 ratings)

Carlos Vasquez - Morgan Stanley

101 W Broadway UNIT 1800

San Diego, California 92101

2.39 miles
5 / 5 (1 ratings)

Morgan Stanley: Oliver James

101 W Broadway

San Diego, California 92101

2.39 miles
5 / 5 (1 ratings)

Perpetum Consulting

Union Bank of California Building, 525 B St

San Diego, California 92101

2.62 miles
5 / 5 (1 ratings)
Business Consulting
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals

Springboard Home Loans (San Diego Branch Office)

2140 Hoover Ave #115

National City, California 91950

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

Northwestern Mutual - Robert Ekhaml

600 W Broadway

San Diego, California 92101

2.47 miles
5 / 5 (1 ratings)

Dolan Xitco Consulting Group

501 W Broadway

San Diego, California 92101

2.4 miles
5 / 5 (1 ratings)
Forensic Accounting

English Management Solutions

311 Fourth Ave

San Diego, California 92101

2 miles
5 / 5 (1 ratings)
Bookkeeping
Payroll
Tax Preparation
Sales Tax Compliance
Outsourced Accounting
Project-Based Engagements
Subscription Pricing
Small Businesses
QuickBooks
Remote Services

Nathan Medina Tax Services

1255 Scott St

San Diego, California 92106

4.49 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

Amy Melton - RBC Wealth Management Financial Advisor

655 W Broadway Suite 1000

San Diego, California 92101

2.36 miles
4 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
Years of Practice
CPA License

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.