1033 B Ave Suite 105
Coronado, California 92118
1733 National Ave
San Diego, California 92113
303 A St STE 400
San Diego, California 92101
2907 Shelter Island Dr Ste 105
San Diego, California 92106
1001 B Ave STE 217
Coronado, California 92118
2150 Fourth Ave
San Diego, California 92101
600 B St Suite 300
San Diego, California 92101
402 W Broadway
San Diego, California 92101
402 W Broadway Suite 400
San Diego, California 92101
2535 Kettner Blvd #3A1
San Diego, California 92101
119 E 8th St
National City, California 91950
550 W B St 4th Floor Ste 404
San Diego, California 92101
501 W Broadway Suite 800
San Diego, California 92101
402 W Broadway Suite 400
San Diego, California 92101
1744 Sixth Ave
San Diego, California 92101
3130 Fifth Ave Suites 5-6
San Diego, California 92103
2446 Imperial Ave
San Diego, California 92102
600 B St Suite 300
San Diego, California 92101
2305 Historic Decatur Rd Suite 100
San Diego, California 92106
2121 Fifth Ave #207
San Diego, California 92101
1212 28th St
San Diego, California 92102
1255 Scott St
San Diego, California 92106
600 W Broadway #600
San Diego, California 92101
1001 B Ave suite 320
Coronado, California 92118
880 National City Blvd
National City, California 91950
1350 Columbia St UNIT 703
San Diego, California 92101
1224 10th St Suite 210
Coronado, California 92118
550 W B St #223
San Diego, California 92101
2761 Teresita St
San Diego, California 92104
401 W A St #200
San Diego, California 92101
1111 Sixth Ave
San Diego, California 92101
401 B St UNIT 2300
San Diego, California 92101
2305 Historic Decatur Rd
San Diego, California 92106
1620 Fifth Ave Suite 110 Suite 1000
San Diego, California 92101
1322 Scott St
San Diego, California 92106
3033 Fifth Ave UNIT 425
San Diego, California 92103
350 Tenth Ave suite 1000
San Diego, California 92101
1050 Rosecrans St UNIT G
San Diego, California 92106
2741 Fourth Ave
San Diego, California 92103
750 B St suite 2230
San Diego, California 92101
550 W B St 4th Floor
San Diego, California 92101
402 W Broadway #2600
San Diego, California 92101
801 Orange Ave Ste 207
Coronado, California 92118
Imperial Bank Tower, 701 B St #1830
San Diego, California 92101
1635 Rosecrans St Suite B
San Diego, California 92106
3175 Juniper St
San Diego, California 92104
402 W Broadway #400
San Diego, California 92101
402 W Broadway Ste 1890
San Diego, California 92101
835 Fifth Ave #314
San Diego, California 92101
800 The Mark Ln #1708
San Diego, California 92101
600 B St Suite 300
San Diego, California 92101
402 W Broadway Suite 400
San Diego, California 92101
1842 Third Ave
San Diego, California 92101
600 W Broadway UNIT 2100
San Diego, California 92101
350 Tenth Ave #1000
San Diego, California 92101
555 W Beech St #458
San Diego, California 92101
501 W Broadway ste 1350
San Diego, California 92101
701 B St Suite 1650
San Diego, California 92101
701 B St 24th Floor
San Diego, California 92101
101 W Broadway UNIT 1800
San Diego, California 92101
101 W Broadway UNIT 1800
San Diego, California 92101
101 W Broadway
San Diego, California 92101
Union Bank of California Building, 525 B St
San Diego, California 92101
2140 Hoover Ave #115
National City, California 91950
600 W Broadway
San Diego, California 92101
501 W Broadway
San Diego, California 92101
311 Fourth Ave
San Diego, California 92101
1255 Scott St
San Diego, California 92106
655 W Broadway Suite 1000
San Diego, California 92101
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.