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CPA's in Cypress

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Processing Assist, Inc.
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Processing Assist, Inc.

12235 Beach Blvd #209

Stanton, California 90680

+1 855-200-9214
3.37 miles
4.5 / 5 (1065 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
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eTax Services Inc
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eTax Services Inc

2516 W Lincoln Ave

Anaheim, California 92801

+1 714-527-3829
3.73 miles
4.5 / 5 (542 ratings)
Bookkeeping
Tax Preparation
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
Multi-state Experience
Remote Services
Years of Practice
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CLS Financial
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CLS Financial

4450 W Cerritos Ave

Los Alamitos, California 90720

+1 562-594-6884
1.26 miles
4.5 / 5 (153 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Xero
State-Specific Experience
Multi-state Experience
Local Tax Credits
Nexus Determination
Remote Services
Years of Practice
CPA License
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SAPPHIRE ESCROW, INC.
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SAPPHIRE ESCROW, INC.

17100 Pioneer Blvd # 110

Artesia, California 90701

+1 562-455-2800
4.76 miles
5 / 5 (129 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Real Estate
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LBS Financial Credit Union
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LBS Financial Credit Union

11239 183rd St

Cerritos, California 90703

+1 800-527-3328
4.72 miles
4.5 / 5 (118 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
GAAP Compliance
State-Specific Experience
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American Prime Lending
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American Prime Lending

18000 Studebaker Rd # 700

Cerritos, California 90703

+1 888-852-9608
4.94 miles
4.5 / 5 (72 ratings)
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Reform Alliance LLC
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Reform Alliance LLC

6 Centerpointe Dr suite 700 739

La Palma, California 90623

+1 800-488-0172
2.9 miles
5 / 5 (67 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
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Valiante Tax and Financial Management
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Valiante Tax and Financial Management

12842 Valley View St #104

Garden Grove, California 92845

+1 714-710-3424
2.9 miles
4.5 / 5 (65 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
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Tax Alchemy
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Tax Alchemy

4 Centerpointe Dr

La Palma, California 90623

+1 714-942-4972
2.87 miles
4.5 / 5 (34 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
High-net-worth Individuals
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Tax Law Office of Jayson M. Aquino, CPA, Esq.
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Tax Law Office of Jayson M. Aquino, CPA, Esq.

12881 Knott St #221

Garden Grove, California 92841

+1 714-589-2121
3.36 miles
4.5 / 5 (24 ratings)
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RCD Capital LLC
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RCD Capital LLC

18021 Norwalk Blvd Suite 209

Artesia, California 90701

+1 800-369-7009
3.95 miles
4.5 / 5 (24 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Real Estate
Construction
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Techno Tax & Consulting Services
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Techno Tax & Consulting Services

9716 Bloomfield St

Cypress, California 90630

+1 714-602-6540
1.57 miles
4.5 / 5 (24 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
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HASSAN RASHWAN, CPA
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HASSAN RASHWAN, CPA

2424 W Ball Rd SUITE X

Anaheim, California 92804

+1 626-905-7412
3.81 miles
4.5 / 5 (21 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
QuickBooks
Multi-state Experience
CPA License
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AT&A American Tax and Accounting Services
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AT&A American Tax and Accounting Services

2601 W Ball Rd Suite 201

Anaheim, California 92804

+1 714-209-2777
3.44 miles
4.5 / 5 (20 ratings)
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The Kington Group
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The Kington Group

9222 Walker St

Cypress, California 90630

+1 714-995-6995
0.71 miles
4.5 / 5 (19 ratings)
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Multi-state Experience
Remote Services
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OC FINANCIAL SERVICES
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OC FINANCIAL SERVICES

2330 W Valencia Dr

Fullerton, California 92833

+1 714-626-0558
5.08 miles
4 / 5 (20 ratings)
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BBS, Inc
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BBS, Inc

5836 Corporate Ave Suite 130

Cypress, California 90630

+1 714-892-2233
0.82 miles
4.5 / 5 (17 ratings)
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Aaa Tax Group
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Aaa Tax Group

6330 Lincoln Ave

Cypress, California 90630

+1 714-818-8678
1.2 miles
4.5 / 5 (17 ratings)
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Profit Pad Remote Bookkeeping & Payroll
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Profit Pad Remote Bookkeeping & Payroll

8585 Katella Ave

Stanton, California 90680

+1 323-515-3961
3.2 miles
5 / 5 (16 ratings)
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Fidelity Investments
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Fidelity Investments

12201 Seal Beach Blvd

Seal Beach, California 90740

+1 800-544-7558
3.1 miles
4 / 5 (17 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation
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Marielle Sauler Calara: Primerica - Financial Services
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Marielle Sauler Calara: Primerica - Financial Services

4431 Corporate Center Dr STE 101

Los Alamitos, California 90720

+1 707-290-1576
1.3 miles
5 / 5 (14 ratings)
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Certified Taxes LLC
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Certified Taxes LLC

+1 562-686-2512
1.24 miles
5 / 5 (12 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
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Gus Tonsay: Primerica - Financial Services
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Gus Tonsay: Primerica - Financial Services

5252 Orange Ave UNIT 211

Cypress, California 90630

+1 562-363-5529
0.5 miles
5 / 5 (12 ratings)
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Reuben Perez Medina: Primerica - Financial Services
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Reuben Perez Medina: Primerica - Financial Services

4431 Corporate Center Dr STE 101

Los Alamitos, California 90720

+1 310-818-9307
1.3 miles
5 / 5 (11 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Bilingual Services
Years of Practice
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The Financial Game Planner
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The Financial Game Planner

+1 323-544-3636
1.24 miles
5 / 5 (9 ratings)
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Victor Busi Romero: Primerica - Financial Services
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Victor Busi Romero: Primerica - Financial Services

5252 Orange Ave UNIT 211

Cypress, California 90630

+1 951-210-3892
0.5 miles
5 / 5 (9 ratings)
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Accurate Accounting & Tax Services
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Accurate Accounting & Tax Services

6885 Western Ave Ste. S

Buena Park, California 90621

+1 714-522-6501
3.49 miles
4 / 5 (11 ratings)
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United Cpa
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United Cpa

5241 Lincoln Ave C2

Cypress, California 90630

+1 714-220-9111
1.01 miles
5 / 5 (7 ratings)
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FCA Insurance Services Inc CA-License# OE86550
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FCA Insurance Services Inc CA-License# OE86550

4132 Katella Ave UNIT 202

Los Alamitos, California 90720

+1 714-239-1100
1.78 miles
4 / 5 (7 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
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Vtax Business Services
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Vtax Business Services

12881 Knott St #222

Garden Grove, California 92841

+1 714-489-5562
3.36 miles
5 / 5 (6 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Sales Tax Compliance
Financial Advisory
Small Businesses
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Dan The Reverse Mortgage Man
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Dan The Reverse Mortgage Man

13217 South St

Cerritos, California 90703

+1 562-618-4993
2.99 miles
5 / 5 (6 ratings)
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Chris Legaspi: Primerica - Financial Services
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Chris Legaspi: Primerica - Financial Services

17150 Norwalk Blvd Ste 103

Cerritos, California 90703

+1 714-618-4722
4.45 miles
4.5 / 5 (6 ratings)
Tax Planning
Financial Advisory
Insurance Agencies
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PGM Consulting
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PGM Consulting

+1 714-309-8858
1.24 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Outsourced Accounting
Small Businesses
Mid-size Businesses
Healthcare
Professional Services
Logistics
QuickBooks
Internal Controls
Remote Services
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Remedios Manzanilla: Primerica - Financial Services
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Remedios Manzanilla: Primerica - Financial Services

18327 Gridley Rd STE K

Cerritos, California 90703

+1 562-677-4716
4.55 miles
5 / 5 (5 ratings)
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Seth Jeremy Silberstein: Primerica - Financial Services
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Seth Jeremy Silberstein: Primerica - Financial Services

17785 Center Ct Dr N SUITE 185

Cerritos, California 90703

+1 562-584-4080
3.79 miles
5 / 5 (5 ratings)
Tax Planning
Financial Advisory
Insurance Agencies
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Eric Garcia: Primerica - Financial Services
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Eric Garcia: Primerica - Financial Services

18327 Gridley Rd STE K

Cerritos, California 90703

+1 714-899-2800
4.55 miles
5 / 5 (5 ratings)
Tax Preparation
Tax Planning
Financial Advisory
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Travis Le Tax - American Smart Tax
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Travis Le Tax - American Smart Tax

8942 Garden Grove Blvd #207

Garden Grove, California 92844

+1 657-667-2232
4.63 miles
4 / 5 (5 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
CPA License
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A&R Income Tax
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A&R Income Tax

6101 Ball Rd Suite 208

Cypress, California 90630

+1 714-527-3469
0.55 miles
4 / 5 (5 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
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Waldman Tax
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Waldman Tax

7861 Valley View St

La Palma, California 90623

+1 714-228-9978
2.09 miles
4 / 5 (5 ratings)
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Dustin Hofland & Myriam Padilla | Seal Beach Branch
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Dustin Hofland & Myriam Padilla | Seal Beach Branch

1910 St Andrews Dr

Seal Beach, California 90740

+1 562-594-4444
4.6 miles
5 / 5 (4 ratings)
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Sidhom Nazih
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Sidhom Nazih

6101 Ball Rd

Cypress, California 90630

+1 714-220-1234
0.55 miles
5 / 5 (3 ratings)
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Cherie Jones & Associates
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Cherie Jones & Associates

12842 Valley View St #104

Garden Grove, California 92845

+1 714-248-9050
2.9 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services
Years of Practice
In-person Support
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Yap & Little Inc
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Yap & Little Inc

6711 Katella Ave # 200

Cypress, California 90630

+1 714-503-6212
1.55 miles
5 / 5 (3 ratings)
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Internal Controls
State-Specific Experience
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JJ Global Investment
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JJ Global Investment

9192 Garden Grove Blvd ste b

Garden Grove, California 92844

+1 714-823-3553
4.79 miles
5 / 5 (3 ratings)
Estate and Trust Tax
International Tax
Expatriates
Foreign Nationals
Individual Taxpayers
Bilingual Services
In-person Support
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MGM Financial Group Inc
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MGM Financial Group Inc

6 Centerpointe Dr #700

La Palma, California 90623

+1 562-946-6636
2.9 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Professional Services
Years of Practice
CPA License
Visit Website Get Directions
Excellent Financial Service
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Excellent Financial Service

10600 Western Ave #59

Stanton, California 90680

+1 909-343-7377
2.09 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
Freelancers
Individual Taxpayers
Contractors
QuickBooks
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Tonia Poe: Primerica - Financial Services
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Tonia Poe: Primerica - Financial Services

18732 Corby Ave UNIT B

Artesia, California 90701

+1 562-263-6157
3.98 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory
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Maven Group Investment Strategies - Cerritos Office
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Maven Group Investment Strategies - Cerritos Office

17777 Center Ct Dr S #600

Cerritos, California 90703

+1 949-569-9559
3.84 miles
5 / 5 (3 ratings)
Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
High-net-worth Individuals
Multi-state Experience
Cross-border Taxation
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Dave Abog: Primerica - Financial Services
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Dave Abog: Primerica - Financial Services

4431 Corporate Center Dr STE 101

Los Alamitos, California 90720

+1 562-222-9212
1.3 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
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Psychic Advisor of Stanton
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Psychic Advisor of Stanton

10881 Beach Blvd

Stanton, California 90680

+1 714-862-0313
2.62 miles
5 / 5 (3 ratings)
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Forrest Green Bookkeeping
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Forrest Green Bookkeeping

+1 714-388-6140
3.29 miles
5 / 5 (2 ratings)
Bookkeeping
Small Businesses
QuickBooks
Remote Services
Years of Practice
Visit Website
DoubleRule
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DoubleRule

5555 Corporate Ave

Cypress, California 90630

+1 323-842-4789
0.74 miles
5 / 5 (2 ratings)
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VantaQuest
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VantaQuest

10833 Valley View St Suite 520

Cypress, California 90630

+1 562-598-7800
0.99 miles
5 / 5 (2 ratings)
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THE INVESTORS CLUB
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THE INVESTORS CLUB

18000 Studebaker Rd # 700

Cerritos, California 90703

+1 323-570-1224
4.94 miles
5 / 5 (2 ratings)
Business Consulting
Tax Planning
Financial Advisory
Real Estate
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MJF Financial
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MJF Financial

13001 Seal Beach Blvd Ste#240

Seal Beach, California 90740

+1 562-594-4290
3.99 miles
5 / 5 (2 ratings)
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Edward Jones - Financial Advisor: Zubeen Tukina
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Edward Jones - Financial Advisor: Zubeen Tukina

3010 Old Ranch Pkwy #340

Seal Beach, California 90740

+1 562-386-6169
3.69 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Loan Logic Financial Services
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Loan Logic Financial Services

3662 Katella Ave UNIT 117

Los Alamitos, California 90720

+1 714-608-0955
2.17 miles
5 / 5 (2 ratings)
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Stumpo Wealth Management Group
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Stumpo Wealth Management Group

3030 Old Ranch Pkwy # 300

Seal Beach, California 90740

+1 562-343-9229
3.75 miles
5 / 5 (2 ratings)
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Golden Bridge Financial Services
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Golden Bridge Financial Services

1203 S Western Ave

Anaheim, California 92804

+1 714-837-7489
1.94 miles
5 / 5 (1 ratings)
Bookkeeping
Tax Preparation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
Bilingual Services
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Happy Honest Bookkeeping, LLC
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Happy Honest Bookkeeping, LLC

+1 714-253-7873
1.24 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Budgeting
Forecasting
Financial Advisory
Forensic Accounting
Virtual CFO
Small Businesses
Real Estate
Healthcare
Hospitality
Construction
Contractors
Professional Services
QuickBooks
Remote Services
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iTaxMasters
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iTaxMasters

8942 Garden Grove Blvd

Garden Grove, California 92844

+1 657-346-7298
4.62 miles
5 / 5 (1 ratings)
Audit
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
Real Estate
Restaurants
Remote Services
Bilingual Services
CPA License
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WLR Income Tax Service
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WLR Income Tax Service

6131 Orangethorpe Ave suite 170-H

Buena Park, California 90620

+1 562-607-7843
2.92 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Years of Practice
Visit Website Get Directions
Bacon Wrapped Tax Service
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Bacon Wrapped Tax Service

6 Centerpointe Dr 7TH FLOOR

La Palma, California 90623

+1 714-369-9198
2.9 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Visit Website Get Directions
Investax Advisory Services
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Investax Advisory Services

6101 Ball Rd #206A

Cypress, California 90630

+1 714-761-1762
0.55 miles
5 / 5 (1 ratings)
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Joel Alvaro Cardona: Primerica - Financial Services
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Joel Alvaro Cardona: Primerica - Financial Services

7699 9th St STE 208

Buena Park, California 90621

+1 714-512-5047
3.91 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
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Legacy financial
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Legacy financial

17215 Studebaker Rd #331

Cerritos, California 90703

+1 562-420-9060
5.38 miles
5 / 5 (1 ratings)
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Retirement By Design, Inc.
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Retirement By Design, Inc.

4501 Cerritos Ave Ste 202

Cypress, California 90630

+1 562-529-2200
1.16 miles
5 / 5 (1 ratings)
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Roneka L Taylor: Primerica - Financial Services
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Roneka L Taylor: Primerica - Financial Services

18732 Corby Ave UNIT B

Artesia, California 90701

+1 562-263-6157
3.98 miles
5 / 5 (1 ratings)
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
QuickBooks
Multi-state Experience
Local Tax Credits
Bilingual Services
Visit Website Get Directions
MGB Financial Services Inc
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MGB Financial Services Inc

18300 Gridley Rd # I

Artesia, California 90701

+1 562-809-2643
4.48 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
State-Specific Experience
Multi-state Experience
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Brian Moore: Primerica - Financial Services
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Brian Moore: Primerica - Financial Services

11090 Artesia Blvd ste h

Cerritos, California 90703

+1 949-529-1099
5.08 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Professional Services
Insurance Agencies
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Bilingual Services
Years of Practice
CPA License
Visit Website Get Directions
Salvador Jose Tan: Primerica - Financial Services
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Salvador Jose Tan: Primerica - Financial Services

17150 Norwalk Blvd Ste 103

Cerritos, California 90703

+1 702-788-7334
4.47 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Insurance Agencies
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THE RyTE Professionals
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THE RyTE Professionals

4699 Montefino Dr

Cypress, California 90630

+1 714-821-6699
1.15 miles
5 / 5 (1 ratings)
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Peters Investment Management
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Peters Investment Management

4332 W Cerritos Ave # 102

Los Alamitos, California 90720

+1 714-828-7240
1.39 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Visit Website Get Directions
My Portfolio Guide, LLC
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My Portfolio Guide, LLC

3020 Old Ranch Pkwy # 300

Seal Beach, California 90740

+1 562-799-5595
3.72 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
Risk Management
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Castillo Wealth Management
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Castillo Wealth Management

12501 Seal Beach Blvd

Seal Beach, California 90740

+1 562-493-6123
3.35 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Michelle Marilag Bartolome: Primerica - Financial Services
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Michelle Marilag Bartolome: Primerica - Financial Services

5252 Orange Ave UNIT 211

Cypress, California 90630

+1 562-363-5529
0.5 miles
5 / 5 (1 ratings)
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A Plus Accounting
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A Plus Accounting

12881 Knott St #221

Garden Grove, California 92841

+1 714-589-2261
3.36 miles
4 / 5 (1 ratings)
Bookkeeping
Accounting
Financial Statements
Tax Preparation
Outsourced Accounting
Small Businesses
QuickBooks
Remote Services
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Ameriprise Financial
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Ameriprise Financial

5242 Katella Ave

Los Alamitos, California 90720

+1 562-795-0603
1.11 miles
4 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
QuickBooks
Xero
GAAP Compliance
Risk Management
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Visit Website Get Directions
Show all in California

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.