Best CPA's Nearby

CPA's in Downey

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Gonzalez Professional Services

1518 E Alondra Blvd

Compton, California 90221

4.39 miles
4.5 / 5 (558 ratings)

Campana Insurance & Income Tax

6814 Atlantic Ave

Bell, California 90201

4.51 miles
4.5 / 5 (284 ratings)

Berumen Tax Services

4308 Gage Ave

Bell, California 90201

4.88 miles
4.5 / 5 (208 ratings)
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Individual Taxpayers
Local Tax Credits
Years of Practice

MacTax Solutions

9027 Florence Ave Ste A

Downey, California 90240

2.25 miles
4.5 / 5 (198 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services
Years of Practice

New American Funding - Downey, CA

10841 Paramount Blvd Ste 204

Downey, California 90241

1.66 miles
4.5 / 5 (144 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Real Estate
Multi-state Experience
Bilingual Services

eSign Insurance Services

9101 Slauson Ave Ste D

Pico Rivera, California 90660

3.99 miles
4.5 / 5 (134 ratings)
Bookkeeping
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Professional Services
QuickBooks
Xero
GAAP Compliance
State-Specific Experience

SAPPHIRE ESCROW, INC.

17100 Pioneer Blvd # 110

Artesia, California 90701

4.62 miles
5 / 5 (129 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Real Estate

Lopez Income Tax

12127 Garfield Ave

South Gate, California 90280

1.72 miles
4.5 / 5 (124 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Bilingual Services

LBS Financial Credit Union

11239 183rd St

Cerritos, California 90703

4.64 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

Home Central Financial, Reverse Mortgage, Refinance, Va, Fha, Downey

7847 Florence Ave #101

Downey, California 90240

2.34 miles
4.5 / 5 (108 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
Bilingual Services

Apoyo Financiero Norwalk

11778 Firestone Blvd

Norwalk, California 90650

3.37 miles
4 / 5 (100 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

The Mortgage Professionals

16901 Bellflower Blvd

Bellflower, California 90706

2.94 miles
4.5 / 5 (82 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate

American Prime Lending

18000 Studebaker Rd # 700

Cerritos, California 90703

4.43 miles
4.5 / 5 (72 ratings)

Edwin Does Taxes

12950 Paramount Blvd #203

Downey, California 90242

0.92 miles
4.5 / 5 (67 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services
In-person Support

Alto Insurance And Tax Services

8100 California Ave # A

South Gate, California 90280

4.66 miles
5 / 5 (58 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Bilingual Services

Maxed Out Tax Service

9408 Telegraph Rd

Downey, California 90240

3.15 miles
5 / 5 (48 ratings)
Tax Preparation
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services

M.A.V. Service

11434 Old River School Rd

Downey, California 90241

1.76 miles
4 / 5 (57 ratings)

Downey Tax Company

8409 Florence Ave Suite 204

Downey, California 90240

2.22 miles
4 / 5 (56 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Construction
Contractors
Professional Services
QuickBooks
Remote Services
In-person Support

Sylvia Gutierrez Tax Services LLC

4714 Gage Ave Ste 4

Bell, California 90201

4.52 miles
4.5 / 5 (47 ratings)
Tax Preparation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
Real Estate
Bilingual Services
Years of Practice
In-person Support

Emperor Tax and Insurance Center

6900 Garfield Ave STE A

Bell Gardens, California 90201

3.32 miles
5 / 5 (38 ratings)
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Local Tax Credits
Bilingual Services
Years of Practice
In-person Support

Quest Taxes

7631 Firestone Blvd

Downey, California 90241

1.72 miles
5 / 5 (31 ratings)

Navarro Income Tax & Services

4205 Tweedy Blvd

South Gate, California 90280

3.61 miles
4 / 5 (36 ratings)

Flores Income Tax & Bookkeeping Services

10260 Atlantic Ave

South Gate, California 90280

2.63 miles
5 / 5 (30 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
Bilingual Services
In-person Support

H J Financial Inc

6524 Eastern Ave C

Bell Gardens, California 90201

3.82 miles
4 / 5 (34 ratings)

Buenrostro Tax Consultants

7415 Florence Ave

Downey, California 90240

2.57 miles
4.5 / 5 (28 ratings)

Pacific Travel and Talking Tax Solutions

5985 E Florence Ave

Bell Gardens, California 90201

3.33 miles
4 / 5 (30 ratings)

RCD Capital LLC

18021 Norwalk Blvd Suite 209

Artesia, California 90701

5.43 miles
4.5 / 5 (24 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Real Estate
Construction

Robert Does Insurance Services

10802 Downey Ave

Downey, California 90241

1.6 miles
5 / 5 (23 ratings)

Henry Nicolas: Primerica - Financial Services

7625 Rosecrans Ave STE 41

Paramount, California 90723

1.94 miles
4.5 / 5 (23 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers

Edgar N. Palacios, P.A. & Co. IRS Tax Auditor since 1986

8429 Florence Ave

Downey, California 90240

2.22 miles
4 / 5 (25 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
State-Specific Experience
Bilingual Services
Years of Practice
CPA License
In-person Support

Patelis Tax

9901 Paramount Blvd #230

Downey, California 90240

2.43 miles
4.5 / 5 (20 ratings)
Bookkeeping
Audit
Payroll
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services

CRV Tax & Insurance Services

1800 E Alondra Blvd

Compton, California 90221

4.28 miles
5 / 5 (14 ratings)

M & M Tax & Insurance

6313 Eastern Ave

Bell Gardens, California 90201

4.05 miles
4 / 5 (12 ratings)
Tax Preparation
Small Businesses
Individual Taxpayers
Remote Services
In-person Support

Pronto Income Tax of Bell Gardens

6608 Eastern Ave

Bell Gardens, California 90201

3.76 miles
4.5 / 5 (11 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Startups
Individual Taxpayers
Bilingual Services
Years of Practice
CPA License
In-person Support

Inter-Accion

4129 Florence Ave

Bell, California 90201

4.63 miles
4 / 5 (12 ratings)
Tax Preparation
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice
In-person Support

Carsal Tax Service Inc

4178 Tweedy Blvd

South Gate, California 90280

3.65 miles
4.5 / 5 (10 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Non-profits
Bilingual Services

Comptax Inc

6620 E Florence Ave

Bell Gardens, California 90201

2.83 miles
4.5 / 5 (10 ratings)
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience
Bilingual Services
In-person Support

FFC Consulting Firm

12950 Paramount Blvd Suite

Downey, California 90242

0.92 miles
5 / 5 (9 ratings)

F and A Services

8060 Florence Ave Ste 312

Downey, California 90240

2.22 miles
4.5 / 5 (9 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
IRS Representation
Small Businesses
Real Estate
Bilingual Services

Tax Specialty Plus

8310 Florence Ave

Downey, California 90240

2.19 miles
5 / 5 (7 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses

Rosie's Financial Solutions

11228 Atlantic Ave Unit A

Lynwood, California 90262

2.64 miles
5 / 5 (7 ratings)

Oscar Beltran: Primerica Financial Services

11506 Telegraph Rd Suite 200, num 3

Santa Fe Springs, California 90670

3.45 miles
5 / 5 (7 ratings)

Hispanos Services

4865 Gage Ave

Bell, California 90201

4.42 miles
5 / 5 (7 ratings)

Connie Rodriguez Professional Services Inc.

8012 2nd St

Downey, California 90241

1.49 miles
4.5 / 5 (7 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks

Cali Tax and Insurance

5031 Gage Ave

Bell, California 90201

4.35 miles
4 / 5 (7 ratings)

DB Bookkeeping

8441 Cherokee Dr

Downey, California 90241

1.89 miles
5 / 5 (6 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Small Businesses
QuickBooks
Remote Services

Chris Legaspi: Primerica - Financial Services

17150 Norwalk Blvd Ste 103

Cerritos, California 90703

5.08 miles
4.5 / 5 (6 ratings)
Tax Planning
Financial Advisory
Insurance Agencies

Master Tax & Accounting

7508 Kress Ave

Bell Gardens, California 90201

2.93 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Startups
Individual Taxpayers
Years of Practice
CPA License

Rush Bookkeeping

1.96 miles
5 / 5 (5 ratings)
Bookkeeping
Financial Statements
Payroll
Sales Tax Compliance
Outsourced Accounting
Small Businesses
QuickBooks
Remote Services

Remedios Manzanilla: Primerica - Financial Services

18327 Gridley Rd STE K

Cerritos, California 90703

4.81 miles
5 / 5 (5 ratings)

Eric Garcia: Primerica - Financial Services

18327 Gridley Rd STE K

Cerritos, California 90703

4.81 miles
5 / 5 (5 ratings)
Tax Preparation
Tax Planning
Financial Advisory

Avina Financial Group, Inc.

17138 Bellflower Blvd suite 201

Bellflower, California 90706

3.19 miles
5 / 5 (5 ratings)
Tax Preparation
Tax Planning
Financial Advisory

GOLDEN FEATHER INVESTMENTS INC

16536 Bellflower Blvd

Bellflower, California 90706

2.75 miles
5 / 5 (5 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks

Medina's Accounting and Tax Services

6730 Florence Ave

Bell Gardens, California 90201

2.74 miles
5 / 5 (4 ratings)

JJ OAKMONT, Inc.

8050 Florence Ave #23

Downey, California 90240

2.22 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
Bilingual Services

Su Income Taxx Services

6433 Florence Pl

Bell Gardens, California 90201

3.13 miles
4 / 5 (4 ratings)
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services
In-person Support

Adan Santos: Primerica - Financial Services

9631 Alondra Blvd STE 205

Bellflower, California 90706

2.31 miles
4 / 5 (4 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks

Virula’s Income Tax

11683 Atlantic Ave

Lynwood, California 90262

2.85 miles
5 / 5 (3 ratings)
Tax Preparation
IRS Representation
Individual Taxpayers
State-Specific Experience
Bilingual Services
In-person Support

JP Services & Income Tax Downey

12007 Paramount Blvd #2

Downey, California 90242

0.86 miles
5 / 5 (3 ratings)

Jam Accounting Services

8221 3rd St #306

Downey, California 90241

1.49 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
QuickBooks

Bravo Insurance and Tax Services

8811 Imperial Hwy.

Downey, California 90242

0.3 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
Insurance Agencies

Alpha Accounting & Tax Services

6114 Florence Ave

Bell Gardens, California 90201

3.23 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
State-Specific Experience
Remote Services
CPA License

J.E. & Associates

10927 Downey Ave Ste A

Downey, California 90241

1.48 miles
5 / 5 (2 ratings)
Accounting
Audit
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Virtual CFO
Small Businesses
Individual Taxpayers
QuickBooks
Internal Controls
Years of Practice
CPA License

THE INVESTORS CLUB

18000 Studebaker Rd # 700

Cerritos, California 90703

4.43 miles
5 / 5 (2 ratings)
Business Consulting
Tax Planning
Financial Advisory
Real Estate

Notary and More

3.76 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

City of Downey Finance

11111 Brookshire Ave

Downey, California 90241

1.44 miles
5 / 5 (2 ratings)
Accounting
Audit
Financial Statements
Payroll
Tax Preparation
Budgeting
Forecasting
Financial Advisory
Government Contractors
Non-profits
QuickBooks
GAAP Compliance
Internal Controls
Risk Management

J.P Bookkeeping Business

12842 Paramount Blvd

Downey, California 90242

0.84 miles
5 / 5 (2 ratings)

Michael Alarcon - Financial Professional

1.97 miles
5 / 5 (1 ratings)
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers

OneMain Financial

8720 Garfield Ave Ste 101

South Gate, California 90280

2.42 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance

Grand Capital Group

4.09 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Assurance
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
Project-Based Engagements
Subscription Pricing
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Freelancers
Expatriates
Foreign Nationals
Individual Taxpayers
Government Contractors
Educational Institutions
Non-profits
E-Commerce
Real Estate
Healthcare
Restaurants
Hospitality
Construction
Contractors
Professional Services
Manufacturing
Technology
Law Firms
Insurance Agencies
Automotive
Agriculture
Logistics
QuickBooks
Xero
NetSuite
FreshBooks
Gusto
ADP
Paychex
Sage
UltraTax
Drake
Lacerte
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
Remote Services
Bilingual Services
Years of Practice
CPA License
Firm Size
In-person Support

Legacy financial

17215 Studebaker Rd #331

Cerritos, California 90703

3.97 miles
5 / 5 (1 ratings)

Del Financial, Inc.

11508 Rosecrans Ave

Norwalk, California 90650

3.26 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate
QuickBooks
GAAP Compliance

Jesus Villalobos

12215 Telegraph Rd Suite Suite 211

Santa Fe Springs, California 90670

4.14 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups

MGB Financial Services Inc

18300 Gridley Rd # I

Artesia, California 90701

4.87 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

Brian Moore: Primerica - Financial Services

11090 Artesia Blvd ste h

Cerritos, California 90703

4.27 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

Salvador Jose Tan: Primerica - Financial Services

17150 Norwalk Blvd Ste 103

Cerritos, California 90703

5.06 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Insurance Agencies

Moreno Financial Group

8141 2nd St suite 612

Downey, California 90241

1.46 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Non-profits
Real Estate
Bilingual Services

Edward Jones - Financial Advisor: Emma J Aragon

8207 3rd St UNIT 105

Downey, California 90241

1.5 miles
5 / 5 (1 ratings)
Financial Statements
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Legacy Integrative Solutions

8734 Cleta St

Downey, California 90241

0.91 miles
5 / 5 (1 ratings)

FIREFOX INSURANCE SERVICES

9410 Alondra Blvd

Bellflower, California 90706

2.3 miles
5 / 5 (1 ratings)

Zuniga Professional Services

8050 Florence Ave UNIT 11

Downey, California 90240

2.23 miles
5 / 5 (1 ratings)

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.