11501 Dublin Blvd STE 200
Dublin, California 94568
3015 Hopyard Rd suite u
Pleasanton, California 94588
11501 Dublin Blvd STE 200
Dublin, California 94568
11501 Dublin Blvd STE 200
Dublin, California 94568
2570 San Ramon Valley Blvd Suite A101
San Ramon, California 94583
2603 Camino Ramon suite 525A
San Ramon, California 94583
4695 Chabot Dr STE 200
Pleasanton, California 94588
5820 Stoneridge Mall Rd Suite 222
Pleasanton, California 94588
111 Deerwood Rd STE 200
San Ramon, California 94583
11960 Silvergate Dr #102
Dublin, California 94568
5650 Paul Blazer Pkwy Suite 162
Dublin, Ohio 43017
7901 Stoneridge Dr Suite 520
Pleasanton, California 94588
5990 Stoneridge Dr #108
Pleasanton, California 94588
11501 Dublin Blvd STE 200
Dublin, California 94568
1811 Santa Rita Rd #200
Pleasanton, California 94566
6200 Stoneridge Mall Rd #300
Pleasanton, California 94588
2723 Crow Canyon Rd Suite 209
San Ramon, California 94583
608 Main St STE C
Pleasanton, California 94566
4125 Mohr Ave Suite D
Pleasanton, California 94566
11740 Dublin Blvd STE 200
Dublin, California 94568
4309 Hacienda Dr Ste 200
Pleasanton, California 94588
565 Metro Pl S Ste 280
Dublin, Ohio 43017
618 Main St STE C
Pleasanton, California 94566
7865 Ridgeline Place
Dublin, California 94568
2700 Camino Ramon #350
San Ramon, California 94583
5976 W Las Positas Blvd Suite 124
Pleasanton, California 94588
100 Bishop Wy
Dublin, Pennsylvania 18917
4532 Jacodo Pl
Dublin, California 94568
3983 Fairlands Dr
Pleasanton, California 94588
2700 Camino Ramon Suite 140
San Ramon, California 94583
11501 Dublin Blvd STE 200
Dublin, California 94568
7077 Koll Center Pkwy #120
Pleasanton, California 94566
397 Ray St
Pleasanton, California 94566
6101 Bollinger Canyon Rd Ste 371
San Ramon, California 94583
5000 Hopyard Rd Suite 403
Pleasanton, California 94588
4900 Hopyard Rd
Pleasanton, California 94588
11501 Dublin Blvd STE 200
Dublin, California 94568
480 St John St # 120
Pleasanton, California 94566
405 Boulder Ct STE 700
Pleasanton, California 94566
350 Main St
Pleasanton, California 94566
7011 Koll Center Pkwy Suite 260
Pleasanton, California 94566
2817 Crow Canyon Rd #206a
San Ramon, California 94583
111 Deerwood Rd STE 200
San Ramon, California 94583
111 Deerwood Rd STE 175
San Ramon, California 94583
6101 Bollinger Canyon Rd Suite 309
San Ramon, California 94583
2700 Camino Ramon suite 250
San Ramon, California 94583
7077 Koll Center Pkwy
Pleasanton, California 94566
4333 San Ramon Valley Blvd ste 160
San Ramon, California 94583
4695 Chabot Dr STE 200
Pleasanton, California 94588
6850 Regional St #250
Dublin, California 94568
6400 Village Pkwy #205
Dublin, California 94568
7041 Koll Center Pkwy #260
Pleasanton, California 94566
6300 Village Pkwy #100
Dublin, California 94568
2817 Crow Canyon Rd #206a
San Ramon, California 94583
12647 Alcosta Blvd # 155
San Ramon, California 94583
Bishop Ranch 15, 12667 Alcosta Blvd Suite 355
San Ramon, California 94583
5980 Stoneridge Dr STE 104
Pleasanton, California 94588
4309 Hacienda Dr Ste 200
Pleasanton, California 94588
4309 Hacienda Dr Ste 200
Pleasanton, California 94588
5776 Stoneridge Mall Rd # 180
Pleasanton, California 94588
12647 Alcosta Blvd #325
San Ramon, California 94583
111 Deerwood Rd STE 200
San Ramon, California 94583
111 Deerwood Rd STE 200
San Ramon, California 94583
4733 Chabot Dr #105
Pleasanton, California 94588
7080 Donlon Way
Dublin, California 94568
5870 Stoneridge Mall Rd Ste 201
Pleasanton, California 94588
2710 Crow Canyon Rd #1104
San Ramon, California 94583
12657 Alcosta Blvd Suite 415
San Ramon, California 94583
485 Metro Pl S #200
Dublin, Ohio 43017
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.