1150 N Harbor Blvd #124
Anaheim, California 92801
251 E Imperial Hwy Suite 441
Fullerton, California 92835
330 E Lambert Rd STE 170
Brea, California 92821
800 S Beach Blvd Suite E
La Habra, California 90631
60 Pointe Dr #102
Brea, California 92821
3261 N Harbor Blvd # B
Fullerton, California 92835
1440 N Harbor Blvd Ste 706
Fullerton, California 92835
1400 N Harbor Blvd Ste 650
Fullerton, California 92835
3070 Saturn St #101
Brea, California 92821
1661 S Raymond Ave Suite 265
Anaheim, California 92801
2249 W Whittier Blvd #A
La Habra, California 90631
145 S State College Blvd Suite 300/350
Brea, California 92821
124 W Wilshire Ave B
Fullerton, California 92832
185 W Santa Fe Ave
Placentia, California 92870
411 W Lambert Rd #400
Brea, California 92821
1050 E Yorba Linda Blvd #203
Placentia, California 92870
3230 E Imperial Hwy # 300
Brea, California 92821
1370 N Brea Blvd #240
Fullerton, California 92835
231 E Imperial Hwy Unit 203
Fullerton, California 92835
317 W La Habra Blvd #100
La Habra, California 90631
261 E Imperial Hwy #570
Fullerton, California 92835
1303 W Valencia Dr #236
Fullerton, California 92833
216 E Commonwealth Ave
Fullerton, California 92832
1907 Vista Del Oro
Fullerton, California 92831
1370 N Brea Blvd
Fullerton, California 92832
200 N Harbor Blvd ste 100
Fullerton, California 92832
10 Pointe Dr #150
Brea, California 92821
605 E Imperial Hwy suite d
Brea, California 92821
1119 W Orangethorpe Ave
Fullerton, California 92833
410 W Amerige Ave
Fullerton, California 92832
3230 E Imperial Hwy #120
Brea, California 92821
760 N Euclid St Suite 201
Anaheim, California 92801
711 W Kimberly Ave #275
Placentia, California 92870
526 N State College Blvd
Anaheim, California 92806
1495 W Whittier Blvd
La Habra, California 90631
801 E Chapman Ave #109
Fullerton, California 92831
1400 N Harbor Blvd #605
Fullerton, California 92835
733 E Chapman Ave
Fullerton, California 92831
780 N Euclid St SUITE 103
Anaheim, California 92801
2495 E Orangethorpe Ave STE 200-201
Fullerton, California 92831
2501 E Chapman Ave # 200
Fullerton, California 92831
3061 E La Palma Ave
Anaheim, California 92806
3000 E Birch St STE 103B
Brea, California 92821
B, 602 W Chapman Ave
Placentia, California 92870
418 E La Habra Blvd
La Habra, California 90631
850 E La Habra Blvd
La Habra, California 90631
1140 N Kraemer Blvd # B
Anaheim, California 92806
327 W Orangethorpe Ave
Fullerton, California 92832
Signal Hill Ct
Brea, California 92821
570 E Lambert Rd
Brea, California 92821
801 E Chapman Ave #104
Fullerton, California 92831
3061 E La Palma Ave
Anaheim, California 92806
259 S Randolph Ave Suite 140
Brea, California 92821
1100 N Tustin Ave
Anaheim, California 92807
411 W Lambert Rd #408
Brea, California 91711
1011 E Kenwood Ave
Anaheim, California 92805
1501 E Orangethorpe Ave Suite 210
Fullerton, California 92831
2501 E Chapman Ave #175
Fullerton, California 92831
185 W Santa Fe Ave
Placentia, California 92870
500 S Kraemer Blvd Suite 100
Brea, California 92821
411 W Lambert Rd #409
Brea, California 92821
1440 N Harbor Blvd Suite 809
Fullerton, California 92835
4080 N Palm St #803
Fullerton, California 92835
1303 W Valencia Dr Suite 207
Fullerton, California 92833
595 Tamarack Ave STE D
Brea, California 92821
1038 E Bastanchury Rd
Fullerton, California 92835
800 N Harbor Blvd
Anaheim, California 92805
3000 E Birch St STE 103
Brea, California 92821
140 E Commonwealth Ave # 203
Fullerton, California 92832
3040 Saturn St UNIT 107
Brea, California 92821
3 Pointe Dr Suite 308
Brea, California 92821
3230 E Imperial Hwy
Brea, California 92821
3040 Saturn St Ste 100
Brea, California 92821
1620 N Placentia Ave #200
Placentia, California 92870
1400 N Brea Blvd
Fullerton, California 92835
2495 E Orangethorpe Ave STE 200-201
Fullerton, California 92831
1501 N Harbor Blvd #100
Fullerton, California 92835
135 S State College Blvd #200
Brea, California 92821
1200 N Jefferson St STE C
Anaheim, California 92807
2304 E Romneya Dr
Anaheim, California 92806
1210 N Jefferson St STE G
Anaheim, California 92807
101 S Kraemer Blvd
Placentia, California 92870
3070 Saturn St #100
Brea, California 92821
203 N Brea Blvd # 203
Brea, California 92821
3040 Saturn St # 205
Brea, California 92821
203 N Brea Blvd # 203
Brea, California 92821
110 E Wilshire Ave # 201
Fullerton, California 92832
106 E 1st Ave
La Habra, California 90631
5207, 1561 E Orangethorpe Ave # 215
Fullerton, California 92831
1440 N Harbor Blvd #220
Fullerton, California 92835
1440 N Harbor Blvd STE 803
Fullerton, California 92835
2495 E Orangethorpe Ave STE 200-201
Fullerton, California 92831
2601 Saturn St Suite 100
Brea, California 92821
1 Pointe Dr Suite 240
Brea, California 92821
151 N Kraemer Blvd #105
Placentia, California 92870
1620 N Placentia Ave #120
Placentia, California 92870
151 N Kraemer Blvd UNIT 206
Placentia, California 92870
3960 Prospect Ave # A
Yorba Linda, California 92886
203 N Brea Blvd Ste 201
Brea, California 92821
10 Pointe Dr Suite 400
Brea, California 92821
3 Pointe Dr
Brea, California 92821
3 Pointe Dr Ste 207
Brea, California 92821
481 E Whittier Blvd Ste 481A
La Habra, California 90631
121 N State College Blvd #11-A
Anaheim, California 92806
203 N Brea Blvd # 203
Brea, California 92821
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.