Best CPA's Nearby

CPA's in La Palma

Search and Find Top Reviewed CPA's Near You

Locations Map

eTax Services Inc
More Info

eTax Services Inc

2516 W Lincoln Ave

Anaheim, California 92801

+1 714-527-3829
4.02 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
Visit Website Get Directions
CLS Financial
More Info

CLS Financial

4450 W Cerritos Ave

Los Alamitos, California 90720

+1 562-594-6884
2.85 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
Visit Website Get Directions
SAPPHIRE ESCROW, INC.
More Info

SAPPHIRE ESCROW, INC.

17100 Pioneer Blvd # 110

Artesia, California 90701

+1 562-455-2800
3.02 miles
5 / 5 (129 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Real Estate
Visit Website Get Directions
LBS Financial Credit Union
More Info

LBS Financial Credit Union

11239 183rd St

Cerritos, California 90703

+1 800-527-3328
3.31 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
Visit Website Get Directions
American Prime Lending
More Info

American Prime Lending

18000 Studebaker Rd # 700

Cerritos, California 90703

+1 888-852-9608
3.54 miles
4.5 / 5 (72 ratings)
Visit Website Get Directions
Reform Alliance LLC
More Info

Reform Alliance LLC

6 Centerpointe Dr suite 700 739

La Palma, California 90623

+1 800-488-0172
0.96 miles
5 / 5 (67 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Visit Website Get Directions
Tax Alchemy
More Info

Tax Alchemy

4 Centerpointe Dr

La Palma, California 90623

+1 714-942-4972
0.92 miles
4.5 / 5 (34 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
High-net-worth Individuals
Visit Website Get Directions
RCD Capital LLC
More Info

RCD Capital LLC

18021 Norwalk Blvd Suite 209

Artesia, California 90701

+1 800-369-7009
2.23 miles
4.5 / 5 (24 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Real Estate
Construction
Visit Website Get Directions
Techno Tax & Consulting Services
More Info

Techno Tax & Consulting Services

9716 Bloomfield St

Cypress, California 90630

+1 714-602-6540
2.34 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
Visit Website Get Directions
AT&A American Tax and Accounting Services
More Info

AT&A American Tax and Accounting Services

2601 W Ball Rd Suite 201

Anaheim, California 92804

+1 714-209-2777
4.25 miles
4.5 / 5 (20 ratings)
Visit Website Get Directions
The Kington Group
More Info

The Kington Group

9222 Walker St

Cypress, California 90630

+1 714-995-6995
1.45 miles
4.5 / 5 (19 ratings)
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Multi-state Experience
Remote Services
Visit Website Get Directions
BBS, Inc
More Info

BBS, Inc

5836 Corporate Ave Suite 130

Cypress, California 90630

+1 714-892-2233
2.95 miles
4.5 / 5 (17 ratings)
Visit Website Get Directions
Aaa Tax Group
More Info

Aaa Tax Group

6330 Lincoln Ave

Cypress, California 90630

+1 714-818-8678
1.58 miles
4.5 / 5 (17 ratings)
Visit Website Get Directions
Profit Pad Remote Bookkeeping & Payroll
More Info

Profit Pad Remote Bookkeeping & Payroll

8585 Katella Ave

Stanton, California 90680

+1 323-515-3961
4.54 miles
5 / 5 (16 ratings)
Visit Website Get Directions
Marielle Sauler Calara: Primerica - Financial Services
More Info

Marielle Sauler Calara: Primerica - Financial Services

4431 Corporate Center Dr STE 101

Los Alamitos, California 90720

+1 707-290-1576
2.92 miles
5 / 5 (14 ratings)
Visit Website Get Directions
Certified Taxes LLC
More Info

Certified Taxes LLC

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

Gus Tonsay: Primerica - Financial Services

5252 Orange Ave UNIT 211

Cypress, California 90630

+1 562-363-5529
1.73 miles
5 / 5 (12 ratings)
Visit Website Get Directions
Reuben Perez Medina: Primerica - Financial Services
More Info

Reuben Perez Medina: Primerica - Financial Services

4431 Corporate Center Dr STE 101

Los Alamitos, California 90720

+1 310-818-9307
2.92 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
Visit Website Get Directions
The Financial Game Planner
More Info

The Financial Game Planner

+1 323-544-3636
0.93 miles
5 / 5 (9 ratings)
Visit Website
Victor Busi Romero: Primerica - Financial Services
More Info

Victor Busi Romero: Primerica - Financial Services

5252 Orange Ave UNIT 211

Cypress, California 90630

+1 951-210-3892
1.73 miles
5 / 5 (9 ratings)
Visit Website Get Directions
Accurate Accounting & Tax Services
More Info

Accurate Accounting & Tax Services

6885 Western Ave Ste. S

Buena Park, California 90621

+1 714-522-6501
2.26 miles
4 / 5 (11 ratings)
Visit Website Get Directions
United Cpa
More Info

United Cpa

5241 Lincoln Ave C2

Cypress, California 90630

+1 714-220-9111
1.18 miles
5 / 5 (7 ratings)
Visit Website Get Directions
FCA Insurance Services Inc CA-License# OE86550
More Info

FCA Insurance Services Inc CA-License# OE86550

4132 Katella Ave UNIT 202

Los Alamitos, California 90720

+1 714-239-1100
3.42 miles
4 / 5 (7 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Visit Website Get Directions
Dan The Reverse Mortgage Man
More Info

Dan The Reverse Mortgage Man

13217 South St

Cerritos, California 90703

+1 562-618-4993
0.94 miles
5 / 5 (6 ratings)
Visit Website Get Directions
Chris Legaspi: Primerica - Financial Services
More Info

Chris Legaspi: Primerica - Financial Services

17150 Norwalk Blvd Ste 103

Cerritos, California 90703

+1 714-618-4722
2.55 miles
4.5 / 5 (6 ratings)
Tax Planning
Financial Advisory
Insurance Agencies
Visit Website Get Directions
PGM Consulting
More Info

PGM Consulting

+1 714-309-8858
0.93 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
Visit Website
Remedios Manzanilla: Primerica - Financial Services
More Info

Remedios Manzanilla: Primerica - Financial Services

18327 Gridley Rd STE K

Cerritos, California 90703

+1 562-677-4716
3.16 miles
5 / 5 (5 ratings)
Visit Website Get Directions
Seth Jeremy Silberstein: Primerica - Financial Services
More Info

Seth Jeremy Silberstein: Primerica - Financial Services

17785 Center Ct Dr N SUITE 185

Cerritos, California 90703

+1 562-584-4080
1.83 miles
5 / 5 (5 ratings)
Tax Planning
Financial Advisory
Insurance Agencies
Visit Website Get Directions
Eric Garcia: Primerica - Financial Services
More Info

Eric Garcia: Primerica - Financial Services

18327 Gridley Rd STE K

Cerritos, California 90703

+1 714-899-2800
3.16 miles
5 / 5 (5 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Visit Website Get Directions
A&R Income Tax
More Info

A&R Income Tax

6101 Ball Rd Suite 208

Cypress, California 90630

+1 714-527-3469
2.32 miles
4 / 5 (5 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Visit Website Get Directions
Waldman Tax
More Info

Waldman Tax

7861 Valley View St

La Palma, California 90623

+1 714-228-9978
0.62 miles
4 / 5 (5 ratings)
Visit Website Get Directions
Sidhom Nazih
More Info

Sidhom Nazih

6101 Ball Rd

Cypress, California 90630

+1 714-220-1234
2.31 miles
5 / 5 (3 ratings)
Visit Website Get Directions
Yap & Little Inc
More Info

Yap & Little Inc

6711 Katella Ave # 200

Cypress, California 90630

+1 714-503-6212
3.46 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
Visit Website Get Directions
MGM Financial Group Inc
More Info

MGM Financial Group Inc

6 Centerpointe Dr #700

La Palma, California 90623

+1 562-946-6636
0.96 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
More Info

Excellent Financial Service

10600 Western Ave #59

Stanton, California 90680

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

Tonia Poe: Primerica - Financial Services

18732 Corby Ave UNIT B

Artesia, California 90701

+1 562-263-6157
2.59 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory
Visit Website Get Directions
Maven Group Investment Strategies - Cerritos Office
More Info

Maven Group Investment Strategies - Cerritos Office

17777 Center Ct Dr S #600

Cerritos, California 90703

+1 949-569-9559
1.86 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
Visit Website Get Directions
Dave Abog: Primerica - Financial Services
More Info

Dave Abog: Primerica - Financial Services

4431 Corporate Center Dr STE 101

Los Alamitos, California 90720

+1 562-222-9212
2.92 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
Visit Website Get Directions
Psychic Advisor of Stanton
More Info

Psychic Advisor of Stanton

10881 Beach Blvd

Stanton, California 90680

+1 714-862-0313
4.09 miles
5 / 5 (3 ratings)
Visit Website Get Directions
Forrest Green Bookkeeping
More Info

Forrest Green Bookkeeping

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

DoubleRule

5555 Corporate Ave

Cypress, California 90630

+1 323-842-4789
2.89 miles
5 / 5 (2 ratings)
Visit Website Get Directions
VantaQuest
More Info

VantaQuest

10833 Valley View St Suite 520

Cypress, California 90630

+1 562-598-7800
3.11 miles
5 / 5 (2 ratings)
Visit Website Get Directions
THE INVESTORS CLUB
More Info

THE INVESTORS CLUB

18000 Studebaker Rd # 700

Cerritos, California 90703

+1 323-570-1224
3.54 miles
5 / 5 (2 ratings)
Business Consulting
Tax Planning
Financial Advisory
Real Estate
Visit Website Get Directions
Notary and More
More Info

Notary and More

+1 562-292-5925
4.52 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Visit Website
Loan Logic Financial Services
More Info

Loan Logic Financial Services

3662 Katella Ave UNIT 117

Los Alamitos, California 90720

+1 714-608-0955
3.6 miles
5 / 5 (2 ratings)
Visit Website Get Directions
Golden Bridge Financial Services
More Info

Golden Bridge Financial Services

1203 S Western Ave

Anaheim, California 92804

+1 714-837-7489
3.12 miles
5 / 5 (1 ratings)
Bookkeeping
Tax Preparation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
Bilingual Services
Visit Website Get Directions
Happy Honest Bookkeeping, LLC
More Info

Happy Honest Bookkeeping, LLC

+1 714-253-7873
0.93 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
Visit Website
WLR Income Tax Service
More Info

WLR Income Tax Service

6131 Orangethorpe Ave suite 170-H

Buena Park, California 90620

+1 562-607-7843
1.06 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
More Info

Bacon Wrapped Tax Service

6 Centerpointe Dr 7TH FLOOR

La Palma, California 90623

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

Investax Advisory Services

6101 Ball Rd #206A

Cypress, California 90630

+1 714-761-1762
2.32 miles
5 / 5 (1 ratings)
Visit Website Get Directions
Retirement Planning Advisors, Inc.
More Info

Retirement Planning Advisors, Inc.

16700 Valley View Ave #160

La Mirada, California 90638

+1 714-994-0599
2.24 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Visit Website Get Directions
Joel Alvaro Cardona: Primerica - Financial Services
More Info

Joel Alvaro Cardona: Primerica - Financial Services

7699 9th St STE 208

Buena Park, California 90621

+1 714-512-5047
2.62 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Visit Website Get Directions
Legacy financial
More Info

Legacy financial

17215 Studebaker Rd #331

Cerritos, California 90703

+1 562-420-9060
3.88 miles
5 / 5 (1 ratings)
Visit Website Get Directions
Retirement By Design, Inc.
More Info

Retirement By Design, Inc.

4501 Cerritos Ave Ste 202

Cypress, California 90630

+1 562-529-2200
2.78 miles
5 / 5 (1 ratings)
Visit Website Get Directions
Aduna Capital Wealth Management
More Info

Aduna Capital Wealth Management

12840 Rosecrans Ave

Norwalk, California 90650

+1 657-366-8352
3.8 miles
5 / 5 (1 ratings)
Visit Website Get Directions
Del Financial, Inc.
More Info

Del Financial, Inc.

11508 Rosecrans Ave

Norwalk, California 90650

+1 949-289-7410
4.59 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
Visit Website Get Directions
Ciro Aguilar: Primerica - Financial Services
More Info

Ciro Aguilar: Primerica - Financial Services

12440 Firestone Blvd STE 1028

Norwalk, California 90650

+1 562-716-1196
4.17 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
QuickBooks
Visit Website Get Directions
Roneka L Taylor: Primerica - Financial Services
More Info

Roneka L Taylor: Primerica - Financial Services

18732 Corby Ave UNIT B

Artesia, California 90701

+1 562-263-6157
2.59 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
More Info

MGB Financial Services Inc

18300 Gridley Rd # I

Artesia, California 90701

+1 562-809-2643
3.07 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
Visit Website Get Directions
Brian Moore: Primerica - Financial Services
More Info

Brian Moore: Primerica - Financial Services

11090 Artesia Blvd ste h

Cerritos, California 90703

+1 949-529-1099
3.62 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
More Info

Salvador Jose Tan: Primerica - Financial Services

17150 Norwalk Blvd Ste 103

Cerritos, California 90703

+1 702-788-7334
2.58 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Insurance Agencies
Visit Website Get Directions
THE RyTE Professionals
More Info

THE RyTE Professionals

4699 Montefino Dr

Cypress, California 90630

+1 714-821-6699
1.89 miles
5 / 5 (1 ratings)
Visit Website Get Directions
Peters Investment Management
More Info

Peters Investment Management

4332 W Cerritos Ave # 102

Los Alamitos, California 90720

+1 714-828-7240
2.89 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Visit Website Get Directions
Michelle Marilag Bartolome: Primerica - Financial Services
More Info

Michelle Marilag Bartolome: Primerica - Financial Services

5252 Orange Ave UNIT 211

Cypress, California 90630

+1 562-363-5529
1.73 miles
5 / 5 (1 ratings)
Visit Website Get Directions
Ameriprise Financial
More Info

Ameriprise Financial

5242 Katella Ave

Los Alamitos, California 90720

+1 562-795-0603
3.2 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.