Best CPA's Nearby

CPA's in Los Gatos

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Arechiga & Associates Tax Services

621 E Campbell Ave #19

Campbell, California 95008

3.28 miles
4.5 / 5 (84 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
In-person Support

GMG TAXES, INSURANCE & BUSINESS SERVICES

3535 Ross Ave Ste 307

San Jose, California 95124

2.56 miles
4.5 / 5 (84 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
Bilingual Services
In-person Support

Paramount Tax & Accounting Silicon Valley Central

1475 S Bascom Ave #113

Campbell, California 95008

3.95 miles
4.5 / 5 (69 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
Bilingual Services
In-person Support

Chris Johnson - Assoc. Broker for Affinity Mortgage NMLS #235072

2542 S Bascom Ave STE 185

Campbell, California 95008

2.69 miles
4.5 / 5 (61 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
Xero
GAAP Compliance

KNL & Company, CPA

2037 Rosswood Dr

San Jose, California 95124

1.26 miles
5 / 5 (45 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Freelancers
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services
CPA License

Murdock Martell

Suite 100, 900 E Hamilton Ave

Campbell, California 95008

3.77 miles
5 / 5 (40 ratings)
Business Consulting
CFO Services
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Project-Based Engagements
Mid-size Businesses
Startups
Technology
Internal Controls
Remote Services

Kal Financial

2542 S Bascom Ave STE 130

Campbell, California 95008

2.68 miles
4 / 5 (46 ratings)

A Reliable Bookkeeping Service

1790 Winchester Blvd Suite #3

Campbell, California 95008

3.44 miles
5 / 5 (27 ratings)
Bookkeeping
Payroll
Small Businesses
QuickBooks
Internal Controls
Remote Services

Nuage Digital

1475 S Bascom Ave UNIT 206

Campbell, California 95008

3.95 miles
4.5 / 5 (28 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
CFO Services
Tax Preparation
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Healthcare
Construction
Technology
QuickBooks
Multi-state Experience
Remote Services

Brenner Financial Services

475 Alberto Way # 110

Los Gatos, California 95032

1.23 miles
4.5 / 5 (26 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
State-Specific Experience
Years of Practice
CPA License
In-person Support

Redwood Estates Services Association

21450 Madrone Dr

Los Gatos, California 95033

6.02 miles
4.5 / 5 (16 ratings)

Padgett Campbell

51 E Campbell Ave

Campbell, California 95008

3.2 miles
5 / 5 (13 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
Freelancers
Individual Taxpayers
QuickBooks
Xero
Multi-state Experience
Remote Services
Years of Practice
CPA License

Patrosso & Associates

1777 Hamilton Ave #1000

San Jose, California 95125

4.21 miles
5 / 5 (13 ratings)

CompuTax Services

256 E Hamilton Ave suite a

Campbell, California 95008

3.62 miles
4 / 5 (14 ratings)

Bay Area Credits

2959 Winchester Blvd #201

Campbell, California 95008

1.99 miles
4 / 5 (13 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers

ClearBridge Financial LLC/ Larysa Prytula, CFP, CDFA

51 E Campbell Ave # 124

Campbell, California 95008

3.2 miles
5 / 5 (9 ratings)
Financial Statements
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax

MainStreet Financial Planning, Inc

236 N Santa Cruz Ave # 237

Los Gatos, California 95030

1.79 miles
5 / 5 (8 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Multi-state Experience
Years of Practice
CPA License

Carlyle Mortgage Corporation

1901 S Bascom Ave # 1410

Campbell, California 95008

3.43 miles
4.5 / 5 (8 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Real Estate
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Cross-border Taxation

B & R Accounting

1900 Camden Ave #204

San Jose, California 95124

2.2 miles
5 / 5 (7 ratings)

Castelli Financial

236 N Santa Cruz Ave #240

Los Gatos, California 95030

1.79 miles
5 / 5 (7 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance
SOX Compliance
Multi-state Experience
Cross-border Taxation

Vasona Accounting

15466 Los Gatos Blvd Suite 109210

Los Gatos, California 95032

0.23 miles
5 / 5 (7 ratings)
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
International Tax
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Startups
Non-profits
Manufacturing
Technology
QuickBooks
GAAP Compliance
Multi-state Experience

Lina's Tax Team

69 E Hamilton Ave

Campbell, California 95008

3.67 miles
4 / 5 (7 ratings)
Tax Preparation
Tax Planning
IRS Representation
International Tax
Small Businesses
Individual Taxpayers
Real Estate
Complex Situations
Multi-state Experience
Remote Services
CPA License

Martin Lowe, CPA

4595 Salina Dr

San Jose, California 95124

1.2 miles
5 / 5 (6 ratings)
Bookkeeping
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
QuickBooks
Years of Practice
CPA License
In-person Support

Paramount Tax & Acctg - Campbell

1475 S Bascom Ave #113

Campbell, California 95008

3.95 miles
5 / 5 (6 ratings)
Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
Bilingual Services
In-person Support

TJO & Associates Tax Preparation

274 E Hamilton Ave ste a

Campbell, California 95008

3.65 miles
5 / 5 (6 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Individual Taxpayers
QuickBooks
Internal Controls
Remote Services

RP Accountancy

1777 Hamilton Ave #1200

San Jose, California 95125

4.22 miles
5 / 5 (6 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Small Businesses
QuickBooks

CD Tax & Bookkeeping Services

1262 Hamilton Ave # B

Campbell, California 95008

3.94 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Hospitality
Construction
Manufacturing
Law Firms
QuickBooks

D&L Financial Services

280 E Hamilton Ave Ste G

Campbell, California 95008

3.63 miles
5 / 5 (5 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Multi-state Experience
Remote Services
Years of Practice
In-person Support

Olma Tax & Financial

459 Monterey Ave #207

Los Gatos, California 95030

1.59 miles
5 / 5 (5 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
Real Estate
Professional Services
Technology
QuickBooks
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License

Context Wealth Advisors

1901 S Bascom Ave suite 1500

Campbell, California 95008

3.43 miles
5 / 5 (5 ratings)
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers

Horizon M&A Advisors

51 E Campbell Ave #400g

Campbell, California 95008

3.2 miles
5 / 5 (5 ratings)
Business Consulting
Financial Statements
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO

Starker Services Inc

20 S Santa Cruz Ave #304

Los Gatos, California 95030

2.09 miles
5 / 5 (5 ratings)
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Real Estate

Marine Coast Financial

1936 Camden Ave

San Jose, California 95124

2.08 miles
4.5 / 5 (5 ratings)
Business Consulting
Tax Planning
Financial Advisory
Real Estate
Automotive

Kyrish CPA Inc.

3390 Todd Way

San Jose, California 95124

2.32 miles
5 / 5 (4 ratings)

Leal Financial Planning

900 E Hamilton Ave #100

Campbell, California 95008

3.76 miles
5 / 5 (4 ratings)

Grindy Tax Service, Inc

2247 Camden Ave

San Jose, California 95124

1.85 miles
5 / 5 (4 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks

Frey & Associates

3880 S Bascom Ave # 116

San Jose, California 95124

1.29 miles
4.5 / 5 (4 ratings)

Williams Tax Service

901 Campisi Way #120

Campbell, California 95008

3.58 miles
4 / 5 (4 ratings)
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Drake
Remote Services
Years of Practice
In-person Support

Jerome A Bellotti & Associates, A Division of SingerLewak

985 University Ave #8

Los Gatos, California 95032

0.92 miles
4 / 5 (4 ratings)
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
International Tax
Mergers and Acquisitions
High-net-worth Individuals
Government Contractors
Non-profits
Real Estate
Technology
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
Multi-state Experience
Cross-border Taxation

Accountyfy

1999 S Bascom Ave Suite 700

Campbell, California 95008

3.36 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Virtual CFO
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Technology
QuickBooks
Remote Services

Paige Fiduciary Services

2059 Camden Ave #344

San Jose, California 95124

1.86 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax

Truly Financial Group, LLC

235 Oak Meadow Dr

Los Gatos, California 95032

1.2 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
Real Estate
Professional Services
QuickBooks

Lamberty, Pyle & Associates LLP - CPA Firm Campbell - Accounting Firm Services

901 Campisi Way # 380

Campbell, California 95008

3.59 miles
5 / 5 (2 ratings)
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Budgeting
Forecasting
Mergers and Acquisitions
Small Businesses
Real Estate
Professional Services
Manufacturing
CPA License

La Jala & Associates

1999 S Bascom Ave 10 floor

Campbell, California 95008

3.35 miles
5 / 5 (2 ratings)

Robert Galindo, LPL Financial

3880 S Bascom Ave #210

San Jose, California 95124

1.28 miles
5 / 5 (2 ratings)

Fireside Tax Consulting Inc

1975 Hamilton Ave

San Jose, California 95125

4.1 miles
5 / 5 (2 ratings)

Seeba & Associates Inc

1825 Hamilton Ave

San Jose, California 95125

4.16 miles
5 / 5 (2 ratings)

Tax Man

1800 Hamilton Ave # 220

San Jose, California 95125

4.13 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
QuickBooks

Tammy M. Kettler, CPA

16185 Los Gatos Blvd #205

Los Gatos, California 95032

0.75 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
Healthcare
Hospitality
Construction
Manufacturing
Law Firms
QuickBooks
Internal Controls
CPA License

MJ Partners LLP

150 E Campbell Ave STE 201

Campbell, California 95008

3.15 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
International Tax
Project-Based Engagements
Small Businesses
SOX Compliance
Internal Controls
Cross-border Taxation
CPA License

Silicon Valley HiTech Accounting, LLC

1999 S Bascom Ave Suite 700

Campbell, California 95008

3.36 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Sales Tax Compliance
Budgeting
Small Businesses
Startups
Individual Taxpayers
Government Contractors
Construction
Technology
QuickBooks
GAAP Compliance
Remote Services
Years of Practice
CPA License

Corrine Hung

900 E Hamilton Ave #100

Campbell, California 95008

3.76 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
QuickBooks
Years of Practice
CPA License

Steve Larson Direct, Inc

1999 S Bascom Ave Suite 700

Campbell, California 95008

3.36 miles
5 / 5 (1 ratings)

Janda Jeffrey CPA

987 University Ave # 6

Los Gatos, California 95032

0.98 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Estate and Trust Tax
High-net-worth Individuals
Real Estate
Construction
Manufacturing
Multi-state Experience

Offereins Janda Roe & Mccahan

987 University Ave # 6

Los Gatos, California 95032

0.98 miles
5 / 5 (1 ratings)
Accounting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
GAAP Compliance

Ynchausti & Company, CPA, Inc

5369 Camden Ave #200

San Jose, California 95124

2.74 miles
5 / 5 (1 ratings)

BetterWealth

1475 Saratoga Ave #200

San Jose, California 95129

4.18 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Robert Chaykin - Morgan Stanley

16000 Los Gatos Blvd

Los Gatos, California 95032

0.58 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Multi-state Experience
Cross-border Taxation

Al Barron - Morgan Stanley

16000 Los Gatos Blvd

Los Gatos, California 95032

0.58 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Non-profits
Complex Situations
Multi-state Experience
Cross-border Taxation

Eric Han - Financial Advisor, Ameriprise Financial Services, LLC

591 W Hamilton Ave Ste 110

Campbell, California 95008

3.68 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
E-Commerce
Real Estate
Healthcare
Professional Services
Technology
Law Firms
Insurance Agencies
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
SOX Compliance
Risk Management
Multi-state Experience
Cross-border Taxation
CPA License

Henry Plata - Private Wealth Advisor, Ameriprise Financial Services, LLC

591 W Hamilton Ave Ste 110

Campbell, California 95008

3.68 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
High-net-worth Individuals
QuickBooks
GAAP Compliance
IFRS Compliance
SOX Compliance
Risk Management
Multi-state Experience
Cross-border Taxation
CPA License

Legacy Capital Group California

459 Monterey Ave #100

Los Gatos, California 95030

1.6 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

Securities America Inc

1262 E Hamilton Ave

Campbell, California 95008

3.93 miles
5 / 5 (1 ratings)
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
QuickBooks
Xero
NetSuite
UltraTax
Lacerte
GAAP Compliance
IFRS Compliance
Risk Management
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Remote Services

Montage Capital

#100, 900 E Hamilton Ave

Campbell, California 95008

3.77 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
QuickBooks
Xero
NetSuite
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
Remote Services
Bilingual Services

Merrill Edge

333 N Santa Cruz Ave

Los Gatos, California 95030

1.74 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Multi-state Experience
CPA License

Kane Investment Management, Inc.

15466 Los Gatos Blvd #213

Los Gatos, California 95032

0.23 miles
5 / 5 (1 ratings)

Scharf Investments, LLC

16450 Los Gatos Blvd # 207

Los Gatos, California 95032

1 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Individual Taxpayers
Multi-state Experience
Cross-border Taxation

Enterprise Trust & Investment

15425 Los Gatos Blvd # 150

Los Gatos, California 95032

0.31 miles
5 / 5 (1 ratings)

Fugate Business Solutions

1637 Meridian Ave

San Jose, California 95125

4.21 miles
5 / 5 (1 ratings)
Bookkeeping
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services

RD's Tax Strategies, Inc.

3190 S Bascom Ave #205

San Jose, California 95124

1.79 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Multi-state Experience
Remote Services

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.