555 Corporate Dr
Ladera Ranch, California 92694
30021 Tomas #300
Rancho Santa Margarita, California 92688
13844 Alton Pkwy #134
Irvine, California 92618
23832 Rockfield Blvd Suite 230
Lake Forest, California 92630
23181 Verdugo Dr # 100B
Laguna Hills, California 92653
25241 Paseo De Alicia Ste 140
Laguna Hills, California 92653
23331 El Toro Rd Ste 201
Lake Forest, California 92630
25231 Paseo De Alicia
Laguna Hills, California 92653
15101 Alton Pkwy Suite 450
Irvine, California 92618
14 Hughes ste b200
Irvine, California 92618
2 S Pointe Dr Suite 185
Lake Forest, California 92630
130 Vantis Dr Suite 145
Aliso Viejo, California 92656
23881 Via Fabricante suite 501
Mission Viejo, California 92691
23276 S Pointe Dr STE 112
Laguna Hills, California 92653
85 Argonaut #100
Aliso Viejo, California 92656
23121 Verdugo Dr #100
Laguna Hills, California 92653
23565 Ribalta
Mission Viejo, California 92692
999 Corporate Dr Ste 100
Ladera Ranch, California 92694
30021 Tomas #300
Rancho Santa Margarita, California 92688
27201 Puerta Real Suite 300
Mission Viejo, California 92691
26861 Oak Hollow Rd
Laguna Hills, California 92653
21991 El Toro Rd Ste 4
Lake Forest, California 92630
85 Argonaut STE 105
Aliso Viejo, California 92656
27201 Puerta Real Suite 300
Mission Viejo, California 92691
65 Enterprise Suite 425-B
Aliso Viejo, California 92656
6-B Liberty Ste 150
Aliso Viejo, California 92656
29851 Aventura #80790
Rancho Santa Margarita, California 92688
85 Argonaut # 200
Aliso Viejo, California 92656
27201 Puerta Real Suite 300
Mission Viejo, California 92691
26895 Aliso Creek Rd B-237
Aliso Viejo, California 92656
27281 Las Ramblas Suite 138
Mission Viejo, California 92691
23832 Rockfield Blvd #175
Lake Forest, California 92630
6B Liberty STE 215
Aliso Viejo, California 92656
120 Vantis Dr #300
Aliso Viejo, California 92656
26050 Acero
Mission Viejo, California 92691
22342 Avenida Empresa Ste 240
Rancho Santa Margarita, California 92688
26400 La Alameda Ste 214
Mission Viejo, California 92691
23193 La Cadena Dr STE 103
Laguna Hills, California 92653
26800 Aliso Viejo Pkwy #200
Aliso Viejo, California 92656
27861 Cummins Dr
Laguna Niguel, California 92677
25201 Paseo De Alicia #116
Laguna Hills, California 92653
22951 Los Alisos Blvd #6
Mission Viejo, California 92691
30211 Avenida de las Banderas # 200
Rancho Santa Margarita, California 92688
23171 La Cadena Dr
Laguna Hills, California 92653
65 Enterprise
Aliso Viejo, California 92656
26400 La Alameda #201
Mission Viejo, California 92691
24000 Alicia Pkwy Suite, 17-233
Mission Viejo, California 92691
23201 Lake Center Dr #300
Lake Forest, California 92630
120 Vantis Dr #300
Aliso Viejo, California 92656
22982 La Cadena Dr Suite 15
Laguna Hills, California 92653
30212 Tomas STE 200
Rancho Santa Margarita, California 92688
27001 La Paz Rd Suite 406a
Mission Viejo, California 92691
23591 El Toro Rd suite 260
Lake Forest, California 92630
25221 Longwood Ln
Lake Forest, California 92630
27281 Las Ramblas #135
Mission Viejo, California 92691
24031 El Toro Rd Ste 330
Laguna Hills, California 92653
30211 Avenida de las Banderas #200
Rancho Santa Margarita, California 92688
24031 El Toro Rd Ste 210
Laguna Hills, California 92653
23807 Aliso Creek Rd Suite 100
Laguna Niguel, California 92677
25231 Paseo De Alicia #205
Laguna Hills, California 92653
24405 Goldrush Ridge Ln
Laguna Niguel, California 92677
23172 Plaza Pointe Dr #165
Laguna Hills, California 92653
23276 S Pointe Dr STE 219
Laguna Hills, California 92653
23665 Birtcher Dr
Lake Forest, California 92630
1 Polaris Way #100
Aliso Viejo, California 92656
26041 Acero
Mission Viejo, California 92691
23591 El Toro Rd #140
Lake Forest, California 92630
23861 El Toro Rd #703
Lake Forest, California 92630
25950 Acero Ste 370
Mission Viejo, California 92691
9911 Irvine Center Dr
Irvine, California 92618
25431 Cabot Rd # 106
Laguna Hills, California 92653
28095 Edelweiss Ct
Laguna Niguel, California 92677
999 Corporate Dr Ste 100
Ladera Ranch, California 92694
30211 Avenida de las Banderas # 200
Rancho Santa Margarita, California 92688
65 Enterprise Suite 303
Aliso Viejo, California 92656
22956 El Toro Rd
Lake Forest, California 92630
26050 Acero
Mission Viejo, California 92691
6B Liberty STE 225
Aliso Viejo, California 92656
23197 La Cadena Dr
Laguna Hills, California 92653
25231 Paseo De Alicia #205
Laguna Hills, California 92653
27201 Puerta Real Suite 300
Mission Viejo, California 92691
23120 Alicia Pkwy SUITE 221
Mission Viejo, California 92692
26050 Acero STE 413
Mission Viejo, California 92691
555 Corporate Dr Ste 110
Ladera Ranch, California 92694
22952 El Toro Rd
Lake Forest, California 92630
24422 Avenida De La Carlota
Laguna Hills, California 92653
555 Corporate Dr Ste 250
Ladera Ranch, California 92694
23705 Birtcher Dr
Lake Forest, California 92630
27405 Puerta Real # 340
Mission Viejo, California 92691
24031 El Toro Rd Ste 220
Laguna Hills, California 92653
24881 Alicia Pkwy E-144
Laguna Hills, California 92653
29811 Santa Margarita Pkwy Ste 500
Rancho Santa Margarita, California 92688
23161 Lake Center Dr #200
Lake Forest, California 92630
999 Corporate Dr Ste 100
Ladera Ranch, California 92694
9831 Irvine Center Dr Suite #200
Irvine, California 92618
15707 Rockfield Blvd #130
Irvine, California 92618
15520 Rockfield Blvd
Irvine, California 92618
15707 Rockfield Blvd #135
Irvine, California 92618
9870 Research Dr
Irvine, California 92618
25201 Paseo De Alicia Suite 125
Laguna Hills, California 92653
22936 El Toro Rd
Lake Forest, California 92630
22994 El Toro Rd
Lake Forest, California 92630
15520 Rockfield Blvd Ste. G
Irvine, California 92618
23101 Lake Center Dr #340
Lake Forest, California 92630
25950 Acero #310
Mission Viejo, California 92691
27201 Puerta Real #465
Mission Viejo, California 92691
26060 Acero Ste 109
Mission Viejo, California 92691
26300 La Alameda Suite 210
Mission Viejo, California 92691
27772 Vista Del Lago #21
Mission Viejo, California 92692
555 Corporate Dr Ste 100
Ladera Ranch, California 92694
25255 Cabot Rd #203
Laguna Hills, California 92653
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.