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CPA's in Modesto

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Five Star Income Tax Service, Inc
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Five Star Income Tax Service, Inc

121 E Orangeburg Ave #5

Modesto, California 95350

+1 209-422-6134
1.23 miles
5 / 5 (174 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
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5 Star Income Tax Services
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5 Star Income Tax Services

719 5th St

Modesto, California 95351

+1 209-579-9440
2.82 miles
4.5 / 5 (149 ratings)
Bookkeeping
Payroll
Tax Preparation
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Ed Parcaut - Mortgage Broker - Lending For Living
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Ed Parcaut - Mortgage Broker - Lending For Living

121 Rue De Yoe

Modesto, California 95354

+1 209-528-0509
2.42 miles
4.5 / 5 (77 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Startups
Real Estate
QuickBooks
GAAP Compliance
State-Specific Experience
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Jones Financial Credit Repair - Debt Management Company, Business Credit Counseling
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Jones Financial Credit Repair - Debt Management Company, Business Credit Counseling

1400 Mitchell Rd Suit A

Modesto, California 95351

+1 209-289-0808
5.94 miles
4.5 / 5 (57 ratings)
Financial Advisory
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Athenian Plaza
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Athenian Plaza

1501 Coffee Rd STE P

Modesto, California 95355

+1 209-510-0879
1.99 miles
4 / 5 (60 ratings)
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Apoyo Financiero Modesto
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Apoyo Financiero Modesto

1413 Crows Landing Rd

Modesto, California 95351

+1 209-248-8415
4.56 miles
4.5 / 5 (52 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
Bilingual Services
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LHR Insurance
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LHR Insurance

2542 Patterson Rd # B

Riverbank, California 95367

+1 209-863-9079
5.15 miles
4 / 5 (43 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
State-Specific Experience
In-person Support
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URecords LLC (Bookkeeping and Payroll Services)
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URecords LLC (Bookkeeping and Payroll Services)

2313 Lehi Ave

Modesto, California 95351

+1 209-750-6007
5.28 miles
5 / 5 (35 ratings)
Bookkeeping
Payroll
Tax Preparation
Sales Tax Compliance
Entity Structuring
Small Businesses
QuickBooks
Gusto
ADP
Paychex
Bilingual Services
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Graceada Partners
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Graceada Partners

1300 K St 2nd Flr

Modesto, California 95354

+1 209-576-2240
2.26 miles
4 / 5 (37 ratings)
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Forensic Accounting
Mergers and Acquisitions
Real Estate
GAAP Compliance
Internal Controls
Risk Management
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Christine Reynolds EA
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Christine Reynolds EA

228 Walker Rd

Toledo, WA 98591

+1 209-605-3568
0.89 miles
5 / 5 (32 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Remote Services
Years of Practice
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Priority Tax Service
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Priority Tax Service

4230 Kiernan Ave #100

Modesto, California 95356

+1 209-222-3660
4.22 miles
4 / 5 (36 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
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Valley Sierra Small Business Development Center
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Valley Sierra Small Business Development Center

1625 I St

Modesto, California 95354

+1 209-422-6416
2.3 miles
4.5 / 5 (22 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
Startups
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Transworld Business Advisors of Tri-Valley
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Transworld Business Advisors of Tri-Valley

602 Lyell Dr suite a

Modesto, California 95356

+1 209-672-2067
2 miles
5 / 5 (19 ratings)
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Marisol's Taxes & Financial Services LLC
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Marisol's Taxes & Financial Services LLC

Barrios Realty Building, 823 15th St

Modesto, California 95354

+1 559-212-4548
2.39 miles
5 / 5 (19 ratings)
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Cynthia Ruiz Latina Realtor
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Cynthia Ruiz Latina Realtor

1700 Crows Landing Rd

Modesto, California 95358

+1 209-480-4578
4.91 miles
4.5 / 5 (19 ratings)
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Jones Financial Credit Services
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Jones Financial Credit Services

1400 Mitchell Rd

Modesto, California 95351

+1 209-289-0808
5.94 miles
5 / 5 (17 ratings)
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Anthony Butera: Primerica - Financial Services
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Anthony Butera: Primerica - Financial Services

4713 Enterprise Way #2

Modesto, California 95356

+1 209-214-9546
4.02 miles
4 / 5 (18 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
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Jessi Bohn Tax Services
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Jessi Bohn Tax Services

2909 Coffee Rd Ste 14

Modesto, California 95355

+1 209-602-4147
1.93 miles
5 / 5 (15 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
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GSDSolutions
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GSDSolutions

931 10th St Suite 610

Modesto, California 95354

+1 209-901-5556
2.47 miles
4.5 / 5 (15 ratings)
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Rosemarie Sy, EA
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Rosemarie Sy, EA

3600 Sisk Rd #5A-9

Modesto, California 95356

+1 209-823-8698
2.91 miles
4.5 / 5 (14 ratings)
Bookkeeping
Tax Preparation
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James Daniels JD CPA
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James Daniels JD CPA

4707 Greenleaf Ct Suite A

Modesto, California 95356

+1 209-338-1550
3.88 miles
4.5 / 5 (13 ratings)
Tax Preparation
Tax Planning
IRS Representation
Real Estate
Construction
QuickBooks
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Interface Company Solutions, Inc.
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Interface Company Solutions, Inc.

4640 Spyres Way #5

Modesto, California 95356

+1 323-979-9265
2.28 miles
5 / 5 (10 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
E-Commerce
QuickBooks
Xero
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Arthur Burk Income Tax Services
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Arthur Burk Income Tax Services

1203 Tully Rd

Modesto, California 95350

+1 209-549-9115
0.96 miles
4.5 / 5 (11 ratings)
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Rene Coburn & Company
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Rene Coburn & Company

809 Sylvan Ave #101

Modesto, California 95350

+1 209-527-6300
1.81 miles
4.5 / 5 (10 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
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APS Tax and Accounting Services
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APS Tax and Accounting Services

3421 Tully Rd Suite G1a

Modesto, California 95350

+1 209-568-2445
0.97 miles
5 / 5 (8 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
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De Vaney Business Services
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De Vaney Business Services

1050 N Carpenter Rd i

Modesto, California 95351

+1 209-524-4345
2.03 miles
4.5 / 5 (8 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
High-net-worth Individuals
QuickBooks
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Marie B Kelly & Associates
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Marie B Kelly & Associates

704 I St

Modesto, California 95354

+1 209-529-2900
2.62 miles
5 / 5 (7 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Small Businesses
Large Enterprises
Individual Taxpayers
Bilingual Services
Years of Practice
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Maria T Chavez: Primerica - Financial Services
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Maria T Chavez: Primerica - Financial Services

101 College Ave # 4

Modesto, California 95350

+1 209-267-4818
1.98 miles
5 / 5 (7 ratings)
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Juarez Zarate & Co
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Juarez Zarate & Co

1110 Tully Rd

Modesto, California 95350

+1 209-522-1192
1.07 miles
4 / 5 (7 ratings)
Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
QuickBooks
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Patricia Gillum CPA
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Patricia Gillum CPA

1801 Tully Rd C2

Modesto, California 95350

+1 209-525-9211
0.28 miles
5 / 5 (6 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Small Businesses
Startups
Individual Taxpayers
Non-profits
QuickBooks
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Sargent Sargent & Bryan Inc
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Sargent Sargent & Bryan Inc

1332 Coffee Rd

Modesto, California 95355

+1 209-525-9855
2.12 miles
4 / 5 (6 ratings)
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Central Valley Tax Resolution
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Central Valley Tax Resolution

5225 Pentecost Dr # 20

Modesto, California 95356

+1 209-616-1040
2.84 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Hospitality
Construction
Professional Services
Manufacturing
QuickBooks
State-Specific Experience
Multi-state Experience
Local Tax Credits
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Joseph Manglona - Thrivent
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Joseph Manglona - Thrivent

931 10th St #1063

Modesto, California 95354

+1 510-892-4300
2.47 miles
5 / 5 (5 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
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Think Big Construction Accounting
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Think Big Construction Accounting

931 10th St STE 746

Modesto, California 95354

+1 209-214-7540
2.47 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Budgeting
Financial Advisory
Outsourced Accounting
Construction
Contractors
Sage
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Bells Tax Service
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Bells Tax Service

205 Orange Ave

Modesto, California 95350

+1 209-527-2452
1.9 miles
4 / 5 (5 ratings)
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LaVelle Dolores Mika CPA
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LaVelle Dolores Mika CPA

618 15th St

Modesto, California 95354

+1 209-578-3845
2.57 miles
5 / 5 (4 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
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Angelica & Jose Pulido : Primerica
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Angelica & Jose Pulido : Primerica

4230 Kiernan Ave STE 145

Modesto, California 95356

+1 209-543-9507
4.23 miles
5 / 5 (4 ratings)
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Bilingual Services
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Ralph Carrasco - Business Advisor - Consultant
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Ralph Carrasco - Business Advisor - Consultant

2937 Veneman Ave Suite A210

Modesto, California 95356

+1 209-703-4300
2.31 miles
5 / 5 (4 ratings)
Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Startups
Real Estate
Professional Services
QuickBooks
Multi-state Experience
Local Tax Credits
Years of Practice
CPA License
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Bookkeeping Plus Tax
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Bookkeeping Plus Tax

1133 N Carpenter Rd Space 3

Modesto, California 95351

+1 209-300-7563
1.98 miles
5 / 5 (4 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
IRS Representation
Sales Tax Compliance
Small Businesses
Restaurants
QuickBooks
State-Specific Experience
Remote Services
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Johnson & Associates Cpas Inc
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Johnson & Associates Cpas Inc

631 15th St #2510

Modesto, California 95354

+1 209-236-1040
2.54 miles
4 / 5 (4 ratings)
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Hawks & Associates CPAs, Inc.
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Hawks & Associates CPAs, Inc.

1015 14th St

Modesto, California 95354

+1 209-529-4060
2.27 miles
5 / 5 (3 ratings)
Bookkeeping
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Forensic Accounting
QuickBooks
GAAP Compliance
Multi-state Experience
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Gordin & Associates Inc
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Gordin & Associates Inc

1615 H St

Modesto, California 95354

+1 209-523-2639
2.39 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Financial Advisory
Small Businesses
QuickBooks
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Bookkeepers Business Services
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Bookkeepers Business Services

201 E Rumble Rd # A2

Modesto, California 95350

+1 209-526-4004
1.1 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
QuickBooks
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Blom & Howell Financial Planning
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Blom & Howell Financial Planning

3340 Tully Rd # B4

Modesto, California 95350

+1 209-857-5207
0.88 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Risk Management
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Construction Accountants
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Construction Accountants

4707 Greenleaf Ct SteA

Modesto, California 95356

+1 209-338-1550
3.88 miles
5 / 5 (2 ratings)
Bookkeeping
Audit
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
Construction
QuickBooks
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Warmerdam CPA Group
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Warmerdam CPA Group

1500 Standiford Ave C

Modesto, California 95350

+1 209-579-0306
1.06 miles
5 / 5 (2 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Small Businesses
Individual Taxpayers
QuickBooks
Bilingual Services
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Kalunian & Milliken LLP
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Kalunian & Milliken LLP

1220 13th St

Modesto, California 95354

+1 209-529-0731
2.11 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Individual Taxpayers
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Johnston-Kelley & Co
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Johnston-Kelley & Co

1601 I St #350

Modesto, California 95354

+1 209-529-5377
2.3 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Individual Taxpayers
QuickBooks
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Gallagher Gatewood, a Professional Accountancy Corporation
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Gallagher Gatewood, a Professional Accountancy Corporation

220 Standiford Ave Suite H

Modesto, California 95350

+1 209-526-3091
1.23 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Small Businesses
Mid-size Businesses
Non-profits
Real Estate
Professional Services
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Local Tax Credits
CPA License
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Warmerdam CPA Group - Ever S. Ventura, CPA
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Warmerdam CPA Group - Ever S. Ventura, CPA

1500 Standiford Ave C

Modesto, California 95350

+1 209-579-0306
1.05 miles
5 / 5 (2 ratings)
Bookkeeping
Payroll
Tax Preparation
Small Businesses
Individual Taxpayers
QuickBooks
Bilingual Services
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Kenoyer Financial & Insurance Solutions
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Kenoyer Financial & Insurance Solutions

1022 14th St

Modesto, California 95354

+1 209-222-3687
2.24 miles
5 / 5 (2 ratings)
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Michael Hicks, CPA
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Michael Hicks, CPA

1801 Tully Rd ste e

Modesto, California 95350

+1 209-846-7611
0.28 miles
5 / 5 (1 ratings)
Tax Preparation
Small Businesses
Individual Taxpayers
QuickBooks
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Daniel E Fitzgerald CPA
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Daniel E Fitzgerald CPA

1015 14th St

Modesto, California 95354

+1 209-529-4060
2.27 miles
5 / 5 (1 ratings)
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Non-profits
Real Estate
Professional Services
Agriculture
QuickBooks
GAAP Compliance
Internal Controls
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Clendenin Bird & Co: Gatewood, Cathy L CPA
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Clendenin Bird & Co: Gatewood, Cathy L CPA

3501 Tully Rd B

Modesto, California 95356

+1 209-526-3091
1.04 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Small Businesses
Mid-size Businesses
Non-profits
QuickBooks
GAAP Compliance
State-Specific Experience
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Stephens Accountancy Corporation
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Stephens Accountancy Corporation

5700 Hall Rd

Modesto, California 95358

+1 209-543-0490
7.12 miles
5 / 5 (1 ratings)
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Rooted Wealth Management - Raymond James
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Rooted Wealth Management - Raymond James

1101 Sylvan Ave C-101

Modesto, California 95350

+1 209-447-0700
2.08 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
High-net-worth Individuals
Complex Situations
Multi-state Experience
Cross-border Taxation
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Money Concepts | Rhodes Financial Group
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Money Concepts | Rhodes Financial Group

3340 Tully Rd # D2

Modesto, California 95350

+1 209-549-8000
0.87 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
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WealthWave_Modesto CA
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WealthWave_Modesto CA

1314 G St

Modesto, California 95354

+1 209-341-1650
2.58 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
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Merrill Lynch Financial Advisor Leonard Jalli
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Merrill Lynch Financial Advisor Leonard Jalli

801 10th St Suite 1

Modesto, California 95354

+1 209-578-2612
2.58 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Bruce Jensen: Primerica - Financial Services
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Bruce Jensen: Primerica - Financial Services

4713 Enterprise Way #2

Modesto, California 95356

+1 209-566-9332
4.02 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
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Paul Zagaris LoanWiz
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Paul Zagaris LoanWiz

1156 Scenic Dr

Modesto, California 95350

+1 209-614-1394
2.59 miles
5 / 5 (1 ratings)
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Transworld Business Advisors of Modesto
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Transworld Business Advisors of Modesto

2937 Veneman Ave Suite A210

Modesto, California 95356

+1 209-672-2067
2.31 miles
5 / 5 (1 ratings)
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Delta Pacific Investment Management
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Delta Pacific Investment Management

1111 I St Suite 304

Modesto, California 95354

+1 209-338-0130
2.45 miles
5 / 5 (1 ratings)
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C Keeler Consulting
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C Keeler Consulting

+1 209-456-2441
3.26 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
Small Businesses
Professional Services
QuickBooks
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V & R Business Services
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V & R Business Services

530 14th St

Modesto, California 95354

+1 209-579-7011
2.64 miles
5 / 5 (1 ratings)
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CYNTHIA RUIZ YOUR PREFERRED REALTOR DRE 01209088
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CYNTHIA RUIZ YOUR PREFERRED REALTOR DRE 01209088

1700 Crows Landing Rd

Modesto, California 95358

+1 209-480-4578
4.91 miles
5 / 5 (1 ratings)
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DIJ Business Services
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DIJ Business Services

14th & H, Professional building, 802 14th St ste n

Modesto, California 95354

+1 888-909-7583
2.44 miles
5 / 5 (1 ratings)
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Jenkins Consulting
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Jenkins Consulting

1521 Goldenwood Dr

Modesto, California 95350

+1 209-214-8530
0.64 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Technology
QuickBooks
Remote Services
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External Resources Inc
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External Resources Inc

2937 Veneman Ave suite a-210

Modesto, California 95356

+1 209-480-9949
2.31 miles
5 / 5 (1 ratings)
Business Consulting
Non-profits
Professional Services
Technology
Remote Services
Bilingual Services
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VALIC Financial Advisors Office
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VALIC Financial Advisors Office

1150 9th St #1212

Modesto, California 95354

+1 209-571-4460
2.33 miles
4 / 5 (1 ratings)
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Educational Institutions
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks
Xero
NetSuite
ADP
Paychex
GAAP Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Remote Services
Bilingual Services
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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.