333 H St Suite 5000
Chula Vista, California 91910
468 Third Ave
Chula Vista, California 91910
1733 National Ave
San Diego, California 92113
217 Church Ave
Chula Vista, California 91910
720 Palm Ave
National City, California 91950
470 Third Ave #7
Chula Vista, California 91910
36 N Euclid Ave Suite 104
National City, California 91950
600 B St Suite 300
San Diego, California 92101
529 3rd Ave
Chula Vista, California 91910
355 3rd Ave Suite 106
Chula Vista, California 91910
5069 Logan Ave
San Diego, California 92113
119 E 8th St
National City, California 91950
730 Broadway #301
Chula Vista, California 91910
642 3rd Ave
Chula Vista, California 91910
4045 Bonita Rd
Bonita, California 91902
5012 Central Ave suite j
Bonita, California 91902
1635 Sweetwater Rd C2
National City, California 91950
265 E St Suite E
Chula Vista, California 91910
728 E 8th St
National City, California 91950
1341 E 8th St # E
National City, California 91950
C27a, 310 3rd Ave
Chula Vista, California 91910
Chula Vista, California 91910
2446 Imperial Ave
San Diego, California 92102
600 B St Suite 300
San Diego, California 92101
310 3rd Ave Ste A28
Chula Vista, California 91910
230 Glover Ave #K
Chula Vista, California 91910
353 3rd Ave #202
Chula Vista, California 91910
1212 28th St
San Diego, California 92102
880 National City Blvd
National City, California 91950
345 F St #175
Chula Vista, California 91910
247 3rd Ave ste f
Chula Vista, California 91910
569 3rd Ave
Chula Vista, California 91910
6926 Paradise Valley Rd #33
San Diego, California 92114
3142 E Plaza Blvd h
National City, California 91950
355 K St STE F
Chula Vista, California 91911
815 3rd Ave #219
Chula Vista, California 91911
659 3rd Ave e
Chula Vista, California 91910
1341 E 8th St
National City, California 91950
5100 Federal Blvd
San Diego, California 92105
629 3rd Ave Suite K-2
Chula Vista, California 91910
350 Tenth Ave suite 1000
San Diego, California 92101
737 3rd Ave f
Chula Vista, California 91910
750 B St suite 2230
San Diego, California 92101
333 H St Suite 5000
Chula Vista, California 91910
Imperial Bank Tower, 701 B St #1830
San Diego, California 92101
3175 Juniper St
San Diego, California 92104
4364 Bonita Rd #11
Chula Vista, California 91902
2657 Fenton Pl
National City, California 91950
124 E 30th St D
National City, California 91950
642 3rd Ave suite d
Chula Vista, California 91910
800 The Mark Ln #1708
San Diego, California 92101
600 B St Suite 300
San Diego, California 92101
350 Tenth Ave #1000
San Diego, California 92101
701 B St Suite 1650
San Diego, California 92101
701 B St 24th Floor
San Diego, California 92101
2140 Hoover Ave #115
National City, California 91950
310 3rd Ave Suite C-22
Chula Vista, California 91910
4190 Bonita Rd UNIT 209
Bonita, California 91902
4420 Bonita Rd
Bonita, California 91902
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.