Best CPA's Nearby

CPA's in Pacific Palisades

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Gerber Kawasaki Wealth and Investment Management

2437 Main St

Santa Monica, California 90405

3.88 miles
4 / 5 (145 ratings)
Tax Planning
Financial Advisory

Maurice Joffe Tax Services

12222 Wilshire Blvd #106

Los Angeles, California 90025

3.31 miles
4.5 / 5 (54 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Years of Practice
CPA License

Expert Dojo

395 Santa Monica Pl #308

Santa Monica, California 90401

3 miles
4.5 / 5 (49 ratings)

Leon Nazarian, CPA, JD

730 Arizona Ave Ste 200

Santa Monica, California 90401

2.69 miles
5 / 5 (40 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax
Small Businesses
Individual Taxpayers
Non-profits
GAAP Compliance
Internal Controls
Remote Services
Years of Practice
CPA License

Defense Tax Partners | Tax Relief Attorneys, State & Irs Tax Debt Settlement, Free Consultation

124 Montana Ave

Santa Monica, California 90403

2.08 miles
5 / 5 (38 ratings)
Tax Preparation
Tax Planning
IRS Representation

Kermani LLP

2719 Wilshire Blvd #250

Santa Monica, California 90403

2.95 miles
5 / 5 (32 ratings)

Konell Ruggiero LLP

401 Wilshire Blvd

Santa Monica, California 90401

2.51 miles
5 / 5 (30 ratings)

Kohen Financial Group

12100 Wilshire Blvd Suite 800

Los Angeles, California 90025

3.35 miles
4.5 / 5 (28 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Real Estate

Jarrar & Associates CPAS, INC

100 Wilshire Blvd Suite 700

Santa Monica, California 90401

2.6 miles
5 / 5 (19 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Forensic Accounting
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Healthcare
Hospitality
Professional Services
QuickBooks
Multi-state Experience
Remote Services
In-person Support

GOFIGURE BOOKKEEPING

Santa Monica, California 90401

2.81 miles
5 / 5 (17 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Budgeting
Forecasting
Financial Advisory
Small Businesses
Startups
QuickBooks
Xero

DelMorgan & Co

100 Wilshire Blvd

Santa Monica, California 90401

2.6 miles
4 / 5 (21 ratings)
Financial Advisory
International Tax
Mergers and Acquisitions
Complex Situations
Multi-state Experience
Cross-border Taxation

Divorce Analytics

2219 Main St Unit #446

Santa Monica, California 90405

3.73 miles
5 / 5 (16 ratings)

West Los Angeles Branch TFA

12400 Wilshire Blvd #300

Los Angeles, California 90025

3.25 miles
5 / 5 (13 ratings)

Madison Tax Solutions Inc

100 Wilshire Blvd #700

Santa Monica, California 90401

2.6 miles
4 / 5 (14 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Real Estate

Express Financial & Insurance Services Inc.

3222 Santa Monica Blvd

Santa Monica, California 90404

3.39 miles
5 / 5 (12 ratings)
Bookkeeping
Business Consulting
Tax Preparation
IRS Representation
Sales Tax Compliance
Financial Advisory
Small Businesses
Mid-size Businesses
Large Enterprises
Individual Taxpayers
QuickBooks
GAAP Compliance
Local Tax Credits

Edge Solutions Group

1321 7th St Suite 203

Santa Monica, California 90401

2.72 miles
5 / 5 (11 ratings)

Kays Tax & Accounting Services, CPA

11601 Wilshire Blvd #501

Los Angeles, California 90025

3.77 miles
5 / 5 (9 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Financial Advisory
Small Businesses
High-net-worth Individuals
Non-profits
Real Estate
Construction
Technology
QuickBooks
GAAP Compliance
Multi-state Experience
Remote Services
Bilingual Services

ADVOCATE - Residential Construction Advisors

520 Broadway #200

Santa Monica, California 90401

2.96 miles
5 / 5 (9 ratings)
Business Consulting
Tax Planning
Budgeting
Financial Advisory
Forensic Accounting
Project-Based Engagements
Real Estate
Construction
Contractors
Risk Management

European Investment Management Services

11661 San Vicente Blvd # 220

Los Angeles, California 90049

3.55 miles
5 / 5 (9 ratings)
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Multi-state Experience
Cross-border Taxation

Medkiff Michael L CPA

12424 Wilshire Blvd #1130

Los Angeles, California 90025

3.22 miles
5 / 5 (8 ratings)

Kobek Accounting Group Inc

2812 Santa Monica Blvd # 204

Santa Monica, California 90404

3.23 miles
4 / 5 (9 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits

Robert Ricco, Inc, An Accountancy Corp

312 Arizona Ave

Santa Monica, California 90401

2.7 miles
4.5 / 5 (8 ratings)
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
Construction
QuickBooks
NetSuite
State-Specific Experience
Multi-state Experience
CPA License

Satori Wealth Management, Inc.

12100 Wilshire Blvd 8th floor

Los Angeles, California 90025

3.36 miles
5 / 5 (7 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

DLHORTON ADVISORS

610 Santa Monica Blvd #216

Santa Monica, California 90401

2.81 miles
5 / 5 (6 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Insurance Agencies

Noir Financial

100 Wilshire Blvd Suite 700

Santa Monica, California 90401

2.6 miles
5 / 5 (6 ratings)

Joseph Latif, CPA

12100 Wilshire Blvd #878

Los Angeles, California 90025

3.35 miles
4 / 5 (6 ratings)
Bookkeeping
Accounting
Assurance
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
E-Commerce
Real Estate
Healthcare
Restaurants
Construction
Contractors
Professional Services
Manufacturing
Automotive
QuickBooks
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License
In-person Support

AR CPA

1535 6th St Suite 407

Santa Monica, California 90401

3 miles
5 / 5 (5 ratings)

CAPITAL OVERSIGHT INC

2118 Wilshire Blvd #1000

Santa Monica, California 90403

2.76 miles
4.5 / 5 (5 ratings)

Golbar & Associates

814 S Westgate Ave #100

Los Angeles, California 90049

3.24 miles
4 / 5 (5 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Startups
Individual Taxpayers
Non-profits
QuickBooks
Lacerte
GAAP Compliance
Multi-state Experience
Years of Practice
CPA License

FMP Accounting

401 Wilshire Blvd 12th Floor

Santa Monica, California 90401

2.52 miles
5 / 5 (4 ratings)
Accounting
Financial Statements
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Remote Services
CPA License

Dimensional Fund Advisors

1299 Ocean Ave

Santa Monica, California 90401

2.68 miles
5 / 5 (4 ratings)

Lone Oak Fund

11611 San Vicente Blvd # 640

Los Angeles, California 90049

3.64 miles
5 / 5 (4 ratings)
Business Consulting
Financial Statements
Tax Planning
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Mergers and Acquisitions
Real Estate
Risk Management

Guggenheim Partners

100 Wilshire Blvd

Santa Monica, California 90401

2.6 miles
4 / 5 (4 ratings)
Financial Advisory
Risk Management

The Entrust Group

520 Broadway

Santa Monica, California 90401

2.95 miles
4 / 5 (4 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Real Estate

Cuong Le CPA Inc

2020 Pico Blvd Ste C

Santa Monica, California 90405

3.82 miles
5 / 5 (3 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
Remote Services
Years of Practice
CPA License

S & S Financial Services

12016 Wilshire Blvd # 2

Los Angeles, California 90025

3.43 miles
5 / 5 (3 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Real Estate
State-Specific Experience
Multi-state Experience
Years of Practice
In-person Support

MOADEB & ASSOCIATES, INC

984 Monument St Stories of the Trojan War

Pacific Palisades, California 90272

0.15 miles
5 / 5 (3 ratings)

Texel Americas, Inc.

730 Arizona Ave 2nd Floor

Santa Monica, California 90401

2.69 miles
5 / 5 (3 ratings)
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
Project-Based Engagements
GAAP Compliance
IFRS Compliance
SOX Compliance
Internal Controls
Risk Management
SEC Reporting
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation

Clear Peak Accounting, PC

312 Arizona Ave

Santa Monica, California 90401

2.7 miles
5 / 5 (3 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
Real Estate
Healthcare
Professional Services
Technology
QuickBooks
Xero
GAAP Compliance

Law Office of Mayank Mohan

127 Broadway Suite 204

Santa Monica, California 90401

2.95 miles
5 / 5 (3 ratings)

Mann Capital Company

100 Wilshire Blvd Suite 700

Santa Monica, California 90401

2.6 miles
5 / 5 (3 ratings)

Wilshire Advisors

1299 Ocean Ave #600

Santa Monica, California 90401

2.67 miles
4.5 / 5 (3 ratings)
Bookkeeping
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
GAAP Compliance
IFRS Compliance
SOX Compliance
Risk Management
SEC Reporting

Cohen Pagano Accountancy

12121 Wilshire Blvd Suite 720

Los Angeles, California 90025

3.3 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
Mid-size Businesses
Non-profits
Real Estate
Healthcare
Hospitality
Construction
Manufacturing
Law Firms
QuickBooks
Internal Controls
Remote Services
CPA License

Marc M. Asheghian Co., Inc.

12300 Wilshire Blvd #410

Los Angeles, California 90025

3.28 miles
5 / 5 (2 ratings)
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
High-net-worth Individuals
Real Estate
Complex Situations
Multi-state Experience
Years of Practice
CPA License

Cohn Handler Sturm

11620 Wilshire Blvd #875

Los Angeles, California 90025

3.8 miles
5 / 5 (2 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Sales Tax Compliance
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Individual Taxpayers
Non-profits
Real Estate
Construction
Technology
GAAP Compliance
Multi-state Experience
CPA License

Thomas Clark Tax Services

11755 Wilshire Blvd #1250

Los Angeles, California 90025

3.65 miles
5 / 5 (2 ratings)

Victus Capital Wealth

1327 Ocean Ave Suite K

Santa Monica, California 90401

2.77 miles
5 / 5 (2 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Non-profits
Real Estate
Professional Services
Multi-state Experience
Cross-border Taxation

Provident Financial Management

3130 Wilshire Blvd #600

Santa Monica, California 90403

3.15 miles
5 / 5 (2 ratings)

Goodfriend Jacobs Bleeck & Breslow LLP

1299 Ocean Ave #333

Santa Monica, California 90401

2.69 miles
5 / 5 (2 ratings)
Bookkeeping
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Non-profits
Real Estate
Multi-state Experience

Solvent, LLC

2447 Chelsea Pl

Santa Monica, California 90404

3.01 miles
5 / 5 (2 ratings)
Bookkeeping
Payroll
Tax Preparation
Financial Advisory
International Tax
Small Businesses
Expatriates
Individual Taxpayers
Real Estate
QuickBooks

Jamie Crute, CPA

401 Wilshire Blvd Suite 1200

Santa Monica, California 90401

2.51 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

Solomon Accounting Group

1114 Euclid St APT 202

Santa Monica, California 90403

2.48 miles
5 / 5 (2 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Subscription Pricing
Small Businesses
QuickBooks

Tax Scout LLC

1112 Montana Ave ste 307

Santa Monica, California 90403

2.06 miles
5 / 5 (2 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Remote Services
In-person Support

Perennial Financial Services

11620 Wilshire Blvd #400

Los Angeles, California 90025

3.81 miles
5 / 5 (2 ratings)

The Soroudi Group, Certified Public Accountants

11726 San Vicente Blvd #205

Los Angeles, California 90049

3.42 miles
5 / 5 (1 ratings)
Bookkeeping
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Small Businesses
Individual Taxpayers
Government Contractors
Non-profits
E-Commerce
Real Estate
Healthcare
Restaurants
Construction
Contractors
Professional Services
QuickBooks
Internal Controls
Risk Management
Remote Services

The Tax Consultancy Group Inc.

12300 Wilshire Blvd #410

Los Angeles, California 90025

3.28 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Estate and Trust Tax
High-net-worth Individuals

Sedacca Accountancy Corporation

11661 San Vicente Blvd # 609

Los Angeles, California 90049

3.55 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Forensic Accounting
Virtual CFO
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
QuickBooks
GAAP Compliance
Years of Practice
CPA License
In-person Support

Ben Lawler, CPA & LPL Financial Planner

11601 Wilshire Blvd

Los Angeles, California 90025

3.8 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Forensic Accounting
Mergers and Acquisitions
Large Enterprises
High-net-worth Individuals
Startups
Real Estate
Professional Services
Technology
Multi-state Experience
Years of Practice
CPA License

Tax Resolution Professionals

11693 San Vicente Blvd

Los Angeles, California 90049

3.49 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience
Remote Services
Years of Practice

Hoffman, Stermer and Associates, Inc.

16321 Pacific Coast Hwy

Pacific Palisades, California 90272

1.01 miles
5 / 5 (1 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Real Estate
Professional Services
QuickBooks

Angeles Investment Advisors

429 Santa Monica Blvd

Santa Monica, California 90401

2.79 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Educational Institutions
Non-profits
Healthcare
GAAP Compliance
Risk Management
SEC Reporting
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License

Capital Intelligence Associates

2001 Wilshire Blvd Suite 410

Santa Monica, California 90403

2.69 miles
5 / 5 (1 ratings)

Clocktower Ventures

225 Santa Monica Blvd

Santa Monica, California 90401

2.81 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
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Government Contractors
Non-profits
E-Commerce
Real Estate
Healthcare
Professional Services
Technology
QuickBooks
Xero
Gusto
ADP
Paychex
Sage
UltraTax
Drake
Lacerte
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services
Bilingual Services
Years of Practice
CPA License

L&S Advisors, Inc.

11766 Wilshire Blvd #845

Los Angeles, California 90025

3.66 miles
5 / 5 (1 ratings)

Genter Capital Management

Twenty Fifth Floor, 11601 Wilshire Blvd #2500

Los Angeles, California 90025

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

Castillo Accountancy Corporation

2444 Wilshire Blvd # 504

Santa Monica, California 90403

2.87 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks

Lighthouse Santa Monica Bookkeeping

3.02 miles
5 / 5 (1 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Sales Tax Compliance
Small Businesses
E-Commerce
Real Estate
QuickBooks
Remote Services

Action Tax

2601 Ocean Park Blvd

Santa Monica, California 90405

4.42 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Tax Preparation
IRS Representation

Access Bookkeeping

525 Broadway #240

Santa Monica, California 90401

2.89 miles
5 / 5 (1 ratings)

Donner Legal Services, A Prof. Law Corp.

Suite, 2020 Pico Blvd

Santa Monica, California 90405

3.82 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Professional Services
Law Firms
Local Tax Credits

Toro Taxes Lincoln Boulevard

315 Lincoln Blvd

Venice, California 90291

4.65 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Freelancers
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
Professional Services
Multi-state Experience
Local Tax Credits
Bilingual Services
Years of Practice
In-person Support

Synergy Consulting LLC

2922 Pico Blvd

Santa Monica, California 90405

4.18 miles
5 / 5 (1 ratings)

Perr&Knight

401 Wilshire Blvd Ste 960

Santa Monica, California 90401

2.51 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Financial Statements
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
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

Advisors LLP

11911 San Vicente Blvd # 265

Los Angeles, California 90049

3.21 miles
5 / 5 (1 ratings)
Business Consulting
Entity Structuring
Financial Advisory
Mergers and Acquisitions
High-net-worth Individuals
Real Estate
Professional Services
Complex Situations
Multi-state Experience

Caltius Equity Partners

11766 Wilshire Blvd # 850

Los Angeles, California 90025

3.66 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Entity Structuring
Financial Advisory
Mergers and Acquisitions

Level Four Business Management LLC

11812 San Vicente Blvd #400

Los Angeles, California 90049

3.32 miles
5 / 5 (1 ratings)

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.