Best CPA's Nearby

CPA's in Pasadena

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Law Group
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Law Group

301 N Lake Ave Suite 150

Pasadena, California 91101

+1 949-539-0067
2.07 miles
4.5 / 5 (3416 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
International Tax
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits
Nexus Determination
Bilingual Services
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RentReporters
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RentReporters

87 N Raymond Ave Suite 522

Pasadena, California 91103

+1 626-737-6100
1.19 miles
4.5 / 5 (1196 ratings)
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Uni First Investment, Inc.
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Uni First Investment, Inc.

801 S Garfield Ave UNIT 308

Alhambra, California 91801

+1 626-215-0218
4.08 miles
4.5 / 5 (264 ratings)
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Counsel for Creators LLP
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Counsel for Creators LLP

680 E Colorado Blvd Suite 180

Pasadena, California 91101

+1 323-970-2834
1.72 miles
4.5 / 5 (204 ratings)
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Roxy's Income Tax & Professional Services
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Roxy's Income Tax & Professional Services

5004 Huntington Dr S

Los Angeles, California 90032

+1 323-224-0355
3.34 miles
4.5 / 5 (145 ratings)
Bookkeeping
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
Non-profits
Contractors
QuickBooks
Remote Services
Bilingual Services
Years of Practice
In-person Support
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Michael D Walls CPA
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Michael D Walls CPA

4505 Mountain Rd

Pasadena, Maryland 21122

+1 443-770-0070
2315.73 miles
4.5 / 5 (116 ratings)
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Anderson Bradshaw Tax Consultants
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Anderson Bradshaw Tax Consultants

7462 N Figueroa St

Eagle Rock, California 90041

+1 650-382-1663
1.32 miles
4.5 / 5 (85 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
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Sandra Tapia, CPA, PLLC
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Sandra Tapia, CPA, PLLC

5616 Pine Ave

Pasadena, Texas 77503

+1 832-672-7530
1381.08 miles
4.5 / 5 (61 ratings)
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Lake Avenue Financial
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Lake Avenue Financial

301 N Lake Ave #830

Pasadena, California 91101

+1 626-689-2012
2.07 miles
4.5 / 5 (41 ratings)
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management
Complex Situations
Multi-state Experience
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Alhambra Tax Center
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Alhambra Tax Center

1009 E Main St

Alhambra, California 91801

+1 626-282-1084
3.65 miles
4.5 / 5 (40 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
Local Tax Credits
Years of Practice
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SMPL Mortgage - D.B.A. C2 Financial Pasadena - Generational Lending Experts
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SMPL Mortgage - D.B.A. C2 Financial Pasadena - Generational Lending Experts

99 S Lake Ave Ste 207

Pasadena, California 91101

+1 626-583-1623
1.89 miles
5 / 5 (28 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Real Estate
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Creative Agency Success
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Creative Agency Success

87 N Raymond Ave

Pasadena, California 91103

+1 626-365-0315
1.19 miles
5 / 5 (23 ratings)
Business Consulting
Financial Statements
CFO Services
Tax Planning
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Subscription Pricing
Professional Services
QuickBooks
Xero
GAAP Compliance
Internal Controls
Risk Management
Complex Situations
Multi-state Experience
Remote Services
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Cetera Investors - Tori and Alex
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Cetera Investors - Tori and Alex

155 N Lake Ave Suite 430S

Pasadena, California 91101

+1 626-653-4494
2 miles
4.5 / 5 (23 ratings)
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Mendoza Income Tax
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Mendoza Income Tax

829 Cypress Ave

Los Angeles, California 90065

+1 323-276-1061
4.56 miles
4.5 / 5 (20 ratings)
Tax Preparation
IRS Representation
Estate and Trust Tax
Individual Taxpayers
Remote Services
Years of Practice
CPA License
In-person Support
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Athlon Legal, APC
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Athlon Legal, APC

14 N Fair Oaks Ave #503

Pasadena, California 91103

+1 626-888-9035
1.07 miles
5 / 5 (19 ratings)
Tax Planning
Estate and Trust Tax
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Prestige Tax Group
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Prestige Tax Group

360 W Ave 26

Los Angeles, California 90031

+1 310-571-8703
5 miles
5 / 5 (18 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
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Impact Fiduciary
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Impact Fiduciary

21 Miller Alley Suite 210

Pasadena, California 91105

+1 323-615-1427
1.01 miles
5 / 5 (18 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
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Mi Oficina Income Tax
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Mi Oficina Income Tax

5544 York Blvd

Los Angeles, California 90042

+1 323-257-1397
2.21 miles
5 / 5 (17 ratings)
Bookkeeping
Tax Preparation
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
State-Specific Experience
Bilingual Services
Years of Practice
CPA License
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Figueroa Tax & MultiServices
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Figueroa Tax & MultiServices

5031 N Figueroa St Suite 19

Los Angeles, California 90042

+1 323-274-4045
2.95 miles
5 / 5 (16 ratings)
Bookkeeping
Payroll
Tax Preparation
Small Businesses
Individual Taxpayers
Years of Practice
In-person Support
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WealthArch Investment Services
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WealthArch Investment Services

1122 E Green St Suite 206

Pasadena, California 91106

+1 626-888-2314
2.19 miles
5 / 5 (15 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Victoria Financial Corp.
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Victoria Financial Corp.

217 W Las Tunas Dr

San Gabriel, California 91776

+1 626-576-0818
4.2 miles
4.5 / 5 (16 ratings)
Real Estate
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Lagerlof, LLP
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Lagerlof, LLP

155 N Lake Ave 11th floor

Pasadena, California 91101

+1 626-793-9400
2 miles
4 / 5 (15 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Estate and Trust Tax
Mergers and Acquisitions
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Real Estate
Multi-state Experience
Years of Practice
In-person Support
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Build a Better Financial Future, LLC.
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Build a Better Financial Future, LLC.

1055 E Colorado Blvd 5th Floor #1080

Pasadena, California 91106

+1 424-236-2076
2.18 miles
5 / 5 (12 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Bilingual Services
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Xcel Financial Services LLC
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Xcel Financial Services LLC

2900 N Eastern Ave

Los Angeles, California 90032

+1 323-221-5630
3.9 miles
4.5 / 5 (13 ratings)
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Non-profits
QuickBooks
Internal Controls
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GreenLake Asset Management LLC
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GreenLake Asset Management LLC

1416 El Centro St UNIT 200

South Pasadena, California 91030

+1 626-529-1080
1.57 miles
4.5 / 5 (11 ratings)
Accounting
Audit
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Mergers and Acquisitions
Real Estate
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First Financial Consulting
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First Financial Consulting

517 S Lake Ave

Pasadena, California 91101

+1 626-844-4630
1.8 miles
5 / 5 (10 ratings)
Tax Planning
Financial Advisory
High-net-worth Individuals
Risk Management
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Arroyo Financial & Insurance Solutions
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Arroyo Financial & Insurance Solutions

76 N Fair Oaks Ave

Pasadena, California 91103

+1 626-314-2443
1.12 miles
5 / 5 (9 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
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New Eastern Accountancy Service
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New Eastern Accountancy Service

33 E Valley Blvd #213

Alhambra, California 91801

+1 626-285-8757
4.55 miles
4 / 5 (10 ratings)
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Sahar Makanvand: Primerica - Financial Services
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Sahar Makanvand: Primerica - Financial Services

40 N Altadena Dr STE 221

Pasadena, California 91107

+1 626-692-6133
3.84 miles
4.5 / 5 (8 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Insurance Agencies
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Mission Street Wealth Planning
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Mission Street Wealth Planning

177 E Colorado Blvd 2nd floor

Pasadena, California 91105

+1 626-233-2645
1.23 miles
5 / 5 (7 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management
Years of Practice
Visit Website Get Directions
TRH Insurance and Financial Services (Thermon "Rick" Holliday)
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TRH Insurance and Financial Services (Thermon "Rick" Holliday)

928 E Washington Blvd

Pasadena, California 91104

+1 626-600-2180
2.97 miles
5 / 5 (7 ratings)
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Thj Tax Services
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Thj Tax Services

117 N Marguerita Ave

Alhambra, California 91801

+1 626-281-4710
3.24 miles
5 / 5 (7 ratings)
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Derive Wealth
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Derive Wealth

35 N Lake Ave # 710

Pasadena, California 91101

+1 626-800-3864
1.95 miles
5 / 5 (6 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
Remote Services
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CM Professional Services
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CM Professional Services

4707 Huntington Dr

Los Angeles, California 90032

+1 213-290-2155
3.6 miles
5 / 5 (5 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Entity Structuring
Small Businesses
Individual Taxpayers
Non-profits
Remote Services
Bilingual Services
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Zappy Tax
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Zappy Tax

4611 Huntington Dr N

Los Angeles, California 90032

+1 323-200-9900
3.63 miles
5 / 5 (5 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
State-Specific Experience
Local Tax Credits
Bilingual Services
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Edward J. Gill & Associates, P.A.
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Edward J. Gill & Associates, P.A.

209 Magothy Bridge Rd

Pasadena, Maryland 21122

+1 410-647-3507
2312.8 miles
4 / 5 (5 ratings)
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Favor Wealth
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Favor Wealth

155 S El Molino Ave # 104

Pasadena, California 91101

+1 626-529-0445
1.62 miles
4 / 5 (5 ratings)
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Jose Di Raimondo: Primerica - Financial Services
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Jose Di Raimondo: Primerica - Financial Services

253 N San Gabriel Blvd STE 200

Pasadena, California 91107

+1 855-778-2643
4.1 miles
5 / 5 (4 ratings)
Tax Preparation
Tax Planning
Financial Advisory
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MValle Tax Service
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MValle Tax Service

5159 York Blvd suite A

Los Angeles, California 90042

+1 323-384-9896
2.44 miles
5 / 5 (3 ratings)
Payroll
Tax Preparation
Small Businesses
Individual Taxpayers
Bilingual Services
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Simpson & Simpson Management Consulting
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Simpson & Simpson Management Consulting

718 Date Ave

Alhambra, California 91803

+1 626-282-4000
3.81 miles
5 / 5 (3 ratings)
Business Consulting
Project-Based Engagements
Government Contractors
Construction
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Strategic Choices Financial and Wealth
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Strategic Choices Financial and Wealth

1445 Huntington Dr #325

South Pasadena, California 91030

+1 626-441-2284
2.32 miles
5 / 5 (3 ratings)
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Fiducia Financial & Insurance Services, INC Juan Salazar
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Fiducia Financial & Insurance Services, INC Juan Salazar

150 S Los Robles Ave Suite 468

Pasadena, California 91101

+1 626-768-0465
1.43 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Insurance Agencies
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Gene Salvador: Primerica - Financial Services
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Gene Salvador: Primerica - Financial Services

40 N Altadena Dr STE 221

Pasadena, California 91117

+1 626-744-9555
3.84 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Insurance Agencies
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Globalink Securities
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Globalink Securities

3452 E Foothill Blvd #1040

Pasadena, California 91107

+1 626-964-5966
4.97 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Multi-state Experience
Cross-border Taxation
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ALCORN TAX
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ALCORN TAX

2225 W Commonwealth Ave #212

Alhambra, California 91803

+1 626-460-6551
3.34 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
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Juan Miguel Carlo Custodio: Primerica - Financial Services
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Juan Miguel Carlo Custodio: Primerica - Financial Services

40 N Altadena Dr STE 221

Pasadena, California 91117

+1 213-283-7016
3.84 miles
5 / 5 (3 ratings)
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Mandalay Insurance and Financial Services
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Mandalay Insurance and Financial Services

118 Huntington Dr

Alhambra, California 91801

+1 626-202-0501
2.62 miles
4.5 / 5 (3 ratings)
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INCOME TAX EXPRESS
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INCOME TAX EXPRESS

19 S Garfield Ave E

Alhambra, California 91801

+1 626-570-8558
3.58 miles
4 / 5 (3 ratings)
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Schnieders Capitol Management
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Schnieders Capitol Management

200 S Los Robles Ave Suite 510

Pasadena, California 91101

+1 626-584-6168
1.39 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
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Arroyo Investment Group
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Arroyo Investment Group

15 S Raymond Ave # 200

Pasadena, California 91105

+1 626-844-1441
1.1 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
Financial Advisory
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Estate investments Group
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Estate investments Group

301 N Lake Ave Ste 600

Pasadena, California 91101

+1 626-381-9986
2.07 miles
5 / 5 (2 ratings)
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The Sterling Group
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The Sterling Group

225 S Lake Ave Suite 1075

Pasadena, California 91101

+1 626-440-5995
1.8 miles
5 / 5 (2 ratings)
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Holly Street Wealth Advisors
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Holly Street Wealth Advisors

790 E Colorado Blvd #200

Pasadena, California 91101

+1 626-657-0559
1.84 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Garabedian Wealth Management
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Garabedian Wealth Management

70 S Lake Ave

Pasadena, California 91101

+1 626-795-7200
1.94 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
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Mason & Associates, Inc.
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Mason & Associates, Inc.

7474 N Figueroa St

Los Angeles, California 90041

+1 323-254-3072
1.31 miles
5 / 5 (2 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Professional Services
QuickBooks
GAAP Compliance
Risk Management
Multi-state Experience
Years of Practice
CPA License
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Raul Gitani: Primerica - Financial Services
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Raul Gitani: Primerica - Financial Services

40 N Altadena Dr STE 221-C

Pasadena, California 91117

+1 626-365-1211
3.84 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Insurance Agencies
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Rima Alexanian: Primerica - Financial Services
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Rima Alexanian: Primerica - Financial Services

40 N Altadena Dr STE 221

Pasadena, California 91117

+1 626-744-9555
3.84 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Insurance Agencies
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ALB Commercial Capital
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ALB Commercial Capital

2476 Lake Ave

Altadena, California 91001

+1 626-296-7777
4.1 miles
5 / 5 (2 ratings)
Real Estate
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Funding Suite
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Funding Suite

1055 E Colorado Blvd 5th floor

Pasadena, California 91106

+1 888-317-1518
2.16 miles
5 / 5 (2 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
E-Commerce
Restaurants
Professional Services
Manufacturing
QuickBooks
Xero
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Edward Jones - Financial Advisor: Devlin E Chung
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Edward Jones - Financial Advisor: Devlin E Chung

2341 Huntington Dr

San Marino, California 91108

+1 626-796-9541
3.52 miles
5 / 5 (2 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Taos Global Group San Gabriel
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Taos Global Group San Gabriel

227 W Valley Blvd #248-B

San Gabriel, California 91776

+1 626-872-0918
5.18 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Financial Advisory
Small Businesses
Individual Taxpayers
Multi-state Experience
Bilingual Services
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Pasadena Private Wealth
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Pasadena Private Wealth

2 N Lake Ave

Pasadena, California 91101

+1 626-993-9300
1.98 miles
4.5 / 5 (2 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate
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Morris & Berger
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Morris & Berger

390 E Walnut St

Pasadena, California 91101

+1 818-507-1234
1.57 miles
4 / 5 (2 ratings)
Non-profits
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JTC Accountancy Corp
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JTC Accountancy Corp

430 S Garfield Ave # 489

Alhambra, California 91801

+1 626-282-3700
3.9 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax
Small Businesses
Expatriates
Individual Taxpayers
Non-profits
Internal Controls
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Strategic Horizon Inc
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Strategic Horizon Inc

388 E Valley Blvd Suite 201

Alhambra, California 91801

+1 626-872-6882
4.69 miles
5 / 5 (1 ratings)
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Daniel B Long
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Daniel B Long

150 S Los Robles Ave #750

Pasadena, California 91101

+1 626-755-2143
1.44 miles
5 / 5 (1 ratings)
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SmallBizPro
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SmallBizPro

560 W Main St Suite C#105

Alhambra, California 91801

+1 888-882-1168
3.5 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
Non-profits
Real Estate
Healthcare
Restaurants
Construction
Professional Services
QuickBooks
GAAP Compliance
State-Specific Experience
Multi-state Experience
Remote Services
Bilingual Services
Visit Website Get Directions
Leah Burnett - Private Wealth Advisor, Ameriprise Financial Services, LLC
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Leah Burnett - Private Wealth Advisor, Ameriprise Financial Services, LLC

180 S Lake Ave # 540

Pasadena, California 91101

+1 626-744-9760
1.91 miles
5 / 5 (1 ratings)
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks
Xero
GAAP Compliance
IFRS Compliance
Multi-state Experience
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Duc Tran - Financial Advisor, Ameriprise Financial Services, LLC
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Duc Tran - Financial Advisor, Ameriprise Financial Services, LLC

242 S De Lacey Ave

Pasadena, California 91105

+1 626-799-2237
0.79 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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Consilium Wealth Partners of Raymond James
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Consilium Wealth Partners of Raymond James

301 N Lake Ave Ste 1150

Pasadena, California 91101

+1 213-327-1059
2.07 miles
5 / 5 (1 ratings)
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Bernard & Johnson LLC
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Bernard & Johnson LLC

201 S Lake Ave Ste. 703

Pasadena, California 91101

+1 626-405-2920
1.85 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
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Vantage Wealth
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Vantage Wealth

125 N Raymond Ave UNIT 309

Pasadena, California 91103

+1 626-844-7184
1.22 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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ExchangeRight
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ExchangeRight

1055 E Colorado Blvd #310

Pasadena, California 91106

+1 855-317-4448
2.18 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Real Estate
Multi-state Experience
Cross-border Taxation
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Harvest Financial - Cetera Advisors LLC
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Harvest Financial - Cetera Advisors LLC

199 S Los Robles Ave Suite 230

Pasadena, California 91101

+1 626-768-3000
1.35 miles
5 / 5 (1 ratings)
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Merrill Lynch Financial Advisor Chris Chen
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Merrill Lynch Financial Advisor Chris Chen

800 E Colorado Blvd

Pasadena, California 91101

+1 626-356-2040
1.89 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
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First Level Consulting Inc
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First Level Consulting Inc

301 N Lake Ave #600

Pasadena, California 91101

+1 818-573-7435
2.08 miles
5 / 5 (1 ratings)
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R T KINDOM,EA Income Tax & Realty
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R T KINDOM,EA Income Tax & Realty

2219 Colorado Blvd

Los Angeles, California 90041

+1 323-255-0348
2.91 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
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Monica Ella Enriquez Ardio: Primerica - Financial Services
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Monica Ella Enriquez Ardio: Primerica - Financial Services

40 N Altadena Dr STE 221

Pasadena, California 91107

+1 818-453-5609
3.84 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
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Stevens & Ricci, Inc.
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Stevens & Ricci, Inc.

3202 E Foothill Blvd

Pasadena, California 91107

+1 818-280-9677
4.63 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Financial Advisory
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Aida Babayan - UBS Financial Services Inc.
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Aida Babayan - UBS Financial Services Inc.

251 S Lake Ave 10th Floor

Pasadena, California 91101

+1 626-405-8275
1.83 miles
5 / 5 (1 ratings)
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Acacia Mortgage Corp
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Acacia Mortgage Corp

815 Fair Oaks Ave

South Pasadena, California 91030

+1 213-448-5320
1.54 miles
5 / 5 (1 ratings)
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Diana Joe | Cornerstone
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Diana Joe | Cornerstone

600 N Rosemead Blvd Suite 109

Pasadena, California 91107

+1 626-737-0389
5.07 miles
5 / 5 (1 ratings)
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Round Hill Asset Management
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Round Hill Asset Management

4775, 180 S Lake Ave # 305

Pasadena, CA 91106

+1 626-431-2685
1.91 miles
5 / 5 (1 ratings)
Business Consulting
Financial Statements
Financial Advisory
High-net-worth Individuals
Risk Management
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David Shanahan CPA, LLC
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David Shanahan CPA, LLC

8971 Fort Smallwood Rd

Pasadena, Maryland 21122

+1 410-925-7338
2314.77 miles
5 / 5 (1 ratings)
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Amy Yu - Morgan Stanley
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Amy Yu - Morgan Stanley

55 S Lake Ave Ste 700

Pasadena, California 91101

+1 626-304-2428
1.89 miles
4 / 5 (1 ratings)
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Non-profits
Multi-state Experience
Cross-border Taxation
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RBC Wealth Management Branch - Pasadena
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RBC Wealth Management Branch - Pasadena

300 N Lake Ave Suite 1010

Pasadena, California 91101

+1 626-204-2110
2.13 miles
4 / 5 (1 ratings)
Tax Planning
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SBC Consulting
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SBC Consulting

1666 Midwick Dr

Altadena, California 91001

+1 626-590-2170
4.38 miles
4 / 5 (1 ratings)
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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.