42575 Melanie Pl STE K
Palm Desert, California 92211
74916 CA-111
Indian Wells, California 92210
72120 Magnesia Falls Dr Suite 1
Rancho Mirage, California 92270
74333 CA-111 Suite 103
Palm Desert, California 92260
67575 E Palm Canyon Dr
Cathedral City, California 92234
74-710 CA-111 #102
Palm Desert, California 92260
73-350 El Paseo 204 B
Palm Desert, California 92260
72650 Fred Waring Dr #202
Palm Desert, California 92260
42575 Melanie Pl STE K
Palm Desert, California 92211
74040 CA-111 suite C
Palm Desert, California 92260
68860 Ramon Rd #3
Cathedral City, California 92234
73733 Fred Waring Dr Ste 105
Palm Desert, California 92260
68487 E Palm Canyon Dr SUITE 42-B
Cathedral City, California 92234
67782 E Palm Canyon Dr Ste B104249
Cathedral City, California 92234
44751 Village Ct #300
Palm Desert, California 92260
73-280 El Paseo #6
Palm Desert, California 92260
74390 CA-111
Palm Desert, California 92260
71-650 Sahara Rd STE 1
Rancho Mirage, California 92270
74478 CA-111 #3
Palm Desert, California 92260
73700 Dinah Shore Dr STE 201
Palm Desert, California 92211
71-687 CA-111 #203
Rancho Mirage, California 92270
72500 Varner Rd Suite J
Thousand Palms, California 92276
71650 Sahara Rd Suite 3
Rancho Mirage, California 92270
36953 Cook St STE 104
Palm Desert, California 92211
41990 Cook St STE 501
Palm Desert, California 92211
72650 Fred Waring Dr A201
Palm Desert, California 92260
35325 Date Palm Dr SUITE 213
Cathedral City, California 92234
68895 Perez Rd # 11
Cathedral City, California 92234
74967 Sheryl Ave
Palm Desert, California 92260
74399 CA-111 Ste D
Palm Desert, California 92260
73261 CA-111 # 206
Palm Desert, California 92260
32220 Rancho Vista Dr UNIT 101
Cathedral City, California 92234
71780 San Jacinto Dr
Rancho Mirage, California 92270
73301 Fred Waring Dr #200
Palm Desert, California 92260
73360 Guadalupe Ave
Palm Desert, California 92260
73-302 CA-111
Palm Desert, California 92260
44875 Deep Canyon Rd
Palm Desert, California 92260
73130 El Paseo Ste O
Palm Desert, California 92260
35325 Date Palm Dr SUITE 238
Cathedral City, California 92234
74-900 US, CA-111 STE 120
Indian Wells, CA 92210
73625 CA-111 G
Palm Desert, California 92260
41990 Cook St Bldg C Suite 301
Palm Desert, California 92211
34530 Bob Hope Dr Suite A
Rancho Mirage, California 92270
67555 E Palm Canyon Dr
Cathedral City, California 92234
72650 Fred Waring Dr Suite 203
Palm Desert, California 92260
41865 Boardwalk Ste 110
Palm Desert, California 92211
74911 CA-111
Indian Wells, California 92210
74-199 El Paseo Suite 102
Palm Desert, California 92260
40101 Monterey Ave Ste B-2
Rancho Mirage, California 92270
41865 Boardwalk #220
Palm Desert, California 92211
73900 Dinah Shore Dr
Palm Desert, California 92211
73680 CA-111
Palm Desert, California 92260
72100 Magnesia Falls Dr #4
Rancho Mirage, California 92270
44651 Village Ct #125
Palm Desert, California 92260
73350 El Paseo Ste 201
Palm Desert, California 92260
73130 El Paseo Suite O
Palm Desert, California 92260
36921 Cook St STE 101
Palm Desert, California 92211
41865 Boardwalk Ste 110
Palm Desert, California 92211
71703 CA-111
Rancho Mirage, California 92270
34220 Gateway Dr # 100
Palm Desert, California 92211
42575 Melanie Pl STE K
Palm Desert, California 92211
73700 El Paseo
Palm Desert, California 92260
41-602 Indian Trail UNIT 2
Rancho Mirage, California 92270
69730 CA-111 STE 210
Rancho Mirage, California 92270
73255 El Paseo UNIT 14
Palm Desert, California 92260
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.