Best CPA's Nearby

CPA's in San Anselmo

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Law Offices of Amir S. Sarreshtehdary

4040 Civic Center Dr

San Rafael, California 94903

2.32 miles
5 / 5 (196 ratings)

Rob Spinosa at US Bank (NMLS #22343)

700 Larkspur Landing Cir

Larkspur, California 94939

4.13 miles
5 / 5 (46 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Individual Taxpayers
Real Estate
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience

All California Business Loan Agency

17 E Sir Francis Drake Blvd #200

Larkspur, California 94939

4.15 miles
5 / 5 (43 ratings)
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Xero
GAAP Compliance

Fiduciary Financial Group

1101 Fifth Ave

San Rafael, California 94901

2.42 miles
5 / 5 (41 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Real Estate
Professional Services
Technology
Complex Situations

Jocelyn Pension Consulting LLC

100 Smith Ranch Rd ste 329

San Rafael, California 94903

3.12 miles
4.5 / 5 (36 ratings)
Business Consulting
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Mergers and Acquisitions
Non-profits
Professional Services
GAAP Compliance
SOX Compliance
Risk Management
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License

Bridgewater Certified Public Accountants, Inc.

1299 4th St Suite 500

San Rafael, California 94901

2.34 miles
4.5 / 5 (27 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Sales Tax Compliance
Budgeting
Forecasting
Financial Advisory
Forensic Accounting
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Healthcare
Construction
Professional Services
Technology
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
Multi-state Experience
Remote Services
Years of Practice
CPA License
In-person Support

Nor Cal Mortgage Of Marin

101 Lucas Valley Rd suite 384

San Rafael, California 94903

3.07 miles
5 / 5 (17 ratings)
Bookkeeping
Accounting
Financial Statements
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Real Estate

Scott Flaxman Law

700 Larkspur Landing Cir Suite 199

Larkspur, California 94939

4.13 miles
4.5 / 5 (16 ratings)

Taylor Made Financial

851 Irwin St

San Rafael, California 94901

2.87 miles
5 / 5 (15 ratings)
Real Estate

Ryan Lugbauer

538 4th St

San Rafael, California 94901

2.88 miles
5 / 5 (15 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Foreign Nationals
Individual Taxpayers
Real Estate
QuickBooks
Xero
Multi-state Experience

Emily S. Chan - Ameriprise Financial Services, LLC

914 Mission Ave Ste 4F

San Rafael, California 94901

2.55 miles
5 / 5 (14 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Mergers and Acquisitions
High-net-worth Individuals
Non-profits
Real Estate
Healthcare
Professional Services
QuickBooks
Xero
NetSuite
GAAP Compliance
SOX Compliance
Risk Management
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License

Malcolm Ruthven

4040 Civic Center Dr Suite 200

San Rafael, California 94903

2.3 miles
5 / 5 (13 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Local Tax Credits
Nexus Determination
Remote Services
Years of Practice
CPA License

Zee Skyvara & Associates

326 Butterfield Rd

San Anselmo, California 94960

0.94 miles
5 / 5 (12 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Freelancers
Individual Taxpayers
Remote Services

BOOKS IN BALANCE

BOOKS IN BALANCE, 4040 Civic Center Dr

San Rafael, California 94903

2.32 miles
5 / 5 (9 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Startups
Restaurants
QuickBooks
Remote Services
In-person Support

Anthony Trias - CERTIFIED FINANCIAL PLANNER

165 N Redwood Dr #100

San Rafael, California 94903

3.3 miles
5 / 5 (9 ratings)
Financial Advisory

Tumi Tax Service

14 Mitchell Blvd Suite B

San Rafael, California 94903

2.8 miles
4.5 / 5 (9 ratings)
Bookkeeping
Payroll
Tax Preparation
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice

John C Blecka CPA

100 Larkspur Landing Cir # 203

Larkspur, California 94939

4.17 miles
5 / 5 (7 ratings)

IYM RETURN SOLUTIONS

2 Civic Center Dr #4272

San Rafael, California 94913

2.48 miles
5 / 5 (7 ratings)
Audit
Assurance
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Real Estate

Apoyo Financiero San Rafael

235 3rd St

San Rafael, California 94901

3.19 miles
4 / 5 (8 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks
Bilingual Services

Marin Wealth Advisors LLC

899 Northgate Dr #300

San Rafael, California 94903

2.02 miles
4 / 5 (7 ratings)

Moraes & Cassidy Group

7 Mt Lassen Dr

San Rafael, California 94903

2.86 miles
5 / 5 (6 ratings)

California Mortgage Advisors, Inc.

4304 Redwood Hwy #100

San Rafael, California 94903

2.65 miles
5 / 5 (6 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience

RealtyCom Partners, LLC

4040 Civic Center Dr

San Rafael, California 94903

2.28 miles
5 / 5 (6 ratings)
Audit
Assurance
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Forensic Accounting
Mergers and Acquisitions
Mid-size Businesses
Large Enterprises
Government Contractors
Real Estate
GAAP Compliance
IFRS Compliance
Internal Controls
Risk Management
Multi-state Experience
Cross-border Taxation

Flemming Tax Services

898 Lincoln Ave #D

San Rafael, California 94901

2.72 miles
5 / 5 (4 ratings)

Proprietor Wealth Management

700 Larkspur Landing Cir Suite 199

Larkspur, California 94939

4.12 miles
5 / 5 (4 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Non-profits
Real Estate
Professional Services
Technology
Risk Management
Multi-state Experience
Cross-border Taxation

M&M Financial Group

866 4th St

San Rafael, California 94901

2.62 miles
4 / 5 (4 ratings)

Gator Tax Prep

773 Center Blvd #463

Fairfax, California 94978

0.78 miles
5 / 5 (3 ratings)

Perotti and Carrade

1 McInnis Pkwy Suite 200

San Rafael, California 94903

2.29 miles
5 / 5 (3 ratings)
Bookkeeping
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
High-net-worth Individuals
Expatriates
Individual Taxpayers
Non-profits
Real Estate
GAAP Compliance
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License

Klein Taxes

700 Larkspur Landing Cir

Larkspur, California 94939

4.13 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Expatriates
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services

DeMartini & Associates

1050 Northgate Dr

San Rafael, California 94903

2.19 miles
5 / 5 (3 ratings)
Tax Preparation
Estate and Trust Tax
Individual Taxpayers
Remote Services
Years of Practice
CPA License
In-person Support

Emily S. Chan - Private Wealth Advisor, Ameriprise Financial Services, LLC

1000 4th St STE 300

San Rafael, California 94901

2.49 miles
5 / 5 (3 ratings)
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Multi-state Experience

Derryck J Dias & Associates

280 Miller Creek Rd

San Rafael, California 94903

3.66 miles
5 / 5 (2 ratings)

Mato Account Works, Inc

45 Mitchell Blvd # 14

San Rafael, California 94903

2.9 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Planning
Budgeting
Forecasting
Virtual CFO
Small Businesses
QuickBooks
Gusto
GAAP Compliance
Remote Services

Goodyear Financial Inc.

822 College Ave #484

Kentfield, California 94914

2.48 miles
5 / 5 (2 ratings)
Bookkeeping
Payroll
Sales Tax Compliance
Small Businesses
QuickBooks
Remote Services

Hoke Bookkeeping

29 Sequoia Rd

San Rafael, California 94903

1.96 miles
5 / 5 (2 ratings)
Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
Outsourced Accounting
Small Businesses
QuickBooks
Remote Services

Crystal C. Ramirez Office

88 Belvedere St Suite 208

San Rafael, California 94901

3.86 miles
5 / 5 (2 ratings)

Kugelman Law, P.C.

21 Tamal Vista Blvd # 202

Corte Madera, California 94925

4.67 miles
5 / 5 (2 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Complex Situations
Multi-state Experience
Cross-border Taxation
Remote Services
CPA License

Kreger & Associates

100 Tamal Plaza # 106

Corte Madera, California 94925

4.36 miles
5 / 5 (2 ratings)
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers

United Growth Capital Management LLC

1000 4th St #290

San Rafael, California 94901

2.49 miles
5 / 5 (2 ratings)
Business Consulting
Financial Advisory
Outsourced Accounting
Real Estate

10,000 Degrees

1401 Los Gamos Dr Suite 205

San Rafael, California 94903

2.54 miles
5 / 5 (2 ratings)

Winship Wealth Partners

80 Sir Francis Drake Blvd #4A

Larkspur, California 94939

4.25 miles
4.5 / 5 (2 ratings)

Richard K. Chinlund, CPA

1299 4th St #506

San Rafael, California 94901

2.34 miles
4 / 5 (2 ratings)
Accounting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Complex Situations
CPA License

Stonebridge Financial Group

100 Smith Ranch Rd UNIT 112

San Rafael, California 94903

3.12 miles
5 / 5 (1 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Individual Taxpayers
Risk Management

Josh Cooper CPA

4040 Civic Center Dr Suite 200

San Rafael, California 94903

2.32 miles
5 / 5 (1 ratings)
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers

Point Marin

35 Mitchell Blvd STE 2

San Rafael, California 94903

2.85 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Financial Statements
Payroll
Tax Preparation
Sales Tax Compliance
Budgeting
Outsourced Accounting
Small Businesses
Restaurants

Perotti & Carrade, CPAs: David Perotti

1100 Larkspur Landing Cir #358

Larkspur, California 94939

4.09 miles
5 / 5 (1 ratings)
Bookkeeping
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
High-net-worth Individuals
Expatriates
Individual Taxpayers
Non-profits
Real Estate
GAAP Compliance
Multi-state Experience
Cross-border Taxation
Years of Practice
CPA License

Edward C. Challberg CPA

175 N Redwood Dr Ste 200

San Rafael, California 94903

3.31 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Healthcare
Professional Services
QuickBooks

Bott David M CPA

101 Larkspur Landing Cir #200

Larkspur, California 94939

4.18 miles
5 / 5 (1 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
CFO Services
Budgeting
Forecasting
Financial Advisory
Small Businesses
Mid-size Businesses
Startups
Professional Services
Manufacturing
GAAP Compliance
Internal Controls
Years of Practice
CPA License

James Waite, CPA

777 Grand Ave #205

San Rafael, California 94901

2.97 miles
5 / 5 (1 ratings)
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Construction
Professional Services
Years of Practice
CPA License

Jorstad Inc

1000 4th St #375

San Rafael, California 94901

2.49 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Mid-size Businesses
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience
Remote Services
Years of Practice
CPA License

Hendriks G Paul CPA

1050 Northgate Dr #52

San Rafael, California 94903

2.19 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks
Years of Practice
CPA License

Accountiful

2 Magnolia Ave Suite C

San Anselmo, California 94960

0.79 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Non-profits
Law Firms
QuickBooks
GAAP Compliance
Internal Controls
Remote Services

Adm Systems

229 West End Ave

San Rafael, California 94901

1.7 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Payroll
Tax Preparation
Sales Tax Compliance
Entity Structuring
Financial Advisory
Outsourced Accounting
Small Businesses
Individual Taxpayers
QuickBooks
Local Tax Credits
Remote Services
Years of Practice
CPA License

Business Cents

1608 Sir Francis Drake Blvd STE C

San Anselmo, California 94960

0.6 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
E-Commerce
Real Estate
Restaurants
Hospitality
Construction
Professional Services
Manufacturing
Technology
QuickBooks
Gusto
ADP
Multi-state Experience
Remote Services

L.S. Tax

223 San Anselmo Ave #6

San Anselmo, California 94960

1.01 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Multi-state Experience
Years of Practice
In-person Support

Bradford and Company, Inc.

1050 Northgate Dr #351

San Rafael, California 94903

2.19 miles
5 / 5 (1 ratings)

FI Administrators

2144 4th St

San Rafael, California 94901

1.37 miles
5 / 5 (1 ratings)

Liberty Group

485 Magnolia Ave

Larkspur, California 94939

3.89 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Technology
Multi-state Experience
Years of Practice
CPA License

Pacific Crest Group

810 Fifth Ave STE 200

San Rafael, California 94901

2.66 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
Non-profits
Healthcare
Construction
QuickBooks
Internal Controls
Risk Management
Remote Services

Mighty Bookkeeping

2.08 miles
5 / 5 (1 ratings)
Bookkeeping
Business Consulting
Financial Statements
Tax Preparation
Sales Tax Compliance
Budgeting
Outsourced Accounting
Small Businesses
Individual Taxpayers
Real Estate
Healthcare
Construction
Contractors
Professional Services
QuickBooks
State-Specific Experience
Remote Services

Bradford Tax Solutions

1050 Northgate Dr

San Rafael, California 94903

2.19 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Real Estate
Professional Services
Insurance Agencies

Bancroft & Mc Alister LLP

80 E Sir Francis Drake Blvd

Larkspur, California 94939

4.25 miles
5 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Estate and Trust Tax
Mergers and Acquisitions
High-net-worth Individuals
Non-profits
Real Estate
Complex Situations
Multi-state Experience
Years of Practice
CPA License

O'Donnell Financial Group

1101 Fifth Ave

San Rafael, California 94901

2.42 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
Real Estate

Beck Tom

32 Sandy Creek Way

Larkspur, California 94939

3.52 miles
5 / 5 (1 ratings)
Financial Advisory

Tamalpais Asset Management, LLC

900 Larkspur Landing Cir #100

Larkspur, California 94939

4.13 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

Presidio Technology Partners

80 E Sir Francis Drake Blvd Ste 2W

Larkspur, California 94939

4.25 miles
5 / 5 (1 ratings)
Business Consulting
Financial Advisory
Mergers and Acquisitions
Technology
Automotive

HUB International

17 E Sir Francis Drake Blvd #200

Larkspur, California 94939

4.15 miles
5 / 5 (1 ratings)

RWA Wealth Partners

824 E St

San Rafael, California 94901

2.22 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Multi-state Experience
Cross-border Taxation

Allegra Conklin - Financial Advisor, Ameriprise Financial Services, LLC

4314 Redwood Hwy STE 400

San Rafael, California 94903

2.73 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Risk Management

KCM Investment Advisors LLC

300 Drakes Landing Rd Suite 210

Greenbrae, California 94904

4.07 miles
5 / 5 (1 ratings)
Financial Statements
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Fairview Capital

300 Drakes Landing Rd STE 250

Greenbrae, California 94904

4.06 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Sakiko Kono - Private Wealth Advisor, Ameriprise Financial Services, LLC

4314 Redwood Hwy STE 400

San Rafael, California 94903

2.72 miles
5 / 5 (1 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
International Tax
High-net-worth Individuals
Multi-state Experience
Cross-border Taxation
CPA License

Private Placement Advisors

175 Nova Albion Way

San Rafael, California 94903

1.81 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.