248 E Monterey Ave
Pomona, California 91767
4966 N Grand Ave
Covina, California 91724
1030 E Rte 66 Ste B Second floor
Glendora, California 91741
100 Barranca St 7th Floor
West Covina, California 91791
2180 3rd St
La Verne, California 91750
2175 Foothill Blvd suite b
La Verne, California 91750
100 Barranca St #737
West Covina, California 91791
1025 Sentinel Dr Ste 200 2nd Floor
La Verne, California 91750
416 S Grand Ave
Covina, California 91724
337 E Mission Blvd
Pomona, California 91766
206 E Mission Blvd
Pomona, California 91766
440 E Rte 66
Glendora, California 91740
150 N Walnut Ave suite a
San Dimas, California 91773
599 S Barranca Ave Suite 202
Covina, California 91723
1403 Foothill Blvd A
La Verne, California 91750
582 S Grand Ave
Covina, California 91724
223 S Glendora Ave Suite 202
Glendora, California 91741
357 W Rte 66
Glendora, California 91740
2175 Foothill Blvd STE C
La Verne, California 91750
903 E Rte 66 D
Glendora, California 91740
224 W Foothill Blvd
Glendora, California 91741
100 Barranca St Suite 721
West Covina, California 91791
1135 E Rte 66 #108
Glendora, California 91740
19616 E Benwood St
Covina, California 91724
271 E Workman St Ste 106
Covina, California 91723
1117 Via Verde
San Dimas, California 91773
500 W Bonita Ave Suite 7
San Dimas, California 91773
303 W Foothill Blvd # 1
Glendora, California 91741
928 N Garey Ave
Pomona, California 91767
440 N Barranca Ave Suite #4475
Covina, California 91723
401 E Rowland St
Covina, California 91723
413 E Foothill Blvd #100
San Dimas, California 91773
300 N San Dimas Ave
San Dimas, California 91773
599 S Barranca Ave # 215
Covina, California 91723
2078 Bonita Ave
La Verne, California 91750
1224 N San Dimas Canyon Rd
San Dimas, California 91773
223 S Glendora Ave #101
Glendora, California 91741
180 N Pennsylvania Ave
Glendora, California 91741
100 N San Dimas Ave
San Dimas, California 91773
2220 E Rte 66 #150
Glendora, California 91740
2200 E Rte 66 #104
Glendora, California 91740
433 W Allen Ave suite 104
San Dimas, California 91773
100 Barranca St Suite 725
West Covina, California 91791
1037 Park View Dr
Covina, California 91724
1090 S Garey Ave
Pomona, California 91766
572 S Barranca Ave
Covina, California 91723
440 N Barranca Ave #4280
Covina, California 91723
1279 E Rte 66
Glendora, California 91740
258 E Badillo St # A
Covina, California 91723
142 N Grand Ave
West Covina, California 91791
718 N Live Oak Ave
Glendora, California 91741
2220 E Rte 66 #150
Glendora, California 91740
324 N San Dimas Ave
San Dimas, California 91773
800 S Barranca Ave #250
Covina, California 91723
1338 Center Ct Dr # 203
Covina, California 91724
622 E Badillo St
Covina, California 91723
1749 S Sunflower Ave Unit E
Glendora, California 91740
1221 N Gordon St
Pomona, California 91768
100 N, Barranca St
West Covina, California 91791
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.