1524 Powell St
San Francisco, California 94133
1160 Battery St suite 100
San Francisco, California 94111
530 Divisadero St PMB 767
San Francisco, California 94117
580 California St #1200
San Francisco, California 94104
2339 Jones St #2
San Francisco, California 94133
180 Steuart St #190551
San Francisco, California 94119
315 Montgomery St 8th floor
San Francisco, California 94104
150 Executive Park Blvd Suite #3800
San Francisco, California 94134
3750 Mission St
San Francisco, California 94110
309 4th Ave
San Francisco, California 94118
2441 Fillmore St #380-1981
San Francisco, California 94115
4951 Mission St
San Francisco, California 94112
353 King St
San Francisco, California 94158
1736 Stockton St Studio 9
San Francisco, California 94133
470 Columbus Ave #204
San Francisco, California 94133
235 Montgomery St #1155
San Francisco, California 94104
One Sansome Street, Sansome St #3500
San Francisco, California 94104
560 Mission St #1600
San Francisco, California 94105
1475 Polk St #12
San Francisco, California 94109
Four Embarcadero Center, Embarcadero Ctr Suite 1400
San Francisco, California 94111
548 Market St #49172
San Francisco, California 94104
18 Bartol St STE 115
San Francisco, California 94133
433 California St #1000
San Francisco, California 94104
505 Montgomery St 10th Floor
San Francisco, California 94111
100 Pine St #1250
San Francisco, California 94111
201 Spear St Suite 1100
San Francisco, California 94105
275 6th Ave #103
San Francisco, California 94118
3932 Mission St
San Francisco, California 94112
580 California St 16th floor
San Francisco, California 94104
101 California St #2710
San Francisco, California 94111
201 Spear St
San Francisco, California 94105
580 California St 12th Floor
San Francisco, California 94104
156 2nd St
San Francisco, California 94105
166 Geary St Suite 1500 #1271
San Francisco, California 94108
353 Sacramento St #1900
San Francisco, California 94111
1717 Lyon St
San Francisco, California 94115
2250 Union St #301
San Francisco, California 94123
584 Castro St #612
San Francisco, California 94114
601 California St #525
San Francisco, California 94108
90 New Montgomery St
San Francisco, California 94105
2407 Lincoln Way
San Francisco, California 94122
5816 Mission St
San Francisco, California 94112
888 Paris St SUITE 203
San Francisco, California 94112
490 Post St STE 640
San Francisco, California 94102
717 Page St
San Francisco, California 94117
2145 19th Ave STE 201
San Francisco, California 94116
168 Bluxome St #106
San Francisco, California 94107
1 Sansome St #3500
San Francisco, California 94104
One Sansome Street, Sansome St Suite 3500, PMB 6006
San Francisco, California 94104
4751 Mission St
San Francisco, California 94112
801 Portola Dr # 107
San Francisco, California 94127
333 Bush St STE 1700
San Francisco, California 94104
5517 Geary Blvd # 205
San Francisco, California 94121
2134 Van Ness Ave
San Francisco, California 94109
2208 Union St
San Francisco, California 94123
2001 Union St STE 300
San Francisco, California 94123
2440 Taraval St
San Francisco, California 94116
1 Hallidie Plaza Suite 404
San Francisco, California 94102
1750 McAllister St #903
San Francisco, California 94115
Merchants Exchange Building, 300 Montgomery St #1050
San Francisco, California 94104
50 California St UNIT 15
San Francisco, California 94111
580 California St
San Francisco, California 94104
1855 Lawton St
San Francisco, California 94122
Market St
San Francisco, California 94114
4230 Mission St
San Francisco, California 94112
2390 15th Ave
San Francisco, California 94116
650 California St 3rd floor
San Francisco, California 94108
505 Sansome St #1575
San Francisco, California 94111
101 California St #4200
San Francisco, California 94111
560 Mission St Suite 2800
San Francisco, California 94105
44 Montgomery St
San Francisco, California 94104
101 California St #2850
San Francisco, California 94111
555 California Street 32nd/ 34th, 46th Floor
San Francisco, CA 94104
3929 24th St
San Francisco, California 94114
1455 Stockton St
San Francisco, California 94133
235 Montgomery St Suite 1020
San Francisco, California 94104
1388 Sutter St # 800
San Francisco, California 94109
500 Sansome St # 502
San Francisco, California 94111
1108 Vicente St
San Francisco, California 94116
150 Post St #640
San Francisco, California 94108
1 Embarcadero Ctr Suite 2410
San Francisco, California 94111
100 Montgomery St # 715
San Francisco, California 94107
5010 Geary Blvd
San Francisco, California 94118
870 Market St #723
San Francisco, California 94102
220 Sansome St STE 900
San Francisco, California 94104
333 Market St
San Francisco, California 94103
28 2nd St
San Francisco, California 94105
1288 Columbus Ave #259
San Francisco, California 94133
2 Embarcadero Ctr 8th Floor
San Francisco, California 94111
90 New Montgomery St
San Francisco, California 94105
25 Taylor St
San Francisco, California 94102
950 Stockton St
San Francisco, California 94108
584 Castro St #827
San Francisco, California 94114
Four Embarcadero Center, Embarcadero Ctr Suite 1400
San Francisco, California 94111
580 California St #1200
San Francisco, California 94104
5844 Geary Blvd
San Francisco, California 94121
655 Montgomery St 12th floor
San Francisco, California 94111
156 2nd St
San Francisco, California 94105
101 California St 23rd Fl
San Francisco, California 94111
270 Valencia St #203
San Francisco, California 94103
505 Montgomery St
San Francisco, California 94111
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.