3080 Olcott St d127
Santa Clara, California 95054
1001 S Main St
Milpitas, California 95035
Expedition Ln
Milpitas, California 95035
500 E Calaveras Blvd Suite 246
Milpitas, California 95035
379 Jacklin Rd
Milpitas, California 95035
2021 The Alameda STE 280
San Jose, California 95126
2118 Walsh Ave Ste 208
Santa Clara, California 95050
1538 Main St
Santa Clara, California 95050
1286 Kifer Rd STE 116
Sunnyvale, California 94086
2150 N First St Suite 435
San Jose, California 95131
860 Hillview Ct #300
Milpitas, California 95035
1600 Duane Ave
Santa Clara, California 95054
1525 McCarthy Blvd Suite 1082
Milpitas, California 95035
2033 Gateway Pl 5th Floor, Suite 541
San Jose, California 95110
1754 Technology Dr STE 108
San Jose, California 95110
2570 N First St St 200
San Jose, California 95131
2055 Junction Ave Ste 115
San Jose, California 95131
3569 Benton St #4404
Santa Clara, California 95051
1879 Lundy Ave STE 229
San Jose, California 95131
1731 Technology Dr # 570
San Jose, California 95110
3080 Olcott St b120
Santa Clara, California 95054
2880 Zanker Rd
San Jose, California 95134
111 N Market St #374
San Jose, California 95113
275 Saratoga Ave STE 108
Santa Clara, California 95050
1491 S Wolfe Rd
Sunnyvale, California 94087
1290 Scott Blvd
Santa Clara, California 95050
675 N First St SUITE # 675 6th Floor
San Jose, California 95112
1313 N Milpitas Blvd ste 119
Milpitas, California 95035
675 N First St #975
San Jose, California 95112
1884 The Alameda
San Jose, California 95126
2150 N First St Suite 414
San Jose, California 95131
991 W Hedding St Suite 108
San Jose, California 95126
16 Corning Ave # 262
Milpitas, California 95035
1570 The Alameda #217
San Jose, California 95126
1042 W Hedding St STE 220
San Jose, California 95126
830 Stewart Dr
Sunnyvale, California 94085
2005 De La Cruz Blvd # 120
Santa Clara, California 95050
101 Metro Dr Suite 264
San Jose, California 95110
2055 Junction Ave Ste 115
San Jose, California 95131
1879 Lundy Ave STE 122
San Jose, California 95131
4500 Great America Pkwy #117
Santa Clara, California 95054
1590 Oakland Rd b102
San Jose, California 95131
4675 Stevens Creek Blvd Suite #120
Santa Clara, California 95051
2150 Ringwood Ave
San Jose, California 95131
1530 The Alameda
San Jose, California 95126
225 W Santa Clara St UNIT 1600
San Jose, California 95113
1731 Technology Dr #810
San Jose, California 95110
84 W Santa Clara St #700
San Jose, California 95113
1995 El Camino Real Suite 302
Santa Clara, California 95050
500 E Calaveras Blvd #333
Milpitas, California 95035
2010 El Camino Real #1365
Santa Clara, California 95050
84 W Santa Clara St #700
San Jose, California 95113
1270 Lawrence Station Rd ste i
Sunnyvale, California 94089
255 N Market St #120
San Jose, California 95110
3945 Freedom Cir Ste 460
Santa Clara, California 95054
333 Cobalt Way #106
Sunnyvale, California 94085
1460 Koll Cir Suite D
San Jose, California 95112
225 W Santa Clara St UNIT 1600
San Jose, California 95113
2635 N First St #201
San Jose, California 95134
1525 McCarthy Blvd #1083
Milpitas, California 95035
1732 N First St St #220
San Jose, California 95112
1001 S Main St
Milpitas, California 95035
900 Lafayette St ste 201-16
Santa Clara, California 95050
1960 The Alameda #150
San Jose, California 95126
999 W Taylor St STE A
San Jose, California 95126
1 N Main St #4
Milpitas, California 95035
1905 The Alameda
San Jose, California 95126
690 Aldo Ave
Santa Clara, California 95054
1602 The Alameda #100
San Jose, California 95126
101 Metro Dr # 650
San Jose, California 95110
111 W St John St #515
San Jose, California 95113
2150 N First St 4th Floor
San Jose, California 95131
1313 N Milpitas Blvd # 171
Milpitas, California 95035
2445 Augustine Dr #150
Santa Clara, California 95054
2570 N First St #200
San Jose, California 95131
1550 The Alameda UNIT 308
San Jose, California 95126
2033 Gateway Pl
San Jose, California 95110
225 W Santa Clara St UNIT 1600
San Jose, California 95113
1625 The Alameda #601
San Jose, California 95126
1764 The Alameda
San Jose, California 95126
225 W Santa Clara St UNIT 1600
San Jose, California 95113
225 W Santa Clara St UNIT 1600
San Jose, California 95113
2570 N First St Second Floor
San Jose, California 95131
1798 Technology Dr STE 178
San Jose, California 95110
225 W Santa Clara St Suite 900
San Jose, California 95113
84 W Santa Clara St
San Jose, California 95113
329 Odyssey Ln
Milpitas, California 95035
871 Coleman Ave Suite 201
San Jose, California 95110
3160 De La Cruz Blvd
Santa Clara, California 95054
1735 N First St #301
San Jose, California 95112
1520 The Alameda #120
San Jose, California 95126
1590 Oakland Rd b208
San Jose, California 95131
2033 Gateway Pl #500
San Jose, California 95110
84 W Santa Clara St #700
San Jose, California 95113
2375 Zanker Rd #220
San Jose, California 95131
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.