Best CPA's Nearby

CPA's in Van Nuys

Search and Find Top Reviewed CPA's Near You

Locations Map

Seals On Wheels Traveling Notary

7002 Stansbury Ave

Van Nuys, California 91405

2 miles
4.5 / 5 (668 ratings)
Bilingual Services

Eduardo Castillo Income Tax

15333 Sherman Way G

Van Nuys, California 91406

2.06 miles
4.5 / 5 (333 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice

LoanMart

15400 Sherman Way UNIT 300

Van Nuys, California 91406

2.15 miles
4 / 5 (259 ratings)

Reliable Income Tax and Business Solutions

15621 Vanowen St

Van Nuys, California 91406

2.69 miles
4 / 5 (266 ratings)

Avanty Services

14435 Sherman Way #204

Van Nuys, California 91405

1.67 miles
5 / 5 (166 ratings)
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Remote Services

Martinez Tax Service

10341 Sepulveda Blvd

Mission Hills, California 91345

2.54 miles
4.5 / 5 (125 ratings)
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
State-Specific Experience
Remote Services
Years of Practice
CPA License
In-person Support

El Faro Services/Office & Mobile Service

7548 Sepulveda Blvd

Van Nuys, California 91405

1.66 miles
4 / 5 (103 ratings)
Bookkeeping
Tax Preparation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Bilingual Services
In-person Support

MM Associates Tax Resolution & Notary Service

8416 Lankershim Blvd #204

Sun Valley, California 91352

3.4 miles
5 / 5 (85 ratings)

SOM Professional Services

14650 Parthenia St Floor Suite W-15

Panorama City, California 91402

0.33 miles
4.5 / 5 (88 ratings)

Mariana's Services

14540 Victory Blvd Suite100

Van Nuys, California 91411

2.76 miles
4.5 / 5 (57 ratings)
Accounting
Tax Preparation
Small Businesses
Individual Taxpayers
Real Estate
Bilingual Services
In-person Support

R&I Express Services

14510 Haynes St

Van Nuys, California 91411

2.53 miles
4.5 / 5 (48 ratings)

ALT Tax Advisors

16134 Nordhoff St Suite E

North Hills, California 91343

2.21 miles
5 / 5 (42 ratings)
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
State-Specific Experience
Remote Services

Melvin Mora & Associates Inc.

13618 Van Nuys Blvd

Pacoima, California 91331

2.58 miles
4.5 / 5 (44 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
Multi-state Experience
Bilingual Services
Years of Practice
CPA License
In-person Support

Meir Tax

7857 Burnet Ave Ste B

Van Nuys, California 91405

1.27 miles
4.5 / 5 (35 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Payroll
Tax Preparation
IRS Representation
Entity Structuring
Forensic Accounting
Small Businesses
Individual Taxpayers
Remote Services

Cristy Alvarez Services

14532 Friar St c3

Van Nuys, California 91411

2.81 miles
5 / 5 (32 ratings)

San Fernando Income Tax Services

15257 Parthenia St

North Hills, California 91343

1.05 miles
4.5 / 5 (34 ratings)

Hernandez Income Tax & Bookkeeping Service, Inc.

12824 Victory Blvd

Valley Glen, California 91606

3.37 miles
4 / 5 (33 ratings)
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks

Lolo's Solutions & Insurance Services

7136 Haskell Ave Suite 110

Van Nuys, California 91406

2.39 miles
4.5 / 5 (30 ratings)
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services

Taxes by MaYa Inc.

7963 Van Nuys Blvd #102

Panorama City, California 91402

0.71 miles
4.5 / 5 (28 ratings)
Bookkeeping
Audit
Payroll
Tax Preparation
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers

Doug Johnson CPA

1.5 miles
5 / 5 (25 ratings)
Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Outsourced Accounting
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Technology
QuickBooks
Remote Services

Munoz Income Tax

13683 1/2, Van Nuys Blvd

Pacoima, California 91331

2.48 miles
4.5 / 5 (25 ratings)

Vamos Con Marroquin

8610 Van Nuys Blvd suite 1205

Panorama City, California 91402

0.13 miles
4 / 5 (21 ratings)

Siordia Income Tax

13171 Osborne St

Arleta, California 91331

2.1 miles
4.5 / 5 (19 ratings)
Tax Preparation
Tax Planning
IRS Representation

Latin Services

127 S Brand Blvd

San Fernando, California 91340

3.86 miles
5 / 5 (17 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
IRS Representation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services

Total Capital Inc

6360 Van Nuys Blvd Ste 204

Van Nuys, California 91401

2.78 miles
5 / 5 (17 ratings)

Su Taxes

9510 Sepulveda Blvd

North Hills, California 91343

1.64 miles
4.5 / 5 (18 ratings)

Villegas and Associates

317 S Brand Blvd

San Fernando, California 91340

3.78 miles
4.5 / 5 (17 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
Bilingual Services
Years of Practice
In-person Support

CLP Tax & Accounting Services

6737 Hazeltine Ave

Van Nuys, California 91405

2.32 miles
4 / 5 (18 ratings)

El Rey Income Tax & Bookkeeping

6515 Van Nuys Blvd Suite C

Van Nuys, California 91401

2.55 miles
5 / 5 (15 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services

AccuTax Solutions, Inc.

13308 Victory Blvd

Van Nuys, California 91401

3.08 miles
5 / 5 (14 ratings)
Audit
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services

SIMPLE 4 US Tax Preparation

9456 Arleta Ave

Pacoima, California 91331

1.64 miles
5 / 5 (14 ratings)

Magic Income Tax Services LLC

14447 Victory Blvd

Van Nuys, California 91401

2.72 miles
4.5 / 5 (14 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Remote Services
Bilingual Services
Years of Practice

Sepulveda Escrow Corporation

10550 Sepulveda Blvd #105

Mission Hills, California 91345

2.76 miles
4.5 / 5 (13 ratings)

L & L Professional Bookkeeping

14517 Victory Blvd

Van Nuys, California 91411

2.72 miles
4 / 5 (14 ratings)

K.A.A. Tax and Accounting Services (formally Robert Jimenez and Associates)

15545 Devonshire St Ste 108

Mission Hills, California 91345

2.58 miles
5 / 5 (11 ratings)
Accounting
Business Consulting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Construction
Contractors
QuickBooks
Years of Practice
CPA License
In-person Support

JJT Firm, LLC

16933 Parthenia St #202

Northridge, California 91343

3.13 miles
4 / 5 (11 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Mid-size Businesses
Individual Taxpayers
Professional Services
QuickBooks

Sandstrom & Associates

17038 San Fernando Mission Blvd

Granada Hills, California 91344

4.52 miles
5 / 5 (9 ratings)

It's Been Served

14401 Sylvan St # 102

Van Nuys, California 91401

2.85 miles
5 / 5 (9 ratings)
Forensic Accounting

Del Valle Services

6420 Coldwater Canyon Ave #197

Valley Glen, California 91606

3.29 miles
4.5 / 5 (9 ratings)
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Local Tax Credits
Bilingual Services
Years of Practice
CPA License
In-person Support

Eas Tax Advantage Inc

16203 Parthenia St

North Hills, California 91343

2.21 miles
5 / 5 (8 ratings)

Progreso tax service LLC

7355 Lankershim Blvd Spc A-17

North Hollywood, California 91605

3.66 miles
5 / 5 (8 ratings)

Accuretta, Inc. Certified Public Accountants (CPA)

5900 Sepulveda Blvd # 425

Sherman Oaks, California 91411

3.53 miles
4.5 / 5 (8 ratings)
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Internal Controls
Complex Situations
CPA License

Oganesyan & Associates Inc

14114 Victory Blvd #202

Van Nuys, California 91401

2.77 miles
4.5 / 5 (8 ratings)

AGI Accounting Services Inc

8550 Balboa Blvd Ste 285

Northridge, California 91325

3.11 miles
5 / 5 (7 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Freelancers
Expatriates
Individual Taxpayers
Multi-state Experience
Remote Services
Years of Practice
CPA License
In-person Support

The Tax Experts

17037 Chatsworth St #208B

Granada Hills, California 91344

4.21 miles
5 / 5 (7 ratings)

Rugaba Holdings LLC

14540 Victory Blvd UNIT 216

Van Nuys, California 91411

2.76 miles
5 / 5 (7 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Remote Services
Years of Practice
CPA License

3is Accounting, Tax, and Advisory Services

16933 Parthenia St #202

Northridge, California 91343

3.13 miles
5 / 5 (7 ratings)

Carlos M Choto

8726 Sepulveda Blvd

North Hills, California 91343

1.18 miles
4.5 / 5 (6 ratings)
Tax Preparation
IRS Representation
Expatriates
Foreign Nationals
Individual Taxpayers
Remote Services
Bilingual Services

Bernstein Financial Services

7120 Hayvenhurst Ave # 316

Van Nuys, California 91406

3.15 miles
4 / 5 (7 ratings)

MORTGAGE QUALITY MANAGEMENT & RESEARCH

5900 Sepulveda Blvd #432

Sherman Oaks, California 91411

3.52 miles
4 / 5 (6 ratings)
Audit
Assurance
Financial Advisory
Forensic Accounting
Internal Controls
Risk Management

Miguel Ramos Inc

The Fowler Building, 811 San Fernando Rd # 203

San Fernando, California 91340

3.83 miles
5 / 5 (5 ratings)

ITIN NUMBER SERVICES

14435 Sherman Way #204

Van Nuys, California 91405

1.67 miles
5 / 5 (5 ratings)
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Remote Services

Reyna Vilchis Tax & Accounting Services

14663 Titus St #201-A

Panorama City, California 91402

0.55 miles
5 / 5 (5 ratings)

Tax Pro Solutions

12438 Oxnard St

Valley Glen, California 91606

4.06 miles
5 / 5 (5 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
Bilingual Services
In-person Support

PORTILLO INCOME TAX

One street before Woodman Ave. next to Karabagh Market, 13751 Victory Blvd

Van Nuys, California 91401

2.83 miles
4.5 / 5 (5 ratings)

Momeni & Associates

17037 Chatsworth St #205

Granada Hills, California 91344

4.2 miles
5 / 5 (4 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses

Aviators Insurance Agency Inc.

7900 Balboa Blvd Delta 7

Van Nuys, California 91406

3.17 miles
4.5 / 5 (4 ratings)

G & A Professional Services

14048 Vanowen St

Van Nuys, California 91405

2.29 miles
4.5 / 5 (4 ratings)
Accounting
Tax Preparation
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services
CPA License
In-person Support

S Arora & Associates Inc

15600 Devonshire St Ste 201

Granada Hills, California 91344

2.6 miles
4 / 5 (4 ratings)
Accounting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services
In-person Support

Accounting Services Northridge - Rockwell

3.61 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
Startups
QuickBooks
GAAP Compliance
Internal Controls
Remote Services

Asanuma Craig a CPA

7143 Woodley Ave

Van Nuys, California 91406

2.76 miles
5 / 5 (3 ratings)

Southeast Quality Tax Inc.

18917 Nordhoff Street Unit 14

Northridge, California 91324

0.36 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
International Tax
Small Businesses
High-net-worth Individuals
Expatriates
Individual Taxpayers

PAZTAX LLC

8155 Van Nuys Blvd

Panorama City, California 91402

0.48 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
Bilingual Services

CPA Firm of Rene Sarkhosh & Associates, Inc.

17536 Saticoy St

Lake Balboa, California 91406

4.11 miles
5 / 5 (3 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
International Tax
Mergers and Acquisitions
Small Businesses
High-net-worth Individuals
Expatriates
Foreign Nationals
Individual Taxpayers
Real Estate
Professional Services
Multi-state Experience
Cross-border Taxation
CPA License
In-person Support

G&A Professional Services 2

13154 Sherman Way

North Hollywood, California 91605

2.33 miles
5 / 5 (3 ratings)
Accounting
Tax Preparation
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services
CPA License
In-person Support

Gynesis Group

Valley Glen, California 91401

3.44 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Non-profits
Healthcare
QuickBooks

Inreta Financial Services, Inc.

14547 Titus St

Panorama City, California 91402

0.47 miles
5 / 5 (3 ratings)

Julio Doria: Primerica - Financial Services

811 San Fernando Rd #202

San Fernando, California 91340

3.83 miles
5 / 5 (3 ratings)

Latin us Income Tax

501 San Fernando Mission Blvd

San Fernando, California 91340

3.88 miles
4 / 5 (3 ratings)

Wasserman Accountancy Corporation

17134 Devonshire St # 101

Northridge, California 91325

4.03 miles
5 / 5 (2 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Individual Taxpayers
Multi-state Experience
Years of Practice
CPA License
In-person Support

D-vision inc.

9533 Frankirst Ave

North Hills, California 91343

2.7 miles
5 / 5 (2 ratings)

Gaur & Associates

8550 Balboa Blvd #280

Northridge, California 91325

3.11 miles
5 / 5 (2 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
International Tax
Small Businesses
Freelancers
Individual Taxpayers
QuickBooks
Multi-state Experience
Remote Services
Years of Practice

AVO Bookkeeping

15617 Odyssey Dr UNIT 32

Granada Hills, California 91344

4.22 miles
5 / 5 (2 ratings)
Bookkeeping
Financial Statements
Budgeting
Small Businesses
QuickBooks
Remote Services
CPA License

Valley Income Tax & Payroll

13907 Vanowen St

Van Nuys, California 91405

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

Honest Payroll Group | Payroll Services

14545 Friar St #101h

Van Nuys, California 91411

2.79 miles
5 / 5 (2 ratings)

An Le Bookkeeping

11607 Oxnard St

North Hollywood, California 91606

4.79 miles
5 / 5 (2 ratings)

Socal Empowerment Group LLC

14500 Roscoe Blvd Suite#405

Panorama City, California 91402

0.36 miles
5 / 5 (2 ratings)

Nuevo Horizonte Immigration

6742 Van Nuys Blvd

Van Nuys, California 91405

2.26 miles
4 / 5 (2 ratings)

Popiel & Associates

17402 Chatsworth St # 101

Granada Hills, California 91344

4.63 miles
5 / 5 (1 ratings)
Accounting
Audit
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Virtual CFO
Small Businesses
Non-profits
QuickBooks
Internal Controls
Multi-state Experience

Express Bookkeeping Services

17042 Devonshire St #219

Northridge, California 91325

3.85 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks

Marin Tax & Accounting Service

14338 Victory Blvd

Van Nuys, California 91401

2.75 miles
5 / 5 (1 ratings)
Bookkeeping
Payroll
Tax Preparation
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Non-profits
Multi-state Experience
Bilingual Services
Years of Practice

OMOR TAX RELIEF

14401 Gilmore St Unit 1B

Van Nuys, California 91401

2.65 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks

Monterrosa Tax

14541 Sylvan St

Van Nuys, California 91411

2.86 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
Multi-state Experience
Bilingual Services
Years of Practice
CPA License

Your Perfect Accountant

5442 Hermitage Ave

Valley Village, California 91607

4.72 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Entity Structuring
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services

Toro Taxes Panorama City

9100 Van Nuys Blvd

Panorama City, California 91402

0.67 miles
5 / 5 (1 ratings)
Tax Preparation
Small Businesses
Individual Taxpayers
Remote Services
Years of Practice

Abacus Law Group

Van Nuys, California 91401

2.65 miles
5 / 5 (1 ratings)

Trust Consulting Group

6442 Coldwater Canyon Ave #104

Valley Glen, California 91606

3.36 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses

Focus Wealth Partners

6345 Balboa Blvd

Encino, California 91316

4.16 miles
5 / 5 (1 ratings)

Trinidad Luna: Primerica - Financial Services

11559 Sherman Way B

North Hollywood, California 91605

3.97 miles
5 / 5 (1 ratings)

Income Tax & Accounting Services Van Nuys CA

14536 Roscoe Blvd #94

Van Nuys, California 91402

0.4 miles
4 / 5 (1 ratings)
Accounting
Audit
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
Hospitality
Complex Situations
State-Specific Experience
Years of Practice

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.