31416 Agoura Rd #118
Westlake Village, California 91361
2945 Townsgate Rd STE 200
Westlake Village, California 91361
3835 Thousand Oaks Blvd Ste 158
Westlake Village, California 91362
2815 Townsgate Rd STE 125
Westlake Village, California 91361
2945 Townsgate Rd STE 200
Westlake Village, California 91361
650 Hampshire Rd # 116
Westlake Village, California 91361
2829 Townsgate Rd STE 100
Westlake Village, California 91361
30700 Russell Ranch Rd #250
Westlake Village, California 91362
250 N Westlake Blvd STE 230
Westlake Village, California 91362
1580 Valecroft Ave
Westlake Village, California 91361
5543 Partridge Ct
Westlake Village, California 91362
2829 Townsgate Rd STE 100
Westlake Village, California 91361
3011 Townsgate Rd Suite 240
Westlake Village, California 91361
30700 Russell Ranch Rd #250
Westlake Village, California 91362
2625 Townsgate Rd #330
Westlake Village, California 91361
370 N Westlake Blvd Suite 230
Westlake Village, California 91362
2629 Townsgate Rd Suite 255
Westlake Village, California 91361
2829 Townsgate Rd STE 100
Westlake Village, California 91361
31300 Via Colinas #108
Westlake Village, California 91362
2945 Townsgate Rd STE 200
Westlake Village, California 91361
4165 E Thousand Oaks Blvd #355
Westlake Village, California 91362
200 N Westlake Blvd Suite 202
Westlake Village, California 91362
3835 E Thousand Oaks Blvd #356
Westlake Village, California 91362
2815 Townsgate Rd STE 145
Westlake Village, California 91361
310 N Westlake Blvd # 260
Westlake Village, California 91362
2625 Townsgate Rd #330
Westlake Village, California 91361
2660 Townsgate Rd
Westlake Village, California 91361
3117 W Sierra Dr
Westlake Village, California 91362
4333 Park Terrace Dr # 110
Westlake Village, California 91361
5655 Lindero Canyon Rd #601
Westlake Village, California 91362
32107 Lindero Canyon Rd # 235
Westlake Village, California 91361
31225 La Baya Dr suite 100
Westlake Village, California 91362
2945 Townsgate Rd STE 200
Westlake Village, California 91361
100 N Westlake Blvd STE 200
Westlake Village, California 91362
2555 Townsgate Rd Suite 300
Westlake Village, California 91361
2815 Townsgate Rd Suite 300
Westlake Village, California 91361
340 N Westlake Blvd
Westlake Village, California 91362
100 N Westlake Blvd #201
Westlake Village, California 91362
890 Hampshire Rd # T
Westlake Village, California 91361
31320 Via Colinas #104
Westlake Village, California 91362
2945 Townsgate Rd STE 200
Westlake Village, California 91361
4035 Thousand Oaks Blvd
Westlake Village, California 91362
2945 Townsgate Rd #120
Westlake Village, California 91361
32129 Lindero Canyon Rd # 107
Westlake Village, California 91361
3625 E Thousand Oaks Blvd Suite 112
Westlake Village, California 91362
4195 E Thousand Oaks Blvd STE 250
Westlake Village, California 91362
250 N Westlake Blvd STE 200
Westlake Village, California 91362
250 N Westlake Blvd STE 200
Westlake Village, California 91362
340 N Westlake Blvd Suite 118
Westlake Village, California 91362
3027 Townsgate Rd Ste 100
Westlake Village, California 91361
340 N Westlake Blvd
Westlake Village, California 91362
3717 Thousand Oaks Blvd #195
Westlake Village, California 91362
2535 Townsgate Rd #100
Westlake Village, California 91361
31111 Agoura Rd Suite 110
Westlake Village, California 91361
32107 Lindero Canyon Rd #124
Westlake Village, California 91361
32107 Lindero Canyon Rd Ste, 115
Westlake Village, California 91361
5743 Corsa Ave # 216
Westlake Village, California 91362
125 Auburn Ct # 210
Westlake Village, California 91362
2829 Townsgate Rd Suite 315
Westlake Village, California 91361
100 N Westlake Blvd STE 200
Westlake Village, California 91362
2945 Townsgate Rd STE 200
Westlake Village, California 91361
25000 Center Ridge Rd STE 8
Westlake, Ohio 44145
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.