Best CPA's Nearby

CPA's in Westminster

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Processing Assist, Inc.

12235 Beach Blvd #209

Stanton, California 90680

2.21 miles
4.5 / 5 (1065 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory

CANEI

13950 Milton Ave # 300

Westminster, California 92683

1.56 miles
4.5 / 5 (225 ratings)

CLS Financial

4450 W Cerritos Ave

Los Alamitos, California 90720

5.32 miles
4.5 / 5 (153 ratings)
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Xero
State-Specific Experience
Multi-state Experience
Local Tax Credits
Nexus Determination
Remote Services
Years of Practice
CPA License

Ruby's Auto Insurance Services

7902 Westminster Blvd. b

Westminster, California 92683

0.48 miles
4.5 / 5 (136 ratings)
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks
Xero

Profit Rocket

14081 Willow Ln

Westminster, California 92683

1.51 miles
4.5 / 5 (134 ratings)
Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Small Businesses
Contractors
QuickBooks
GAAP Compliance

Little Saigon Living Trust

9191 Bolsa Ave #203

Westminster, California 92683

1.51 miles
5 / 5 (100 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Real Estate
Bilingual Services

Financial Partners Credit Union

1665 Scenic Ave

Costa Mesa, California 92626

5.35 miles
4.5 / 5 (71 ratings)

Valiante Tax and Financial Management

12842 Valley View St #104

Garden Grove, California 92845

2.85 miles
4.5 / 5 (65 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks

Momen Tax Services

17155 Newhope St Ste M

Fountain Valley, California 92708

4.54 miles
4.5 / 5 (59 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
QuickBooks

HB Liberty Tax

17398 Beach Blvd

Huntington Beach, California 92647

2.96 miles
4.5 / 5 (55 ratings)
Bookkeeping
Tax Preparation
Small Businesses
Individual Taxpayers
QuickBooks

Edge Tax and Accounting Firm, Inc

10901 Westminster Ave Suite A

Garden Grove, California 92843

3.2 miles
5 / 5 (42 ratings)
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
Non-profits
QuickBooks
GAAP Compliance
Internal Controls
Multi-state Experience
CPA License

Paul S. Joo, CPA

12966 Euclid St # 210

Garden Grove, California 92840

3.6 miles
4.5 / 5 (42 ratings)
Bookkeeping
Accounting
Audit
Assurance
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Outsourced Accounting
Small Businesses
Non-profits
Real Estate
Healthcare
QuickBooks
GAAP Compliance
Internal Controls
Risk Management
Bilingual Services

Nancy Rangel Insurance and Financial Services

6032 Warner Ave

Huntington Beach, California 92647

3.12 miles
4.5 / 5 (42 ratings)

Y & G Income Tax and Multi - Services

14600 Goldenwest St a201

Westminster, California 92683

0.74 miles
4.5 / 5 (39 ratings)
Accounting
Tax Preparation
Small Businesses
Individual Taxpayers
Non-profits
Bilingual Services
Years of Practice
In-person Support

Fox Tax Service Inc.

17155 Newhope St Suite D

Fountain Valley, California 92708

4.55 miles
4.5 / 5 (38 ratings)
Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Years of Practice
CPA License
In-person Support

Caliente Tax

11088 Trask Ave Ste 200-L

Garden Grove, California 92843

3.48 miles
4.5 / 5 (37 ratings)
Bookkeeping
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services

El Bloquecito Income Tax

1721 W Katella Ave # B

Anaheim, California 92804

4.66 miles
4 / 5 (37 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Bilingual Services
In-person Support

JD Prowess (a.k.a. XCL Services (Income Tax))

1671 W Katella Ave Suite 130

Anaheim, California 92802

4.7 miles
4.5 / 5 (31 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
Bilingual Services
Years of Practice
In-person Support

Superior Tax Solutions

8840 Warner Ave # 201

Fountain Valley, California 92708

2.78 miles
4.5 / 5 (32 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience
Remote Services
Years of Practice
CPA License

Team Effort Financial

9550 Warner Ave # 209

Fountain Valley, California 92708

3.12 miles
5 / 5 (27 ratings)
Business Consulting
Financial Advisory
Small Businesses
Mid-size Businesses
Startups
Real Estate
Professional Services
Technology

John Samaan, CPA and Company Orange County CPA

4972 Warner Ave #201

Huntington Beach, California 92649

3.78 miles
4 / 5 (30 ratings)
Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Non-profits
QuickBooks
Internal Controls
Years of Practice
CPA License

Tax Law Office of Jayson M. Aquino, CPA, Esq.

12881 Knott St #221

Garden Grove, California 92841

1.78 miles
4.5 / 5 (24 ratings)

ImpAcct, LLC

9101 Harlan St #135

Westminster, Colorado 80031

829.3 miles
4.5 / 5 (24 ratings)

Wagner Tax + Accounting, Inc.

8601 Turnpike Dr #210

Westminster, Colorado 80031

829.61 miles
4 / 5 (24 ratings)

MeridianLink

3560 Hyland Ave STE 200

Costa Mesa, California 92626

5.4 miles
4 / 5 (25 ratings)

Efile Insurance Center & Multiservices

17195 Newhope St # 106

Fountain Valley, California 92708

4.6 miles
5 / 5 (18 ratings)
Tax Preparation

GREENFIELD & ASSOCIATES

16742 Gothard St Ste 211

Huntington Beach, California 92647

2.29 miles
5 / 5 (17 ratings)
Bookkeeping
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Mid-size Businesses
QuickBooks
Remote Services
Bilingual Services

Quang Ngoc Do

10411 Bowen Cir

Garden Grove, California 92843

2.77 miles
5 / 5 (17 ratings)

BBS, Inc

5836 Corporate Ave Suite 130

Cypress, California 90630

4.33 miles
4.5 / 5 (17 ratings)

Profit Pad Remote Bookkeeping & Payroll

8585 Katella Ave

Stanton, California 90680

3.58 miles
5 / 5 (16 ratings)

Karam Wealth Advisors

17011 Beach Blvd 9th floor

Huntington Beach, California 92647

2.59 miles
5 / 5 (14 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Multi-state Experience
Remote Services

Marielle Sauler Calara: Primerica - Financial Services

4431 Corporate Center Dr STE 101

Los Alamitos, California 90720

5.28 miles
5 / 5 (14 ratings)
Financial Advisory

J C Income Tax

10181 Westminster Ave # 203

Garden Grove, California 92843

2.51 miles
5 / 5 (12 ratings)

Tax Crisis Institute Orange County

17011 Beach Blvd 9th floor

Huntington Beach, California 92647

2.59 miles
5 / 5 (12 ratings)
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Professional Services
Complex Situations
State-Specific Experience
Multi-state Experience
Local Tax Credits
Years of Practice

Tax Direct

9872 Chapman Ave Suite 204

Garden Grove, California 92841

3.11 miles
4.5 / 5 (12 ratings)
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services
Years of Practice
In-person Support

First Source Insurance & Taxes Agency

9741 Bolsa Ave ste 217

Westminster, California 92683

2.01 miles
4.5 / 5 (12 ratings)
Payroll
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
Bilingual Services

Thackston & Associates, LLC

423 E Main St

Westminster, Maryland 21157

2288.23 miles
4.5 / 5 (12 ratings)

Reuben Perez Medina: Primerica - Financial Services

4431 Corporate Center Dr STE 101

Los Alamitos, California 90720

5.28 miles
5 / 5 (11 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies
QuickBooks
Xero
GAAP Compliance
State-Specific Experience
Multi-state Experience
Bilingual Services
Years of Practice

Stephen V Prichard CPA CFP

5882 Bolsa Ave #130

Huntington Beach, California 92649

1.94 miles
4.5 / 5 (11 ratings)

Argy Vincent P CPA

18351 Beach Blvd a

Huntington Beach, California 92648

3.9 miles
4.5 / 5 (10 ratings)
Bookkeeping
Audit
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Individual Taxpayers
Non-profits
Professional Services
Technology
QuickBooks
GAAP Compliance
Local Tax Credits
Years of Practice
CPA License

WYNN MORTGAGE, INC.

9081 Bolsa Ave STE 205

Westminster, California 92683

1.43 miles
4 / 5 (11 ratings)

Elite Financial Network Inc

7561 Center Ave unit 17

Huntington Beach, California 92647

1.23 miles
5 / 5 (9 ratings)

TT Tax and Accounting Services Inc

12112 Brookhurst St #8

Garden Grove, California 92840

3.16 miles
4.5 / 5 (9 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
Multi-state Experience
Bilingual Services
Years of Practice

Friendly Tax and Insurance Services

10098 Westminster Ave

Garden Grove, California 92843

2.37 miles
5 / 5 (7 ratings)
Bookkeeping
Accounting
Audit
Tax Preparation
Small Businesses
Individual Taxpayers

Grady & Associates CPA's

1333 W 120th Ave Ste 122

Westminster, Colorado 80234

833.86 miles
4.5 / 5 (7 ratings)

James Hendries - LPL Financial

7777 Center Ave Unit 120

Huntington Beach, California 92647

1.22 miles
4 / 5 (7 ratings)

FCA Insurance Services Inc CA-License# OE86550

4132 Katella Ave UNIT 202

Los Alamitos, California 90720

5.18 miles
4 / 5 (7 ratings)
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax

Jones, Lakin & Company, CPAs, PC

15 S Cranberry Rd suite c

Westminster, Maryland 21157

2288.35 miles
4 / 5 (7 ratings)

Vtax Business Services

12881 Knott St #222

Garden Grove, California 92841

1.78 miles
5 / 5 (6 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Sales Tax Compliance
Financial Advisory
Small Businesses

Bolsa Pro Services

9938 Bolsa Ave #210

Westminster, California 92683

2.24 miles
5 / 5 (5 ratings)
Bookkeeping
Tax Preparation
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice
CPA License
In-person Support

Wise Financial Solutions

5011 Argosy Ave STE 13

Huntington Beach, California 92649

2.81 miles
5 / 5 (5 ratings)
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Risk Management

California Financial and Real Estate Center, inc

16882 Bolsa Chica St #102

Huntington Beach, California 92649

3.63 miles
5 / 5 (5 ratings)

Exactax Solutions

16052 Beach Blvd Suite 166

Huntington Beach, California 92647

1.62 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Virtual CFO
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Internal Controls
Years of Practice

Tek Tools

17197 Newhope St Suite G

Fountain Valley, California 92708

4.57 miles
5 / 5 (5 ratings)
Bookkeeping
Accounting
Financial Statements
Tax Planning
Budgeting
Forecasting
Small Businesses
Mid-size Businesses
Government Contractors
Professional Services
Technology
QuickBooks
Remote Services

Travis Le Tax - American Smart Tax

8942 Garden Grove Blvd #207

Garden Grove, California 92844

1.76 miles
4 / 5 (5 ratings)
Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
CPA License

In Good Hands Tax Services

11501 Brookhurst St Suite 204

Garden Grove, California 92840

3.59 miles
4 / 5 (5 ratings)

Robert Le CPA

9577 Bolsa Ave

Westminster, California 92683

1.89 miles
4 / 5 (5 ratings)

T J Tax Solution

14221 Euclid St Ste D

Garden Grove, California 92843

3.21 miles
5 / 5 (4 ratings)

Darrel R. Whitehead, CPA

18141 Beach Blvd #300

Huntington Beach, California 92648

3.69 miles
5 / 5 (4 ratings)

Boroff & Co., Inc

17011 Beach Blvd #1110

Huntington Beach, California 92647

2.59 miles
5 / 5 (4 ratings)

Munafo & Associates

16162 Beach Blvd #255

Huntington Beach, California 92647

1.71 miles
5 / 5 (4 ratings)
Bookkeeping
Tax Preparation
Tax Planning

Titan Financial

16531 Bolsa Chica St #250

Huntington Beach, California 92649

3.47 miles
4.5 / 5 (4 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Remote Services
Years of Practice
In-person Support

Cherie Jones & Associates

12842 Valley View St #104

Garden Grove, California 92845

2.85 miles
5 / 5 (3 ratings)
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services
Years of Practice
In-person Support

Victor Guillen Income Tax

6634 Westminster Blvd.

Westminster, California 92683

1.17 miles
5 / 5 (3 ratings)
Bookkeeping
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Real Estate
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License
In-person Support

Yap & Little Inc

6711 Katella Ave # 200

Cypress, California 90630

3.73 miles
5 / 5 (3 ratings)
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Internal Controls
State-Specific Experience

Hess Bookkeeping & Income Tax

14341 Beach Blvd

Westminster, California 92683

0.27 miles
5 / 5 (3 ratings)

Student Loan Guidance Group

16787 Beach Blvd Ste #605

Huntington Beach, California 92647

2.34 miles
5 / 5 (3 ratings)

JJ Global Investment

9192 Garden Grove Blvd ste b

Garden Grove, California 92844

1.93 miles
5 / 5 (3 ratings)
Estate and Trust Tax
International Tax
Expatriates
Foreign Nationals
Individual Taxpayers
Bilingual Services
In-person Support

Excellent Financial Service

10600 Western Ave #59

Stanton, California 90680

3.91 miles
5 / 5 (3 ratings)
Bookkeeping
Accounting
Tax Preparation
Tax Planning
Financial Advisory
Outsourced Accounting
Small Businesses
Freelancers
Individual Taxpayers
Contractors
QuickBooks

Dave Abog: Primerica - Financial Services

4431 Corporate Center Dr STE 101

Los Alamitos, California 90720

5.28 miles
5 / 5 (3 ratings)
Tax Planning
Financial Advisory
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Insurance Agencies

Psychic Advisor of Stanton

10881 Beach Blvd

Stanton, California 90680

3.58 miles
5 / 5 (3 ratings)

Tax office of Macdonald & Dillencourt

16531 Bolsa Chica St

Huntington Beach, California 92649

3.47 miles
4 / 5 (3 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
High-net-worth Individuals
Startups
Expatriates
Individual Taxpayers
Real Estate
QuickBooks
Complex Situations
Multi-state Experience
Remote Services
CPA License

Accounting & Tax Services

1811 W Katella Ave

Anaheim, California 92804

4.46 miles
5 / 5 (2 ratings)
Accounting
Business Consulting
Tax Preparation
Financial Advisory
Small Businesses
Professional Services

Genius Solutions Now

8907 Warner Ave #135

Huntington Beach, California 92647

2.74 miles
5 / 5 (2 ratings)
Business Consulting
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Cross-border Taxation
Remote Services

GATES & ASSOCIATES

15061 Springdale St STE 202

Huntington Beach, California 92649

1.86 miles
5 / 5 (2 ratings)

DoubleRule

5555 Corporate Ave

Cypress, California 90630

4.48 miles
5 / 5 (2 ratings)

VantaQuest

10833 Valley View St Suite 520

Cypress, California 90630

4.16 miles
5 / 5 (2 ratings)

Primerica Financial Services

16835 Algonquin St # 209

Huntington Beach, California 92649

4.09 miles
4.5 / 5 (2 ratings)

Edward Jones - Financial Advisor: Hai B Phan

18426 Brookhurst St #206

Fountain Valley, California 92708

4.63 miles
4 / 5 (2 ratings)
Financial Statements
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

iTaxMasters

8942 Garden Grove Blvd

Garden Grove, California 92844

1.8 miles
5 / 5 (1 ratings)
Audit
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
Real Estate
Restaurants
Remote Services
Bilingual Services
CPA License

GLM Bookkeeping Tax Service

14482 Beach Blvd # M

Westminster, California 92683

0.33 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Individual Taxpayers
Bilingual Services

Swart & Feliciani

5362 Commercial Dr

Huntington Beach, California 92649

2.59 miles
5 / 5 (1 ratings)
Accounting
Audit
Financial Statements
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice
CPA License

Tongel Song: Primerica - Financial Services

16541 Gothard St # 109

Huntington Beach, California 92647

2.1 miles
5 / 5 (1 ratings)

Halim Shenouda

18377 Beach Blvd

Huntington Beach, California 92648

3.95 miles
5 / 5 (1 ratings)
Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Small Businesses
Mid-size Businesses
Individual Taxpayers
Non-profits
Real Estate
Professional Services
QuickBooks

Peters Investment Management

4332 W Cerritos Ave # 102

Los Alamitos, California 90720

5.43 miles
5 / 5 (1 ratings)
Tax Planning
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals

Relate CPA, Inc.

63 E Main St #4

Westminster, Maryland 21157

2287.56 miles
5 / 5 (1 ratings)

A Plus Accounting

12881 Knott St #221

Garden Grove, California 92841

1.78 miles
4 / 5 (1 ratings)
Bookkeeping
Accounting
Financial Statements
Tax Preparation
Outsourced Accounting
Small Businesses
QuickBooks
Remote Services

Ameriprise Financial

5242 Katella Ave

Los Alamitos, California 90720

4.44 miles
4 / 5 (1 ratings)
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
QuickBooks
Xero
GAAP Compliance
Risk Management
State-Specific Experience
Multi-state Experience
Cross-border Taxation

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.