How do I know if my CPA is good?
James Craig
Published Apr 11, 2026
How to Find a Good CPA for Your Taxes
- 7 tips to find a good CPA. Here are seven tips for selecting a good CPA for your taxes:
- Ask about their specialization.
- Verify their identification number.
- Look up their license.
- Consider their experience.
- Confirm their willingness to sign.
- Ask for advice.
- Determine their fees.
Check the CPA’s license status on the CBA License Lookup page or call the CBA at (916) 263-3680. Specifically, make sure the license status is clear and the expiration date has not passed. The search results on the license lookup page will also allow you to check how long the CPA has been licensed in California.
What should I look for in a good CPA?
What to Look for in a CPA
- Communication Skills. Good CPAs know a lot of information about tax codes, but the best CPAs can also explain it in a way that makes sense to anyway.
- Experience.
- Transparency.
- Set Clear Expectations.
When should I use CPA?
When You Should Hire a CPA or Tax Pro
- You’re self-employed.
- You’ve experienced a major life event, such as getting married or divorced, buying a home, receiving an inheritance, or moving to a different state.
- You own rental property.
- You have foreign accounts or investments or are an active stock trader.
How do I know which accounting is right for me?
Look for a certified public accountant (CPA), a licensed tax attorney or an enrolled agent. When you interview prospective accountants, make sure they have a Preparer Tax Identification Number (PTIN). They’re going to be preparing your taxes, and the IRS requires their PTIN on your return.
How can you tell if a CPA is good for You?
They give advice on which tax strategies to take or not to take based on their interpretation of IRS rulings and past experience. When a CPA simply files your tax return and doesn’t provide strategic tax planning or advice, you may not be getting your money’s worth.
How can I find out if my tax preparer is a CPA?
To determine if your tax preparer holds the CPA license, check the AICPA association website here . CPAs must also complete 120 hours of continuing education every three years. CPAs are not required to join the association so if you run a search and they aren’t listed, try your state board of accountancy.
Who is a good candidate for a CPA?
People who need strategic tax planning such as small business owners or individuals with complex returns, those who pay high income taxes, or have unusual circumstances appreciate the services of a CPA over an enrolled agent or general tax preparer.
Is it a good idea to hire a CPA?
So if you want to ease your stress, save money and work with someone who understands and keeps up with tax law, consider a CPA. If you are asking yourself if you should hire a CPA, I happen to think a CPA is a wise investment. For more tax tips and resources, including help finding a CPA, go to the AICPA’s 360finlit.org.