I had a regular accountant for years who was just on auto-pilot with my finances. He never made an effort to re-examine my financial situation to see if there were ways I could be doing/saving more. When I decided to start a new business, I knew I needed to make a change. I was referred to CPA Collective by a friend and they've been great. They've been instrumental from the beginning, getting my LLC set up, tax filings done, general bookkeeping, payroll guidance, all of it. They're good enough to warrant a yelp review of an accounting firm. So, that should tell you what you need to know. read more

Terrible. Since the original owner left the company has become a dumpster fire. As an unlicensed CPA in California they are terrible at communication and take no responsibility for their incorrect tax preparation services. read more

This was my first experience with a CPA so I had little frame of reference for how terrible their services were but after giving them about $6,000 over 1.5 years they finally completed my 2023 personal and corporate taxes. I don't work with numbers (I'm a designer) but even I could see their initial return was incredibly off - turns out they forgot to account for all of the estimated taxes that I had already paid, among other problems. They revised the taxes and filed them and I left them for another CPA who has helped me understand the depths of incompetence of this company and now I'm having to refile the 2023 taxes with a new CPA (who is amazing and making my life easier and not harder) because they still got critical information wrong. I won't go into the details of every single thing that made this one of the worst businesses I have ever encountered but truly working with CPA Collective has been one of the most expensive mistakes that I have ever made. read more

if I could give this business 0 stars I would. they did not fulfill any of work per the scope of work detailed in my email. They do not respond to emails. after 5 months of trying to communicate and settle my issues we still have no resolution. this company is so poorly run and they have zero empathy, ethics or customer service. several thousands of dollars later, they have taken zero accountability for their actions and fail to offer any proof that they have filed taxes, maintained licenses, etc. DO NOT work with this business - they scam you and when you try to hold them accountable they stop communicating. I agree with the other review that ever since the founder left in the summer of 2023 it has turned into a total joke read more

After the founding partner left the firm in 2023 the firm has gone down hill. They are truly terrible accountants. Incompetent really. There is no direct line they don't respond to emails in a timely way. They make a lot of mistakes which will cost me on next year taxes and they charged for $4,000 for work they didn't do. Please go elsewhere. I can't imagine that they will be able to continue doing business like this. Ignore any positive reviews before 2023 those were all made when it was being run by someone else. read more

I wasted a lot of valuable time and money dealing with CPA Collective. My experience was not great working with them for three months. They did not show any customer empathy to me, and my communication with them was terrible. They made my business life a lot harder and will cost me more money. 1. They canceled my Quickbooks subscription in the middle of the month when I told them I would no longer be needing their services starting the next month (January). I paid for Quickbooks twice, and I am still waiting on my refund. If I didn't ask about a transaction, I would not have known they canceled the Quickbooks that I paid for. If they canceled the Quickbooks service, then that means they had no attention to do my Bookkeeping for that month. 2. They never apologized or acknowledged their mistakes. I sent them proof that I did not tell them to cancel my account in the middle of the month. Instead, they blamed me for all of their mishaps and never took responsibility or accountability. 3. I made the big mistake of letting them set up my Quickbook account for me, and they did not transfer admin status over to me at the end of the contract. They are unresponsive in my request to transfer admin status even though I am paying for it. I have to go through so much to have Laura removed from my account. They are very unprofessional. Ideally, on the last day of my service, they should have transferred admin ownership over to me. 4. The ROI sucked for me. I paid over $500 per month for emails and bookkeeping because that is all that I received. I didn't gain anything of value, and all the services that I paid for were not performed. My new accountant spent an hour with me, and I learned so much value and cost-saving strategies. We put a plan in place of things I need to do in 2020. I did not get that with CPA Collective. I was also underpaying myself in salary (S-Corp), which will cost me more in taxes. 5. It took a long time to get everything set up when I signed up for their service because they were too busy. Who tells a customer that? That should have been my first sign right there. They were very distant with me as a customer, and I felt as if they didn't want my business. 6. I didn't like my interactions in dealing with one of their accountants and sent an email to the owner, Laura. Her response was inadequate. She told me how long she knew the accountant and worked with her for years and how great she is blah, blah, blah. That is the wrong thing to say to a customer with a complaint. 7. They didn't even take the time to get to know me and my business. In one of my conversations with the owner, she mentioned I worked in IT consulting. I am NOT in IT consulting. I didn't even bother to correct her because I told them my occupation and business before. 8. Instead of taking my constructive feedback in a positive way to improve, the owner was very defensive. 9. They sent financial documents via email and requested documents to be sent to them over email too. I refused to send any documents over email because security is a priority for me. I wish they utilized the secure file transfer website that they set up for me 100% of the time. 10. You have to ask too much. They didn't proactively give me a lot of good advice and information I needed to know and relied on me asking questions. I am not an accountant or financial expert and may not know what I need to know. I am a business owner myself and couldn't image treating clients (even the unhappy ones) this way. In the end, I didn't trust them and didn't gain any value. I hope they use this feedback to improve their business. Do your research deeply before selecting an accounting firm to manage your finances. Before my review was posted, they had only three from 2018. read more

Laura and the team at CPA collective have gone above and beyond working with me over the past year. As a small business owner, I get overwhelmed with all of the nitty gritty tax stuff, but CPA Collective made it so easy for me to get it all together. They are excellent communicators, knowledgeable accountants and book keepers and even looked over my budget and helped me forecast for income for the following year! Laura went above and beyond to assist me with my business and resale license when I was having trouble even though she totally didn't have to. I can't imagine my business being where it is now with out the team at CPA Collective and I will continue to refer them to everyone I know! read more

I've been completely satisfied with the work and professionalism I've received from Laura and CPA Collective. I had previously been with another CPA for almost 20 years and when I started my new business, did not get the proper advice when setting up the new company. It cost me thousands of dollars. Laura was able to get my old issues cleaned up and and the company back on track to stay prepared and poised for future growth. She also has options for various levels of service as well depending on the size and budget you have to work with. I have recommended her to others who are also very happy with the advice and care her team provides. Also, during this extremely stressful time for all businesses, she has been proactive in sending out information about the various gov't programs available and links. read more

I've been really happy with my experience working with CPA Collective. As a new small business owner, I was really intimidated by all things tax and accounting related. I've felt very supported by CPA in this process. They've always been patient, quick to respond and helpful guiding me to getting organized and set up for success. read more

As a new, small business it's been hard to get professional services to really take some time and help us through things like book keeping or taxes. We found CPA Collective through a friend, and once tax season rolled around we were in good hands. Our accountant within the Collective, Walkidia, made time to walk us through some basic aspects of our books, helped us setup QB better than we had, and seems to be a quick email away for any help. read more

Grateful to have been referred to CPA Collective, they truly helped me get my finances in order after being a student for so long.