*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
7733 Palm St ste 216
Lemon Grove, California 91945
I did my with this place for the 2023 year. Not only where the taxes done wrong sent wrong, but none of my deductions were deducted not only that, but she said she said she tried to file for my corporation due to escort from the C Corp. and when I talk to a IRS, none of that was done so she lied to my face and then when I asked her OK well then we need to get a payment plan because you know owe a lot of taxes for something that I know I shouldn?t have, but I was like I wanted to give her the benefit of the
Nichell Was amazing did a great job ! Helped me out in anyway possible, she showed me and explain everything to me ! great price highly recommend!! -Thank you
All these positive reviews about Nichell are 100% correct! For years, I was doing my taxes on Turbo Tax and decided to seek help from a tax expert this year to make sure that I was doing it correctly. I messaged Nichell through Yelp in the late evening thinking I'd get a response the following day. To my surprise, she responded within minutes to let me know that she was more than willing to help me. She was very friendly and responded to my questions via email SOOO quickly. Such a genuine person and definit
This is my third time doing my taxes here and Nichelle is so awesome to work with! I absolutely hate doing taxes ugh, I'm sure you can all relate. Via their website you can securely upload your documents needed and she handles the rest! Even double checking via email and keeping me updated. I'm so grateful for them!
Stop looking around for where to get your taxes done cause this is the place!!! The highlight of filing my taxes here is the superstar Nichelle. This girl has been doing this for a long time and you will notice that in her work. Nichelle knows every nook and cranny of getting you a good tax refund. What I appreciate the most is that not only is she knowledgeable, but she is a great teacher. She prepares you for your next tax return, which is great for someone who doesn?t know much about it. I highly reco
I did my taxes with Nicole for 2018. I was contacted by the IRS to let me know they taxes were handled not professionally. They asked me to pay 141k because the person didn?t do it right. Even though I have provided all the information. I emailed Nicole back and she was unprofessional and couldn?t admit her mistakes and said if you want me to fix it the fee is $200. She charge expensive in the first place $150. I did it last year for $100 and the guy was super professional and nice to talk to. Stay away fro
I?ve been going to Ms. Nichell for the past few years & I can?t imagine going to someone else. It?s been countless times I?ve been traveling, or didn?t have a document right then & then & her patience was what made me content !! She?s made the tax process easy and she?s a people person - she just understands circumstances & life. My returns & documents are fast & look great! I?m converting my grandmother as we speak to go with Ms. Nichell! She?s goal oriented to making sure her services with you is better t
Nichelle is very kind and sooo knowledgeable. With her many years of experience, we felt very comfortable doing our taxes with her and we are happy we found someone we could go to every year. Thank you Nichelle!
After going to multiple corporate tax companies and feeling like they aren't thinking of my best interest I gave up on them. Tired of that, I now go to Nichelle and she is someone I trust with important and personal information. She answers any questions I have and is down to earth, thank you!
This place is tried and true. I have been going here for years. She always gets me the max return. They are affordable and professional. I use them for both my personal and business income taxes. I recommend to anyone needing their taxes done.
Absolutely stay away from this place. A friend told us we should go here and do our tax return. She only let us use 2 of 3 kids on our return plus we got shorted 5.220 on our refund. Do your own taxes. If you go through these guys you will regret it big time. I warned you.
Great service, she explained everything in detail. How we can save tax and how it all works. Very kind and friendly ??. Very prompt with email communication Will highly recommend her.
Good place to come do your taxes.
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.