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A&M TAX SERVICE

A&M TAX SERVICE

Reviews Summary

The consensus is overwhelmingly positive, with all reviewers giving 5-star ratings. Customers praise the exceptional customer service, professionalism, and personalized attention. Many highlight the team's expertise, efficiency, and ability to maximize refunds while explaining tax strategies clearly. Reviewers appreciate the affordable pricing, quick service, and the personal relationships built during tax preparation. Several mention returning yearly and recommending the service to others, noting how the team handles complex situations with ease and makes clients feel valued. The combination of thoroughness, warmth, and results consistently impresses clients.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers

Contact Information

Address

471 N Fresno St

Fresno, California 93701

Visit Website Call Now Get Directions

Hours

Sunday 11AM-5PM
Monday 11AM-5PM
Tuesday 11AM-5PM
Wednesday 11AM-5PM
Thursday 11AM-5PM
Friday 11AM-5PM
Saturday 11AM-5PM

Customer Reviews

John and Frank at A&M TAX SERVICE ?? are experienced, reliable, and understand the unique needs of individuals, small businesses, corporations, non-profits, military personnel, and rental property owners. They provide personalized tax solutions with professionalism and care. If you're looking for someone who can handle a wide range of tax situations with ease, these are your guys!

John is the best tax guy I have found in years! Found him last year and am more than happy with his work. He isn't just going to do your taxes, he genuinely wants to help you succeed in life and coach you on what you should be striving for or changing. Hats off to you John!!!

What an amazing team! They helped unravel my complex tax mess whilst offering tips and strategies to improve things moving forward. They really ought to be called magicians because there is no other way to explained how they managed to get me a refund with all that I had going on! They really saved the day. Would absolutely recommend to everyone, even people from other states.

This is our second year coming to John and Frank! Let me tell you, these guys have the most amazing service I've ever been to. They literally treat you like royalty. They're super inviting. The conversation makes you like family. They go straight to asking how life has been, etc. Conversations with both are alway fun. Their honesty and getting the most back in taxes have been successful. Definitely have recommended family members to them, and they have been pleased. Book them yearly with your taxes. You won

I have used larger tax companies until this year when I tried A&M. I cannot say enough about how customer sensitive they are. The customer service was amazing and it cost much less than I was paying before. They did not miss a thing and filing was done in a fraction of the time. Highly recommended. These guys are legit and I will be returning next year. Thank you guys for the great experience.

I am amazed on how quickly and accurately A&M Tax Service prepared my taxes. A line by line review was thoroughly and patiently explained. With the ever changing tax laws, I trust their tax planning advice for the next year. Reasonable price and excellent customer service warrants more than 5 stars.

John is extremely knowledgeable and helpful. He is always reliable and accommodating to his clients. He cuts out wasted time and paperwork that I've dealt with at other tax prep companies that overcharge for nice offices and ?peace of mind?. He gets to the point and shows you your options. When I had audits from previous companies filings, he fixed the mess. Highly recommend

I highly recommend A&M for all of your tax service needs. Not only did they provide excellent customer service, but they also made sure not to miss a single thing with my return. Their prices are very reasonable, they're very quick, and they take the time to get to build personal relationships with you. Thank you A&M!!

Very happy with their service. Took the time to look over everything to make sure I was getting the best refund. This was the first year I ever got back a huge refund. I also like how they explained the new laws and how they will effect me from now on. Sounds funny, but they even change the temp in the room to make sure I was comfortable! I highly recommend them

John is very professional and makes your tax experience easy. He's very detailed and takes time explaining everything. We will definitely be back next year!!

I was referred here by a family member and I had a great experience John was awesome and I will be coming back every year.

A&M provided amazing customer service while providing specific details of the process. This place is time efficient and affordable! I would definitely recommend to others. Staff is great and personable!

Very professional, timely, and efficient. I have been seeing John for taxes for two years now and it's always been a seamless process. Highly recommend!

Fantastic service, great price! They get you what you are entitled to!

Great customer service they take the time to get you the most ??

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.

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