A&W Tax Service

A&W Tax Service

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
FreshBooks
Lacerte
State-Specific Experience
Multi-state Experience
Remote Services
Years of Practice
In-person Support

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

Bookkeeping
Accounting
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
FreshBooks
Lacerte
State-Specific Experience
Multi-state Experience
Remote Services
Years of Practice
In-person Support

Contact Information

Address

35242 Yucaipa Blvd

Yucaipa, California 92399

Hours

Sunday Closed
Monday 10AM-4PM
Tuesday 10AM-4PM
Wednesday 10AM-4PM
Thursday 10AM-4PM
Friday 10AM-4PM
Saturday 10AM-2PM

Customer Reviews

Please absolutely go to see her! Miss Heather is the best! She is so kind and knowledgeable. A&W Tax Service is family owned and are all so great at what they do. My parents see Heather's father and my siblings see her brother. For years now we have been going to this beautiful family owned tax Service and will continue to refer them to everyone!

This was my first time meeting Heather. I typically do my taxes through turbo tax, but decided to seek out a tax professional. It was a great overall experience working with Heather. Heather is very knowledgeable and does a great job of explaining tax breaks what you may or may not be eligible for. She made me feel very comfortable and answered all my questions. I will be returning next year to Heather for tax services.

James is fantastic! He is knowledgeable, personable and accurate. We were able to get my brother's Estate taxes calculated and file in our one hour appointment! I highly recommend.

Heather was professional and really went the extra mile for us?..we have referred several people to her over the years!!!! Her knowledge, coupled with her beautiful personality?. make this experience as good as it can be

Heather makes doing our taxes easy and stress free. She is knowledgable, friendly and professional. Always happy to do business with her. Thanks!

Heather made the experience of doing my taxes stress free. She was extremely helpful and knowledgeable. Thank you so much!

I have family members whom James has help for two decades. My tax man retired, and they told me about James. It was easy to get a new client appointment because his only requirement was to bring my last year's tax return so he can take over where my other tax man left off. He is an Enrolled Agent, impressive qualification! He has a big screen for me to watch while he inputs data on his little screen. He asks questions. He wants my input. He answered all my questions. The cute retro building is easy

Jamie has helped my family for so long. He is such a good person and fast at what he does. He also answers all questions.

We appreciated Heather?s knowledge and professionalism. Heather walked us through all the informational steps to our taxes. Very pleased and I know we will be going back next year to A&W Tax Service. Also, the valuable advice Heather gave us with our transition into retirement. Extremely helpful. Tom & Jean

A&W Tax Service (Heather) has been preparing my taxes for over a decade - she knows her business! You need a CPA, I highly recommend!

Second year having my taxes done by Terry Allen at A & W Tax Services. He's very knowledgeable, thorough, and fully prepared to answer questions I may have. Highly recommend Terry!

Been a client for at least 10 years. Jamie has always been on his A game. We brought him some troubles and he was able to resolve them. I refer A&W every chance I get.

A & W Taxes is a professional, dependable, and reliable company. Working with the IRS and the State of California can be overwhelming. I trust Jamie to help me with my business and personal taxes.

They have definitely gained another loyal customer. Heather is an absolutely wonderful woman. Her level of expertise regarding taxes is impeccable. Her character compliments her work ethic so nicely. I feel very relieved to have been able to have my taxes done with A&W Tax Service.

Heather was excellent, efficient and extremely knowledgeable. I really appreciate her.

always a pleasure meeting my old friend Terry, i enjoy my tax time and friendly conversation. See next tax season

I have been a client of Heather Baker-Allen and AW Tax Service for three years. Excellent and efficient service each time. Highly recommend.

We have been coming here for three years now, they are the best! Highly recommend for your tax services as they are so informative and help you understand what is going on. Terry Allen specifically has helped us the last two years and he is great, we will be coming back for as long as we can to this business.

Heather has been doing my taxes for years! She is personable and knowledgeable and always takes the time to discuss potential tax savings opportunities. Now, both of my adult children also have Heather prepare their returns as well.

Very helpful and friendly(2023) We went back again this year and are so impressed with how friendly, knowledgeable and helpful Heatheris . We highly recommend them. Spent less money and got better results than previous places we have used.

This is our 3rd year having our taxes done by Heather. She is very sweet and always helpful with any questions we have. She spends the time to do what's best for us. Thanks Heather, see you next year.

Always a great experience, love catching up with Terry. thank you Clem & Melanie

Jamie and his dad Terry are the best! Been going here for a few years and these guys know their stuff! They make doing taxes so simple and easy. Highly recommended!

Jamie is the best fast efficient knows his stuff

Always a great experience here with James! He makes the entire process smooth and efficient, so much so that I actually don't dread tax season, like most do. We've been going to him for years and he is a very trustworthy person. He will do everything he can to help you, and I would highly recommend coming here if you are looking for a great place to do your taxes.

A&W Tax Service is incredible! Jamie did a wonderful job for me and my family this year, and for the last 4 years. I wouldn't go to anyone else. He is honest, thorough, and helpful.

Have been going to Jamie since I was a kid with my mom. Now as an adult I wouldn?t choose anyone else to do my taxes. Jamie answers all my questions and knows his stuff. I also love how it?s a family ran business and everyone is very welcoming!

It?s always great to see Heather! She is very thorough with our taxes and walks us through any questions that we have regarding our taxes. She is positive and patient! Thank you Heather!

Great guy easiest taxes I?ve ever done highly recommended

Had a great experience getting my taxes done with James. I recently started my LLC and James was able to help answer all my questions. I would highly recommend him to anyone who has their own business and needs help with taxes. Thanks James!

I have been going to A&W Tax Service for 6years and I can honestly say they are the best! I can tell I am always happy to do my taxes with Heather. Thanks to my friends for recommending Heather at A&W Tax Service they have the best customer service.

I've been an A&W Tax Service customer for 31 years and I keep returning every year because of the great service provided by Terry and Jamie. They are competent and professional tax preparers with whom I have 100% confidence.

2022 was my first year going here, after James Allen was recommended to me by my sister. I am VERY happy I went here. Service is awesome, thorough and precise. Jamie was patient with my million questions and explained everything to me until I understood (I had a very complicated situation). I will never go anywhere else.

Been coming to see Jamie at A&W tax service for over 20 years for my business and personal. Can?t imagine going anywhere else, he definitely knows his stuff. Highly recommend!!

Heather Baker, EA, of A &W Tax Services is the best tax accountant I have been to. She is extremely knowlegeable, professional. sincere and patient. Highly reccommend

James has a great amount of skill in tax preparation.

My experience with A&W Tax Service was great!! I felt welcomed from the moment I walked in the door. My appointment with James was awesome!! Very kind people, I will be back next year. I recommend this place 100%.

Jamie is a great guy, professional, appt on time. He has been doing my Dads taxes for years and never had a problem. Thank u Jamie

Wonderful, expertise service. Thank you so much.

Heather Baker is the best tax preparer I have ever used. She is extremely knowledgeable, sincere and pleasant. She is patient and explains everything she does. I have used her twice and will continue to use her in the future. I highly recommend her.

Terry was my agent, he was very thorough and helpful. Terry has done my taxes for years and I would recommend him to anyone.

Heather from A&W Tax has provided my wife and I expert tax preparation for many years. She has my highest recommendation. I?ve never known anyone better.

Had my taxes prepared with Terry today, he did a great job (as always), and well as being enteraining. He makes a painful event a pleasure experience. Tell everyone you know about A & W Tax Services, they will be happy you did so. I already have a new client for Terry for next year. Thanks, for everything you and you team do for you customers, we appreciate it.

The absolute best. Almost 40 years and never a problem.

Everyone that works at A&W Tax Service is very Professional and Friendly!

Jamie is very knowledgeable in what he does! I trust and appreciate him .

100% recommend Terry Allen and A&W! He goes above and beyond to explain everything so I can understand. I will only go to A&W to do my taxes.

Great office location in Yucaipa, no wait time, Terry was very helpful and gave me great advise on some paperwork I needed help with like a friend would even though this is only my second visit he did not charge me for the visit since I did not need to get taxes done at this time. Highly recommend this business.

As always we had a wonderful experience at A&W Tax Service. Jaime is great and professional at what he does.

We've been going to A&W tax service for over 40 years! We wouldn't go anywhere else. Terry has always been professional.

Always a friendly atmosphere. Fun but also very professional. A&W Tax has been my go-to for over 20 years now. Thanks again!

Terry is always professional and thorough. This is my 3rd year going to him and I will be back again next year!

Been having Terry do our taxes for thirty six years. He does a great job and is so helpful.

James does a great job ! Been using him for 20 years and he doesn't disappoint!

Terry always made my annual visit to tax man painless. He?s very knowledgeable and knows the ins and outs of anything pertaining to tax preparation.

I have been going to Jamie for my tax preparation for years and he has always been great. Thanks Jamie!

The best you can find. They handle all sorts of situations and help with IRS issues. Reasonable prices and worth every penny. Extremely knowledgeable. Very dependable. All around nice people. A must go to business.

Wonderful experience, Heather took her time helping me to deal with my past, current and future tax issues.

Great people, and even greater service! This place is just great! Heather helped me in under an hour, she was so nice and really knowledgeable! Thanks so much for all your help!

Was very impressed with Mr Allen's quick and impressive tax service. Would definitely recommend him to anyone needing taxes done.

Absolutely the best place to get your taxes done. It's a complete family affair and they know what they're doing 100%, I wouldn't think about going anywhere else.

A&W Tax Service are amazing ?? and very professional I Love having my taxes done by them every year

Heather has helped me greatly improved my tax returns Thanks!!!!

Family owned business with all members professional, efficient, pleasant- which is such a plus for tax season! Highly recommended!

It was the first time we had ever had our taxes completed while we waited. It was GREAT to know we didn't have to return.

These guys are the IRS apex predators. Terry is the "Megalodon" of tax preparers.

Our meeting with James is always efficient and informative,

Great place, great knowledge and great personalities! Jamie is the man!

Terry Allen has always eased the anxiety that comes with tax season. Thank you Terry....

One of the best tax service places you could have in yucaipa for sure ask to speak with Jamie hands down best spot

My tax person for many years, Terry Allen. Wouldn't go anywhere else.

Very helpful..friendly and personalized ..so easy and comfortable

James great taxman! Beautiful town!

A good experience. Very capable and pleasant Answered all questions

Awesome service! Highly recommend for your Tax needs

Very knowledge, explains everything so you understand and easy to talk to .

Easy and efficient. Terry is great!

This was a great experience!! Thank you

Definitely have a permanent client. Thank you

Great tax service. Quick and easy.

Heather helped us tremendously! Thank you

Friendly, courteous, knowledgeable and flexible personnel!

Awesome. Terry is simply the best.

We go here every year very professional

A&W Tax service is just the best !

Very friendly and knowledgeable!!

Best in all of yucaipa.

Fast, efficient, and friendly as usual!

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.