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Advantage Tax Service

Advantage Tax Service

About This Listing

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.*

Contact Information

Address

20601 CA-18 #143

Apple Valley, California 92307

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

We have been going to Advantage Tax Service for many, many years. Ron has been a great help. He is very knowledgeable, kind and caring. Give him a call, you won't be dissappointed. A++

My wife and I (as well as other Family Members) have been clients of Advantage Tax Service for over 30 yrs of EXEPTIONAL SERVICE. Ron and Judy have always been Professional, Caring and willing to help. They have always taken the time to answer all of Our questions as well as Our calls. The Winkler's have taken the Anxiety out of "Tax Time" Thank you Ron and Judy

Ron has been wonderful. I have been his client for the past three years. He is knowledgeable and provides excellent customer service. This is now the fifth year Mr. Ron Winkler has done my tax returns, I always rest assured he will do a great job and accurate as always. I referred two of my friends to Advantage Tax Service this year and they were completely pleased as well. Thank you Ron and Judy for a job well done!

This was our first time getting our taxes done here. Ron helped us out. He was friendly, funny, knowledgeable, and efficient. We will definitely be coming back.

We have had our taxes done by Ron for quite a few years now. We have our business and personal taxes done. He is very thorough. He is very professional and kind. He always answers all of our questions and is very patient with us. I would recommend him to our friends and family. Advantage Tax does a great job! Thank you Ron, Robert

We love Judy and Ron. They are a husband and wife duo Tax professional team. I have been going to them for the past 7 years and they have never failed me or my family, and always made sure I got my MAX tax refund. I truly appreciate all their hard work / service. Thank you guys. I give them a 10!! ??

Advantage Tax Service is the only place i will ever have my taxes done, Mr Ronald L Winkler is the very best. I was very stressed all year , but Ron did what he does worked magic. I'm very grateful to him & highly recommend him. Thank you again Advantage Tax Service. Linda Derryberry

The best tax professional hands down. Ron @ advantage tax gives you thorough tax service with peace of mind that your taxes are done correct. I've been coming to Ron for a few years now and wouldn't imagine going to anybody else. 5 stars all the way

Advantage Tax Service is top notch. Very knowledgeable and Professional. I highly recommend them to anyone looking for a trust worthy straight forward tax service.

We?ve been going to Ron for our taxes for 5 years now, he?s on top of it, he does a great job, you can?t go wrong going to him, he came highly recommended, we have not been disappointed or dissatisfied with his services, ????????????????????

2nd year have have used Advantage Tax Service. Ron is a great guy to work with. Great customer service!! Answers any questions you have.

Ron is the ultimate tax guy.and he is an enrolled agent just in case you have tax problems, which we never had an issue in the last 10 years, and Judy always welcomes us with a great smile. Thank you Advantage Tax Services

Ron and Judy are great, I have been going to them for 6 years now and they have always been profesional and helped me a ton. Great service

Ron is a professional Tax Prepared! I definitely recommend for any to come and have Ron do your taxes. I?ve been going to Advantage Tax Service for years Thank You Ron!

Ron is great very helpful, and quick to offer advice. We've come to trust him so much that even though we've moved out of state, we still use him and his services.

I will not be going anywhere else. Tax advantage really helps you out.

Great experience. Ronald and his wife are very friendly and knowledgeable. I have found my new tax service.

Been going to Advantage Tax Service for many years Ron knows his stuff even had my son go to him he's a keeper and so is his wife Judy.

I have been doing my taxes with them for the past 3 years. They are very professional and knowledgeable! I really recommend them!

Ron has been doing my Taxes for over 20 years! He?s the best in the business ????

Judy and her husband been doing my taxes for years there such great wonderful people they always get me the maximum return I'm able to get.

I forgot we were even doing our taxes. We were laughing and having a really nice time. So friendly yet professional. We'll be back every year!

Ron was very helpful & informative, will be coming back next tax season for sure

If more stars were possible I would give them.... Turbo tax can take a back step you want ron Winkler on your side

Ron is the best I have been coming here for year's five star all the way.

Just what I expected quit thorough and well... If I had to say anything bad at all he likes to talk.. but for me that's not a problem!!

I have been with this Tax service for many years and love them! I highly recommend ?? ????????

I've been going to Ron and Judy since the 1980's. Great people and knowledgeable!!!

Ron is very helpful with any questions you have. They don?t over charge you! Love this place

Advanced Tax is great I recommend anyone who needs their taxes done go see ron

Love them!! We have been going here for years. Judy is the best!!

Very friendly service, Ron is quick and easy to work with ??

Wonderful, friendly and professional people. Quick appointment and good price!

Wonderful friendly atmosphere! Knowledgeable and eager to be an advocate Thank you Jesus loves you

They're great I've been with them for a few years now

Great people they always take care of us. Love the jelly beans lol

Used Ron's services for years.Trust in Advantage completely

This will be the second year that I will return to this tax offices great services!

Wonderful customer service I have been going here for 16 yrs .

Very knowledgeable and great people fast service at a great price

I was scared he was going to touch me in my no no places

Best tax guy ever !!!!

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.