*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.*
818 N Mountain Ave
Upland, California 91786
My husband and I decided it was time to have a professional help us with our taxes. I chose All About Taxes based on the 5 star reviews and convenient location. Samone is really nice and explained everything and anything we asked her about. She gave us some pointers for starting a small business to help us in the future and her pricing is super reasonable! We will be returning customers :)
All About Taxes did an outstanding job on my taxes this year, just as they have for over 20 years. Simone is always professional, knowledgeable, and makes the entire process smooth and stress-free. I highly recommend her to anyone looking for a trustworthy and experienced tax preparer.
Samone is great! This was my first time using her services. She was able to squeeze me in last minute. She was very detailed and quick! We will definitely use her again next year! Highly recommend!
Simone is THE nicest, most down to earth tax representative I've ever had. She makes such a good first impression and when she handles your taxes, it is timely. I highly recommend All About Taxes to anyone looking for an amazing tax rep like Simone. She is truly great at what she does.
Samone & All About Taxes LLC has been such a pleasure to work with. I have been using Samone's services for almost a decade and she has taken care my family and friends! If you need any tax related services please reach out to her and the team and I promise you won't regret it.
All about taxes, Semone is very reliable and quick. i have been working with her for years and she always tries everything she i to get me a refund. She reaches out to you every year to get you started on the process so that you can have your taxes complete before the crazy tax season gets started. I would and have recommended AAT to all searching for that on great tax preparer.
The process was streamlined and well-organized. I appreciated their attention to detail and how they kept me informed throughout every step of the process, ensuring there were no surprises at the end. This is my second year using their services and I highly recommend All About Taxes!
I believe Simone all About Taxes is the best tax prepare and Friend I have been with her for 20+ years. She has done a wonderful job. She keeps me informed and she keeps me on my toes.
Great customer service I've been going through them for 4 or 5 years now and made it a breeze to get my taxes done. One year I waited until the last day (not on purpose) they were able to help me get them done. Thank you a bunch All About Taxes LLC.
I have been using this service for the past 5 years. (Jessica Lewis) Tax season has never been so stress free before. Each year I text my girl then upload my documents via email to her. She gets back to me quickly with my results and done!
Samone is so timely with her services. She is the only person I trust to do my taxes. And if I've ever had any questions or concerns she always responds so fast even though she's a very busy woman. Very honest.
I've been a customer for 10 years and this is the best tax company I've ever used. Samone always get me the max amount unlike turbo tax. I highly recommend!
Samone was amazing to work with. She helped me and my husband with our taxes and it was a quick and easy process!
Does great work! Has done my taxes for 5 years and makes it simple and will maximize your refund. Very knowledgeable!
When I tell you she is very fast, and so quick to get back to us. Sent my papers and within 24 hours (less than) she was done. Very pleased, 2nd year with her no question hands down
My experience. they honest and do a great job answer any questions you have.. and I will recommend family and friends to use this tax company
I'm sooo happy I went with her very professional such a sweet lady got everything done for me real fast and easy will definitely be coming back she is the best I been telling all my friends and family because she is the best for real definitely the only person I trust from now on
I will start coming to her every year!! She got me in quick , she's very helpful!!! Everything was quick and easy! She's amazing!!
She is simply the best, she will get you the most for your refund. She is truly caring to her customers.
Hands down, All About Taxes LLC is the most best. Couldn't explain no differently ?? there perfect with Communicating, on time and EVERYTHING ??
I've been a customer for over 10yrs. I've always received really good service. She's the best!!
Wonderful informative and quick process for our first meeting. We were very pleased and will be returning.
I been a loyal client for years never disappointe me .She makes you feel very comfortable an don't hesitate to ask questions she will give you the most honest an start toward answer give them ?? a try u want be disappointed
This is my 3rd year filing with them and I've never had any issues. Fast, reliable and I'll be seeing them next year ??
Samone is a true professional and tax expert thank you so much for your help
Yall gotta go get yall taxes done! I got Maximum refund back. Got my loan! Flight booked! Im the wind.
Took care of my tax needs in a timely fashion and was very knowledgeable with questions I had.
Samone was friendly and professional. I have used her services for years.
I love all about taxes great company very fast paste
Always Awesome, kind, speedy, and professional service. I will continue being a client( 20yrs and counting)???
Best tax representative I've ever had!!! 6 STARS
Great service, get you handled and on about the rest of your day. Thank you
My preparer was Very Helpful!! Melissa little ??
Very knowledgeable and accommodating. Very experienced and resourceful.
Great customer service and accurate services.
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.