*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.*
1258 Pine St
Martinez, California 94553
?? Michelle at America?s Tax Service provides professional and convenient tax preparation services in Martinez, CA. With over a decade of experience, the firm offers both in-person and remote filing options, helping individuals and families file accurately and on time. The process is streamlined, with secure document uploads and virtual consultations making it easy to get taxes done efficiently. A reliable local option for those looking for knowledgeable and accessible tax support.
Best tax service, period! Michelle and her staff are welcoming and friendly. Super knowledgeable, able to help us navigate confusing combined taxes that my husband and I have. Recommend their services to friends that have also been happy with their service. Stop your search now and use them!
First I got overcharged for my taxes. Then it was a pain to get the money back. I also filed for multiple years and I thought i would call the IRS and check on my tax return and they said there was no record of them even being filed. I then called Michelle multiple times finally she responded saying she would check on it and she never did and never got back to me. Ill keep everyone posted how this turns out.
Michelle at America's tax has been serving me for years now & it has always been such a delightful welcoming experience, one I look forward too each year! Through & efficient! Mostly enjoy the kind company & catching up on ups & downs through the year! :)
I have been going to Americas tax service since 2012 and it has been an AMAZING experience each time. Fast and efficient. Friendly staff - really down to earth ,, everyone there is so delightfull and willing to help. Michelle you are the greatest , and will continue to grow ... thank you so much for all of these awesome years... !!!!!!!
I was referred to use MIchelle because she would get back the most for my refund but instead she charged a lot and messed up my return. I have never had IRS hold my return for review until she did my taxes. Prior years I had done them myself without error, I had them done here and now my return is held up due to their mistakes. Not worth it, do simple returns yourself and don't use these guys.
Michelle has been helping us for the last 2 years and she's been great. She's knowledgeable, friendly and a great listener.
The owner Michelle always exceeds my expectations. She even re-did taxes from previous years and got me more money.
Very friendly and helpful. Had my taxes done here the past 4 years. A+
Excellent service! Michelle is the best!
Best place to get your taxes done!
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.