*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.*
14176 Amargosa Rd Ste J
Victorville, California 92392
Jeff is the absolute best! We love the professional service he provides and highly recommend him for personal and business tax needs!
Jeff is amazing at explaining the process and the reasons for taxes being paid. Very friendly and professional.
Jeff is an amazing tax professional. I especially appreciate that fact that he is fast and efficient.
Jeff is efficient, patient, and an amazing communicator. I always dread this time of year, but he make it seamless for me.
Jeff is wonderful to work with. He does great work and is always professional.
Always great service, friendly and very professional. Providing detailed info for my business operations.
Jeff has done our and our families taxes for years. He is very prompt. Answers question year round and is very friendly and helpful. Very reasonable too!
Very professional, good listener, will do an excellent job, good price. Thank you .
Jeff was awesome snd so nice!!! This was the first year I went to him....was referred by a friend. I definitely made the right choice. I had some special circumstances this year with my taxes and he went way above and beyond what he needed to do to help me out. He spent quite a bit of time working on my particular case. I am so thankful and grateful for choosing him. Will definitely be a return customer. I would recommend him to anyone. Thanks Jeff!!!!
So I am new to the tax game this year and looking for the right place to give my business was daunting to say the least. It is my first year filing and I?ve heard some horror stories so I needed to know I was in good hands. As soon as I walked into Burns taxes I knew I was in the right place. He was very warm and inviting, answering my many questions with patience and understanding. He offered me a drink and some snakes while I waited for him to do his thing. His office was very modern and professional whi
I highly recommend Burns Tax Services to anyone needing a tax professional. This was a tremendous help to me and I was able to get my taxes done on time and done in such a manner that best suited my particular situation. A+ Thank You Jeff. I will be back next year and for many more after that.
Excellent service, fast and easy to work with!
Excellent service with a knowledgeable professional. Jeff exceeded our expectations. See Jeff for all of your tax preparation needs!
He is a super guy and makes you feel very welcome. If you have any concerns or questions he will take the time to address them.You won't be disappointed.
Thank you Jeff for helping both me and my brother on our taxes very professional and fast also affordable we will be returning
Great service. Taxes were completed fast. Very knowledgeable and professional. Will be returning next year.
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.