*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.*
1410 3rd St SUITE #10
Riverside, California 92507
I have been filing my taxes with BV Preparation Services for several years, and I've always been more than satisfied. Blanca and her staff consistently demonstrate professionalism, attentiveness, and effort. Leaving a lasting positive impression. I've never encountered any issues or had any complaints. If you're looking for reliable tax preparation services, you can trust BV Preparation Services to take care of your needs.
Blanca is great at what she does no doubt about it. She has helped our family file our taxes for years now and we will continue to recommend her work to everyone!
I have to say that tax season is not my favorite time of year but Blanca is the very best! Her knowledge and expertise in this field is beyond amazing! She always puts forth her very best and I will not go anywhere else! Thank you BV preparation!!
Blanca made it so easy for me, I was having trouble with the stimulus and 2020 & 2021 tax returns all she needed was simple answers so I wouldn?t get confused. She?s really good I?ll be doing my taxes with her again 10/10 recommend her service.
I must say .. Blanca has been helping my family for 3 years? this has been the best three years of mine and my families life! Truly a breath of fresh air! Thank you Blanca for all you and your team has done for us! I will never see another tax person ever ever ever ! Extraordinary service by an extraordinary team! Superb !
I been coming to Blanca for about 10 years now & I wouldn?t trust or go anywhere else. Blanca and her Assistent go out there way to provide the best tax service and tax advise. I would highly recommend you set an appointment with BV preparations you won?t be disappointment.
I look forward to getting my taxes done every year. It?s always done so smoothly. Great service & beautiful new establishment ! You couldn?t get better service than this . I have & will continue to recommend Blanca services!
She has served me and my family for 11 years she has always got us the highest refund at a fair price. She is an Amazing Women and so professional. Highly recommend her services!
Very nice person ,very reliable ,clean facility, super friendly my third year going with her won't go nowhere else so if you need your taxes filed go to Blanca won't regret it trust me
Love working with Blanca. She's very informative on what you need to know and makes things super easy and fast.
This is the best place I?ve ever been to do my taxes. The ladies know what they?re doing and their service is phenomenal
I love the new location! It's beautiful! Come see for yourselves!
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.