*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.*
1249 E Florida Ave
Hemet, California 92543
Been coming to patty for almost 20 years. She has always been the best and very attentive to me and my wife. It?s always a pleasure dealing with her and the staff here at BZ Beez tax services. If you want the best then don?t waste your time somewhere else and just come here. Thankyou always patty
Thank you so much to Patty & the rest of the team at BZ Beez. We came in for our tax appointment and everything went smoothly and had minimal waiting time. We will be returning when we need DMV services as well.
I?ve been coming to BZ beez, for over 15 years .They always do the best to get me the best refund possible. I would recommend to check them out. They are honest and friendly.
I've been coming to Patty and Carla for years they are best in the valley
Myself and my family always have positive experiences with everyone EXCEPT Patty. Shout out to Rodolfo who has always been great for tax services. Every interaction with Patty has been unpleasant. My mom called to make an appt with Carla, after learning her availability has changed, my mom told Patty she would have to discuss a time that works for her daughter (me) and works with Carla?s schedule and call back. After her telling me her experience with Patty was uncomfortable on the phone, I called today ins
Had a great experience. Patty is awesome! I normally do my own taxes, but this year I had a little fubar that needed handled. In and out within 30 mins. And had a great time and conversation. I highly recommend. Prices are competitive. The personal touch makes it worth the trip next and in the upcoming tax years. The do car DMV also! Great! Update. I had to amend my taxes. I called and said my spouse would not make it until after 7, their closing time. Patty worked with our schedule and stayed late to make
Unbelievable service. I?ve use them for over 10 yrs.
This year was my second time coming here for my taxes and I?ve had a great experience both time. Patty is a great tax preparer and the refund comes pretty quick. I highly recommend this place, they're legit.
Rodolfo is very attentive and explains everything. Very professional
With the DMV on virtual shutdown, you can try to make an appointment, but nothing available and no walk ins at the DMV, we went to BZ Beez and got a replacement set of plates for our car , in and out in less than 30 minutes. Great service, Thank You very much
Had Live Scan done. Recommend you go elsewhere unless you?re willing to pay a much higher price than other locations. Here?s what happened. Good points: I went in for fingerprinting. I called and was told I did not need an appointment and was able to walk in same day. Bad Points: I asked how much they would charge and she told me she would let me know after she rolled the fingerprints. The girl had a difficult time getting a few of my fingerprints. She finally submitted them to the Department of Justice a
Came in this morning for registration.Two women employees told me to sign in and take a seat. I sat for 15 mins before I over heard the conversation on the phone the employee was doing her unemployment with the other employee helping her. We told them we had to leave because we were on a time. She said ok sorry bye. So unprofessional will never use their service.
Patty is on of the most hurtful person I ever met and I been going to Patty for more than 8 years they always have excellent customer service!!
I made an appointment at 1130 for fingerprinting. I wasn't even greeted, or called back until 1220.
I?ve been doing my taxes here for 15 years. Honest people & great service
Been coming here for years excellent customer service. Patty and Karla are very professional.
I have never used this place but you get a 5 star just because of the dancing bees!
Trusted for 8 years with my taxes. Now my kids go too.
COME SEE BLANCA - I was from out of town and she helped me a ton !
Very professional and efficient.
(Translated by Google) First year since my taxes have been made, I will never have to return, which I didn't like, they don't tell you how much they will charge you for confirming the taxes and even though I asked several kisses to the girl, they didn't answer me in the end I paid $260 but when I called before going and they told me $190 if they had told me the price at first I would have left, the girl was very good people but very expensive. (Original) Primer a?o que ago mis tax hay jamas boy a volber lo
(Translated by Google) A very bad experience with my taxes are people without professionalism abusing the trust of clients charging exaggeratedly for their services they told me that they were going to charge me 75 dollars and in reality they charged me 180 dollars for a short form and in the Hispanic support center they charged me 100 dollars this year a place of honest people who take advantage of people and this was done by a person named Lola and the other was the owner (Original) Una muy mala experien
(Translated by Google) Patty is very kind and helped me a lot, very quickly too. (Original) Patty est? bien amable y me ayud? much?simo bien r?pida tambi?n
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.