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C & P Tax Services

C & P Tax Services

Reviews Summary

Customers consistently praise C&P Tax Services for their professionalism, expertise, and honesty. Many highlight long-term satisfaction, with some using their services for decades. The team, especially Brandon, is commended for resolving complex tax issues, providing clarity, and delivering reliable, stress-free service. Reviews emphasize trustworthiness, friendly service, and seamless electronic filing options. Overall, clients highly recommend them for both personal and business tax needs.

About This Listing

Accounting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Remote Services
Years of Practice
CPA License
In-person Support

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Accounting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Remote Services
Years of Practice
CPA License
In-person Support

Contact Information

Address

19 E Main St

Ione, California 95640

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-5PM
Tuesday 10AM-5PM
Wednesday 10AM-4PM
Thursday 10AM-5PM
Friday 10AM-4PM
Saturday Closed

Customer Reviews

Brandon Holman of C&P Tax Services has excellent customer service skills and cares about you and your goals for financial wellness. Before I began services with Brandon, my taxes were very confusing and previous tax professionals were the source of the problems. Once I was referred to Brandon by a local professional, I was able to gain the clarity that I sought after and now I am in good standing with the IRS and don't fear tax season anymore! Thank you Brandon for finally putting me at ease.

When our tax preparer of many years retired this year we were apprehensive about finding a local tax professional. But luckily we were recommended to C&P Tax Services on Main St. in Ione, California and found Brandon Holman. He and his office staff were very professional and accommodating in processing our tax return. We were very pleased with their friendly demeanor in dealing with us old folks who have some challenges using current technology. Our returns were completed and submitted in a very timely f

Just got my taxes filed by Brandon Holman at C&P Tax Services. Considerate, helpful, reliable work -- as usual. I found this business at a time when my tax returns were in a shambles due to negligence of another agency. Brandon helped me unravel that mess and has been doing my taxes each year since. So glad I found him. Located in Amador County.

I have been with this family -owned business for a couple of decades and have always been impressed by their knowledge, honesty and integrity. I have been more comfortable going to the office, but this year, I decided to try the electronic route. Wow, was it ever easy and convenient!

We have trusted C&P Tax Services with our taxes for 30 years! They are honest, trustworthy, and highly professional. Highly recommend them for all your tax needs.

Brandon and his team are 100%. We live out of the state of CA and do business in other states. Brandon does research and knows the tax laws! I?ve been with C&P taxes for over 17 years.

My wife and I were referenced to C & P Tax services by my parents a few years ago, and we have been VERY VERY pleased with the services. They are very professional, friendly and through. Thank you very much.

Taxes (long form) easy. You provide info and in a couple weeks it is all done. You pay your tax preparer fee and everything is automatically submitted. A printed copy is also available at no extra charge and the package even includes your marginal tax rate info. From pain in the neck to easy peasy.

C&P are great. Handled our business and personal taxes painlessly and professionally. Highly recommend.

Have been going to Brandon for approximately 4 years and very happy with his service!

It is enjoyable to do business with a firm who is honest kind and reliable. I recommend them with highest-ranking.

Always professional, caring, and knowledgeable people. We have been going to them for years and they have my full trust in them!!

Brandon is the best you can find to do your taxes anywhere around.

Been using for about 3 years now and do appreciate the job they do.

I appreciate C & P Taxes because they are helpful & honest.

I HAVE NOTHING BUT GOOD THINGS TO SAY ABOUT C&P Tax Services

great service for over 25 years!

Excellent service, they took the time to make sure that they covered the details of my tax questions, I would certainly use them again.

Always knowledgeable, kind and clear.

Brandon is the best!

So far everything has been going well. They have treated me good and I'm happy with the service.

Awesome folks. Thank you

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.