*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.*
6020 W Dartmouth Ave
Visalia, California 93277
Carole Sanchez has been doing my taxes for a few years now. She is Awesome! She is knowledgeable and courteous. If I have any questions she responds very quickly. And I enjoy her texts on holidays. A+++++
She has her hands full with our account and with very short turn around time due to we provide everything the End of March Yet she does an excellent job in meeting the deadlines Very professional and helps us answer any questions during the year We appreciate the excellent customer service
Carol is awesome she is so good to us helps us out every with ours taxes would not go no where else
She is very professional, organized, hardworking and very knowledgeable. She works with you every step of the way. I would recommend my family and friends to Carol Sanchez with Central Valley Tax Services. Great person with an amazing personality.
Carole has been my go-to tax preparation specialist for a number of years now. This past year I received a letter from the State of California claiming that I owed more taxes for 2022. I contacted Carole and she handled the whole situation demonstrating to the Franchise Tax Board that I had indeed paid all that was due and the issue was dropped. I have no reservations in recommending Carole at Central Valley Tax Services.
No one better doing Tax Returns. Fast and efficient with focus on details. Carole is always available to help with any questions you may have
I have had my taxes done several times and Carole Sanchez has done an excellent job. She is organized and answered any questions I had quickly. My taxes were completed and filed quickly and I always recommend her as a tax preparer.
This was our first year with Carole and we are so impressed with her entire process. The document submission portal is extremely user-friendly and ensures you turn in all necessary forms & receipts. Carole kept us informed throughout; she quickly and completely answered any questions we had. We were amazed by the speedy turnaround time for our returns. This is the first time in 30 years of needing to file taxes that I'm actually looking forward to completing this process again next year!
Central Valley Tax Services has been doing my taxes for the past 13+ years. I've recommended Carole?s services to multiple people. I'm 100% satisfied with the professionalism and attention to details I receive. I've always had an excellent experience and Carole is very thorough in her review of my tax information. I will continue to recommend Central Valley Tax Services to anyone seeking a competent tax preparer.
Carole is a God-send. I was behind in my taxes and very worried that I wouldn't be able to pay them, so I kept putting off actually filing. She came highly recommended and walked me through the process. I had to pay much less Federal than I had anticipated and State returns softened the blow. Carole was very patient and easy to talk to and got it all done in record time. I will be filing my taxes with her from now on.
Carole has been so helpful in the process when my prior tax preparer wasn't. She asks all the right questions and makes me feel as ease when doing my taxes. In person or online, she is quick! So happy I found her through a co-worker
I had years of taxes to catch up on and Carol with Central Valley Tax Services was a GREAT Help to bring them up to date!! I highly recommend her to all my Friends and family!! Thank you Carol for all your help!! Bill
Central Valley Tax Service has done my Mom?s taxes since 2001. They are always friendly, thorough and friendly. I highly recommend this company.
Carole has been our tax professional for over 4 years. Given our diversity of income sources, Carole has been able to sort out our tax situation very efficiently and professionally. I can recommend her services without hesitation.
I love the program Carol uses for taxes. She was patient and sent gentle reminders to get my things to her. I do wish we would have had a phone conversation at the end to explain everything and then get a full copy of the forms she filed. I need to find out how to access them and go through to see what expenses she put where.
Absolutely the best tax services around. Very professional and quick. I had Reba do my taxes and she answered all of my questions and informed me of a bunch of tax things that have changed this year. Would highly recommend and she has made a new life long client here.
Carole is very knowledgeable and professional. She has done a good and timely job on my taxes for many years. I highly recommend her.
My wife and I retained Carole to help us with our taxes when we lived in Visalia. Even after we moved to Orange County, we kept coming back to her. There are a lot of tax professionals in Orange County, but we just couldn't find anyone who was as knowledgeable, thorough, and personable as Carole. This year, Carole went above and beyond. My student loan company unexpectedly advanced the deadline for my loan recertification. I needed my return filed ASAP. Not only that, but my return would be more complex be
Amazingly easy, quick, and trustworthy! Carole keeps me informed and helps me with anything I have questions with! I have done my taxes through her for a few years now and will continue to!
They have been doing my taxes for a long time and even if I already moved from Tulare County to LA County, I have stayed and retained their services. Carole is not just efficient and a real pro but she's always available even if it's not tax season and is always helpful in answering even non related tax issues.
VERY knowledgeable, professional, and fast! Carole, whom we dealt with, was amazing! We were under the gun getting our taxes filed & she did an amazing & thorough job! We'll be back! Thank you Carole!????
Carole is THE BEST she is always so patient and helpful! I was referred to her by family and now I've referred her to friend and we all have had nothing but amazing experiences through the years
Carole is professional, efficient, knowledgeable, and very personable. Explains everything thoroughly and clearly. I would definitely recommend anyone to see Carole at Central Valley Tax Services.
Always happy to do business with Carole
We've been with Carole for a while now and she is the most knowledgeable, thorough, easy to work with tax preparer we've ever had.
My husband and I were so nervous filing jointly for the first time for 2021 and I cannot explain how easy Carole Sanchez with Central Valley tax services made it for us. And all from home! Can't thank you enough!
Carol is very detailed and always has answers. She responds quickly to any request. Carol is the best of the best.
CVTS has been our go to person for over 10yrs. They have made it easier to use there services. They are quick to respond to inquiries throughout the year, and most importantly see you and treat you as a person.
Great place to go! Carole is friendly and very knowledgeable. If you want to feel that someone has your back, this is the place to go!!!
Solid, attentive and hardworking to get things done. I have been very happy with Central Valley Tax Services and wouldn't hesitate to recommend!
Also helpful to people that aren't tech savvy to get your taxes completed. Responds promptly with answers to your questions. Does the research for your tax questions. Would use this secure portal again.
Professional, very personable, accurate, and incredibly hardworking. We've been going to her for about 14 years now, and I can't imagine working with anyone else.
Carol is so down to earth she feels like a family member understanding and kind and gets very hard to help you!!
Central Valley Tax Services is the best that I have worked with. Fast, reliable, and consistent.
Always responds quickly to any questions. Gives great advice and works hard to get you the largest possible refund. Works with integrity and knowledge.
Super nice, first time filing taxes myself and they made the process so easy. Will be coming back again next year!
Excellent customer service. Very professional atmosphere. Carole is wonderful to work with!
She was fantastic! Very professional and knows her stuff! Would highly recommend. ??
Carole was great to work with! Taxes have never been this easy!
She was very thorough and helpful during my tax appointments.
Have been using their services for a couple years so far & we are very satisfied! We highly recommend them ????
Service is excellent. Very knowledgeable and detail oriented. Highly recommend to family and friends.
She is very throe and knows taxes!! I have a daycare and she handles my unorganized paperwork very well.
Recommend this service for your taxes always a great job friendly and reliable
Very knowledgeable and helpful. Takes the stress out of tax season especially for those of us that are self-employed.
Awesome job the last two years! I received a refund when I thought I would have to pay.
Very professional and thorough at every moment. Very pleased
Reliable and quick to respond to any questions you may have.
Very good service and fair to us an honest to the job
Five star service. Very knowledgeable and professional.
Thank you. You are the best. See you next year
Excellent service.Highly recommended.
Answers questions in a timely manner, and always available!!
Carol has been doing our taxes for several years and we love the way she does it. She is very knowledgeable, professional, and she always responds to our questions. She cares about her clients. We totally recommend her services!
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.