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CGC Accountants & Advisors

CGC Accountants & Advisors

Reviews Summary

The reviews overwhelmingly praise the firm for its exceptional service, professionalism, and expertise, particularly in tax and accounting matters. Many highlight prompt, knowledgeable, and courteous assistance, with specific appreciation for handling complex business needs. Clients consistently recommend the team for their trustworthiness and proactive approach. A single negative review cites poor communication and unmet expectations, but this is an outlier among the glowing feedback. The firm is widely regarded as reliable, skilled, and highly recommended for both personal and business accounting needs.

About This Listing

Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Virtual CFO
Outsourced Accounting
Small Businesses

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

Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Virtual CFO
Outsourced Accounting
Small Businesses

Contact Information

Address

73733 Fred Waring Dr Ste 105

Palm Desert, California 92260

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Jason Schneider is one of the best CPA's here in the Coachella Valley. He takes pride in the work he does for his clients and continues to provide them with top notch service. Why?? Because he cares. If you are looking for an honest and hard working CPA, Jason is the best choice. Thank you Jason for always providing amazing service to our small business owners here in the Valley.

My husband and I operate a real estate business with many different layers which can make bookkeeping and accounting a nightmare if not done correctly or not done correctly by the right person. We fell behind filing our tax returns. We needed to find a new CPA with the right experience and professionalism to handle our situation. Jason Schneider came highly recommended and he did a phenomenal job. He stayed in contact with us throughout the process and made what could have been a painful process feel comfor

As a bookkeeper who does not prepare taxes, I have sent several clients to Kelli for tax assistance. They have received excellent advice as well as prompt and courteous service. I would recommend anyone looking for tax help to reach out to Kelli and her team.

Kelli and her staff are incredible. They are very professional and proactive. If you have a business in the Coachilla Valley and looking for a top notch local CPA Firm you need to look no further.

Matt is the best accountant I've ever worked with. I work with him on both personal and business tax matters and he's been fantastic. I needed someone who could handle the details for me, see the big picture, make recommendations, and presents simple and simply explained options to choose from. Matthew Gonda excels on all fronts.

Incompetence and unprofessionalism are taken to a new level. Despite having an appointment in early February to prepare my taxes, they had to file an extension. Even though they had not completed my taxes, they sent me a bill and charged late fees although my taxes had yet to be filed. I called several times and sent several messages, none of which I received a response. When I made an appointment, they did not honor the time and when I finally reached a human, I was not connected to my CPA but with an

I have used CGC Accunting for many years and have had very good success. Tamy Galindo handles my account personally and she is very good. She is especially good with Quick Books. She has bailed me out of many sticky situations. I would definitely recommend CGC to all types of businesses.

CGC Accountants & Advisors are the only people who understand me and the unique issues that come up in my business. They are trusted and adored. I know they can help anyone.

Kelli Cox is smart and effective in the work management. She has incredible instincts. I trust this firm implicitly.

CGC looks out for the whole company and the future of that company. Very professional & Passionate team. I would highly recommend CGC to everyone!

You can't get a better, smarter and more personable CPA than Matt Gonda. Simply the best !

Everyone is so wonderful and knowledgeable. Any time I have any questions or concerns, they respond very quickly and satisfactory. I highly recommend them.

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.