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Colleen's Services

Colleen's Services

Reviews Summary

Overall, reviews highlight excellent service, knowledge, and professionalism, particularly for tax preparation and legal services. Many praise the friendly, helpful staff and reasonable prices. Positive mentions include thorough, efficient work and a welcoming atmosphere with extra touches like office pets. However, some criticize poor communication, missed appointments, and delays in document handling. The bilingual service limitation is noted for Spanish speakers. Most reviewers highly recommend the services despite a few negative experiences.

About This Listing

Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

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
Financial Statements
Payroll
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

202 N L St

Tulare, California 93274

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

?Within I ???? is the store within Colleen?s Services. It serves a variety of beliefs and religions. no matter what God you pray to, you will find something in that store to help on your journey. They sell crystals, candles, rosaries, figurines of saints and deities, books, incense, you name it. If you need help in a specific area in your life, Colleen can help you with a spiritual routine or prayer. I've confided in her throughout the years and her advice and the products I've purchased from her have enric

Colleen Services and within I are amazing places to go too. Very respectful and welcoming as well as knowledgeable. Colleen and Bonnie are great people! Bonnie does good taxes and Colleen is good at everything she does. Her store within I has something for everyone! Beautiful and good prices Thank you all for your hard work

What can I say, Colleen and her staff have been phenomenal. I feel so fortunate and grateful to have been put in contact with Colleen for legal and personal services. Her services are beyond five stars for me. Honest, reliable, very knowledgeable and most of all, caring. I'm thankful for all she has done to help take a majority of the stress that comes with legal matters and made it less stressful, easy and smooth. Her prices are unbeatable as well for top notch service.

I recommend Bonnie at Collen's Services for their tax preparation! She is thorough, kind, efficient and reasonably priced. I have been going to her for multiple years and highly recommend her!

Colleen's Services offer a range of services with affordable prices! They are in a great downtown location and are very much so up to date. Their employees are very helpful and knowledgeable. The owners are the nicest people you could ever meet, they are willing to help with almost any job you could through at them. Having a bad day or dreading your tax appointment? They have two of the cutest little dogs in the office that will turn your frown into a smile in a split second! I would give 100 stars if possi

Bonnie is the best!!! The employees are really great too.

I had amazing service from Colleen?s Services. They were attentive and informative on the paperwork I needed to have completed. I was greeted with a smile and left with a smile myself. I highly recommend them for your tax needs even though I'm sure they rock at all the other things they do!

Notary service was exceptional. I went to three other people prior to finding Colleen's, and none of them had any clue what to do with an affidavit attached to a warranty deed. Also very nice to my toddler.

If I could give a hundred stars I would. I worked with Bonnie and she went above and beyond. Another bonus was that Coleen's Services didn't try to gouge me. I highly recommend them. Thanks Bonnie! Ema Koppelman Los Angeles

Bonnie is so friendly and helps us every year with our taxes. 10/10 service

Most knowledgeable and professional in all there services that they offer. As a small business owner I am can always count them to handle everything from taxes to legal documents. I highly recommend there office for any personal to business matters you may have

Bonnie and Colleen are both very knowledgeable and make sure your paperwork is done correctly. Highly recommend ??

Horrible service, made an appointment and went in and they werent there so called when they were back and said i had scheduled for a different time and told me to make another appt and ive been waiting for 3 weeks to go in dont waste your time waiting for this place.

Terrible service from Bonnie! I have to keep calling or else they will never return a call nor send me copies of the work that has been done as I have requested.

Bonnie and Colleen offer many great services with excellent customer service and are very helpful with questions

Didn't serve or return my documents by when they said

(Translated by Google) They are very friendly, but they don't have bilingual staff. I recommend seeking bilingual help if Spanish is your first language, so you can get the most efficient assistance. (Original) Muy amables pero no tienen personal biling?e, recomiendo busquen ayuda biling?e si su primer idioma es espa?ol para una ayuda mas eficiente.

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.

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