*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.*
83792 Avenue 45 Suite 1A
Indio, California 92201
I been going to D.D Bookkeeping & Notary Services about 7 years they been always so friendly and helpful and they explain everything about my tax needs and always feel confident and informed after meeting with them the professionalism and attention to detail are outstanding. Thank you! ??
Highly recommend D.D. Booking & Notary Services for your tax services! Diana has the experience and has great knowledge as to what she does! Have a question or concern about your taxes ask Diana she will guide you through it all. Thanks Diana!
Diana is great and she helped me with my taxes and has been not only helpful explaining to me, someone who is doing taxes alone for the first time, get around understanding the process. As well as some mishaps the IRS made. Awesome individual!
Diana is always our tax lady. She is a very helpful/informative when it comes to filing our income taxes. She is quick to asses everything in our forms and we entrust that we are in good hands.
Diana is ABSOULUTLY AMAZING! She helped me fix my taxes from 2 years back. She was very curtious and knew how to help fix the issues, while explaning the process.
If you don't know where to start, i recommend you look here! Diana and Eddie are super helpful , kind and responsive when it comes to getting information. They have helped me tremendously.
Highly recommend Diana. She does an amazing job. I will continue to keep going to her every year!!!
Diana is very professional and polite. Helps us with a lot of other things besides taxes. Lots of knowledge on her job.
Great Service.. Diana is a total professional and has always delivered. Would recommend to anyone needing tax, notary etc. services.
Diana is so professional and knowledgeable. She did a great job and answered all of my questions
Best tax person and accounting very satisfied customer with all the services they do Thanks to Eddie and Diana
Awesome service, very reliable, friendly staff. Highly recommended. ??
I've been coming to complete my taxes with Diana for 3 years now. She always greets you with a smile. She is friendly and professional. I recommend her services!
I have been doing my taxes with diana for the past 6 years.Shes an amazing person.
Another year of taxes done thanks to Diana. Thanks Diana for always being so efficient and thorough!
Awesome service. Treats you very politely and is a very great person
I've been coming to Diana for tax services since 2016. She has always been polite, friendly, and a great communicator. I greatly admire her knowledge and answers all the questions you have in an efficient and professional manner. Definitely recommend her services. Thank you Diana!
Always really good. We are happy with her service.
Very profesional good price and good costumer service
I recently had the pleasure of having Diana assist me with my taxes, and I couldn't be more pleased with the service provided. Her customer service was outstanding. I highly recommend her services to anyone in need of tax assistance.
Always very helpful and very friendly and explains everything you need to know
The best accounting persons thanks to Eddie and Diana my books are 100% in order.
As a small business owner it is very satisfying to know that I can count on a responsible and certified accountant to take care of my needs, from bookkeeping to our business taxes, Diana is very patient and particular in the way she handles our paperwork. There are so many little details that one doesn't think about, and having someone that is trustworthy and also willing to go that extra mile for us is a PLUS! Thank you Diana !!
Excellent customer service love her work she's the best in the valley
Excellent Service highly recommended.
Diana is great at what she does. She is patient and understanding, and really takes the time to do everything throughly. I will continue coming to her every year.
Quick service & very trustworthy! Notary exceeded my expectations. Communicated very well about the context to make sure every thing was in order. Highly recommended her services .
Had a great experience with Diana!
DD Bookeeping is amazing she helped me understand also explained the process on how things work. Very patient and supportive if you want an honest hardworking person come to her.
Fantastic work and very professional
The tax specialist does great work.
She is great and I been going to her for 4 years and it's always been a pleasure and now I have my kids going to her too ??????
Excellent service. Fast and easy process. Very professional and knowledgeable. Highly recommend their services.
Excellent service D.D. Bookkeeping & Notary Services 10 /10
My experience was wonderful! She was very professional, helpful and inexpensive.
Very nice and convenient
Awesome & professional service. Very friendly and helpful staff.
Always professional and with friendly attitude,, I highly recommend it.
Diana and Eddie are wonderful people and are great to work with.
Excellent service, No doubt in coming next yr..
Highly recommend Diana, she's the best!
Excelente service. Willing to come back
Recommend! :) service was quick and awesome.
Excellent Customer Service, very knowledgeable
The best always ! Thank you Diana??
Best income tax preparer very professional.
Very professional and trustworthy
The best in the valley for your accounting needs and taxes
the best of the best ..
(Translated by Google) Excellent place to do your taxes and they have a payroll service, we have had them since 2017, Diana and Eddie are very friendly, I really recommend them (Original) Excelente lugar para realizar tus impuestos y cuentan con servicio de n?mina, ya tenemos desde el 2017 con ellos, son muy amables Diana y Eddie, en verdad los recomiendo
(Translated by Google) I highly recommend Eddie and Diana the best service for any form filling or taxes they are the best in the valley (Original) Recomiendo mucho a Eddie y Diana el mejor servicio para cualquier llenado de forma o impuestos son los mejores del valle
(Translated by Google) Thank you very much for your help with my taxes. He knows how to do his job. He has a lot of patience with his clients. (Original) Muchas gracias por su ayuda con mis taxes. Sabe hacer su trabajo. Tiene Mucha paciencia con sus clients.
(Translated by Google) Very good service, highly recommended, thank you very much (Original) Muy buena atenci?n, super recomendada, muchas gracias
(Translated by Google) Excellent service, thank you Diana for YOUR help! (Original) Exelente servicio,.. gracias Diana por TU ayuda!.
(Translated by Google) The best place for taxes and accounting, super recommended Eddie and Dia a (Original) El mejor lugar de impuestos y contabilidad super recomendados Eddie y Dia a
(Translated by Google) Excellent and reliable service, in the preparation of your refund (Original) Excelente servicio y confiable , en la preparaci?n de tu reembolso
(Translated by Google) Excellent service and very friendly to customers (Original) Exselente servicio y muy amable con los clientes
(Translated by Google) The best in coachella valley Always helping the community thank you very much (Original) La mejor del valle de coachella Siempre ayudando a la comunidad muchas gracias
(Translated by Google) Happy to have come with Diana. She is a professional at what she does and I was able to get a very good refund. I highly recommend them. Thank you Diana. (Original) Feliz d haber venido con Diana. Es una profesional en lo que hace y pude conseguir muy buen reemboso. Se las recomiendo ampliamente. Gracias Diana.
(Translated by Google) Very good service (Original) Muy buen servicio
(Translated by Google) Very excellent, good work, everyone is very friendly. I highly recommend visiting them. (Original) Muy exelente buen trabajo todos son muy amables los recomiendo mucho visitenlos
(Translated by Google) very good job! (Original) muy buen trabajo !
(Translated by Google) I love the professional treatment and commitment you have to your work to obtain the maximum benefit, if you are looking for a professional office, the "D.D. Bookkeeping and Notary Services" office is highly recommended, satisfaction guaranteed. (Original) Me encanta el trato profesional y el compromiso que tiene con su trabajo para obtener el m?ximo beneficio, si usted est? buscando una oficina profesional, super recomendada la oficina " D.D. Bookkeeping y Notary Services, satisfacc
(Translated by Google) Wonderful people and great service to the community. We recommend them, they are very responsible (Original) Maravillosas personas y un gran servicio a la comunidad. Se los recomendamos son muy responsables
(Translated by Google) He helped me with my incone tax process and explained it to me very well. I recommend it, very good service. (Original) Me ayudo en mi tramite de incone tax y me explic? muy bien. La recomiendo muy buen servicio.
(Translated by Google) Very nice, everything serves you very well, they help you with everything, the lady is very kind, I recommend them all. (Original) Muy bonito todo te atiende muy vien te ayudan con todo muy amable la se?ora le los recomiendo todos
(Translated by Google) Excellent service (Original) Excelente servicio
(Translated by Google) The best tax preparer in the Valley. Thank you for your services, I highly recommend her. (Original) La mejor preparadora de impuestos en el Valle. Gracias por sus servicios recomiendo 100%
(Translated by Google) I like how it helps me with my taxes. Excellent service ?? (Original) Me gusta Como me ayuda en mis impuestos. Excellent service ??
(Translated by Google) Highly highly recommended, work very well done and very friendly (Original) Muy muy recomendado el trabajo muy bien echo y muy amables
(Translated by Google) Thank you for your excellent service, recommendation to everyone (Original) Gracias por su servicio excelente recomendaci?n para todos
(Translated by Google) Very friendly when we get our taxis and they answer all the questions we ask. (Original) Muy amables cuando asemos nuestros taxis y nos contestan todas las preguntas que asemos
(Translated by Google) Easy and fast, Diana the best super recommended!!!! (Original) F?cil y r?pido, Diana la mejor s?per recomendada!!!!
(Translated by Google) I recommend them, they are great, very professional. (Original) Se las recomiendo es buenisima muy profesional
(Translated by Google) Excellent (Original) Excelente
(Translated by Google) 100% recommended and very friendly (Original) 100% recomendada y muy amable
(Translated by Google) Very good and fast service (Original) Muy buen servicio y rapido
(Translated by Google) Very good service thank you (Original) Muy buen servicio gracias
(Translated by Google) The best service Thank you for helping me (Original) El mejor servicio Gracias por ayudarme
(Translated by Google) It's the best experience (Original) Es la mejor experiencia
(Translated by Google) The best?? (Original) La mejor??
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.