*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.*
11801 Pierce St #155
Riverside, California 92505
They went above and beyond to make sure my case was handled with care and attention to detail.
These guys can definitely get the job done!! They're super great at their job, and I was so relieved when the process wasn't excruciatingly long. I honestly thought I was going to have to spend a lot of money with them too, but surprisingly, no! You can say I was very satisfied with their service. Give them a try.
Usually I don't leave reviews but I had to mention how stress free this process has been. The team at Defense Tax partners were so helpful, efficient and affordable. They were very professional and took all the stress away. I felt helped at each step and their team was responsive and prompt. I recommend them to my friends and family!
Very knowledgeable and definitely get the job done! I expected a long process and lots of money to be out but I was wrong! Very fast service and financially easy to do! Thanks Defense Tax Partners. Give them a try!
I had a very good and thorough experience here. They were efficient, helpful, and explained a lot for me in a way that I can understand. Highly recommend!
They guided me through a very scary tax situation with confidence.
I loved their hospitality and how they were all friendly. I wouldn't have been able to have get the job done on my own , definitely coming back.
Very helpful and very knowledgeable in this topic!! Will be recommending them. I felt very comfortable asking any questions as well.
Definitely recommended. I was under so much stress with how much I owed in back taxes. They really helped reduce that amount and didn't charge me an arm and leg to do it. Thank you!!
If you need help go here! Amazing, professional and knowledgeable staff. You will definitely be in good hands!
They value their efficient and knowledgeable service as well as their prompt and courteous staff who endeavor to make my queries progress quickly and painlessly.?
Very knowledgeable and very helpful bunch of employees. They really made me feel at home!
Very knowledgeable, and they break everything down in simple terms. They made it so easy and simple to get it done!
Hey y?all guys ! I highly recommend y?all to go see them they are very good peoples
Hey peoples I go see them they are Very nice & good to help the community
Amazing place of business, provided assistance with my needs! Exceptional customer service!!
Very valuable service with experienced employees who are personable as well as knowledgeable. Highly recommend
Defense Tax Partners are very helpful and professional during the whole process. I recommend them to all my family and friends.
Great place helped me out a lot definitely recommend this place!
Highly recommended to anyone with tax problem. I'm extremely satisfied with their professionalism and willingness to help. Thank you!
Absolutely a great place to go if you are struggling with the IRS, very professional folk with a smooth process to solving your problems
Y?all go see them they are nice I highly recommend y?all
Very knowledgeable and trusted experts. I would highly recommend
Highly recommend very friendly, professional and knowledgeable staff!
This tax consultant business is on point! Professional, aware of time and make sure they get every dime you deserve!
Great customer services. Great attention to detail
Loved this place. Friendly kind and genuine. 10/10.
It's a very good service to do your taxes they take they take they nice and they sweet
They knew what they were doing very professional very demure. Coming again with friends and family.
Really great place! Highly recommend!
They are very nice . This is a very good place
Very knowledgeable and helpful. Will definitely return.
This place is great! So glad I found it!
THESE PEOPLES ARE SO NICE VERY WELL OF DEALING WITH PEOPLES
Good help at a fair price
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.