*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.*
8050 N Palm Ave Suite 300
Fresno, California 93711
Buried in paperwork from my small business, they showed genuine concern for my financial future. They even coached me on better record-keeping habits. Highly recommended for anyone facing tax headaches.
They took time to understand my unique tax situation and came up with a clear solution.
I had an amazing experience! The service was top-notch, and the staff went above and beyond to make sure everything was perfect. The attention to detail and professionalism made me feel confident I was in good hands. I highly recommend this business to anyone looking for quality and exceptional customer care. I will definitely be returning!
I'm extremely impressed with the great service I received! The staff was professional, friendly, and went above and beyond to ensure everything went smoothly. Highly recommend and will definitely be back!
Absolutely outstanding service! The staff was attentive and friendly, making my experience unforgettable. Every detail was taken care of, and I felt valued as a customer. Highly recommend!
Im happy to have found such expertise in this field. The prices was affordable and worth it too.
Defense Tax Partners provides outstanding service through their skilled tax relief attorneys, particularly in IRS tax settlements. Their free consultation is a great way to start, offering valuable insights without any obligation. Their expertise and dedication make them a top choice for anyone needing professional help with tax issues.
A pleasant company. Im happy they are close to me too.
Took my good friend to get help from this company since they gave me amazing help last time I visited. He was super grateful and I am too.
Super helpful and wonderful staff. Would definitely recommend and refer them to friends and family.
Called in to see about their free consultation on my issue owing the IRS not only did they help me but also worked with my budget to get my debt and tax situation resolved I ended up not having to pay nothing at all to the IRS really looked out for me
They were very professional, easy to work with, and efficient. If you're struggling with taxes I highly recommend checking them out!
Thank you so much for all the help your team gave me .. awesome customer service and wonderful staff
Checked several other places this the only attorneys that actual gave free consultation besides that I actually went through with there services worked with my budget and took care and actually cleared me from owing any tax money at all left me stress free
They are really professionals in handling your tax problems, I'm glad to have went here it was very efficient from beginning to end.
Professional staff, easy to work with and very polite. It was a very good experience for me.
Very professional and friendly people . Great customer service :)
Great team of individuals, glad I took the visit to this location. Definitely recommend.
I am really grateful for this company for the smooth and fast excellent service , they are very accommodating and best company choice.
Wont regret coming here , Great Service and very helpful people ??
I highly recommend Defense Tax partners for all your tax needs. Great customer service.
It's the best option for you if you're looking for help with your taxes, they have the best services and client attention.
I'm grateful for Defense Tax Partners' professionalism in handling my crazy tax issues. Chris was calm and showed me how to fix my issues and my life is all better!
Loved the customer service in this place. The most helpful staff in a while.
If you need tax help, go to Defense Tax Partners. Their excellent work speaks for itself, Vanessa and jennifer were so great to work with.
I had many questions about an issue I was having and I got all of them answered. Very grateful.
very good service. would reccomend.
More than happy with the customer service this staff gave me.
Great service, will highly recommend
Had a pleasant experience at Defense Tax, the team made my day with their help.
Defense team was awesome no complaints here definifely recommend
A great company to work with. Very helpful .
Highly impressed with the. Service provided
Nothing but the best, high quality service and individuals
What a nice! Definitely the best there is!
Everything was fine, thank you.
Can't complain about how excellent the team was
If need help with taxes his a good one.
Nothing but the best, high quality service and individuals.
Defense Tax is the best
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.