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Delta Bookkeeping & Tax Services

Delta Bookkeeping & Tax Services

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, professionalism, and friendliness. Customers consistently praise the knowledgeable, approachable team for making tax preparation stress-free and enjoyable. Many appreciate the personal touch, feeling treated like family. Affordable pricing and willingness to answer questions thoroughly are frequently mentioned. While most experiences are glowing, one negative review mentions refusal to share tax documents despite offering power of attorney. The business is highly recommended for taxes, accounting, and payroll services, with many loyal, returning clients.

About This Listing

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.*

Contact Information

Address

6611 Arlington Ave #106

Riverside, California 92504

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

I?ve been a loyal customer of Delta Booking since the mid-90s. The original owners, Wade Hammond and son, retired, and now Vicky and Dave have taken the business to new heights. They?re incredibly knowledgeable, friendly, and fair with their pricing. This is my go-to place for tax preparation, and I highly recommend their accounting and tax preparation services.

Outstanding service! Very knowledgeable, and provide awesome service. Highly recommend Delta bookkeeping and tax services.

Hands down the best tax experience I've had since I've been doing my taxes. Vicky is very informative and helpful and affordable. She answers whatever questions you have and does not make you feel like an idiot for doing so lol. Glad I found Vicky and David's tax business definitely coming back no doubt about it. Thank you Vicky.

I usually always do my taxes myself through turbo tax. This year I decided to go to a professional and I?m so glad I did. I called Delta Bookkeeping to see when I can get an appointment and they were able to see me the same day which was great ! They allowed me to bring my daughter and her Dad with me to my appointment and they were so nice to them both. Vicky was super nice and a very easy person to talk to. We held a conversation with eachother like we were old friends who haven?t seen eachother in years

The Delta Team was AMAZING they have an amazing team and a desire to help their customers. From the start they take care of you to make sure that you feel comfortable and that all your questions are answered. Vicky & Dave will make sure that that take care of you, and make you feel like family.

These guys are fantastic! Vicky & Dave are really genuine christian people, that enjoy helping people sift thru their questions, even complex tax questions. They listen to people that had a difficult year, tell their stories & even pray for people. This is a solid business with wholesome people. I highly recommend them. PS They also do payroll and company taxes

As a returning client, I really appreciate the fast and friendly service Delta provides. Dave and Vicky really help me out alot when filing my taxes. I'll make sure to come back next year and keep coming back. Thank You!

My mother was not particularly savvy regarding financial matters. My mom made me her first successor trustee in her trust. I needed to get a handle on my mother's finances. I had power of attorney (POA) for my mother's financial dealings. I requested from Delta Bookkeeping & Tax Services my mother's 2019 tax returns. I offered to provide a copy of the POA to Delta Bookkeeping & Tax Services. Despite my willingness to provide the POA, Vicky refused to send me my mother's 2019 tax returns. Vicky replied, "L

I highly recommend Delta Booking and Tax. This was my first experience using them and I was totally impressed and happy i choices them. Vicky was very friendly and very informative and answered all my questions.

Delta bookkeeping is professional and an absolute joy to work with. You will be blessed to have them as your tax professional. Thank you.

Simply AMAZING! This team is professional, kind, helpful, and ,best of all, Godly! Im a very happy customer & gladly recommend them 100%

Great service will definitely be back next year for my taxes.

Great people. Excellent at text preparation. Way friendly....A+

Always very professional and very friendly great place highly recommend

BEST TAX SERVICE!!! ALL SO NICE!!!THANK YOU!!

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.