*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.*
41951 Remington Ave STE 210
Temecula, California 92590
Nicole has been helping me with my taxes since 2019. I learned about her through Dave Ramsey's recommendations, and I value that Nicole's approach aligns with my financial goals. I transitions from working for Medial Group to solo practice in 2021 and Nicole's help and education provided were very valuable with setting up my S-corp, learning the business owner's path. During a year , especially at the beginning, I would contact her with questions , and dhe would reply , provide me additional resources to
I had an excellent experience with Elite Tax Partners, for my tax preparation. Their team was knowledgeable, responsive, and professional . They took the time to answer all my questions and ensure I maximized my deductions. I felt confident that my taxes were handled accurately and efficiently. Highly recommend their services for anyone looking to make the tax season stress free.
At least 10 years, if not more, Nicole and the entire team continue to provide beyond exceptional service. Thank you for all you do for me and my family year after year. If you're looking and researching your next tax partner, do not hesitate to hire this group. You won't be disappointed.
I had been happy with my previous tax preparer, however, there was never a quarterly or annual strategy session. I was referred to Elite and immediately reached out to them. Nicole and Kelly were professional, direct, and confident that the service they provided would help me to be more targeted for maximizing my business tax strategies. They immediately provided value with a few referrals for other options to assist in my hiring needs. Additionally they have allowed our Virtual CFO to attend critical meet
So happy to find a great tax company. Have used a few different companies over the years but Elite Tax Partners were amazing and so helpful. Thank you for being Awesome!
I have been a client of Nicole Albrecht of Elite Tax Partners for the past few years. She has assembled a friendly, knowledgeable team of professionals that provide timely customer service. Nicole herself keeps up to date on the constant changes in tax laws, which is important when working with the various government tax organizations. She is able to distill the information into something her clients can easily understand. Nicole has provided my business and family with sound tax planning and advice. I tr
I have had a great experience with Elite Tax Partners. Nicole and team are detailed and provide me so much great information regarding my taxes and other general accounting topics relevant to my business and my personal finances.
The team at Elite Tax Partners continuously work hard to make sure we're well taken care of come tax season. We work specifically with Nicole and she's been outstanding. Thank you
We have been working with Nicole Albrecht, for both our business and personal finances, for about 15 years and have nothing but praise for her knowledge, experience and guidance. When Nicole established her Accounting firm she surrounded herself with excellent team members who are professional and well informed. If you are a new client please know you are in good hands with all your tax concerns and financial questions / investments.
I have been working with Nicole for over 15 years. She is Honest, Knowledgeable, and overall just a Good Human! Nicole and her whole team are great. We work with Matt on our investments and he is also very knowledgeable and a pleasure to work with. He has navigated our investing through covid and this crazy market with ease. It is so nice to have all facets of business with one company: Tax Planning, Investing, Payroll, Bookkeeping. As our business and family grows it helps so much to know we have good pe
Elite Tax Partners is the best! Nicole and her team aren't just tax preparers. They build a relationship with you, get to know your business and then strategize the best way to move forward. Highly recommend!!
There are two services in life you never change providers, and that is your tax preparer and your barber. Unfortunately, my previous tax lady retired and I had to find a new tax partner. After asking 3 of the local businesses who they used and all coming up with Nicole's team, I was sold. Let's just say the team at Elite Tax definitely works as a team. All emails are replied to super quick and correspondence is all organized. The portal makes uploading documents super snappy. This is my second year using E
Strategic CPA at it's best and Profits First certified! I have gone through 2 other CPAs and Nicole was the first to sit down and provide a strategy for our organization. Tax season is always a stressful time as an entrepreneur but I have to confess I was actually looking forward to my meeting. Most importantly Elite Tax Partners stayed in communication to ensure that I had all my documents uploaded so I could maximize my time with Nicole. Highly recommend her and her team!
Nothing but praise for this talented group of individuals. Switched to Nicole and her team 4 years ago and continue to be amazed with their level of service. They process our personal and business returns with an eye to detail, never missing a thing and always providing suggestions for best use of tax planning strategies. Equally important, when an issue arises they are masterful in communication and ability to resolve matters. Some unscrupulous troll filed a fake tax return using my SS#. Sorting it out w
Tax Elite are very response, easy to work with and informative! I'll be using them a second time this year for my taxes!
Nicole and the whole team at Elite are the best. Unlike other offices that just do your taxes and see you next year. Elite understands my business and strategies with me on my needs and finds ways to save money. The professionalism and thoroughness is fife star. Thank you elite.
Update: I was excited to learn they offer the vital service of a tax planning and strategy session. My session with Kelly MacArthur was eye opening as well as relieving. We bridged areas that are going to directly increase my business cash flow and open up even more opportunities for me to grow my income streams while keeping my tax responsibilities in check. I highly recommend looking into this service and taking the time to analyze your own financial situation or plan to ensure that all elements are
Great team of professionals at Elite Tax Partners. Nicole has done our taxes for what seems like a decade now. She always does an amazing job and communicates constantly throughout the process. Thank you
The team at Elite Tax are always a pleasure to work with. They are thorough, responsive, and do not hesitate to help their clients. If you're looking for professional, this is definitely the way to go.
I can not say thank you enough to Kelly and the Elite team. I was truly scared to do my return this year. Opening two business, a equity event, personal, and a 1099.. I went in overwhelmed and left with much confidence they would take great care of me. We met several times and they over exceeded my expectations on the returns. Highly recommend!!!! Do not look anywhere else.
I have been utilizing the services at Elite Tax Partners for both business and personal for over a decade. Nicole Albrecht and her team always handle everything I need professionalism and care.
I have worked with the team at Elite Tax Partners since incorporating my businesses in 2004. In that time, through their guidance and education, I've been able to set up and run my businesses efficiently and strategically with a focus on everything from tax saving strategies, 401K distributions, real property investments, payroll considerations and 3, 5 and 10 year plans. I also take advantage of quarterly tax planning meetings with the team to ensure we are on track for our goals. This is a company that
Nicole and her team are super amazing! They are the sweetest, you can tell they really care and are genuine with the relationship they make with you. If I could give more than 5 stars I would :) Highly recommend!!
Elite Tax Partners are the most professional company I've worked with when it comes to taxes on both individual and corporate needs. Kelly is responsive, professional and knows her stuff, I can't recommend them enough. 5 STARS ALL AROUND!
Elite Tax Partners has been a tremendous asset to my company. They are always available to answer questions I may have and always go above and beyond to service my needs!
I am so very pleased with my new relationship with Elite. They have really impressed me with their service and personal. Tax preparation is something that has always been a struggle for me and my company's. I can finally rest that I am in good hands and focus on what I do best. Thank you Elite.
If you are looking for good customer service and knowledgeable tax people for business laws go to Elite Tax Partners. Have been working with Nicole for over 6 years now.
Nicole and the team are phenomenal! She breaks everything down so that it's so easy to understand. She's always available and they respond so quickly to every question that we have! We will never use another CPA again!
Nicole and her team at Elite Tax Pros are 2nd to none. Love their attention to detail and their Elite customer service!
Not only is Nicole the best tax preparer ever, but I use her business model as an example to follow. My profits continue to grow each year due to Nicole's influence, example, motivation and inspiration.
Nicole is amazing. She is very professional and efficient. It is a pleasure working with her.
Did my taxes and I was so happy. Great staff
Kelly is truly the most professional person to work with. She is knowledgeable and patient. Thank you so much for your services.
Amazing service! Professional, always there to help and answer questions. I would totally recommend Elite Tax Services.
Fantastic timely, thorough, professional , and personable tax services. I am so fortunate to have found this group. I give them my highest recommendation.
Nicole is amazing. She is so smart and so on top of everything!
Nicole works wonders for my personal and small business.
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.