*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.*
73-350 El Paseo 204 B
Palm Desert, California 92260
I made a fingerprinting appointment here and it was great! Viviana was very friendly and efficient! It was quick and easy! ??
We had to get our FBI background checks today. I can honestly say this has been the easiest, most pleasant customer service experience I have had in a LONG time. I wish I could remember my finger printers name but she was lovely and helpful.
I can't believe how terrible my experience was at this business! Just a few days ago I went there and made a deal with the owner after talking with him for a while. But when I called back two days later some jealous secretary answered the phone and asked for all my personal information which was absolutely ridiculous. She refused to put me through to the owner and said they would call me back but of course they never did I am so angry and disappointed. by this terrible customer service I strongly advise eve
Like always, Ethel is a pleasure to work with. She is very knowledgeable and informative about all tax laws and credits. She was able to help us with this crazy 2020 tax season and got us our maximum refund. Thank you,?? we really appreciate what you do!
Liliana helped my spouse and I file our tax returns. I greatly appreciate her HONESTY, guidance and information she provided. I will follow her where everywhere she goes! Thank you EV services for hiring honest, and diligent personnel.
Highly recommend this place. Ethel is amazing she will do anything within her will to maximize and help with any situation. Ethel goes above and beyond. Extremely satisfied with all services rendered.
Very professional , customer service was exceptional. Communication was great highly recommend there services. Fast and proficient. Best in the area hands down!
A super professional work environment, was really helpful and he was thoughtful about my situation; I am definitely coming back to EV Services for the rest of my lawyer needs!
great service, they explained me everything very proffesionally, coached me through my process, all those bad reviews are from haters who are friends with competition, it's so sad, but honestly those "competitors" couldn't helped me, wanted money up front and Mr. Victor did an amazing job, do not pay attention to paid reviewers... it's a shame, I am now a US legal permanent resident thanks to his proffessionalism!
This business is nothing but a SCAM!! SCAM to our society and to our neighbors all they do is invest their time in Stealing other peoples money..Hard working people. Please don't be fooled by their logos they are in a court process and eventually they will end up like Sara Salcido, In Jail! Plus they're service is terrible.#elvalledesperto#ahoraletocaalpueblo
Was in and out very quickly, they gave me advice and were very kind would highly recommend. Definitely coming back!
This office is never open they never answer the phone is always new staff. I really like the lady lily she was always available but now she's no l nger there and the other people not to friendly....
Lily and Ethel are so amazing, very professional and attentive, and too helpful as well, I really recommend this place!
I've been a client for 4 years. Ethel and Victor are great and extremely helpful.
Been going here for about 5 years now and they do a fantastic job!
There very honest people, been coming here for 15 years..highly recommend ??
Bad service, never finished what they start in the first place! Don't even bother to go here if you don't want to end upset.
They are friendly but I still haven't had my response back or if they actually did help me ??????
I highly recommend this place they have an excellent service and are very friendly.
Best place for your wedding! Ethel is very reliable!
Victor and Ethel Virue?a the best in the Desert, highly recommended to you
Excellent customer service all around!
Good experience and good service and very friendly
Grate customer services, always helpful.
The service is inadequate and poor at best
Very unhelpful and to prickly
(Translated by Google) Viviana helped me a lot with my immigration procedures, very attentive, fast and helpful if I had a question, she is always there to respond as quickly as possible, excellent service, I recommend it 100 percent. Yolanda was also very helpful and always attentive to help me with any document or question for my immigration procedure. (Original) Viviana me ayud? mucho con mis tr?mites de migraci?n muy atenta r?pida y servicial si ten?a una duda siempre est? para responder lo m?s r?pido
(Translated by Google) Viviana and Yolanda helped me a lot with my immigration procedures, very friendly, respectful, fast and attentive, helping me with all my doubts and my immigration procedures. (Original) Viviana y Yolanda me ayudaron mucho con mis tr?mites de migraci?n muy amable respetuosas r?pidas y atentas ayud?ndome en todas mis dudas y mis tr?mites de migraci?n.
(Translated by Google) Viviana helped me with my mother's request, very efficient, friendly, excellent service (Original) viviana me ayud? con la petici?n de mi mam? muy eficiente , amable excelente servicio
(Translated by Google) I am happy to have found a person as professional and dedicated as Ethel. From the beginning she gave me a lot of confidence, she is very dedicated to her work, and always has the answer to any doubt or question you have, thank you Ethel God continue to bless you so that you continue helping so many families... (Original) Estoy feliz de aver encontrado a una persona tan profesional y dedicada como Ethel desde el principio me dio mucha confianza, es muy dedicada a su trabajo,y siempre
(Translated by Google) The best service, super grateful for all your incredible help to our family. We appreciate you as an excellent human being. (Original) El mejor servicio, super agradecidos por toda su increible ayudas a nuestra familia les apreciamos como un excelente ser humano.
(Translated by Google) They are a bunch of scammers! They don't deserve any stars... I feel sorry for them and they talk about ethics about other people... all the while they are going to see them in jail for scammers like Sara Salcido #elvalledesperto#ahoraletocaalpueblo (Original) Son una bola de estafadores! No se Merecen ninguna Estrella...lastima me dan y hablan de etica sobre otras personas..alrato hay los van a ver en la carcel por esrafadores como la Sara Salcido #elvalledesperto#ahoraletocaalpuebl
(Translated by Google) I highly recommend this place. They do everything they can to help you..! ???? (Original) Les recomiendo este lugar muy buen servisio. Asen todo loposible para ayudarles..! ????
(Translated by Google) Customer service and respect above all (Original) Atenci?n al cliente y respeto sobre todo
(Translated by Google) Very bad schedules (Original) Muy malos horarios
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.