*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.*
28465 Old Town Front St # 204
Temecula, California 92590
We've been working with Kevin since our days in Temecula, back when my husband and I both had corporate jobs and relatively straightforward taxes. Even then, he made everything feel effortless and stress-free. Fast forward to now after moving to Colorado and starting a business, our tax situation has gotten much more complex, but there was no way we were letting Kevin go! Kevin continues to handle everything with ease, making us feel supported every step of the way. He is incredibly kind, patient, and alwa
I've been coming to Kevin at Express Tax for 10 years now. He helped me through my mess when I had to do my taxes alone for the first time after my divorce. He was very kind and knowledgeable and made me feel at ease. He is quick and reasonably priced and I'm very lucky to have found him.
At Express Tax, Inc. I received individualized attention and I was treated extremely well. Kevin has a pleasant and friendly dispostion. My taxes require someone who understands military pay and the benefits associated with being a college student. Tax laws change constantly, yet Kevin is very knowledgeable and helpful as he keeps up to date with existing federal and state tax laws. I enjoy going to his office in Old Town Temecula, which has a relaxing and comfortable setting. I appreciate that Kevin supp
I've been bringing my taxes to Kevin for several years now. With a landscaping business, teaching expenses for my wife, and all the other expenses of owning a home and raising a family, Kevin keeps it all in order. The expense for having a dependable and competent tax professional is never a burden for me...worth every dollar. Always enjoyed working with Kevin, and could never think of going anywhere else.
I am very pleased with the service I received at Express Tax, Inc. For years I had H&R Block prepare my taxes but because pricing was getting really high I resorted to preparing them myself, until I got stuck on some of the questions. A friend referred me to Kevin at Express Tax Inc. Pricing is extremely reasonable and Kevin is very knowledgeable. I am very happy with the outcome and my refund!
We were referred to EXPRESS TAX, INC. by word of mouth. Finding the location on GOOGLE maps was a breeze. Upon our arrival to Old Town Front Street in Temecula, we encountered an ambience of rich history with a tolerance for millennial ways. Thankfully, parking was not an issue either. More on over, as we entered the office building we were greeted by a friendly gentlemen who turned out to be our E.A. tax preparer. His name was Kevin Cicchillo and he was awsome! He attended us right away, answered all our q
Kevin is thorough and trustworthy. I am extremely happy I chose him for our taxes this year. His fee was very reasonable as well.
Our experience at EXPRESS TAX, INC. went extremely well! The location was convenient, easy to find, and had plenty of parking space. Kevin was professional, knowledgeable, and meticulous. Great pricing and would definitely recommend!!!
Great experience with Kevin tax return service, He is very professional and kind person. Highly recommend anyone who need tax return service.
Very knowledgeable, friendly, professional and thorough. Good experience and I am very happy with my tax return this year.
High quality service. Kevin does his job diligently and precisely.
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.