*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.*
420 Railroad Ave Ste 102
Pittsburg, California 94565
I had a great experience with Will as a new entrepreneur. He was incredibly helpful, patient, and answered all my questions without any hassle. I truly appreciated that he took the time to provide a short consultation with me, making the process much less overwhelming. His expertise and clear explanations gave me the confidence to move forward.
William was very friendly and supportive. When you have someone who can explain complex tax things to you & you don't feel dumb for asking and then leave well informed!!! You have found a new friend. ?? I am VERY happy we came here and I'd recommend William to be your first choice to help you with your will/Trust or your taxes!!. Thank You SO much for your help today...
So Will has been fantastic for me the past three tax years. I very much appreciate his excellence. If you're looking for a hard working tax expert...he's your professional.
Excellent service! I was stressed and in need of strategic planning regarding utilizing and securing my assets. William is very knowledgeable and resourceful. He was on point in addressing my concerns and needs. I appreciate his offer for ongoing planning until my goals are accomplished. I feel I'm in good hands and grateful not to be alone during this complex process!
I'm currently working with William as my financial advisor, and I'm so glad I made that decision! From our very first consultation, I felt excited about paying off my debt, rebuilding my credit, and budgeting for the future. William is helping me build both my financial literacy and confidence, and I'm eager to start purchasing assets soon. He's incredibly professional and knowledgeable about the financial industry. If you're a young professional looking for budgeting assistance, wealth management, or gener
This company has been unreliable, disrespectful, and uncommunicative. This is the worst customer service I have ever dealt with. I have asked to speak to a supervisor multiple times and have been told I cannot speak to one. I have left countless messages and continue to get no response. No one has been willing to help me. This company has taken my money and I now believe this company is fraudulent. I have tried to set up an appointment to speak to someone and they give me the run around saying I need to lea
Will made my business and personal taxes stress-free and painless. I highly recommend him for his professionalism and expertise. I will be coming back next year.
Always very professional and very helpful. For dealing with confusing to me trust tax laws, he helps cut thru all the BS surrounding them and helps you understand them in very plain language.
Excellent- Will is thorough and knowledgeable- He leaves no stone unturned. I recommend his services highly
Mr. Warren was a pleasure to work with this tax season. I found him/his services as the result of all his 5 star reviews which praised him for his wisdom, professionalism and investment in his clients and their financial well-being. It was easy to book an appointment and to seamlessly/securely upload my tax documents, while at the same time easy to communicate with Mr. Warren about my tax-related questions along the way. His prices were fair and his customer service and speediness in preparation were top
I had the pleasure of working with Mr. Warren for my first tax filing experience, and it couldn't have been smoother. The app used by the firm is incredibly user-friendly, making the process a breeze. Mr. Warren's expertise and friendly demeanor made asking questions a joy, and he answered them all with pride and a smile. If you're looking for top-notch tax services in a welcoming environment, look no further. COME HERE! Wishing Mr. Warren a fantastic year ahead, and I'll definitely be returning next year!
The File & Trust Tax Service team quickly helped with my taxes. William makes tax preparation easy! It was my first year tackling business taxes and I was nervous. He provided excellent professional service and shared insights. I'm so happy I made the call!
A HUGE help! We were overwhelmed as two married contractors & recent homebuyers trying to use TurboTax, so we sought in-person help instead. We approached the meeting embarrassed with how little we understood but William was SO helpful, and gave us lots of good advice and knowledge. In less then an hour everything was sorted and our taxes were e-filed. Great service. Documents and billing are handled through an online portal which is so easy to use, too.
We had a great experience with the File & Trust Tax Service team. Will Warren worked with us to ensure that our taxes were done thoroughly maximizing our deductions, and advising us on best course of action post filing.
Willam Warren Help me get my taxes done for 2022.. He provided great significant information for my tax. He provided with lots of knowledge that I wasn't aware of before. He didn't seem to rush. He took his time and spoke in a very polite manner. I really appreciate The time and the effort he put into our tax. Thank you so much once again.
No doubt the best ! If I had questions, he is on it, if I needed business planning , he is on it! There is no one more professional than Will! I can't imagine going any where else for my tax and business needs. I really appreciate everything they have done for me! Super worth it
Met Mr. William one time at the beginning to go over our stuff. We had to submit extra documents via a secured portal sent us via email. It took some time to hear back from Mr. William (not that we contacted him) after uploading our documents but when he did reach out, we were on a roll. We are happy with his service. I had been filing our taxes for over 10 years, and I'm glad with decided to go with Mr. William to maximize deductions for both our personal and business. Highly recommended!
William was very professional and knowledgeable on tax codes. Highly recommend for all your tax needs!
I have been working with File & Trust Tax Services and trusting them with all of my personal and business financial needs for almost 5 years now! I heavily rely on this service for making important decisions that shape my overall financial health. I personally work with Will Warren and his staff, and the professionalism and knowledge of financial advising is unmatched. They have helped me repair my credit, gain the capital and guidance I needed to properly launch my business, and ultimately - they've become
I needed some assistance with an amended return and was so grateful I found William and his colleagues at File and Trust. Every step was explained with competency and professionalism. Most importantly, William provided a reassurance that made this company stand out from most. Anytime I had a question no matter how big or small, he always provided me an answer right away. It's that level of trust that made me a lifelong client! Thank you William and everyone at File and Trust!
After my first appointment I feel hopeful. Will seems to be a straight shooter :)
William went out of his way to ensure that our taxes were not only squared away but imparted wisdom pertaining to our own financial journey. He is a big advocate of building oneself up throughout the year and not just tax time. It was the right place at the right time for me.
Will took care of me and went the extra mile defiantely reccomend, Thanks again!
Extremely responsive, wasted no time providing the most efficient solution. I brought my client to Will in order to file an LLC on SHORT notice. He was on task with everything we asked of him. Great workmanship!!
I have been raving and ranting about the World Class Customer Service that I have received from William. He's professionalism and ability to go the extra mile to make sure that the tax issue were resolved, really let's me know that he cares about customer satisfaction. He was attentive to my needs and even showed me future tips to help me in the future. I have recommended everyone William to all that I know, when it come their tax needs.
Great customer service, communication and timeliness. Somehow he got my additional refund from a year prior to be released. Wasn't expecting that, but of course very happy it did. 100% recommended.
William and his team are phenomenal! Knowledgeable, professional, responsive and caring. In the past, when it came to our taxes we would would use those other guys. This year we decided to be ?adults? and invest in someone we can count on year round. This is the first time in years I felt confident and had no-stress. I don't understand why i waited this long. William and his team set our mind at ease and took care of business. I don't care where I am, I can move out the country; but, you can best believe I?
Great company, William is helping with building my credit up so I can get a house for my disabled nephew. William let's you know everything you need to do on your end to help build up your credit and also keeps in contact with you to make sure you're staying on track and answers all your questions. I thank you and your team for working hard to help me and my nephew. Highly recommend this company.
Only took 1 conversation with William to realize this firm knows their stuff! Initially, I thought my tax & financial needs were well taken care of until my consultation with Mr. William. The knowledge & professionalism he has for his industry is beyond impressive. He was able to explain the pros & cons of the tax strategy my PREVIOUS cpa has suggested for us to follow for years. Needless to say we no longer abide by those suggestions. File & Trust Tax Service has proven that they are the tax professionals
William was great to work with and I will definitely utilize his services again! He was quick to answer all of my questions and easy to get a hold of.
I have been using Will with File & Trust Tax Service for the past 2 years. He has amazing communication and customer service skills. Answered all questions I had. I HIGHLY recommend him.
William is trustworthy and professional i highly recommend!
Mr. William Warren is helping me with my LLC, he is extremely thorough, knowledgeable, personal and professional. I am very pleased with my experience.
Warren tax services were excellent and professional. He was personable, very specific in informing us about our return and what we were able get back on our return.
For the past decade I had been used to doing my own taxes, but the past couple of years I needed to seek some professional expertise. I really wish I would have used File & Trust years ago! The amount of money I saved last tax season far exceeded my expectations. I tell all my friends about them now and I can't wait for this upcoming tax season. Highly recommend any and everyone to try File & Trust for your tax needs this season!
William was accommodating and knowledgeable of our needs. We are very impressed with William and intend to move forward with him in the years to come.
When it comes to professionalism, honesty and swift service with care, File & Trust Tax Service is my number one choice. Will makes it easy to understand the process of what Is going on. I have worked with him on my personal taxes and look forward to working with him for my business as well.
Will Warren provided me great information to help me get started from the ground up. I recommend anyone starting out in business to go to him. Great guy with some great service.
I came here super late to file 2 years worth of taxes and not only were they able to help me but also shared advice on how to better manage my income and prepare for my future. Super happy will definitely recommend and keep coming back it's nice to have people who care.
Customer service was outstanding, the staff member was very helpful and understanding to all my questions and concerns as well as being consistent and friendly . I will be a customer here for a very long time now and the staff member William was the one who made me wanna be a customer and I definitely recommend to go see him the next time you go .
Will was very efficient and fast. Helpful and very respectful. Helped me and my significant other out at the same time.
Go and see File & Trust Tax Service for all your tax servicing needs! They were extremely professional, affordable and very prompt when getting back to me regarding any questions or concerns that I had. So glad I found this trustworthy company!
Will has helped me with my business taxes for the last two years, he is very efficient and honest, whenever I have a questions about best business practices File & trust is there for us. I really appreciate you
I most definitely felt Satisfied with the service here... Will is a very good dude, and Honest... I will be sending My peoples to you... Thank you ????
So glad to be working with WFG & FTTS for the last several years, 1 ?? shop! Personal credit, business credit, business lending, tax accountant ???? Do you ?? me! Hit my man?s Will up! He'll take care of you and your business ??..
Excellent service. I will definitely recommend Will to all my friends and family. He communicates in a timely manner and is very professional over all.
I am very happy I was introduced to File & Trust Tax Service?very professional and the customer service is top notch! Everything is done timely and as a customer I love that I am a priority! Jared Walton
Thank File & Trust for your awesome work for our family over the past year. I'd give six stars if I could! Great prices with amazing customer service and attention to detail.
Will provided great service & was very knowledgeable in his field. Call him if you need help, you won't regret it!!
Will was great. He offered much needed advice to help me with my taxes next year.
William is very fast and efficient and in good conversation Good knows what he's doing on his taxes and I highly recommend coming here and I've been coming here for three years
Very professional and welcoming. They were able to answer all questions in a way I was able to understand. I highly recommend working with this firm in the future
Professional knowledgeable courteous timely and discreet service. Great experience! Will return for all my professional tax needs.
I came in for a consultation regarding how to expand the foundation of my business, and the information and direction I was given were more than useful. Thanks William!
Will is an amazing accountant, highly recommend.
Will did a great job organizing and filing our taxes. Looking forward to working with him again!
They're very helpful, understanding, personable, knowledgeable, and very nice. They have very reasonable prices. I will definitely come back.
Will has been instrumental to taking my finances and life to next level.Been a pleasure working with him
Tax man is very nice. He takes his time with his clients and had no problem getting taxes done done.
Absolutely fantastic service in every way!
Super helpful & welcoming! Will be doing my taxes here from now on. 10/10 recommend!
Very professional and courteous . Knowledgeable on the subjects of corporate Taxation. Great personality
Great service fast and knowledgeable. I will be using Will again.
Professional, informative, quick and efficient! We found our permanent tax company for our business!
The best service you will find. So much knowledge given and I always feel my questions are answered.
I didn't just file my business taxes I also learned exactly what forms to file and how to take credits and deductions.
Professional, knowledgeable and answered all my questions ensuring I understood. Definitely will be returning.
Quick service, great communication, and very professional. If you're looking for tax services, this is the place!
Williams unparalleled ability to communicate concisely made for an easy and informed process. Can't thank you guys enough! The Lebron taxes!
Very punctual fast and reliable! Appreciate the attention to detail as well!
Great knowledge, quick and economical.
Will is very professional, competent, and skilled and has incredible customer service,
Excellent service for a good price 2 years in a row
Excellent customer service and excellent prices. Thank you william for your assistance
Very Professional and handled everything in extraordinary fashion.
Provided great information
Great services higly recommended!
Fast, courteous, knowledgeable. Highly recommended
The best place to go for all tax preparation needs.
Amazing service. Very informative and very friendly.
Very thourogh and knowledgeable.
Would recommend all around !
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.