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Garrett & Associates CPA

Garrett & Associates CPA

Reviews Summary

The overwhelming consensus is extremely positive, with most reviewers praising the professionalism, expertise, and helpfulness of the tax services. Customers highlight thorough, accurate work, prompt responses, and valuable tax advice. Many appreciate regular updates on tax laws and personalized care. Several long-term clients express deep trust and satisfaction. One negative review criticizes high fees and lack of tax relief, but this is an outlier among numerous 5-star ratings emphasizing reliability, knowledge, and excellent customer service.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
Internal Controls
Risk Management
Years of Practice
CPA License

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.*

Features

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
Internal Controls
Risk Management
Years of Practice
CPA License

Contact Information

Address

26820 Cherry Hills Blvd STE 2

Menifee, California 92586

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Always giving us important notes and references for tax and other IRS rules to file your declaration in right direction. Garrett & Associates is a part of us.

Ursula has been Super for me & my husband - we wouldn't trade her for the world, She does all our taxes and we never have a problem or something go wrong ---- Her & Kasey are great to us and for us & always look out for the Best for our needs. They are totally up to date on tax laws and the correct way to do them and how to do them for us. Thank you Both! we appreciate you more than we can say. See you in the coming year. :)

We have been with Garrett & Associates for several years now and I truly appreciate their professional attention to make us feel very important. They give that extra effort needed for us to feel that our tax concerns are handled to the point of us not having to worry that the returns are completed with the accuracy necessary for the IRS. We have been audited in the past, before Garrett, and now we have no fear that the IRS will want to meet with us. The cost of having our returns done right is worth it for

Quite possibly the best. :-) Ursula, Lori and Debbie have been a great to work with, and are very helpful. My mother in law has been going here for years and we have had the pleasure for over 3 years now. Thanks ladies for your hard work and dedication.

I really appreciate the personal care received from Garrett and associates. The tax updates are informative and help me to keep on top of the paperwork I need to keep to help when the time comes for my taxes to be prepared. I would recommend Garrett & Associates to anyone needing professional tax assistance.

My Mother and I went to Garrett and Associates and spoke to Ursula about some business and she was so helpful and very nice. I would highly recommend her. If there were 10 stars I would give them all to her!

I love Garrett & Associates. I have grown to put my full faith and confidence in Ursula and her Staff.. I look to them to protect me from tax problems.

"FINANCIAL SUICIDE" DO NOT GO HERE ! This place advertises as "tax relief" there is no tax relief whatsoever ! Their fees are unbelievable ! To check over 2021taxes ( a different tax person already did) and do 2022 taxes, we paid over $5500.00 ! Only to owe even more in taxes ! Complete rip off and terrible. We were shocked and disappointed !

This is my second year with Garrett & Assoc. I have been very pleased with their service. I appreciate that she keeps us updated on new information from IRS that effects my taxes.

Quick and thorough with great advice!

Ursula Garrett and her staff with Garrett & Associates were so professional as they helped us through the an estate process a few years ago. Very much want to say thank u.

I had many items to cover this year along with my regular taxes I had to add my Mothers estate inheritance to contend with. They were friendly efficient and courteous. My tax hero?s!

Thank you. Ms. Garrett and staff are always willing to assist with answers to various questions on taxes. I'm so happy I found you during my time of need and have been with you since. Thank you again.

Ursula and her staff are the BEST. She has been patient with us for 15 years!

I have always gotten a quick answer, and if someone doesn?t know the answer they are quick to find the person who does. They have helped me think through how to move forward with my finances. I highly recommend them.

Ursula is knowledgeable and keeps me well informed. She and her staff have been wonderful.

I Have been with Garrett & Associates for a number of years and find them very well informed and friendly to work with. Robert Redden

I really appreciate the business education tips Ursula sends out regularly!

always helpful. Responds quickly to emails & phone calls. And even more important Knowledgeable and up to date on current laws.

Excellent honest and prompt service. Very helpful and answers all questions with detailed answers.

Ursula is Great!!! Highly Recommend!!

Great service for 7 years!!!!!

Total professional CPA

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.