*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.*
1255 W Colton Ave Suite 26
Redlands, California 92374
I have gotten my taxes done twice from Happi Taxes including this year. I recommend giving this place a try. They have very fast service and always respond if you have any questions.
Great Company! Tiffany is knowledgeable about the tax business and IRS regulations, would definitely recommend them to family and friends!
DO NOT GO WITH HER SHE IS VERY UNPROFESSIONAL!!! HAS HER DAUGHTER AND FRIENDS OVER WHILE SHES DOING YOUR TAXES!!!! DOESN'T PAY ATTENTION TO HER JOB!! she was in a hurry and she did not pay attention and field my taxes for the wrong year!! Now I'm fighting the IRS because they want to put a levy on my property because she put the wrong year on my tax forms.
I used Happi Tax services last year and I plan on scheduling an appointment with them this year as well. No only was Ms. Tiffany quick and efficient while preparing my taxes, she was very professional, polite, and patient to my many question of the concerns I had regarding my previous tax preparer. She answered all my questions thoroughly and made sure I understood the proper way to file my taxes. I highly recommend Happi Tax Services to you all.
I have used Happi Tax Prep for several years now. Always professional! Always responsive! And Happi Tax Prep has an eagle eye for tax credits and deductions to ensure the best return possible. I highly recommend contacting for tax services!!! Thank you Happi Tax Prep!!! Sincerely Happi Client!!!
I have had a terrible experience with Tiffany. She did my taxes last year with no problem. This year, the first thing that went wrong is I sent my tax information over on Wednesday after we spoke on the phone. The tax deadline was Monday. I emailed her Monday at noon to see if they were completed and she informed me that she never got my email and she meant to call me, but got to busy and forgot. (I checked my sent emails and it was sent). She said she could do it that day because she had no appointments.
I have been a satisfied customer of Happi Taxes for over 5 years. I have always gotten a refund and have never been audited. Happi Taxes will go above and beyond to make sure your needs have been met. My husband and I will continue to do business with Happi .
I been working with Tiffany for a couple years now. With no problems at all I love doing business with her and will continue to do business. Thanks Tiffany
Happi tax is the best tax service I've received. Answers all my questions & concerns, keep me posted with updates on my return. Will recommend this tax service to anyone.
Tiffany is absolutely wonderful. Very kind and patient,but fast and accurate. I highly recommend herI.
This is my third year with Happi Taxes. Tiffany is great and she takes pride in her services!
i have been using happi tax for 5 year my whole family uses it i love it great service,great quality
DO NOT USE THIS TAX SERVICE TIFFANY JONES IS VERY MISLEADING...She lies as well.
I LOVE HAPPI TAX ALL MY FAMILY GOES THERE AND THEY SAID ITS AMAZING GREAT CUSTOMER SERVICE ????
Fast, efficient, easy and reasonable. Been going here for several years now. Love them.
Professional and timely service. Prompt responses to all my questions. Always dependable and highly recommend.
Amazing service, 100%recommend to everyone! Great communication as well as speedy service!
Has been completing my texts for years now and have completely greatful no complaints.
Fast refund very professional. Will definitely come back next year ????
Fast, through, friendly and customer centered.
Amazing work, gets the job done
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.