*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.*
77530 Enfield Ln bldg i-ste 101
Palm Desert, California 92211
Absolutely the best team to work with. iPay Solutions is always available, prompt to respond to requests, and the customer service exceeds any expectations not just sometimes, but ALL the time. Karla always has a smile when she delivers our payroll. Thank you for taking care of us!!!
iPay Solutions has been amazing. They are a locally owned business with excellent customer service. There's always someone there to answer the phone. Karla is always so friendly. Carolina has always been able to help me with any questions. Robert and the whole staff have been wonderful to work with.
I have been using iPay for quite some time for my small business payroll needs and I have nothing but good things to share. They know exactly what they're doing and explain everything in detail so I always know what's going on ahead of time. Everything from submitting my employees hours, to even offering a direct delivery service to drop off checks. The best part is how affordable they are! I will always recommend them to any business.
We've been using iPay Solutions for a few years now and the service is fantastic. Great customer service and fast responses to any question we have. Adi is always aware of any problems we encounter and quickly resolves everything. Highly recommend using them.
Karla is the best!.She delivers our payroll to our front door every pay period on time and with a beautiful smiles to boot. I am not surprised at the service because she is with the best payroll company here in the Coachella Valley. It all starts at the top with leadership and dedicated professional staff. You won't be disappointed and you will be treated like family. They can handle all your payroll and employee needs and do it right the first time!!
Great experience working with the whole team at iPay Solutions! IPay is the best all around! Great service, professional and reliable. Karla is the best payroll deliverer, she is always on time, friendly and kind.
We've been working with iPay Solutions since the start. Robert and his team are absolutely the best! They go above and beyond always. Just a couple of days ago we needed some documents on the fly and just like that - they were able to get us what we needed. Thank you, iPay solutions.
I pay solutions is by far one the most professional and punctual Payroll companies around always probably delivering our Payroll and with a smile. Karla by far is always in a great mood that makes pay day that much betters. Thank u guys for the phenomenal service, and exceptional employees.
I chose to use iPay Solutions for my payroll service since I wanted a local vendor. There are a lot of choices with online services but my experience has been that they eventually raise their prices dramatically or go out of business. Using iPay for our monthly payroll is so smooth and efficient that we often just forget all about it. I dont have to to think about payroll, payroll taxes, or any related issues. Everything is done for me without any worries.
I have had Robert (owner of IPay Solutions) preparing my payroll for a long time. Never had a problem and was always happy to help with any questions or favors I asked of him. Adi is preparing my payroll now and is always a sweetheart when I call up asking for a favor!!!
We have been with IPay Solutions from the very beginning and I would never go anywhere else! Staff is so great and always helpful. Our delivery driver Karla is just the sweetest! Highly recommend
iPay Solutions is great to work with and I would highly recommend them. We are a small organization with fewer than 10 employees and were spending literally tens of thousands of dollars each year on "administrative fees" with another company. Once we made the switch to iPay Solutions, I realized we should have done it much sooner. Their products are flexible, they have great personal service, very reasonable fees, and are easy to communicate with. They are available for training and advice anytime we need
If you are looking for a payroll service that can handle your needs, you should consider iPay Solutions. My company has been using iPay Solutions for years now, and we are very satisfied with their service. They are fast and reliable, processing our payments on time and without errors. They work around our pay schedule, whether it is weekly, biweekly, or monthly. They are always accurate, calculating taxes and deductions correctly. They are worth money, offering competitive rates and excellent customer supp
Our office recently switched to iPay Solutions for our payroll services within this last year and we couldn't be happier. Yvette and Brian are helpful and provide friendly communication with fast and accurate service at an affordable price. We definitely recommend them.
Do not mistake this company with the iPay LLC out of Okahoma with questionable business practices.
We have been working with IPAY for quite some time now and I can confidently say that they have been a game-changer for our small business. Their expertise and efficiency in managing our payroll have transformed the way we operate, making our lives so much easier. Brian and his team has streamlined our payroll process, handling all the intricacies seamlessly. From tax filings to compliance, they've got it all covered. This has allowed us to focus more on growing our business and less on administrative head
Brian with iPay Solutions is the best ever to work with. Always extremely accommodating for our small business payroll. Always providing solutions and is just a pleasure to work and talk with. We left PAYCHEX due to lack of attention and the inability to provide innovative solutions. I would recommend iPay Solutions again and again for any company needing Payroll & HR assistance. Robert is a very respectable owner as well.
Brian and Robert at I Pay Solutions are an incredible asset to the business community. I never hesitate to refer them to clients/friends and they consistently take great care to attend to all of their payroll needs. I highly recommend them if you are looking for a reliable and consistent payroll company.
Working with Ipay has truly been a god-send for my husband?s small business. Brian and his team are patient, reliable and knowledgeable. This I absolutely my number one recommendation for all of you small, growing or large business payroll needs. I pay knows their stuff! Thank you!
We have been using iPay Solutions for about three years now and I have to say that I've never not looked forward to running payroll. This team is very helpful and have made the company's payroll operation a breeze. I would highly recommend them to anybody looking for help with setting up payroll for their company.
I've been using Ipay Solutions as my payroll company for a little over 2 years now, and I would recommend them to anyone! Super-efficient, very easy to communicate and work with. Literally zero complaints! The best customer service ever.
As someone who never writes a review, our payroll deliverer Karla has made me reconsider that. Punctual, professional, and a breath of fresh air, she is beyond a shadow of a doubt my favorite person to come through our doors on a bi weekly basis
iPay Solutions is a great company. I switched to their services for two years now. All staff are very professional and knowledgeable. Thank you for your awesome services.
Great experience working with the team at iPay Solutions. This local team is very helpful and provides a concierge/personal touch to your payroll.
Having iPay Solutions do our payroll has helped tremendously! Everyone is very helpful and ready to help when needed. Adi Reyes is my payroll processor and she's always willing and able to assist me when an issue arises. Thank you iPay Solutions.
I am so glad B. Anderson of Liberty Tax referred me Ipay Solutions to handle my payroll. Efren of IPay is knowledgeable, helpful, professional and overall a great guy! I fully recommend this company on any payroll needs! Thanks Ipay for ALWAYS being for my company.
Karla/IPay Solutions Inc. provides excellent customer service. She's very friendly and professional.
Robert and staff are the absolute the best! Since switching to i-pay solutions in 2017 we have saved so much money and know they are always there with the solutions.They can handle everything from simple weekly payroll to hand holding during these crazy Covid times . You will never regret using them. They always see your needs as important to them as they are to your company.
IPay has great customer service. Karla is always so friendly when she drops off payroll.
Karla is the most efficient payroll delivery professional you can ask for. Always fast, on time and with a smile. Thank you Karla.
Every time I see iPay drive up to my work place, they put a big smile to my face. They are very nice, kind and fast.
Thank you, Karla and the whole iPay team for your excellent service! You are all helpful and timely with all of our needs.
Awesome experience with Brian at IPay Solutions fast set up and service it's now my second company I set up and I'm always happy how easy and fast at is to set up a new employee. I highly recommend there service and good pricing!
Great experience with the iPay Solutions team. Reliable, helpful and trustworthy.
We love how on point there services are and there driver Karla is always showing up with a smile thanks Karla for getting are paychecks to us on time.
I Pay Solutions has been providing excellent service since day 1 We highly recommend them!!
I am a solo practitioner and ipay solutions handles all my self pay issues with ease and a reasonable rate.
Easy to work with, fast and friendly service. Always a call or email away. Never a single issue in the years we have been their client. Highly recommended.
Thanks to Karla I always receive my check on time...she's a good spirited person
This Ipay is horrendous. 1st they didn't change my last name to match my name onfile at the bank. 2nd. I have called twice - was in the queue for 18 minutes, then someone answered without speaking - open air - no one would answer. Hung up and called again. IPAY SOLUTIONS JUST REMOVED A RECURRING PAYEE WITHOUT ANY NOTIFICATION TO ME. MY LIFE INSURANCE POLICY WAS IN JEOPARDY OF BEING CANCELLED. I RE-ENTERED THE PAYEE AND RECEIVED A NOTICE IT WAS ENTERED. STILL CAN'T ACCESS ON MY BANK SITE. JUST SAT ON HOLD AN
Awesome Service + Affordability = The Best Payroll Company Ever. No delivery issues ever - Guaranteed!
Very nice and professional! Easy to work with!!
Karla is doing a good job
East to read pdf,excellent service
Very reliable service
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.