*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.*
53932 Calle Balderas
Coachella, California 92236
First of all, I just wanted to say that I was looking for a tax consultant who gave that reassurance and trustworthy impression. As a result, I found Jasmin on Instagram and she is just the best and got rid of all my worries. She has amazing communication skills and keeps in contact with you if there are any issues. She took the time to explain everything in detail and answered all my questions patiently. Therefore, I felt confident that my taxes were in great hands. Her attention to detail set her apart fr
Jasmine is an excellent tax preparer and bookkeeper. She has been handling my taxes for the past two years, and I couldn't be more satisfied. Her knowledge of tax laws is impressive, and she stays up to date with all the latest changes. I highly recommend her to anyone in need of reliable and professional tax or bookkeeping services.
Its is always a little stressful when filling your taxes but Jasmin has made it such an easy and great experience. Very attentive to her clients needs and has a flexible schedule. She will answer any questions you have and always with a smile. Jasmine truly enjoys what she does and helping her clients. Don't hesitate to book your appointment , you won't regret it! ??????
Jasmin did an amazing job with my taxes! She was extremely professional, patient, and took the time to explain everything in detail so I understood exactly what we were doing at each step. I really appreciated her thoroughness and how confident she made me feel throughout the process. 100% recommended ? I'll definitely be coming back to her next year!
Working with Jasmin was an absolute game-changer! Her expertise and attention to detail turned what's usually a stressful tax season into a seamless, worry-free experience. She explained complex regulations in simple terms. What truly stood out was her responsiveness; she answered every question promptly and with clarity. Highly professional, thorough, and genuinely invested in her clients. I couldn't recommend her more if you want a tax consultant who goes above and beyond. Look no further!
I have done my taxes with Jasmin for over 3 years now. Jasmin has been flexible with my schedule yearly. Throughout the year, I have asked questions regarding taxes and how I can prepare for the tax season yearly. Jasmin made herself available to go over my options. She made our communication very friendly and has helped in my career personally with her tips.
Jasmin has been our Tax girl for 3yrs. now. She is helpful, reliable, trustworthy, professional, and super nice. We appreciate her always helping us and answering all our questions to the best of her knowledge. 100% recommend her to everyone!
Jasmin was a pleasure to work with. I only had one W-2 to worry about, but she still got me in and out within 20 minutes. She optimized the whole entire experience with no complications at all. She is very knowledgeable about what she does. I will definitely be a continued client for years to come.
I was recommended to Jasmin by other professionals and I was totally pleased with her services she is very knowledgeable, helpful and professional at what she does. I will be coming to her from now on instead of my previous tax person. She's also a bookkeeper, I totally recommend her!
Jasmin was wonderful to work with, she is quick to respond to any questions you may have and is very quick at getting your taxes filed. Overall great experience!
Great experience with Jasmin's Tax and Bookkeeping! Professional, reliable, and knowledgeable. Highly recommend for all your tax and accounting needs. 5 stars!
This is My Third year with Jasmin's tax. Very professional. Love the way she explains everything. Will be definitely going back to her as always ??
Jasmin has made my yearly submission a stress free process! She is patient, professional, and transparent. Highly recommended!
Excellent and quick service! I went in to do my taxes and she answered all my questions. I even hit a snag when I didn't have a particular form but again she was able to help me find it and continue with my taxes. She is a professional through and through needless to say I will be using her services next year too!
I visited Jasmin?s Tax and Bookkeeping to have a letter notarized, and the process was easy, smooth, and very professional. I highly recommend her services.
Jasmin is so professional and knowledgeable at her job. She answered every question we had, we are very happy with her service.
Have used Jasmin?s tax services for the past 3 years, she's always professional and has helped me get the biggest returns I had ever gotten, Thank you so much!
Jasmin is very helpful will definitely be back!
Will be returning next year! Thank you for all the help and guidance 100% recommended ??
(Translated by Google) This year was the first year doing my taxes, and Jasmin was my assistant where everything was very fast, safe and simple. 100% recommended. Excellent personal treatment. ???????? (Original) Este a?o fue el primero haciendo mis taxes, y Jasmin fue mi ayudante en donde todo fue muy r?pido seguro y sencillo. 100% recomendado. Excelente trato personal. ????????
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.