*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.*
207 S Madera Ave
Kerman, California 93630
Without a doubt- 5 star rating. The scheduling was easy and convenient. Ernie prepared our taxes, he was very thorough and detailed, he was in no hurry and was open to answer any questions we had. Never have I ever had my taxes explained like this. I'm thankful Ernie helped us. By far the best tax service I've ever had.
Had been doing taxes here for a while. Always so professional and courteous. Last year my taxes were put on hold due to an error Juanitas Income tax did. When I called, there would be no answer. I left multiple voicemails to try and figure out what was going on. It wasn't until I mentioned in my voicemail that I would gladly show up to straighten this out and provide proper documentations if needed is when they picked up. They then proceed to tell me that it was no longer their issue and to call the IRS, I
Had been doing taxes here for 10+years, with the exception of last year. Would give no stars if possible. Dropped off documents last week, with wife dropping off additional forms the following day. She was told our file was at the "top" of the pile. Called yesterday and was informed that they were just getting to the drop offs from the beginning of February. Priority is given to appointments, then walk-ins, and drop offs are worked in between. Receptionist could not provide an estimate for when they might
Been a customer for a long time, it's been an easy visit in and out during tax season. Communication has been great even when we're out of the country and was able to process return on time each time.
IRS said you guy's didn't file my taxes, I wish I would of known of the fraud background history yall had, and to top it off no answer or call back
Ernie was super helpful and considerate. Made tax season easy and stress free. Good guy all around. 10/10 would recommend.
I'm coming here before I call them but no body pick up the phone I coming 2 days but office still open when I check on online but when I come here office is close Make sure when you come here call in the office number if not pick or answer the phone please don't com and don't west you time
Very professional.. Even as a walk in I was in and out.. Thanks for you're service and I will be coming back..
Very good service ??
Best customer service. The nicest people I have ever met. Very professional and helpful. Highly recommend this place.
So I did my taxes with them and paying for it and I got a letter saying I'm missing stuff and now that I'm trying to contact them it feels like they're ghosting The website says they're open and on the phone message it says they're open but they're never there Will not be coming here ever again
Kind and professional services, always willing to answer all your questions for both tax and immigration matters.
They are great, patient and professional. Would absolutely recommend
(Translated by Google) I am very shocked and worried since I have a pending tax procedure and I am not getting a response through any of the means of communication, I urgently need to obtain a clarification and response to my procedure, and the worst of all is that I am not near California at the moment so I cannot appear in person at the place, please I demand an explanation and clarification of my procedure (Original) Estoy muy consternado y preocupado ya que tengo un tr?mite de taxes pendiente y no obte
(Translated by Google) Excellent service, very friendly, I recommend them ?? (Original) Excelente servicio muy amables los recomiendo ??
(Translated by Google) Very good service thanks for everything (Original) Muy buen servicio gracias por todo
(Translated by Google) Very good treatment and good work (Original) Muy buen trato y buen trabajo
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.