*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.*
3750 E Florida Ave #B
Hemet, California 92544
I?ve been filing my taxes with Kalos Tax Management, Inc. for years now, and I couldn?t be happier with their service. Brian goes above and beyond to ensure everything is handled efficiently and accurately. His knowledge and experience make the entire process smooth and stress-free. The staff is always professional, courteous, and helpful, creating a welcoming atmosphere every time I visit. I truly appreciate their dedication and attention to detail. As long as Kalos Tax is around, I?m sticking with them f
Kalos tax management, Inc. has been our go to for getting our taxes done. Everyone has been extremely friendly and welcoming. We have been doing our taxes with Kalos management for a few years now and they never disappoint. Brian has always been available to answer any questions we have and explain the process which clarifies our questions. He is very knowledgeable and definitely recommend him and Kalos for your tax needs.
I have been using Jeff Tabor at Kalos for over fifteen years and the last three years have been using Brian Carr and he is exceptional also ! The office is super efficient and now they have a new, electronic filing system that was super friendly to use and made this years tax preparation a breeze . I have done them with Brian over the phone and the ability to use this new system for correspondence and filing was simple and painless . I even paid over the new system which was wonderful . The staff such a
Brian has been doing my taxes for a few years. I never have to worry. Communication is always clear and timely. Also, uploading documents was super easy. Definitely recommend.
Kalos Tax Management has been preparing our tax returns for the past 3 years. We love the convenience of using their online document upload services and working with Brian Carr for all our tax returns needs. Brian Carr is always available when we have questions or need advice. Great experience every time and will continue to work with this company for our tax returns.
Anyone that is looking for an honest, dependable and effecient CPA look no furthur!! Kalos Tax Management stays up to date with ALL the latest Tax Laws for Business and Personal Taxes and can represent you if needed. I have used Jeff Tabor with Kalos Tax Management for over 35 years for my business and personal income taxes and have always been pleased with the timely manner in which I receive my taxes completed. All of the office staff are truly amazing and so very helpful. I started with Kalos when I live
We have been using Brian Carr at Kalos for years! He is the best and always gets us our best return??
This was our third or fourth year using Kalos. I moved from a higher volume tax preparer on the coast that seemed to be just going through the motions. The information collecting INTUIT link made getting my info to Kalos quite simple. A couple of phone calls to clarify some issues and my taxes were completed. Our phone calls were handled promptly and courteously by the office staff. We were able to sign the forms online and file without going into the office. The refund was directly deposited into our acco
We hired Brian Carr to amend a deceased family members taxes. He never properly filed and as a result have incurred interest and was lied to for 6months. When we asked him about the issue, he dropped us as clients. The IRS has recommended we report him for misconduct. Save yourself the headache and money and find another tax corp.
I?ve been doing my taxes with Brian for a couple years now and I?m always pleased with the results. The whole Kalos Tax staff is professional and are great at communicating.
I absolutely love Kalos! Extremely knowledgeable, always friendly, great communication, always willing to answer any questions we have. Highly recommend! We have been with them for over 10 years. Won't go anywhere else.
Always been great with the whole family's tax preparation. Listens & completely answers ALL our questions.
After dealing with horrible bookkeepers over the past 15 years, I was recommended to try Kalos tax Management. I thought I found salvation with Jeff Tabor and Ronnie (the office manager). In the beginning they provided this song and dance and made me feel comfortable and secure, but after numerous audits and numerous other problems over all over a long time with Kalos, as I felt that the service I was receiving was lackluster and almost felt as if they were lying to me about their abilities. I also felt
WORST TAX EXPERIENCE OF MY LIFE, SAVE YOUR MONEY! I met with Ronnie in April 2023 to file my taxes. On November 9th, 2023 her receptionist, Paula called me to inform me that my taxes were rejected on September 14th and if I didn?t contact the IRS that day I would be penalized for late submission. They requested an extension on my taxes because their caseload was too high and they couldn?t file my taxes in a timely manner. Paula was extremely rude and unprofessional in conversation regarding this matter and
Ronnie is an exceptional human being. Very clean office. Very organized. Quick & efficient. All of the Staff was so kind from start to finish. I 100% recommend Kalos to anyone looking to file their taxes. Ronnie made my tax experience so painful & seamless. God bless her
Kalos is an honest and hard working agency. They have integrity. I have been having my taxes done by them for 9 years. I appreciate them very much. If you do not complete your taxes yourself with a program I highly recommend them.
Kalos Tax Mgmt is just simply the best! My entire family has used them for 15+ years. We used to live in Hemet, CA but have since moved in 2006 to Silver Spring, MD but still use Jeff Tabor and his remarkable staff to prepare our Federal and State taxes. Being enrolled agents makes a difference you can rely on! We wouldn't go anywhere else!
As a small business owner, they made the filing process simple and straightforward. Brian was very professional and patient in guiding me through the forms and answering all my questions. I am very pleased with their services.
Awful Customer Service! Buyer Beware! Terrible communication, and the office manager has Paola has a real attitude problem. I would definitely recommend having a different company prepare your documents.
I've been going to Jeff for several years at tax time and I'm extremely happy with his service. He always knows the latest in tax laws and is very honest. I wouldn't take my business anywhere else!
Great service, very efficient and thorough.
Best tax place I?ve used over the years. Honest and informative
He has done my taxes for 25 yrs.
Horrible customer Service, no communication from them, would not recommend.
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.