KS Tax & Financial Services

KS Tax & Financial Services

Reviews Summary

The reviews consistently praise Kareena for her professionalism, expertise, and efficiency in handling taxes and accounting. Clients highlight her deep knowledge of real estate and small business tax strategies, her ability to simplify complex matters, and her proactive, personalized approach. Many appreciate her responsiveness, attention to detail, and ability to meet tight deadlines. Her friendly, patient demeanor and use of technology for seamless collaboration are also frequently mentioned. Clients highly recommend her services, often noting significant improvements over previous CPAs and expressing long-term loyalty.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Startups
Freelancers
Individual Taxpayers
Non-profits
E-Commerce
Real Estate
Healthcare
Contractors
Professional Services
Manufacturing
Multi-state Experience
Remote Services
CPA License

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Startups
Freelancers
Individual Taxpayers
Non-profits
E-Commerce
Real Estate
Healthcare
Contractors
Professional Services
Manufacturing
Multi-state Experience
Remote Services
CPA License

Contact Information

Address

6775 Stillbrook Way

Corona, California 92880

Hours

Sunday Closed
Monday 9:30AM-6PM
Tuesday 9:30AM-6PM
Wednesday 9:30AM-6PM
Thursday 9:30AM-6PM
Friday 9:30AM-6PM
Saturday 11AM-3PM

Customer Reviews

I have been a client of KS Tax & Financial Services for some time now, and I couldn?t be more satisfied. Kareena Sharma has been an absolute blessing as my CPA. She?s not only highly knowledgeable and professional, but she also brings a personal touch to her work, making me feel valued and understood every step of the way. Kareena is incredibly patient, taking the time to explain complex financial and tax matters in a way that makes them clear and manageable. I never feel rushed, and she always goes above

Highly recommended this one stop service provider for numerous requirements! It?s been around 2 years since I started using the KS Tax and Financial Services and I have never worried again for anything ever. Kareena Sharma is really very dedicated, hardworking, intelligent and sharp professional as well as loving, kind and warm individual at the same time. She has been taking care of our business as well as personal income accounts and taxes as well as real estate. She gives us really effective and practica

I worked with Kareena at KS Tax & Financial Services for 6 years and she was great to work with. She handled my personal return and several business returns as well. Friendly and professional. Always on time.

This business deserves 10 Stars!!! Kareena and her team are the absolute best!! She is super knowledgeable and so kind. I have referred this business to numerous colleagues and family members.... each one has been extremely satisfied. They handle our personal and our business taxes. Do yourself a favor and choose KS Tax & Financial Services.... you will not be disappointed! Thank you Kareena for making our lives easier!

Kareena is very knowledgeable of her field and she truly cares about her clients. She is very friendly and pays high attention to details. I love the vibe of her office, I was comfortable and was able to feel calm and peaceful as she took care of my taxes. She also helped me with my side hustle income and provided me some information on how to move forward properly in regards to dealing with money and starting a small business. I?m grateful to have met Kareena! You are in good hands with her!

Kareena helped us a lot with our first year corporate taxes. They were filed correctly and on-time. She also dealt with our personal tax return, as well with additional issues we had with the IRS. She always provided actionable advice and communicated promptly and clearly. She gave me confidence in taking action or following a particular tax strategyapproach and I always felt that we were doing the right and safe thing after talking with her. I recommend her, and looking forward to working with her again ne

We had a great experience working with KS Tax & Financial Services for the last two years. Kareena is very responsive and very knowledgeable and stays on top of deadlines. Her rates are also reasonable. We would not hesitate to recommend her to anyone looking for tax prep and accounting services!

Kareena is an amazing CPA, she knows ins and outs of Real Estate and Taxes! Not to mention we love to send clients to her for all Tax needs! Her love for tax & Real Estate shines through the work she does :)

This is my second year doing taxes with Kareena. She is extremely knowledgeable and diligent. She's also a real estate agent so she was able to help me tremendously with my rentals. I called and interviewed many people in the area, but she was definitely the most qualified. I highly recommend, specially if you have a very complicated return.

Kareena is an amazing CPA and did a fantastic job on my taxes! She is incredibly knowledgeable, professional, personable, patient with all my questions, and proactive about making sure I am paying the least amount of taxes I?m required to. I highly recommend her! I was very impressed by her and will definitely be returning to her next year.

Highly recommend working with Kareena! Our tax situation recently changed and I was very confuses about the process. Kareena was so easy to talk to and made the entire process simple to understand. We spent little time in her office but received all of the information and help we needed. Very quick and efficient! We will definitely be going back for future services.

This is my first time filing anything with the IRS with my new side business... And I would say, this has been the easiest, the quickest and the most efficient tax return I ever did! She doesn't judge if your business is worth 1 penny, or a million dollars... Kareena just sees how she can help to get you the best outcome possible for you and your small/new/profitable/work in progress business. I will be back next year. You can count on that! 5 stars is not enough... Thats why I wrote this comment to make su

Prior to meeting Kareena, we spoke with several different CPAs who were unable to help us. Kareena took the time to understand our situation and provide options to strategically lower our taxes. As an active real estate investor herself, she knows how to utilize the tax laws to save us money. She provided a spreadsheet to help us itemize our deductions to get maximum deductions. Kareena is also very informed about crypto currency laws. She is very smart, patient and and very knowledgeable in her field. We

Kareena was absolutely a life saver! I was not aware the S-corp deadline was 9/15, and Kareena met my deadline the day I called her, which was 9/14! So now I'm done with my old CPA that I've had for many years. She is definitely very knowledgeable, professional, and quick. I'm so happy I was able to find her!

I was referred to Kareena and she's amazing! She quickly completed my complex taxes in a rush to help me close on my new house! Her online tools were easy to navigate and allowed me to securely transfer files. I look forward to working with Kareena as my new CPA.

Kareena from KS Tax & Financial Services has been offering us accounting services internationally (i.e we were working with her remotely on this matter) and has been extremely professional and responsive in all communication with us. She took care of the entire process of completing our US tax lodging requirements and the process ran extremely smoothly!

It takes a lot for me to pause my crazy busy life and write a review, this shows how much I value Kareena & KS Tax! Her dedication to clients, her care, PATIENCE, and quick communication is unmatched. I am a small business owner and we spent years looking fr the right tax person, and I can happily say that we finally found her :) THANK YOU for making tax season painless.

Kareena and her team are truly a God send. She has taken great care with our books, and she has been creative in coming up with solutions that help with transparency. Kareena manages to be both professional and easy-going, a delightful combination. Thank you!

I got to meet Kareena the first time during the pandemic year so things, especially businesses were not running as business as usual. However, Kareena prepared 3 years worth of my tax returns as professional as can be. No, she didn?t lecture me on why I waited 3 years to file my 2017. She just prepared all of them, had them ready, and filed them as soon as possible. For sure, I won?t wait 3 years to file my 2020 and will use Kareena?s services again.

I was pretty defeated after going through 3 other (terrible) accountants who didn't know what they were doing. I am beyond grateful to have found Kareena and her team! She fixed both my personal and business bookkeeping, brought my taxes current, and helped me get a proper refund which has lifted a huge weight off my shoulder to finally move forward. She was very responsive, professional, and truly cared about helping me as a client. She deals with businesses making hundreds of thousands of dollars a month

Kareena is very experienced in accounting and bookkeeping. She has helped me go from an accounting nightmare to something that is manageable. She has experience with real estate, which is a huge plus since my previous accountants were not homeowners and certainly not investors, and she was able to give me sound tax advice for real estate. If you're looking for an experienced CPA, I would highly recommend Kareena and her company.

Kareena is awesome and she's on the point all the time. I ask her a question by email and she answer right away. I'm in chicago and all I do is sending all documents to her by email. She makes everything easy to handle. I love to ask questions and Kareena did not mind to answer me. I just fire my tax accountant and go with Kareena. And I'm super happy with my decision. She is my TAX CPA from now on. Thank you, Kareena!

Searching for a competent and professional tax service has always been one of the most stressful experiences. After seeing an advertisement for KS Tax & Financial Services, I thought I?d give the service a try. I am very pleased of the response which is very timely and she doesn't leave any loose ends and Kareena is very knowledgeable of all our questions being answered in detail. We feel we are in good hands. Looking forward to another year.

KS Tax & Financial does exceptional work. In each of the last 4 years, they have completed and filed my taxes. Kareena is always responsive and handles my complex taxes very professionally. DH

KS Tax & Financial Services have done wonders with not only my personal but also my business accounting, books, and multi-year tax returns. I have always dreaded the thought of tax time in the past and was always one of those late filers asking for an extension every year, but now my books and accounting are not only kept up to date, they are ready way before the tax time filing initial deadlines. Kareena is amazing to work with and is highly skilled in personal and corporate complex filings and accounting

Kareena is one of the finest Tax advisors i have ever met. She is really knowledgeable and will help you with your financial goals. I would highly recommend to user her services and advise.

I switched over all of my accounting needs to kareena and her team and have been extremely satisfied. Their emails and instructions are always very detailed and straightforward. She was very helpful whenever I called and had a question. Thank you for your great service! I highly recommend kareena for your business and personal tax needs.

I have worked with Kareena and she?s been very helpful in navigating thru all my business and personal tax returns. I have referred her to five of my family and friends and they are all very happy with her services.

Kareena and her team have given my business a real tune-up in 2022! Payroll is now automated, accounting is ready ahead of time, and I can focus on the key matters of the business above all else. Thank you!

Working with Kareena was really great. She really knows her way around Quickbooks online and the current tax law. It was such a relief to change to this firm where things are done quickly and an easy manner.

I highly recommend Kareena and her expertise for any tax situation. She is a true expert in her craft. Her amazing attention to detail, prompt actions, and creativity truly set her apart from the rest. Thank you always Kareena!

Kareena went above and beyond to solve our complicated tax issue. She is experienced and professional as well as kind and easy to work with. Our overall experience is a definite A+!

I'd been very frustrated with our past CPA with whom I'd worked for close to 10 years. As a result of that experience, I'd spent 4 months looking for a new CPA with some key criteria. The new CPA had to be very organized, responsive, and use technology to collaborate in more of a "distributed / remote" way. Of course, we also wanted someone who was ethical in their approach to tax laws, and had high core competency around tax laws for small business, medical and health related expenses, homeschooling, as

In Kareena, I have a very knowledgeable and reliable accounting professional. She gives me and my business much more confidence than any of my two previous CPAs have in the past.

KS Tax & Financial Services delivers top notch tax advise and preparation services from start to finish. Incredibly knowledgeable, responsive, and easy to work with. Highly recommend!

Went through 4 CPA's dissatisfied with their work. She came finished 4 years of returns on 2 businesses, and 1 personal tax return. Even got a refund on a 2 of the years! Why did I wait so long, wish I found her sooner.

Very well informed. Courteous, smart, prompt and did my taxes for 2 different states. I am pleased with her work. I would definitely recommend her to others.

Very organize, careful, detail oriented , She always do my tax on time and she can make it happened , very nice experience work with KS Tax & Financial Service will always come back to her

Great work from Kareena, very professional and quick, walked me through everything and made sure I got all my deductions for my business. Recommended!

Amazing service... will be using her from now on. Friendly, knowledgeable, sincere. I had 2 years to file and she did both years with no problem and for a very fair cost.

Very thorough, good experience. Would definitely recommend Kareena to others. Will continue using her in the future.

Great service from Kareena her prices are very affordable very profecional work all Questions i had for my business she answered them I WOULD RECOMMEND DOING YOUR BUSINESS TAXES & PERSONAL WITH HER .

Kareena is knowledgeable, assertive and kind. Highly recommended!

A perfect blend of heart and brain to grow any type of business with her expertise. Highly recommended services and advisory for all types of business.

kS Tax and Services have been very patient, professional and above all accommodating to different accounting needs.

Thank you young lady ... I appreciate you taking care of me in a timely fashion.... I will recommend my co worker's to you ...

Professional, thorough, and efficient with a difficult range of requests. Thank you!

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.