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KV Consulting

KV Consulting

Reviews Summary

The reviews show overwhelmingly positive sentiment, with most praising the professionalism, expertise, and responsiveness of the accounting team. Many highlight long-term satisfaction, proactive tax guidance, and reliable support for both personal and business needs. A few mention high costs or inefficiencies, but the majority emphasize trust, thoroughness, and excellent service. The team is consistently described as knowledgeable, helpful, and dedicated to client success.

About This Listing

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
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
Business Consulting
Tax Preparation
Tax Planning
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
CPA License

Contact Information

Address

25185 Madison Ave Suite A

Murrieta, California 92562

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I?ve had the pleasure of getting to know Karyn and her team over the years. At first I knew Karyn on a social basis but once we concluded that we absolutely needed to hire her for accounting services, it could not have come at a better time, and it could not have worked out better. Her team is loyal, efficient, bright, at the ready, whenever we need them. It makes doing business that much easier when you know that all of your accounting needs are being met and you have nothing to worry about so you focus on

We (Pierco Inc.) are a business that currently use and have used KV Consulting for the past few years. Karyn and her team are very personal, professional, responsible, and proactive. They manage our ME and YE financials. KV has been the main driver in setting up, managing, and training us to keep our accounting system and suggested tax savings methods in alignment and compliant. So glad we have a team that is easy to work with and keeps all our financial data in order.

I can't say enough about the outstanding services provided by KV Consulting! They handle the financial intricacies for our 5 companies with unparalleled expertise. Karyn, Jane, Kerlande, and the team are a dream to work with, consistently going above and beyond. Their hands-on approach instills confidence, and they've streamlined our financial operations from soup to nuts. We've experienced nothing but exceptional professionalism and responsiveness throughout our partnership. I never thought outsourced acco

Karyn and her team are top notch! I have been using Karyn for 13 years and she has always been there if you have any questions and need advice. I never have to worry when tax season approaches. I always recommend Karyn whenever someone asks. 5 stars!

Karyn is good at what she does. She is proactive in her approach to taxes and has provided incomparable tax guidance with my personal taxes as well as my LLC for the past 10 years. Organized, honest and well versed in the ever changing codes upon which our taxes are built, she's consistently finding ways to ensure I am protected and well within the good graces of the federal government and the good state of California. I call it magic, but I'm sure it's just years and years of experience. Thanks Karyn and

Karyn is a true professional. She takes the time to evaluate your unique situation, apply her vast expertise and then gives excellent advice. She is available throughout the year if you have questions, therefore helping you out immensely when it comes time to complete your personal or business tax return. I could not ask for more qualified and highly trained person to entrust both my business and personal taxes with.

I could not say enough about Karyn and her assistants. Always extremely responsive and helpful. Going to Karyn for all of my tax and financial advice was the best decision I ever made for my business and myself. Forever grateful!!!

Nice people but very expensive for the services they provide. Be careful how long you chat with them on the phone they?re charging for every second. Very inefficient as well data was manually entered when technology could?ve been used. Cannot recommend.

The absolute best service. They are very thorough and have always been there for me. Even when I call a bunch of times. Thank you guys so much for making me feel safe and helping me grow my business. Appreciate all of you.

Inquired. Ignored. Disappointing.

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.