M & D Consulting Services

M & D Consulting Services

Reviews Summary

The reviews consistently highlight exceptional service, professionalism, and expertise in accounting, financial planning, and business registration. Customers praise the team's responsiveness, trustworthiness, and dedication, noting significant business growth and improved organization. Many emphasize personalized advice, reliability, and peace of mind in handling finances, taxes, and payroll. The firm is highly recommended for its friendly, knowledgeable approach and commitment to exceeding expectations.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
Restaurants
Hospitality
State-Specific Experience
Bilingual Services

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
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
Restaurants
Hospitality
State-Specific Experience
Bilingual Services

Contact Information

Address

14156 Amargosa Rd G

Victorville, California 92392

Hours

Sunday Closed
Monday 8AM-12PM,1-5PM
Tuesday 8AM-12PM,1-5PM
Wednesday 8AM-12PM,1-5PM
Thursday 8AM-12PM,1-5PM
Friday 8AM-12PM,1-5PM
Saturday Closed

Customer Reviews

M and D consulting with Maria and her team are AMAZING!!!! the most responsive and trustworthy of companies to deal with. They go above and beyond the opportunity to service all companies. The team is amazing and really the most reliable company in the surrounding area.

(Translated by Google) Excellent service Since hiring your accounting services, my business has experienced significant growth and everything has become much more organized. Their team has been very professional and dedicated in their work, making sure that all my finances are in order and that all tax and accounting regulations in California are met. Thanks to their experience and knowledge, I have been able to focus on my business and its expansion without having to worry about accounting complications.

(Translated by Google) Hi everyone! I just wanted to share my experience with this amazing accounting firm. If you're a small business owner, you should definitely consider their services. They've been a great help with my business taxes and provided me with personalized financial planning advice. They've truly contributed to the growth of my business. The team is very friendly and professional, and they're always willing to answer any questions. Highly recommended! (Original) ?Hola a todos! Solo quer?a co

(Translated by Google) Your financial advice has been especially valuable to me. Thanks to your help, I have been able to strategically plan the growth of my business and make informed decisions about investments and expenses. Additionally, their team is always available to answer any questions or concerns I have about my finances, giving me peace of mind and confidence in my business. (Original) Su asesoramiento financiero ha sido especialmente valioso para m?. Gracias a su ayuda, he podido planificar est

(Translated by Google) Mar?a is an expert, her treatment was excellent, she and her team help me month after month with the payroll of my business. I highly recommend her! (Original) Mar?a es una experta, su trato fue excelente, ella y su equipo me ayudan mes con mes en el payroll de mi negocio. ?La recomiendo ampliamente!

(Translated by Google) Excellent service, we hired them to register my company in the EU and be able to offer my services legally, super professional (Original) Excelente servicio, los contratamos para dar de alta mi empresa en Eu y poder ofrecer mis servicios de forma legal, super profesionales

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.