*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.*
2251 Florin Rd #146
Sacramento, California 95822
They are quick to take your money and Help you file your taxes. Good luck getting them to help you with anything after that. Never received my state refund for 2023 and Have been trying to get a hold of them since last year.
I been goin to max tax for 2 yrs now they honest and respectable people and I will refer anybody to them
I went to Max refunds on February 22, 2024 and was promised I would receive my refund in approximately two weeks. First check came in March. I was told it was the check for 1771 which was a lie. It was a check for 2094 of which I only received $500 upfront and $1000 a week later, that's a little short of 2094 then I received a letter in the mail from franchise Tax Board stating I never they never got my 1099 so I had to resubmit my taxes so my check wasn't done through franchise Tax Board until June 6 when
I learned about this Black owned family business in about 2020 and haven't looked anywhere else since. The mother and son duo are just amazing and I they've treated me like the long lost niece they always wanted from day one. More importantly they help me to recieve the most tax refunds ive ever seen since I started filing taxes many years ago. 10 thumbs up! ???? ?? Thank you MaxxRefunds for your loyalty and support!
I've been with him for many years, and I've referred a few people! My experience is that he's very professional. He makes sure he gets you back the Maxx!! I recommend you check him out you won't be disappointed.
This was my 2nd time having my taxes done with Maxx Refunds and I've had great experiences both times. It's a great choice plus it's a local black owned business. See you next year!
Stopped by Maxx Refunds to get an estimate on my taxes because Turbotax wasn't providing me the help I needed. Cheryl the Tax preparer helped me get a higher tax refund, she was very efficient with answering my questions and I had no issues filing. Received my refund in less than 3 weeks. Thank You very much. Happy and a satisfied customer.
Great place great people. They make you feel comfortable when filing your taxes. This is my second time filing with this company. I gave a bad review my first time around just because of the $40 referral, but this time around I can say I am 100% happy with everything. Thank you Dre for all your help.
Super recommend. I've been doing my taxes here for over 10 years and I'm very satisfied every single time. Dre do me right every time. Loyal customer for life.
Great customer service , fast friendly service. I've been doing my taxes with them for the past several years and they always go above and beyond to make sure They explain everything and I get my maximum refund. There was even a year when someone stole my identity and it was the most difficult experience but they were so professional and went above and beyond to make sure I knew the steps and process to get my refund even after most tax places close they still stayed in contact and I still got my refund ye
This is the first year I have gone to Maxx Refunds and I must say they were very friendly and helpful and mostly Professional. My taxes were done in a short period of time .I didn't make an appointment I just walked in waired a few minutes before Me Watson called me. Ms Watson prepared my taxes and I am so pleased with their service She gave me professional advice and handled my taxes with ease. Thank You Ms Watson at Maxx Refunds
There Scammers this place is a joke run fast. Never coming again have to go fix my taxes after they charged me over a thousand and refuse to help.
I went to Maxx after being mistreated and having my taxes mishandled by California Check Cashing. Maxx turned everything around so quickly and was very responsive when I had questions later. I don't know about you but I can't stand it when I get my taxes done somewhere and cant get a hold of anyone anymore afterwards. The entire staff is friendly and professional. 5 star service!
Maxx Refund is the Bomb.com From the 1st time walking throught their doors, You feel the Good Energy and Vibes of the Employees;Professional! They Have Me in and out! and on my way!! And got me the "Maxx Refund" on my Return. For all your tax service needs i recommend "Maxx Refunds"??
Cool atmosphere, good company, and they got me a lot more than even I was hoping to get. Good on ya, these folks are the best.
Very good customer service nice and friendly people and fast service Definitely coming back next year Love the people there Tiffany and Andre as well as Ms.Cheryl anybody looking to get their taxes done I recommend going to maxx refunds you will love it i will be back next year
I wouldn't recommend very unprofessional, they don't listen to you and will provide false information. They charged me 1,200 dollars, I called to correct them and they refuse. Please go somewhere else. This place is not it.
I went into this office for a quote on how much it was going to cost me to file with them. The lady was really nice and even offered me some champagne. We got to talking about gambling winnings and family members who won big. After she finished my taxes and it was time to electronically sign the form, I asked how much was this going to cost me. She told me that it was going to cost me $230 dollars and if that was going to be ok. I answered that it was a little high but let's go ahead and file it ( going for
I was greeted as soon as I came in the door sign my name And in no time I was getting Help it was fast and Cheryl was very helpful To be honest it felt like I was family exactly how you want to feel when someone?s handling your money Maxxrefunds see y?all next year
My husband has been going here for years so I wanted to get my taxes done here to see why he has been so loyal to Maxx Refunds, and I must say they are professional, I love how they really make you feel welcome when you come in, the lady that did my taxes name is Tiffany, she was really helpful, I had questions and things that I didn't understand and she was able to give me all the answers I needed,if you need your taxes done please go here, not only are they a Black Owned business, they are professional an
I love coming here I have been coming here for 8 years and they have always took care of me, I love the environment and how they take care of me, Tiffany is always so helpful and cheerful I can tell she loves her job and enjoys being here, if you need your taxes done make sure you ask for her, and the owner Andre Is such a good dude and such a professional love this place I recommend this tax place over any other tax place Mamba out ????
Second year in a row going there. Very friendly people great atmosphere. They were quick and efficient. We'll go back for my third year. Definitely a place I would recommend to my friends.
I was referred by someone to come to this place. The referral told me that she received the Maxx Refund on her taxes. I entered into the store and I was greeted by two women and offered champagne. I sat down with all of my information ready to get started. They told me they could get me the Max refund. I was told an amount of how much I would receive. I received a call the next morning and I was told I would be receiving a lesser amount. I went back to pick up my W2 at the Maxx Refund office. When I went in
Came here as a walk in. The ladies were very helpful and friendly. They took the time to help me with all my concerns and questions. Would HIGHLY recommend!!!! They even had refreshments while i waited.
I've been coming to Maxx Refunds for a few years now and I'm pleased with the level of professionalism they provide each time I walk through the door, I will never allow any one else to do my taxes.
I really care for Maxx refunds they are very caring gave me a nice greeting an refreshments I also was given a free vacation and was given a loan in advance this tax service I would recommend to anyone Thank You so much Maxx Refunds
Great customer service, the owner Andre was a delight to work with! Very down to earth guy, very hospitable and all around great business owner! Merry Christmas!
fast, efficient i?ve been getting my taxes done here for years and will continue to come back!
Customer service excellence! My third time in a row coming, always feel welcomed as a customer they really helped me out , real honest people.
We had an awesome experience. The service is great. We will definitely have them file our taxes again!
Great customer service very nice people, refer a friend get $40 I love it .most definitely will be keeping them as my tax place ??
I've been coming to them (Andre and Tiffany) for years they've always been polite and very helpful! I highly recommend them!
The worst text year EVER I will NEVER do business with this place again. They give you the run around. They act like they dont know the answers to your questions. I'm just over this place I will never recommend anyone to file here
Tiffany was awesome and amazing preparing my taxes I will definitely come back and highy sggest that you get your taxes done
This place has amazing service. The people are vibrant and there welcomed greeting makes you feel right at home. ????
Miss cheryl did an amazing job will be returning. Very comfortable and reliable people.
Been with them for years , andre?s mother is amazing will always refer people to her .
Tiffany, Andre, and Andrea mother are great. This is your tax place for all times! Remarkable service!
Andre is the best. I will recommend him to all friends.
She was great filled my taxes quick she really helped me get the max she very helpful I'll be back next okurrrr
I have be filing my refund with maxx refund for the last three years and they are the BEST. Thanks Maxx refund family.
They really take care of u n make sure u have everything to get wat u need to get your taxes back very good people that care
Great experience I have ever year with them so far! Looking forward to working with them in the future.
Great people great service my family has been dealing with Max refund for 5+yrs
The service here is both professional and friendly pretty much everything you would be hoping to find when you walk in, it's all there.
They are wonderful people very helpful and Andre his mom and Tiffany are just the best
Maxx Refunds is a great place to get your Taxes done in a fast professional timely manner ????????
Great and rapid results year after year! Go get your taxes done if havent yet !!!! Guaranteed great experience!
Maxxrefunds Is a wonderful place to have taxes done the atmosphere is nice ask for Cheryl the owners mom she is wonderful
Great place and people always really inviting every time I visit??. I would highly recommend this place.
Very nice and sweet staff. Helped both me and my brother. So sweet.
I thought this time around would be different but its not . I give this place one star . I don't think ill be comming back any time soon . i don't even feel like a customer .
Been coming for 2 years never have any problems will be back next year:)
Best place I've gone to in my years of filing taxes. Will continue to do so
Wonderful customer service and great places for gagets for kids. N books ect..
Best in the business. I needed tax help any miss Sheila was right there to help me ??????
Best Tax Service , quick easy and affordable!!!!! Highly suggest talking to Sheryl ??????
Tiffany was quick and friendly! Would recommend to friends and family!!
Such awsome people!!!! Great customer service....
Very nice lady first time here love it
Great customer service and very helpful information.
Get your taxes back fast and love their business
Love themthey are nice and its in and out
There just like family all smiles
Customer Service Was Phenomenal
Thanks for my 40$ refund !!
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.