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MBA Taxes, Inc

MBA Taxes, Inc

Reviews Summary

The reviews consistently praise the tax preparer for exceptional professionalism, responsiveness, and expertise. Clients highlight her thoroughness, affordability, and ability to simplify complex tax matters, making the process stress-free. Many appreciate her friendly demeanor, quick service, and reliability, with several long-term clients strongly recommending her for both personal and business needs. Her decades of experience and nationwide service are also noted as standout qualities. Overall, satisfaction is overwhelmingly high, with nearly perfect ratings.

About This Listing

Bookkeeping
Accounting
Audit
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

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
Audit
Business Consulting
CFO Services
Tax Preparation
Tax Planning
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

1767 Goodyear Ave # 104

Ventura, California 93003

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-5PM
Tuesday 10AM-5PM
Wednesday 10AM-5PM
Thursday 10AM-5PM
Friday 10AM-5PM
Saturday Closed

Customer Reviews

Having grown up in Ventura county, I can say that it has a small town feel. Kathleen takes that small town feel providing exceptional service locally and has expanded her tax practice nationwide. Highly recommend MBA taxes for their professionalism, experience and trustworthiness!

??? MBA Taxes, Inc., led by Kathleen Miles, offers professional accounting and tax services in Ventura, California. With over 35 years of experience, Kathleen and her team provide comprehensive services including bookkeeping, tax preparation, auditing, and business consulting. Clients appreciate her thoroughness, professionalism, and commitment to alleviating the pressures of managing finances. A trusted choice for individuals and businesses seeking reliable financial guidance.?

I presently operate a retail business in three markets in Southern California. I've been using MBA Taxes for over five years now. Kathleen has always been very responsive to all our needs. I am very pleased with my decision to switch to MBA Taxes. We had a long-standing relationship with another accounting firm for over 30 years until they retired. I interviewed 8 different accounting groups before I chose MBA Taxes, and I am extremely happy with the decision.

This was the fastest I've ever had my taxes finished even after submitting them to MBA Taxes late in the season. Kathleen is professional, friendly and quick to respond to questions. I highly recommend MBA Taxes!

Kathleen is absolutely amazing, and I cannot recommend MBA Taxes enough! She has significantly reduced the stress of managing taxes for both of my businesses. Her communication is outstanding?she's always clear, responsive, and incredibly helpful. If you're looking for a professional tax preparer, Kathleen and MBA Taxes is the way to go!

I have used MBA Taxes Inc. for over 15 years and could not be happier with the service. Kathleen is always professional, prompt in responding and ready to offer guidance when requested. I appreciate her knowledge of tax laws and her ability to explain them so I can understand it. I highly recommend her services!

We've been using MBA Taxes in Ventura for a number of years. Kathleen is always responsive to our questions throughout the year, and is great to work with during the filing process. Would highly recommend!

Kathleen is an exceptional bookkeeper! I've had the pleasure of working with her across several of my businesses, and she consistently delivers top-notch results. She's fast, cost-effective, and incredibly knowledgeable. Most importantly, she's a great person to work with. I highly recommend Kathleen to anyone in need of reliable and professional bookkeeping services!"

Kathleen filed our LLC Federal and State taxes in a very professional manner for several years, on time and on budget.

It's hard to find a tax preparer who is professionally adept, warm and friendly, and also quick and responsive, but you get all of these things with Kathleen.

I have never been happier with a tax preparer in my life. Very professional and prompt. I have always been made to feel comfortable asking any questions and I receive a quick and honest answer. MBA prepares our corporate and personal taxes.

Kathleen is an excellent and affordable accountant with a great wealth of knowledge for personal and business needs.

Fast, accurate, knowledgeable...everything I was looking for.

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.

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