*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.*
802 W Pinedale Ave suite 104
Fresno, California 93711
Cassidy and his team were able to help us clean up the mess our previous CPA had put us in. Our previous CPA advised us incorrectly on many matters. Cassidy and his team have been able to clean up, and advise us on future growth. With his help we have been able to focus more on growing our business. We have had no more tax surprises since we moved with him. We know how our business is going throughout the year, and how much in taxes we are expected to pay by the end of the year. We have taken advanta
MBS has been a fantastic partner and teammate for Nexgeneral Construction. Cassidy and the team have helped us make informed financial decisions, given us valuable leadership in the areas of taxation and corporation, and generally been a great supporter of our business. I highly recommend MBS as a partner for any business.
Cassidy and his team are wonderful team to work with. Wether he did my personal taxes before I owned my business and now multiple business?s. MBS is one firm you can count on having your back as your grow and need that extra eye and professional advice. I would not just recommend MBS but demand you reach out before asking for help anywhere else for your accountant needs! Great team, great support and will be my accountant for long as I am doing taxes!!
Cassidy + the MBS team have been INCREDIBLE to work with as a small business owner. With little to no knowledge in accounting, and multiple avenues of revenue to track and balance, Cassidy took the time to really educate me and get my accounts where they need to be! Working with MBS has been amazing and so transformational for my business.I am now able to make better business decisions with their help. So grateful for MBS!
I've been working with MBS and Cassidy for about 6 years and have been incredibly pleased with the service, professionalism, and value that I've received. I own Delerio Construction business and I have used MBS for everything from tax strategy and advice to bookkeeping and consulting. They incorporate technology to make the process simple and efficient, and the staff is great and easy to work with. I can't recommend them enough and am sure I've found a professional CPA that I can trust for the duration of m
Our organization had an old accounting system that needed to be updated. I contacted MBS about migrating to Quickbooks Online and they said they could help. Riccardo helped us with the conversion, transferring data, and setting up connections with our payroll system. He was patient, flexible, and able to explain things so that I could understand what was going on. It has been great working with him. I am glad we started working with MBS and wished I had done so much sooner.
Best business decision I made in the past 5 years was switching my Accounting services to MBS. I've been in business for 21 years and every year for the first 19, wondered if I was being well represented with the federal and state tax agencies. Those concerns are over. Cassidy and his team are knowledgeable, trustworthy, and up-to-date on all new tax laws. I highly recommend turning over your books to MBS Accountancy Corporation.. You will be happy that you did.
Edie and Cassidy at MBS Accountancy have been instrumental in helping us navigate through tax issues and Quick Books problems. We are very happy with the ease of getting in contact with them. The entire group at MBS has assisted our business for years and has been an essential part of our success.
To say that I am satisfied with the services that Cassidy and his team of MBS Accountancy provides me would be an understatement! Cassidy goes above and beyond the ?call of duty? when it comes to providing me with accounting services, advising on different entity setups for my various business ventures and most importantly, as a real estate investor, his willingness and follow-through in helping me in dealing with lenders and providing them needed information for sometimes complex underwriting standards. If
I've been working with Cassidy and his team professionally now for several years. He provides prompt, courteous expertise whenever I call on him. His staff are always extremely helpful and go above and beyond. They use the most advanced technology to integrate with clients seamlessly. I highly recommend the team at MBS to anyone.
So glad we found MBS in 2021! They set up QBO so I can track my growing construction business and know exactly where my money?s going at all times. They take time to explain financial statements and answer questions so I understand what's going on in my business. They even send Loom videos to walk me through reports or answer questions! I feel like I have a much better understanding of my taxes and how to plan for what's coming up. I highly recommend MBS if you want monthly accounting that lets you focus on
MBS has proven to be the exact partner we needed to keep each business accurate and in order. From migrating our accounting from SAGE to Quickbooks, developing continuity within our Chart of Accounts across all companies, scrutinizing our monthly books for all 5 companies, constantly conforming to accounting reporting changes, always figuring out how to handle our "special" industry issues. We have thrown them many unique issues/problems and every time they come through. MBS Accountancy Team just ROCKS!!! A
Cassidy and all have been outstanding accountants for us for the last several years. Highly recommended!
Would be lost without MBS Accounting! Cassidy was beyond helpful. The professionalism brought to the table paired with honesty and integrity is truly refreshing. They are up to date on the newest laws and I definitely recommend to anyone in business looking for success and ease with their accounting and tax needs! ?????
I run a small junk removal business and I've been doing everything myself for years. My business is growing and I just don't have the time and expertise to handle a larger accounting system. I tried other accountants and I just never got the service at a level that Cassidy and his firm provide. Cassidy is a serious professional and treats his clients with over the top service. He has even hopped on a zoom meeting with me to go over details on a Sunday!!! I run my business the same way and to me, that tells
We have been working with MBS Accountacy for the last 5 years or so now, with Cassidy and others. They really work hard to assure they get you whatever they can, and they do what they can to save you money in the end. The staff is super friendly, I never have to leave my house, I can submit everything from my home computer, tablet or phone, super easy. Thanks again for another painless tax season.
MBS Accountancy helped me get my small business taxes in order, after having a bad experience with a previous accountant I was so happy with how quickly and efficiently MBS was able to organize and complete my taxes. They were able to help me clean up my quickbooks online and teach me how to properly add transactions. They even provided me with a secure ShareFile link to upload relevant tax documents, I really appreciate their technological savviness. They were always easy to get ahold of while sorting out
The Lao Veterans of America, Inc has been working with MBS for several years. Their services has been excellent. We are very happy with the quality services, especially our accountant who has been most helpful. Additionally, she was able to communicate in Hmong language with my Board of Director. My board was pleased with her work. We are looking forward to working with her and the MBS for the years to come.
Our small business has been working with MBS Accountancy for about 9 months. They have done a great job helping us get successfully set up with QuickBooks, financial planning and taxes. They are always very willing to help with me work through questions, planning and financials.
I was referred to the MBS group by a relative who was an intern for the agency a few years ago. I was in dire need of a new CPA and the recommendation couldn't have been more spot on. Cassidy and his group showed a tremendous amount of proficiency and gave me the peace of mind when it came to my neglected books. Primarily I worked with Maggie and she did a fantastic job getting my reports in order. When it came tax season, Christine lined out checklists which made the task a breeze. Cassidy came through in
The MBS accounting team is fantastic. They walked me through all the steps to get my business started. They took the time to understand what I needed and provided exactly what I needed to get up and running. I would highly recommend working with them. Looking forward to a great partnership!
I can't say enough good things about Cassidy and his team at MBS. Always available, always friendly and super efficient. I'd recommend this firm to anyone looking for a truly professional experience with an extremely friendly and helpful staff. Cassidy is a rare find!
As a small businessman it is important for me to do what I do best and let other tasks like bookkeeping and accounting be handled by others who know that function better than I do. MBS provides excellent and professional bookkeeping and accounting services and is always willing to help me understand the process. For almost ten years, MBS has been my source for exceptional accounting service.
MBS is a definite asset to any business who incorporates them into their team. Riccardo and Edie have been nothing but a pleasure to work with and are always friendly and helpful when we call. Thank you for being there MBS!
I have worked with Cassidy and team now for over a decade and he's been a tremendous asset to many different business ventures of mine. I've always had the peace of mind that my CPA needs are completely covered at all times. Love me my MBS!
Cassidy and his team were professional, prompt, thorough, and extremely helpful. Their turn-around time for me is spot on, they really helped me get a handle on my taxes for my business and personal, LLC filings, and even provided me some solid advice about planning for the future as I am learning to become a CFO. One thing I liked in particular was their documentation and instructions after submitting all my information, it was very clear and thorough. Can't say enough great things about my experience, an
The MBS accountancy team is great! I recently had an issue with a payment I should have received. Both Nancy & Riccardo knew exactly what to do & helped me resolve the issue in a timely manner. They were very responsive to my emails & clearly walked me through everything. Thank you!
After previously working with 2 other accountants, I now feel at ease having Cassidy and his team do my personal taxes, corporate taxes and book-keeping. Not only is it an enjoyable experience talking to Cassidy and Riccardo, I also trust that he will give me good advice, for example he taught me how to save money through the pass through entity tax.
I have a small manufacturing business on the Central Coast. I used to have an accounting firm that handled my bookkeeping and filing needs that, as I found out over the years, was rather deficient and the mistakes they had made with filings caused me a lot of headaches with the IRS (if they mess up, I'm still responsible - go figure). Worst of all, whenever a problem arose, I could not get through to the main accountant - the only one in the firm who made the decisions - he burried his hand inthe sand, so
Cassidy was extremely helpful in our initial consultation. He gave us so much information and pointed us in the right direction. He was really confident in his answers to our many questions. We really felt taken care of. The website had a lot of information on it, the office had parking in front of the building (in downtown Fresno!), and the people we met in the office were very nice and helpful.
We moved our business to Cassidy last year and it couldn't have been a better move. last cpa wasn't nearly organized, knowledgeable or professional as Cassidy. Cassidy got us organized, set up online with QuickBooks, found some serious deductions that were missed and helped us reorganize our finances. I woudl give him 6 stars if I could.
I operate a small local 501c3 animal rescue and needed to rectify some IRS filings . Due to the previous CEO's accountant that didn't take care of much anything. The paperwork was new to me and I wasn't sure where to begin. I reached out to several agencies and nobody had any CLUE on what to do. I was on my last rope. Luckily, I found MBS AC and Mr. Ricardo Vallejo was able to provide great insight and guidance on how to approach our dilemma. Unfortunately, the pandemic affected us and we were not able to p
As a small business owner and stupidly setting up my Intuit books myself, Cassidy and his team came to my rescue and set me on the correct path. This was many years ago, and they continue to navigate the scary world of accounting and TAXES for me. Highly recomended.
Cassidy and his team have consistently exceeded my expectations year after year. They always make the process very simple for me and have helped me get everything I need in a timely fashion. They are all very polite, professional, and incredibly knowledgeable.
I needed help with setting up my S-Corp and wanted to make sure my chart of accounts was set up correctly. I looked for a Pro Service advisor and they were able to fit me into their schedule within a week. If you need someone to help you get started with QB online, they are a resource!
As a startup nonprofit we have had a lot of questions about our finances and getting our books tightened up. Edie, Ricardo and the rest of the team working with non-profits has been wonderful to work with and has provided supportive information to help us stay in good fiscal health and in compliance with state and federal regulations.
I have been going to MBS for tax assistance for years and they always knock it out of the park. You will not find a better small business: highly professionally, extremely responsive and generally great to work with. Thank you MBS!!!!
I have been with MBS for 5 years. Can't say enough about the professionalism, knowledge, and customer service. I appreciate the hard work they put into all my accounts. I would most definitly refer them for accountancy needs.
If you are looking for exceptional accounting services, MBS Accountancy is your best choice! Experts in working with non-profits, great customer service and always very friendly and professional.
I'm so glad I found MBS we had used another accountant for years and didn't feel like we were getting the support and knowledge we were paying for using QuickBooks we felt limited to the companies that could help us with both services Maggie is guru when it comes to QuickBooks and settled that thought really quick I would highly recommended MBS very quick responses to question with professional answers and always willing to help and teach the right way of doing things
The team at MBS Accountancy is a class act. They consistently go above and beyond for clients!
Love MBS! We've been with them for 5+ years and couldn't imagine working with a better Tax and Book keeping company.
Excellent all the way around! Love working with MBS!
Knowledgeable, friendly staff. Easy to understand instructions and programs. I recommend them to everyone!!!!
Very unprofessional & zero communication.
MBS is great! They are always friendly and helpful.
Professional, efficient, friendly. Everything you need to do business effectively.
Excellent staff, very professional and friendly to work with.
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.