*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.*
1988 N D St
San Bernardino, California 92405
Pam?s Tax Service is absolutely fantastic! Pam was incredibly helpful and made the entire tax process feel easy and stress-free. She walked me through everything with patience and clarity, answering all my questions along the way. It?s clear she truly cares about her clients and goes above and beyond to provide top-notch service. I highly recommend her to anyone looking for reliable, professional, and friendly tax help. Wonderful experience from start to finish!
Pamela is absolutely amazing! This was my first year using her and I loved her and her service so much I plan on using her for years to come and have already referred her to numerous people. She is very experienced and knowledgeable while also being super friendly! She moved super quick with my taxes and was very responsive, answering all my questions and addressing my concerns. She is great with any and all tax needs given her multifaceted experience working with the IRS. She helped me enormously in handli
Ms. Pam has been doing my taxes for several years. She?s very professional and personable. She always goes above and beyond to ensure she delivers the best possible service. I wish more people treated their clients like she treated me. 100% recommend!
Working with Ms. Pam has been one of the most impactful blessings in my life. She has helped me tremendously in getting my ducks in a row?especially when it comes to my finances and taxes. What once felt overwhelming and stressful has now become manageable and clear, all thanks to her guidance and incredible expertise. But Ms. Pam is more than just someone who helps me with the numbers. She?s been beyond generous with her time, her wisdom, and her heart. Through this journey, she?s become so much more than
I got my taxes done by Ms. Pam for the first time and she is wonderful. She's very knowledgeable and was able to explain the tax concepts I wasn't aware of. It was a pleasure getting services from her, and I look forward to working with her in the future.
I'm so glad I found Ms. Pam for my taxes! She made the whole process super easy and less stressful than I expected. She knows her stuff, breaks things down so it actually makes sense, and makes sure you're getting every dollar you deserve. Super friendly, super professional, and just a pleasure to work with. If you need your taxes done right, go see Ms. Pam.
Ms. Pam always goes above and beyond for my wife and I. We have been using her services for years now and have always been impressed. She is super knowledgeable, honest, trustworthy and always answers all of our questions and concerns. Thanks Pam!
Ms. Pam is completely amazing. I love coming to her, u will never regret it. She?s very professional and caring. She will make sure she does all she can to you get your total refund ????
Ms.Pam's tax service is professional and reliable. They provide customers the reassurance we need to know that they are well informed with tax laws.I value their time and effort they give each customers they service. I will definitely be returning.
I had a professional experience with Pam income tax service from start to finish. They were knowledgeable and very helpful. I am very grateful.
If you are looking for a great tax preparer Ms.Pam is the way to go.She was so attentive and made sure all my needs were met.I felt like I was her number one priority.She is very good at what she does.
I been struggling with my taxes for years. But Ms. Pam help me with my taxes in amount of weeks. I highly recommend her.
Ms Pam has done my taxes last past 3 years she don't miss a beat She's hospitable efficient and inexpensive she well organized 5 stars and I'm returning next year
Great service and warm hospitality would definitely recommend very timing with tax services and helpful there when you need her an after she?s been doing my taxes for about 5+ years now
I've been to different places and this place is hands down the best tax place she helps you through the whole process and made my tax process stress free no hidden fees other tax places would say one price and I would get a different amount highly recommend this place.
Professional and polite, And she really knows what she's doing, I've used her tax service for a few years now,The first year I used her Tax services , She redid my taxes after I used another tax person, And she found a lot of mistakes, I'm very glad to have found her
Ms Pam?s Taxes Service is Amazing and she?s an incredible person as well I will forever remain her Client
Polite very nice woman and gets it done fast and in a hurry very chill down to earth vibe very friendly and got a good personality will definitely help you out thank you Ms Pam!
She was very professional and nice to talk to . Also has a lot of experience to help you with what you need.
Great customer service! Ms. Pam is patient and very thorough.
Excellent Service.... ????
(Translated by Google) Very friendly, very fast, very good work.. speaks Spanish and spectacular service ?? the best of the best, thank you for your attention MS. Pam!!!! (Original) Muy amable muy r?pido muy buen trabajo.. habla espa?ol y un servicio espectacular ?? lo mejor de lo mejor gracias por su atenci?n MS. Pam!!!!
(Translated by Google) I have been with Pam Tax for more than 16 years, good service and she speaks Spanish. I recommend her, good service and professionalism. (Original) Llevo mas 16 a?os ms pam tax buen servicio y habla espa?ol te la recomiendo buen sevicio y profecionalismo
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.