*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.*
5356 Clayton Rd #211a
Concord, California 94521
My wife and I have been working with Jeff for several years on our tax return. He is both efficient and VERY knowledgeable so our return is always completed on time and to our best possible benefit. We highly recommend Jeff to anyone in need of tax assistance of any kind.
Jeff is great! Went to Mt. Diablo Tax Pros. for the first time and will being coming back for years to come! He helped my husband and I complete our tax returns with no fuss. Made us feel comfortable and walked us thru everything. He is a trustworthy guy who likes to do his job right. Thanks Jeff! This is a new review for 2018. Once again Jeff has done our taxes and we couldn't be happier. He will continue to be our go to guy! He explains everything, answers all questions and gets taxes done promptly! Than
I had a phenomenal experience working with Jeff. He is a subject matter expert and was able to answer all of my questions. His customer service standards are excellent. He has a patient personality and is very flexible with his schedule. Not only did he take the time to answer all my questions, but he took the time to explain the different options i had, ran my numbers using both standard & itemized methods to help understand which route would bring me the bigger return. He is worth every penny and then so
After many years of using another tax professional, we felt it was time to make a change. So three years ago, we made the change and started using Jeff at Mt. Diablo Tax Pros. Since we own a business, he prepares our Corporate Returns, as well as our Personal Returns. He is diligent in making sure he asks questions that might uncover additional deductions. And, when questions have come up, after filing, he is there to help us understand what needs to be done in order to resolve them. He also advises us
Jeff is so awesome! My wife and I just filed for our first income tax together. He explains every little detail which my wife and I appreciate so much. Very professional, helpful and understands our situation like it was his own.We will recommend him to our friends and family. For sure we will be back next year!
I've been working with Jeff and Mt. Diablo Tax Pros for going on 8 years. Jeff is easy to work with and has a true understanding of tax laws. He gets my taxes done quickly and effortlessly. I can't say enough good things. If you don't have a tax professional pick Jeff!
Jeff has been our tax guy for about 5 years and he is great! It is always a fast and smooth process each year,taking all the headache out of tax season. I would highly recommend his services to anyone looking to have their taxes done.
I have been seeing Jeff Rondini for many years. My whole family see's him as well. Jeff is very professional and it is clear to me that he always has my best interests in mind. He is knowledgeable and I trust him to do my taxes because I know it will be done correctly. I actually really enjoy having Jeff do my taxes because it's like meeting up with a good friend and catching up on what has happened in the past year. Go see Jeff Rondini, you will be happy you did!
I have worked with a few other accountants through the years. Jeff by far is the most responsive and is diligent in understanding all of the details that go with filing. I needed help with self employment questions and he responded quickly and with details. He really seems to care about providing correct and pertinent information, and is thorough. I highly recommend working with him. I appreciate that he is available and doesn't leave me without answers. It helps with the stress that comes with taxes
Been using Jeff for years with filing my taxes. He always makes sure to take a comprehensive look at everything and get back the most money as possible while still remaining affordable. Will be following him to Mt. Diablo Tax Pros this tax season - definitely goes the extra mile in everything he does! I highly recommend!
We've been using Jeffrey to do our taxes, for quite a few years now. We couldn't be happier with results. We have special needs regarding our returns, and he makes it simple. Great communication , very timely, a real professional , and a hell of a nice guy. Looking forward to doing business with Jeffrey agian, soon.
I made an appointment to ask some questions about filing my taxes and about my deceased father's taxes. Jeff was very knowledgeable, forthcoming and completely honest. He took time to talk with me at a time when he didn't have any and did not pressure me to use his service. I highly recommend this office!
I needed help with my taxes that TurboTax couldn't provide, so I got in touch with Jeff. He was able to fit me in around a full schedule, and take care of my return in under an hour. Highly recommend!
New to Concord and went on to Yelp. Found Mt Diablo Tax Pros and read all the reviews. The one that convinced me to give Jeffery a shot was when one gentlemen asked for a quote at 1:30 in the AM and was upset they he did not hear back until 6:00 AM the next day.... He then proceeded to post of screen shot of their correspondence. Jeffery responded in short it's very difficult to give you an accurate estimate since you have not told me any info about your situation, how many w2's are you single, IRA's, do
Jeff by far is the best tax preparer ive been to. He explained every paperwork filed and is very professional and knowledgeable. I would recommend him to any one looking to get their income tax paperwork filed correctly.
This is my 2nd year with Jeff, and I am as impressed this year as I was last. He responds quickly, answers questions throughly, and assures you of the right choices to take when filing taxes. One painless appointment and your taxes are filed quickly and precisely. I appreciate his advise and support!
After reading Jeff's stellar reviews we decided to give him a shot and so glad we did! Great to work with, highly recommend.
I would use them as subcontracotrs.
(Translated by Google) Jeff is very professional when it comes to tax returns. He explains the work he'll be doing very well and offers helpful suggestions along the way. He helped me with a tax return from last year, and the process was straightforward. He's also kind and fun to be with. (Original) Jeff es muy profesional en cuanto a la declaraci?n de taxas, explica muy bien el trabajo que realizar? y brinda sugerencias ?tiles en el proceso, me ayud? con una declaraci?n de un a?o pasado y fue sencillo el
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.