*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.*
72650 Fred Waring Dr #202
Palm Desert, California 92260
We employed the firm of Newell Taylor to complete our tax return and provide general tax consultation. We received excellent service from their knowledgeable staff. We worked directly with Tim Taylor who demonstrated the utmost professionalism and trustworthiness. Specifically, he offered clear explanations, timely responses to inquiries and was very giving of his time all while maintaining a friendly and cheerful demeanor. We would not hesitate to recommend Taylor Newell for all your tax needs, and loo
I had the pleasure to have Newell Taylor help me this year with my personal and business taxes. I specifically worked with Tim who was exceptional in every way! He communicates effectively, had a sense of urgency, highest level of professional, work ethic second to none and showed he cares. I am glad I met him and his team this year as they were a world apart from previous experiences with other companies. I look forward to continuing doing business with them. I give them my highest recommendation to anyone
I have been using Newell Taylor Accounting to prepare my Trust Tax Return for a few years and am really happy with them. Steve Newell is a pleasure to work with. If you call or email, you get a prompt response. The Tax Return is done very promptly and the price is fair. This firm is really professional! I look forward continue working with them for my Tax Returns!
Newell Taylor has been my accounting and investment firm for both personal and business needs for seven years and counting. I find that all of my accounting and financial needs are met by this team of professionals. They proactively identify potential tax issues offering strategic solutions to such, as well as develop both short and long term plans to maximize financial growth. They are highly reliable, meet all deadlines, and communicate complex accounting issues that may arise. Their timely and sound
I can?t recommend Newell Taylor CPA enough! Steve and Tim have been awesome to work with. They?ve handled everything for us over the years?our tax returns, payroll, and all our business bookkeeping for a team of about 15. They?re not just experts; they?ve really guided us in the right direction to stay prepared for tax season. If you?re a small or medium business looking for top-notch support from people who genuinely care, Newell Taylor is the way to go.
What a fantastic experience we have had with Tim and Steve at Newell Taylor. Super friendly, helpful, capable, and available, they have made our complicated tax situation painless. We can't recommend them enough!
I've been using their services for my business for many years now. I have them on retainer. They take care of my taxes, and also my payroll, and any other paperwork that the IRS requires along the way. They are great. A pleasure to work with. You will not be disappointed in them.
We have been using Newell and Taylor for years. They truly care about their clients and offer the best customer service. I highly recommend them.
Steve Newell has always been responsive to me and my wife?s accounting and tax needs, and he has always gone above and beyond to do extra research on better ways to lessen our tax burden.
I?ve been working with Newell Taylor for over 4 years now and I couldn?t be happier with the service and professionalism. I run a solar and electrical company and have been steadily growing over the past 5 years. They have helped me expand my operations, tax strategies, payroll, and answered any high level accounting questions I had. I appreciate them continuing to help us grow and would recommend them to any business looking for a great CPA and accounting firm.
Love that I am able to call anytime through out the year and get answers to my tax questions. I really appreciate the emails with updates to any tax changes that occur. Plus the customer service is always great!
Steve and his team have been doing our company's taxes for five years. He's been highly responsive, strategic, and has brought valuable information that has served very well for our business. Highly recommend him if you're a business owner.
Steve and Tim are wonderful and very helpful! They have made my life so much easier when it comes to taxes and managing my business. Thanks!!
Stephen Newell was very professional and competently advised on multiple, cross-state tax issues - both for our individual filings and for our business. Patient and responsive to all concerns and easy to communicate with!
Very pleased with the accounting services from Steve Newell as are all my friends who I have referred him to. Takes a lot of pressure off me as a small business owner:).
Tim and Steve have helped me get my business under control. When we started growing rapidly I was lost and they helped me understand everything I needed to get done.
They?re always a phone call away when i have questions or need help. Very professional, knowledgeable and reliable. I highly recommend their services
Great service, kind people. Very understanding of peripheral circumstances affecting their clients. Staying with Steve
I consider myself most fortunate to have chosen NEWELL TAYLOR to handle my financial well being.
Awesome team with lots of knowledge. Everything is done professionally and in a timely manner and communication is stellar highly recommended.
Great people at Newell Taylor. They can get your taxes done right and help your business make the right decisions to succeed.
Steven is so great to work with in handling all our tax needs
Steve and Tim are incredibly helpful! Always going above and beyond to assist not only with tax information but explaining the process of things so clients like myself can fully understand!
Really great company. Extremely helpful and knowledgeable. Definitely would recommend to anyone. Thank Guys!
A+ got me a huge refund and quick!
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.