*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.*
32605 Temecula Pkwy #312
Temecula, California 92592
I've been working with Harold and his team for over 10 years for both business and personal accounting needs, and I couldn't be happier. Their professionalism and attention to detail are unmatched. They consistently provide excellent communication, keeping me informed and making complex processes easy to understand. I always feel confident that we are in capable hands. I highly recommend their services to anyone seeking reliable and knowledgeable financial guidance.
The team at Newman Tax & Resolution Inc. provides great service! They are knowledgeable, promptly respond to emails and I highly recommend them for all your tax needs.
I have been using Harold Newman for the last 3 years. They are extremely knowledgeable in all things tax related and more. The entire staff if very friendly and helpful. I would recommend Newman Tax Service to all.
We are a new client for only 2 years. The agents are very thorough, knowledgeable, thorough, and professional. The support staff is also very kind and friendly with a quick turn around response about questions & issues.
My husband and I have used Newman Tax Service for more than 10 years !! The staff is always courteous, helpful and with smiles on their faces. Harold really knows his "stuff". Although we could probably do our taxes ourselves--we know that Harold will always do a great job for us. He answers all our questions, never rushes us. We highly recommend Harold and his staff to anyone wanting a good, honest job done.
OUTSTANDING CPA SERVICE, KNOWLEDGEABLE,RESPONSIVE,AND HELPED ME SAVE ON TAXES.HIGHLY RECOMMEND
Harold has been doing our taxes for the past few years and he's always done a great job! He definitely knows his business. He is very personable and his staff is always very friendly. I would highly recommend Newman and Associates.
Harold Newman and his staff has always been topnotch. We've utilized his services for over 10 years and he's always provided great service, his staff is professional. My wife and I have made dozens of recommendations!
Harold (and of course his staff) is/are top notch. Harold really watches out for his clients, explains things in detail as to what and what not to do, and guides one to the future in regards to taxes and accountability. Extremely resourceful and professional, I refer whomever is willing or questioning their current Tax Advisor, and looking for a change. Thanks for all of your help over the years, gang!
I have been a client of Harold's for nine years. He is very professional. He even helped resolve a mistake the IRS made from a previous tax year without charging me. That's class! It's no wonder why he is so highly rated.
My husband & I been going to Harold for 7 years. Our tax guy before Harold Screwed up our tax where we had to pay back $5,00.00 because of his mistakes. Harold helped us in that ugly mess. The first year with Harold our $5,00.00 was paid off with $1,00.00 coming back to us after the payment of $5,00.00 was paid. Ever since that year we been getting refunds to us. Not us owing the IRS. Harold knows what he's doing. His staff is really friendly. Everything he does is honest and legit.
My wife and I have been clients of Newman Tax & Resolution for more than ten years and the service that Harold Newman has provided is nothing short of priceless. Now that we are planning for retirement, Newman is providing both of us the professional advice that will insure that we will make the best financial decisions that will give both of us peace of mind knowing that finances will be our least concern as we prepare for retirement. Newman Tax & Resolution is deserving 10 STARS.
My husband and I have been customers for 10 years or more and we have always been pleased with the work that has been done for us. The staff is always friendly, helpful and pleasant. We trust the work that has been done and appreciate the efficiency and promptness we have always received. This office is well organized and informed and we will keep coming back. Thanks for the good work
We have been using Harold for about 5 or 6 years. He has done an outstanding job in our dealing with the I.R.S. and the F.T.B. He has gotten past issues concerning past taxes removed. Harold knows his business and is a valuable asset to individuals and businesses.
My husband and I first interviewed Mr, Newman in 2008 with a complicated Partnership tax problem that had been caused by a former tax consultant. Mr. Newman untangled the mess and has been on track since. After my husband passed, Mr. Newman spent time educating me compassionately and I was never charged. The office is efficient and pleasant.
Sought Newman Tax's help with some complexities with me return as well as some go forward tax advice. My first indication of poor service was when I sat down with Andy and rather than listen to my explanation of the issues I was having he took one look at a couple of my documents and proceeded to correct me on what the documents were. He was wrong and would have known if had been listening. I have little patience for people who don't listen so I had to correct him immediately. Should have walked out right t
Harold and the Newman staff are wonderful. They have done my business and personal taxes for years. When I had a IRS issue a previous CPA caused, Harold came to the rescue and straightened it out in 20 minutes with the IRS. Thanks Harold !!!!!!
Went in for a tax consultation and was helped by Kandace. She is very nice and very informative with my tax concerns, answered all my tax questions and gave me a peace of mind. I definitely would recommend this place. I look forward to having her work on my tax return 2023. Thanks again for taking the time to meet with me.
Fast, accurate and friendly. Harold and his staff are absolutely the best we have experienced with many years of taxes and many different preparers. No problems too big, no questions too small. You will not be disappointed!
Had Andy for my appointment. He was great! Really relieved my concerns. I came in for a consultation for small business taxes and he got me pointed in the right direction. He also answered all my questions and I didn't feel rushed at any point.
Second year using Newman Tax and we will never go back to the stress of Turbo Tax. Accurate, fair, prompt and reasonable. Will continue to use and recommend.
It is a pleasure to talk to him. He answered all my questions in a manner even I can understand. I highly recommend him without. any reservation
I've been going to Harold for about 5 years, along with my mom&grandma. He's very friendly, very thorough, & knows what he's doing.
Harold goes above and beyond. He takes the time to explain things thoroughly. I have used him for about 8 years.
Wonderful service. Andy was knowledgeable, patient and willing to show us the numbers on every question we asked. Great place, a new regular customer
Harold was extremely knowledgeable, reasonably priced and very friendly, thanks for a great experience!
Laura was patient with us during this busy tax season and answered all our tax questions related with the recent covid bills.
Friendly staff, and Newman has given us guidance through out the year to minimize our damage.
Great service for years and years.Can't beat the value.Extremely knowledgeable.Staff is great.
Great service, good people help me get a mess straight.
Magnificent Staff. I highly recommend this crew of knowledgeable accountants.
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.