*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.*
2271 E Palmdale Blvd Suite I
Palmdale, California 93550
I used P & E Business Solutions tax service for the first time and I'm highly impressed! Walter is extremely knowledgeable and professional. My tax situation was complex, but he made the entire process smooth and stress-free. He's honest, trustworthy, and clearly knows what he's doing. I'll definitely continue to use his services going forward. Highly recommend!
Come see Walter!!! He is very knowledgeable and knows his business. First time using his tax services for both my mother and I and were not disappointed. He got us both tax returns when other tax places I had used prior never gave us anything back. Will continue to use his services going forward.
tax season is usually stressful, with the help of Walter he made it look easy, very knowledgeable and up front. highly recommended for any tax or business info. come see him, you won't be disappointed.
Just had the best tax experience. I am super happy I found Walter to help me file my taxes. I was scared to do them myself because I was missing so much important information . Walter is a true professional he made me feel at ease and went over the process with me. I will continue to use Walter for my future tax needs and highly recommend him.
Mr Walter, a true Professional and very knowledgeable in his field. Provided me with many gems of knowledge to better my outcome for tax returns. Highly recommend this gentleman.
If you are looking for a good place to do your taxes you need to see Walter very professional and knowledgeable and reasonable prices very honest person too. thanks Walter
Walter fixed my Taxes!!! Im in my 3rd year in Real Estate the previous tax preparer I had left me with a letter from the IRS and no help ??I was referred to Walter by a good friend and Im so happy to have met him! He fixed everything and got me money back! What a Tax Wizard! I will be using him for all the years to come!
So where do I start, so much positivity to say about this place. Walter had nothing but a high level of professionalism. He is friendly, attentive and always meeting the promises he makes, Walter went above and beyond when preparing our business taxes. I HIGHLY recommend him and P & E Business Solutions . Friendly , fast, caring, efficient and so much more. Walter has met my expectations and more. Highly trustworthy. Thank you for continuing to treat me as a person and not a number. Walter you have gone abo
Walter is definitely a go to person for tax preparation. He explained everything very thoroughly and took the time to answer any questions I had. Great, friendly environment and overall got me a nice refund! 10/10!
I've never had a better experience doing my taxes in my entire life, Walter is the absolute best in the tax preparation and accounting business hands down! I've been in the Entertainment industry for nearly 15 years and the last 10 of which, I've been working for a nationally broadcasted television show. I also have my own business where I write, produce and direct media as well. I'm so thankful that I finally found a tax professional that understands my line of work, and how to properly navigate the wor
I have finally found someone who truly cares about his clients. Walter has treated me with the utmost respect, kindness and professionalism. He has taken the time to detail the process as it applies to my unique tax circumstances and accommodated his schedule to make it work for me. I highly recommend P & W Business Solutions, and, if I could, I would rate it 10 starts!
Walter was very efficient and explained in great detail. I highly recommend anyone to give Walter a second look at their taxes, he was able to get me more than I expected and has gained my future business and trust.
Absolutely recommend this location for taxes. Walter is amazing. Professional, knowledgeable people only have good things to say about him. He has really helped me with all my tax questions and is very knowledgeable. Thank you, walter, for all your help!
I was really happy with this place Walter did awesome he helped me me in everyway I was sasifted and happy
AMAZING AMAZING AMAZING. This is the best service I have ever received doing my taxes, not only is he a expert but very helpful. Walter will help you with anything you don't understand. Thank you for your help water.
Walter is very professional! He goes out of his way fir his clients. I Highly recommend him to take care of your Tax solutions....
Walter is a tax preparer that is knowledgeable and will take the time to understand your situation at hand, you will be grateful to have found his services. He is professional and his office is great!
Walter always find ways to help me out! Great customer service and must say he is pretty fast I was out in 30mins! ??Have referred 5 people!
Professional, makes the whole tax process a breeze. Definitely a step up from filing online.
We're so glad that we found Mr. Walter, he is extremely knowledgeable in his field. He's very patient with his customers. We will definitely be a returning customers.
Thank you Walter for fixing my problem, I would recommend him 100% thank you so much again.
Walter is very professional, knowledgeable and friendly. He takes the time to work with you and answered all my questions. I wouldn't choose anyone else to prepare my taxes. Thank you!
2nd yr doing our taxes with Walter and he made our tax experience as smooth as possible. Definitely recommended to all my friends and family.
Great service from Walter. Thankfully he accepted me coming in on a Sunday, the last Day before taxes were due. Thank you Walter!
Amazing place to get your taxes done! Very positive and friendly environment and you know your getting the best services here. Also couldn't have been more thankful for how they helped me out and answered many of my tax questions!
Another year going to this place and Walter never fails to go above and beyond for my family, takes his time answering our questions and very professional. Definitely will continue coming back!
Walter is great very informative and fast. Found this place 2 years ago have been coming ever since .
Walter, is the Man ,come on down see him he will make it happen, fast friendly, service.
He is friendly, professional and cares about his customers. I am so happy with my experience, he was able to get me a high return.
A very great place if you want to get your taxes done! My 2nd time coming to this place and will continue to go! Very professional.
I was provided with great service. Walter explained my tax refund in detail.
I really appreciate the help and attention received with the process of my business licences they went above and beyond to help with the process
Very pleasant and clear explaining the rules and regulations that work for me and always been honest
Amazing service and very patient.. I found my new tax office from now on
Very helpful & he really works hard to get you a good refund.
Excellent service very professional and super friendly is a great place
Great place, very friendly. Would definitely recommend.
Walter, very knowledgeable, professional, extremely helpful. A++
Wonderful service and was guided with much counsel.
Excellent service very professional and super friendly
Amazing income tax i recomond 10000%
friendly and professional
(Translated by Google) Walter is very professional, he is extremely reliable, he explains in detail any questions or doubts you have. I recommend this friendly place. It is our second year with him. He helped us with our company. Thank you, Walter, for helping so many people who need it. (Original) Walter es muy profesional es extremadamente confiable te explica con detalle cualquier pregunta o dudas que tienes les recomiendo este lugar amigable es nuestro segundo a?o con ?l nos ayud? con nuestra compa??a
(Translated by Google) Excellent person, he is professional in what he does and he helps you a lot, he explains what is the best way you can do your taxes, I recommend it 100% (Original) Excelente persona es profesional en lo que hace y te ayuda mucho te explica cu?l es dela mejor forma que puedes realizar tus taxes lo recomiendo al 100%
(Translated by Google) Walter is a very good person who likes to help people. He is my best experience since I started doing my taxes. 1000% recommended! (Original) Walter es una muy buena persona le gusta ayudar a la gente es mi mejor experiencia desde que hago mis taxes 1000% recomendado!
(Translated by Google) Excellent service (Original) Un Excelente servicio
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.