Palm Desert Tax

Palm Desert Tax

Reviews Summary

Palm Desert Tax receives consistently outstanding reviews for their professional, responsive, and knowledgeable service. Clients praise their expertise in handling both personal and business taxes, often highlighting years of trust and satisfaction. The team is commended for making tax season stress-free, offering clear explanations, and providing exceptional customer care. Many reviewers appreciate their reasonable pricing, last-minute assistance, and friendly, welcoming atmosphere. Long-term clients emphasize their reliability, with some traveling significant distances to continue using their services. The overall sentiment is overwhelmingly positive, with strong recommendations for their thoroughness and professionalism.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Small Businesses
Individual Taxpayers
Non-profits

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Payroll
Tax Preparation
Small Businesses
Individual Taxpayers
Non-profits

Contact Information

Address

79220 Corporate Centre Dr STE 101

La Quinta, California 92253

Hours

Sunday Closed
Monday 8:30AM-4:30PM
Tuesday 8:30AM-4:30PM
Wednesday 8:30AM-4:30PM
Thursday 8:30AM-4:30PM
Friday 8:30AM-4:30PM
Saturday Closed

Customer Reviews

Some years ago, I started using Palm Desert Tax based on the recommendation of a friend. Some of the best advice I ever received! Their prices are very, very reasonable. I sometimes have complex returns which they handle quickly and professionally. They are incredibly responsive, with excellent communication consistently. I ask them for last-minute help, and they do it. They make it look easy! I don?t suppose anyone really likes taxes, but I urge you to do yourself a favor and start using Palm Desert tax

Richard and the Palm Desert Tax team have been integral in making tax season stress-free. We have used Richard for the past several years and after walking us through cleaning up a mess a different tax professional left in our laps he has delivered consistent top notch results. He has created a culture from himself to his staff of personable professionalism and it shows in every step of the process. Highly recommend Richard and his team at Palm Desert Tax!

I've been friends with Richard for the past 7 years and have been a client with Palm Desert Tax for the past 3 years. For years I'd try saving money by going the cheeper route and cheep is not always the best. Richard and his team have helped me get all of my taxes straightened out and for that I'm very appreciative. I live in Missouri now but still choose to use Palm Desert Tax every year because I know I'll get the professionalism and best service that's available! p.s. If you go into the office they hav

I have been filing my taxes with Palm Desert tax since moving to the desert 14 years ago. I am always grateful for the excellent service. I recently became a business owner and was very happy to be guided in how to start my first S Corp. if you want quality service from those who have an extensive knowledge of all things tax related, Palm Desert tax is the place to go.

I have employed Richard and the team at Palm Desert Tax for over ten years and they are without question, the best tax preparation group I have ever used! They have been able to retrieve refunds in the past that others weren't able. If I have a question I can call them and they get back to me in a speedy manner (this is how I came to them in the first place)! I highly recommend them to you - you won't be disappointed!

We've been working with Palm Desert Tax since 2009 when we started our business. We have had over 10 successful years thanks to Norma Rae and Jennifer who prepare both our personal and corporate tax returns as well as our quarterly Board of Equalization payments. I am very dedicated to their expertise and excellent customer service. We couldn't have made it without them! Thank you!

Palm Desert is the first CPA I have ever hired and I did it to form my S-Corp. Richard and the team have been nothing but professional and extremely patient with me. Because, as a new business owner we have some "dumb" questions sometimes. They have always made me feel supported, listened to and have explained things clearly so I understand everything. I feel very lucky to have found them.

Palm Desert Tax is literally the best. My husband and I are ministers and come to Mr. Varnell every year to file our taxes. Mr. Varnell is so helpful to us. His staff is very professional and helpful. Definitely recommend using their services. You will not be disappointed. Aaron & Rachel Glasco

We have been very happy with Palm Desert Tax and our personal consultant, Norma. Taxes come easy now with the pre-scheduling/planning and the pleasant, professional and proficient completion and e-filing of our various tax forms as well as an immediate personal copy. Friendly staff and great snacks!

Palm Desert has done my taxes for over 20 years. That time encompassed being a small business owner and being employed by a few different companies. Richard has done my taxes successfully no matter what my financial status through the years with a helpful and joyful attitude.

Best tax service ever! My family have been customers for decades. Richard is so outstanding, helpful, and kind. The whole team works hard to make the tax season experience as smooth as possible and their level of professionalism excellent.

We had a great experience with Jennifer at Palm Desert Tax. She is a lifesaver. The offices are both stylish and professional. Jennifer went out of her way. We highly recommend Palm Desert Tax for anyone in the Coachella Valley.

I love Palm Desert Tax. THey've saved me money on my returns and Rich has been very helpful in taking the time to explain many different things that were confusing to me. Thankful to have a team that cares about the individual.

Norma and Richard have been handling our personal and business taxes since we moved to the Coachella Valley. We have always been happy with their services, and would recommend them to anyone who needs tax preparation.

We have been driving from Los Angles to get our taxes done at Palm Desert Tax for 15 years. Richard Varnell is a professional in the work of tax preparation and is available by phone to answer concerns or question you may have.

I have used Palm Desert Tax for about 26 years and they have always been helpful. I have continued to used Palm Desert Tax, even though I no longer live in the state because I can trust them.

I recently moved from the desert to the coast but because of very good service, I still travel back to the desert for my tax needs. I have had very good advice , and had advice to set up of a business which has been a good choice for me. Very friendly office!! Very good help and advice.

My tax person of many years left his business due to health reasons and he recommended PD tax. This was 4 years ago and I have been very pleased with their abilities, promptness and professionalism.

I have known Richard for about 25 years and have always respected his honesty and integrity. I trust him implicitly and wouldn't have anyone else do my taxes! Mary Sue Thielman

Norma Rea is amazing! A great accountant is priceless!! She truly is the BEST! I highly recommend her and Palm desert tax!

Richard & his team are very professional, thorough & responsive to your needs! Your taxes are filed quickly & accurately! Highly recommend!

Palm desert tax. Please and I repeat DO NOT GO TO CRUZ DENTAL JUST 5 DOORS DOWN. THATS ALL.

Richard and Palm Desert Tax have been outstanding in customer service, response, friendliness, professionalism and value!!

Richard is the best! I love the snacks in the waiting room too.

Very kind, knowledgeable, and thorough. My family has been using Palm Desert Tax for as long as I can remember.

Richard and his team are the best. Very responsive and professional. Always a joy to work with and they look out for my best. Thank you Richard.

Richard and his staff are always very responsive and professional with my tax needs. I highly recommend them for all your tax needs.

Richard Varnell and his team are professional, responsive, and offer excellent quality and value to their services. I highly recommend them.

Been with Palm Desert tax over 25 years just outstanding professional and can't thank them enough

I've been in business for 40+ years and PD Tax is the best representation I have had

Norma is Excellent. Thank you for everything, much appreciated. Fasal.

Excellent first time experience filing with Palm Desert Tax and Staff

Took me in last minute and made it happen! Norma Rae ??????????

Very personal service, and very responsive.

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.