*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.*
14604 Ashton Ct
Moreno Valley, California 92555
Very helpful. She went above and beyond to help me get as much money as possible back. I Highly recommend everyone to use Charlotte nikolaidis as their tax representative.
First time with Charlotte doing my taxes very professional worked to make sure my taxes were done properly and helped me in every way possible. I highly recommend her.
I am grateful to have found Charlotte. I have been self employed for 56 years. Congruently I have had several employers. To say the least my income is a fruit cocktail! Charlotte rapped her head around my issues and the anxiety is gone! I don?t think I will ever have to file extensions again Made a good impression on me and my wife. Most of my previous accounting engagements have either retired or passed away. I have a lifer now.
I had a mixed experience with Charlotte Nikolaidis at Paramount Tax & Accounting. While she?s never rude, her level of professionalism is lacking. I've encountered issues that have gone unaddressed for months, including a complete lack of response to my texts since April. It's frustrating to have to repeatedly provide information that was already shared. Although she initially offered helpful guidance, the lack of communication has left me disappointed. I hope for better engagement in the future.
Best tax lady in moreno valley very professional .Does a great job with your taxes if you need your taxes done i highly recommend Charlotte 5stars service.
Charlotte has been a great help in working with me to set up my corporation, she has expert knowledge and has been patient with me and communicative throughout the entire process. I highly recommend her for all your tax and business needs.
Charlotte is the best. She has made our taxes easy and helped ensure we are getting the max refund available to our family.
Charlotte is a great tax advisor with tons of knowledage and experience. I have enjoyed working with her! Highly recommending her to anyone who might need tax and accounting services!
My CPA tax preparer of many years has gotten so big they missed details and it cost me a $133.05 penalty, they did not provide a simple paperwork fix the IRS offered as an option , they just said we are on vacation and by the time we did communicate they said pay the fine. Charlotte took the time to go over the IRS rules my old tax person did not do, I am so glad to have consulted with a pro and looking forward to working with her this year going forward.
I have to say hands down best choice I made having Charlotte do my taxes. It was such an easy process from start to finish, she takes the time to answer all your questions and she very knowledgeable and friendly. I will definitely be going back to her next year for taxes.
Charlotte provided excellent service, clear communication and professionalism. Committed to customer satisfaction which makes her highly recommended. She was able to assist and answer questions for taxes that I had.
Absolutly awesome service. Charlotte Nikolaidis was an absolute doll in helping me to find out why my 2021 taxes needed to be fixed as well as explaining to me what happened. Thank you for everything and I will definitely continue to keep going to you for further services.
Amazing service , very communicative and made our process so easy .
Charlotte has been doing taxes for a while and is very knowledgeable. She always gets me the best possible refund. I'd recommend her to anyone.
Charlotte is amazing to work with. I will recommend her services to all of my family and friends.
Awesome service. Charlotte Nikolaidis was amazing in helping me to figure out how to fix my taxes and find out what I did wrong. She was just perfect.
She is very kind and brief to the point on hand. It?s nice to get someone who will follow though your forms to get it right
Very professional and I will definitely be having my taxes done with Charlotte next year
Charlotte is very knowledgeable about taxes and has been preparing my taxes for several years now. I would recommend her to anyone.
Charlotte is wonderful and so personable. She is great to work with, and really cares about doing a great job.
Charlotte Nikolaidis is a real professional! She helped me incorporate my business and setup my business I could not have done it without her thank you Charlotte!
I would recommend Charlotte. She did my taxes and took time to explain everything. She makes the process easy.
Fast , great , affordable service.
Charlotte is amazing to work with and so knowledgeable when it comes to both my personal and business needs!
Very informative. Easy to talk to, she explains everything, so that you understand it. Relaxed atmosphere. Highly recommended
Great tax person gave us knowledge and filled out our taxes correctly I will definitely recommend for company taxes and personal.
She was very Professional, helpful and prompt. with her service
Very professional, understandable and a great listener to the needs I had.
Espectacular great service Charlotte is the best
Very helpful and professional
Great explanation, awesome assistance!
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.