*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.*
880 W 7th St #105
Hanford, California 93230
Joshua is so good. He takes time and listen to everything. Gives us advice in a correction manner. I recommend him to any professional who needs help with taxes
This is our first year working with PGP. My husband and I had a great experience with Josh. He is definitely good at what he does and has his clients best interest. The filing process with him is easy. You take all of your documents before your appointment. At the appointment he explains the tax forms to you and asks us if we understand which is awesome. I definitely recommend him if you are in search of a great tax preparer/accountant.
Worked with Josh for our 2023 tax return. He was great to work with. In the past we had filed using turbo tax and I never felt good about it. This year we got recommended to Josh and he was able to explain why we owed in our taxes this year, gave us confidence in planning for next year and was very prompt in his responses. I would highly recommend that you reach out to Josh for any tax needs he will take great care of you.
Josh and his team are AMAZING. Their work and the way they go about doing the work is unparallel, above and beyond any other firm we've ever worked with. Josh is on top of everything, is super responsive, and a true consultant when it comes to taxes. I HIGHLY RECOMMEND working with PGPconsulting.
This is my first year of using a professional tax accountant and my only regret is not doing this sooner! Josh at PGP helped immensely and helped save me money on taxes that I had no idea I was needlessly paying. I really appreciate how he was suuuper patient through the entire process and walked me through everything step by step. Josh's knowledge navigating around personal and business tax filings is really impressive. We are a small business so every dollar saved counts! We dreaded tax season every year
The PGP Consulting team has been handling my family?s tax returns for the past 3 years, and I'm glad I made the switch from my previous tax preparer. I've had the pleasure of working with Joshua Gavini, who consistently goes above and beyond to maximize my tax returns. Joshua and the PGP team not only excel in their core services but also provide invaluable financial advice and education, helping me achieve my financial goals. Thanks to PGP Consulting?s expertise, I'm confident that my growing family?s fina
Josh has been fantastic. He is knowledgeable, responsive, and provides amazing tax planning insights. I give him my highest recommendation and I look forward to working with him for years to come.
Josh and the team at PGP Consulting are great! Super friendly, professional and really takes the time to explain and answer all my questions. I dreed tax season every year but they literally make the process easy. Highly recommend!!!
Josh and his team are excellent accountants and consultants. I refer all my clients, family, and friends to him. His diverse real-world experience and personable communication style make him the perfect accountant and problem solver.
PGP team has consistently provided me?Excellent service. I am always comfortable asking questions without feeling foolish. The consultation portion also allowed me t o proactively make great decisions and avoid missteps throughout the year
Josh and his team do incredible work. From their organization, work ethic, and delivery, they truly have the customer in mind. I've been working with Josh specifically for 2 years now and I can only say great things about him. He and Manan take the time to go over documents and what they mean, game plan approaches, and create an environment where any and all questions are welcome. I'll be working exclusively with PGP Consulting from here on out!
I was vey pleased with the attention given to my taxes. My tax consulted was very knowledgeable. I run and operate a a daycare business and he was able to handle all my question without any hesitation. He made me feel comfortable with giving him all my personal business information which is very important to me. I would recommend this tax agency to everyone I know. Thank you for doing such an amazing job for me.
PGP Consulting is top of the line. They took the time to explain things I didn't fully understand and made me aware of tax advantages I had been missing. Their expertise and attention to detail truly set them apart. If you want excellent service and the best possible return, I highly recommend PGP Consulting! A++
I've been going to Josh for the last 3 to 4 years, after switching from my former preparer that I've gone to for 8 years prior. Best decision I've ever made. Josh is prompt, detailed, and exact at what he does. He takes his time explaining the how and why that anyone could understand. He stays readily available whenever I have a question and there is never any hesitation. He always has the answer for you. If you ever have any doubt about your taxes (Which is why I switched.), get them done here.
Josh was super communicative and very educated. Always took time to explain the best path forward and how to navigate taxes efficiently. Would highly recommend him to all!
Had a great experience filing with PGP! They have a thorough understanding of the different tax law changes and required docs, and are quite diligent and responsive with their communications to help make yearly tax preps an ease. Hope to keep using their services for years to come.
Filing Taxes with PGP has been one of the best decisions my wife and I have made. Family always takes care of their own and that's truly what we feel being able to trust someone to use the knowledge and professionalism they acquire to make that yearly hassle a much better transition. PGP Consulting has definitely gone above in beyond and we will continue to keep utilizing the services for now on.
My taxes were done incorrectly my previous year so I wanted to make sure it was done right this time. Josh and his team were great and Josh was able to explain everything thoroughly. He was even able to get me more than I have ever received before. He took his time and I didn't feel rushed or anything about the process. I just had to upload everything and he would tell me if I was missing anything. I definitely recommend using him for all your tax purposes!
Josh and the team are awesome and very helpful! I love their honesty and knowledge when helping me with my taxes and any other financial questions. If you're looking for honest, quick, and great service, I highly recommend JOSH and PGP!
This is my second year working with the PGP team! Their attention to detail is what really sets them apart. I work with Josh and he is patient with all my questions. I recommend you reach out to them for all your tax needs!
I've been working with Joshua and Manan for the past two years and they have provided an excellent service for me. Even though my tax returns are not complicated, they took the time to walk me through all the documents and explained everything thing to me thoroughly and answered all my questions. They also offered to review my prior year of filing and found out that I missed out on a 300 dollar credit that I did not know I was eligible for. They quickly filed an amended tax return and I receive my refund! O
When it comes to tax services Josh is the one to talk to. He has been doing my taxes for the past three years and has always provided exceptional work. Not just on taxes but any financial questions I have.
Josh has helped me file my taxes the last year and I plan to work with him in the future. Taxes can be stressful. Luckily for me, I can count on Josh and team to get me through it!
Josh is amazing at what he does! I have no idea what I'm doing when it comes to this and he will break it down to the easiest ways of understanding and never has a problem with any questions that I ask!! I highly recommend!!
PGP is fast, responsive, efficient, and affordable! Very professional financial advisors and tax preparation.
Incredible service by Josh and team. Have and will continue to recommend them to ALL my friends, colleagues, and family!
Happy customer of PGP year after year. Always going above and beyond!
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.