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Platinium Income Tax Services

Platinium Income Tax Services

Reviews Summary

The majority of reviews are highly positive (5-star), praising the professional, friendly, and efficient service, particularly for tax preparation and additional services like DMV assistance. Staff are described as knowledgeable, honest, and attentive, with many customers returning year after year. A few negative reviews cite high prices or dissatisfaction with refunds, but most emphasize trustworthiness and quality. The consensus highlights consistent satisfaction with the team's expertise and customer care.

About This Listing

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.*

Contact Information

Address

13100 Magnolia Ave c

Corona, California 92879

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-6:30PM
Tuesday 9AM-6:30PM
Wednesday 9AM-6:30PM
Thursday 9AM-6:30PM
Friday 9AM-6:30PM
Saturday 10AM-2PM

Customer Reviews

I have been using the services for years and have always had friendly, professional, and quality service. Will still continue to go back

Never has my life been made more easier than when tax season comes around with this business. They are really quick and the quality of their customer service is definitely 5 stars. My tax agent whom I?ve been going to for years, Gris, understands and knows what she is doing. I really appreciate her for always squeezing me into her busy schedule when is time to do my taxes. I was in and out in less than 30-40minutes. On top of that, I get my DMV work (car registration) done through them as they make it so co

Best customer service ever. The women here are professional, kind, and attentive to all questions and inquiries you have! They have everything from taxes to insurance to DMV services. Come tax season they are pros! They are honest and straightforward, which is hard to find come tax season because other places just want to charge you, whether you leave satisfied or not.

I?ve done my taxes here on several occasions. The staff is knowledgeable and courteous. I don?t get refunds because I make too much. Zulim has always explained what I can do to lower my tax liability. Ultimately you are responsible for the information that is submitted to IRS. Other places may promise you more cash...but are you legally entitled to it? To all the yahoos who?ve written bad reviews, understand the law. Remember you?re legally responsible for ANY and ALL your preparer submits on your behalf.

I have done my taxes here the last couple of years and they are very professional, reliable, and did all the work in a timely manner! Zuli is great!!

They?re lucky I?m giving them one star this place sucks they even charge for estimates just because we found a better place that gives us more. When we called for our w2s she said we could get more this place is a fraud don?t go there

It has been the best place to do our taxes year after year, tried other places before them, none of them were even half helpful as the people in Platinum income tax..

Good customer service, but they increased their price too much. I think it is time to learn how to do taxes.

Great service and personnel verry attentive im pleased with my tax preparation done i recommend them they will help you on what ever question you may have they have an answer

Staff are great. . I love Zulim she's very professional and courteous.

(Translated by Google) Wow, I recommend this place, very good service for 10 years and I have done my taxes and I have not had any problems, excellent service, they are very professional and friendly, 100% recommended in addition to all the services they have, the best (Original) Wow recomiendo este lugar muy buena atenci?n por 10 a?os e hecho mis taxes y no e tenido ning?n problema un servicio excelente son muy profesionales y amables recomendado al 100% adem?s de todos los servicios que tienen, de lo

(Translated by Google) I love the work Zuli did. Although we didn't get any money back, she was very honest. She explained everything very well. (Original) Me encanta el trabajo que hizo Zuli. Aunque no nos regrasaron lana, fue muy honesta. Me explic? todo muy bien.

(Translated by Google) It is very pleasant to visit this office because the young women are always very attentive and give me quick attention. Highly recommended, ask for Lupita O Alejandra. (Original) Es muy agradable visitar esta oficina porque las jovenes siempre son muy atentas y me dan rapida atenci?n. Muy recomendable pregunten por Lupita O Alejandra.

(Translated by Google) Excellent service and staff. Ask for Alejandra Huerta, a kind, organized, intelligent, honest and charismatic girl. (Original) Excelente servicio y personal. Pregunten por Alejandra Huerta, una chica amable, organizada, inteligente, honesta y carism?tica.

(Translated by Google) The girls are kind and professionals special Lupita (Original) Las chicas son amables y professionals special lupita

(Translated by Google) Excellent service ?? (Original) Excelente servicio ??

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.