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Precision Tax & Accounting Services

Precision Tax & Accounting Services

Reviews Summary

Precision Tax & Accounting, led by John, receives consistently outstanding reviews for exceptional service, professionalism, and expertise. Clients praise his honesty, efficiency, and dedication to maximizing refunds. Many have relied on his services for decades, highlighting his patience, kindness, and ability to simplify complex tax and accounting processes. Highly recommended for both personal and corporate needs, with long-term trust and satisfaction emphasized across all reviews.

About This Listing

Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Multi-state Experience
Remote Services
Years of Practice
CPA License
In-person Support

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
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Multi-state Experience
Remote Services
Years of Practice
CPA License
In-person Support

Contact Information

Address

24384 Sunnymead Boulevard #220b

Moreno Valley, California 92553

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday Closed
Saturday 9AM-6PM

Customer Reviews

Precision Tax & Accounting has been our tax and business go to for many years John is Brilliant and Amazing!!! John is very efficient, professional, prompt, honest, kind I can go on and on. I highly recommend Precision Tax & Accounting 10/10.

I have used Precision T & A for many years and have had almost no issues with it. Precision Tax works with you and guides you through the whole process of filing taxes. I'm not a big fan of filing tax forms and Precision Tax makes it easier.

John Wallace is a great accountant and a great person. I have been using him for years and I recommend him. He has become a friend over the years of doing business with him and even though I'm going to school to become an accountant I will still use John.

I have been going to Precision Tax & Accounting services for over 10 years. John is an brilliant accountant who provides excellent customer service. You will find he is a kind human being and I will continue to do business with John until the end of time! Urshella

Precision Tax has demonstrated and maintained professional ethics in the most confidential and sensitive situations in business and professional ares with our company and employees. His services are exceptional and is highly recommended.

I have used John for my accounting services for more than 20 years. He is an example of professionalism. There have been occasions through the years that I've had to call John for advice. He is always prompt, patient and cordial.

Taxes and Business Accounting are a breeze with Precision Tax and Accounting. I have continued, for two decades, to utilize the services provided by Precision Tax because of their knowledge, expertise, skill and ability to provide exceptional service. I highly recommend Precision Tax and Accounting

Very honest accountant who get the work completed timely. We have been doing our personal and corporate tax returns for over ten years.

John Wallace does all our tax returns for over ten years for all family members and our corporations with accuracy and promptly. Most importantly, he makes sure to include all legal deductions.

It?s great working with John. He has the best interest of his clients in mind and he does all he can to make sure that our refund is as large as it possibly can be.

A friend of mine recommended me to precision tax 8-9 years ago and I haven?t been disappointed since. If you want great service come to precision tax and speak with John he will take care of you.

I Have used Precision Taxes for more than 20 years. There is no one I trust more with my taxes and finances

Excellent professional service.

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.