Back to Directory
Prime Path Financial, Inc.

Prime Path Financial, Inc.

Reviews Summary

Prime Path Financial receives overwhelmingly positive reviews for their professional, knowledgeable, and personable service. Clients praise their expertise, efficiency, and ability to handle complex tax situations with ease. Many highlight quick responses, thoroughness, and maximizing deductions. Long-term clients express strong loyalty, appreciating consistent quality over years. A few negative mentions cite communication issues or unprofessional behavior, but the vast majority recommend them highly for stress-free, reliable tax preparation. The team, especially key members, is noted for personalized care and staying updated on tax laws.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
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
Business Consulting
Payroll
Tax Preparation
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Remote Services
Years of Practice
CPA License
In-person Support

Contact Information

Address

2920 E Florida Ave #111

Hemet, California 92544

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

I have used Prime Path Financial for my Pest Control business for ten years, and my experience with them was nothing less than exceptional. Nowadays, it is very hard to find an accounting firm that always looks out for your best interest. I highly recommend trying them out. Thank you, Tabitha, and Prime Path Financial.

I had a great experience with Prime Path Financial for my tax preparation this year. The team was professional, efficient, and thorough in their work. They were able to answer all of my questions and helped me maximize my deductions, resulting in a bigger refund than I expected. I highly recommend them for anyone in need of tax services.

Our tax preparer since 2010 is Tabitha C. She is a professional and amazingly knowlegable on all tax matter . We are greatful that we have her preparing our taxes year after year. We never have to look back after our taxes have been submitted. Prime Path Financial are very good in what they do.

Tabitha and her team and Prime Path Financial are top notch. There is no reason to use anyone else as I have been using them for 8 years and plan on using them forever. They provide superior service and unbelievably fast turn around and they keep getting better every year. Tabitha really takes time to personalize your tax filing and she makes you feel like you are her most important client. They take care of everything and I worry about nothing. There has not been a question left unanswered and the tax

I have been a client of Prime Path Financial since their beginning. Dealing with the IRS can be stressful. However, allowing Prime Path Financial to handle all of my Tax obligations provides me with a great deal of comfort. Their expertise and knowledge is second to none. I highly recommended their services. You will not be disappointed. Thank you Prime Path Financial for all you do. Sincerely; David Zannini.

I needed a local tax preparation service after having my previous one of 30 years. After working with Michelle I am thinking I should have changed services years ago. Michelle knows her business very well and gave us quick and exceptional customer service. Thank you for your help

We could not be more pleased with the customer service we received from Prime Path Financial. Everyone was so nice, polite, and answered any questions I had in a timely fashion. We will definitely be using their services again and will recommend them to our friends and family.

Tabitha helped us with catching up with my husband's (fiance at the time) taxes and now as a married couple. We've never had any issues and appreciate the service delivered every year! Highly recommend!

Tabitha and the team are awesome. They are able to navigate the complexity of state and federal taxes for military families, look out for missed deductions, and explain things in a manner that is easier to digest. Always recommended and the price for services are amazing!

Michelle and everyone at Prime Path Financial are great! They are professional and are always looking out for what is best for their clients. I highly recommend them for all your tax needs.

I?ve been working with Tabitha at prime path financial group for over four years and have never been let down. She has always been super quick to get back to me with any question or concern I have throughout the year and is very thorough and speedy with processing my taxes. Thank you Tabitha!

I?ve used Prime Path Financial for many years. Just finished another year of complicated tax forms and new laws with no stress or worry at all because they stay up to date on all the new changes and they take care of EVERYTHING! I wouldn?t go anywhere else!

I've used Prime Path for years now. I've always had a great experience. The team is incredibly knowledgeable. I can't imagine going anywhere else when tax time rolls around.

I am a business owner and I used to struggle every year to do the corporation and personal taxes base on QuickBooks. I found this ad called " the QuickBooks lady", I got in touch with Tabitha and her team, all my questions were answered, pricing very reasonable, and they have been doing my taxes since 2013, they are the best in the business, I highly recommend them if you want things done right !!!

Called to ask if I can drop off my taxes, lady said yes they close at 3. I show up to drop off and door is locked and they are closed! What?s the point in telling someone a time and having it posted if you aren?t going to be there. Very unprofessional

Michelle is incredible, she?s funny and so intelligent. I started seeing Michelle after a unique experience and I knew instantly I was in safe hands with the situation. Three years with her now and there?s no way I?ll change to anyone else.

Usually seeing the Tax person is like getting teeth pulled, but with Prime Path it was like visiting with friends. Great job. Thanks for all your help.

We have been using Prime Path for a number of years. They are very professional, proficient and personable.

I came a long way in my financial recovery after covid thanks to the amazing Tabitha. I am so grateful for the day I came accross this place.

The best Tax prep services I have ever used! They make it so easy

Very pleased with customer services and yearly tax preparation ... fairly priced and a very professional company, that is knowledgeable about all current and past tax laws.

I HAVE SOME TAX ISSUES THAT I WAS TRYING TO HAVE ADDRESSED WITH MICHELLE, SHE WAS VERY INFORMATIVE AND HELPFUL IN THE BEGINNING, SEVERAL MONTHS HAD PAST AND WAS TRYING TO FINISH THE WHAT WE HAD STARTED, AFTER 4 TO 5 PHONE CALLS A WEEK FOR SEVERAL WEEKS AND NOT 1 RETURNED PHONE CALL IN OVER A MONTH, I WAS VERY FRUSTRATED, I ASKED IF I COULD PICK UP THE PAPERWORK I HAD DROPPED OFF AND I GOT A RETURN CALL THE FOLLOWING DAY SAYING I COULD PICK UP MY PAPER WORK, I PAID 250.00 AND DID NOT GET ANYTHING ACCOMPLIS

Fantastic service - personal, diligent, competent and effective. Would recommend them to anyone!

Absolutely amazing service. Easy portal and quick responses.

Professional & knowledgeable staff. I had a difficult tax return and they took care of it very well.

Phyllis provided us outstanding service! Thank you!!

Best tax professionals around

Always exceptional 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.