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Professional Tax & Consulting Services

Professional Tax & Consulting Services

About This Listing

Bookkeeping
Payroll
Tax Preparation
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Bilingual Services
Years of Practice
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
Payroll
Tax Preparation
IRS Representation
Sales Tax Compliance
Entity Structuring
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Bilingual Services
Years of Practice
In-person Support

Contact Information

Address

18387 CA-18 ste 3

Apple Valley, California 92307

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-4PM
Tuesday 10AM-4PM
Wednesday 10AM-4PM
Thursday 10AM-4PM
Friday Closed
Saturday Closed

Customer Reviews

Amazing tax place we were able to do an amendment on my taxes because another tax place messed them up so bad and they were able to fix them. The owner was very nice along with the rest of her staff. They were very good on scheduling and even called me three days in advance to remind me of my appt. Get your taxes done with them.

Really unprofessional tax place to have your taxes amended. The owner was supposed to call us today to tell us what time to go in. Never got the call. We called and no answer. They called us later today and said we missed our appt at 2pm.. it was 2:43 and that the owner was taking a vacation for two weeks. They lied and wasted our time and we didn't even get an apology after waiting so long. And the fact they did even do anything with our taxes this whole time. They're shady, scammers.

Highly Recommended, I have been coming here for my personal and Corporation taxes for a few years and I wouldn't go anywhere else, Desiree and her team are amazing.

Professional Tax & Consulting Services is the best in the High Desert! We have used Desiree to do our taxes for several years now, and she is not only good at what she does, but she is professional and friendly! I have recommended many people to her office, and always with great results for those that I recommended!

I am new with Desiree due to the illness of her partner with whom I have been a client for a number of years. I believe we are moving through the numerous steps I must take each year due to very complicated returns in three states as well as federal. Very pleased with the progress so far and hope we are done within the normal time frame

I was referred to professional by a friend and I can truly say it was well worth it. I get super busy and behind on keeping up with all my stuff, but the way the staff makes themselves available and diligent in their craft is truly awesome.

We have been using Professional Tax for about 5 years.

This place is awesome. Desiree was very professional and courteous. She prepared my long form and was able to save me money, I will be coming here every year from now on.

Have had my taxes done for many years and am always happy with the results. This office is very professional and detail oriented.

great time getting my taxes done very friendly and helped me make a few business choices I will come again every year.

I have been coming here for years. Very professional and knowledgeable. I definitely reccomend this place for all you tax needs.

The best in the desert!

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.