R & M Taxes

R & M Taxes

Reviews Summary

The reviews consistently praise the exceptional service, professionalism, and expertise in tax preparation. Customers highlight the friendly, efficient, and thorough approach, with many returning for years due to reliable, accurate work. The flexibility, clear explanations, and welcoming atmosphere are frequently mentioned, making it a highly recommended choice for tax services. Long-term clients appreciate the trustworthiness and personalized care, often noting the convenience and outstanding customer service. Overall, the consensus reflects a 5-star experience with unwavering satisfaction.

About This Listing

Bookkeeping
Tax Preparation
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice

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
Tax Preparation
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice

Contact Information

Address

2627 S Waterman Ave E

San Bernardino, California 92408

Hours

Sunday 7AM-2PM
Monday 8AM-6PM
Tuesday 8AM-6PM
Wednesday 8AM-6PM
Thursday 8AM-6PM
Friday 8AM-6PM
Saturday 7AM-2PM

Customer Reviews

This is my first year filing with R&M taxes and it has been the easiest, most pleasant experience with my taxes. I made my own appt online on their website, quick and easy process. Raul is very knowledgeable and extremely certified in his trade. His office is very clean and the staff is very hospitable. If you?re looking to do your taxes please consider R&M taxes! You will not regret it!

This was my first time filling taxes with Raul and I had an amazing experience, I really liked the way he explains everything and the way he makes you feel like you can trust him. Definitely would recommend him to friends and family. He will answer any question you have.

For a couple of years, Raul has been my go-to tax professional. When I decided to start my business, Raul walked me through the process step by step. His dedication to his clients' success is evident. I am confident that he will continue to be my tax expert for years to come. Additionally, he has helped my clients with their taxes, which has allowed them to become homeowners. Thank you Raul, your the best ??????????

Upon check in your greeted by the front desk. Check in is fairly easy and the customer service is great here. This is my 4th year coming to do my taxes and I would recommend this location to anyone looking to get there taxes done by an expert. Thank you Raul and Monica.

My family and I have been doing our taxes with him for years. He gives amazing attention and provides great service. He also makes you feel like family. I 100% recommend!!!!

I had a great experience filing my taxes here. Raul was the first person to kindly answer my questions and took his time helping me understand a lot about taxes.

Raul is AMAZING! Very knowledgeable and will definitely be coming back every year. Takes the time to explain and answer all of the questions I had.

I had been doing my tax with Raul for like 8 or more years! an excellent experience always helping me with everything? I highly recommend R & M taxes to anyone seeking a trustworthy tax consultant!?

Great tax preparation. Raul is extremely knowledgeable and will guide you through the process. Highly recommend getting your taxes here!

My first time doing taxes with Raul. I am satisfied with his professional help and his work. I would recommend doing taxes with him.

I appreciate Raul and his honesty. He is good at answering questions and giving you the best fed back. Thank you!

My first time filing my taxes at R & M. Raul is very knowledgeable when it comes to taxes. He is very informative and professional. He answered all my inquires and I highly recommend to anyone wanting to file their taxes. Great person to talk to.

I?m so glad I was recommended to file my taxes with Raul, he was very informative and was a fast process. Also, April his secretary was very friendly and helpful with scheduling my appointment. I?ll definitely come again to file my taxes next year!

Love this place! Very professional and helpful. All our questions were answered and our taxes were done in an hour!

Raul is always efficient and precise when doing my husband & I?s taxes. We have been going to him for the past few years and it has always been a pleasant and professional experience. His hours of operation and availability are very flexible and accommodating, which has been great for us since we have to commute to the location (which we do not mind at all). His knowledge and years of experience in filing taxes really shows his dedication to securing the best tax filing option for you. We have recommended m

Raul is easily one of the best people, and I would recommend 110%. Great person overall, positive attitude, and so happy he helped us with the entire process of doing my taxes. So professional, great customer service, super friendly, welcoming, and quick. The entire process went by super quick. Magnificent work. Would give a higher rating if I could. Thank you so much Raul!

Raul really cares so much about his customers and treats them like family. Gives the best advice and is the best at what he does.

My family has been going to Raul for many years and he always does a great job everytime helping us out with our taxes. He?s very professional at what he does and makes you feel comfortable and explains everything for your understanding.

Amazing I was in and out no problems he?s very kind and couldn?t ask to be with a better tax person

Raul is great and has been very helpful throughout the years we come to him every year for our taxes and will continue to go to him for years to come. He is very patient and kind and knowledgeable.

Quick & Easy service! very helpful with any questions i had.

We have been coming to R & M Taxes for the last few years and every year they have provided great service. Raul is so helpful and knowledgeable! We recommend our friends and family to do their taxes here as well!

This was my first time filing my taxes with Raul and all I can say is he is AMAZING! He was so patient with explaining what documents I needed and even where to find them online. He was so attentive to answering any questions I had and didn't make me feel bad for asking!! I do not live in the area, but he was still willing to work with me via online and was so understanding with my busy schedule! He also helped me fix a tax return another business messed up on and was so quick to fix it. If you're wondering

R&m taxes has appointments instantly. Once you arrive, you are greeted by receptionist there office is very clean and organized. I highly recommend them for anyone looking for fast and easy service. Raul has great customer service and guides you on what to expect. I would rate them as a 10/10.

Raul was very professional and friendly. He educated me on the tax process. Would highly recommend getting your taxes done here ??

Been coming here for years. Every year is a great experience. Honestly Ra?l is very professional and always helpful. Answers all questions I have. And always easy to reach. Great place highly recommend it.

First time getting my taxes done by Raul Very professional quick and easy process knows exactly what he is doing explains everything as he does it makes you feel welcome welcomes you with a smile looking forward to getting my taxes done every year by Raul highly recommend.

My wife and I have been going to R&M for years. We are always informed on future changes to help benefit us for the upcoming year. Professional and helpful we recommend R&M to anyone. Our trusted tax professional!

Its very easy to book an appointment. Once you check in you are greeted and the customer service here is great. Ive been coming here for the past 3 years and I recommend it for anyone that needs guidance and excellent care.

This was my first year doing my taxes with Raul. He was fast, efficient, reliable and has excellent customer service. 10/10 and would recommend to everybody:)

Mr. Raul was extremely helpful he is quick to answer any and all questions you may have about taxes.The customer service is a 10 out of 10. Note that I will be a returning customer. If you are looking for Tax preparation and notarized services, I recommend R&M taxes. Para mis Latinos Vengan Aqui!

I?ve been filing my taxes for a couple of years with Raul and he has always been so informative & professional. I 100/10 recommend coming into his office!

Raul was very helpful with my taxes and I appreciate his help so much he is the best and would recommend to everyone I know thank you so much Raul for your help and your patience very good experience!!!!!

Always file my taxes with Raul! He?s exceptional and doesn?t rush you, very personable!! He?s excellent at what he does.

Great experience here!!!! Nice office, Raul is amazing!!! Helps you and answers all questions!! Please get your taxes done here! No disappointment ??????????

Have been going to Raul for years, great place to do your taxes. Definitely recommend!

Raul was very professional, quick and orderly with completing my taxes and getting my return to me as soon as possible! Definitely recommend.

I?ve been doing my taxes with Raul for almost 5 years. He works with your schedule and remembers his clients. I?ve referred friends and family from the area. Thank you Raul!

I definitely needed to come back this year with Raul "R&M Taxes" to file my taxes. He resolved all my questions and make feel comfortable,very friendly and professional at the same time.

Raul is by down the best tax guy I?ve ever had. His prices are great, he?s very truthful and honest. Highly recommend.

Excelent Services, always available when need any questions

Oscar and Raul made getting my taxes done so easy. I live over 200 miles away and still wouldn?t go anywhere else. Best in the business hands down.

Excellent Service! Very friendly and helpful and helped answer all our questions. Definitely coming back and regret using TurboTax and not coming here in previous years.

Thank you Raul!! . About 3 years ago my husband Felix was looking for a place to do our taxes, a friend of us recommend this place, since the first time we trusted him,. We highly appreciated doing business with (Raul).

I really like this place i had a good experience. Raul was really helpful and nice will definitely be coming back again .

Grat customer service, Raul and his wife are awesome and trustworthy. Known Raul for years, and I can tell his professionalism is at top rank.

Raul was very honest, professional, and informative. He made sure he answered all of my questions, and advised me of what options suited me the most.

Hands down the best tax guy I?ve ever been to. He?s ever detailed and breaks everything down for you ! He definitely makes tax season less of a dread!

6th year coming here to R&M Taxes with RAUL and I?ve always loved the service! No doubt I?m coming back again. Thank you for your time and patience.

Very good service from Raul always, makes us feel very welcome everytime ! We come from Las Vegas every year to do our taxes??

Very honest and explains everything very well. Will definitely be coming back to do my taxes with him next year!

Absolutely phenomenal experience with this buisness. Raul and his staff treat you like family and provide quality service. I would highly recommend.

Best in the Business. R & M Taxes A-1 Customer Service is very profesional and welcoming. Gracias Ra?l por tus servicios

This is the best tax man I?ve ever been to!! Is very attentive to detail and makes sure I have everything I need!!!! Amazing!!!

I loved my experience here at R&M Taxes this is my favorite tax place, he was very efficient and helpful as well as nice about everything I will be coming here from now on

They do an excellent job at doing taxes. They are very fast & efficient. I refer everyone here .

Great friendly takes his time makes you feel comfortable, explains all the details of the tax bracket

Raul is the best I had trouble the past years.He help me fix it.

This is my second year coming and they give the best service and I highly recommend and I do recommend more clients

If you?re looking for a tax place this is it! Great service and goes above and beyond. I wish I would?ve found them sooner but better late then never.

Fast & easy. Great service. Great communication. I love it all I had to do was bring the necessities. Definitely coming back.

Went to get my taxes done for the first time! Excellent experience!!

Excellent service, fast and accurate. My tax guy since 2009.

Great Customer Service and a pleasure to speak with Raul! Highly Recommended,

This place has been a great help and understanding for helping everyone with their taxes. My family has been with them since 2016.

Great people!!!! No complains doing my taxes with them over 7 years?. Haven?t had any issues?.

Excellent experience. Took care on my first tax filing

Highly recommended! Very professional!

Great and reliable service. Everyone is always super helpful.

Really nice guy and great service.

Very pleasant process looking out for clients!

Very professional and straightforward will be coming here from now on.

Great service ,highly recommended

Super fast, easy, and stress free!

Raul is very professional.

(Translated by Google) I have been doing my taxes for several years with Raul's expert, he always gives me the best options and clarifies my doubts, excellent service and attention. 100% recommended (Original) Tengo varios a?os haciendo mis taxes con el experto de Raul, siempre me da las mejores opciones y aclara mis dudas , excelente servicio y atenci?n. 100 % recomendado

(Translated by Google) I love the service I have had, I have been doing my Taxes with Ra?l for more than 6 years and I like his kindness 100% recommended (Original) Me encanta el servicio que e tenido , tengo m?s de 6 a?os haciendo mis Taxes con Ra?l y me gusta su amabilidad 100% recomendado

(Translated by Google) Excellent service and the attention towards me is of quality and clarifies all my doubts. Thank you for your service. 100% recommended. (Original) Excelente servicio y la atenci?n hacia mi persona es de calidad y me aclara todas mis dudas, . Gracias por tu servicio. 100% recomendado.

(Translated by Google) It was my first time doing taxes and for my first time Raul helped me a lot and explained everything I have to do very well, I recommend it (Original) Era mi primera haciendo los taxes y para mi primera vez Raul mi ayud? mucho y mi explic? todo lo que tiene que hacer muy bien ese lo recomiendo

(Translated by Google) Very good service, 100% recommended, they answer your questions, guide you and help you with everything. Greetings! (Original) Muy buen servicio, recomendado al 100%, resuelven tus dudas, te orientan y ayudan en todo. Saludos!

(Translated by Google) Excellent service, 100% recommended, answered all my questions, very professional, I will definitely return next year? (Original) Excelente servicio 100% recomendable respondi? todas mis preguntas muy profesional sin duda regresar? el a?o que viene ?

(Translated by Google) Very friendly and honest, he explained to me all the doubts I had. I definitely recommend it and I plan to keep coming back. (Original) Muy amable honesto me explic? todas las dudas que ten?a definitivamente lo recomiendo y pienso seguir regresando.

(Translated by Google) Excellent service and very friendly, the good thing is that you can make appointments so you don't wait and they are always available to help you and answer any questions you may have. (Original) Excelente servicio y muy amables, lo bueno que puedes hacer citas para no esperar y siempre est?n disponibles para ayudarte y te contestan cualquier duda que tengas.

(Translated by Google) Super reliable and attentive, very good work 10/10 (Original) Super confiable y atentos muy buen trabajo 10 /10

(Translated by Google) Excellent service, Raul and his staff are very friendly and everything was well done, 0 problems with them I recommend them 100% (Original) exelente servicio ,raul y su personal muy amables y todo bien hecho 0 problemas con ellos los recomiendo 100%

(Translated by Google) Very good service and apart from it explains everything I give 100 out of 100 I recommend it (Original) Muy buen servicio y aparte te explica todo doy 100 de 100 lo recomiendo

(Translated by Google) Very good service and everything explained super well.. thank you very much (Original) Muy buen servicio y todo explicado s?per bn ..muchas gracias

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.