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Ranch Tax Services

Ranch Tax Services

Reviews Summary

The majority of reviews praise the service, particularly highlighting professionalism, expertise, and clear communication, with many customers highly recommending the business. However, some negative reviews cite poor customer service, unresponsiveness, and dissatisfaction with handling of tax returns. Positive experiences focus on trust and long-term satisfaction, while critical feedback mentions delays, lack of follow-through, and unprofessional behavior. Overall, the service appears reliable for many but has notable inconsistencies in customer experience.

About This Listing

Tax Preparation
Financial Advisory
Small Businesses
Individual Taxpayers

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

Tax Preparation
Financial Advisory
Small Businesses
Individual Taxpayers

Contact Information

Address

4213 Solano Ave

Napa, California 94558

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-3PM
Tuesday 9AM-3PM
Wednesday 9AM-3PM
Thursday 9AM-3PM
Friday 9AM-3PM
Saturday Closed

Customer Reviews

Have been doing my taxes with Karen for years, and I'm very happy with the service she provides. She is always very helpful and ready to answer any questions or concerns of mine.

My husband and I have done our own taxes for years after horrible experiences with another tax company (let's call them the 'great clips' of tax businesses).. my inlaws recommend we come see Karen last year and we will never go anywhere else. Last year and this year we left relieved and confident in our taxes rather than confused and stressed. 1 100% recommend her for personal and business.

I am very very very disappointed with the way this place runs their business. They charged $200 to prepare a simple tax return which is fine, but I had to correct Karen Gallegos the first time around because she didn't even ask me simple due diligence questions and just assumed things and filled out my tax return. My fiance even paid extra (I believe $600) to expedite his own tax return. Then 3 months pass by and I still don't have my tax return. I checked the IRS and CA state website and turns out that bot

Bad service. I sent them my documents to get help and after 8 weeks of nothing and multiple phone calls to find out how everything was progressing, I finally called and Duane hadn't started on my paperwork. Duane became hostile and said "Why don't you just work on it yourself!?" and hung up on me. I do not recommend this business at all and will be filing a report with the Better Business Bureau.

Ranch Tax has done a great job on my taxes for five years. They have stood by me when needed on any tax issue throughout the year. It is great knowing you have a tax expert in your corner and answering your questions when you need it.

Got my taxes done here, Karen was professional, caring, and helped me with my taxes. I highly recommend coming here if you want your taxes done with a smart group of people ??

I showed up for an appointment and was told the person that I needed to meet with was out of the office due to illness. She actually told me the nature of his illness which I found quite unprofessional. She then said she would get back to me no later than the Monday the following week and it's Wednesday with no call. I even called on Tuesday to let her know that I was waiting for her call and still nothing. Very bad customer service.

They did a great job on our taxes. They listened to me and responded and showed where I can save money on my taxes.

Ranch tax saved me money after filing for myself! I also hired them for my worker bill pay service! I recomend ranch tax! Jason

Karen is highly recommended. I'm very happy with her service.

Ranch Tax Service has always been great to us over the years!

I highly recommend Ranch Tax Service! Karen is helpful and explains everything clearly.

Excellent team of professionals. They went to bat for us, and wow what a great result.

Setup a phone appointment and she never called me back.

(Translated by Google) Excellent, very good service (Original) Excelente muy buena atenci?n

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.

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