*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
14591 Mulberry Dr
Whittier, California 90604
We had alma file our taxes and it was an excellent experience. She's very good at what she does, courteous, patient and professional, and knowledgeable. Works with a great staff, sister jasmine and husband Steven. Always looking out at your best interests. Strongly recommend raven tax services
I was referred to raven?s tax service to get this years taxes done by my boyfriend. They were very flexible to work with my very busy schedule so i can get this done. They explained everything in detail and helped me understand the outcome for my last years taxes as well. It did not take more than an hour to complete. Once finished they offered for me to take a free tumbler to my boyfriend as they were offering free tumblers for referred customers. I would definitely recommend this place.
Great! customer service. I will be returning next year. The employees are very informative, if you're not too savvy on taxes refund information. Raven also provides other services that I will be take a vantage of? Thank you for everything Alma and Steve.
I had a great experience here at ravens came to do my taxes for the first time seems like she has a lot of knowledge and very experienced. She walked me through everything I needed to know. I appreciated that she took her time got it done right. I will return again very friendly??
Alma and Steve were great! I was able to make an appointment and get passport photos the same day! Submitted my online renewal application for my passport within 24 hours of Steve taking my photo. Photo was accepted and just waiting for my passport! They have a variety of services and are extremely kind and friendly!!!
Alma is very professional, extremely knowledgeable and efficient. She is friendly and always willing to help! Along with taxes they do many other services, very convenient. I highly recommend.
They were amazing and answered all my questions and went beyond. Recommend Raven to my family and friends and who else is out there.They did an amazing job they are awesome.
Absolute best place to come do your taxes at! I've been coming to them for the past six years and they are all amazing. Very friendly and helpful. I had questions and they provided me answers. I'll be going back for sure this year.
Alma's tax service provided me with a top-notch service. I was also impressed by how quickly my taxes were filed and the accuracy of the forms. I would highly recommend Alma's tax service to anyone looking for reliable and efficient tax filing.
Alma and her husband are very helpful they are all about the customer amazing customer service. They make Filing our taxes easy it's my second year going to her and I'm really happy with the service.
Great customer service! I used to travel far to do my taxes, so I'm glad I found a local tax preparer that I can trust! I was also able to get my fingerprints there! A one-stop shop!
This is my second year with Alma and she has been such a great help and answering any questions I may have. Highly recommend going to her for all your tax needs! ??
I had a good experience. Really friendly and they explain everything with details and if you have questions they are there to help you. I Recommend raven tax services.
Quick and friendly service! I would highly recommend this place of business to others. Much appreciated.
This was my first year using Raven tax services my experience was great I will definitely return next year wish I had known about Raven tax services years ago .
100 % recommend her!!! Very professional, she explains how she did everything and has helped us a lot with our taxes.
Alma did a fantastic job - knowledgeable, professional and friendly! I highly recommend her services.
They were very fast with results and answered all the questions and concerns about taxes good place to do Taxes for people that need help very friendly service and great price for helping you with taxes
Raven tax service was very good, fast and professional. You are not just a number they treat you like family ??.
Great customer service. Always make you feel good . 100% Recommender
Awesome people and place, good to explain everything. So grateful that we found our place to years to come??????
Amazing tax services and competitive pricing!! Highly recommended Alma for your tax filing needs!!
Great tax services. And, very reasonably priced. I WILL be returning next year.
Great service and quality. I love the quick response and attention. Will repeat my order.
Great service, fast and very friendly. Definitely recommend.
Very happy with Miss Alma. Professional and everything explained in detail. I'll be back.
Alma is helpful and explains everything 10 out of 10 recommend her services!!!
The best at preparing taxes! Definitely recommend Raven tax services!
Really fast and reliable service. I'll be a return customer.
Very friendly knowledgeable fast service
I think you are amazing, friendly, professional, and I trust you!
Very professional! Excellent service !
Great service and very nice persons
NESTOR. JR. LEON
(Translated by Google) The girl who helps you is very attentive and helpful. I recommend this place to do your taxes. (Original) Muy atenta y servicial la muchacha que te atiende.. Recomiendo este lugar para hacer tu taxes
(Translated by Google) Excellent attention, service, advice, I am really very grateful. Great assessor. Thanks (Original) Excelente atenci?n, servicio, asesor?a , realmente estoy muy agradecido. Great assessor. Thanks
(Translated by Google) Excellent I am grateful good attitude good attitude good service (Original) Excelente estoy agradecido buena actitud buena actitud buen serv?
(Translated by Google) Excellent service in Spanish ?? (Original) Excelente cervicio en espa?ol ??
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.