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RMG Tax Services & More

RMG Tax Services & More

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, with frequent praise for expertise, professionalism, and friendliness. Many note long-term satisfaction, efficient handling of taxes, and personalized attention. A few mention convenience for busy schedules. One negative review cites unresponsiveness and security concerns, but this is an outlier. The consensus is highly favorable, with strong recommendations for reliable, detail-oriented tax services.

About This Listing

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.*

Contact Information

Address

135 E Florida Ave Ste A7

Hemet, California 92543

Visit Website Call Now Get Directions

Hours

Sunday 10AM-2PM
Monday 9AM-4PM
Tuesday Closed
Wednesday Closed
Thursday Closed
Friday Closed
Saturday 9AM-3PM

Customer Reviews

Rosana is very detail oriented and takes the time needed to make sure everything is done correctly! We will be back!

Rosana took the time to answered all my questions and made sure I was able to put everything that was tax deductible because everywhere else they would say I couldn?t and would treat me like drive through. Than in top of that they would charge me an arm and leg for doing my taxes. She took the time and told me what I was able to claim and what I couldn?t. Thank you so much if and next year I am sending my daughters to go to her.

Unresponsive for months, probably closed. Schedule appointments elsewhere, they ask to send tax forms to an unsecure website.

We have been using RMG for both personal and business taxes for many years. Great service, reasonable rates & you can either make an appointment in person or file remotely (super convenient if you have a crazy schedule). Thanks RMG for all your help! A+ rating ??

Rosana has been doing my taxes for the past 4 years and I couldn't be happier with my returns. Thank you for such excellent work and for your professionalism. If you want your taxes done right, I would recommend RMG Tax Services every time.

Rosana is the only one I will let do my taxes, most efficient most helpful and professional 10 out of 10 I would highly recommend RMG Tax and Services &more!

Great tax service by Rosana. No problems at all. Fast and easy, and I got money back when i thought for sure i would owe! Definitely recommend.

It's my second time doing my taxes with Rosana and she is very good... Great great service... I highly recommend you guys to do your taxes with Rosana...

Great service. Friendly, helpful and quick. Works from home, but still a professional service and a professional look. Goes out of her way to assist you. Extremely happy with my appointment.

The excellence knowledge and expertise of their entire staff is incredible! To include the staff's adorning personalities makes the task at hand bearable!!

Great fast friendly tax service by Rosana.

2nd year using this service. Always an excellent experience.

Great fast friendly service.

Professional + Knowledgeable staff

Rosana and RMG staff are experts! Great and friendly 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.