Sandoval Tax CPAs, Inc.

Sandoval Tax CPAs, Inc.

Reviews Summary

The consensus highlights exceptional service with consistent 5-star ratings. Reviewers praise deep tax expertise, professionalism, and ability to minimize liabilities. Many note long-term satisfaction, with specific appreciation for clear communication, availability, and personalized attention. The team is commended for simplifying complex processes, offering business guidance, and providing prompt, friendly service. Several mention significant tax savings and reliable support for both personal and business needs. The overall sentiment is overwhelmingly positive, with strong recommendations for their knowledge, efficiency, and client-focused approach.

About This Listing

Bookkeeping
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
Small Businesses
Real Estate
Restaurants
Construction
Professional Services
QuickBooks
Bilingual Services

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
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Budgeting
Forecasting
Financial Advisory
Outsourced Accounting
Small Businesses
Real Estate
Restaurants
Construction
Professional Services
QuickBooks
Bilingual Services

Contact Information

Address

3877 Stockdale Hwy

Bakersfield, California 93309

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

As a business owner, having a knowledgeable CPA is crucial for financial success. Joel Sandoval, CPA, has built a reputation for providing expert tax guidance and strategic financial advice. A great CPA doesn't just handle taxes?they help business owners maximize deductions, stay compliant, and plan for long-term growth. If you're looking for a tax professional who understands the ins and outs of business finances, Joel Sandoval is highly recommended!

I just started with Sandoval Tax approximately 8 or 9 months ago. All contacts are professional and understanding. I love how they put up with me and have my best interests in mind. Thank you to the team that handles my accounts, I really do appreciate you all.

Sandoval Tax has been a blessing to our company and family. They are very knowledgeable and very serving. They saved us a lot of money on taxes which was not the case in the previous years for us before them. I highly recommend Sandoval Tax

I've been working with my CPA for a while now, and I couldn't be more impressed. They are professional, knowledgeable, and always take the time to explain things clearly. I trust them completely with my finances and highly recommend their services to anyone looking for reliable and efficient accounting support.

Sandoval Tax, CPAs Inc. stands out as one of the finest, if not the absolute best, accounting firms I've ever encountered. Their level of professionalism is exceptional, and their responsiveness is nothing short of remarkable. From the very beginning, they have consistently gone above and beyond to address my inquiries and meet my needs, ensuring that my financial affairs are handled with the utmost care and efficiency. The entire team exudes a warmth and positivity that makes collaboration a genuine pleas

Sandoval Tax has been processing our taxes for over 10 years. Joel and his team have always been professional and knowledgeable.

Well worth the investment! My team at Sandoval Tax are so thorough and comprehensive. Definitely recommend working with this team! Best part- it is Latino owned and operated!

Excellent customer service. If you have any doubt they will make it crystal clear. They are very knowledgeable and professional at what they do. They have help me save thousands on my personal and business taxes. It is a pleasure working with this great team.

I've been using Joel for several years now. His team is knowledgeable and responsive to all of my emails. Would recommend.

Working with Sandoval Tax has been a breeze. Eric is always available to answer my questions and he is extremely helpful. As the director of a construction business, they offer business solutions that fit our needs and I have never had any issues with communication, or clarity. Thank you Sandoval Tax and Eric Banuelos for being there for me and my team when we have questions.

Sandoval tax is the epitome of professionalism. Starting a business can be very challenging, and Sandoval Tax has supported me through the process from the very beginning. Whether you are just starting out, or are an established business, I would not hesitate to recommend Sandoval Tax.

The best Tax CPA?s ever! I've tried a few different firms in the past few years and none of them really helped me when it came to tax strategies. Sandoval Tax was the first company to actually implement the right plan for me that was effective! I would definitely recommend this company to any other business owner that is looking for a company that can help you save on taxes.

As a small/self-employed business owner, they were able to save me thousands of dollars this year on my returns, and I learn so much more in a few months with them, than I had in 3 years trying to do it alone. They are super friendly, easy to talk to, they respond to all inquires, and are totally worth it. I was hesitant, at first, because they are not cheapest way to go, but they ended up being totally worth it. I wish I had gone to them sooner. Sandoval Tax pros are super professional, knowledgeable an

Sandoval Tax Team is simply amazing. Sandoval Tax provides prompt communication AND simplify many processes that make life easier for a business owner. Sandoval Tax has provided guidance in forecasting budget and significant savings on business and personal income!

Absolute Amazing Experience. If you are looking for an extremely good CPA team to handle your bookkeeping needs and Taxes look no further. Very knowledgeable on the tax laws and always up to date on them. They are very attentive when you have questions. They pick up the phone when you need anything. They are there for you every single time.

Best thing I could of done was to discovered Sandoval Tax! They have the best customer service. Rosie is ALWAYS available to answer my slew of questions. I've learned so much in such a short time and that's mainly because they're truly interested in helping people and guiding them to gain knowledge, to help run their business as smooth as possible. Thank you so much to everyone at Sandoval! We're just so pleased!

I have been using Sandoval Tax CPAs since one year after starting my business and I wish I had used them sooner! They have helped me streamline everything and as a result have saved me a lot of money! I would not hesitate to recommend them to all my friends and family!

Avoid this tax firm at all cost. I went to a consultant, signed documents then a few days later called and told them I went with another firm. They didn't look at my accounts in anyway but charged my account over $3,000 and refused to refund the money back. Apparently he feel he shouldn't have to give it back? then the office lady said all the could off was a business plan to compensate for the money they took out of the account?. I also know other business that's had problems with this firm and they refuse

I have used Sandoval Tax for the past three years, and I am very pleased with the service. Joel has saved me money on my tax bill since my first year. Now I have more assets and investments. After reviewing my tax return documents, I realize how complex the process is. I appreciate the value, service, and piece of mind knowing my returns were completed correctly. I am very satisfied with the money I save on my tax bill. I recommend Sandoval Tax to all my family and friends!

Sandoval Tax is an amazing service. We had an issue with an oversight on our part and Joel was able to correct this with the IRS. Saved us a significant amount of money and we are very grateful. Excellent and responsive support staff in the office. A totally professional operation, we will always use Sandoval Tax for our tax preparation needs.

Joel Sandoval and his team of associates have been working on our company bookkeeping and tax preparation for years. His work is effective, detailed, and coordinated. I am able to get my questions answered right away via email, phone call or zoom meeting appointment. I'm very impressed with the quality of service, detailed answers and advance planning for future returns. I would strongly recommend using his company for both personal and professional tax preparation.

I've been a long time client of Joel's and thanks to him I've been able to grow my business over the years. The customer service has always been exceptional from Joel and the team at Sandoval Tax CPAs Inc. The team is great at communicating, very professional, and knowledgable. Thank you.

Joel has only been doing my taxes for 2 years, but he's been amazing! We had some unique situations on last year?s returns. He efficiently took care of our issues, including contacting the IRS on our behalf. He was able to answer the necessary questions to help assist us in the matter. We highly recommend him. Thank you, Joel for you professionalism and efficiency.

Sandoval Tax, CPAs Inc. Is one of the best and most capable accountants I've ever worked with. They go above and beyond to ensure my accounts are managed smoothly, and the team is very knowledgeable about all requirements related to my business. Even though my business is based in NYC, The team is always very responsive to my questions and quick to take care of all of my accounting needs. The accounting lead is on point and keeps you updated throughout the process of your financials. Special thanks to Joe

This was my first year with Sandoval Tax, and Joel was great. Courteous, skillful, and professional. Quick turn-around on the returns and good communication with me. He'll also be looking into some pension and after-tax contribution questions for me, and I'm confident in advance of his knowledge with that also. Would definitely recommend to friends.

Sandoval Tax CPA?s have been great, very professional, they take the time to explain everything in great detail when it come to business tax planning. I followed their plan to the best of my knowledge and now that taxes were paid and over with for 2021 it was a great time for my business. Anytime I had questions or concerns throughout the year they went into great detail on what was asked and what needed to be done. The whole team was amazing. Thank you so much and will look forward to doing business in the

Joel & his staff at Sandoval Tax CPAs are THE best in town at what they do. Very helpful & informative. They make you feel real secure with all your financial needs. I highly recommend Joel .

Sandoval Tax and accounting is a very professional business. Joel does all he can to make the process seamless and easier on the client. He has invested in his business to make the experience for his clients a great one. This is now our 3rd year doing business taxes here. We plan on working with Joel and Sandoval Tax for many years to come. Thanks again Joel!

I couldn't be more grateful to have discovered Sandoval Tax CPAs, INC. They have truly been a blessing to our business. They are masters at accounting, tax preparation, bookkeeping and SAVING. They are ALWAYS available to answer my slew of questions. For once, I feel like I'm truly getting my money's worth in a tax preparer/accountant. I've learned so much in such a short time and that's mainly because they're truly interested in helping people and guiding them to gain knowledge, to help run their business

My wife and I have been using Sandoval Tax for the past 4 years and have made the process smooth each time. He's saved us thousands on taxes and given us the resources to manage and organize our expenses through out the years to make managing a business much easier. Highly recommend joel and his team for all your tax and accounting needs.

Sandoval Tax has done an excellent job in correcting our tax liabilities and keeping everything the way it should be. Joel makes time to answer phone calls, emails and to send anything that is requested. Quite frankly, I don't know how he does it. We are very, very happy with all the work he has done and would recommend him to any of our friends or business associates.

My husband and I always get our taxes done with Joel, and we will continue to go with him; Even when we have moved to another State. He has excellent communications skills, he's very professional, and always willing to explain and go over information if necessary He and his staff are always on top of the game. They always respond to our calls an emails quickly. I highly recommend Joel! A reliable tax accountant is definitely a must.

Sandoval Tax is a wonderful business to work with. The office is nice and quiet and the front desk is kind and friendly. Joel is extremely prompt and for the last 2 years has made doing our taxes a breeze. Definitely would recommend Sandoval Tax, they're great!

Before using Sandoval Tax CPAs, I did my own taxes on one of the tax software program. With my small business and its requirements, I decided to go with a CPA. I am have been with them several years now and I cannot be more pleased. Now when I get those letters from the IRS with silly yet stressful requests for additional information, I just let them know and they take care of it.

Sandoval Tax provided great, reliable, and honest service preparing my tax return this year. I was able to effectively communicate with Joel Sandoval regarding my taxes. Moreover, having the ability to be able to provide necessary information without having to meet in person due to my busy scheduling. I would recommend Sandoval Tax to all!

Very professional service, from the first contact they communicated very well with the services, that they can provide. Since day one they have been efficient in helping us send everything over. The appointment in person was even better very kind professional individuals, and they had a welcome screen with are names. Thank you Sandoval team for being Amazing. I am looking forward to working with you all.

For as long as I can remember,Joel has always been such a hard working person,a go getter and my best friend. It took him years to get to where he is at and to open his own business. Joel has been doing my taxes for 10+ years now and he has always delivered fast and excellent service. If you want someone you can rely on and trust,Joel is the man for the Job

This was my first time filling taxes with Sandoval Tax. I was happy to work with Joel. He was big help and got done in a timely matter. I look forward in working with Sandoval Tax for any future business or tax services.

I have been doing my taxes with Joel for 9 years. He has great knowledge in the field and always recommends the best suggestions for me. He is efficient and on top of everything. The best thing about Joel, is that he is honest and won't do anything that will get you in trouble. He is a class act. He really cares for his clients.

I've used Joel at Sandoval Tax for the last few years and I enjoy meeting with him every tax season. He is easy to work with and makes the entire process nice and smooth. He is very knowledgeable of the tax law and would highly recommend to anyone looking for tax advice.

Joel Sandoval is an excellent, very professional CPA. He ensured that I was well informed of new tax laws and he answered all of my questions with detailed responses. Being self-employed, taxes can be complicated, but Joel made sure that I left the appointment with no questions being unanswered. Joel also handled all of my tasks online using a portal system, so there was no need to drive back to his office to sign documents. Reminders are also sent by text message and email so you don't miss this very impor

My husband and I have gone to Sandoval Tax for over 3 years. I can always trust Joel?s knowledge and experience when filing our taxes. Whether it be buying a home or having another child, Joel is always there to answer questions and make the filing process smooth.

We just finished doing our taxes with Joel, and as always it was a very pleasant and enjoyable experience. I have been doing business with Joel for years both as my accountant and my realtor and I truly believe that you will not find a more knowledgeable down to earth guy in either of these fields. No regrets leaving the painfully boring "how much longer is this gonna take" H&R Block. If you want a more personalized experience with someone who you'll feel more like your hanging out with an old friend rather

Joel provided excellent service. He has an efficient process that allows the client to upload all tax documents to a secure folder. From their he is able to prepared your return and have it complete and filed with the IRS before your appointment. He quickly responds to all questions and is very knowledge of current tax guidelines.

Absolutely love all the staff with Sandoval Tax. They are so patient with me, and are always very detailed and specific with everything. As a business owner life gets busy, but they work with me and explain everything in detail.

The staff at Sandoval Tax & CPAs are extremely friendly, helpful & professional. They are attentive to your special needs. We have been going there for about 3 yrs & foresee more to come. Give Sandoval?s Tax a call you won't regret it!

This is our third consecutive year of using Sandoval Tax CPAs and I highly recommend their services. Rosie, our accountant and Maria were highly professional and very skilled. The tax return was prepared promptly, all questions were addressed and the returns filed electronically without a glitch. We look forward to having a long relationship with this firm. David Braun

Joel was very patient with us novice business owners. He answered a ton of my questions in an extremely timely manner (usually within 10 minutes), and trust me, I had a lot of tax questions. He had our taxes done within a few days. His office staff is polite and efficient as well.

My husband and I went to Joel to get our taxes done. Joel is very knowledgable and easy going. He answered all of our questions and was very helpful. It was a great experience overall. We look forward to doing our taxes with him again next year.

Joel has gone above and beyond to accommodate my wife and I. Scheduling us outside of the normal business hours and answering any questions we could think of. He and his staff are very knowledgeable and welcoming. I would highly recommend Sandoval Tax!

My experience working with Joel was Amazing. I would always do my taxes in other places and I will continue to on my do my taxes only with Joel. He peronlizes your experience to make sure he gives you the best quality customer service.

I recommend Joel Sandoval. He provided a good, fast, and professional service while getting my taxes done. If you plan to get your taxes done soon Joel is the person to go to.

Awesome service. Knowledgeable staff, easy to communicate with. We would definitely recommend Sandoval Tax to any small business.

Great experience with Joel and his team! Response time is excellent, they are always on top of everything. Definitely recommend to everyone both on personal and on business accounting/bookkeeping services.

Sandoval has been a huge help with our business taxes & accounting. They are very thorough and knowledgeable. Their costumer service is best in class!!!!

Sandoval Tax once again has blown our minds! We anticipated owing money only to find out that Sandoval Tax found additional deductions and saved us thousands on taxes once again! We appreciate them and highly recommend them!

Top-level tax and related work with 5-star service. Good at navigating complex systems. Did amazing job at minimizing tax return liabilities. Always available for questions and very professional. Highly recommend!

Joel Sandoval and his team provided excellent service. He formulated a plan to help me move forward in my financial planning and his team provided stellar assistance in helping me execute my plan.

Great service, always very friendly and informative. Joel is a great CPA and he is very knowledgeable. Joel and his team are a great asset to any business and worth every penny.

Joel and his team are very professional and have helped organize our finances for our small business in the short amount of time we have known them. We are very grateful and so glad to have stumbled upon Sandoval Tax.

Joel is smart and savvy...I have known Joel for a number of years and have always believed him to be an honest and trustworthy person. I was looking for a CPA who could assist me further then just crunching the numbers on my tax return. Joel is helping me do things the right way! And that is exactly what I was looking for.

Very Professional Team. I recommend Sandoval Tax. I will be back next year. If you own a business, sold or bought a home etc... You will need their expertise. Thank You to the Sandoval Team.

Knowledgeable, accessible, and thorough. Sandoval Tax has been a tremendous asset to my growing business.

I am delighted to give Sandoval Tax this review Mr. Sandoval and his staff were helpful and responsive to my specific needs. I felt welcomed and heard . I will be continuing to give my business to them. Thank you !

I started working with Joel a few years ago. He has been incredibly helpful helping me understand more of what goes on with my taxes and is quick to respond whenever I have had any questions or concerns.

We called based on reviews we read. Joel got us in quickly and was kind and professional. The process was painless! We feel we've finally found someone to work with year after year.

It was my 1st time visiting Sandoval Tax and it won't be my last. Joel as very hospitable and was very helpful in answering any of the questions I had . I would definitely recommend him.

I've been going to Sandoval Tax CPAs for a few years now and they've been great in helping me prepare my business and personal taxes. Highly recommend!

Sandoval Tax CPA is highly recommended Joel and His staff are top notch very professional I fell I'll a couple years ago and they were very instrumental in m getting my affairs and business back in order always available day or night for any questions I had they also do all my bookkeeping and payroll such a blessing when I met Joe great to see his business grow his front Desk Help Maria is great and always helpful to me

Joel is top notch! Very easy to reach, very knowledgeable, and a true professional. Most definitely recommend him and his team.

Excellent work team, Kind and Friendly customer service, especially Rosalva, she is very professional and always helpful to her customers! highly recommended Sandoval Tax CPA. ??

Sandoval Tax Services did an excellent job for my husband and I, we will be returning to him and would recommend him to family and friends!

Very pleased with their preparation services! Rosie has been very patient, knowledgeable and has answered my questions and helped us so much!

Joel is the best in town! Very fast and thorough. Definitely get what you pay for when it comes to getting your taxes done!!

This group of individuals are excellent in their field. They helped us understand the tax side of business & the ways to save on taxes in a legitimate way.

Went to Joel for my taxes. He was very knowledgeable and able to answer all of my questions. Made the process very easy!

This is my second year filing taxes with Sandoval Tax and I'm very pleased with their services! I'll definitely continue to file with them!

Amazing service always a pleasure doing my taxes at Sandoval Tax . Will definitely recommend to everyone.

Their professionalism and dedication was absolutely amazing. They prepared my taxes in less than a week. I would highly recommend them to anyone.

This is the 3rd year we use Sandoval he is very professional, explains every detail to us and is honest and trustworthy highly recommend

Been coming to Joel for many years and he's always professional and friendly. He's extremely knowledgeable and helpful, I will be coming here for years to come.

Walked in and was assisted within 10 minutes of arriving. Definitely recommend their services for a quick and easy tax return.

Joel is extremely knowledgeable and professional. Definitely recommend him for any personal or business needs!

Always on top of everything, always update our numbers and helped us so much to saved tax!

Joel is very Knowledgeable and always excellent service always answers any questions I have. I Highly recommend him and his staff.

What amazing and prompt service every time I need them ! And I really love that everything can be done virtually and secure. That saves a ton of time for busy professionals.

I lost my 100 $ and wasted my time for nothing I searched for him by the web as a business advisor to start up my business but he didn't have any answers for me he only knows about taxes my appointment was business question

Rosie was amazing, I would recommend her services to EVERYBODY!

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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