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SBZ Tax and Accounting - Palmdale

SBZ Tax and Accounting - Palmdale

Reviews Summary

Customers consistently praise the exceptional service, highlighting professionalism, expertise, and patience. Many appreciate the clear explanations, stress-free process, and confidence in handling complex or overdue taxes. The ability to maximize refunds and resolve issues efficiently is frequently mentioned. Reviews emphasize strong recommendations, with repeat clients praising consistent quality and responsiveness. The service is described as thorough, fair-priced, and transformative, especially for challenging situations like lost documents or self-employment filings. Overall, satisfaction is unanimous, with many calling it the best tax experience they’ve had.

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

190 Sierra Ct suite 335

Palmdale, California 93550

Visit Website Call Now Get Directions

Hours

Sunday 9AM-7PM
Monday 9AM-8PM
Tuesday 9AM-8PM
Wednesday 9AM-8PM
Thursday 9AM-8PM
Friday 9AM-8PM
Saturday 9AM-7PM

Customer Reviews

I recently had the pleasure of working with Tony and I couldn't be more satisfied with the service I received. From the very beginning, he was incredibly professional, knowledgeable, and attentive to all my tax needs. He took the time to explain everything in detail and made sure I understood all my options. The process was smooth and stress-free, and I felt confident that I was in good hands. I highly recommend Tony to anyone looking for reliable and expert tax services. Thank you for making tax season a b

Major success story with Tony at SBZ Tax! I was referred by a successful business friend, and he took me on as a new client in the very beginning of tax season- unheard of. Not only did I have backdated years to file, but I lost my home in the Los Angeles January 2024 wind/fire disaster and therefore lost all of my tax documents. Tony is very well educated, resourceful, timely, and respectful. His prices are very fair for the thorough job that he does. Any issues or questions that arose, he handled for me w

Tony was great! We were behind a year and in our first year requiring self employed taxes so I'm sure everything we provided was messier than normal. He was very patient and very prompt with us. We'll be returning to him for sure!

It has been great working with Tony. He has been on top of the work since beginning. This is the second year working with him and I couldn't recommend him more. He made sure that I got the best possible option. He kept me in the loop at all times and was quick to answer questions that I would message him. Great experience. Thanks a lot.

Tony at SBZ Tax made filing my business and personal returns easy and stress-free. He's very knowledgeable and was able to help me out with a few other questions and issues I had. I'm very happy with his work and would highly recommend

I would highly recommend SBZ tax and accounting!! Tony was a pleasure to work with. He explained everything and I felt confident we were in good hands with our taxes. Thank you Tony and SBZ Tax and Accountimg!!

Came to this place highly recommended by a friend, hadnt done my taxes properly in years. After giving up on doing them myself, i found this place and Tony and they have not disappointed. Thought I'd have to pay some taxes but im actually getting a refund!!! Amazing!! Thank you for all that you do! Highly recommended!!!

Came for the first time to do my taxes with Tony . I can say I will be coming here next your too. He is very friendly and knowledgeable.

There is an art to precision, to understanding the intricate mechanics of a system and bending it, ever so slightly, in your favor. Tony possesses this rare gift. He took my paper work?this tangled web of figures and filings?and shaped it into something efficient, something that worked for me rather than against me.

By far the best tax service I have ever used in my life. Would recommend over and over again!

Very professional and amazing work. Thank you so much for all your help.

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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