*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.*
3651 3rd St
Riverside, California 92501
TERRIBLE SERVICE. I went to Karmann for help on some W2s back in Mid-February, he assured me everything I needed would be taken care of in a timely manner. I provided him with all the required information, he explained the process very thoroughly and provided me with answers to all of my questions. Turns out, Karmann did NOTHING to help. He did NOT help me with my W2s, once I found this out, I tried to communicate with Karmann. Rather than own up to his lack of work he proceed to dodge ALL of my calls and t
I had an excellent experience with Singh and Sons Tax. Their team demonstrated exceptional professionalism and expertise in handling my tax matters. The service was prompt, accurate, and tailored to my specific needs. I highly recommend them for anyone seeking reliable and efficient tax services. Thank you, Singh and Sons Tax, for your outstanding support!
If you're looking for a reliable and professional tax service, I highly recommend Singh and Sons Tax. Their personalized service and commitment to excellence make them stand out in the field. My experience with Karmann exceeded my expectations, and I'll definitely be returning for all my future tax needs.
Fast and friendly people. Karmann was very helpful and filed our tax in one day. Highly recommended for their excellent service??
I filed my taxes here, and the owner is very genuine and educated. He gave me a thorough rundown of every option available and was very open with me. I'll be recommending my family and friends.
I did my taxes here last here and everyone was very helpful! They were very straightforward and patient with any concerns or questions I had. I will be recommending my friends and family to come here!
Karmann helped my taxes. He seems to be very knowledgeable and helpful. The staff was awesome and they provided good services.
I had a very nice experience getting my taxes done here. Everyone was very nice and walked me through everything thoroughly and took their time. I will definitely be coming back!
I got my 2021 taxes done here and left with a smile, everyone at this establishment thoroughly explained everything to me and helped with any questions I had. I've recommended friends and families here and they never disappoint!
Easy and quick tax services. I get my personal and business taxes filed by Karmann. He is very knowledgeable and helpful!
The owner is very patient and helpful. he answered all my questions clearly and walked me through the process. I will be coming again and recommending my family!!
Wonderfully professional service and so fast even during peak tax season. Highly recommend!
So happy with this service! The owner (Karmann) is very professional and knowledgeable
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.