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Smart Tax Financial, LLC

Smart Tax Financial, LLC

Reviews Summary

Consensus: Customers consistently praise the exceptional service, professionalism, and expertise in tax preparation. The team is highly responsive, knowledgeable, and thorough, with many highlighting years of satisfaction. Their up-to-date technology, clear communication, and friendly approach make them a top choice for tax needs. Multiple reviewers strongly recommend them for reliability and outstanding customer care.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Local Tax Credits
Remote Services
Years of Practice
CPA License

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
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Local Tax Credits
Remote Services
Years of Practice
CPA License

Contact Information

Address

11801 Pierce St Ste 200

Riverside, California 92505

Visit Website Call Now Get Directions

Hours

Sunday 8AM-7PM
Monday 8:30AM-6:30PM
Tuesday 8:30AM-6:30PM
Wednesday 8:30AM-6:30PM
Thursday 8:30AM-6:30PM
Friday 8:30AM-6:30PM
Saturday 8:30AM-6PM

Customer Reviews

Michael Asta is very professional and knowledgeable, I?m doing my income taxes with Smart Tax Financial LLC for more than 3 years and I?m very satisfied with their work? I definitely recommend this company for all your taxes needs.

Mike Asta and his team at Smart Tax are professional and knowledgeable when it comes to your tax and financial needs. I had an amazing experience with this company and highly recommend them for their outstanding customer service, reliability and high-quality work.

We are so impressed with this company. We have had our taxes done with them for several years now and are constantly amazed with the professionalism and friendly customer service. Michael is always communicating with us and keeping us in the loop, and really just going above and beyond to make sure we?re happy and things are processed thoroughly and quickly. If Michael isn?t available, the other staff members are great too. I?d highly recommend this company, they offer a number of wonderful services.

I did my taxes here today actually, great service. Micheal was very informative and he explains every detail. I called early in the day with a question prior to going in. Was not able to talk to him but left a message with his assistant. He called back right away, So very responsive. Great spot to take care of your taxes. Up to date with the times in regards of technology, which is neat. So if your looking to do your taxes. This is the spot !!!

Michael is so Professional and is very Timely with My tax Returns every year. I have recommended many people to him and they are all Greatly Satisfied..

Nothing but the best customer service and very detailed when it comes to my yearly income tax return. Mike is very knowledgeable and have been doing my income tax with him for the past years. I highly recommend to anyone.

Smart Tax Financial, LLC is the Best! It is delightful to work with such a knowledgeable team. They are fast to respond and answer all my questions.

Excellent service an he is very intelligent an up to date on tax laws. I was very impressed. Lana

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.