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SMS Bookkeeping and Financial Services

SMS Bookkeeping and Financial Services

About This Listing

Bookkeeping
Payroll
Tax Preparation
Small Businesses
Individual Taxpayers

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
Payroll
Tax Preparation
Small Businesses
Individual Taxpayers

Contact Information

Address

43831 10th St W

Lancaster, California 93534

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Sheryl is professional, knowledgeable and a pleasure to talk to. Any customer can expect kindness and excellent service. Thank you very much for your openness and transparency.

My address was input incorrectly on my form, causing my return to be delayed almost a year. I called and was just told to call the IRS to figure it out. After a back and forth, they sent a change of address for me to mail in. I was then blamed for them putting the incomplete address on the form THEY prepared. No apology and zero accountability from management. Ridiculous.

Doing taxes has always been a stressful task for me, but everything changed when I started using SMS Bookkeeping and Financial Services. Sherryl and her team are absolutely amazing! From the moment you step into their clean and inviting office, you feel at ease. They are professional, thorough, and take the time to explain every detail, making the entire process smooth and stress-free. Their dedication to accuracy and customer satisfaction is unmatched. I couldn?t be happier with their services and highly

Ive never met someone who knows her stuff like she does. I will never use someone else again for my taxes.

I was referred to Sherryl at SMS Bookkeeping and am so happy I used that referral. Sherryl is absolutely the best, she truly knows her stuff, Sherryl?s knowledge saved me $50,000.00 that I thought I had to pay. I kid you not, from the moment my son and I met her, I felt an instant friendship/likeness to her, she tells it like it is and it?s all positive. Thanks so much Sherryl and your staff ??

So happy we went with Sherryl this year for our taxes. She is so knowledgeable and sweet. The process was fast and easy. Well definitely be going to from now on.

I confirmed my appointment the day before. I interrupted my 2 yr old?s nap and pulled my daughter out of kindergarten early and drove 45 minutes so I could arrive at sms bookkeeping 10 minutes early only to find the door was locked and no one was in. We waited until our appointment time, tried the door again, knocked, then left. No one called to let us know they were running late, no one has called us since to apologize for not keeping our appointment. I?m upset of course but more than that I?m floored at t

I've been working with Sheryll for a few years now and I'm always happy with her services! ??

I went to Sheryll for the first time this year and she was amazing!! I Super knowledgable and friendly. I can't speak highly enough of their services.

SMS Bookkeeping has been preparing my taxes for years, I have always been satisfied with the service. I moved a distance away and I continue to use their A+ service.

I did my taxes here for the first time and was amazed at how much she knew and was able to answer all my questions I had! I will definitely be going back to her every year I am here!

Excellent, high quality and prompt service with a smile. Very knowledgeable staff got me my max CA and Federal tax return.

Fantastic service. Cheryl is great. Helped us file and was extremely friendly and a pleasure to work with.

I could not ask for anyone better to handle our taxes... .both business and personal.

The best help around for running a small business

Love them. Efficient and friendly.

Best tax and bookking 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.