*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.*
1043 W Ave M-4 ste f
Palmdale, California 93551
I've been getting my taxes done by Mrs. Snapp since 2012. She has always been courteous, professional, and very accommodating. She takes the time to explain things to you in a thorough manner and you never feel rushed when she's working with you. She treats each client as a person instead of a paycheck. There has never been any errors on my returns and Mrs. Snapp has always done everything to get as much money back as possible. She really knows her stuff! Two years ago my family moved out of state and I wa
I'm very happy that I found this place. Ms. Snapp seems kind, attentive , and very knowledgeable. All her office staff are very nice too- especially Monica. I really appreciate their helpfulness. I started to come here to do my tax in 2018 and I plan to return every year. I wish I had found this office a lot sooner.
Yuly at Snapp?s Tax is the best! She not only takes her time to do it accurately the 1st time but she cares and makes you feel like you are looked after. My wife and I have been going to her for 4 years now and have never had better service. Knowledgeable and professional.
Very knowledge about tax law. I had one CPA for 25 years who didn't know you got a Federal tax credit for buying a natural gas car(which has now expired) & he made me look it up for him. The 2nd time he wouldn't write of my mileage for driving to work on an Air Force Base . He said it was my normal commute. So the next CPA I hired didn't know either until given the information. Both should have known this & to charge over 250.00 then have you do their job for them, inexcusable. We ask her about what we can
I'm glad to do tax there , she has a very frendly employees.. We are happy whit the lady is very honesty...and come do your taxes here ??!
Really great! I got the double chile burger. Never disappoints
They have been doing taxes for 20 years now! To be in business for that long speaks for itself! Would recommend to everyone.
Always honest ,does the best to get the money you deserve back . Will always come back.
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.