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Solowitz & Associates CPA's

Solowitz & Associates CPA's

Reviews Summary

The overwhelming majority of reviews praise the firm for exceptional professionalism, expertise, and personalized service, with many clients highlighting decades of trust. Staff are described as responsive, proactive, and detail-oriented, making clients feel valued. Multiple reviewers recommend the firm for accounting and tax needs. However, one negative review alleges unprofessional behavior and racial profiling, contrasting sharply with the otherwise stellar feedback. Most clients report stress-free experiences and strong long-term satisfaction.

About This Listing

Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Remote Services

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

Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Remote Services

Contact Information

Address

71-650 Sahara Rd STE 1

Rancho Mirage, California 92270

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

Since opening my business in 2012, Nona and her team have been a tremendous asset. With their experience and expertise, I've been able to eliminate the busy work involved with accounting, P&L?s, taxes, and other tasks that do not allow me to drive the sales needed to grow a business. Having Nona and her team is like having a full time CFO at a fraction of the price of hiring an employee to handle your accounting needs. I have referred many peers to Nona and team and will continue to do so. In addition t

Like everyone, when i read reviews, I don't know if they are to be trusted or not. As such, this is not a "review" but merely my experience with Nona and her team. I will just share my story. When I was compelled to look for a new CPA 3 years ago, I was given Nona's name and set up a phone interview with her and her staff. Like most people, during that search, there was a lot of anxiety going on, since trusting someone into your accounting, and starting from scratch is a hard step. Your accountant is like

Nona has been an amazing tax advisor and professional resource for my family for over a decade. Would recommend her and her very courteous, kind staff to anyone looking for a qualified, proactive CPA firm.

Nona and her team have always been great at taking care of my business. I have been a client of theirs since 2013. They are responsive, knowledgeable and I have recommended them to dozens of other business owners that need help making sure they are getting the right accounting advice.

Since I made the move from my former CPA years ago to Solowitz and Associates Certified Public Accountants, I have enjoyed stress free tax and accounting services, including QuickBooks support. Everyone I've worked with at the firm has been professional, courteous, detail oriented, responsive and truly great to work with. I feel valued as a client and cared about as a human being ? qualities in short supply these days!

Nona is such a sweetheart! She is always available to me and answers my questions. I know she has clients who probably are far bigger than I am but she never makes me feel like I am not a priority. I highly recommend her and her team!

My business has been with this CPA business for more than a decade. Nona Solowitz and her associates continue to impress me. They know my questions before I ask them! I appreciate how they anticipate our needs, and always provide complete and accurate reporting. Five stars ... plus!

BEWARE OF THIS CPA FIRM: Our experience with this CPA firm was highly disappointing and unfortunately filled with disappointment and sadly racial profiling. I've never experienced such degrading conversations by phone leading to Michael Yeh yelling and screaming at our staff. This behavior appeared to be supported by the owners and partners of Solowitz and YEH CPA firm. I can't imagine this firm would be in business if inclusively, all their clients were treated in this manner, which leads me to believe the

she has been a godsend for me an my practice, taking away much of the stress of dealing with tax issues for me and many of my clients. She has always been available for questions and planning and I really appreciate the diligence of her and her staff

They have processed my personal and business taxes and accounting for 20 years, I have always had the utmost trust in them! I highly recommend them for your taxes or accounting needs!!

This company is the best and so professional. They always are helpful and full of knowledge.

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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