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Tandy Consulting Inc

Tandy Consulting Inc

Reviews Summary

Consensus: Customers consistently praise the exceptional service, expertise, and professionalism offered. Reviews highlight quick turnaround times, meticulous attention to detail, and clear communication, making tax and accounting processes stress-free. Many appreciate the personalized, ethical advice and efficient handling of both personal and business finances. The firm is repeatedly recommended for its reliability, affordability, and ability to maximize returns. Long-term clients emphasize trustworthiness, responsiveness, and a friendly, humorous approach that enhances the experience. Overall, satisfaction is unanimous, with frequent mentions of saving time, money, and hassle.

About This Listing

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.*

Contact Information

Address

215 N Pomona Ave #6

Fullerton, California 92832

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-4PM
Tuesday 8AM-4PM
Wednesday 8AM-4PM
Thursday 8AM-4PM
Friday 8AM-4PM
Saturday Closed

Customer Reviews

I've been working with Travis for over ten years now. Talk about a great human and a wonderful accountant. He's meticulously detailed and makes sure that whatever info you get him, will give you the greatest bang for your buck. Travis is a family man and he'll take care of you as if you're his own. I couldn't recommend him enough for bookkeeping, taxes, fixing others mistakes is what he does. So go see him first, he'll treat you right.

I highly recommend Tandy Consulting for its exceptional expertise and professionalism. Throughout the entire tax process, Travis provided clear, detailed advice and was always available to answer my questions. Travis's attention to detail ensured that no deductions or credits were missed, which made a significant difference in my tax return. Tandy Consulting is not only knowledgeable about the latest tax laws but also takes the time to explain everything in a way that's easy to understand. I felt completel

I recently moved back to California after living out of state for a few years and I decided to open an S Corp. I contacted several accountants and book keepers and Tandy Consulting had the fastest turn around time and the fairest pricing. As a brand new business owner, Tandy Consulting is a significant help with the steep learning curve of owning a small business. Tandy Consulting always gets back to me and the owner's sense of humor doesn't hurt either!

This firm knows how to get it done. Travis Tandy is nothing short of remarkable. His assistance has been not simply professional, but meticulously thorough, punctual and downright aggressive on behalf of his clients. Putting my trust in Travis was one of the greatest decisions I've made as a business owner. I'm proud to be represented by this outstanding firm and it's sterling reputation.

Tax season typically brings my household stress, anxiety and confusion! Not this season - working with Tandy Consulting made this season a breeze! I used Tandy Consulting to process personal and my LLC?s taxes this year and I must say, I am so extremely happy to have found a reliable trustworthy business that I can continue to worth with!! Travis Tandy?s communication was timely, professional, detailed oriented, and comprehendible to the non-finance facing individual - all while mixed with laughs making t

We were searching for an accounting firm in the Fullerton, CA area to engage for bookkeeping, tax, corporate record keeping and consulting services for a Non-Profit Organization. We contacted Tandy Consulting and discussed our needs with Travis Tandy. Travis provided excellent recommendations in which conference calls were scheduled. We were impressed and hired them immediately.

I started an LLC and have been on the hunt for an accountant to help me with my taxes. Spoke with 4 different accountants in the last year and they just didn?t seem knowledgeable or one never even got back to me. Reached out to Travis on a Tuesday and my taxes were completed by Sunday. Travis with Tandy Consulting is a complete pro at what he does ! His on boarding process was very simple and he was super knowledgeable in sharing things that we should and shouldn?t be doing! I?m so excited to have found

Travis is remarkable! He completed our business and personal taxes within a few days. Is responsive and educational! Advises you on how to manage your books with a high level of ethics and understanding of the rules, provides suggestions, and is a wealth if knowledge! He provided me and my business partner with the highest quality of customer service of any Accountant that I have worked with. Not to mention, he was able to get us a nice refund!

Best in the BIZ! Easy to get a hold of - On top of everything - Never drops the ball. Super reliable. Been using Tandy Consulting for over 5 years now. No complaints.

Travis is great. He helped update and transfer our business' Quickbooks data and our personal Quicken data. Our Intuit programs were over 10 years out of date and were no longer supported. Travis transferred all to new computers without any loss of data. His service was timely and excellently priced. When my father's business files needed updating, Travis stepped in and completed all in a matter of hours. Fantastic service and our highest recommendation. Jerry Young, DDS Drs. Young and Short, DDS

Travis Tandy, founder of Tandy Consulting, has been doing my taxes and business bookkeeping for many years now. He always has my best interests in mind and gives excellent sound financial advice. If you want professional yet personal financial service, look no further than Tandy Consulting.

I am not one to write reviews, but I wanted to take a moment and give credit where credit is due. I have been going to the same accountant for years and was at a loss when he retired. I felt disconnected and bounced around until I found Travis Tandy. He Is very professional, knowledgeable and honest. His best interests seems to be my/your best interests. Loved the office!

I switched accountants two years ago and his process is extremely efficient. I upload all my documents, allow him accountants access to Quickbooks and he takes care of the rest. All my tax documents are uploaded to a secure server for me to review and the taxes are filed. Being able to give them access to QB makes all the difference. Corrections and changes are made quickly so everything is in perfect order moving forward through the new tax season.

I use Tandy Consulting for both my personal and business financial services. For years they've come through again and again with exemplary service.

Has saved me the last few years. I tell everyone to use Travis. Highly recommended!

Nicest guy I know very helpful n knowledgeable for your taxes and keeping your business up to code!!!!! Thanks Tandy inc

great job on my business personal and kids taxes and accounting

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.