*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.*
1420 E Los Angeles Ave # G
Simi Valley, California 93065
I followed Brenda G. from Canoga Park to the Simi Valley location. Tax 42 is reliable, and efficient. The office is very spacious and comfortable, and the staff are welcoming. Brenda has done my taxes for awhile now and she is excellent at what she does, definitely an asset to this company. Come to tax 42 just to take any stress away that you might have about the whole process, you can thank me later ! See you next year Tax 42!! Louise C
Jeff is the man. He looks for ways to help you and get you the best return possible. I definitely recommend him. This is the 3rd year filing with Jeff recommended by my gf and ever since I've been introduced I won't go else where!! It's a friendly environment. Everyone is always polite and professional!!
They are the best! Very professional, reasonable price and good people. Dearest Brenda, really appreciate from bottom of my heart. We relocated different state but still there taking care of filling. Hello from Arizona
I love Tax 29. I have been going to these guys for several years now, and they are honest and amazing at what they. I recently became a pastor, which complicates taxes a bit. I was still able to walk out of there paying at least 1/4 what other pastors pay to get their taxes. I highly recommend Tax 29.
Terrible service and poor communication. I have been going to this company for years and this particular year ?Brenda? did my taxes and she did a terrible job. Promises of call backs and promise of refund and nothing but poor service, avoid Brenda or avoid this place!
He is honest, and quick but doesn't rush. I feel safe with the new owner. I have been using this company since they were by target, over 30 years.
We've been going to Tax 29 since 1992. We followed them from Simi Valley to the 2 Canoga Park locations & back to Simi Valley again. We always get quick, friendly & professional service.
I have use tax 29 service more than 10 years the service is great and very professional I always recommend them because they really care about the customers satisfaction.
I had my tax return done here for the pass 7 years ! They're the best for price and quality.
Brenda always ready to do a great job.
Jeff is very professional, quick service, always finds ways to help you, for very low price!
Great and friendly service. I've been going there for 8 years now
Wonderful experience Everyone smile Fast service Happy employees ??
The personnel is excellent courteous and thorough
Nice people, capable, professional .
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.