*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.*
23025 Atlantic Cir suite d
Moreno Valley, California 92553
Hoping this review will get a faster response than my emails and calls. Our family has been with tax comp for 3 years and this year has been the worst. Mike does not return phone calls, emails and has you wait 1-2 hrs after your scheduled appointment time before you are seen. My appointment was a month ago and I have still yet to hear from them even though I have made many calls and left messages with Mikes staff. I would look elsewhere if you?re looking for a reliable, accurate and prompt tax office.
We have been going here for the last three years, every time we go there they are always very helpful friendly and definitely courteous, their prices are very low and definitely a great alternative to other companies we?ve used before. If you?re looking for a tax preparer Who will take care of your every need definitely give these folks a try. Buy local, shop local spend local. So if you?re looking for a great tax professional definitely call and ask for Vicky Schirner, AWESOME
I just love Tax Comp. Been going here for many years. Marilu is sweet, amazing and very professional. Best referral ever.
$440 to do a simple 1040!? Yikes. I don't think I will be using this firm again. Not to mention they charge 3% to pay with a credit card.
Hoping this review will get a faster response than my emails and calls. Our family has been with tax comp for 10 years and the past couple years have been the worst. Mike does not return phone calls, emails and has you wait 1-2 hrs after your scheduled appointment time before you are seen. Now after repeated emails about an issue with our taxes that could have been easily corrected by Mike, our family has been hit with a hefty charge from the tax board. I would look elsewhere if you?re looking for a reliabl
I've been getting my taxes done by Micheal for approx 23yrs now... love their quality of service. I would give 5stars except the past 4+ yrs the wait time is extremely long, sometimes 2+ hrs.... but I do trust his work 100% which is why I stay despite the wait.
We have been using Marliu for years , she is so amazing ,caring and thoughtful. She is very detailed and always goes over and beyond for us and her clients . She has us as clients for life . Highly recommended , thank you always for making this easy and stress free
Outstanding Team at Tax Comp. I worked with Joey V. He was able to root cause the issues quickly, communicated effectively with tax authorities and resolved all my pending open notices with Federal and California State Tax Authorities. Always very responsive, He took a big burden off my shoulders and made the whole process as seamless as possible. I strongly recommend you get in touch with Joey and Tax Comp Team if you need help for your taxes. They know their stuff very well.
I was faced with a tax problem that was a nightmare for me. I had not filed for multiple years, the Feds and the State were not being sympathetic. I had used Tax Comp once and I went back to them for help, I was in real financial trouble. Mike filed for all the years and straightened out everything for me. He went above and beyond for me and I am grateful, I feel the price was fair. I recommend there service to anyone.
First time here. Lisa helped prepare our taxes. She is very friendly and knowledgeable. The environment is very clean, the whole staff is friendly, and they even have some delicious little snacks in the waiting room. We will definitely be returning here.
As a young professional with very little time on her hands, the idea of filing my own taxes is a nightmare. I am happy that I was able to find a tax service company who was able to get me an appointment on the weekend and the next day. From the front desk to my tax preparer, Kay Drake, I experienced only the best service. The all seem to love their job and it reflects in their service to the customer. I really appreciated that Kay took the time to explain everything in detail and even provide some helpful a
I was so Blessed to have found this place. My previous tax preparer made a mistake on my taxes and i was extremely stressed out with the amount i now owed. Joey was very professional and helpful. He encoraged me not to worry, kept me updated with the process and was able to fix them and got me a refund! Thank you so much for being such a Honest and Caring Business. I will definitely be coming back.
Lisa is amazing!! I tried this place as they are a family owned business, and was not disappointed. The atmosphere was welcoming and they made you feel "at home"! As for our business, returns were done efficiently and Lisa gave us great advice. See you next year!
After 15 years with Tax Comp, I am sad to see what Tax Comp has become since Jimmy's retirement. I had an appointment at 5pm on Saturday, it was confirmed twice on Friday and Mike Kamio ghosted me. I emailed after 5:30pm wondering if he was going to call me and still no response. I then sent two emails asking if my appointment was going to be rescheduled and still no response. As co-owner Mike Kamio should understand what drives his business and that's his customers. A month later and still no call back or
This is the 2nd year we have used Tax Comp. Lisa was friendly, easy to work with, a true professional, and got our returns done in a short time. She returned our phone calls or answered our Emails promptly. Also, a friendly and helpful staff. We will use Tax Comp again.
Mike is absolutely the man. I've been going to him for years. I've already sent him about 20 coworkers. 100% of them would recommend as well. Ask for Mike. He'll take care of you.
Not happy with the service my wife and I received from this agency. In short they charged me well near $700 for a $700 return but at first telling me I was getting $6500 back. Got a letter from California claiming tax comp had put in the wrong numbers on my return. Have sent numerous emails with no return call or email. Very unprofessional. My POC here was Mike Kamio
Stay away from this place! Especially from Mike Kamio. I made an appt at a specific time with him and was not seen til 45 min after! No apology and was arrogant the whole time! I know better tax preparers that'll charge half of what they do and show better results and respect.
Was tried of feeling just like a paycheck for other places checked out yelp and this place got the best ratings around. Set up an appointment and arrived and was surprised to see that they were waiting for me and that they set aside a whole hour just for me they talk to me about every question that I had, ways to save more money next year and also how to maximize my return this year wonderful service will be coming back every year
Mike is the best!! He goes above and beyond to make sure he gets the most out of your return. I have referred so many people to Mike and they have not been disappointed.
I have been going Tax Comp for the last 20 years they are very efficient and knowledgeable you can call them with any business question or questions about your savings your IRA your retirement account and they are always willing to answer any questions you have they are worth going to and sticking with them.
I've been getting my taxes done here for years! Great staff, family owned and operated, comfortable office environment and makes tax season hassle-free.
2016 is our second year with TAX Comp. We see Kay there and really appreciate her professionalism and patience with us. We would definitely recommend Tax Comp.
Very attentive staff 100% of the time! We have been trusting their knowledge every tax season for years and their service is great!
Love this family they are upright and honest. I received my State tax return in my account this morning on 2/15/2019 and just received my Federal return this evening.
Joey is the man, have been going to Tax Comp and Joey for over 8yrs now. Never disappointed, always professional, efficient, and thorough!!
We've been going up tax comp For the last five years. Mike is the best tax guy we have ever had.
Great Company! I've used them for 20 years. I have always recieved excellent service!
This is a great place to get your taxes done. Mike will get you in and out without missing anything and still get you the most of your return.
I've been coming here for over 25. Wonderful staff. Professional
We've been going up tax comp since we moved here six years ago and always been professional friendly and done our taxes right
Been going for over 20 years . You want your taxes done right enough said this place has my trust.
The best place to go and get your taxes done/prepared. Ive been going to Mike for over 17 years.
Unprofessional and rude. Used to be a good place to get your taxes done but not anymore, go somewhere else.
Thank you Mike for always getting me most of my money back from the government. Best day of the year.
Been using Tax Comp for the last few years. They are honest and hard-working.
I have been doing my taxes with Tax Comp for nearly a decade, whether I am stationed in the US or Overseas, they have worked with me.
i loved there service.. very generous & caring workers.! thanks.! Joey for the help..
They have been doing out taxes for about 5 years. Forsure the best tax company around!!!
Excellent service! Very friendly people!
Lisa was a blessing to us!!great service an great teaching to us about taxes..
I've been a customer since 1992.
Very friendly and extremely professional and accurate.
I've been going here for years now. Always a good experience.
Love the people here they are always so nice and helpful.
They are very professional and do a great job
Great people great service. Very polite
Always great every year.
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.