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Tax Plus Finance Inc

Tax Plus Finance Inc

Reviews Summary

Consensus: Customers consistently praise the exceptional service, expertise, and professionalism, particularly highlighting clear communication, personalized attention, and deep tax knowledge. Many appreciate the prompt responses, fair pricing, and thorough explanations, making complex tax matters easy to understand. Long-term clients report high satisfaction, emphasizing reliability, integrity, and maximized financial benefits. The team is described as friendly, flexible, and trustworthy, with many recommending the services for both personal and business tax needs.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Individual Taxpayers
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

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Individual Taxpayers
QuickBooks
Remote Services

Contact Information

Address

1150 Brookside Ave Suite K

Redlands, California 92373

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-5PM
Tuesday 10AM-5PM
Wednesday 10AM-5PM
Thursday 10AM-5PM
Friday 10AM-5PM
Saturday Closed

Customer Reviews

It's been 3 years that we work together with Vijay and our experience is only positive! He's not only good at what he's doing, but he's cool and flexible as well which is rare in the busy world of accountants! His explanations are down to earth and understandable for the non-professionals too! His prices are VERY friendly, I don't think we could get the same service anywhere else for this $$$. - Thank you Vijay!

My experience with Vijay surpassed all expectations. He delivered exceptional service with a personal touch, going above and beyond to ensure my satisfaction. I wholeheartedly recommend him to anyone seeking a reliable, knowledgeable, and trustworthy services for their tax needs. I'd say you can rest assured that your financial matters are in the best hands possible. He is well versed with tough finance situations and expert to resolve .

Vijay is really god sent. I wish I had known him earlier as I knew him for only from March. My last year returns were not the best as it was done by another CPA, so Vijay painstakingly reviewed it and also reviewed last several years returns. He did an excellent job with this year?s return. He is amazingly knowledgeable, very fairly priced and takes great care to explain the approach he takes. I have been filing returns for past 30 years and all I can say this year?s return was the best so far. All I can sa

I have had a really satisfying experience with Tax Plus for the past 4 years. From the initial consultation to the final filing, each interaction was professional yet tailored to my needs. They took the time to understand our needs, ensuring compliance while maximizing tax savings. What I liked the most was that they were always ready to answer all my questions and concerns always giving clear explanations. I would highly recommend for expert tax advice!

An exceptional experience. I have been seeking tax advice from Vijay for the past 5 years and have been guided with precision and clarity always. The seamless communication and personalized approach made me feel valued as a client. The professionalism and attention to detail is evident in all their services and communications. Would recommend to anybody seeking top-tier tax solutions.

Great services! Been using them for 3 years now and always happy with results! I can't recommend this place highly enough! Their expertise and professionalism have been invaluable in navigating the complexities of tax season. From maximizing deductions to providing insightful financial advice, they go above and beyond to ensure their clients' financial well-being. Their attention to detail and prompt communication make the entire process seamless and stress-free. With Vijay, I feel confident that my finance

Vijay, my tax preparer, is outstanding! His unwavering commitment to efficiency, integrity, and thoroughness made the entire process smooth and enjoyable. Working with him is a joy. He takes the time to explain both the technical and realities of the situation. His prices are very fair and I cannot recommend his services highly enough!!

My husband and I have been doing our taxes with Tax Plus Finance Inc for 3 years. The staff is amazing as they always provide honest feedback and help us maximum our refund. I would highly recommend their services to anyone looking for an honest and hardworking team to manage your finances.

I have been with Tax Plus Finance Inc. for over a year now and it has been a great experience. Vijay is a very knowledgable man and certainly knows his line of work. Vijay is very quick to respond to any questions or problems that I might have. I am very pleased and happy with his work and professionalism.

Very professional. Very knowledgeable. Vijay handles all of my accounting and payroll needs. I highly recommend TaxPlusFinace.

Vijay is good tax advisor. He is very knowledgeable about bookkeeping and taxes.

I have been using their services for about a year now and very happy with their services. Very prompt, account information is always up to date, and very reliable for any business accounting needs. I would highly recommend them!

I?ve been using Tax Plus for the past year. I?m very very pleased with the service. I highly recommend this place for any and all tax and payroll needs.

Wouldn?t trust anyone else to oversee my books and advise on business and personal financial affairs. Thanks for all you do for us!

Hard working, precise accounting firm. Super pleasure working with Vijay and staff. :)

Very happy with Tax Plus Finance services. Very prompt & reliable.

They are doing my bookkeeping ,corporation tax and personnel Taxes I highly recommend them.

The best tax service in the area. Quck response and great job.

Wonderful service always available to answer all questions. Friendly staff

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.