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West Coast Tax Services

West Coast Tax Services

About This Listing

Tax Preparation
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice

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

Tax Preparation
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice

Contact Information

Address

31090 Reserve Dr

Thousand Palms, California 92276

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday 9AM-3PM

Customer Reviews

Love Lupe!!! I?ve been using her for 8 years and this review is long overdue! Highly recommend for all your tax and entity formation needs! She will take good of you! Promise ??

A friend strongly recommended Lupe and her services. I decided to finally try a new tax service this year even though I was hesitant of leaving the old one I used for years. I?m very happy I decided to come here I was impressed. I felt very comfortable with Lupe, she was fast and has great transparency. She took very good care of me. Also the service is affordable. I am now recommending her to my friends. If you?re thinking of trying her services don?t hesitate and do yourself the favor and book an appointm

Lupe at West Coast Taxes has been handling my taxes for the past three years, and I couldn?t be happier with her service. She is not only quick and efficient but also incredibly friendly and kind. Every interaction feels like I?m sitting down with a trusted family friend rather than just handling business. Her professionalism and warmth make the stressful tax season so much easier. I?ll definitely continue coming back to her year after year!

I first consulted Lupe in 2023, and she not only demonstrated extensive knowledge but also provided invaluable guidance on the proper steps for our taxes, ultimately helping us prepare for our first home purchase. Lupe consistently goes above and beyond to answer our questions with patience and expertise. I highly recommend her services to anyone in need. I recently referred family members to her for tax assistance, and they were equally impressed with her professionalism and dedication.

Thank you so much to Lupe and West Coast Tax Services for your help with our personal and business taxes this year! There is so much I am and we as a team are learning as we grow and move with the pace of everything around us. It feels overwhelming at times and having Lupe and the West Coast Tax team has made something that?s so unknown and dreadful for us to face , look like a walk in the park! lol. The process and exchanges was smooth simple and put us at ease, I?m forever grateful for that and this com

I?ve been using Lupe?s services for years, and I honestly wouldn?t go anywhere else. She?s not only incredibly professional but also kind, patient, and always willing to help. Tax season used to be stressful for me, but she makes the whole process so easy. What I really appreciate is that she doesn?t just help during tax time?she answers my questions throughout the year, always responding quickly. I?ve recommended her to family and friends because she?s simply the best. If you?re looking for someone who tru

West Coast Tax Services is truly the best! They made filing my taxes stress-free and answered all my questions with patience and professionalism. Their team is knowledgeable, friendly, and super efficient. I felt confident every step of the way knowing my finances were in good hands. Highly recommend their services to anyone looking for expert tax support!

West Coast Tax Services is truly the best! I will never go anywhere else as long as they are in business and have recommended them to friends and family. They genuinely care about their clients and are always looking out for the clients best interest.

Lupe is amazing! She makes the whole tax process easy and stress-free.

Lupe is efficient, thorough and provides excellent service. Her professionalism and communication is exceptional. Thank you so much for helping me through the process and I look forward to working with you in the future!

Very informative! Great prices ! I highly recommend her , I felt a weight lifted off my shoulders cus taxes can be stressful especially for businesses !

Fantastic tax service thanks to Lupe and Juan! Their expertise and attention to detail made my tax experience smooth and worry-free. Highly recommend for anyone seeking knowledgeable and efficient tax help. A big thanks to both for a great experience!

West Coast Tax Services has provided me with fast & efficient tax services for years . Lupe & Juan both with their excellent customer service & accounting knowledge make up an extraordinary team!

West Coast Tax Service took on our business taxes. We appreciate the one on one personable consultation and meetings thereafter. Very informative and reliable from start to finish!

Lupe helped me and made sure the whole process was very easy and quick

Best and Honest tax service you can never have. They even help me do my taxes to buy my house. I recommend for everybody West Coast tax

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.