*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.*
83135 Requa Ave #1
Indio, California 92201
Xavier helped me to resolve a tax problem I had with IRS, best service in the valley!
Javier took the time to clear up some questions I had. I really appreciate everything he did for me this tax season.
I've been goig for about 8 years Super quick and easy to do your taxes and fair prices
Best place to get your income taxes done., very friendly and professional people. I recommend this place to anyone that wants to get their taxes done accurately and professionally that is exactly what you are going to get here, I have done my income taxes with Xavier income tax for 7 years and I keep coming back every year, because they always treat me with respect and they get my income tax done right the first time, and that's what I like. I recommend this to my friends and family and everyone that wa
Xavier did my taxes and I'm definitely coming back next year and recommending him to my friends and family. He was very nice and professional, did an amazing job on my taxes and got me a lot of money back. He's efficient and also very detailed and makes sure everything is taken care of. I also appreciated that the office sends you an appointment reminder and they're very accommodating with your schedule.
Xavier went above and beyond for me and my daughter. Well be returning for next year's tax season. Happy first time customer with Xavier Income Tax. He was professional and I'm happy with the services he provided to me..
From the moment I got there I felt super comfortable doing business with Xavier . He's very professional and his services provided were top tier .
Amazing job and experience as always! Extremely professional and helpful! Highly recommend for any tax and real estate needs! Would give more than 5 stars if possible!
Xavier is the most knowledgeable tax consultant I have ever met! He knows everything and has made it extremely easy for me to get the most out of my returns in the last 3 years! He never hesitates to answer the phone when I have questions. The fact that it's a family owned business makes you feel more welcomed. Never going with anyone else ever again! Thank you Xavier!
Xavier is such a pleasant person! He always has the answer to all my questions. He is very thorough and has been such a great experience for the past few years. Thank you for all you do Xavier.
its my first time here and I am glad I did, Xavier knows his stuff, very knowledgeable and good customer service. I already recommended him to my relatives and friends. I will be his client from now on, thanks Xavier.
Jorge is amazing. He makes the process easy and fast. If you forget anything don't worry he will do what he can and then when you have the right document you are always welcome back. Makes it fast and easy.
This was my first time going to Xavier Income Tax, it was recommended to me by my friend. His service is great and he explain everything in detail. Being there for the first time I did not know what to expect, but his office and service have good vibes!
Javier is great! He answered all my questions! He was even able to get me a refund with my income. So grateful. Would not go to anyone else but here. Plus the customer service is great as well with the receptionist.
Miriam is very professional at what she does. Encouraging, informative, and friendly. Came inside was greeted and taken care of. Definitely recommend this place.
Xavier Income Tax has been my new and official choice for all my tax returns for the last 3 years. Javier and his friendly staff have always given me fast quality service and also provide discounts for United States veterans! Way to give back to your community. I strongly recommend Xavier Income Tax for all your tax returns and services.
Would 100% recommend to all friends and family. Quick and easy process from start to finish. Xavier and associates were welcoming with open arms as soon as I walked in the door! Thank you (:
Iam very happy with Javier income tax nd he's team I been with him since 2011 and ever since then they been nothing but helpful when it comes for me filling my taxes they explained everthing that there is to know he and hes wiife over the years have always made me feel welcome and appreciate it I'm still doing taxes with Javier income tax and I do recommend him to all my family and friends and to everyone who is unsure of where to go he is very helpful and will make a difference in filing your taxes
Ask for Miriam she's fantastic!
Great customer service. Xavier is very professional and helps out as much as he can. Its been great going to his office to prepare my income tax return.
I unfortunately lost my tax person and was not sure who i can go to or trust. Xavier income tax was super helpful and reassuring! Great price and amazing service! I will be going here for my taxes from now on! Thank you so much !
Miriam is just so patient and thorough. I truly recommend them.
Great service! Javier and his staff are very knowledgeable and professional. Highly recommended!
Amazing costumes service and is very patient helpful and answers any questions or concerns you may have.????
Xavier Income Tax is a great business. My Tax Preparer Xavier is very professional and provides excellent customer service fast, quick and easy. Bi-lingual English and Spanish as well
We've been going to Javier for years to get our taxes done. Highly recommend!
I've been coming here for the past 3 years. Will not go anywhere else. Miriam is so helpful and very kind. She always takes time to answer my questions if I am unsure of anything. I was getting charged about $300-$400 from my previous tax persons. I literally pay half of what I was paying before. Thank you so much Miriam.
I been coming here for years.Great service amazing comunication quick and easy very satisfied with there services they provide.
Great customer service! Always willing to answer questions about hypothetical situations regarding taxes and real estate needs. Great price and great service. Would highly recommend.
Amazing experience, great at communicating. Fast and easy process! Very welcoming.
Xavier and his staff are very kind! Definitely recommend 100% best place I've ever been to.
I Have Been Doing Taxes For Years And I Was Referred To Come And Get My Taxes Done With Xavier Income Tax. I Have Been Receiving The Best Customer Service By Far I Leave Happy And With Copy In Hand. Thanks For The Outstanding Service.
I am so grateful for Javier and his tax services! It was quick, easy and he was so nice and helpful! He answered all of my questions and made the process a breeze!!!
Xavier and his staff very kind and professional. I highly recommend their services because they have a lot experience on Income tax deduction. I trust on them 100%
Highly recommend ! He answers all my tax related questions! All my family goes to Xavier Income Tax and we wouldn't want to go anywhere else! Highly professional and family oriented
Great Service, Always Help full with all our Questions and needs. Highly recommend Xavier Income Tax
My number 1 Choice for income tax. Honesty and Great customer service by Xavier and staff . Highly recommend and so glad I found this office !!!??
Great service as always! Very informative and detailed with his work. I would highly recommend!
Best tax service in the valley. Xavier will take care of all your tax services you need. Highly recommend
Great service. Have been doing my taxes there for years.
Great customer service! Javier helped me to understand my tax return.
Excellent service, highly recommend others to come here! Very professional and helpful with all my questions!!
Love coming with Xavier income tax always gives me all the answers I need and enjoy coming to do my taxes with someone that likes to do taxes the right way ??????
Great service, I have been coming to Xavier for over 5 years and never disappoints.
Great service. I would highly recommend Xavier Income Tax!
Outstanding service, very helpful, and good price! Definitely coming back! Highly recommend!
great experience!! javier was very informative and helpful
Have been coming to him for years is always quick efficient and makes the process very easy.
Javier is swift, knowledgeable, and extremely courteous. I highly recommend Xavier Income Tax ??
Xavier was very professional and very helpful, would definitely recommend!
Have been getting my taxis done here for years and I would not go anywhere else! Highly recommend!
I want to thank Xavier Income Tax. for all the great work they've done with my tax preparation.What a fantastic company!
Xavier Income Tax is very helpful and knowledgeable. 3rd year doing my taxes here and it's great :)
Quick and straight to the point. Great experience over all.
Xavier is professional and helpful with our taxes. Great service with a smile.
Great tax company! Really helped me understand my taxes. Strongly recommend them!
Awesome workmanship very good customer service and had no problems...
really nice and understand great service :)
Was able to answer all my questions. Helped me obtain my stimulus checks. Would highly recommend.
Been doing my taxes and more with Xavier for over 4 years and I won't change him for anything or anyone, best person to do taxes with
Highly recommend Xavier Income taxes. Outstanding service and very helpful.
Excellent service, my husband and I recommend Xavier Income Tax 100%
So far the best tax company I have used! Strongly recommend it!
He is my tax guy for over 10 years! I strongly recommend this company.
Very professional. Great help and an answer to all my questions
We did tax here.Easy to find , staff is good and knowledgeable and very easy to make appt.Very happy with this place.
Xavier is a professional and knows his numbers! I recommend everyone to visit Xavier and friendly staff
Excellent company, very professional. I strongly recommend it.
Strongly recommend them. Very professional. They open all year.
All my family does our taxes with Xavier Income Tax. Very professional and answer all our tax questions. Thank you guys!
Great service, very friendly and helpful.
Great Service! Highly Recommend!
Good Experience Doing My Taxes At Xavier Income Tax With Javier Romero.
Great and fast service for a good price
Great service been coming for years
Great place to make your income taxes, and other services.
Just Awesome! Friendly, very detailed and knowledgable. just amazing!
If you have business Xavier is your best option!
Very nice helpful and explained it very well.
Very professional and friendly service!
Fast, thorough, simple????
Very professional and to the point.
Great and professional service!
Great customer service
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.