1. Cathy Ann Helmstadter

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    Palm Desert, CA

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    Cathy Ann Helmstadter

    5.0 (2 reviews)
    Closed 8:00 am - 5:00 pm

    Services - Cathy Ann Helmstadter

    Accountants

    Audit and conflict resolution support

    Current year tax preparation and filing

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    Bean Counter

    Bean Counter

    5.0
    (25 reviews)

    I am new to Palm Springs. For the time being I want to do "everything" I need to do IN Palm…read moreSprings. I get lost easily! With that said, I found the best place to have my taxes done. Kevin BAUTIER, was the answer to a prayer for me. I didn't have to do anything online, create portals and passwords.. none of that! He had my taxes done so quickly. His assistant was awesome and helped me as well! See you next year, Kevin!

    After working with the same accountant in Los Angeles for more than 20 years, I was nervous about…read morefinding someone new when he retired,  but since I was looking for someone new, I decided search closer to our current home. I'm so glad I found Bean Counter. The name initially caught my attention (it's clever and memorable!), but the experience is what truly impressed me. I spoke with Kevin for an initial consultation, and he took the time to answer all of my questions thoroughly while providing a clear and reasonable fee estimate. He made the onboarding process simple by sending access to their secure client portal for document uploads. We later met in person, and Kevin walked through my return step-by-step, explaining everything in a way that was easy to understand. He asked thoughtful follow-up questions that ultimately resulted in a better outcome on my return. He also shared a bit about his family and background, which made the experience feel personal and comfortable -- something I really value when discussing finances. The office itself is spotless, with ample parking, and conveniently located near several great restaurants if you want to grab a meal before or after your appointment. My completed return was delivered the very next day, and throughout the process Kevin and his team were incredibly responsive -- always replying to emails within 24 hours, often within minutes. Professional, friendly, and highly competent -- I recommend Bean Counter.

    Jackson Hewitt Tax Service

    Jackson Hewitt Tax Service

    3.5
    (24 reviews)

    I have finally found a "home" for my yearly tax needs. This…read morewas by far the easiest and most educational experience I have had filling my taxes that I've ever had. Not to mention the overall feel and cleanliness of the office, I felt completely safe and like I was really being taken care of. Tax time is normally a nightmare trying to get everything together but the staff really put my mind at ease with the whole process. I highly recommend that anyone give them a shot. I can't possibly tell you how much of a relief it is knowing that I've finally found stable ground regarding my tax situation. Thanks Jackson Hewitt, you've earned my business for years to come!!

    Elvie or Elvy however you spell it an African-American woman has been such an incompetent services…read moreagent from the first time that I called. She talks to you like you're stupid, like you're a child that doesn't know anything and has to be talked to slowly and interrupts you while you're talking. She does not know anything about customer service, she is very impatient, doesn't guide you properly, and is a coward to pick up the phone to give her name. She says there's a lot of customer service agents who pick up the phone, but in reality, It's a few who pick up the phone at the main Jackson Hewitt Office in El Paseo. Nicola Wong is the service agent who helped my family and I have yet to meet her who I hear is very knowledgeable in customer service and knows what she's doing and kindly explains to you any questions that you have. If this Elvie picks up the phone, I would suggest you to talk to somebody else, it's worth the wait. Unless you wanna be talked to like a three year-old. And I really hope she reads this because if you are, you need more schooling in social verbiage apparently. That or maybe teaching children in a kindergarten would be more suitable in your forte. This only encouraged me to do my own taxes and never come back to speak or see that thing again.

    DJK CPA

    DJK CPA

    4.0
    (12 reviews)

    Excellent work quality and service.Deborah is smart,focused and extremely diligent in ensuring the…read morehighest quality of accounting and tax work. One of the benefits of an individual practice is the close working relationship Deborah has with her clients,and the dedication she has to take good care of them.This is not just an accounting and tax preparation firm.It is a forward thinking professional firm that gives great guidance and advice. Deborah has surrounded herself with a strong team of professionals,and they work well together in getting out high quality professional work. They do not just do good work,but are continuously assessing coming changes and the impact these will have on clients' businesses and personal affairs As a relatively new client I could not be more delighted with the accounting and tax work they do for me.I was always happy with my previous accounting /tax firm so it was a surprise to find that when I had to change to a more geographically suitable firm that this change resulted in improved the work quality and advice

    I used this CPA/tax service after my spouse passed away and I needed help filing a relatively…read moresimple return. Unfortunately, my experience was very disappointing due to lack of transparency. At no point before the work was completed was I told what the fee would be. I was not given a quote, estimate, or engagement agreement to sign beforehand. When I came to pick up my return, I was asked to sign paperwork at the front desk to file my taxes, but there was still no discussion of the total cost or breakdown of services. The CPA did not personally explain anything and remained in his office while staff handled the transaction. I was charged $500, which was much higher than expected for a straightforward return. I would have appreciated clear communication about pricing before any work was started so I could make an informed decision. I'm sharing this so others know to ask for a written fee agreement upfront before using this service.

    Stanley J Mroz, CPA

    Stanley J Mroz, CPA

    4.3
    (10 reviews)

    My 2016 taxes could have turned into a DISASTER if I had chosen to trust the wrong person to handle…read moremy confusing situation! I had three states to file plus federal taxes, a cross country move, W2's from 2 different states, stock sale and a closing of a 401k plan. Needless to say I was rather worried I would owe a huge sum of money. Stanley was referred to me by a co-worker that has trusted him with her business and personal finances for years. I made an appointment using the handy online form and quickly received a response from a friendly receptionist. ( I note friendly because most receptionists I've dealt with at various places in the valley are cold and unfriendly.) I was able to get the appointment time I requested. The location is easy to find using google maps and there is plenty of parking. Stanley explained his fees and the process as well as software they use for their tax services. Our taxes were completed and we arranged to pick them up. Signed where it was noted and we were off! He did a great job and found us some deductions we were not expecting. Everyone at the office we worked with was pleasant and quick to respond via phone and email. Thank you! We will be back again!

    Great CPA. Quite knowledgeable on his knowledge. I just moved my adult daughter account for him…read moreto work on. My own return is a bit more complex, I use a top ten accounting firm. In a few years when i reduce the complexity of my own return I will probably use Mr. Mroz. Mr. Mroz is quite up to date on the IRS code.

    Cathy Ann Helmstadter - accountants - Updated July 2026

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