Laura has been our CPA for the last few years and I can't say enough about her knowledge, kindness…read moreand support. We have a fairly complex tax situation ( multiple homes, multiple businesses) and generally are in a challenging tax situation. Laura's knowledge helped me with a tax error from a prior provider and saved me over 40k! She is always available for question and just a kind business woman. She is a credit to the community and excellent in her field. Her rate is very reasonable and this year she identified valid deductions from my rental home I hadn't even considered- just from a conversation! I went years thinking I could manage my own taxes as I am Financial services. Laura saved me close to 80k I would never have managed on my own. Trust me - let an expert help you and pick one you can trust like Laura!

Laura knows what she's doing! Great service and very professional! The best CPA in the Desert!read more

After being with my Tax guy for over 30 years, I moved to M&J and it was a great experience!…read more Appt.s were timely & efficient and Angelica took great care of my "complex" Tax return. I felt she was an expert and asked the right questions. She had my return done in time as planned and without 1 single issue! Great service! Highly recommended!

Mike and Joeli Clark are excellent Tax Professionals! I have worked with them for more than 6…read moreyears. I have found their tax advice to be outstanding, and their entire staff is focused on customer service. From the minute you walk in, the reception area professionals are welcoming and attentive. The bookkeepers are enjoyable to work with as they are professionals and do not miss any details. Mike and Joeli have built a fantastic business with a staff of competent and caring professionals. I highly recommend them for business, personal taxes, and for their Bookkeeping services. They have high-level IRS certifications. Dr. TM

I feel like Mr. Randall had helped us very well when it comes to our taxes. He is very competent…read moreand of course so easy to get a hold of when needed things done. I highly recommend him!

AccuuTax accounting is second to none! Consistent, helpful, knowledgeable, professional,…read moreEmpathetic and he actually will listen to you! Amazing right.....Seriously this is my best and final stop ever looking for a Accountant. Fabian Randall is simply the BEST. There is always a way to deal with tax issues, he will simplify it if you have one. 10 STARS. Very Reasonable

Incompetence and unprofessionalism are taken to a new level. Despite having an appointment in…read moreearly February to prepare my taxes, they had to file an extension. Even though they had not completed my taxes, they sent me a bill and charged late fees although my taxes had yet to be filed. I called several times and sent several messages, none of which I received a response. When I made an appointment, they did not honor the time and when I finally reached a human, I was not connected to my CPA but with an assistant who could not answer my question. And, of course, they never got back to me with an answer to my question. Not cheap, not professional, and grossly incompetent.

My husband and I have had careers totalling one-half-century-plus on Wall Street--respectively in…read moreM&A and trading--and have worked with most of the big-name accounting firms in the United States and internationally. Having moved West from New York several years ago, we now work with Kelli Cox and her team on substantially all of our personal, corporate, LLC, and 501(c)(3) returns; our son also works with Kelli on his own personal returns. Our singular regret in working with Kelli now is that we didn't move our accounting business to her decades ago. Kelli is an accounting wizard and magician, cost-effective, charming and kind. Six thumbs up.

I was looking for a new accountant after my old CPA for a decade retired. I reached out 3 local…read moreaccountants and decided to file 2020 tax return with Jordan. Not only he has been very prompt and responsive with the procedures, but also Jordan was very helpful to get any possible deductions that could be applied. His rate is very reasonable for his service and experiences. If you are looking for a new accountant, do not hesitate!!! He is the guy.

Jorden is hands-on and it's nice to be with someone local vs big-box! I feel well taken care of…read more Shop small!!!

Friendly, down to earth service. Had some questions that probably weren't worth their time to…read moreassist me with, but they were kind enough to look into getting answers for me. That says a lot. Hopefully, I win the mega lotto and their thoughtfulness will be rewarded! I have no reservations recommending them.

Kari is very knowledgeable on investments and tax law. I am very impressed with her service.read more

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.

Called this lady to ask just a question regarding my return, and she was so kind and helpful. I had…read morecalled "The Experts" out of the phone book, and they were terrible. Not only could they not answer any questions, but played games about whether the question was a legal one or not, they aren't lawyers. Cathy was great. I explained my situation, and basically had my taxes done, but had one important question. In the future I'll be taking any of my tax or payroll work to her.

Cathy is a delight to work with. She is patient, knowledgeable, willing to answer all questions. We…read morehave a complicated tax situation, and she made it all seem simple! Courtney at the front desk is also very nice, easy to work with, friendly, and professional.

2020 was our first year with Stephanie and her team and it has been amazing! She was recommended to…read moreme by a co-worker and I am so grateful! We had 2 previous CPA's that weren't a good fit. Literally a complete 180. Stephanie is always available and always answers our questions thoroughly. I feel like I have received more info from her knowledge just this past tax year than I had in the last 3 years. She is exactly what we were looking for in a CPA - friendly, knowledgeable and responsive. I would definitely recommend her if you're looking for a CPA.

We had a very very bad CPA. We then, got a good one but died on us a year ago. We then got the…read moreworst CPA ever. Now, we hit the jackpot. Janine and Stephanie and staff, are the best. They are competent, prompt, honest, and friendly. 5 stars, are not enough for them. They are the greatest.

Terrible group. They over charge and then screwed up our forms so badly…read more Then we got charged late fees but we were not late at all. Definitely don't go here!!!

I've been doing my taxes with Palm Desert Tax for years, and I couldn't be happier with their…read moreservice. Richard handles both my personal and business taxes, and he always goes above and beyond to make the process easy and stress-free. What really stands out is how accommodating he is--every year, no matter how busy things get, he finds a way to fit me into his schedule, even if it means coming in early just to help me out. That kind of dedication is rare, and it makes a huge difference. When it comes to my business and filing taxes, I trust Richard completely. He's not only extremely knowledgeable and detail-oriented, but I know he always has my best interests in mind. Having him oversee everything gives me real peace of mind--I wouldn't want anyone else managing such an important part of my life. I'm grateful to have someone I can count on year after year. It's not just about getting the job done--it's knowing everything is handled the right way by someone who genuinely cares.