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!

We have used M and J Tax Services for a number of years with good results. I had a confusing (for…read moreme) tax issue and asked for help deciphering what was involved. Roya was very helpful, kind, pleasant, and, importantly, very knowledgeable about my situation. She resolved the issue quickly and successfully. A real pro as well as being kind and understanding. Thank you.

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.

Such accommodating and reliable. I have been going with them for over 2 decades now. I highly…read morerecommend quality and accurate and speedy fast service. So nice to have an accounting firm you can trust here in the Palm Desert Area.

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.

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.

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.

I had back taxes / liens and notices. Dorren gave me faith in people again. What she corrected and…read morefiled In one day would have taken others weeks or months so they could over charge me. She saved my faith and I feel so empowered after our time together. Forever grateful and a client, Bridget

Great Customer Service. My third year going back to them. Doreen is thorough professional and…read more efficient . The staff gave me excellent service and will come back next year.

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.

I would have liked to get a little further with this company because they had good reviews but I…read moretried contacting them several times and they don't return the calls. It would be appreciated if they would have had the courtesy to at least call back if they aren't taking on new clients which would be the appropriate thing to do not just ignore the calls!!

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!!!