*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.*
2560 Catamaran Way
Chula Vista, California 91914
Aaron from 360 Bookkeeping is hands down the best accountant I've worked with. From the very first meeting, he impressed me with his professionalism, attention to detail, and deep understanding of financial strategy. He took the time to understand my business inside and out, and offered personalized advice that helped streamline my books and save me money. What sets Aaron apart is not just his technical expertise, but his genuine commitment to helping clients succeed. He's always responsive, incredibly kno
Managing a busy insurance and real estate business means staying on top of finances and working with Gustavo Garcia at 360 Bookkeeping + tax solutions has made it so much easier! He's incredibly knowledgeable, efficient, and a pleasure to work with. His system is simple and convenient, I just upload my receipts, and he takes care of the rest. I trust him so much that I've referred him to my brother, my parents, clients and anyone I know who needs his services. Having someone so reliable handling my bookkeep
I hired Gustavo to help me learn how to use QuickBooks for my small business, and he's been amazing ever since. He does monthly revisions to keep my books accurate, and after a year, I brought him on for our tax needs. He handled both business and personal returns for me and my family. Gustavo is communicative, organized, and always quick to respond to any questions, no matter how simple they may seem. As a new business owner, Gustavo and his team made my experience filing taxes smooth and stress-free. I h
Aaron was a great professional, helping me file my taxes. He was patient in explaining each step and explaining everything I needed to understand about the process (sometimes frustrating for the first time with different types of income). 100% recommended. The fact that he's bilingual was very helpful.
Aaron has been an amazing resource for my business! His expertise and attention to detail have made a huge difference, especially when it comes to navigating complex transactions, including foreign-related ones. He is knowledgeable, reliable, and always willing to go the extra mile to ensure everything is accurate and running smoothly. If you're looking for a bookkeeper who truly cares about your business and delivers top-notch service, I highly recommend Aaron!
Our agency utilizes Aaron?s services at 360BKS, and they have always been outstanding. Professional, efficient, and thorough, Aaron consistently delivers exceptional results. Highly recommend his services for anyone in need of accounting services!
Our company has worked with Gustavo for over 10 years. Gustavo does our monthly bookkeeping and payroll. His work is accurate and timely, and he is always willing, with a smile, to take care of any Bookkeeping or payroll issues or questions which arise.
Aaron Parada provided me with a very sharp, professional and highly effective filing process! He maximized every single minute of our time, helped me to have a better book keeping system and data entry. Highly recommended!
Aaron is with our BNI members and he does an excellent job for the rest of our members and very happy about him as bookkeeper. Also he does support a lot of his members around BNI. THANK YOU Aaron
I've had a great experience working with 360 Bookkeeping & Tax Solutions. Their team is professional, always providing top-notch service and attention. From the very first interaction, communication has been clear, and they're always ready to answer any questions I've had. What really stands out is their consistent follow-up, which makes everything feel smooth and stress-free. I definitely recommend them to anyone looking for reliable bookkeeping and tax help.
Aaron and his team have been taking care of my business and personal taxes and bookkeeping for several years and they do a great job
Honest, easygoing. Very professional. Always made time to speak with me when I needed. Took the time to explain everything to me. I really enjoyed working with him and will continue to do so.
I had the pleasure of working with Gustavo and I couldn't be more pleased. His attention to detail ensured that my concerns, questions and accounts were meticulously taken care of. Thank you
Aaron and his team are excellent, they are reliable, professional and will answer all of your questions detailedly and are always up to date with the latest information. Aaron and his team will lookout for you and give you the best options. I highly recommend 360 bookkeeping services.
I recently worked with 360 BKS, and I couldn't be more pleased with their services. Their team is not only professional but also incredibly knowledgeable about bookkeeping practices and tax solutions. They helped streamline my financial processes, making it easier for me to focus on my business. Their attention to detail and responsiveness to my questions set them apart. They also provided valuable insights into managing my finances better. I highly recommend 360 to any business looking for reliable and ef
Gustavo and his staff are awesome, they explain everything in a way that it's clear and understandable, going above and beyond your expectations. Great service and awesome people to work with
I am very happy and satisfied with the help that Gustavo has given me. I recommend 360 Bookkeeping to anyone who needs help with their taxes, they will make it really easy for you and they will save you from any struggle or questions you have. Great service thank you so much.
Gustavo at 360 Bookkeeping has done a great job of staying on top of my businesses books so I'm Tax ready! Thanks Gustavo.
My work with Gustavo has been amazing. He is easy to talk to, listens well and responds quickly to any challenge we may be dealing with. Would recommend his services, have always been pleased, and his collaboration with our business has been so helpful.
Gustavo from 360 bookkeeping and tax solutions is great they take care of all your needs and make you feel at ease ??????
Rachel and I have been using Gustavo and Aaron for years managing our Interior Design LLC. The design world and accounting are a difficult beast to understand with all our retainers and client purchases, but Aaron has been great deciphering all the trials and tribulations of working with our design programs. They are extremely friendly and are always willing to help when time is of the essence. We would highly recommend them if you are looking for a knowledgeable team to do your accounting.
Gustavo and his team are amazing. Super professional and always get back to me in a timely manner. Use them for all your tax needs!!!
We were welcomed by Gustavo and Aaron, who were very professional. They promptly responded to our call and received us on time as scheduled. Great service!
I am so glad I switched from doing my own books to having Gustavo and his team handle our bookkeeping! It has allowed me to focus on growing our payroll business. Their electronic access is very efficient!
360BKS are a bookkeeping and accounting service that are extremely professional, reliable, responsive and excellent communicators. Ever since I started using them, about 2 years ago, I haven't had an issue with them and all my bookkeeping requests have been met promptly, accurately and in a friendly manner. I couldn't be happier with their services. Thank you Gustavo and Aaron!
I have referred clients to Gustavo and 360 BKS and they are a solid and efficient bookkeeping company. My clients have been happy and they really know what they are doing. I would highly recommend to anyone with a business and wants to keep the financial side in order.
I am very happy with my partnership with 360 BKS. My construction company can have me so preoccupied with projects, clients and everything in between but i?m glad I have Gustavo Garcia to make my bookkeeping smooth as possible and not having that be something i worry about daily! He is patient and is very thorough explaining everything to me in a detailed manner!
Gustavo of 360 BKS is an excellent bookkeeper. I have been using his services for a number of years now. He is very responsive and always answers any questions. I recommend him to any business owner looking for a reliable and attentive bookkeeper.
High quality bookkeeping service, knowledgeable staff and competitive prices are just a few qualities 360 BKS has to offer. I have known Gustavo for over 10 years and I don't hesitate to refer my clients to him.
Gustavo and team are on it, they accommodate and work with clients needs as they change and grow. We recently tried online accounting software and then not liking it, moved back to desktop version. He had no complaints or issues and just made the changes for us. Great trust in his work and integrity. Dr K
As a new startup 360 BKS has been invaluable to us. Gustavo has gone above and beyond on multiple occasions for two years now. He answers all of our questions, is quick to respond at all hours and gives great advice. We would not have our success without his work.
I have known Mr. Garcia for about three years. My bookkeeper of over 30 years retired about two years ago. I needed to find a new person I could trust with very personal and confidential Information. I reached out to Mr. Garcia and have been working with him since. Mr. Garcia helped me separate my business from my personal expenses which I had been comingling. He is a personable young man and a professional in every way; the timing was perfect. I refer all my legal and real estate clients needing bookkeepi
Great service ! Gustavo Garc?a a plus to Bookkeeping Solutions , knowledgeable , fri?ndly and answered all our questions even further walk us through entire process , THANK YOU !
Knowledgeable and friendly. Professional crew that will help you with the service you're looking for.
Gustavo Garcia is the best bookeeper. When I think of Gustavo at 360 BKS the words that come to mind are diligent and professional, exactly what you would want from a bookeeper. He also knows a lot about taxes and can keep your business on track in meeting all the deadlines. As a business owner in Chula Vista I am happy to recommend his services.
Having 360bks has been nothing but amazing! Very through, punctual and trusting company! They handle all of our bookkeeping which is well organized so I can see throughly our process for the month with our business. I would highly recommend this company!
Exceptional customer service! Such a comfort to work with a bookkeeping practice willing to dedicate time and attention to their clients. Other CPA's, accounting businesses, and bookkeepers are only interested in getting high fees and have little good customer service. I can sleep comfortably knowing Aaron Pallares and his Assistant David are taking care of my books. Thank you so much Aaron & David for your caring dedication to my business.
I have been using 360 BKS for several years now for my company's bookkeeping. I have been very impressed with their knowledge and services. I continue to refer 360 BKS to other business owners and look forward to continuing to use their services.
360 bks has been with me every step of the way as I have grown my business over the years. By providing personalized attention and one on one communication, they have provided me with much support through the tough times these last few years. They have been an asset to my business, helping me navigate all the paperwork and filings a small business requires. I highly recommend them for all your accounting needs.
360 BKS has been our bookkeeper since we started our business. They have done a great job keeping all our business affairs in order. They are knowledgable and resourceful. I would recommend them to any new or current business.
Great guys very thorough and will get the job done.
360 BKS greatly takes care of their customers, with a great attention to detail will ensure your business is taken care of. You will be remiss if you don't at least have a consultation With their Team and see how they can help you. You won't be disappointed.
I appreciate Aaron willing to take my business clients referrals from small to large. Aaron Parada is the Best!
Gustavo is great! Always there to answer questions. He was very helpful explaining Quick Books when we switched to online. Easy going and patient . Highly recommend 360 BKS
Aaron and his team are true professionals. The consultation they provided me has done great things for my construction company. They are organized and very responsive.
Aaron Pallares and his team have been wonderful in taking care my business. Aaron is very professional and helpful. I highly recommend it. Thank you.
Best accounting group I know! Very Professional and to the date!
360 BKS has an incredible team. They are very professional, have a great customer service, very detailed oriented and they are always available for my business needs.
Great experience with Gustavo. Very professional, efficient and always on point. I highly recommend Gustavo and his team for any book keeping needs! Thanks Gustavo.
Aaron and his team do amazing work. They really take care of their customers. I highly recommend Aaron.
Gustavo and Aaron are amazing! Great customer service and professionalism.. I refer all my small business clients their way.
Excellent service, they have a high level of financial understanding, very competent assistance and consulting services, and have a wide repertoire of services for any level of business, small or large.
360 BKS stays on top of my Financials. I am now able to file my taxes on time and know where I am financially without just guessing. This in turnallows me to work more on my business... hence more income.
Gustavo is an amazing person and he knows what he is doing,we had great experience and we saved a lot $$$ on taxes!!!
Aaron is a very knowledgeable and professional bookkeeper and his services will allow you to keep your business running smoothly.
Gustavo its a great bookkeeper with great knowledge and customer service. I never had a problem with my accounting books for my practice.
Gustavo and his team are very responsive and have provided excellent work on the accounting they have done for me.
Aaron is an Awesome bookkeeper . I strongly recommend him to anybody that has their own business..
Excellent service highly recommend
They are not only super competent and professional, they are also very friendly and always respond quickly to any request I have.
My second year with 360bks services Iam very happy with results very professional and everything on time thanks
Gustavo has been very helpful over the few years with my small business
360 BKS is an outstanding Bookkeeping business, where customer service is #1
Gustavo was very helpful and made the process very easy.
Awesome friendly staff, explaining numbers in a common language, and always available for questions and issues!
Great service! Always available for assistance when needed. Top notch !
Really professional group of people highly recommend them!
Great working with Gustavo and his team!
Very professional and experienced book keepers!
(Translated by Google) It's a tremendous pleasure working with 360BKS and Mr. Gustavo Garc?a. From the very beginning, he has shown interest in our company and treated it as if it were his own. This allows us to focus on what we do best. We know we're in the best hands with 360BKS. If you're reading this message and are looking for an accountant, don't hesitate to contact Mr. Gustavo Garc?a. I highly recommend him. (Original) Es un enorme gusto trabajar con 360BKS y el se?or Gustavo Garc?a , desde el prime
(Translated by Google) Excellent Accountants, very friendly in their dealings with clients, always available for all types of questions, they explain the information very well, the platform where the documents are uploaded is very easy to use and understand, highly recommended (Original) Excelentes Contadores, muy amables en su trato con los clientes, siempre disponibles para todo tipo de duda, explican s?per bien la informaci?n, la plataforma donde se suben los documentos muy f?cil de usar y de entender,
(Translated by Google) Very good service, good attention! (Original) Muy buen servicio , buena atenci?n !
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.