831 Tax And Accounting

831 Tax And Accounting

Reviews Summary

Most reviews praise the firm for exceptional service, professionalism, and expertise in handling taxes, with many highlighting long-term satisfaction and successful debt resolution. Staff are frequently described as friendly, knowledgeable, and attentive, making the process stress-free. A few negative reviews cite unprofessionalism, poor communication, or delays, but the overwhelming majority recommend the firm highly, especially for complex tax situations. Many clients plan to return annually.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

335 San Benito St

Hollister, California 95023

Hours

Sunday 9AM-2PM
Monday 9AM-7PM
Tuesday 9AM-7PM
Wednesday 9AM-7PM
Thursday 9AM-7PM
Friday 9AM-7PM
Saturday 9AM-4PM

Customer Reviews

Our long-time tax preparer decided to stop doing taxes this year, so we were dreading having to find someone to replace her. Our taxes are not simple because we have rental properties, investments, business ownership, etc, but Leo was a total pro and handled it all with ease (at least he made it seem that way!) Leo and his team were attentive and friendly, and we will 100% be back next year.

Leo gave me a great tax experience. He knows exactly what do to and helped out with errors made and very attentive. definitely recommend him to get your taxes done. Thank you very much Leo for personally taking care of my work.

My wife and I have been going to 831 Tax & Accounting for a few years now. The professional services provided by Leo and his staff have been very helpful. Leo even went above and beyond in guiding my wife and I as we opened our business last year. His expertise and knowledge helped us prepare and plan for financial success. Appreciate you and thanks for everything 831TAX!

?????????? Always an amazing experience with 831Taxes! Their team is professional, knowledgeable, and made the entire tax filing process smooth and stress-free. They took the time to answer all my questions and made sure I got the best possible return. I truly appreciate their attention to detail and customer service. Will definitely keep returning every year!

Love all their employees customer service my husband an I been doing our taxes with them for a very long time I love the way they treat us.. Leo and his wife Nayeli are AMAZING wouldn?t trade our tax office for anything..

First time doing my taxes with Leo. Amazing experience from start to finish. The vibe in their office is great. Very professional and knowledgeable, you can tell he genuinely wants to help you. I highly recommend this place.

They have helped me with my taxes for the past two years!! Thank you 831 taxes! I will be returning come tax season :D

I Absolutely recommend this place. Leo has never let us down. The front desk and his entire team are great.

Amazing Customer Service and Expertise! I recently visited 831 tax for the first time, and I was blown away by their exceptional customer service. I had some issues with my previous tax filings, and I immediately felt confident that they would be able to help me. The staff was friendly, knowledgeable, and went above and beyond to address my concerns. They took the time to explain everything clearly and answer all my questions. I never felt rushed or pressured. I truly appreciate their honesty, hard work, an

This was my first year doing taxes with them. Had a lovely experience with everyone in the office. The environment was very welcoming. S/O to Bryan for recommending this place and for being so kind and helpful.

Second year going to do my taxes with them and I very satisfied each time, staff is great.

Nice people, clean building, and fast help. Great place to get your taxes done. 10/10 would recommend.

Well, what can I say, i?ve worked with this firm for over 10 years and when I first came to them, I was $40,000 in debt with IRS. With professional oversight from this firm and a comprehensive re-filing and restructuring of my past filings I was able to minimize that to $2800. They have always performed every year above and beyond, and I will continue to work with them for years to come. Thank you very much

I am incredibly grateful for 831tax & accountant, who has consistently provided the most experienced, knowledgeable, and kind assistance. They handle both my business and personal taxes with exceptional professionalism and always in a timely manner. Their dedication and expertise have made tax season stress-free and manageable. I highly recommend their services to anyone in need of a reliable and compassionate tax professional.

I highly recommend this place! I walked in with no appointment, they were welcoming, helpful and didn't make me feel ashamed that my tax notes were hand written. I left with my taxes done! They made my experience so pleasant, I will definitely use them for all my tax needs! A special thank you to Lupita you made my day!! I will definitely be telling all my friends and clients what great service I received!!

Great experience, very friendly staff and my tax person was awesome!

Leo and his team at 831 Tax And Accounting are amazing! Very welcoming, professional and absolutely the best experience when getting your taxes done. Leo is a true tax expert you can trust! Thank you Leo!

Since I started filing taxes, this place has been my favorite place to do them. I have been with them for years. They have become my trusted place, from the first contact with them, their staff welcomes you with great kindness, they do things easier, the customer service is extraordinary and of course I highly recommend 831 TAX & ACCOUNTING.

If i can give zero stars i would. I highly wanted to try doing my taxes with them this year for the first time, as they were recommended to me by family. Unfortunately, my calls were unanswered most of the time. Twice when they did answer, i was told to email them with my info. The first time, a guy answered and he was sort of helpful but the second time i called with additional questions and was answered very rudely by some lady. She was not friendly at all! Either way i emailed my info and guess what? No

My husband I were desperate to find a new tax specialist as we were unhappy with the one we had worked with for the past 4 years. I am so grateful that we found Leo and his team. He took the time to actually sit with us and listen to our questions. He is so professional, friendly, and knowledgeable. I can?t say enough positive things about this company. Thank you Leo and Team!!!

No I am sorry but no. I tried to ignore the negative reviews but these people are extremely unprofessional and rude.

Leopoldo was a life saver for me this year with my state/fed taxes. My previous tax prep company in Scott's Valley, Ca. was closed down by the Feds. No issues with Leo, all he needed was my tax details and a few copies of previous years taxes and he finished in 2 days. 831 Tax & Accting in Hollister is the real deal! Always ready to help with excellent credentials, experience and thorough knowledge of the tax code. You can depend on Leo and his wife to help you with your taxes and/or accounting. Solid backg

After all the suggestions given to us on other sites, we scheduled an appointment here and it was a great experience. We walked in and was greeted by the friendly front desk lady. Leo our tax preparer was very friendly, helpful and professional. Everything went smooth and easy. I recommend you to get your taxes done here. I?ve been to other locations in town and I was not amazed by their services. You won?t be disappointed.

Leo is incredible! He has given my family knowledge and support through the tax process that can be daunting. He and his staff are so kind and take the time to talk with you through your personal situation. Go see him you won't regret it!!

Very professional and friendly service. Helpful in every way

The first time I went to this accounting company, I thought it was good.Then I talked to the woman accountant about my tax returns last year.In 2021, I paid a lot of taxes.Then she said to me, "No problem, bring me your tax form from last year, and I'll help you adjust it.".But by the time I left all my tax forms at their office for three weeks, no one had called me.Then I made an appointment to see the accountant in the morning, but I waited until it was almost 10 o'clock and no one paid any attention to m

My family and I have been doing our taxes at 831 tax and accounting for the past 5 years, Everyone is so professional and Polite, best place to get your taxes done or any accounting mater. The environment just makes you feel welcome. There are sometimes you have to wait for a couple of minutes but it?s not because they are being slow, it?s because they are giving there best business to everyone, when it come to taxes we have many questions and they try to give us there best answer According to their knowled

Leo and I have mutual clients together. Their team at 831 Tax is responsive and professional. You should definitely do business with them. Both Leo and Bryan have been very helpful.

The team has always been helpful with ensuring my taxes are done correctly & concerns are addressed. Highly recommend coming here to do your taxes!!

My fianc? and I have been doing our taxes with Leo for 3 years now. It?s been such a great experience!! I highly recommend getting your taxes done here. Great customer service & very friendly!! Thanks Leo ??

Best place to go hands down! Been with them for years and it's always the best service. Staff is knowledgeable and super helpful if you need a new place to do your taxes I would most definitely come to them!!

Best place in town to file your taxes!

Leo was awesome and the front staff was friendly and helpful. This was our first time here and we will coming back for our taxes next year.

I would highly recommend coming to 831 Tax & Accounting.

Awesome service from Leo and his team. Happy to be a loyal customer.

Excellent attention to detail! Highly recommend. Leopoldo is extremely knowledgeable and helpful.

Daniel and his staff are very efficient and experienced. I highly recommend them.

Great service! Hands down the best they always go above and beyond to make sure we get the best service and refund! No one we trust more than Leo and Nayeli

The most unprofessional staff. I have to wait additional weeks for my refund as the secretary doesn't give messages to the tax preparer. Be careful and go elsewhere if you can

Been going here for years!!! Always return my calls and takes care of me even with no appointment!

Friendly and helpful service...very attentive to all your tax and accounting needs!! Highly recommended

Super helpful! Helped with taxes booked appointment quick with me got here and went quick straight to the point.

The most knowledgeable people in town and around about taxes no doubt. Excellent service, good people and paciente.

Great job, keep up the amazing work.

Magnificent, remarkable service, professionalism and undoubtful knowledge for the preparation of filing income tax.

Referred by a friend. Had great service and better refund. Nothing more need said!

Best service, nice couple and the best help in your taxes.

Great customer service! Good experience

(Translated by Google) Excellent service, very professional and very friendly treatment, apart from doing things very well (Original) Excelente atenci?n, muy profesionales y un trato muy amable, aparte de hacer las cosas muy bien

(Translated by Google) They are the best at doing taxes and they also have the best service in all of Hollister, San Jose, Gilroy, and Watsonville. (Original) Son los mejores para hacer taxes y tambi?n tienen el mejor servicio de todo hollister, San Jos?, Gilroy, Watsonville.

(Translated by Google) I am super happy with the service that Leo has provided us with a very difficult problem and I am 100% grateful for Scientology for the help he has given us. Thank you, Leo. (Original) Estoy Super Contenta con El servicing que nos a brindado Leo nos ayudo Con Un problema may dificil y estoy 100% por scientology agradecida por su ayuda que nos Brindo Gracias Leo

(Translated by Google) After having experienced extreme stress, the solution to all my problems in tax service was solved by 831 tax, and I have not found a quality responsibility service like 831 tax. (Original) Depues de aber experimetado un stress estromo la solucion a todos mis problemas en tax service los soluciono 831 tax no e encontrado un service de calidad responsibility como 831 tax

(Translated by Google) Good service and willingness to help resolve your doubts. 100% recommended (Original) Buen servicio y buena disposici?n a ayudar a resolver tus dudas..100%recomendado

(Translated by Google) Excellent service, very friendly people (Original) Exelente servicio jente muy amable

(Translated by Google) Excellent service always more than expected (Original) Excelente servicio siempre m?s de lo esperado

(Translated by Google) Gracia Maria PENA well ?????????????????????? (Original) Gracia Maria PENA bien ??????????????????????

(Translated by Google) Excellent service (Original) Excelente servicio

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.