*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.*
1002 17th St ste-j
Santa Ana, California 92701
We have been using A. N. Income Tax for over 20 years, and we couldn't be happier with the service we receive year after year. Arturo and his team are incredibly knowledgeable, professional, and always stay up to date with the latest tax laws to ensure we get the best possible outcome. Not only is their expertise unmatched, but they also make the entire process smooth and stress-free. They take the time to answer all of our questions and explain everything in a way that's easy to understand. Their attention
Great service having coming with Arturo over 15+ years. Knows well what he is doing and always tries to help.
AN Income Tax is a great place to do taxes! My family and I just started doing taxes here about 2 years ago and we always come back every year! Arturo and his son are always so welcoming! They are willing to work with your schedule and respond back immediately! They are definitely a trustworthy place, so I highly recommend you check them out!
Definitely recommend. Patient people and friendly! The process to do my taxes was quick! Definitely recommend. ????
Arturo is great! My family has been coming here for 35 years. They are very professional and we have never had any issues with our taxes. Definitely recommend coming here!
Have been going to A N Income Tax for over 15 years. Everyone in the office is very professional and knowledgeable. I definitely recommend their services.
Excellent service provided by Arturo. I come here every year and will continue.
Arturo Nunez is the best person to go to if you need help to file your taxes, been doing my taxes for over 20 years I would recommend him and his team always great professional service
I?ve known them for over 25 years. Family owned business. I Always receive excellent quality service they are very knowledgeable in what they are doing never have had any issues with my taxes throughout the years. I highly recommend this place for any of the services you may need here that they offer here at N??ez ..
Impeccable service! My family has been going for 30+ years. Arturo Nunez always makes sure the process is quick, professional, and simple.
Arturo has been in this business for 30 years. If you want to go to someone who is trustworthy and honest this is the place!! you don?t have to have an appointment for him to see you..great customer services!!
Great service! They welcome walk ins, but an appointment is preferred. I've never used their real estate services but the tax side of the business is good.
I?ve been doing my taxes with them for 25 years, and I remember going with my parents every year when I was a child too. This is an honest family owned business.
Clearly the best, we have been going to this place since 1989 for our Income Tax and Real Estate needs.
If you want a top dollar refund you come here. They are very knowledgeable and professional
(Translated by Google) I and my family have been using Arturo's family service for more than 30 years for many legal things and they have always treated us with respect and honesty, which is why I always recommend it and all the people tell me they are very satisfied. (Original) Yo y mi familia tenemos m?s de 30 a?os us?ndolo el servicio de la familia de Arturo para muchas cosa legales y siempre nos a tratando con respeto y onestidad es por eso siempre lo recomiendo y todas las personas me dicen estar muy
(Translated by Google) Excellent service (Original) Exelente servicio
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.