*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.*
426 S Citrus Ave
Covina, California 91723
Exceptional Service & Expertise?Highly Recommended! I cannot say enough great things about Accounting & Tax Solutions in Covina! Years ago before going to Accounting & Tax Solutions, tax season used to feel like a stressful maze of paperwork and confusion, but ever since I started working with Ruben and his staff it has been an absolute breeze. Not only is Ruben and his staff incredibly knowledgeable about tax laws, deductions, and financial strategies, but they also take the time to explain everything i
I had been a loyal customer at Ruben Taxes for years, always filing on time and trusting them with my tax needs. Unfortunately, a clerical error made by his daughter, Desiree, went unnoticed for four years?even though I came in every single year and paid on time. Instead of owning up to it, Ruben spoke to me like a child and dismissed my concerns, even after admitting that his daughter had no idea what she was doing. On top of that, they have hidden fees that they never make their clients aware of. Every s
Just want to Thank Ruben and Alexis for their help on my tax situation. They took the time to explain what I needed to do to fix my taxes that another tax preparer filed . Prior to coming here I went to 2 other tax preparers to see if they could help me , and they were willing to fix my taxes for no less then 400 dollars . But not here at this office they actually sat there and explained to me and my daughter what needed to be done. They could of taken advantage of the situation like the others were tryin
Not sure what this wanna be tough guy with the fake name, Toe Peschi, is talking about, but Ruben and his team are extremely professional and very patient, willing to answer and explain any and all questions I have. Wouldn't go anywhere else. Sometimes you get what you give.
This was my first year filing with Ruben Rosas' firm and I am very pleased with the quality service that Ruben and his staff provided. All my questions and concerns were answered. Filing my taxes has never been as easy as this firm has made it. I will definitely be filing with Ruben's firm every year from now on and I will recommend him to all my friends and family. Thank you for all your help! It is greatly appreciated!
I have been going to Mr. Rosas? firm for 5 years now and I always have a great experience. The quality of work this firm produces is honestly the best. Mr. Rosas and his staff are very knowledgeable, always professional and reliable. They make tax season easier every year! I will always continue recommending Accounting & Tax Solutions to everyone. You will definitely not be disappointed!
Ruben Rosas was recommended to me by my lawyer. When I called Accounting & Tax Solutions in 2009 My Company was being audited by every agency known, my problems were created by my prior accountant who had given me bad advice for a long time, who had cost me more in late fees and penalties for late filing and the lack thereof than the cost of his service. I told Ruben about what I was going through, and he took it from there. Within two months, Ruben had everything in order, in doing so he demonstrated that
I am completely blown away with the lack of professionalism I have experienced using this company this year. I have been a customer for 3 years and have been happy in the past with my experience. But, when my proposal came in, it was 25% higher than the previous 2 years. When I questioned Ruben, as to why the increase, he explained that they take a look at the last few years and the amount of time it will take and determine pricing accordingly. I explained that my 2012 year was half of the previous year
This was the first year I have used the services of Accounting and Tax Solutions. They were recommended to me by a trusted friend. I was right to take his advice. The staff at Accounting and Tax Solutions couldn't have made filing my taxes any easier. I will be going back to them for all my accounting needs. Thank you Ruben and staff.
Ruben D. Rosas, INC. Accounting & Tax Solutions is one of the best if not the best Tax Firm I had the great privilege of working with. This is the 2nd year I am using this tax firm and it is the absolutely the best. I am very inexperience when it comes to doing my taxes I've always used turbo tax or H&R Block because it's fast and easy but it doesn't always give you the best value or refund. Working with the tax professional Veronica Baray was a delight she was very patient and understanding I had so many
I found Accounting and Tax Solutions searching on the internet, I was behind several years filing tax returns. The Franchise Tax Board was already garnishing my wages. Ruben's office was able to stop the garnishment. He filed all delinquent returns and took care of my tax issues. Thank you guys very much.
Ruben is the best. Hands down. Prices are fair for personal and business filings. Staff is great and very hard working. This place is very knowledgeable and up to date with laws and practices.
Mr. Ruben Rosas, was extremely courteous and efficient during our tax preparation. I have to say that this is definitely the place to select for all your accounting and tax needs. Thanks again for your professional service.
Thank you and your staff for helping me! Very polite and fast service. I am so relieved my situation was resolved. I will most definitely be coming back every year to do my taxes! Thanks again for everything! You guys are the best!
I have been using their services for the past 3 years, and I cannot stress enough how pleased I am with their work. Every year tax season becomes easier thanks to Ruben and his staff.
the old man which im assuming is the owner is rude and short tempered, talks over you to get the last word, almost spits in your face from trying to talk so much. I just walked out , if that nerd wasnt 65 he would have gotten slapped but to be honest the other swim ?prodigy?nerd in the corner office instigated him so maybe one gets open hand and the other back hand
I have found Mr. Rosas and staff to be of excellent service. They answered all my questions and concerns. I look forward to next year's tax preparations 2016. I would very much so recommend his services to my coworkers and friends. Gracias por todo!!
This is our first year filing with them and defitenly plan to return. They're very helpful and find a way to help you in every possible way. I recommend them especially with how fast and how hassle free they are. Thank you !
Thank you for preparing my tax return in a timely manner. I really appreciate the quality of work. I will be using you next year. Thank you very much.
I have received my income taxes and I just want to extend my gratitude and thank you for your service and help. May God bless you and your employees.
Very fast service! I will definitely come back next year because of how easy it was. The staff was great, professional, and helpful.
Mr. Rosas is super efficient & professional! Highly recommend his services!
Thanks to accounting and tax solutions for making my tax experience easier. Definitely recommend it.
I truly recommend them Mr Rosas has helped us so much thank you
Hands down, best accounting services!!!!
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.