Al Sanchez Bookkeeping & Income Tax Services

Al Sanchez Bookkeeping & Income Tax Services

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, with frequent praise for professionalism, efficiency, and friendly staff. Many note quick, painless processes and appreciate bilingual support. Long-term clients consistently return, citing trust and satisfaction. A single negative review mentions severe errors, but the vast majority emphasize thoroughness, knowledge, and welcoming atmospheres, strongly recommending the service for taxes and financial needs.

About This Listing

Bookkeeping
Tax Preparation

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.*

Features

Bookkeeping
Tax Preparation

Contact Information

Address

874 W 11th St

Tracy, California 95376

Hours

Sunday Closed
Monday 10AM-6:30PM
Tuesday 10AM-6:30PM
Wednesday 10AM-6:30PM
Thursday 10AM-6:30PM
Friday 10AM-6:30PM
Saturday 10AM-2PM

Customer Reviews

I've been coming here for both tax preparation and immigration services, and I highly recommend them! The lady who helped me with my taxes was very nice and patient. She gave me the time and space to come back with the papers I was missing and stayed positive about my situation the whole time. All the ladies here are so welcoming and make the process feel less stressful. Definitely a great place to get your paperwork done!

Valentina was INCREDIBLE!! This was our first time going to a CPA to file our taxes. We bought a house this year and wanted to make sure someone was thorough and helped us get back as much as we possibly could. She asked all the right questions and gave us so much information throughout the process. I 100% recommend Al Sanchez to anyone looking for help with taxes. Our taxes were done in a half hour fast and painless.

This is my first time coming to Al Sanchez tax services and I am very pleased with the service I received. Valentina was the one that helped me and she did great. Very detailed, welcoming and quick ! Will definitely come again and highly recommend coming here as well. :)

Valentina was fantastic! She was warm, welcoming, and made me feel completely at ease. This was my first time trusting someone else with my taxes, especially since I have a complicated 1099-NEC form, but she handled everything smoothly. I truly appreciate her expertise and the easy, stress-free experience. Highly recommend!

I have been doing my taxes at Al Sanchez for many years now, I am completely satisfied and will definitely be back next year, I was helped by Valentina today and she is an amazing person, has a lot of knowledge and was 100% satisfied with her service. She answered all my questions and made feel at home. Anyone doing taxes give them a change to help you. You will not be disappointed.

?This was my first time with ALSanchez and I couldn't be happier with the service! The staff was friendly, professional, and extremely knowledgeable. They made the entire tax process easy to understand and stress-free. I felt confident that everything was handled correctly, and they even helped me maximize my return. I'll definitely be coming back next year. Highly recommend!?

Excellent service!! Ever since Enid helped me 3 years ago for an emergency ( I am so glad to have met her, life saver!!! ) I have been coming since. They are very helpful, prompt and professional with reasonable price too! I highly recommend to everyone!

Valentina was amazing! She was so patient, and was so fast with everything. She was really thorough in making sure everything was done carefully and correctly, and made the process super painless. I will definitely make sure to come back to her!

Thank you to Al Sanchez tax service. I had a smooth and stress-free experience. The process was straightforward?after uploading my documents and answering a few questions, their team handled everything quickly and professionally.

They deleted my previous review!! My parents recommended me this place I booked an appointment. Arrived 20kins prior at 1pm my time of my appointment this couple with a baby show up claiming they had an appointment with the same guy we had booked and guess what ? They ignored us and take them in before us!!! Just cause tax preparer knew them ! The wife taking care of the baby offered to do our taxes but my parents had recommended the man so we waited!! Huge mistake!!! We waited an hour more cause he took hi

I had a scheduled appointment for 1:30 PM. I arrived 10 minutes early, only to find Alberto nowhere to be seen. The receptionist looked clueless. This was highly unprofessional and very inconvenient for me and my wife, as we had specifically told him that we were coming from Brentwood based on the positive reviews. Unfortunately, our expectations were not met. I would not recommend this business to anyone. If he can't make it to a set appointment or give a courtesy call to inform that he can't make it to a

This place is incredibly disrespectful and rude and top of that they hung up on my 71yr old mother when she was just telling them that they had to pay a penalty due to the young women not putting there social security down as taxable income when they filed in 2024. The guy she spoke to said she didn't provide the form, but I literally made 2 copies of the documents and went with my parents in 2024 just to be sure they filed everything in order so for him to say she didn't provide the documents is bs when he

I have been using Al Sanchez Services to file my taxes for the last 5 years now and would highly recommend their service. They are very professional and great with follow ups. Just great , friendly and professional service

We've had our taxes done here the last few years after searching for a new place. They are great and fast and all the staff is knowledgeable and friendly. 100% recommended!

TLDR: This place messed up my parent's taxes so severely that they overpaid at least $15,000 in taxes. Avoid this place at all costs. ~ Alberto Sanchez prepared my parents' taxes this year. Here's how it went: 1. He didn't know how to handle most of the items on the returns. He said he'd consult with his team, but when my parents returned a week later, it was clear that he hadn't done any research because he didn't enter everything into the system correctly. 2. He didn't enter all of my parents' expenses,

Enid is awesome! She help me doing my taxes really knowledgeable and friendly highly recommend going to Sanchez services

This is our 2nd year in a row having our taxes prepared at alsanchez service. The customer service is excellent, taxes prepared in a timely manner. I definitely recommend alsanchez services. ??

Very polite and good service! My second time filing taxes here, and was satisfied both times. :)

The staff is really friendly and helpful! The wait was minimal and I was out within 30 minutes! They're bilingual which helps a ton!

Excellent customer service!! It was our first time doing taxes and the support was excellent.????

The staff Is Amazing, friendly, very knowledgeable and professional . I will definitely come back in the near future.

Great Service no appointment needed just drop by in. They were kind and quick.

They have amazing customer service here I was helped by Valentina and she was so friendly and helpful!!

First time doing taxes with Valentina and it went perfect thanks for helping me and my mom out

Great experience. Associate named Valentina was very friendly and helpful.

Great service and prompt appointments with very reasonable fee charges I recommend them very highly

First time here, will be returning next year. Valentina was very professional and answered all my questions. Thank you ??

Really good service with Enid Y Mexicano Ramos. I'll always recommend .

Valentina was super helpful,polite, and professional! Huge help with my taxes thank you!

Great service got done in 30 min highly recommend

Such a relief that I came here to do my taxes. Suzy did a outstanding job with my taxes.I highly recommend everyone in the Tracy area to come here for their tax service. Moving up here from New York, had no idea what to do since my w2s was from New York but Suzy had great knowledge and knew what to do. Thank you so much I will definitely be back next year!

Makes doing my taxes easier! Good service

Needed a new tax service provider and I did a quick search, a few pages in I came across Al Sanchez Bookkeeping. After seeing their great reviews, I made an appointment on their website (quick, easy process by the way). We've now come in and the process took about 1.5 hours but they took our paperwork, asked us all the right questions, and filled in the gaps where we needed help. Ultimately a great experience, highly recommend booking them for your income tax services. My husband and I are planning to come

I did my taxes with Enid and would recommend for you too! She was so sweet and helped me answer all the questions I had! The service was great and will defiantly be returning here next year again to file my taxes!

Enid was amazing like every year. She is professional and sweet. She is also bilingual which helped my husband and me a lot. I 100% recommend her. We've been going with her for 4 years now.

Great tax service! I've had a CPA who is a family friend do my taxes for many years. Just went to the Sanchez branch in Tracy for my 2022 filing and couldn't believe the outstanding service I received. They got me in and out while getting me the biggest refund I ever had. Highly recommend Al Sanchez and the Team!

Quick and easy always a good experience coming here.

Nice and easy. Always like to use and refer to others.

My first time doing my taxes in this office. I am very pleased for their service. Staff are very helpful me and my husband got greated as soon we walked in. Enid, the woman who helped us was very helpful and she did everything to help up get the most she could. My husband and I are very great full for her help. I highly recommend this place to do your taxes.

I have been coming here for years and entire team has always been super kind and helpful! They're very professional and knowledgeable. Minimal wait times and bilingual staff :)

I first started doing business with AL Sanchez Tax Preparation in 2023. Alberto Sanchez was the one that initially helped me with my 2022 Tax. Everything was professional and no snags during the whole Tax Preparation process. And the price was affordable at $180 which included Active Military/Veteran discount. Which is why I came back as a returning customer. Returning this year it would be the complete opposite, having Daniela Monroy take care of my tax and having to pay $240 ($60 increase with Military/V

Very friendly, great service and fast

My first time was very fast and efficient, I had the pleasure of working with Susie. Very friendly, informative, and professional. I was able to have all my questions answered. Will be returning. Thank you Susie!

"I had a fantastic experience working with Al Sanchez for my tax preparation needs. From start to finish, the process was seamless and stress-free. Al was incredibly knowledgeable and thorough, making sure to ask all the right questions and provide helpful advice along the way. He is also extremely responsibe and always available to answer any questions I had. What I appreciated most about working with Al, was his attention to detail and dedication to ensuring that everything was done correctly. He to

Very helpful and the process was quick and easy.

Filed taxes for the first time with Suzzy. She has been so helpfull in walking through the whole process for filling the taxes. Wonderful experience. Would recommend for sure.

The service was top quality, Alberto was extremely helpful and knowledgeable. Patience was top notch and made the whole process less stressful and actually enjoyable. I'm glad I decided to do business with him. I highly recommend!

Very helpful, they helped me with avoiding to pay taxes for the year, told me about using my closing cost from back in 2021 (which other tax services didn't told us about) to he able to get me some money on return. All in all satisfied with services

Have had a great experience at Al Sanchez, they are professional, friendly and do everything in a timely manner. Will definitely be coming back. Highly recommend

Well i can say that Susie, @ Al Sanchez in Tracy was amazing with my income tax, I will definitely come back next tax season and recommend people for services. Amazing job keep up the good work

If you are looking for a knowledgeable, professional and friendly office to get your taxes done...this is the place! Thank you Enid for identifying deductions for my tax situation. It was a pleasure working with you. I highly recommend this office to friends and family!

If you're looking for transparent and honest paperwork filing , Al sanchez is the place to go ! Booked an appointment, was seen asap and was done with paperwork in a timely manner . Staff members were welcoming, kind and explained in detail what my tax filing consisted of . Will definitely recommend and will attend for future needs !

The tax lady was super nice and talked me though everything. She did advises me on exactly my taxes where what they were. Also cheap price for what I have paided in the past. Would highly recommend this place.

Really good service, they always take care of my taxes, and helped me a lot with my LLC they made everything really easy for me !

I recommend Al Sanchez Income Tax & Immigration for all and any of your financial needs. Beyond professional, Efficient and Thorough service. Very informative && knowledgeable when it comes down to businesses or even as simple as a consult. Prices are VERY reasonable && The best tax service ! 100% Recommended !

Quick and painless plus everyone was friendly.

I would recommend Al Sanchez Income Tax & Immigration for all your financial needs. I been using Al sanchez services for my taxes and financial investing since years ago. They never ceases to amaze me with their knowledge. I never make a decision with out first consulting them. 100% recommended

Excellent, Fast, service provided. Answer all my questions. I highly recommend to people who are looking for something quick and easy.

Great services, Great people I highly recommend it. 2nd time I come and will be coming. Thank you for your service

First time coming here, very knowledgeable staff and friendly. Will come back for future business. Great experience.

First time doing my Taxes here . Daniel was very professional she guided me through the whole process. Definitely recommend this location

Daniela has been doing my taxes for years!! She's very professional, efficient and QUICK on submitting your return and paperwork. Prices are VERY reasonable!! The best tax service.

I came to Al Sanchez to do my income taxes today and was really pleased with the service suzzy and the team were amazing.

I like to say I really like the service Very helpful nice people I highly recommend them Al Sanchez ??

I went to Al Sanchez for filing my tax for 2023. They were very knowledgeable and got me a good refund. The prices were very reasonable. I recommend this place.

It was a great experience the people there are kind and friendly and they are great they get you the best refund for you and your household

It was my first time and I had a great experience! Well definitely be back next year.

Omg best service ever 2nd year coming here. Enid Ramos does a great job explaining all my taxes question ..

Very professional and knowledgeable regarding any tax questions. Daniela is super friendly and takes the time to explain and go over your taxes with you so that you completely understand.

Thank You for Alsanchez Team for always helping our family since 2018 i highly recommend them to file Taxes !

I have received great service at AL Sanchez thank you for making my tax season easy.

Very professional. Everything was well explained to me. Love their new location , it's much more bigger and nicer. I recommend 100%

Always so welcoming and make me and my husband experience comfortable and very professional I will continue coming to them with my income tax returns

Really convenient to come in for my 2021 tax return. Real professional place employee was great and super knowledgeable thank you very much.

I came here to do my taxes for the first time and I highly recommend them to anyone else. Very helpful will be coming here from now on.

Always helpful, and really knowledgeable to help with any kind of questions or services i needed in the past from them

Excellent customer service

I come every year to do my taxes here. Very knowledgeable and kind people.

Very professional work

Friendly and helpful experience.

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.