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Alto Insurance And Tax Services

Alto Insurance And Tax Services

Reviews Summary

Customers consistently praise the exceptional service, professionalism, and expertise in tax preparation. Many highlight long-term satisfaction, with several clients returning for years. The team is described as friendly, patient, and thorough, offering clear explanations and honest advice. Bilingual support is appreciated, and clients value the efficiency, affordability, and personalized attention. Trust is a recurring theme, with many recommending the service to family and friends. Additional services like insurance and business advising are also commended. Overall, the consensus reflects a highly reliable, customer-focused experience.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Bilingual Services

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
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Bilingual Services

Contact Information

Address

8100 California Ave # A

South Gate, California 90280

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

WHAT A GREAT SERVICE! Very humble people! Fast service and great price, Mario, is great at explaining everything. Definitely coming back! TAXES!

Great tax service! Very fast and straightforward. They helped me sort my paper work and I will definitely continue to come back. Very kind people working here! Definitely recommend

I?ve been coming to Don Mario for years now (7) ! I love his customer service and his wife Ingrid! I also get my insurance thru them. I trust them 100%.

Honest, patient, incredibly helpful! Our whole family comes to them every year. If you?re looking for a tax person, make them your new family!

We do our tax returns with ALTO Tax services every year. Always receive maximum return and great customer service.

I was looking for someone to do my taxes either they charged way to much or I was just skeptical after having bad experiences. I got referred to Mario and I can say he is one of the best tax preparers he's very thorough and HONEST. I've referred my family to him and they are very happy with him.

Great customer service. If you are looking for great tax service, I recommend them. They are very professional and kind. We have been with them for over three years.

Ingrid is amazing and very helpful !

My wife and I have been getting our taxes filled with Mario for 5 years now, and I can tell he's a professional, organized, and a very patient person. I trust Alto iInsurance to make my taxes 100% recommended

Super profesional and helpfull , if you need to do your taxes this is the place i have never gotten money back till i started working with this guys if i could give more stars i would , simply amazing service

I not only have my car insurance policy with them which has been great, I have also done my taxes for a couple years here now. I felt like my interests were considered and everything went smoothly!

I have filled my taxes with them for 4 years now, everything has been through e-mail since I don't live close by their office, but I feel satisfied the way they work and I trust them, they are so professional.

My first time doing my taxes and they we?re extremely helpful and informative. Not only that but great customer service.

been coming to Mario for years to do my taxes very nice and honest person definitely come here if you are looking for a place to file your taxes

I?ve been going to them for 3 years. They are professional and straightforward. They are also taking covid precautions and disinfecting after every customer.

Did my taxes with Mario for 2 yrs now an he's a very helpful man he explained everything thoroughly.

Been doing my taxes for years with Mario. Great customer service and very professional!

Very good place for Taxes . Mario really helps you out and gives every good advise.

Very good service ??

Very helpful and friendly!!!

(Translated by Google) Very good service and the explanation of my taxes was very clear. I am very happy with the tax preparation service. They also helped me with my car insurance and registration. It was definitely a good decision to choose Alto Insurance. I will be happy to return to them every year! (Original) Muy buena atenci?n y la explicaci?n de mis impuestos fue muy clara. Estoy muy contento con el servicio de preparaci?n de impuestos. Tambi?n me ayudaron con mi seguro de auto y registraci?n. Defin

(Translated by Google) Grateful to Alto Insurance for their excellent attention and service. They treated me very well and their help was exceptional, I will definitely continue to trust them with my tax returns. (Original) Agradecida con Alto Insurance por su exelente atenci?n y servicio. Me trataron s?per bien y su ayuda fue excepcional, definitivamente les seguir? confiando mis declaraciones de impuesto.

(Translated by Google) They have always helped me with my taxes. I have been going with them for years. They have the best service. I recommend Mario Torres. (Original) Siempre me an ayudado con mis taxes. Tengo a?os hiendo con ellos. Tienen el mejor servicio. Les recomiendo a Mario Torres.

(Translated by Google) Excellent service, the people who work there are very friendly and are always willing to answer all my questions. I highly recommend them. (Original) Excelente servicio las personas que trabajan ah? son muy amables y siempre est?n dispuestas a resolver todas mis dudas los recomiendo ampliamente

(Translated by Google) Hello, I like the service. I really like the way Mr. Mario Torres helps me. I recommend going with him. He knows a lot about his work and helps you with all your questions. (Original) Hola me gusta el servicio me gusta mucho como me ayuda el senor mario Torres lo recomiendo vallan con el sabe mucho de su trabajo y les ayuda en todas sus dudas .

(Translated by Google) Mario is a Tax Preparation Professional, he helped me with the opening of the Corporation and advised me with the management of my business. (Original) Mario es un Profesional de Preparaci?n de Impuestos, me ayudo con la apertura de la Corporaci?n y la asesor?a con el manejo de mi negocio.

(Translated by Google) I have been doing my taxes there in that place, they are very friendly and help you with everything, they explain everything very easily, I recommend it 100% (Original) Llevo haciendo mis taxes ah? en ese lugar son muy amables y te ayudan en todo te lo explican todo muy f?cil lo recomiendo al 100

(Translated by Google) Excellent work, a very attentive and flexible person to answer my questions. (Original) Excelente trabajo,una persona muy atenta y flexible para responder a mis preguntas.

(Translated by Google) THEY HAVE VERY FRIENDLY AND RESPECTFUL ATTENTION THANK YOU THEY ARE THE BEST (Original) CUENTAN CON UNA MUY AMABLE Y RESPETUOSA ATENCION GRACIAS SON LOS MEJORES

(Translated by Google) I had excellent service and I am satisfied and with very specific information ?? (Original) Tuve una excelente atenci?n y voy satisfecho y con informaci?n muy espec?fica ??

(Translated by Google) Excellent service, their advice is Excellent and their customer service is very good (Original) Excelente servicio, su asesor?a miento es Excelente y su atenci?n al cliente muy buena

(Translated by Google) I am grateful for the very friendly treatment and the fast service and highly recommended. I am satisfied with the help and recommend it to be able to come and do your taxes. (Original) Estoi agradecida por el trato muy amable y el servicio r?pido y muy recomendado estoi satisfecha por la ayuda y recomendable para poder venir Aser sus taxes .

(Translated by Google) My husband and I have been doing our taxes here since 2018 and to be honest I have been very happy since I found this place. Mario is a pretty nice person and very professional. When it comes to taxes, he is very good at his job. I really recommend this place and especially Mario. My husband and I have been doing our taxes here since 2018 and to be honest, I have been very happy since I found this place. Mario is a very nice and very professional person. When it comes to taxes, he is

(Translated by Google) I recommend them. They are very kind, clear, and professional in their work. They help you with everything. I have been working with them for 3 years, and they have helped me a lot. They are honest. (Original) Los recomiendo son muy amables y son muy claridosos y profesionales en su trabajo te ayudan en todo tengo 3 a?os asiendo con ellos y me an ayudado bastante son honestos.

(Translated by Google) Excellent service with professional and friendly treatment from Mario, who helped us with our taxes very efficiently, totally recommended. (Original) Excelente servicio con un trato profecional y amable de parte de mario, que nos ayudo con nuestros taxes de manera muy eficiente totalmente recomendable.

(Translated by Google) I have been very happy with their services, excellent attention, very good ethics. (Original) He quedado muy contenta con sus servicios excelente atenci?n muy buena ?tica .

(Translated by Google) They pay a lot of attention and clarify my doubts. They take the time to do the form correctly. (Original) Muestran mucha atenci?n, aclaran mis dudas. Se toman el tiempo adecuado para hacer bien la forma

(Translated by Google) I couldn't have been luckier to be recommended this place, the attention is INCREDIBLE and the work and effort they put into each client is amazing. This is my third year and I will return next year without hesitation? (Original) No pude haber tenido mas suerte de que me recomendaran este lugar la atencion es INCREIBLE y el trabajo y esfuerzo que ponen en cada cliente es naravilloso. Este es mi tercer a?o y volvere el proximo sin dudarlo?

(Translated by Google) Filing my taxes has been very easy with Alto Isurance. This is my third year, and I'm very happy with the service. Thank you! (Original) Presentar mis impuestos ha sido muy f?cil con Alto Isurance. Este es mi tercer a?o y estoy muy contenta con el servicio. Gracias!

(Translated by Google) We have been grateful since 2013 for the services that the entire Alto Insurance staff has provided us so far. (Original) Nos sentimos agradecidos desde 2013 con los servicios que hasta ahora nos han brindado todo el personal de Alto Insurance

(Translated by Google) Excellent service. Always helping and informing clients correctly! (Original) Excelente servicio. Siempre ayudando e informando correctamente a los clientes!

(Translated by Google) An excellent Service. Thanks for all your help. (Original) Un excelente Servicio. Gracias por toda su ayuda.

(Translated by Google) Fast, friendly, comfortable and clean environment (Original) R?pidos, amabilidad, ambiente c?modo y limpio

(Translated by Google) Excellent Service (Original) Excelente Servicio

(Translated by Google) Excellent service ?? (Original) Exelete 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.