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Americana Tax Planning

Americana Tax Planning

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, expertise, and professionalism, especially for self-employed or complex tax situations. Many praise thorough explanations, personalized attention, and long-term reliability. A few note rare disappointments with communication or oversight, but most emphasize trust, efficiency, and strong recommendations for the team's knowledge and customer care.

About This Listing

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

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
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

800 S Beach Blvd Suite E

La Habra, California 90631

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-5PM
Tuesday 10AM-5PM
Wednesday 10AM-5PM
Thursday 10AM-5PM
Friday 10AM-5PM
Saturday Closed

Customer Reviews

My tax person retire last year and recommended me to Richard of Americana Tax Planning and I couldn't have been happier with my first appointment. I'd been having a pretty stressful year, and with the added element of a 1099 in the mix, the guidance and knowledge provided when asking questions really made the experience so much better than I'd ever had. I've found a new tax home. Can't recommend these folks enough, especially if you're self-employed!

Amazing service! They honored our appointment, no waiting. We sent most of our forms in advance which helped them have our forms ready to just review and sign. Our tax preparer explained everything in detail. She offered advice for the current year on how we can improve our home while also getting a tax break! Good information. We have been coming here for the past 3 years. They helped clear up a mess the previous tax preparer made. We are extremely pleased with Americana Tax!

Your Accountant is very important, like your doctor. Someone you can connect with and speaks the same language. I finally found this at Americana Tax Planning! They are always right there ready to help in getting your finances in order and provide educating you on how to keep them that way. I am very grateful of all that they offer to help me help myself to a better, organized future for my business. Thank You ATP!

I highly recommend Americana Tax Planning to anyone needing tax services and advice. My financial planner referred me to Rose three years ago. Rose and all her staff are very knowledgeable, professional, and pleasant to work with.

I have been filing my taxes with Americana Tax Planning for 3 years now, and they always provide excellent service. Richard is very thorough and great at explaining everything. I am looking forward to working with them in the future

The folks at Americana are Great! Richard was our preparer and he was patient and answered all our questions. He also had a great sense of humor and put us at ease. This was our first tax season with Americana but, we have found our ?home? for taxes forever!!

Rose, Bianca and Team know what they are doing. Fast response to any tax query you may have. We are very lucky to work with them. If you have any tax queries or help needed, this the place to go.

The staff at Americana Tax Planning is absolutely committed to providing excellent customer service, tax guidance and helping me (the taxpayer) ensure compliance with my tax filings and support! I have searched and searched over the years to find a "solid and reliable" accounting firm, but have been disappointed by other accountants/firms, etc., as they tend not to provide the "personal" touch to the client interactions. With Rose (owner of Americana Tax Planning) and her highly competent staff (Thanks Bi

Very good service! the tax agent that kindly helped me, Maggie Macias is very patient and answered all my questions and went the extra step to reverify all the information, definitely will be coming back!

Been going to Americana Tax Planning since 2019 and Rose is very knowledgeable in getting you the best outcome regardless of the situation. She understands the uniqueness each client presents when doing Taxes. She has been quick, kind and responsive when ever I had a question. I will continue coming to Americana Tax Planning for all my Tax needs and recommend you do the same! Thanks again Rose!

Always a pleasure to work with Americana Tax Planning. They are patient and helpful when needed most

Didn't appreciate no review of return documents. We were handed copy of returns by part time employee without any review. We asked a few questions with answers not confident of correct knowledge of the tax issues. Wish we would have seen a principle of the business

Maggie was very professional and courteous. She explained everything thoroughly. It was a pleasure working with her.

Awesome service and advice we bin doing taxes with Rose for many years and many years to come absolutely would recommend there service to anyone

Americana Tax Planning is great to work with. They take time to make sure you understand everything and make the process as painless as possible ( no one likes taxes but here you know that someone has your back and helping you in the best and most professional way) I have no hesitation in referring my friends and family to Americana Tax Planning.

I appreciate Richard taking the time to explain my year over year tax situation, as well as, planning for the next year.

Thank you for answering all my questions! You are the best! Thank You Richard for providinig "Quality Customer Service" I'm happy with the detail information you always provide.

Americana is extremely well organized and willing to help in any way. They answer all questions directly & extremely detailed.

Rose and Roberto are the dream team!!! We love working with Americana.

My appointment went very smoothly. Highly recommend Americana taxes.

Very Professional and prepared for my appointment. Filing my tax return was quick and easy

Such a great first experience with Rose and her staff!! My taxes were completed in a timely manner and I feel like Rose was really looking out for me. As far as a tax appointment goes, I can say it was a very pleasant experience. Definitely would recommend this office

Have prepared my taxes with Americana the last few years and it's always a great experience. Very clear explanation on how taxes were prepared.

Bianca at Americana Tax Planning was a pleasure to work with! She was very thorough and was able to complete everything for us. We were very satisfied with the service!

Great Service! Knowledgeable, Professional and Friendly. We recommend to anyone we know!

Great staff, great service in 2025. The team is very knowledgeable and quick to answer questions and prepare the returns. I highly recommend Americana Tax Planning!

As a new business owner I knew I needed an expert tax and financial planner. After much research and through recommendation I found Rose at Americana Tax Planning. Rose and her team are highly professional and abundantly helpful with answering my enormous amount of questions. I appreciate that! Over our time together Americana has been able to, through diligence hard work, save my small business thousands of dollars! They go above and beyond for their clients creating professional relationships that will l

I've never been asked questions that Rose asked to get my taxes done correctly. Two of my cousins referred us to her and I'm so happy they did. Need your Taxes done right??? Go to Americana Tax Planning in Whittier, Ca. you won't regret it!!

Always great service and very professional. Easy to work with and answer all questions

Iv had a great experience, Bianca is really nice. Americana tax planning really help me lower my taxes and did everything they can! I would highly recommend coming here. Thank you again guys!! ???? see you next year!!

Rose offered to help us file our organizations returns. She was pressed for time but keep assuring us and also stated she would file an extension for us. She stopped returning our calls shortly thereafter. We went elsewhere to file our returns and just asked her to confirm our extension was filed. We received a bill from IRS for a penalty for not filing on time. Rose cost us thousands of dollars so far. Disappointed. Would not recommend.

Very organized, efficient and above all, you feel that they care.

Had my taxes done here for the first time and the staff was great! very knowledgeable and kind.

Thank you Rose for your Professional & Reliable Service and most importantly assisting us against over taxation.

I have NEVER had a better experience doing my taxes. The personal attention, speed and customer service will not be matched anywhere. I would recommend Rose and Stephany to anyone. I will be a lifelong client. Thank you guys!

I've been a client of Americana since 2012. Rose has always been great in doing her job. A true professional. I highly recommend her.

They are very professional, they helped me with my questions and gave me the solutions. I recommend Americana Tax Planning

Rosa was very helpful with our first year filing as a small business. I highly recommend. Very informative, very straightforward, and lastly very pleasant!

Rose is very professional, she helped me a lot with my taxes, I highly recommend it.

Above and beyond service. Thorough, reliable, professional, courteous, knowledgeable. Everything your tax professionals should be. Thanks Rose and Bianca!

I love working with Rose and her team!

Very knowledgeable, good people! Highly recommend!!

Fantastic experience

Awesome company. Did my taxes quick

Fast service and friendly staff! ??

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.

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