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Anaheim Income Tax

Anaheim Income Tax

Reviews Summary

The consensus is overwhelmingly positive, with most reviewers praising the professionalism, knowledge, and courtesy of the staff. Many highlight the quick, efficient service and reasonable pricing. Customers appreciate the clear explanations, patience, and thoroughness in addressing their questions. Several mention returning year after year due to consistent satisfaction. The only negative review cites an issue with specific forms. Overall, the service is highly recommended for its expertise, reliability, and friendly approach.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers

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

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers

Contact Information

Address

1520 E Lincoln Ave Suite 5

Anaheim, California 92805

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-7PM
Tuesday 10AM-7PM
Wednesday 10AM-7PM
Thursday 10AM-7PM
Friday 10AM-7PM
Saturday 10AM-2PM

Customer Reviews

Highly recommend this place! Sal helped us with our taxes and was very professional, helpful and overall great.

One of the best Income Tax Return filling place so far. I filled with David - he was very detailed, calm and was answering all my questions very politely. He just wanted to make sure that my all doubts should be resolved. 5 STAR

Anaheim income tax is a very professional business. Sal was very helpful and very honest . He explained everything to me . Also they have very reasonable prices . I?m so glad that I found them . Very satisfied with their service.

Going back this year. I reached out 4 years ago after I had procrastinated. David Campos helped me, kept me calm and laughed at some of my dumb jokes. These guy are the best deal around!!!

I've been going to Jesse for yrs to have my taxes done and it's always been a pleasure. He's very courteous and knowledgeable and I enjoy our conversation's.

Sal was fantastic, very helpful with the process and was able to answer any questions as they came up.

Salvador is a professional tax consultant. He's been helping me since 2001 and I haven't had any problems with IRS. I highly recommend him and Anaheim Income tax.

They're very professional and great explanation about my taxes. New client and for sure I will continue using their services

Sal was great. Knows what he's doing, nice, and quick. Also good price. Thank you sal!

Sal was very good. He helped me alot.

wonderful place! no wait and at very reasonable price you get highly qualified accountant to do you taxes!

The only place I go to get my taxes done. Sal is very patient and walks you through everything.

been going for years, all is good . never a wait. quick and reasonably priced.

(Translated by Google) An excellent place, very professional people who do their work with great effort. I completed my contacts with David Campos, who is an excellent person who knows very well how to do his job. I recommend it 100%. Excellent work. (Original) Un excelente lugar, personas muy profesionales que realizan su trabajo con mucho empe?o, yo relice mis imcontax con David Campos el cual es una excelente persona que sabe muy bien como hacer su trabajo. Lo recomiendo 100% Excelente trabajo..

(Translated by Google) They didn't know how to make the Uber forms, they did them very badly. (Original) No supieron hacer las formas de uber las hicieron muy mal

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.