*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.*
3135 Clayton Rd STE 205
Concord, California 94519
The talented, knowledgeable, and friendly professionals at Aqui Income Tax Service are incredible. This was by far the easiest return season I have had to prepare for, plus our family got he largest return we've ever received (probably by double). The team made it very easy for us to submit our return and for a very reasonable price. Five stars, highly recommend! Get yourself a consultation for tax planning today!
Best tax experience I've ever had. Gio was fantastic and explained everything I needed to know. Pricing was comfortable and she got me in and out. Definitely will be back next year. Thank you so much!
Gaby was a huge help getting our 2024 taxes done, especially with a complex life event which required some special consideration. We were kept up to date and informed about everything, and Gaby was always responsive and helpful. I wouldn't hesitate to recommend ??
Aqui Income Tax did a phenomenal job handling my taxes for 2024! They were patient, thorough, and very open to answering my questions. I'll be sure to have them help me again for 2025!
Very knowledgeable, responsive, and fairly priced tax professionals. We moved to Concord a couple years ago and needed someone local to help with our taxes. We plan on having AITS do our taxes for many years to come.
Aqu? Income is the best tax service experience I've ever had! I've been coming here for a few years now and I am always satisfied. Very friendly staff who always go above and beyond with their services, ensuring all my questions are answered.
I have used Aqui income tax services for years and the service in magnificent. Henry Sanchez and Gio Johnston are not only an ethical Proffesionals, but great humans being with the goal of help people. 100 % recomendated.
Awesome service. Always easy to work with and has great tax knowledge. Saved me lots of money and got me back lots of money . Highly recommend
Quality tax services tailored to your needs. I went to TurboTax to file my taxes one year, paid $60 to be able to include one of my documents when filing my taxes, and I was still not able to include my document when filing my taxes because it ?wasn't included in my services.? The following year, I had to get my taxes refilled and fixed by a tax service business located in Southern California. Problem was that he was only available certain hours, I could only pay with cash or check, and I had to travel all
Oh they have an amazing team, this would be my 3rd year doing my taxes with Henry and his wife and I can only speak amazing things. They take there time to explain everything and have always worked around my crazy schedule.
Gio and team was super helpful during this tax season and will definitely return next year. They provided great insight and recommendations for next year.
I have been getting my taxes prepared for the last 8 years here and they have always been efficient, fast, and knowledgeable. I appreciate the insight and explanation with every change and the process. Muchas gracias!
I recommend Aqu? Income Tax Service, they are knowledgeable and trustworthy. They assist my business with my bookkeeping and taxes.
We were recommended Aqui by friends and was not disappointed. They were professional and helped us with taxes after selling our house.
Gaby and her family were so kind and helpful with my complex taxes. I can't recommend them highly enough!
Highly recommend been going with Henry for years and not only is awesome at work but also super friendly and professional
Highly recommend Mr. and Mrs. S?nchez for your tax needs! This is my second year going to them for taxes, and my only wish is to have come to them sooner! They are very knowledgeable and transparent with you throughout the process, which puts me at ease and has helped demistify taxes a little more each time I visit them. They have gotten my mom and I good returns on our taxes, and I appreciate that they offer their services in both Spanish and English. This is their family business, and they take such good
What a relief that I had Ms. Sanchez's services to sort out what felt like a nightmare of a tax situation! The turnaround time was exceptionally quick (less than a week) given the circumstances and the staff were readily available and exceedingly patient with my often ignorant queries. They did their best to enlighten me with ways to navigate the needlessly intricate ways of reducing payments and maximizing refunds. I cannot recommend enough this dazzlingly friendly and family-centered business. Cheers~
Gaby and her family are fantastic! I had a complicated year in terms of income and residency and they were able to quickly file my taxes and return with a refund much more than if I had done it myself. Would recommend for anyone with their tax needs!
Gio was great.Very informative and helpful.im very happy with their services
Mr. Henry has been helping me file my taxes for the past couple of years. I had a huge tax problem that he was able to help me correct them with no hesitation. He is friendly, trustworthy and very professional. I definitely recommend his services.
So nice and professional will be back there again next year!
Henry and Gio have been doing my moms taxes for the last few years they were a huge relief after my dad passed away. They have gone above and beyond when our taxes got complicated the year after my dad passed and it required additional research and explanation. I highly recommend using their services they are friendly, trustworthy and knowledgeable.
Never felt so taken care of when doing my taxes! Mr Henry Sanchez helped my do my taxes as a first time business owner , prior to the appointment he tells you what documents are needed and advises you on how to twice a better return next year.
Super helpful with this confusing process. I had multiple income streams and came in with my mess of paperwork and was able to get the help I needed while also making sure I got a good sized return! So grateful for their patience and competence with all things tax related!
Always so helpful and fast. I'll keep coming back :)
Gioconda was wonderful and very professional Great job
Very knowledgeable and friendly staff that was willing to go through everything with me step by step. Highly recommend to anyone!
Very excellent and good quality
(Translated by Google) I have been taking my taxis with Don Henry for some time now and I liked it. He is a very kind person 100% I recommend him (Original) Tengo ya tiempo asiendo mis taxis con Don Henry y me a gustado. Es una persona muy amable 100% lo recomiendo
(Translated by Google) I totally recommend this place, we have been coming here for more than 15 years income tax service. Professional and very friendly (Original) Totalmente recomiendo este Lugar, tenemos m?s de 15 a?os viniendo aqu? income tax service. Profesionales y muy amables
(Translated by Google) Definitely very professional. I've been with them for over 10 years. They'll always give you an explanation of what you're doing with your taxes. (Original) Definitivamente muy profesionales , ya es m?s de 10 a?os que estoy ellos. Siempre te van a dar una explicaci?n de lo que est?s haciendo en tus impuestos.
(Translated by Google) We have been doing taxes for 5 years and with all certainty I assure you that he is an excellent tax preparer, always taking the time for each of the clients and solving all our questions; He always assists us by phone before receiving us and he assists us in the same respectful, efficient and professional way because he always tells us what is correct according to the laws!!! (Original) Nosotros realizamos los taxes dese hace 5 a?os y con toda la Certeza les aseguro que es un excele
(Translated by Google) Good reliable work excellent punctual and educated (Original) Buen trabajo confiable excelente puntuales y educates
(Translated by Google) Excellent work 100% recommended ?? (Original) Excelente trabajo 100% recomendados ??
(Translated by Google) Excellent, very professional (Original) Excelente, muy profesionales
(Translated by Google) This place is great! Highly recommended! IT'S REALLY GOOD HERE! (Original) Buen?simo este lugar! Highly recommended! AQUI ? MUITO BOM!
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.