*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.*
1030 Georgia St Suite A
Vallejo, California 94590
I have been going to Azteca Business Services for my taxes for more than 15 years. They are very professional and knowledgeable in their business and I have never had any problems. 10/10 recommend
Karl had excellent customer service and made transferring my payroll services very easy. Azteca has excellent pricing for tax preparation services as well. Being in business since 2008, I have worked with many payroll companies. Azteca Business Services is the best in the Bay Area in my opinion.
They have really good services. I've been going here for 10 years, and I have always received quality services.
Friendly business with good customer service. Handled my Certified Payroll mor efficient than the bookkeepers I kept on payroll. Gloria saved me money and made my business compliant!
After putting up with this firm for several years, I decided to part ways. Gloria the owner is a arrogant, rude and condescending person. She does not like working with small businesses. Lacks professionalism and commitment. Unless she changes her business model. I do not recommend
It's always a pleasure every tax year with Azteca thank you Mrs. Gloria.
Honestly, I have had various CPAs and notaries prepare my tax returns over the years and Azteca Business Services has, by far, exceeded my expectations. I have had only positive experiences with all the staff there. Especially with the owner. She has extremely experienced and the support staff is extremely polite and always helpful. I am more than satisfied with the service. Thank you all !!!
Azteca Tax services is the best and they handled my civilian and my active duty military tax returns. I have never been disappointed by the results this place.
Very poor service. I wouldn't recommend it to anyone. They don't like to deal with small business and prefer big companies as clients.
One bad review seems like a Karen was unhappy.
I have been a client sice 1999. The service is friendly, efficient and professional.
(Translated by Google) I have been doing taxes for 23 years and I have not changed the location, not even for anything, from the first time I liked the service and here I stay...... full service for our pay roll and tax business (Original) Tengo 23 a?os haciendo los taxes y no cambio el lugar, ni a gloria por nada,desde la primera vez me gusto el.servicio y aqui me quedo .......servicio completo para niestro negocio pay roll y tax
(Translated by Google) Mrs. Gloria and her secretaries are very kind and very helpful. I recommend them 100 percent. I hope you have a Merry Christmas. (Original) Se?ora gloria y sus secretarias muy amables muy servicials .yo las recomiendo 100 porciento .espero pasen feliz navidad.
(Translated by Google) Good service. Gloria, very professional, I 100% recommend this place. (Original) Buen servicio. Gloria muy profesional recomiendo 100% este lugar.
(Translated by Google) Excellent service and very good treatment from all the spice workers, Mrs. Gloria. (Original) Excelente servicio y muy buen trato d todos los trabajadores en especias la se?ora Gloria.
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.