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B&A Services Inc

B&A Services Inc

Reviews Summary

The reviews consistently highlight exceptional service, with praise for professionalism, expertise, and personalized attention. Customers appreciate the thoroughness in handling taxes, bookkeeping, and financial guidance, often noting the clarity and patience in explaining complex matters. Many emphasize the responsiveness, trustworthiness, and fair pricing, with several expressing long-term satisfaction and strong recommendations for small business and individual tax needs. The overall sentiment is overwhelmingly positive, with repeated mentions of meticulous, knowledgeable, and supportive service.

About This Listing

Bookkeeping
Accounting
Payroll
Tax Preparation
Financial Advisory

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
Accounting
Payroll
Tax Preparation
Financial Advisory

Contact Information

Address

500 La Terraza Blvd Suite 150

Escondido, California 92025

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday Closed
Wednesday 9AM-5PM
Thursday Closed
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Jesus is an awesome CPA! This was my second time having him do my taxes and it was an easy and smooth process. Jesus asked every questions that can help me get a bigger tax refund. His efforts really shows how much he wants to help you in any way and I would definitely come back to him for the third time! I highly recommend going to him with your taxes and you will not disappoint!!

Jesus Gonzalez has helped make my process in taxes easier than anyone else I have come across. I?ve been doing taxes for 17 years and on our first time working together, he explained more things than anyone else has when working on my taxes. I trust him and see a future person to work with from here on out.

I had a positive experience working with Jesus to file TalentCheetah's 2023 Corporate taxes. He took the time to understand our business and our finances in order to submit our federal and multiple state filings quickly and accurately. Jesus is knowledgeable, honest, responsive, and precise. He provided impeccable service and we look forward to a long partnership with him and the B&A Services team. If you need help with bookkeeping or tax filing, look no further! Contact Jesus!

Jesus and his team have been nothing but AMAZING to me. Jesus helped me when I didn't understand the tax requirements for my small business and I needed to file previous year documents to fix it. He wasn't judgemental, just efficient and understanding. I was so happy with his services I went back to file my regular old taxes, which he did efficiently and professionally (and for a fair fee). I honestly cannot recommend these folks enough! Thank you so much!!

B&A Services is a truly exceptional accounting firm that I wholeheartedly endorse with a five-star rating. Handling the tax needs for not one, but two of my businesses, their level of professionalism and expertise was immediately evident. They navigated the intricacies of small business tax preparation with ease, leaving no deduction or credit unaccounted for in their meticulous review of my financial records. What truly set them apart was their commitment to personalized service; they took the time to unde

Ever since I started my small business, I knew the most daunting part of running my company was the accounting aspect. With zero experience in that field, I knew I would need profesional assistance. B&A really helped put my mind at ease when it came to my finances. They made it very easy for me to keep track of my spending and even helped me better understand how to budget wisely. If that wasn't enough, they also help me during tax season which is great because they already know my business finances so I

It was such a pleasure working with Jesus from B&A services. He helped guide me with my finances when I was completely lost. He was so professional during the 2 meetings we had and even called to follow up with me to check up on me and make sure I was still on track or if I still had questions. I highly recommend coming here for any finance or accounting help!

So helpful and knowledgeable. Helped me navigate a more complex tax filing than I?m used to, and gave great guidance and advice.

Highly recommend coming to Jesus, he is great and helpful. Good customer service .And mindful of your needs for an accountant for your business.

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.