*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.*
470 Third Ave #7
Chula Vista, California 91910
I highly recommend Lidia Estolano at B&U taxes. She is knowledgeable, professional and always takes the time to explain everything clearly. I feel confident knowing my taxes are being handled correctly, and i truly appreciate their attention to detail and timely service. Lidia at B&U taxes makes the entire process stress free. B&U taxes are trustworthy and efficient. I can?t recommend them enough. B&U is the place to go for all your tax needs.
?? Lidia at B&U Tax Services is highly knowledgeable when it comes to handling complex tax situations for partnerships, multi-entity LLCs, and S-corporations. Having someone who understands these structures is essential for staying compliant and maximizing deductions. If you run a business with a more advanced setup, B&U Tax Services is a smart and reliable choice. Highly recommended!
Lidia is so helpful, she is very honest and does an amazing job with helping you file correctly and knows how to do it well ?? We have been with her for over 6 years. I highly recommend confiding in her with your next tax return she has sooo many years of experience!! ?? Thank you!!
Lidia is amazing at what she does she?s helped me and my family members with all of our taxes and passport books. She takes the stress off and explains every process in detail.
Lidia knows exactly what she's doing! Very professional, responsible for all work that she has done for me!
LIDIA IS ONE OF THE BEST TAX PERSON EVER! She is so professional and is great at what she does! I totally 100% recommend her! You will not be disappointed!
Lidia is AMAZING!!! I would give her more stars if I could???.. I?ve been doing my taxes with Lidia for quite a while now and all I can say is she is Great!! From the moment you walk in she always greats you with a smile, she is very professional & knowledgeable with her work, answers any questions you have thoroughly with EXCELLENT customer service always explaining every step and works to get you the best refund ??! I love her and would definitely recommend her ?? %!!
I can only express how thankful I am to have been recommended to Lidia Estelano at B&U Taxes. I drove from the Los Angeles area to Chula Vista, and it was definitely well worth the drive and time. Lidia broke down my tax situation and made recommendations that benefited me, as well as explained what was not in my best interest. Hands down I was impressed with her expertise, and will be returning back next year. Thank you so much Lidia!
B&U taxes did a phenomenal job on my tax returns. Will most definitely return for more of their services and also refer my family and friends!
Great services and very quick results. I really like how professional Lidia is and her excellent customer service. I would highly recommend her.
Lydia has AMAZING customer service she?s clear and she educates you if you don?t understand something. Lydia has not only helped me through tax seasons but she has also helped me and others through the pandemic by sharing helpful information whether it had to do with tax credit, unemployment, benefits, opportunities or loans of such. Lydia is professional, responsive and more than fair. I am grateful to continue this year again with her services! STRONGLY RECOMMEND FOR ANY AGE GROUP. She?s also bilingual,
Lidia is very attentive to our personal needs, she is friendly and nice plus she is always available to help in any matter. It?s truly a one stop business because she offers various services and is also located in a great centric location. Look no more, I highly recommend B&U Taxes and more
Since the moment I met Lidia she was professional and informative, never shying away from any of my questions. I don't remember if she's done 3 years or more but I definitely hope she continues to help me in the future, great experience all around.
She?s so sweet , did my taxes so well I have no complains I recommend her 100%!!! Book with her !!????
Lidia asked me to reschedule my appointment for following Saturday since her appointment system was acting up. I confirmed via text the appointment but when I showed up, she was over 30 minutes late and forgot to add me to the schedule.
Lydia is an amazing person who patiently guided us in filling out our taxes. She?s very responsive & attentive to her clients. Will be filing my taxes with her yearly now!
I highly recommend lydia to do your taxes she is such a sweet person so nice and really respectful I'll definitely be coming every year for taxes Thank you
Lidia was great! Amazing service, super friendly and explained everything out to our understanding! Will continue to do our taxes with her.
I received the best customer service at B&U Taxes. Lidia is very professional and very informative any question i had she answered thanks lidia for getting me a max refund this year! I highly recommend B&U Taxes more services.
Amazing service! Easy to book appointment! B & U taxes has helped me with my business taxes for the last 5 years. Se habla espa?ol!
Lidia is Amazing! She?s very knowledgeable and professional always willing to help, she?s answered all my questions and has been very helpful.
100% recommended, Lidia is very patient and good at her job.
Lidia is very knowledgeable n she will help you gain the most as you pay the least!!! Would highly recommend her !!!!!
I love and recommend B&U taxes she?s a great with details and explanations of things, great communication skills and people skills.
Muy buen servicio, te explica bien tus documentos, te atiende con buena actitud. Great service! The process is easy and fast always with a good attitude, explains any doubts you may have about your taxes.
very good experience, very professional and helped me get the best refund on my taxes
Lidia is super helpful, friendly and answers all of your questions! I highly recommend her... Thank you Lidia!
Super happy with the service, Lidia is great! First time and will definitely be back !
Great service, I definitely recommend her.
Great services and quick results I really recommend a must try .
Fast, knowledgeable, kind.
She the best, always recommend to do you?re taxes amity them
The best doing taxes I super recommend her
Always the best , with the best attitude and service
Really helps if you owe money
Very professional and kind.
(Translated by Google) I have been going with Lidia to do my taxes for 5 years now and she is always super professional, clarifies every doubt and explains each procedure to me. I always leave super satisfied with their work. (Original) Ya tengo 5 a?os llendo con Lidia a hacer mi taxes y siempre s?per profesional, aclara cada duda y me explica cada procedimiento. Siempre salgo s?per satisfecha con su trabajo.
(Translated by Google) The service I get from Lidia Estolano. Are the best she?s been doing my Taxes for the past 2 years. And she helps me a lot to understand the process of everything and answer any questions that I have. She also helps me with my divorce papers. And now she's helping me with my EDD paperwork too. I really recommend her service's. She's really knowledgeable of her Job, Where do I start, Lidia Estolano He is a person 100 percent qualified to do his job. She has been filing taxes for the p
(Translated by Google) The best service and professionalism, in one place B & U Tax and more, a tax preparation office that knows the needs of the community, you will be served as if you were part of the family with complete confidence. I highly recommend Lidia Estolano, very professional and reliable in her work and excellent as a person and human being..100% (Original) La mejor atenci?n y profesionalismo, en un solo lugar B & U Tax and more, una oficina de preparaci?n de taxes que conoce las necesidades
(Translated by Google) Excellent service with Lidia, I loved that she explained the process of filing taxes very well. She helped my husband and I a lot in understanding everything about the credits that the government gives, what affects us and what helps us. I will definitely return to her again. (Original) Excelente servicio con Lidia, me encanto que te explica s?per bien el proceso de hacer taxes, Nos ayud? mucho a mi esposo y a mi en entender todo sobre los cr?ditos que da el gobierno, lo que nos afec
(Translated by Google) I'm grateful to have met her. She explained things to me like no one else; she took the time to help me understand how taxes work, because everything you spend is important. Thank you so much, Lidia! (Original) Estoy agradecida de haberla conocido. Ella me explic? com nadie; se dio el tiempo de que entendiera c?mo se funcionan los impuestos, porque es importante todo lo que gastas. Muchas gracias Lidia!
(Translated by Google) Excellent service! Lidia was super attentive, explaining our taxes in great detail. And she helped us with our business taxes to keep things more organized. Highly recommended. And she's bilingual too! (Original) Excelente Servicio! Lidia super atenta, nos explico super a detalle nuestros Taxes. Y nos ayudo con los impuestos del negocio para llevarlo mas organizado. Super recomendada. Y ademas bilingue!
(Translated by Google) I have only been preparing my taxes with her for just 3 years. Very professional, excellent service, she has a lot of experience in what she does, very kind recommendation ?? %???????????? (Original) Yo tengo apenas 3 a?os preparando mis taxes con ella.muy profesional excelente servicio tiene mucha experiencia en lo que as? muy amable recomendad ?? %????????????
(Translated by Google) Excellent service, very friendly, very attentive, she helped me a lot to obtain my citizenship as well as process my green card ?? (Original) Excelente servicio, muy amable, muy atenta me ayud? mucho a obtener mi ciudadan?a al igual que tramitar mi tarjeta verde ??
(Translated by Google) Very professional, he explained everything in detail about our taxes, he is up to date on the IRS changes, we highly recommend this place to do your taxes and we also did very well on our FIVE STARS tax. (Original) Muy profesional nos explico todo a detalle sobre nuestro impuestos, est? actualizado en los cambios del IRS muy recomendable este lugar para hacer tus impuestos y aparte nos fue muy bien en nuestro impuesto FIVE STARS
(Translated by Google) Lidia, very attentive, kind, has helped me with everything in my documents and clarified all my doubts. Super recommended apart from a very good price and always with a very good attitude (Original) Lidia muy atenta, amable, me ha ayudado con todo en mis documentos y aclarado todas mis dudas. Super recomendable aparte de muy buen precio y siempre con muy buena actitud
(Translated by Google) Excellent service and very friendly when answering any questions you have when filing your taxes (Original) Excelente servicio y muy amables al contestar cualquier pregunta que tengas al hacer tus taxes
(Translated by Google) An excellent person, very kind and committed to her work, I highly recommend her number 1 in San Diego ??????The best ?? (Original) Una excelente persona , muy amable y comprometida con su trabajo , la recomiendo much?simo n?mero 1 de San Diego ??????La mejor ??
(Translated by Google) Very professional, excellent service, very friendly, helps you a lot in what you can help, highly recommended ???????? (Original) Muy profesional excelente servicio muy amable te ayuda bastante en lo que puede ayudarte super recomendable ????????
(Translated by Google) I really felt confident and he really helped me a lot, he is a very kind person?? (Original) Realmente me sent? en confianza y realmente me ayud? mucho es una persona muy amable??
(Translated by Google) Excellent service, Lidia is very friendly and efficient. I recommend her 100%. (Original) Excelente servicio, Lidia es muy amable y eficiente. La recomiendo 100%
(Translated by Google) Kindness and 100% trust, thank you for the excellent service (Original) Amabilidad y 100% de confianza , gracias por el excelente servicio
(Translated by Google) Very excellent service thank you Lydia (Original) Muy excelente servicio gracias lidia
(Translated by Google) Highly recommended, professional, good service, fair price (Original) S?per recomendable, profesional buena atenci?n precio justo
(Translated by Google) Excellent service, very professional (Original) Excelente servicio muy profesional
(Translated by Google) Super recommended! An excellent service. (Original) S?per recomendable! Un excelente servicio.
(Translated by Google) Always kind and responsible. (Original) Siempre amable y responsable.
(Translated by Google) Excellent service (Original) Excelente servicio
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.