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Banks Accountancy

Banks Accountancy

Reviews Summary

The majority of reviews praise the exceptional service, expertise, and responsiveness of the tax professional, highlighting significant savings, clear communication, and trustworthiness. Many appreciate the proactive approach, organization, and ability to simplify complex tax matters. A small minority express dissatisfaction, citing major errors and poor interpersonal skills, but these are outweighed by overwhelmingly positive feedback. The consensus is highly favorable, with strong recommendations for both personal and business tax needs.

About This Listing

Bookkeeping
Accounting
Audit
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
Years of Practice
CPA License

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
Audit
Business Consulting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
QuickBooks
Years of Practice
CPA License

Contact Information

Address

13821 Newport Ave # 170

Tustin, California 92780

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I would give this organization 0 stars because 1 is too many. I had been a client of the former owner and gave E. Banks a chance after the purchase. I stuck it out with her for a several years despite being very unhappy with the quality of her work and her unbelievably bad interpersonal skills. I determined last year would be the last I used her services. This year, with more competent assistance, I have been made aware of a MAJOR ERROR SHE MADE THAT SET ME UP FOR INACCURATE RETURNS FOR YEARS. Because of th

I have done business with this Mr. Nam Nguyen and have used them for countless business ventures and they have always provided a good service by saving me surprising amounts every time! Maybe I am bad with finance. Who knows. But the person I'm reviewing isn't! I fully recommend this tax professional. Thank you, Mr. Nguyen!

Emily is so amazingly impressive and helpful. She is kind, thorough, and most importantly trustworthy! She is amazing at her job, and I am extremely grateful to have been recommended to her. I started a small business over a year ago, and the time finally came around to managing the accounting and taxes needed. Emily was thoughtful in her assistance with things i knew little of, quick to respond to emails and easy to make an appointment with. Her professionalism and the overall beauty of what she delivers i

We were referred to Banks Accountancy by our neighbor in Three Arch Bay. He said "Emily is efficient and proficient." Our expectations were exceeded! Emily saved us money on our taxes and most importantly she is helping us strategize our personal and business taxes for this next year. Emily's communication is what I call "radically responsive." She responds quickly and concisely. I've yet to meet a CPA with such skills.

Emily Banks and her team are great! Highly recommended. Emily has delivered exceptional customer service year round. She is promptly accessible via email and phone. She makes filing taxes easy and I trust her work to be accurate.

Emily came highly recommended and did not disappoint! This was the first year we didn't do our taxes ourselves using online software. Emily saved us a significant amount of money on our taxes, was super responsive, and communicated clearly. I feel a bit sheepish that we waited so long to get professional tax help now that I know how easy the process could have been, and I'm so glad we found Emily!

Banks Accountancy is a lifesaver. Emily and her staff are so incredibly nice and helpful. I recently opened and LLC and taxes became a lot more complicated for me. But everything was taken care of quickly and efficiently. They are all so professional and organized and it really makes tax season so much more bearable. Thank you!

Emily has helped me with my personal and business taxes. She is always on top of what needs to be done, which makes it easy to trust her. She has gone above and beyond in helping/explaining things that myself and my business partners don't completely understand. Her response rate is very quick which makes communication easy. Well worth it!

There are truly not enough good things we can say about Banks Accountancy!!!! Prior to switching over to Emily Banks, we were with a very disorganized CPA. This for sure caused us a lot of grief. Emily took charge of our accounting and book keeping and literally saved us. She is VERY educated about taxes (both corporate and personal), organized, responsive, professional, and not to mention sweet. We have referred several clients, friends, colleagues, and even family members to Banks Accountancy, and have go

Banks accountancy has met and exceeded my expectations! Emily is a shining star in her profession. Her experience, knowledge and intelligence far exceeds the CPA'S I had used previously. She's also friendly and accessible, which are very important factors for any industry. So glad I found Banks Accountancy!

My wife and I were very happy with Emily's service. She is knowledgeable, fast, accurate and a great communicator. She did our taxes (that involve a small business, rental property and a 2nd home) and helped us do some planning for future years. I recommend her highly.

Another great, easy, and stress free tax season thanks to Emily Banks! I use Banks Accountancy for my business & personal taxes. This firm is fantastic & proactive about keeping things in order & getting things done right. Such a great contrast to some places I've used in the past! I highly recommend you use this firm! Thank you Banks Accountancy!

I have used Emily as my CPA for the last 5 years and every year I?m more impressed with her. I can?t speak highly enough about the quality of her work and the speed at which she gets it done. Do yourself a favor and talk to her next time you need a CPA?s services!

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.