*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.*
4875 Mission Blvd K
Montclair, California 91763
I've been coming here for years and let me tell you, I'm never leaving. They have the best customer service anyone can offer and make sure you get your money's worth. My sister had a change at work and wasn't sure how it would affect her taxes. Mr. Barajas patiently explained the process and made sure she understood everything. The atmosphere itself is great with music playing in the background for those waiting their turn. I highly recommend Barajas Tax & Immigration to everyone.
My experience with Jose was GREAT! Definitely recommend him. He helped me get my permanent residence. He always answered all my questions and concerns since I was very nervous about going to Juarez for my interview. He always gave me the reassurance that everything would go good and always answered all my concerns. He was very helpful with absolutely EVERTHING! I am extremely grateful for finding him and him being part of my journey.
Went for a consultation for immigration services had an appointment at 6 pm. I had signed but after no one came to tell me and my husband that they were so back up and that they couldn't help us. They took someone who appointment at 630 at 6. By the time they were done it was closing time. We just up and left.
Jose has been doing my taxes for 15 years (maybe more). And recently helped me with my citizenship. He's always been super helpful and know what he's taking about. You can tell he keeps up with everything. Thank you Jose!
I recently used Barajas Tax & Immigration for translation and notarization services, and I had a disappointing experience. When I initially inquired about the cost in the morning, I was quoted one price. However, when I returned later to pick up my documents, I was charged a different price. To clarify, I did not require translation services as I brought the translation already completed. My issue is not with the fact that services have a cost?I fully understand that businesses need to charge for their ser
I used Barajas Tax & Immigration in Montclair, CA, and my experience was quite disappointing. I found that my personal income tax was done incorrectly, which caused unnecessary stress and inconvenience. Moreover, I was frustrated by inconsistent pricing practices; I was quoted one price over the phone but charged a different amount in person, seemingly depending on their discretion. This lack of transparency and consistency is concerning and not something I would recommend to others seeking tax services. T
Jose is very helpful when it comes down to doing your taxes or any type of question that you have in regards to immigration and taxes. He has a lot of experience in this field, which is always good. He's also very nice, I recommend him for anyone who's looking for somebody new to do their taxes with or anything with immigration, notary services, etc.
Great service. Jose is really knowledgeable about immigration services. He helped me out obtaining my citizenship, answering all my questions clearly one it a time. I recomend his services to anyone seeking immigration and tax services in the future.
I needed a notarized certified translation of a document. Jose was professional, friendly and fast. Great language knowledge and excellent service! I obviously will recommend this company to everyone who needs this service. Thanks for your business and professional translation!
Very knowledgeable, patient even if you have an accent or broken English, very friendly and respectful. I could give a 10 if possible. Try him, you won't regret it.
Well grounded in his area of specialization. Always ready to help. Looking at Jose , you see a complete gentleman with a humble background. I appreciate your assistance!
Best place to go for all your tax and document needs. Highly professional people and excellent service.
I recommend this place to anyone for any type of service! Barajas is very supportive you guys are in good hands! ????
Great tax prep work, I been going with him for years reliable and knowledgeable.
Awesome service!! ??
WooooW man! Real assistance help!
(Translated by Google) Excellent service and extensive experience that Barajas has, we have been his clients for 14 years. Whenever you need any service, we go to him and obtain a favorable and honest result. I recommend them 100%. (Original) Excelente servicio y una amplia experiencia que tiene Barajas, somos sus clientes desde hace 14 a?os. Siempre que necesites de cualquier servicio acudimos a ?l y obtenemos un resultado favorable y con honestidad. 100% se los recomiendo.
(Translated by Google) Jose, an excellent person and above all, very professional, I recommend him, a very fair person. God bless him for helping people. (Original) Jose una exelente persona y sobre todo muy profesional lo recomiendo una persona muy justa Dios lo bendiga por ayudar a las personas.
(Translated by Google) I do recommend Jose Barajas because he is professional and very kind. (Original) Jose barajas yo si lo Recomiendo por se que es professional y muy amable .
(Translated by Google) The attention is perfect (Original) La atencion es perfecta
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.