Baywise Tax Preparation And More

Baywise Tax Preparation And More

Reviews Summary

Customers consistently praise Moises for his professionalism, patience, and expertise in tax preparation and business services. Reviews highlight his thorough explanations, attention to detail, and ability to resolve complex tax issues. Many appreciate his bilingual support, digital marketing skills, and personalized guidance, often noting he goes above expectations. Clients frequently mention feeling satisfied, well-informed, and confident in his services, with strong recommendations for both personal and business tax needs. The overall sentiment is overwhelmingly positive, with repeated emphasis on trustworthiness and exceptional customer service.

About This Listing

Bookkeeping
Tax Preparation
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
Bilingual Services
In-person Support

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
Tax Preparation
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
Bilingual Services
In-person Support

Contact Information

Address

3654 A San Pablo Dam Rd

El Sobrante, California 94803

Hours

Sunday Closed
Monday 8:30AM-9:30PM
Tuesday 8:30AM-9:30PM
Wednesday 8:30AM-9:30PM
Thursday 8:30AM-9:30PM
Friday 8:30AM-9:30PM
Saturday 8:30AM-5PM

Customer Reviews

I am thoroughly impressed and incredibly grateful for the work Moises did! I had been looking for a new place to file my taxes because my previous tax preparer in Pinole, CA was always overcrowded and never gave clients the attention they deserved. I found Moises online and gave him a call to schedule an appointment. He was able to see me in a timely manner, and I submitted my documents feeling a bit worried about the outcome?but I was quickly proven wrong. Moises took excellent care of my taxes. Anytime I

We had an excellent experience with Baywise Tax Preparation and Marketing! Moises assisted my husband and me in reviewing our 2023 tax returns, which had been filed incorrectly by another preparer. He was extremely patient and detail-oriented, taking the time to explain what had gone wrong and how to correct it. We truly appreciated his professionalism and expertise. Baywise will certainly be our go-to for all future tax services!

Moises is a very kind, professional and helpful. He went above and beyond just to help me file my taxes and was attentive all the way through. I highly recommend him.

I was searching for a place to handle my tax amendment, and Moises offered his assistance. He is incredibly patient and professional. I highly recommend him to anyone in need of tax services.

Mois?s is a very kind person, providing excellent customer service. I recommend him if you're looking for someone to do your taxes. He's the right person to help you. You won't regret having him. I highly recommend him.

Moises from baywise tax was very professional helping us setup our LLC, he explained every step of it and answer all the questions we had, we recommend him a lot.

I am very happy with Baywise Latino Tax Service! I had the privilege to be helped by Moises and he is a very knowledgeable young man. He was very patient, and willing to answer my questions. I highly recommended this business as they are truly professionals!

Awesome tax services. Moises is really helpful, knowledgeable and trustworthy and gives great detailed attention and continual support to each client. I'm so happy I've found Baywise and I will keep working with them for tax, bookkeeping and payroll.

Moises went above and beyond to help me file my business tax. He was also very informative and available at any time for questions. He provides many services for your business, I look forward to working with him soon.

I highly recommend Moises for tax preparation services. He provided excellent assistance and expertise in handling my tax matters. I am grateful for his professionalism and thoroughness. Thank you, Moises, for your outstanding support.

Moises is awesome. He not only helped me with taxes but also knows al to about digital marketing. Thanks to him, my business is growing. Highly recommended!

If you are looking for a tax preparer that is knowledgeable, professional and friendly, Moises is your guy. I have used Baywise for help with my business and personal taxes and he is as good as it gets. I appreciate there hard work!

Moises really goes into detail what he's doing and how's he doing it. Had a great experience.

Moises not only assisted me in resolving multiple conflicts with the IRS but also provided excellent results in digital marketing for my business. His expertise and effectiveness in both area make him highly recommended.

I would like to thank Mois?s for his exceptional assistance in clearing up my doubts and helping me with declaring cryptocurrency gains. His expertise in tax preparation has been invaluable, and I appreciate his guidance throughout the process. Mois?s not only provided accurate information but also ensured that I understood the complexities of reporting cryptocurrency earnings. I highly recommend his services to anyone in need of tax preparation assistance, especially when dealing with digital assets. Thank

5 Stars ?? ??? only due to 10 is not an option...If every company in the world was ran like Moises runs this one it would be a place we would all love more.God bless this man!!

Top shelf experience after being almost financially ruined by a big corporation doing my taxes. I am never going anywhere else but to my man Moises he walked me through everything let me ask tons of questions and even told me of a buncha ways I could be doing things to save. Save yourself the headache go to this man today

Very good company, it was a breeze working with them for my taxes. Highly recommend!

Perfect place to go to get your taxes done. Very professional and quick service.

(Translated by Google) He helped me with my taxes, excellent service, I will never go to a different one again, Moises helps you understand everything in a simple way, 100% recommended (Original) Me ayud? con mis taxes, un excelente servicio ya no volver? a ir a otro la diferente, Moises te ayuda a entender de manera sencilla todo, 100% recomendable

(Translated by Google) I was with my previous tax preparer for a long time, but there were some mistakes in the last few years, so I decided to change preparers. Mois?s Pacheco was highly recommended to me since last year. I think it was an excellent decision. I've been happy with his reliable service. He fixed the errors I had, and thanks to him, everything's been going well. He's worth recommending. (Original) Dure mucho tiempo con mi anterior preparador de taxes pero los ?ltimos a?os hubieron algunos er

(Translated by Google) I am very satisfied with your service, it was my first time doing my taxes with you, everything went very well. Thanks Moses (Original) Estoy muy satisfecho por tu servicio, fue mi primera vez hacer mis taxes contigo, todo fue muy bien. Gracias Moises

(Translated by Google) Mois?s, I highly recommend your work, you take your time to give a very detailed explanation and you don't leave any doubt. The truth is, I feel like a satisfied customer, thank you and blessings. (Original) Mois?s muy recomendable tu trabajo tomas tu tiempo para dar una explicaci?n bien detallada y no dejas ninguna duda la verdad me siento un cliente satisfecho gracias y bendiciones.

(Translated by Google) I want to share my gratitude to Mois?s for his incredible help with my taxes. He took care of all the details and made sure I got all the deductions possible and filed my taxes correctly. His professionalism and knowledge are remarkable. I sincerely recommend Mois?s to anyone who needs to do their taxes. Thank you very much for your excellent work! (Original) Quiero compartir mi gratitud hacia Mois?s por su incre?ble ayuda con mis impuestos. ?l se encarg? de todos los detalles y se a

(Translated by Google) He is very friendly and always answers any questions you may have during the process with a good attitude. (Original) Es muy amable y atiende a las dudas que se tiene en el proceso siempre con buena actitud

(Translated by Google) The service is excellent, Mois?s is very kind and has a lot of patience with you and helps you a lot to reduce the taxes you have to pay even if the person is single, he helps you so you don't pay so much!! 100% recommended!! (Original) El servicio es excelente, Mois?s es muy amable y te tiene mucha paciencia y te ayuda much?simo para reducir los taxes que tienes que pagar aunque la persona sea soltera el te ayuda a que no pagues tanto !! 100% recomendado!!

(Translated by Google) Excellent service, Moises advised me and clarified all my doubts in great detail, his way of working is effective and efficient, I recommend him and I will undoubtedly continue to go to him. (Original) Un excelente servicio, Moises me asesoro y me aclaro con gran detalle todas mis dudas, su forma de trabajar es eficaz y eficiente lo recomiendo y sin duda seguir? acudiendo a el.

(Translated by Google) 100% recommended Mois?s if he knows what he is doing and explains everything well 100% (Original) Recomendable al 100% Mois?s si sabe lo que hace y explica bien todo 100%

(Translated by Google) Thank you Baywise Taxis, very friendly, very explainable, I liked the attention. (Original) Gracias Baywise Taxis, muy amable, muy bien explicable me gusto la atenci?n.

(Translated by Google) Excellent service (Original) Excelente servicio

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.

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