Bellavista Income Tax Services

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, professionalism, and deep expertise in tax preparation. Many clients praise the owner's honesty, thorough explanations, and personalized attention, often describing her as feeling like family. Long-term customers (5-25+ years) emphasize consistent quality, fast processing, and maximizing returns. Spanish-speaking services are appreciated. The rare negative mentions cite communication issues. Recurring themes include trustworthiness, warmth, and going above-and-beyond for both personal and business taxes.

About This Listing

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.*

Contact Information

Address

1401 N Batavia St #201

Orange, California 92867

Phone

+1 714-790-4069

Visit Website Call Now Get Directions

Customer Reviews

Ydey is the best! she gives you advice and explains the strategies to do your taxes efficiently. I know Ydey for 16 years, she is very honest, hard worker, and reliable. She is someone you can trust! and I highly recommend her.

I?ve been doing my taxes with Ydey for 6 years now. I couldn?t ask for someone better to help me file every tax season.

Did not fix an error after we sent the correct document, we ended up getting a letter from the IRS. Was not there for us when we needed it.

honestly, I don?t know where to start, I have been with Bella Vista taxes for the last 25 years that I have been in business. Not only do I receive, and have always received immaculate service. Mrs. Edey Herrera has become one of my dearest closest friends. If you?re looking for loyalty, honest, and someone that really knows their trade for your taxes among other services, you have to join. business or personal whatever are your other needs. Shes the best!!!! along with her team.

I have been doing my taxes with Ydey for more than 10 years. She is very honest, I love the way she explains everything in detail. She knows all the laws regarding IRS credits to get you a good refund. If haven?t done your taxes she is a good choice to go to, you will be very happy!

I?ve been doing my taxes with Ydey for over 10 years. Everything has always been smooth, she processes super fast I always get my taxes before anyone I know and I never been audited because she explains everything in detail. Also she speaks Spanish which is great my grandma does her taxes with her too and my family members and friends. She became a great friend and always answers quickly! Highly recommend her!!!!

Ydey is the best! She?s so friendly and helpful. She really wants you to understand the process and takes the time to explain everything to you and makes sure you?re taken care of. She makes doing taxes fun. I recommend her to all my friends and family and always am satisfied with her services.

Ydey is an expert at what she does. My family and I have been going with Ydey for many years now, she always has a solution for us and always goes above and beyond for us. Professional and remarkable person to work with. Would recommend to everyone.

I have been doing my taxes for years here and I can say Ydey is the best tax person I have ever met . She definitely makes sure you have all the correct information and breaks it all down to you . She especially is full of such beautiful energy that can make your day . She honestly treats you like family .

Ydey is the best!!! I never write reviews but she helped me through tough situations. My former CPA did not do a good job and did not look out for my interest. After firing my old CPA Ydey and her team came to the rescue and resolved a unique issue no other CPA knows how to fix. Due to her knowledge and skills, I won't be getting in trouble with the IRS. She is the Best!!!!!

Hi there, I highly recommend everyone to come and have their taxes done by Mrs Ydei! She is very professional, she literally helps you get back as much $ as possible in your taxs return. I've been coming to bellavista income tax for more than 5yrs, and she is more than just my tax lady, she is literally part of my family! I will never go anywhere else to do my taxes, she has helped me any company. I honestly trust her so much with my Corporation Mrs Ydei helped me turn my company into a Corporation. I tru

I had a great experience going to Bellavista Income Tax. I arrived at our scheduled time and was received right away. The employees are very professional and welcoming, there character speaks volumes of how much the care for there costumers. They speak to you as a person and not as a source of money. I received my money pretty quickly as well with no issues. Honestly If I could I would give them 6 stars because they really are that great. Recommended to my friends and family!

I?ve been loyal customer for about 4 yrs already , and let me say I am more than satisfied with their amazing service. I absolutely can say that Mrs. Herrera has been more than just helpful , but kind, genuine , trustworthy and best of all she is there for you and You ONLY ! I lOVE COMING BACK EVERy YR.! Highly recommend =}

I have been doing my income taxes at Bellavista for years now and I'm very pleased with their services. They're professional and honest. From the moment you walk in, the owner makes you feel at ease and answers your questions thoroughly. Your first-time experience will want to make you come back. Don't be surprised you'll leave with a smile on your face. Thank you Bellavista!

I have been doing my taxes with Bellavista Income Tax Services for 10+ years now. Always impecable sevice on both my business and personal returns. Mrs. Herrera demonstrates to me every year that she is very professional, knowledewable, and efficent when it comes to submitting my federal and state taxes Always on time and very responsive. 5 stars all the way.

I have to say I was left speechless on how knowledgeable Ydey is and how responsive she is no matter what she always circles back and answers our question. My whole family switched over because she really knows how to structure things for my personal and business Corp. Highly recommend!!

I do my income taxes with Bellavista and I feel very pleased with their services. They are very professional and take their work seriously. I do not plan on going to anyone else to do my taxes, I highly recommend Bellavista Income Tax Services to other people. I'd like to thank Bellavista for doing my taxes.

Ydey My number #1 person I go to I wouldn't change her for anyone else I adore her she explains to u every process she?s good at what she does super kind and loving any question u have at any time she well help u and answer them.

I have known her for at least 10yrs. I just love how she is most helpful and informative on any question I may have. I truly recommend her.

Very knowledgeable in their services they offer. I?ve been a client for over 6 yrs and honestly Ydey the owner is the best at what she does. I will recommend this place to everyone and anyone. My whole family has started going to her as well.

Been coming to ydey for over 5 years, she?s fast and very informative. She answers any questions you have. Very nice woman, makes you feel like your family!

I?ve been doing my business taxes here for years. Ydey always does a great job, and does it with a smile!

They are very knowledgeable in their area of expertise. A very welcoming family owned business. Answers all my questions when I have doubts. My family has been going to them for years and are extremely satisfied with their work.

First time coming to her. I honestly can say that she's a very smart lady. She explains and answers any question that you might have.

Best place to do your taxes! Question always answer! Ydey always take her time to explain whatever you need to know! I definitely recommend it!

Best place to go and file taxes always so polite professional and makes you feel welcomed ydey answers all your questions and you never walk out confused or scammed she files quickly i will keep referring her to friends and family and will always keep going back for the best place ever ?? ?? thank you ydey

Ydey is the best in the business and is very host and will tell you what is the best for you, your business and/or your family! Thank you again for everything!

I had an amazing experience, very helpful and guides us every step of the way. Definitively recommend her!

As always, great customer service! Extremely knowledgeable thank you so much for ALL your help! Client since 2014.

Excellent customer services, and very knowledgeable. I strongly recommend this company!

Ydey is honest and trustworthy and cares about her clients.

The people who work here are very rude. I do not recommend this place

(Translated by Google) Bellavista Icome Tax Services has helped me with my tax filing for more than a decade. Always offering me excellent service. Ydey is very kind and attentive. 100% Recommended. (Original) Bellavista Icome Tax Services me a ayudado con mi declaracion de impuestos por mas de una decada. Siempre ofreciendome un excelente servicio. Ydey es muy amable, y atenta. 100% Recomendada.

(Translated by Google) Bellavista Income Tax Services is a company of professionals who have always helped me with my income tax needs, providing excellent service. (Original) Bellavista Income Tax Services es una compa??a de profesionales que siempre me han ayudado con mis necesidades de income tax excelente servicio.

(Translated by Google) Bellavista, very grateful to this company, I received my tax refund very quickly and the service of their team was very professional and very friendly. (Original) Bellavista, muy agradecida con esta compa??a he recibido mi devoluci?n de taxes muy r?pido y el servicio de su equipo muy profesionales y muy amables.

(Translated by Google) Very kind and professional (Original) Muy amable y profesional

(Translated by Google) Super attentive and friendly and efficient in her work (Original) S?per atenta y amable Y eficiente en su trabajo

(Translated by Google) Apart from excellent service, it is a pleasure to talk with Mrs. Ydey (Original) Aparte de excelente servicio , es un placer la platica con la Sra Ydey

(Translated by Google) Very good service (Original) Muy buen 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.