*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.*
265 E St Suite E
Chula Vista, California 91910
Blanco Tax and Legal is absolutely top-notch! Jesse, Richard, and Johnny are incredibly knowledgeable about both legal and IRS tax law. Their attention to detail is unmatched, and they handle everything with remarkable efficiency. They made the entire process smooth and stress-free, offering expert advice and solutions that saved me time and money. It's truly worth every penny for the peace of mind and results they deliver. Highly recommend ? you won't find a better team!
Excellent services, they assisted me with my annual taxes. They made my life so much easier 100% would recommend
Such a great service, I was pleasantly surprised by easy it was to understand everything Jesse explained regarding my taxes. Thank you for being such a helpful company.
They cancelled my appointment just two hours before it was supposed to happen. They don't honor their commitments or offer alternatives. Wouldn't recommend.
Excellent service, work and dedication, I was very satisfied!!
I have known Jesse for years. He is a high character individual. I have referred a lot of clients to him who have all enjoyed working with Jesse. He also has helped us personally with various tax items and always does a very thorough job.
Jesse Blanco, was recommended to me by my Business Banker. Mr. Blanco is knowledgeable and personable. He is always glad to answer all of my questions. My wife and I will be using his services for many years to come. I highly recommend him!
5 years ago I had a problem with the IRS I owed them a lot of money and I was living in constant fear . Then I met Jessie and his staff. Right off the bat they got me out of all the stress I had. They did everything for me , no hassle at all. Good fees, they accommodated to my schedule for meetings, they were very helpful. I love their new office right in the center of Chula Vista. I would totally recomend you to see them to help you with anything. My husband and I have been doing our tax declaration with t
Excellent service They always pick up the phone and answered all my questions.
One year ago the greatest Tax Lady ?Lucy? pass away unexpectedly and Blanco Tax Law acquired the business. This is the first year I deal with Jesse and his staff and I do not know where to begin expressing my total disappointment in service. Blanco Tax Law has to be the worst profesional service I have ever encountered, they don't return calls, miss multiple deadlines, has no leadership and makes the most outrageous excuses for not meeting their deadlines. Lucy would be so disappointed to have such incompe
Jesse is really knowledgable. His team is very great at what they do.
For the last 3 years, I've been doing my annual taxes with Blanco Tax, and I've always had a fantastic experience. They're super professional and provide excellent service. I definitely recommend them!!
(Translated by Google) I had the opportunity to contact Blanco Tax Law & Accounting to request the translation of a legal document, and my experience was extremely satisfactory. From the first contact, the team was professional, friendly, and highly efficient. The service provided was clear and timely, and I would especially highlight the accuracy of the translation, which met all required legal standards. I also appreciated the respect for the agreed deadlines, which was essential for completing my paperw
(Translated by Google) I truly had a very good experience! They helped me with my taxes quickly and professionally. They were very friendly and even answered some of my other questions. And thank goodness they speak Spanish well. I highly recommend them! (Original) La verdad yo tuve una experiencia muy buena!!. Me ayudaron con mis impuestos de forma r?pida y profesional. El trato es muy amable y resolvieron incluso otras dudas que ten?a. Y gracias a dios hablan bien el espa?ol. Si los recomiendo la verdad
(Translated by Google) I loved the way I received service. They're a very professional team, and they helped me with any questions I had from day one. 100% recommended! (Original) Me encant? el trato que me dieron, son un equipo muy profesional y desde el primer d?a me ayudaron con todas las dudas que ten?a. 100% recomendado!
(Translated by Google) Thank you very much for the advice, it helped me a lot. (Original) Muchas gracias por la asesor?a me ayud? much?simo
(Translated by Google) Very grateful for the professional attention from the Blanco TAX & LAW firm, several years of working with them and excellent quality of service (Original) Muy agradecido por las atenciones profesionales del despacho Blanco TAX & LAW, varios a?os de trabajar con ellos y excelente calidad de su atenci?n
(Translated by Google) excellent attention from the team in white, very efficient!! (Original) excelente atencion por parte del equipo de blanco , muy eficientes !!
(Translated by Google) Responsible and reliable office. Highly recommended for legal and accounting representation; excellent service and attention. (Original) Despacho responsable y confiable. Altamente recomendado para representaci?n legal y contable; excelente servicio y atenci?n.
(Translated by Google) Very friendly staff (Original) Personal muy amable
(Translated by Google) Without a doubt the best! (Original) Sin duda los mejores!
(Translated by Google) Excellent professionals, efficient and effective. (Original) Excelentes profesionales, eficientes y efectivos.
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.