*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.*
16075 Foothill Blvd suite m
Fontana, California 92335
she knows her profession reall well. ive had a few other experiences and nothing amounts to barbeitos. she will look out for you 110%. barbeitos will always be my 1st and only choice. trust me when i say this? you will not regret her service. 11/10
Out of all places I looked, I like this spot. She fixed all my taxes and actually explained what I was doing wrong , I actually know where i messes up and she helped fixed my back taxes . She?s fast and super easy to talk to, i am happy that she explained things so I don?t have to pay for taxes next year and i can get some credit for school. My mom did her taxes for her company and she was really happy too, because they also speak Spanish.
DONT TRUST these people. They stole from my mom and others that they ended up moving locations. 10 years ago they made my mom sign the papers without telling her exactly what she was signing because it was all in English and kept her check twice!!! The mom and son are just stealing from innocent people. Karma.
I had the pleasure of working with Barbeito Services for my tax preparation this year, and I cannot express how satisfied I am with their exceptional service. From start to finish, they demonstrated a high level of professionalism, expertise, and genuine care for their clients. The team at Barbeito Services goes above and beyond to ensure a smooth and stress-free tax filing experience. They are incredibly knowledgeable about the latest tax laws and regulations, and they took the time to explain everything
It was my first time doing taxes and I got recommended to this place, very sweet people, helping us out in the best way possible. Talking about what needs to filed and what?s important and what?s not important. I would come again.
Been doing my taxes with Barbeitos for 12 years. Apparently this year it?s under new ownership. Had the worst tax experience ever. Save your time and file your taxes elsewhere. Lady named Celmira is zero help!
Horrible service they hide their fees. Keep on eye out and check your paperwork!!! Also, the IRS sent me a letter with a form. I called them to ask about it and they said that they couldn?t help me and not to do anything. I?m glad I didn?t listen and turned it in. Thanks to that I got almost 2k back.. PLEASE don?t come here
Very professional and caring is what you need when you do your taxes. Thank you so much Barbeito Ins especially my beautiful Elmara.
Great tax service, super helpful and friendly. Overall great experience. Any questions asked were responded back professionally and understanding.
Very professional Experience, Office staff was very helpful and patient. I'd highly recommend this Office. Great Job .
My second year coming here very good service good price i do recommend to do your taxes here .. thank you Barbeito services..
(Translated by Google) Excellent service. I recommend this place. Very professional and friendly. Thank you for everything. (Original) Excelente servicio. Recomiendo este lugar. Muy profesionales y amables. Gracias por todo.
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.