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Caliente Tax

Caliente Tax

Reviews Summary

The consensus from reviews highlights exceptional service with consistent praise for professionalism, knowledge, and efficiency. Customers appreciate the clear explanations, patience, and friendly demeanor, often noting stress-free experiences and maximum refunds. Many return annually, citing trustworthiness, reasonable fees, and thorough assistance with tax-related questions. Bilingual service is also valued. Overall, the service is highly recommended for its reliability, expertise, and customer-focused approach.

About This Listing

Bookkeeping
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services

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
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services

Contact Information

Address

11088 Trask Ave Ste 200-L

Garden Grove, California 92843

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I can't recommend Jose enough for tax preparation! He is incredibly knowledgeable, detail-oriented, and made the entire process stress-free. He took the time to explain everything clearly and ensured I got the maximum refund possible. Plus, his friendly demeanor made our meetings enjoyable. If you need someone trustworthy and efficient, Jose is your guy!

From start to finish, the team was professional, knowledgeable, and incredibly efficient. They took the time to explain every step of the process, answered all my questions, and ensured I understood my tax situation thoroughly. Highly recommended! I?ll definitely be returning next year!!

Very friendly, professional and efficient. Have been using his services for a few years now, and never disappoints. His fees are also reasonable. Very satisfied overall

Been coming to Caliente Tax for 3 year now, have always had a great smooth experience. They?ve always been super helpful in making filling my taxes a quick and easy experience.

Jose really helped me out with the tax return and assured me that everything is accurate. Also, he gave me some advices about my workplace 401k plangent and life insurance that I may or may not want to get it

Smooth, efficient and responsive. I highly recommend Jose and his team for all your tax related topics.

Always a great service with Jose ! Been coming with him for a few years now ! ??

Very Sweet very professional! Totally recommend coming here to do your taxes with Jose Rodriguez.

Best at his craft. Very informative. He can show you every step with his bored. And articulate it so well that you understand. He is the best at what he does.

Jose was very informative, fast and friendly will definitely recommend Caliente Tax to others.

Jose is a friendly and trustworthy person! He took his time to thoroughly explain the process, any concerns and there was no rush compared to other places. 100% recommend to go to him!!

Jose is AMAZING! My family and I cannot recommend him enough. He is always available to answer questions and is flexible with his appointments!

This guy Alfredo knows what he is doing. Very knowledgeable ! Patient & understanding!

Overall, it?s been a great experience getting my taxes done with this service. Jose A, Was able to answer all my questions and concerns. I would definitely go back for service and recommend him.

Best agent, gets the job done and help you with all your needs. Also very knowledgeable and friendly

Jose was very helpful and informative! He took the time to answer my questions and was very polite and professional! Will come back to have my taxes prepared next year.

Great experience here! Very nice and patient. Super friendly and professional!

The most professional tax service in O. C.! Highly recommend it! Jose will answer any questions you may have. I keep coming back every year.

I met The Accountant Tax Jose Rodriguez a very nice guy to talk to I appreciate he helped me and it was my first time dealing with Tax Thank you Jose Rodriguez if your reading this I appreciate so much the help you been giving for me

i come here every year, the best tax man i know! you?re always in good hands with him ?? i always recommended my friends to him and to anyone who needs their taxes done! thank you jose!!

I used to do my taxes some where else and I would always get letters in mail.And when i switch with Caliente Tax never had that issue. He even help me fixed my previous taxes issues to. !!!

Been coming here for a couple years now Jose is very helpful and knowledgeable.Will definitely be returning!

Jose is very patience towards non computer savvy people like myself. Fast and professional as well

Best in the business and so friendly !!!!!

(Translated by Google) Jose Rodriguez, helped me with 4 taxes, 3 afternoons and the other still from 2024. I was impressed by the speed and explanation of each of these. I recommend Jose, because he has the experience and his price was very competitive. Highly recommended. (Original) Jose Rodriguez, me ayudo con 4 impuestos, 3 tardes y el otro todavia de este 2024. Quede impresionada por la rapides, y explicacion de cada unos de estos. Recominedo a Jose, pues el tiene la experiencia y su precio fue muy com

(Translated by Google) Specialized and professional service ?? super recommended, visit it, friendly and fast attention, thank you CALIENTETAX (Original) Servicio especializado y profesional ?? s?per recomendado vis?tenlo atenci?n amable y r?pida gracias CALIENTETAX

(Translated by Google) We have been with Calientetax for years, very attentive and above all professional, we highly recommend it (Original) llevamos a?os con calientetax muy atento y sobre todo profecional lo recomendamos mucho

(Translated by Google) Very good recommended service, hot tax. (Original) Muy buen servicio recomendado, caliente tax.

(Translated by Google) Excellent attention, attitude and 100% help (Original) Atenci?n excelente, actitud y ayuda al 100%

(Translated by Google) Calienta tax is the best place to do taxes (Original) Calienta tax es el mejor lugar para hacer impuestos

(Translated by Google) This person informs very well. Answer all the questions. It helped me a lot. I recommend it a million percent. Thank you very much for all your information and help hottax (Original) Est? persona informa muy bien. Responde todas las preguntas. M ayudo much?simo. Lo recomiendo un mill?n por ciento. Muchas gracias por toda su informaci?n y su ayuda calientetax

(Translated by Google) Good services (Original) Buen servicios

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.