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CALITAXES

CALITAXES

Reviews Summary

Customers consistently praise the tax and financial services for their professionalism, efficiency, and clarity. The team is described as trustworthy, attentive, and highly communicative, often going above expectations to explain processes and answer questions. Many highlight personalized service, with support extending beyond taxes to immigration and financial advice. Repeat clients emphasize long-term satisfaction, recommending the services for their reliability, transparency, and ability to deliver excellent results. Bilingual support is also noted as a strength.

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

519 E San Ysidro Blvd

San Diego, California 92173

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9:30AM-5:30PM
Tuesday 9:30AM-5:30PM
Wednesday 9:30AM-5:30PM
Thursday 9:30AM-5:30PM
Friday Closed
Saturday 10AM-3PM

Customer Reviews

Cesar is an incredible tax person. He made the process very easy and simple to understand. He had great communication skills. I highly recommend him to do your taxes.

Cesar hustles hard the right way and knows his limits. Great communication skills. Reached out to Cesar for small business formation and he pointed me in a positive direction.

Cesar is amazing and has been assisting my family with our taxes for the past couple of years. I always appreciate him taking the time to go over our situation to customize our needs. He always communicates timely and provides updates along the way. I trust him, year after year with our taxes!

Cesar is great! He answers all of my tax AND financial questions. Whether it be my W2s, tax returns, anything financial he is there to help. Recently, I was trading in my lease vehicle. He kept in touch with me all throughout the process. He reassured me and took a look at the deal. He gave me tips, advice, and questions to ask the dealership. End of the day, I got the car I wanted and the best deal. Even the finance guy looked shocked and said I got a better deal than he did when he bought the same car 3 m

Cesar and his team at CaliTaxes have been helping me for years! They are personable, professional and honest. I have referred many friends and family members to them throughout the years and all of them have been extremely satisfied! Keep it up Cesar! You guys are great!

I've been going to Caesar for the past 3 years now and he helped me with every single question I had with taxes. He is a trustworthy person and very professional when it comes to taxes. He shows me what he's inputting into the system and shows it to me so I can see everything. Caesar is a great person to come to for taxes and I highly recommend Calitaxes.

I've been coming to Calitaxes the last couple of years and I've had nothing but a positive experience. The staff here provides excellent customer service as well as the gentleman who does our taxes, Cesar. He is very efficient, trustworthy and is always available to answer any questions or concerns I have regarding my taxes. I will continue to come here annually to have my taxes done. Highly recommend!

Cesar and his team are great!! Extremely professional and reasonably priced. Didn't rush our appointment, made sure to break down everything for me. I refer everyone to Cali Taxes.

Excellent is all we can say! Cesar and his team worked through every detail with professionalism, patience and produced a much better outcome than we ever imagined.

This is my second year coming to Cali Taxes, and it is always a great and easy experience. When ever im not sure about any of the numbers or totals, the staff is always courteous and takes the time to explain and help me understand what is taking place. Tax time is always a pain, but Cali Taxes makes it that much easier thanks to Cesar and his colleagues

Cesar is very communicative & answers everything up front, no questions asked. Extremely professional. This is my 2nd year coming and I will continue to do so. Totally recommend.

No regret coming here to complete my taxes! Staff very respectfull when I had my 21+ questions, the process very well explained.

(Translated by Google) Very good service, they follow up on your process and help you with the process... they helped me with my citizenship and in less than a year I'm already days away from going to my naturalization ceremony... highly recommended... greetings (Original) Muy buena atencion , dan seguimiento a tu proceso y te van ayudando con el proceso ..ami me ayudsron con mi ciudadania y en menos de un a?o ya estoy en dias de.ir a mi ceremonia de naturalizacion...muy recomendable ... saludos

(Translated by Google) Excellent service. Honestly, the best, always attentive to all information, timing, processes, and cases. I'm very grateful to have trusted Calitaxes. And may God continue to bless your entire team. (Original) Exelente servicio. De lo mejor sinceramente todo el tiempo al pendiente de toda informaci?n, tiempo, procesos, casos. Muy agradecido de confiar en Calitaxes. Y que Dios los siga bendiciendo a todo su equipo.

(Translated by Google) Great service. Cesar and his team provided support, helped, and answered all our questions. They are very attentive and were able to see me even when I had no appointment scheduled. Great service. Cesar and his team provided support, helped, and answered all our questions. They are very attentive and were able to see me even when I didn't have an appointment scheduled. (Original) Great service. Cesar and his team provided support, helped and answered all our questions. They are very

(Translated by Google) Excellent customer service! Cesar and his team are very honest. I've been here since they opened, and I wouldn't change who I used to do my taxes. They also help with immigration matters, so they're super efficient! (Original) Muy buen serv?cio al cliente! Cesar y su equipo soy muy honestos. Llevo aqu? desde cuando abrieron las puertas y no cambiaria con quien hacer mis taxes. Adem?s ayudan con asuntos de inmigraci?n el lo que son s?per eficientes!!

(Translated by Google) Excellent Service, my husband does his paperwork there and the truth is, they are the best, Thank you Cesar Michele. (Original) Excelente Servicio, mi esposo hace sus tr?mites ah? y la verdad , son los mejores, Gracias Cesar Michele.

(Translated by Google) Super recommended, excellent work and super good service ??? With C?sar they will not regret (Original) S?per recomendado, excelente trabajo y s?per buena atenci?n ??? Con C?sar no se van arrepentir

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

(Translated by Google) C?sar and his team are very qualified, I recommend them! (Original) C?sar y su equipo muy capacitados, los recomiendo!

(Translated by Google) Excellent service, fast and efficient (Original) Excelente trato, r?pido y eficiente

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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