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Centro Documental: Tax Preparation and Professional Services

Centro Documental: Tax Preparation and Professional Services

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice
In-person Support

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

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Bilingual Services
Years of Practice
In-person Support

Contact Information

Address

1740 S Main St

Santa Ana, California 92707

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 12-5PM
Tuesday 10AM-3PM
Wednesday 12-5PM
Thursday 12-5PM
Friday Closed
Saturday Closed

Customer Reviews

I want to take a moment to share my experience and write a well-deserved review for Centro Documental Tax Preparation and Professional Services. As tax season approached this year, I found myself in a bit of a stressful situation?my longtime tax preparer had recently retired, and I suddenly had no one to turn to. I was overwhelmed and anxious, unsure of where to go or who to trust. In my search for help, I consulted someone else, but unfortunately, that experience only made things worse. The person was not

I have been coming to centro documental for about 10y and I have never been more satisfied with my service. The people are friendly and very knowledgeablle. I have had to move to Utah this year and I don't envy finding a new tax man.

Third year coming here and you are greated warmly by all, very family friendly and they pay close attention to detail and help you get the most of your tax return. I won't switch to anywhere else and I highly recommend them! Sandra is awesome and very personable and great with her clients. You can tell they truly care and I suggest you make the switch over to them.(:

Very attentive always greeted with a smile and by name. Family oriented very personable and highly recommended. Also extremely knowledgeable especially when it comes to questions regarding taxes. Everyone is up to date on any changes regarding taxes as well as other services offered in this office. Highly recommended as I am either at 10 years or more of using their services would not change to any other company for the world. I d like to thank them for all the years of outstanding services. Respectfully

I stressed myself out by waiting until the last minute to do my taxes, but Eddie and the team at Centro Documental took it in stride and helped me out very quickly and effortlessly. I had multiple jobs the past year: part-time, full-time, and freelance, so I was concerned about understanding the different tax laws that affected me. I got all my questions answered and surely a few hundred dollars saved. Since they're a smaller business I felt like it was more personal, like I was a friend of the family. I hi

I've been filing my taxes here for years and I'll never go anywhere else! Hands down the best tax professionals around. Extremely friendly and knowledgeable. They always treat you like family!

Have been coming here for a few years now and by far they are the best in town. I not only do my taxes there but a huge assortment of other legal documentation as well. Aside from the great service and quick response, they treat their customers like family and always pay attention to all the details as well. Very very highly recommend them.

Eduardo has helped my family friend and myself for a few years now and has given us the best services on our tax filings every year. Highly recommend his office

The best of the best! I will never go anywhere else for my taxes. I always get the best and most trusted advice. The staff is friendly and so knowledgeable!

DISHONEST. DO NOT TRUST. Swindled me over just a few dollars~ Luke 16:10 "...if you are dishonest in little things, you won?t be honest with greater responsibilities" Normally, I'd let it go. But, this was done with insult.

Great service , Gerardo is the best

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.