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Chavez Income Tax Service

Chavez Income Tax Service

Reviews Summary

Overall, reviews are mostly positive (many 5-star ratings) praising Chavez Tax Service for professionalism, fast service, affordability, and friendly staff, with long-term clients highlighting trust and reliability. Negative reviews (few 1-2 stars) cite poor communication, unresponsiveness, long waits, and unresolved tax issues. Common positives include helpfulness, reasonable prices, and family-run atmosphere, while recurring complaints involve unprofessional front-desk behavior and delayed refunds. Most recommend the service, though a few had significant frustrations.

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

800 Civic Center Dr ste k

Vista, California 92084

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9:30AM-7PM
Tuesday 9:30AM-6:30PM
Wednesday 9:30AM-6:30PM
Thursday 9:30AM-6:30PM
Friday Closed
Saturday Closed

Customer Reviews

I have used Chavez Tax Service for 3 years now. It is a family run business, they are always professional, knowledgeable and honest. I live near many other tax services but will always prefer this company. Highly recommended this company.

I love coming here always great customer service. Highly recommend them for all your tax needs.

Excellent service. Chavez has done my taxes for 10-plus years and never failed to meet my expectations. They always did their best to accommodate my busy schedule. Very professional recommend this place 100%.

Very poor service. Long wait unprofessional. I'm now Finding a place with honesty and integrity people to help me do my taxes. Big male in the front not friendly at all didn't take the time to inform me about waiting time. Waited nearly 1.5 hrs until missing a call. Didn't receive service chose to leave. Manager didn't come out to assist in situation. Company should definitely start making appointments since front person can't handle doing walk ins wouldn't doubt this place getting less business

Chavez income tax service is the best in town. All my questions were answered and I was treated with the upmost respect. Definitely a great company with great customer service and attention to detail. Been going to them for years now. They are definitely trustworthy agents.

great service by the whole staff. I usually do them with the great Santiago but this year I did the with the guy with the beard I believe his name is Chris very attentive explains everything and he is a great person very cute too jijij

Went last year to do my taxes and STILL haven't received my return. Called months ago and was told they filed a paper to send a direct check to my home? nothing. I called several times over the span of 8 months and no answer. Worst experience ever doing my taxes. They got their money.. forget me right? If I could rate half a star I would.

Chavez Tax Service was great! We had a complicated situation this year with our personal taxes and Santiago took care of everything for us! We will definitely be back! Thanks again!

My boyfriend used to do his taxes with turbo tax but I felt like he was never getting back his full amount. I called Chavez and he was patient answering all our questions. He filed for us and it was quick and easy. Will be returning next year ??

If you're looking for an affordable tax service and quality care then this place is it! They genuinely care about their clients and are willing to go above and beyond what is asked. I'm grateful a tax service like this exists in the community.

Always a Great Experience. My entire family has been getting taxes done here since 2010. Thank You for always helping us at an affordable price!

Have Used them for 3+ years, excellent service, I used to travel from Fallbrook CA to get my taxes done, , just moved to vista.

Really great service and fast. Even with this circumstance I can still get my taxes done. Thank you Chavez tax service for being open. ????????

I am trying to talk to them for a month. I went to the office two times and their never there. I have call them and left message and they haven't call me back. I went with them because they got recommended to me by a friend.

I've been coming to this office for about 5+ years always quick and easy they are very kind and helpful with any questions you have definitely reccomend!!

I have been using this tax service for several years. They offer great service and I highly recommend them.

My family and I been doing our tax here with Chavez tax. Great service, and affordable. Totally recommend this tax services to everyone????????

SANTIAGO IS THE BEST. HE HELPED ME WITH MY 1099. THANKS FOR FAST, AFFORDABLE AND EFFICIENT SERVICE!

Nice staff being doing my taxes at chavez for the last 3 years i highly recommend it

Very professional taxes done quickly great price

Great price!! Quick and really great services!

Love the service I go there every year

Been doing my taxes with chavez Tax Service since about 10 years ago.

Bad service they charge for tax service however they never completed it.

Nothing special at all they offer the bare minimum.

Fast and great customer service.

Fast and professional

(Translated by Google) I have been doing my taxes with them for 2 years, I call to make an appointment oh they can help me by phone regarding a problem I have with my refund, they never answered me again ???? bad (Original) Llevo 2 a?os haciendo mis impuestos con ellos, llamo para hacer cita oh que me ayuden por tel?fono referente a un problema que tengo con mi reembolso, nunca m?s me respondieron ???? malos

(Translated by Google) Excellent service. I have been with them for many years and everything is always good (Original) Excelente servicio. Tengo mucho a?os con ellos y siempre todo bien

(Translated by Google) The people there are very friendly, I recommend them. (Original) La gente all? es muy amable los recomiendo

(Translated by Google) Very excellent service (Original) El servicio muy excelente

(Translated by Google) Very good service (Original) Muy bien servicio

(Translated by Google) Excellent work, patience. (Original) Excelente trabajo, paciencia.

(Translated by Google) Very attentive and their prices are reasonable, especially in these times of crisis. If God grants me life for next year, I'll be doing my taxes there. Thank you very much, Ch?vez Family. (Original) Muy atentos y sus precios son razonables, m?s en estos tiempo de crisis, si dios me presta vida para el a?o proximo ahi voy a estar haciendo mis impuestos, muchas gracias Familia Ch?vez

(Translated by Google) Excellent service (Original) Excellente servicio

(Translated by Google) One more year with the best of services, thank you very much and 100% recommended!! They even take the time to help you by phone... (Original) Un a?o m?s con el mejor de los servicios, muchas gracias y 100% recomendable!! hasta por telefono se dan el tiempo de ayudarte...

(Translated by Google) Take care. With great courtesy (Original) Atiende. Con mucha cortes?a

(Translated by Google) Very good service (Original) Muy buena atenci?n

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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