*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.*
1550 Broadway suite L
Chula Vista, California 91911
Mr. Alvaro is amazing. Fast, efficient, professional and knowledgeable. Great guy, glad I found him, will be doing my taxes from now on.
I highly recommend Chula Vista CPA Tax Services. Alvaro, Eliacim and their team are extremely knowledgeable about business taxes and made the entire process smooth and stress-free. Their expertise, attention to detail, and professionalism gave me complete confidence in their work. I?m very grateful for their support and look forward to continuing to work with them.
Glad to have found Alvaro, he helped my husband and I with our taxes and business questions. He was detailed and took the time to help us in a friendly and professional manner. He will be our go to CPA from now on.
Great service, glad we found him!
Great service, you're in great hands here! Came in stressed out after a first year in business for myself and left with a game-plan that made sense ??
My first experience filing taxes with CHULA VISTA CPA, I was truly impressed. Alvaro's tax review was exceptional, standing out as one of the most remarkable experiences I've had. Not only did he provide comprehensive explanations for every aspect of my return, but he also took the time to patiently address my inquiries regarding the range of services he offers to his clientele. Alvaro's dedication to ensuring I understood every detail was evident, and his willingness to provide valuable advice further show
I have to say I am super impressed with Rodolfo Ibarra., his customer service was phenomenal. He had such patience explaining everything in detail both prior to filling my docs and afterwards as well. I will definitely be coming back to him for all of my accounting needs and highly recommend him and his team. Great customers service and honesty are hard to come by now a day?s.
As my first year filing taxes for my business, I needed a lot of extra guidance and patience. Alvaro was detailed, organized and was able to guide me and help me also prepared for my next year. Going over the standard is a quality that I admire, specially from someone who?s very busy. Priscilla was also very helpful and personable, overall a great team to work with. Thank you guys
We, my wife and I, were lucky to be able to come in on a cancellation. Alvaro is great to work with and very informative. He also helped us understand the the whole process when filing our taxes and was ver patient. His assistant at the front desk, Priscilla, has awesome customer service skills. She made us feel like we were just hanging out. Thank you Alvaro Montano and your office for all your help!
Exceptional service! As someone who dreads tax season, I couldn?t be more grateful for the expertise and professionalism provided by Alvaro Montano, CPA and his team. From start to finish, they made the process seamless offering valuable insights and ensuring every deduction was maximized. They helped me with my personal and business taxes and their attention to detail and personalized approach truly sets them apart. I highly recommend ?lvaro Montano, CPA and his team to anyone seeking reliable and knowledg
Amazing job. The staff is very knowledgeable of their work. Staff is friendly and very organized. I been using their service for a couple of years now. They even help you out before and after if you have any questions
Hands down the best experience I?ve had when reviewing my taxes. Alvaro was able to fully explain all areas of my return. It was great picking his brain on the services he offers his clients, would highly recommend Alvaro for personal and business tax. I also want to show appreciation with the organization of the office. I did not do the best job with turning in all documents needed at once, but he and his amazing staff were able to keep all my docs in order.
My husband and I were looking for a new CPA to do our taxes this year since our previous CPA was retiring and stumbled across Chula Vista CPA on google and decided to give them a try since they had amazing reviews. When making an appointment with them on the phone the lady we talked to (Priscilla) was extremely polite and very detailed on what was needed. We were even looking to do our taxes very soon instead of later due to our busy schedule and they were able to accommodate us which was a plus! On the day
It was my first time doing my Taxes with Montano and I?m Definitely coming back! Outstanding service, as soon as I walked in I was greeted and felt welcomed. Alvaro was super professional, genuine and quick! Any questions or concerns I had, I asked him he knew the answers to everything!
Great service. Mr Montano helped us convert our sole proprietorship business into a corporation. He is very knowledgeable and his team assisted us to file our personal tax returns as well. Overall it was a great experience. Looking forward to working with his team for the upcoming years
Alvaro has been preparing my taxes for several years now. Great customer service and is always responsive when I have questions. I have been sending all of my family members to him and they are very happy with his services as well. I would not go to anyone else.
Alvaro is AMAZING!! We had a very bad experience with our previous accountant that left us in a stressful situation. A friend of ours recommended Alvaro. We feel very blessed to have met him. He is knowledgeable and professional. He definitely knows what he's doing. We now have peace of mind knowing he's taking care of all our needs. We HIGHLY recommend him! Thank you for all you do!
?We have been working with Alvaro for a couple of years now, he is an excellent CPA. He is Professional, knowledgeable, helpful and customer-service focused. Alvaro truly cares about his clients. His thoroughness and attention to detail are immediately noticed. He is always there to answer our questions. He always go above and beyond to help his Clients. He moved fast and called me about applying for the SBA Loan for Small Business without me even asking????? Alvaro made the entire process of applying and
Eliacim Guerrero is highly professional and knowledgeable. I have done my taxes for years in a different place, but for my current tax return I decided to try Chula Vista CPA. I am confident to say that this is the first time I understand how taxes and returns work. Mr. Guerrero explains section by section. Highly recommended.
Excellent service. Alvaro is very professional and knowledgeable. He really takes the time to explain everything carefully. I would definitely recommend him. Thank you Alvaro for always being available to answer my questions not only during tax season but throughout the year.
Alvaro is very knowledgeable, friendly and very professional. I love his work ethic and how he helps me every year with my business and personal taxes. I recommend him 100% he always has a fast respond when I email him, call him or txt him. I will be using his services for future business needs totally recommend him!
I?v been working with Alvaro since I started my business on 2015 he?s very professional. He always helps us with permits and all paperwork I need. Very organize he has everything on file when I need information about my taxes or anything regarding paperwork I just call him and he send me immediately an email with what I need. 100% recommended Thank you Alvaro, looking forward to continue working with you. Liliana Juarez
Alvaro Montano has excellent services. He was very professional , patient and helpful with answering all of our questions. He made us feel welcomed and definitely recommend him 100%.
Alvaro is very professional, patient and detailed. He offers convenient processes such as docusign where you are not forced to sit through the entire process. He has been our family tax preparer for a couple of years and will continue to be. He is also great about answering tax questions all year long!
Excellent service , Alvaro was really helpful explaining everything thoroughly to me, as my first time filing taxes I really appreciate him letting me know every single thing I needed to know about my tax return. Highly recommend! Very professional
Been working with Montano tax & cpa for a few years now. His business has grown and has an amazing staff. I have had nothing but great service with this company. Answers all questions. Explains everything in detail and always works with my busy schedule. His fee is worth the service you receive. We have referred many to this company and have a lot of great feedback from all. You would not be disappointed with choosing this company for your needs.
I am thankful to my friend Liliana who recommended me to Montano Tax & CPA services. I've been doing my taxes with him every year since 2016, then my business taxes in 2017 until now. I feel very confident in doing my work with him and using his CPA services. I recommend Montano Services & CPA to everyone, Alvaro is very professional and polite.
Best service! Been running my business for couple years and has a different CPA every year in business. this time around I felt more at peace with Alvaro then any other CPA in the past! Prices are very reasonable!
Second year coming to do my taxes with Alvaro , and he?s probably the best out there . Explained everything thoroughly when needed , and with great attitude . If anyone is looking for a good tax place , I definitely recommend coming with him.
Found Alvaro through google he had great reviews. I definitely recommend going to him if you are looking for someone professional, punctual and great attitude. Will be coming back and referring my friends and family. Thank you Alvaro
Excellent service! I've been working with Alvaro for few years now and never had any problems with my accounting. He is very professional and knowledgeable, I highly recommend his services.
Alvaro is very professional . I always walk out his office satisfied with his service and attention to his clients . I highly recommend him . This is my fourth year working with him .
Montano Tax CPA is by far the best company we have ever used to do our business and personal taxes. They take the time to go over all the details when preparing your taxes. Customer service is great, their prices for services are very reasonable, the turn around time for filing your taxes is fast. We highly recommend them for anyone looking for a new tax/CPA company. This is a company who?s services you want to keep and continue to use long term.
Alvaro is by far one of the best accountants I have had the pleasure of working with. He is attentive, knowledgeable and very professional. Alvaro is very accesible. I highly recommend him for accounting and tax services. Great CPA! Great person! Y habla espa?ol tambi?n.
I'm a software engineer, but I'm starting my business on the side. This is the first time I have started something on my own, and as such, I don't have much experience with government paperwork, or filing. Alvaro did not make me feel, like I didn't know anything, even though I'm learning everything right now. The way he asked questions was in a very professional manner, and those questions were genuinely done to get my business in the right track. I had contracted a lawyer to create an LLC for me, and
100% recommend, excellent service and friendly staff. Thank you for making my business taxes and accounting less stressful for me, for explaining and answering all my questions. For your knowledge and trust ,very satisfied with your services. This is the best place for tax preparation.
BEST PLACE EVER!! Second time and the missing ones, doing my taxes here and it has never failed me. Honest, Friendly, Great Attitude, all that you need to get done your taxes! ?? I recommend him?...... UNDOUBTEDLY !!!! ????
Wanted to thank Alvaro for the time, information and help. Super fast easy and straight to business. Very professional great customer service so great im sending a few referrals. thanks again Montano | Tax& CPA .
My experience as the owner of a small business was great. He is smart & knowledgeable exactly what you need to pepare business taxes. He was able to answer my questions and give advice. I would highly recommend Montano for a small business or personal tax preparation.
Alvaro Montano does a Great job! He is helpful and very detailed. He explained all information and answered all questions. I recommend him.
With out a doubt in my mind Montano is the best place to do your taxes I just can?t stress that enough I?ve been with him for 3 years. Therefore I highly recommend him to anyone.
He was really helpful always answering my questions with patience also really great prices for tax preparation thank you so much Mr. Alvaro i will keep your services forever and will share with my family and friends my great experience with your staff thank you!
Very good service, professional, friendly, he spend enough time with customers and answer all questions. I'm really recommend Montano Tax. Thank you Alvaro
Alvaro makes tax season stress free and this is the 2nd year I chose Montano Tax & CPA to handle my taxes. I would recommend Alvaro for all of your tax services for a effortless and quality service. Thank you again Alvaro????
He is been our public account for 4 years. I fully recommend him, he was always helpful and answer all our doubts. He help me with a refund from IRS, he opened a case to review my taxes information to the IRS and finally I had my money back.
Great place! Fist time going here , after i found it online my husband was a bit skeptical at first since it wasn't recommended personally , he use to go to a place in LA for year's but wanted someone closer since we moved out here , im glad i found this place ! He is very professional and understanding, answered all our questions , we would definitely be going back . Thank you !
Alvero was amazing and patient. Was quick and even made a change I needed last minute. Will be a loyal client for next year.
I have been filing my taxes with Alvaro since 2011 and he never fails to help do my taxes I truly recommend him 100%.!
Third year doing my taxes with Alvaro and I really like the very friendly service, it explains everything in detail I really recommend him!!
Had a good experience while doing my taxes with Montano they delivered in all the aspects of their business... responded to my questions very quickly in whatsapp thx and see you next year....
Mr Alvaro was extraordinary with the making of my taxes, he took the time to explain and answer all my questions, I never feel on a rush and everything was clear to me, hi?s a professional...
This place is Awesome! They attend you fast and with Great care. Answering all questions you may have. Really enjoyed their Great Service! ????????
Thank you, Alvaro and your team (Priscilla, Galilea) for your accounting service. Very professional and efficient !
Soooooo happy with Montano Tax. Got my refund so fast and he fixed my taxes that were messed up from my old tax person. Thank u so much!!!!!
Mr Alfredo Barajas has been my accountant for 15 years and I am very pleased with all the work He's done for me. Thank you Alfredo , Cecilia and Carlos
He services the american rental agency for our hotel property located in baja. Takes care of my accounting, tax, payroll, and licensing-registration needs Reasonable Fee
A DEFINATE "5 STARS" IN ALL ASPECTS FOR MONTANO TAX. MR ALVARO WAS VERY PROFESSIONAL AND HELPFUL. HE TOOK THE TIME TO ANSWER ALL QUESTIONS AND EXPLAIN ALL DETAILS OF MY TAX FORMS WITH ME. BUSINESS HERE IS HAS BEEN GREAT. MUCHAS GRACIAS
I highly recommend Alvaro montano for professional tax and accounting services. 100% true, honest and respectful.
Excellent service, quick and professional. I got the highest tax amount I could get, would definitely recommend. Thank you!
Super professional and they really explain everything ! Montano and his team are always ready to answer any questions
Very professional and efficient, great people and very hard working I definitely recommend for any future work.
Excellent service as always . From taking your info to clearing your doubts. There're always in contact to make sure everything goes Perfect.
Excellent service provided by reliable and professional staff. It was an extraordinary experience. I highly recommend CHULA VISTA CPA.
Great Customer service and Very Professional. All my questions and concerns were met in a timely manner.
Very impressed in how professional and helpful he was with doing our taxes, 100% recommend
Excellent service and friendly staff, Mr Montano is very professional he knows what he?s doing n easy to understand!!!!
Very professional and explained everything about our corporate and personal taxes, highly recommend for all your Taxes needs
Great and fast service. Thanks Alvaro for keeping always update and my accounting. David
Great service, he goes over all details with you. Highly recommended
Thanks to my neighbor for recommending me to this CPA company. Great service and friendly staff
Great service helped me get my taxes done fast thank you Montano ????
The team there made sure my questions were answered and explained to me the process..I appreciated the phone calls as the process was completed. Thanks again
Great service and results . Definitely worth the time and money. Would highly recommend!
I like the very friendly service, it explains everything in detail I recommend them, also the place is very comfortable
Very good service :) Patient, fast, convenient etc..love that docusign. Truly recommend it:)
Great service!! 100% satisfied customer!! I will definitely be going back!
It?s at very good to do my taxes with them they are very helpful and very nice people
Great customer service and willing to help get taxes in order.
Very nice people, explained my taxes in simple terms so I could understand.
Highly recommend it. He help me solve a problem with the IRS.
Very friendly and helpful! Will return for next year?s filing!
Fast and very professional at everything! Thanks!
Amazing service! Great person
excellent care very professional inspires confidence
Was really helpful and great customer service.
Great experience!!! (: friendly staff
Hardworking, dedicated, and very attentive to detail.
Very professional and knowledgeable.
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.