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Chula Vista Notary & Tax Services

Chula Vista Notary & Tax Services

Reviews Summary

The overwhelming majority of reviews praise the exceptional service, professionalism, and expertise in tax and notary services. Customers highlight knowledgeable staff, quick turnaround times, multilingual support, and a welcoming atmosphere. Many are repeat clients who appreciate the attention to detail, family-oriented approach, and problem-solving abilities. While one negative review cites unprofessional behavior, the consensus emphasizes consistently high-quality service, with many recommending the business enthusiastically. Clean facilities, ample parking, and mobile services are additional perks mentioned.

About This Listing

Bookkeeping
Tax Preparation
Small Businesses
Individual Taxpayers
QuickBooks

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
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

230 Glover Ave #K

Chula Vista, California 91910

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Margarita, Chris and Kathleen are amazing. They do everything from accounting, taxes and business advice. We just went through a lot of changes with our company and I don't think we could have done it without them. They are extremely professional and very family oriented. We highly recommend!

CV Notary & Tax Sevices always feels like they can solve any problem. They are kind, respectful and professional. From the moment you walk in, Kathleen greets you with a smile. Chris comes out of his side office to say hi and Margarita preps everything so that your experience will be easy and comfortable. Highly recommend!

I came in for notary service about 4 years ago and now I am a repeat customer. Everyone is very knowledgeable and helpful. I do my taxes here, great prices and turnaround time.

absolutely the best service! samara helped me handle my taxes easy peasy and made sure i understood every part of it! i will 100% be revisiting and referring all of my people to visit samara and margarita!

Friendly and knowledgeable! They provide walk-in and mobile notaries and your convenience. Thank you guys! Whole process was quick and easy.

Margarita is magnificent at what she does. She has saved me thousands of dollars over the years and is truly a master when it comes to tax and notary services. She is extremely detail oriented, attentive, and always goes beyond expectations. I have referred many business and personal colleagues and their experience has been nothing but exceptional as well. She is also able to accommodate her services in Spanish to those in need. Her office is clean, professional with ample parking, and centrally located nea

Have known Margarita for 6 years now. She prepares my income taxes since. The service provided is top notch. Always have the answer And or get it for her clients. Alicia Guillen.

This review is long overdue. My back was up against the wall this past tax season as it was rapidly approaching. I was not prepared to file on my own because I simply don't know how to file for my online business activity. Margarita answered an estimate request I posted locally on Yelp. I set an appointment to meet and gathered all of the documents I could think of. She was so nice, so patient, so comforting. My emergency was no problem. She helped me navigate through the process answering all of my questio

Margarita is very unprofessional I don't recommend this place at all .She is rude and very unprofessional I don't recommend this place at all she had the nerve to get angry because I was confused and needed answers then when she denies me any information had the nerve to message me from her very unprofessional husbands phone to give me information she shouldn't have and telling me very nasty things don't waste your time and money at this horrible place these ppl overcharge and don't help you when you needed

Margarita represent the hallmark of professionalism. She is knowledgeable, accurate and efficient. My commendations with the highest recommendation.

Went in for a notary today, professional and kind. Thank you.

My second time here, top notch service. THANK YOU!

(Translated by Google) Super friendly! Good communication. Excellent Service. (Original) Super amables! Buena comunicaci?n . Execelente Servicio.

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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