*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.*
3400 Inland Empire Blvd #101
Ontario, California 91764
I had an outstanding experience working with Cifuentes and Associates. They are professionals, knowledgeable, and incredibly thorough throughout the entire process. What really impressed me most was their ability to break down complex tax matter into simple, understandable terms, making the whole experience stress free. They are attentive to every detail, ensuring I received all eligible deductions and maximizing my refund. I have been going to Cifuentes and Associates for four years now and I will continue
I have been going to Rudy for my taxes for over 5 years. I receive the best accounting service with Rudy and his team. Every year my taxes are done promptly and correctly without error. Rudy is very thorough and ensures I get the maximum refund. He makes everything simple so I never have to worry. Some of the things that I love are the mobile apps for uploading documents, and remotely meeting over phone or Zoom. This saves me time so I can avoid in office visits. Highly recommended for anyone who values the
I've been going to Cifuentes & Associates for years and wouldn't think of switching. They make tax season easy, smooth, and stress-free every time. The team is friendly, knowledgeable, and always takes the time to answer my questions. I've recommended them to friends and family, and everyone?s had a great experience. Simply put, they're the best.
I had a great experience working with Cifuentes and Associates. They were professional, knowledgeable, and made the entire tax process smooth and stress-free. They took the time to answer all my questions and ensured I got the best possible outcome. I highly recommend their services to anyone looking for reliable and efficient tax help.
It was our first year having our taxes done with Cifuentes and Associates and we're very pleased. The owner is prompt, thorough, and very knowledgeable. We'll be going to him again next year! Highly recommended.
Very knowledgeable experts, with amazing communication. Made filing taxes a headache free process. Their online portal makes it easy to use and works with your schedule. 100% would recommend to anyone. 10/10
The best tax man in the IE he's been doing my taxes since 2010. I would never trade him in because they are responsible, reliable, honest and trustworthy! Thank you Rudy for all that you do!
Rudy is exceptional at his job. He always answers our questions and makes sure we understand what he is telling us. Amazing team!!
Rudy is tax preparer professional. Always on time and gets the job done. Thank you for great service, see you next year!
Cifuentes & Associates have been my Yearly Tax Filer for 8 years now. The level of professionalism is a breath of fresh air. Many Tax Professionals may promise things that aren't realistic. C&A are transparent and do not promise anything that isn't realistic. If you need a good Tax Professional by your side, reach out to Rudy and His team. You won't be disappointed. Thank you Rudy and Team.
There is only one person I trust when it comes to tax preparations and that person is Rudy! He has been preparing my taxes for over 10 years now. He has always been incredibly helpful, professional, knowledgeable and his attention to detail is unmatched. He can always find an answer to any question I have. As a newlywed, tax season can seem stressful but Rudy and his team made this a stress free process which I am so grateful for! I will be a customer for life! Thank you Cifuentes & Associates!
Rudy with Ideal Tax Services is the BEST! We've worked with him for many years now and have always had a great experience! He is thorough and professional! His services are very convenient and he is always looking out for our best interest. He is very knowledgeable with the ever so changing tax preparations and is always willing to share how we can do things better. He goes out of his way to help you and make sure you have an Ideal experience!
For nearly a decade, Cifuentes & Associates has been my go-to for tax assistance, and I couldn't be more grateful. Throughout the years, their exceptional service has provided me with unparalleled peace of mind. With their expertise, I've navigated tax season worry-free, never encountering any issues. The consistently outstanding results and attentive care have made every interaction with them a pleasure. Thank you, Cifuentes & Associates, for your unwavering support and professionalism!
Outstanding services! Cifuentes & Associates provided expert guidance and personalized attention, making my tax filing process easy. Highly recommend for anyone seeking a knowledgeable and reliable tax professional.
I've been a customer of Rudy?s for the last 10 years and I won't be looking back! He offers reasonable prices and doesn't nickel and dime you to get an answer out of him. He is honest, responsible, knowledgeable, and attentive. Rudy was there with us when we bought our home to make sure we kept all the paperwork together for tax season. Best of all he comes to you!!! So disregard how far he is to you. Book him now, early, and often! Will get you a better return than most!
Excellent service. I was able to submit all my documents through the costumer portal. Easy and fast!
My husband and I have been coming to Ideal Tax Services for about 9 years. Rudy is very knowledgeable and answers all our questions. It's been a real treat for us to see Rudy and his business grow to the true professionals they are. The fast and friendly service is a definite plus- I highly recommend Ideal Tax Services!
Been doing taxes with Cifuentes & Associates for over 10 years! I love the ease of the new apps and the service is great. Highly recommend.
It's always a pleasure working with you . Honestly look forward to it every year . I am in such appreciation for what you do . Thank you
My family and I have been doing our taxes with Cifuentes & Associates for over 12 years. We have referred many friends and family members who have been going to him for years now. Very professional and knowledgeable.
Best tax guy around! Always provides the best customer service. Fast, friendly, and always gets the most money back for me! I definitely recommend his services!!!
This guy is awesome I would highly recommend having this guy do your tax most definitely recommend to anyone to come to ideal tax Services
Great customer service, friendly and fast service. 2nd year with ideal tax services and I'm very satisfied! Will be back next year.
Defitnetly recommend ideal tax services ! Fast and convinient !! Been coming for years with my husband !
Great service! All our questions are always answered and they go above and beyond!
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.