CL Tax & Accounting Service

CL Tax & Accounting Service

Reviews Summary

Most reviews praise the professionalism, efficiency, and helpfulness of the service, with many highlighting clear communication, tailored advice, and significant tax savings. Positive experiences often mention patient, knowledgeable staff and quick responses. However, a few negative reviews cite no-shows for appointments, poor communication, and unresolved tax issues leading to penalties. Overall, satisfaction is high, with many clients returning yearly and recommending the service, though reliability concerns exist in isolated cases.

About This Listing

Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Individual Taxpayers
Remote Services
Years of Practice
CPA License

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
Financial Statements
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Small Businesses
Individual Taxpayers
Remote Services
Years of Practice
CPA License

Contact Information

Address

909 Corporate Way

Fremont, California 94539

Hours

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

Customer Reviews

Their team is professional and efficient, offering a wide range of services from tax preparation to business registration. The staff is knowledgeable and provided excellent customer care. Highly recommend for anyone needing reliable and high-quality accounting services in the Fremont area.

I?ve been using C.L. Tax & Accounting for the past three years, and they?ve consistently delivered excellent service. The team is professional, knowledgeable, and always takes the time to explain everything clearly. Whether my taxes were simple or more complex, they handled each situation with care and precision. Communication is prompt, the office is well-organized, and I always feel confident knowing they?re on top of things. Highly recommend them if you?re looking for trustworthy and reliable tax support

A friend recommended C.L. Tax & Accounting Service, and I decided to try them this year for the first time. The experience was excellent! Their pricing is fair, and the service is highly professional. They take the time to patiently answer all your questions and find the best way to maximize your tax benefits. On top of that, they provide really insightful advice tailored to your situation. Definitely a great choice for anyone looking for reliable tax services?I?ll be coming back next year!

C.L. Tax & Accounting Service is highly professional and reliable! Their team is knowledgeable, detail-oriented, and always willing to answer questions. They make the tax filing process smooth and stress-free, whether for personal or business taxes. The service is efficient, and they truly care about their clients. Highly recommend for anyone looking for expert tax and accounting help!

I recently had my taxes done here, and I?m very impressed with the service! The accountant was thorough, patient, and clearly explained each step, making the process stress-free. The office was organized, communication was prompt, and the fees were reasonable for the quality of service.

I had a great experience filing my taxes with CL Tax & Accounting Services. They made everything simple and easy to understand while helping me maximize my tax refund. The process was quick, and they were incredibly helpful from start to finish. If you're looking for reliable and friendly service, I highly recommend them!

I recently used CL Tax & Accounting Service for tax preparation, and I was impressed with their professionalism and efficiency. The team was knowledgeable, friendly, and answered all my questions clearly. They made the process smooth and stress-free. Highly recommend them to anyone looking for reliable accounting and tax services in Fremont!

I?ve been using C.L. Tax & Accounting for the past few years, and they?ve made tax season so much easier. I run a small business, and they handle everything from bookkeeping to tax filings, so I don?t have to stress about missing anything. The team are always responsive and actually take the time to explain things in a way that makes sense. The pricing is fair for the quality of service you get, and they even helped me save money by pointing out deductions I didn?t know about.

C.L. Tax & Accounting provided me with an exceptional experience! Their team is professional, knowledgeable, and incredibly thorough. They made the entire process of filing my taxes seamless and stress-free, answering all my questions with patience and clarity. I especially appreciated how they found deductions I hadn?t even considered, helping me save money. Their attention to detail and personalized service truly set them apart. Highly recommend to anyone looking for reliable and efficient tax and account

I had a great experience with this company, the team provided such professional tax services. Helps me a lot for my tax preparation. They made the whole process so much easy and answered all my questions and concerns. Would consider to use them next year too. I might have my hubby to do his tax paperwork here too. Thank you for the hard work! I really appreciated!

C.L. Tax & Accounting Service has been a lifesaver for me during tax season! Their tax preparation service was thorough, efficient, and stress-free. They took the time to explain every detail of my return and ensured I maximized my deductions. The team is professional, knowledgeable, and responsive to any questions I had. I was especially impressed with their personalized approach?they truly care about their clients. Highly recommend them for anyone seeking reliable tax services!

I had a great experience with this accounting firm. They are professional, reliable, and extremely knowledgeable. They helped me streamline my finances and provided valuable tax advice. The team is always responsive and willing to answer any questions. I highly recommend their services!

Recently consulted with CL regarding my tax report. They are very professional and responsible so I decided to let them file my report. They are very efficient, finish my work within a week. Recommend.

I had a fantastic experience with C.L. Tax & Accounting Service! I used their Individual Tax Preparation Service this year, and they made the entire process stress-free and efficient. As someone unfamiliar with tax rules, I appreciated how patiently they explained everything to me and ensured I didn?t miss any deductions. They were incredibly thorough, double-checking all the documents and even helping me understand potential tax-saving strategies for the future. The turnaround time was quick, and their pro

Very professional and very patient! Answered all my stupid question?I kept calling and emailing them. My tax was filed timely and their price is good. I recommend my friends try their service next year.

They provided very professional and patient advices. I used their tax consulting service. They were very responsible and helpful. Highly recommended for personal tax or company tax issues!

I had a great experience here. They were professional and friendly, helped me get the maximum refund as quickly as possible, and I really appreciate how easy it was. Recommend to everyone

I used this tax company for my annual tax return. Their service is very professional and quick. They answer questions patiently and clearly. When I did not understand anything, they explain very well. They provide accurate information.

I had a great experience with CL Tax & Accounting Service for my tax return. They made everything easy to understand and helped me get the most out of my refund. The process was quick, and they were super helpful throughout. Highly recommend if you're looking for a reliable and friendly service!

CL Tax & Accounting Service is a good place to do your taxes. Their service is nice and helpful and the accountant is trustable. Highly recommend to you to do your tax return there.

C.L. Tax & Accounting in Fremont made filing my tax return a breeze. The team was professional, thorough, and responded to all my questions promptly. I highly recommend their reliable tax preparation services.

It was an interesting story that why I contacted with C.L. Tax . One of my friend told(joke) me that I should find someone who is Pisces to handle the important thing like tax in my life. Why not? I actually called to make the first appointment. As soon as I walked in to the office , I see " ????? on the wall . My great experience with this office starting from the scripts, but more than that . All the staff in this office are friendly and professional , the owner is a very diligent lady with integrity

I rarely write reviews, but the service from CL Tax & Accounting Service impressed me. They are professional, efficient, and always available to help.

Rare to find a firm that balances technical rigor with such client-centric energy. They don?t just crunch numbers?they build relationships and peace of mind.

I recently had the pleasure of working with C.L. Tax & Accounting Service Inc., and I am extremely impressed with their professionalism and expertise. From the moment I walked in, I was greeted with a warm welcome and immediately felt at ease. The team at C.L. Tax & Accounting Service Inc. is incredibly knowledgeable and took the time to thoroughly understand my financial situation. They provided clear and concise explanations of complex tax issues, ensuring I fully understood every step of the process. Th

The team at CL Tax & Accounting is fantastic! They handled my taxes quickly and efficiently, making the entire process stress-free. They were also very patient in answering all my questions. If you?re looking for reliable tax help, this is the place to go.

Its my first year to file the tax report and my friend recommend me here. The accountant is very nice and knowledgeable. She answered all my questions patiently. Im satisfied with their service. Will recommend.

C.L. Tax & Accounting service helps my tax returns. I have wonderful experiences with them since 2019. Quick response with my questions and saving my headache tax returns issues. I will keep using the services in the future. Great jobs C.L.

Not recommended! My experience with this service was very poor. Even after using it, I received notices from both the IRS and my state indicating that I owed additional taxes, which led to penalties and interest. It?s not worth the hassle. I could have used various other tax software options that are cheaper and more accurate. I've been filing my own taxes for over a decade without issues, but this is the first time I?ve received letters from the IRS because I used this service. ??

I highly recommend CL tax accounting service, for anyone who is looking for accounting information or has questions about small business formation. The professionalism and integrity the the firm and its people have is refreshing. They worked hard for me and I am happy to recommend them to everyone.

When I do my tax for the first year, I didn?t have any experience for file my tax. CL Tax is very patient to help me file my tax and help me get the refund. Highly recommended

When I first go to C.L. Tax for file my tax, they have given me an excellent service. They have greeting me well and they have ask for all the questions that need for file the tax. Also, they are hard work for my tax. Highly recommended

"I recently visited CL Tax & Accounting Service for help with filing my taxes, and I must say, they were absolutely fantastic! Walking in, I was greeted warmly and quickly assisted. The staff patiently walked me through the entire process, ensuring all my documents were in order and answering every question I had. Their expertise and professionalism were truly reassuring. It's clear they care about their clients and take pride in their work. I left feeling confident that my taxes were in good hands. Highly

I recently consulted with CL tax accounting about my company?s annual tax report. They have a professional accounting team helped me review my company?s info. People there can speak mandarin which helped a lot. They expained everything regarding tax filing to me patiently. Reconmmend.

My business tax return went smoothly. I was stressed over how much stuff I need to do but they made it easy by consistent communication thru email and phone calls to keep me updated on everything.

They were very professional and helped me get my tax refund. They also do the company's financial tax and accounting. They are trustworthy and protecting customer privacy.

CL Tax & Accounting Service is an excellent choice for handling your taxes. The staff is friendly and supportive, and the accountant is highly reliable. I highly recommend their services for your tax returns.

If you?re looking to do tax return, I would recommend else where. This firm is severely understaffed and if you have a slightly complex tax question that cannot be explained by their tax booking system, the regular staff would point you to Cindy, who?s impossible to reach. On two separate occasions, I got zero response for two weeks after four email follow-up emails, and several calls / messages unanswered leading up to the tax deadline day. And once you get through to Cindy, she?d say she will call you bac

Facts: On 2/1, I scheduled an appointment with Cindy for 2/8 at 11:00 am at the CL Tax office located at 909 Corporate Way to discuss my 2023 tax return. On 2/8: - I arrived promptly at 11:00 am, but Cindy was not present in the office, and no one could locate her. - Another couple arrived, also with an appointment scheduled for 11:00 am with Cindy. They expressed frustration as this was the third time Cindy had failed to show up for their appointments. - While waiting in the meeting room, we observed left

This team are the best! I reached out to them to help with my business (which was definitely complex) and they jumped in quickly and swiftly and handled everything. They communicate along each step of the way. They're incredibly responsive, helpful, organized

This office is efficient and can deal with my problems in time and solve them skillfully. The staff in it are very patient and careful. They can carefully guide me how to solve the problem. Through the help of its family, my problems have been solved. Thank you very much.

I did my tax return with them and they are very professional and patient. They answered all my questions and gave me suggestions on my tax return.

I would highly recommend C.L. Tax & Accounting service. I have trusted this group with my personal and business taxes. All of their employees are extremely responsive, dependable and are always available to answer any questions or concerns you have.

They help me with tax filing and managing the company's finances. They are very professional and patient in explaining the process. I highly recommended.

Very professional service for tax and accounting in LA area. They helped us company with some tax consulting issue. Very patient and make everything clear.

Very professional service. Every tax season helps me a lot and save much time. would recommend to my coworkers.

My friend recommended them, so I asked them to help me with my family tax affairs. They were very patient and careful, and helped me a lot.

Very nice staff knows what they?re doing and was patient explaining things to me. And understanding some complex income and taxing issues.

They handled tax returns for me. They?re very responsible and are willing to answer all my questions. Plus, it?s been an extremely efficient process. I appreciate their help and support a lot!

I am happy work with them. They are very professional and patience. Answer my questions and not lazy about my tax return.

If you have any questions about your account, coming here is a very correct choice Accountants will communicate with you very professionally about any details

Both families and companies file taxes here. The accountants are very patient. They introduced the details to me and reminded me to prepare in advance. It is very professional here.

I booked a meeting but no one showed up.

Meiying Accounting Firm is a very professional finance and tax service company. It is not only professional. but also has a good service attitude toward finance and tax consultant. I am very relieved to entrust the company's finance and tax problems to them.

Recommended by a friend and I did my tax with them. Good service with reasonable price, saved me a lot of money.

Yes, it has solved all kinds of fiscal and tax problems for our company. A full range of accounting and tax services not only lets us realize the tax management of intelligence,carefree, but also give our enterprise more development power.

Nice service of tax refund. They have professional service. My friend and I all get a really good experience there

CINDY is the real deal. She is prompt, professional, and has high integrity. I'm more than thrilled to have her as our CPA because it is one less thing I have to worry about. She takes care of everything and does it with a great attitude. I have and will continue to recommend her to anyone looking for a CPA. It's hard to find someone you can trust when it comes to your finances and that is why I am so grateful to have found her.

Cindy and her associates have been providing excellent service for me ove the past 8 years. Thank you Cindy!

Friends introduced over, telephone contact about the time to see their office, the company environment is very good, the atmosphere is also good the whole process of reception, every step is also very clear. Quite satisfied!

I had a very pleasant experience with C.L. Tax & Accounting Service Inc. They have been very responsible. Their service is very good. Highly recommend.

I worked with them for my first two years? TAX return. They are helpful and nice.

A very good and professional accounting firm, they helped me to do my personal tax, help me saved a lot of tax. Recommend~

They are professional! People are nice and help! Would recommend them;

These guys have no business dealing with peoples taxes. A infant probably knows more about tax and tax laws than they do. Very rude attitude. Zero stars would have been a better rating. DO NOT GO TO THEM!!!

If you have any financial issues, you must come here A professional team at your service

After comparing many companies, I finally chose this accounting firm, which lived up to my expectations! It made me very satisfied

I was impressed by their professionalism and enthusiasm and finally chose to cooperate with their company, leaving the company's financial problems to them. Don't worry!

Their team is very professional and reliable. I am very relieved to give them to do it.

The tax service is excellent, quick response!

A very professional accountant firm, they helped me to save a lot of tax.

Bad Customer service. I do not recommend it.

High efficiency, good office environment, looking forward to the opportunity to cooperate again

Nice and professional stuff!

Acting all kinds of financial work, there is a need for friends to consult

It's big and it's in a great location, and that speaks for itself!

Cindy is very nice and answered questions for me.

responsible and professional

It is very large and the business is very professional

Kind and professional

Very professional accounting firm ??

(Translated by Google) This is a very professional and trustworthy accounting services company! Their team is not only experienced, but also has a very good service attitude. They patiently answered all my questions and helped me complete my tax declaration and financial planning efficiently. The entire process is transparent, efficient, and the price is very reasonable. Whether it is personal tax filing or company accounting management, they can provide professional advice and meticulous services. Highly r

(Translated by Google) This accounting firm is highly recommended! My son goes to school and works there. It was the first time I wanted to file a tax return in California. I called him first for a brief consultation. The attitude of the front desk was very good. The accountant was very professional and patient in answering my questions. Recommended (Original) ??????????????? ????????????????????????????????????? ????????????????????????? ? ????

(Translated by Google) I highly recommend this accounting firm! I called in advance for a brief consultation. The front desk was very friendly and even arranged an offline meeting for me to better help with my tax issues! Their office is very clean and quiet. The accountant patiently explained my situation to me and gave me the answer he thought was best! ! Recommended (Original) ???????????? ????????????????? ???????? ??????????????????????????? ???????????????????????????????????????????? ????

(Translated by Google) This accounting firm is professional and efficient, with an experienced team that can provide meticulous and thoughtful financial and tax services. Whether it is a corporate customer or an individual, you can get tailor-made solutions, the work process is transparent and trustworthy. (Original) ??????????????????????????????????????????????????????????????????????????

(Translated by Google) The tax filing process was very smooth and the staff was professional and patient. Every detail is explained clearly and makes people feel at ease. I will continue to choose here in the future! (Original) ?????????????????????????????????????????????

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.