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Coast To Coast Tax Service

Coast To Coast Tax Service

Reviews Summary

Most reviews praise Coast to Coast for professionalism, efficiency, and knowledgeable staff, particularly in tax preparation and bookkeeping. Many highlight seamless processes, excellent customer service, and long-term satisfaction. However, a few criticize poor customer service, incorrect tax filings, and high costs, leading to frustration and IRS issues. The majority of ratings are overwhelmingly positive (5 stars), with a small minority expressing significant dissatisfaction (1 star).

About This Listing

Bookkeeping
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
Multi-state Experience
Remote Services
Years of Practice

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
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
Multi-state Experience
Remote Services
Years of Practice

Contact Information

Address

2434 Auto Park Way #100

Escondido, California 92029

Visit Website Call Now Get Directions

Customer Reviews

Coast to Coast tax service is really good. I?ve been going here for over 10 years, they?re straightforward and reasonably priced? Even considering the recent inflation, I?m happy to work with these guys.

I have been working with Coast to Coast for two years now, and my experience has been exceptional. Rio handles all my bookkeeping with remarkable organization and efficiency, ensuring everything is always up to date. Slavena manages my taxes with extensive knowledge and precision, making the process seamless. I am incredibly grateful for their support in keeping my S-corp organized from an accounting and tax perspective. Thank you!

Morey is great to work with. Efficient, knowledgeable and a straight shooter. I highly recommend him and his team.

I had my taxes done with Slavena. She was great and took the time to review my taxes. She was so nice to review my previous year and she actually found some refunds that were missed by my previous tax office. I recommend coast to coast.

Overall great experience. Filing taxes isn't super fun but the process with Coast to Coast was easy, and efficient. We will certainly be back next year. Our Tax preparer was great!

I had an excellent experience with Coast to Coast TAX Service. They were very professional, knowledgeable and patient with all my questions. Slavena did my taxes quickly and I highly recommend their services.

Have not met with anyone yet but staff more than helpful on the phone and able to answer all my questions. They are open 7 days a week which is great! The lobby is nice and the receptionist very friendly. We look forward to continuing to work with them.

I actually determined for a variety of factors that Coast to Coast was not the best fit for me. Regardless, Morey followed through on his commitment in a totally professional manner. Even though he knew I was choosing to work with a family friend, he came through in various ways supporting me in getting my return accurate and in maximizing my return. Professionalism when everything is perfect is easy. Professionalism when thing aren't going perfect takes something. Coast to Coast surly demonstrated tha

Very expensive preparation and horrible customer service. The girl at the front desk is rude. When we complained we were told she did nothing wrong and it was our fault. Find another place to go. These guys are sheisters.

We met with Ms Paskova yesterday. She made the process quick (as possible), efficient, and enjoyable (as possible). Will return!

Very unprofessional. Horrible customer service. Inept tax preparation services. Our taxes were done incorrectly (tax preparer at Coast refused to help amend the situation) and now we are dealing with the IRS and penalty fees. Will never use them again. Run away from this business as fast as you can!

I have worked with them faithfully for years. Morey is brilliant and the staff is always attentive.

Morey is the best EA EVER! The whole staff is friendly and efficient.

Worst possible customer service ever

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.