*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.*
548 S Lovers Ln
Visalia, California 93292
Unfortunately I have to leave a bad review when I first contacted Compa tax. It was a great experience. The consultation was free, which was good. Gabby seemed like somebody who knew what she was doing and I felt comfortable because this was my first year doing my taxes. After getting all my documents in order to file for 2024, I was told to come in to sign my documents on February 14 And that I should expect something back within 2 to 3 weeks. During this time, I tried using the IRS where's my refund and n
Big thank you to Compa tax and the team there! Have been helping me do my taxes the last 3 years and can't complain one bit! My go to for my taxes! Don't hesitate to contact them!
Amazing customer service been doing my taxes with them for years, everyone in there is so welcoming and friendly absolute best in town !
This is year 3. I contacted Compa in 2021 by researching. I had did my taxes in the past but then I retired from CDCR. I ended up owing for 2020. I needed professional help. These folks informed me of things I was not aware of. I am still paying but the road ahead is much clearer now. Thank you Compa Tax for your professionalism and great service.
Noe is very professional and sweet. I came to him to file and send my late 2016 & 2017, he was very quick and was really giving me the best possible and quick solutions. He finished it within a 1 business day and mailed it out for me. Definitely leaving turbo tax and coming to him for now on. Very reasonable price.
Don't recommend, they get you by saying free consultation and over charge based on what you're getting back. If I could I would give ZERO stars never going there again!!!
Very quick ! The lady's were nice and friendly. Noe took the time to make me understand and Answer any questions I had. They made me feel welcome here will continue too come back!
Some other 2 star business. Called to ask for a quote and no quotes by phone . I live by Tipton. Asked an average estimate. They asked me to upload docs to a portal. By the time I upload. You can call 3 other places?. So smart from them.
I met Noe for 2 years now during his office grand opening. I can tell that he loves what he do which is huge when finding a right man that will process your tax services. If you want to find a reliable tax person who is veteran in his field I'd give him a call.
Great service, very professional, efficient, and friendly. I had have the pleasure to do my taxes and use their transalation services. They are knowledgeable in what they do. I highly recommend it!
Great service and friendly staff. Noe really knows his business. He's very professional. I Recommend him 100%.
This is my second year doing my taxes through Compa and I'm very pleased with the service each time!
Noe has great knowledge of the services he offers. He is bilingual and is a friendly person all the time. Recommend his service!
Highly recommended! We have used Compa Tax services for immigration, translation and sales tax. Great service and very reliable. Efficient and very dependable.
I would call and he was never their, text as well and nothing doesn't communicate at all.! Worst service ever, he did my taxes from the wrong year and know i have issues with the IRS and haven't done my taxes because of his mistakes. Definitely not recommend at all, worst experience EVER.!
Mr. Sandez and staff are very feiendly nice and always willing to answer any of my questions. Great customer service. Mr. Sandez is very knowledgeable when it comes to taxes. Highly reccomend him!
He help me a lot with my credit getting fix now I got better car I'm just wait my credit get higher to get a new home soon And he also help get my mother green card renew or replace cause my mother green card got stole but he was there to make it easy for my mom get her green card again thank you Noe Sandez
I came in and they were extremely helpful with my DACA renewal, very understanding and great with their timing :)
13+ years as my accountant. He's trustworthy and will help you with anything tax related. Highly recommend him.
100% all about the customer. The office environment is always nice. I highly recommend Compa Tax Services.
Very friendly atmosphere. Been going here for years and highly recommend going here for you taxes and other services
Very detailed and respectful! The years of experience definitely shows, I highly recommend his service!
We have been using Compa Tax for 6yrs. Noe is amazing not just thru tax but thru out the year. Thanks agin Compa Tax
great service!!! always gets the job done very professional. i will be doing my taxes here again... thanks compa
Love this place they are the best he is so knowledgeable and his whole staff is grate.
I been coming to Compa tax for two years now! I love that Compa Tax treats me like family and they are always so available! Thank you Compa Tax!!
Hes been my accountant since he was liberty... 14+ years. Great service
Comparaci?n Service is number #1 for my and my friends he do excelent job , I bend a ?happy customer for years thankyou Noe sandez
Great service very helpful...super Professional 100% recommended!
Excellent service, very accessible prices and very friendly staff.
Best place to do your taxes! :) service is always great!!
Saved me over 10k in taxes great prices and he cares about people also.
Very helpful and friendly. I would definitely recommend.
Very friendly staff! Noe is very professional and answered every quiestion I had.
Very knowledgeable when it comes to immigration and taxes, excellent service.:)
Compa tax is the best noe is amazing with his customer service
Profesional, friendly atmosphere highly recomended
There always friendly and its always in and out!
Awesomeness. Gewd service
Been going to Noe for years
Fast, Friendly and reliable
Excellent service ;)
(Translated by Google) Excellent services, great help with taxes, business formation, a team with kindness and smiles. I recommend it 100%. ****************************************************************************************** Excellent services, great help, a team with kindness and smiles. I recommend it 100%. (Original) Excelentes Servicios de gran ayuda en Taxes,formaci?n de Negocios, un equipo de trabajo con amabilidad y Sonrisas, lo recomiendo al 100 %.
(Translated by Google) We have been doing taxes for 8 years with Mr. Noe Sandez and he is always looking for ways to help us in everything my husband and I need. Recommended 100% We have been doing taxes for 8 years with Mr. Noe Sandez and he is always looking for ways to help us with everything my husband and I need. Recommended 100% (Original) We have been doing taxes for 8 years with Mr. Noe Sandez and he is always looking for ways to help us in everything my husband and I need. Recommended 100% Hemos
(Translated by Google) Excellent service, very professional. He cares about his customers. Excellent service, very professional and interested in his clients. (Original) Excellent service, very professional. He cares about his customers . Exeletente servicio muy professional y le interesan sus clientes
(Translated by Google) Very good attention, service, honest and hard-working people, I don't have to worry about my taxes. (Original) Muy buena atenci?n, servicio, gente honesta y trabajadora, no me tengo que preocupar por mis impuestos.
(Translated by Google) Excellent work, very good service. 100% recommended. (Original) Excelente trabajo muy buen servicio. 100% recomendado.
(Translated by Google) I am very happy because they advised me very well and they gave me money back that I didn't know they would give me back. (Original) Estoy muy contenta porque me asesoro muy bien y me devolvieron dinero que no sab?a que me iban a regresar.
(Translated by Google) Something is very professional. I recommend him. (Original) Noe is very professional. I recommend him.
(Translated by Google) Excellent service and very good recommendations. Thank you. (Original) Excelente atenci?n y muy buenas recomendaciones. Gracias.
(Translated by Google) WE RECOMMEND COMPA TAX EXCELLENT SERVICES AND EXCELLENT PRICES (Original) RECOMENDAMOS A COMPA TAX EXELENTES SERVICIOS Y EXELENTES PRECIOS
(Translated by Google) Excellent attention! Very clear in the information! (Original) Excelente atenci?n! Muy claros en la informaci?n!
(Translated by Google) We recommend this business. (Original) Recomendamos este negocios.
(Translated by Google) Excellent service, ???????? (Original) Excelente servicio, ????????
(Translated by Google) Noah, thanks for your advice. (Original) Noe, gracias por su asesor?a
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.