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Cortes Tax Service

Cortes Tax Service

Reviews Summary

The majority of reviews praise the tax service for its professionalism, efficiency, and friendly atmosphere, with many highlighting the preparer's expertise and affordability. Customers appreciate the welcoming environment, quick service, and clear explanations, often recommending the service to others. However, a few negative reviews cite impatience, unprofessional behavior, and filing errors, with one mentioning aggressive demands for payment. Overall, the sentiment is overwhelmingly positive, with frequent mentions of long-term satisfaction and trust in the service.

About This Listing

Tax Preparation
Small Businesses
Individual Taxpayers
Bilingual Services

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

Tax Preparation
Small Businesses
Individual Taxpayers
Bilingual Services

Contact Information

Address

3750 Mission St

San Francisco, California 94110

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 12-5PM
Tuesday Closed
Wednesday 12-5PM
Thursday Closed
Friday 12-5PM
Saturday Closed

Customer Reviews

I've been coming here for a few years now, and I must say Alan is so knowledgeable! He's quick and helpful. I've told all my friends and family about him, and I can't believe it's taken me this long to leave a review. 10/10 recommend

Alan makes doing your taxes as fun as it can get - i look forward to seeing the Cortes Tax team annually because I know I get s good deal and have a real partnership - Alan and his team care!

So I came across Cortes Tax Service through online search. I am happy that I had Alan Cortes do my taxes. He was fast and had great conversation. Before I knew it, my taxes were done! I recommend getting your taxes done here. His prices are very reasonable.

I have been doing my taxes with Mr. Cortes. For the past 2 years. I love the office energy, professional service, fast, efficient and is very welcoming. I really recommend his services his knowledge and great treatment is all 100% thank you for this years taxes.

I first used Cortes Tax Service when I was experiencing homelessness and Alan Cortez was offering the services of his business pro bono to the City's low income residents. More than a little embarrassed for being a 'financial mess,' I thought at least Cortes Tax Services is conveniently located on Mission St with rapid public transit. Upon arriving, I I was warmly welcomed with offerings of water and a comfortable couch, both Heavenly treats for an unhoused person. I watched as they quickly and efficientl

We stumbled upon this place on Google search and we dont regret going there! After a fiasco we had at another tax place we searched on Google and found Cortez tax service with a 5 star rating and we took a chance! Alan is awesome, friendly and makes you feel welcome also the lady that works with him sorry I didn't get her name but let me tell you guys that this is where we will be going every year to do our taxes from now on!

Gerardo Medina was absolutely awful towards me! I literally spent 10 min of my time with him, and I told him politely I didn't want to file with him after he received some of my information. He then got super defensive and aggressive, raising his voice the whole time and demanded that I pay him. I didn't sign a contract with him or give him consent to file my taxes and he still made me pay. Bad vibes all around, and I filed a claim against him with my bank. So was the $40 really worth it??

Absolutely love coming here! My very first time coming in I was nervous because I had no idea about anything but Alan made everything super easy to understand! Not only is everyone super sweet here but the prices are super affordable!

Alan was quick, efficient, and funny! Very knowledgeable preparing taxes. It's funny I thought I was going to another place, but ended at his place. No regrets he was great! Thanks Alan!

I moved from SoCal to the bay and noticed I needed a new tax guy, found Alan online and instantly got a good vibe and I don't regret coming here.

Cortes is AMAZING and I love coming to his business!

Alan has been preparing my taxes for years. I wouldn't go anywhere else.

Excellent service and great personality and a people person very knowledgeable in all things related to taxes.

Alan Cortes Is The Best Tax Service ever ?????

If your a tipped employee you want this guy to do your taxes. Been doing mine for years.

Show up to Cortez notary but was closed and google sus open from 9am-3pm no good

Professional, experienced staff. Excellent service!

Very impatient and not thorough with his work.

(Translated by Google) My family has had the worst experience from this place, I personally went with Alan and he laughed about my income he said for this misery save your sell some money & don't make your taxes, my son made taxes with him something went wrong and he never got any money, my daughter did her taxes and ahe fills wrong, he is so eager to get your money My family. I have had the worst experience with him, my son did his taxes with him and he never raised money because of his mistake, my daughte

(Translated by Google) Yesterday I was in Mr. Cortes' office. He is a very kind and professional person. It's my first time visiting them, and all I can say is: excellent service. (Original) Ayer estuve en la oficina del sr. Cortes, es una persona muy amable y profesional , es la primera vez que los visito , y solo puedo decir: excelente servicio.

(Translated by Google) Excellent service! Very good care and advice. (Original) Excelente servicio! Muy buena atenci?n y asesoramiento.

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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