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CRM Financial Services

CRM Financial Services

Reviews Summary

Customers consistently praise the tax service for its friendly, professional, and knowledgeable staff. Many highlight the efficiency, thoroughness, and personalized attention they receive, often noting maximum refunds and clear explanations. The team is commended for making the process easy, whether in-person or remotely, with strong communication and a welcoming atmosphere. Long-term clients express loyalty, appreciating the reliable, high-quality service year after year. The overall sentiment is highly positive, with frequent recommendations for their expertise and customer care.

About This Listing

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.*

Contact Information

Address

36 N Euclid Ave Suite 104

National City, California 91950

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-7PM
Tuesday 9AM-7PM
Wednesday 9AM-7PM
Thursday 9AM-7PM
Friday 9AM-7PM
Saturday 9AM-6PM

Customer Reviews

Thank you so much for helping me file, my previous tax preparer retired and I was stressed out about filing with a different person/company. Ana was the team member that went above and beyond to show me care and concern with filing this year. Family owned, very respectful, bilingual, 100 % recommend see you next year !

My wife and I had a wonderful tax experience with Bill. Thank you Bill for your genuine concern and expert advice.We truly appreciate the excellent service we received today, not just about taxes but life tips as well. AI can NEVER replace your personal touch and great smile! ??

.Been doing my taxes with Bill for the past decade and I highly recommend CRM financial services. They are amazing. They call you in advance to remind you to set an appointment with them at the beginning of the year. They?re all amazing front desk and Everyone

The entire team at CRM is extremely friendly and professional. Mr. Woods makes filing taxes easy and is extremely knowledgeable. A very pleasant experience.

I am always very happy with Chuck Millison. He is quick and very professional. Besides being a great person.

Have been getting taken care of by bill woods since 2021. Never have been disappointed, the staff there are super friendly and knowledgeable. 10/10 service!

Terrell was on point from making my appointment to preparing my taxes! I highly recommend this place! Go see Terrell!

Charles is always efficient, and thorough with me taxes. Always saves me a bunch. FS

Highly recommend this place. Bill Woods provided amazing customer service.

My husband and I did our taxes here and I?m in the military and he?s a civilian. I had to file W-2s and my husband filed 1099s?, W-2 and our 1098 for our house. My husbands taxes were slightly harder to file because he was a ?statutory employee?. Juan did a great job explaining everything to us, and great customer service. I definitely feel like we got the maximum refund. We will definitely come back!!

CRM financial has been by far the best tax service I have ever used. Brandon and team made me feel comfortable as the process moved along with constant communication and easy to understand and use systems. I was able to electronically send my documents fast an easy. The team also helped me with previous years tax returns that were messed up by another tax service company. The office busy was awesome the whole team was welcoming and friendly. I highly recommend this place if business for being professional f

CRM Financial Services made it so quick & easy to do my taxes. Brandon was amazing! He was helpful in explaining the process of uploading my documents, fast & efficient, and even went out of his way to verify some info to maximize my return. Especially with having to deal with COVID this year, they streamlined everything so all of this could be done without even having to leave the comfort of my own home. Definitely recommend this company and their team!

Brandon was awesome and very helpful in filing my taxes. He thoroughly answered all my questions and made sure I left his office with complete confidence. A+ character and funny guy to talk to. Would highly recommend Brandon and this company for anyone looking to file their taxes!

Brandon was very professional and very detailed. He helped me with my 2018 and 2019 taxes. He was very knowledgeable and made recommendations that helped my situation. All in it's a family owned and operated business with a concentration on client support and education. Pretty sure I'll be here from now on.

CRM financials is one of the best tax preparer companies out there. I've been going to them for years and they are very transparent when it comes to handling my return. Any questions I had they had answers. They were very thorough with the work they did and I'm very satisfied. I've been going to William Woods for many years and would highly recommend him and his team.

Was walking by and saw a that they do taxes there. So next day brought my forms and had a guy named Brandon help me. Was painless and easy for me!!! Thanks Brandon for the awesome experience and for helping me get the most I could outta my tax forms!!! I highly recommend this place!!!!

Ive done my taxes with different people for the last couple of years trying to find the right place for me and i have found it! Brandon was great! Super friendly and efficent making sure he answered any of our questions. I highly recommend this place!

Great job easy process been coming here for years

Brandon was easy to work with, highly responsive, friendly, and professional. Got my taxes done quick and easy.

Very nice and friendly people easy to talk to straight up Ford with you no BS and Convenient close to home and a great place to go and do your taxes I go and do mine every year with them

Had such a great experience with CRM! They definitely helped me get my maximum return back. Definitely will be going to them every year.

Had my taxes done by them over the past few years and the responsiveness and quality of work they provide is second to none... THANK YOU CRM

Amazing service!! Brandon, Bill and Ana are the best , got almost 4k back ?? def will recommend ??

Great service and friendly staff, helpful and knowledgeable, never doing my own taxes again!

Very quick, efficient and thorough with the process. Brandon took the time to ask every question regarding my return.

Best tax place to do you taxes. Very professional. Highly recommended

Quick easy, in and out.

Always thorough, they double check the numbers, always the best return and its affordable!

Best place in San Diego.

Awesome Team, Friendly and helpful.

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.