*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.*
1055 N Van Ness Ave Ste A
Fresno, California 93728
Best place to do You're taxes,friendly and helpful , thanks Monica.
DO NOT GO TO THIS PLACE -5 STARS This year was my first year of doing taxes and I came across this tax place and I decided to give it a shot. Worst place ever, from the receptionist to the tax lady (Monica). I waited for 2 hrs as they don't take appointments. I was called in and Monica was very rude, she acted like I was below her, saying ?I shouldn't be doing your job? because I didn't add up some numbers for a deduction. In total she took I kid you not 5min filing my takes and she charged me $320(I have a
Just got done doing my taxes here. This is the second year coming to Diaz Financial. Once again, Monica was amazing, very professional, and excellent communication. A little bit of a wait but worth it, once in her office she had everything done quickly. Definetly recommend Monica at Diaz Financial. I will be back next year.
Look no elsewhere Dias financial is the best you guys more money back than others guarantee
It was the best experience ever!! They are professional and they treat everyone with equality. Very professional went in and got out fast they are quick and to the point. I would definitely go back and keep going back I referred family and friends and got a discount!! I do not remember the gals name but she definitely did a great job.
Diaz financial Services is by far one of the best family businesses. They are very informative and helpful. The employees truly care for their customers and are always so friendly. I highly recommend their business! Oh and did I mention they are bilingual and very convenient as they have multiple locations in Fresno. ??
I was refer by my brother to do taxes here, good thing I listen. Been doing taxes here ever since for the past 3 years and Joseph is my go to guy for all my tax questions and needs. He and his staff are also very friendly and attentive. I highly recommend people who needs their taxes done, they should definitely go here to get their max refund.
I have been doing my taxes with Monica for the past 6 years, she has been so kind and has always found my best interest at heart, now I go with my husband and she is easy to talk to and super professional if you want a good job please go to Monica ! Thanks for all that you do ! ??
Great service. I have been doing my taxes with Monica for 4 years and she all ways dose a great job and is a really nice person. I will be back next year.
Monica has been helping us for almost 10 years and she is very professional. She is very helpful and knows what she is doing. She takes customer service to another level.
If you want your taxes done quickly and thoroughly, go here. It was my first time filing and Joseph was very sure to try to maximize my return as much as he could and answered everything i asked. Jason at the front desk was very quick and kind in getting everyone in line set up with what they needed. Highly recommend
Joe has been doing my taxes as well as my sisters for years now. He's very knowledgeable, quick, helpful, and friendly. He explains everything to us in details. We love it here. If you're in need of a tax preparer, I highly recommend you give him a visit.
Highly recommend to anyone trying to do their taxes. They also offer a variety of services which include notary, legal services, as well as Home Loans and Real Estate. They are very knowledgeable and professional. Thank You Diaz Financial for your great service!
Joseph was doing my taxes for a few years now. This year he has his office with his mom. NO thank you just because of Monica so freaking rude I'll be going to another tax place
My wife and I have been going to Diaz Financials for 6 yrs. now and she has always helped us understand what to expect and always been helpful... Have and will continue to recommend to friends/family...
Joseph is our go to guy! We have been doing our taxes with him for 7years now. He is professional, friendly and efficient. He explains the process clearly and makes the tax preparing process pleasant vs a headache. My whole family uses him, so I'm 100% comfortable referring him to anyone!
Very helpful, receptionist are kind people.
I have been a loyal customer since 2005 Joseph and his staff has successfully assisted me with 100% Accuracy each year they have a very comfortable friendly and happy environment In the office. They have a wide diversity of knowledge you can ask them anything they can answer it or they'll find the answer for you . They file taxes ,bookkeeping ,real estate, and travel ( they even file for truck drivers ) They are the best in the whole central valley When you go DIaz Financial services you are not j
Monica is soo sweet and soo nice! They're friendly and welcoming! You feel like they actually care and will help you . And when you do your taxes they help you and are willing to go above and beyond .
Very rude and unprofessional been going to the office in ventura for years before it closed . Lourdes the tax preparer came out her office yelling in a stress matter saying she didn't know if she get to all of us on the last day. She wasn't even supposed to come in today or be working today on her day off. Saying we waited for the last day in a stressed out tone as she was forced to file our taxes. Then when my turn she kept repeating I waited for the last day and she has to leave in 1 hr. Bad service for
Unhelpful arrogant staff from reception to tax server charges to much for your taxes each year they change their fees and they keep your original documents just so you can go back they demand for documents online but will not send documents back if needed because of "security reasons" don't recommend anyone to go unless your looking to lose your whole taxes that you've filed
Terrible customer service by both receptionist and the tax preparers?. We asked for the main tax preparer. She was talking and bossing all of her assistants while preparing my husband?s and my return. She kept coming in and out of the office to see what her assistants were doing. At the end she just told us what we were receiving as a refund and pretty much kicked us out of the office. We didn't get any copies of our return. I was not comfortable with their processing. She told us we would get our return wi
Wish my family never did business with Diaz Financial tax services Fresno ca This family owned business Destroyed my family Dreams The Diaz family tax service had asked my family for a business loan my family did not hesitate to loan them the money when they did not pay back when they said they would pay back my family confronted them Monica Diaz Had called my family crazy and had told them why would they have ever agreed to loan money to Joseph Diaz for business Monica Diaz paid a tiny portion back and
I've been coming to Diaz Financial services for many years and they are super professional and nice. Great people! Totally recommend coming here for your taxes!
I always get taken care of in a timely matter. Joseph always takes care of my tax needs. He's very professional and easy to work with. This is a great family owned business in Fresno!
I've been coming to Diaz Financial Services for several years now & been satisfied with their customers service. Always helped me file my taxes. I recommend them 100%!
Very helpful and trustworthy. Best experience in tax preparation in my 11 years. Recommend for business.
Joseph is literally THE BEST! Been going to him for years. He's knowledgeable, friendly, thorough, and fast. I won't go anywhere else! I highly recommend DFS!
Been going to her for years what I like best is that Monica has hundreds of people going in and out of her office and I only go once a year to get my tax paper filed and she knows me by first and last name she remembers what we talked about last year she knows what I like and very helpful in everything.
Great service! The office is open year round, you can always stop by if you have any questions. The staff is friendly, professional, and explain things simply.
I been coming here for a couple years and my experience has always been great, Very helpful and Monica is great!
Been Coming for years alway very friendly and get u in and out quick. Answers all question and explains everything fully So you understand. They are all every friendly and genuine.
Friendly staff. Monica Diaz is the best always going on and beyond for her customers. 100% recommended.
Nice place is really good audited very nice people I like the place I recommend it to every one tanks for Avery ting and that help like it ????
I have been coming here for 3 years now, they have always been very good to me very professional an fast .
This is the most unprofessional place to get your taxes done! They are rude and not very helpful if you're having any issues. They also didn't actually file my taxes till about a week AFTER I went in. Avoid them at all cost!!!
Monica is very rude and unprofessional she acts like she's top before everybody and makes you feel less and rude if you know nothing about taxes and it's your first time.
Great services been coming for years and they always get my return quick and the most
My family and I have been coming here for years, always have recieved exceptional service from the entire staff
She has great work ethics . The front desk secretary is amazing too !
I've been with Diaz financial for 11 years the best ever always get my refund money on time
Monica is the best she really helped me ?? I would come back here again
Overpriced and overcharged for services being provided. Please take your business elsewhere! They charge over $200+.
Gracias Monica for always being so humble and caring. I look forward to working with you in the future ????????????#empoweringwoman ??????????
I recommend Diaz Financial to anyone Best people I ever dealt with , great customer services they have different services they provide.
Very trustful ,reliable, honest, been going to Joseph for 10 years , would recommend them to everyone
Best place to do your taxes very profecionald and friendly people the best
Great experience, they know what they're talking about here at Diaz Financial. Thank you Sandra
Love this place. Good quality work. Good personal.
Very trust worthy, hard working, and honest, reliable, I highly recommend them,
Gets you the most money for sure!!! Most professional accountant!
Always come here I'm always satisfied
Highly recommend friendly fast and they truly care about the customers
Monica is great very professional
Love Monica & all her help !
Excellent service, the attention to detail is always the best.
Highly recommended did great work.
Super fast and efficient service. ??
Great customer service.
A very good place to go and get services from
Highly knowledgeable and professional. Highly recommended!!
Great service and very knowledgeable
(Translated by Google) I have been a client of Monica's for more than 16 years. She always gives me the best service. Monica has always been professional and direct. I highly recommended Diaz financial services! (Original) He sido cliente de M?nica por mas de 16 a?os. Ella siempre me brinda el mejor servicio. Monica siempre ha sido profesional y directa. I highly recommended Diaz financial services!
(Translated by Google) I have been assisting to do my taxes with D?az Financiers for more than 20 years and I am very satisfied with the treatment and service they provide here. Very professional. Thank you D?az Financial. (Original) A tengo m?s de 20 a?os asistiendo para hacer mis taxes con D?az financias y estoy muy satisfecho en el trato y servicio que dan aqu? .muy profesionales . Grasias D?az Financial.
(Translated by Google) Their hours are variable... I called on Friday, December 21st to make sure they would be open on Saturday and the receptionist confirmed my request. I went to the office on Saturday around 10:30am and it turns out the office was closed!!!! I wasted my time and gas... bad deal for them. (Original) El horario que manejan es variable ... Llame el dia viernes 21 de diciembre para asegurarme que estar?a abierto el d?a s?bado y la recepcionista confirm? mi pregunta, fui a la oficina el s
(Translated by Google) This guy is a scammer for immigrant people. He is a thief and something good and nice came to him by law (Original) Este vato es un estafador para la gente immigrante. Es ratero y le viena algo bueno y bonito por ley
(Translated by Google) Very good service and very economical, I definitely recommend it. (Original) Muy buen servicio y muy econ?mico, definitivamente lo recomiendo.
(Translated by Google) Excellent professional and friendly service Monica and her staff help our breed a lot (Original) Exelente servicio profecionales y amables M?nica y su personal ayudan mucho a nuestra raza
(Translated by Google) Very good service, thank you very much and if I recommend them, they are very good (Original) Muy buen servicio muchas gracias y si los recomiendo son muy buenos
(Translated by Google) Excellent respectable professional my 5 stars ?? (Original) Exelente profesional respetable mis 5 estrellas ??
(Translated by Google) Lots of knowledge, good job (Original) Mucho conocimiento,good job
(Translated by Google) Very good and reliable service (Original) Muy buen servicio y confiable
(Translated by Google) Good service, I recommend them (Original) Buen servicio,los recomiendo
(Translated by Google) May you live many years (Original) Que viva muchos a?os
(Translated by Google) Excellent service (Original) Excelente servicio
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.