*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.*
8429 Florence Ave
Downey, California 90240
Great service! I called them and they were able to answer every question I had. Thankyou for your time and patience.
He is an excellent accountant Excellent human being, fun solving cases, helps you not to stress, is number 1. The work team is also very attentive, beautiful people and keeps everything in perfect order. Nothing ever goes wrong, everything is magnificent??
NEVER coming back. The way he charges people is inconsistent and dishonest. Do not come. I asked twice how much they would charge me and the employees did not answer me. Edgar gave me a price after he saw how much I made. He bills you off of how much you earn and NOT by the workload that is done. He charged me more than my parents who had to do two incomes, health insurance and a home owner paperwork with a dependent. And I only had half of the paperwork to file. He praised himself for not charging people
Edgar Palacios is an amazing guy to work with. He is very professional and has a great passion for his work, family and community. I would recommend his services to anyone looking for quality and value in Tax preparation.
One of the best PA to come by in a long time! Highly recommended!!! I have met a few PA in my life, but Edgar Palacios comes to be one the first straight shooters PA I?ve met, Edgar was able to get my tax returns corrected and on time, He will fight for you, aggressively if necessary, and be creative within the law to resolve your case.
Worst place I have ever been to.! The tax preparation person did not know what she was doing, she kept leaving to ask someone else about my return. When the tax preparer was almost done she demands that I bring her documents. I was angry and said why didn't you tell me before starting I could not process my return without them. Now the owner Edgar Palacios himself is refusing to give me back my w2, and has resorted to telling who do I think I am to not pay for my unfinished return.
I recently change the way I have been doing taxes, I met Mr. Edgar Palacios and his team. They have been amazing at explaning and helping me bulid an LLC. and the tax process for my induvidual for my W2's Thank you
Thank you for everything that you have done. You are a great accountant. I?m so happy with the work you have done for me. You have excellent and I really recommend you to my friends and family. God Bless You.
Great Auditor! Taking care of our business clients! Peace of Mind is created at Edgar's office!
Great person and professional team! Thank you for all your help, you were a response in the middle of the storm, God bless you.
He doesn't charge for consultation and he takes his time to explain your options and the procedures
Great! Experience love to teach clients. Would recommend him!!!!
(Translated by Google) I thank Mr. Palacios for his fine attention and professionalism in serving Hispanics. I have been doing my business and personal taxes for more than 30 years and I have never had any problems. I thank him very much. God bless you (Original) Le agradesco al Sr Palacios su fina atenci?n y su profesionalismo en atender a los hispanos tengo m?s de 30 a?os haciendo mis taxes de negocio y personal y nunca he tenido ning?n problema le agradesco mucho . Dios lo siga bendiciones
(Translated by Google) Excellent service from him and his staff. I've been a client of his for years and always have my taxes done with him. He has extensive experience as an auditor. (Original) Excelente atenci?n de el y de su personal. Soy su clienta desde hace a?os y siempre hago mis taxes con el. Como auditor tiene mucha experiencia
(Translated by Google) Excellent service (Original) Excelente servicio
(Translated by Google) Very bad treatment from the lady who attended to me, if I'm going to turn her off, she didn't want anything as a gift. (Original) Muy mal trato de la se?ora que me atendi? si le voy apagar no queria nada de regalado.
(Translated by Google) Mr. Palacios takes his time while waiting for you and has a lot of knowledge in taxes and audits (Original) El se?or palacios se toma su tiempo mientras lo esper? y tiene muchos conocimientos en impuestos y auditor?as
(Translated by Google) Excellent professional and high quality service. (Original) Excelente servicio profesional y de alta calidad.
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.