Back to Directory
Efficient Tax Solutions, Inc.

Efficient Tax Solutions, Inc.

About This Listing

Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
Insurance Agencies
Years of Practice
CPA License
In-person Support

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

Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
Insurance Agencies
Years of Practice
CPA License
In-person Support

Contact Information

Address

2709 Macdonald Ave #204

Richmond, California 94804

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-5PM
Tuesday 10AM-5PM
Wednesday 10AM-4:30PM
Thursday 10AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

I highly recommend Efficient Tax Solutions for anyone in need of a knowledgeable and reliable tax professional. Gary and his team have been an invaluable resource in handling both my personal and business taxes with precision and care. One of the things that sets Gary apart is his ability to make complex tax matters easy to understand. He takes the time to explain everything in a clear and concise manner, ensuring that I always feel informed and confident in my financial decisions. His expertise in tax la

I found Garry a few years ago and I?m so glad I did. He is incredibly knowledgeable and truly efficient and fair. Thank you Garry and everyone at Efficient Tax Solutions for providing great expertise and customer service!

I?ve been doing my taxes at Efficient Tax Solutions for many years now and always it?s a good experience. Gary is knowledgeable and keeps himself current with the all the new tax information and laws. If you want your taxes done right and great customer service this is the place to come. They are here for you not only tax season but all year around and their business hours accommodate any work schedule. Thank you Gary for always helping me and my family with taxes.

I came here after being with H&R Block for years. I felt they took me for granted and the rates continued to increase. I decided to give Garry a try. I was not disappointed! His team was professional and EFFICIENT! They live up to their promise. I got my taxes prepared quickly and for an affordable rate. My refund both years came quicker than it did with H&R Block. Another thing to consider is Garry is a savvy financial planner. He was an invaluable resource when I was starting my business. Give t

Gary has always been so awesome! He?s reliable and trust worthy! As long as he is around, I dont think we?ll ever look for someone else to help us with our taxes. I give him a 5!! His office also had a total makeover and I love the atmosphere!! In my book, he?s a 5/5!!

They?ve been doing my father & I taxes for years. Gary is very transparent, professional, and diligent. I recommend him to all my friends & family. Thank you so much for providing your wonderful services!!

Professional, expert and efficient. It was no hassle and the staff inspires confidence. As new client, I felt assured that my tax needs were being handled by professionals knowledgeable about tax liability and ways to increase my refund that followed the guidelines of the IRS. I definitely recommend their services.

I have been with Efficient Tax Solutions for4 years now. They are very professional and kind and honest. I could recommend all to try them. Considering my previous experience before i met them, i feel very comfortable and happy. Thanks for great job.

The welcoming environment of that office always makes me feel at home. The preparers are true professionals who always ask the perfect questions. But most importantly, this office always do their best so that I can get the maximum return possible and as soon as possible. Thank you for your service, I will see you guys next year and I will certainly recommend my friends, family, and acquaintances. R. Lolo

Out of the 10 years I've been working. i have never been excited to do my taxes, until i found efficient tax solution (ETS). They make it easy, confidential, professional. Garry & Romel never have a bad attitude or anything. They will always welcome you !. Make you walk away happy. Even on YOUR bad days. Thanks for all your help Once again garry saves the day with his amazing work & amazing staff. This place is great for anyone & everyone. Family friendly, bilingual. Easy, fast, safe .Once again i will ve

Garry has been helping me for 3 years now. He has is very knowledgeable and takes pride in his work. I have been super happy with his services and will be referring my friends and family.

Garry was very efficient with his work. We took about 20 mins to process my application. I definitely recommend this establishment. Garry was very helpful at explaining the whole process. Thanks again, and keep up the good work!

Garry is an Enrolled Agent tax practitioner, which means that he is empowered by the U.S. Department of the treasury to represent taxpayers before all examination, collection, and appeals of the Internal Revenue Service. In addition to his technical level of expertise in taxation he was very personable; however, his rate for a simple one document only tax filling was $400, which would have been reasonable had I had more of a complex filling. In other words the price is justifiable for the small buisness own

The management and staff are extremely professional and highly proficient at what they do. They took charge and handled all my tax woes above board and went beyond the call of duty. I would highly recommend them to anyone who needs tax services. Great job Garry & your team !

Top quality CPA..! Garry has provided his CPA services for both my personal taxes and business taxes. Easy to work with and extremely knowledgeable in his practice. Highly recommend Efficient Tax Solution!

I have been filing my taxes at Efficient Tax Solutions for 7 years now. Great service and always happy with the staff. Great Place to file your taxes on the Bay Erea.

Good customer care 24/7, call back 1-5minutes max. Even after tax they always there for all questions regarding taxes. If you don't wanna drive to go there, you just need to give a call your ride is ready and get there ASAP. When you choose them you never walked out the door without money in your pocket and IRS will never nock ur email for money back. Dial the number and got your answer right away about taxes issue!

I have been a client since the beginning/opening of this office. The service I get there is excellent. Professionalism, kidness , satisfaction, accuracy. I recommend all my friends and co workers to try efficient tax solutions.

Gary is my go to guy! Super patient and super efficient with helping you get what you earned in a timely manner! Will do everything to help you! Would highly recommend

I?ve been trying to reach Garry since 11/6/2020. I?ve called, texted, as well as emailed him. No response. I wouldn?t ever recommend Efficient Tax Solution to anyone. You don?t even deserve one star. Very poor service.

They are always available when I call them and have been at my side since day one. Their customer service and tech support functions at the highest level in the industry. I know I have ultimate peace of mind as my business grows

I been working whit garry j baptiste for last 3 years great expirience handle all my taxes isues whit professional maner saving me thousand of $ since I'm small business owner ,working whit different stradegies to minimize are dues whit (sam) going from small company to corporation I trust garry for all my taxes need

Excellent service , very professional, inspiring trust and solving tax related problems in the contra costa county, we are so grateful to have such great office where we know we will find am answer. Thank you Efficient Tax solutions ??

Best Customer Service. Always there when you text or call. Recommend for everyone to come do their taxes here. Thank you Gary for the help.

Very Patient and knowledgeable. He will help you with any IRS issues... very happy with the services..

Best place to do your tax,great customer service and good professionalism. They are very efficient

They always have the friendliest attitude and always helps us got to say the best tax place in the Bay Area

Great experience and I am glad that I chose Efficient Tax Solutions to handle my tax

Good experience always take the time and he is honest.

Best service ever. Great customer service

Excellent service, very nice and professional.

Efficient, expert, professional and good costumer service.

Excellent service with fast results.

(Translated by Google) They were very kind and treated me in the best way. They solved all my doubts. 100% recommended, Romel attended to me and helped me. Attention in English and Spanish (Original) Fueron muy amables y me atendieron de la mejor manera. Solucionaron todas mis dudas. Recomendado 100% me atendi? Romel y me ayudaron. Atenci?n en ingl?s y espa?ol

(Translated by Google) Hello friends, I just wanted to tell you about my experience with Romel doing my taxes. He was very professional and very efficient. I was really satisfied. They gave me the most back. He really did a very good job. Thank you very much Romel for your attention. You are great. (Original) Hola amigos solo quer?a contarles mi experiencia con Romel haciendo mis taxes fue muy profesional y muy eficiente real mente quede satisfecha me regresaron lo m?ximo el de verdad hizo un muy bien trab

(Translated by Google) Very good service (Original) Muy buen servicio

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.