*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.*
1652 Alum Rock Ave
San Jose, California 95116
Have been going here for years and had a great experience. Last year we noticed an increased cost in our tax preparations, once I inquired they explained the reason and gave me a discount. I wasn't stoked but I understood. And thats how we got here. I called to inquire about doing our taxes with them again, the customer service rep indicated that there is a $45 dollar fee just to give us an estimate on the cost of tax preparation. If we decided to do them, they would apply that as a credit. That does not si
I've been coming to Flores Services for 4+. She's been always so helpful. This year she helped complete my small LLC business Tax and get the most refund possible. Thanks Angelica for everything.
I've been coming to the Flores tax office for years, and they're always super helpful and knowledgeable. They make doing your taxes super easy. Definitely recommend!
It's my 2nd year going with them. Great customer service. Very professional at what they do. I highly recommend them to anyone.
Very professional and made the whole process fast and easy. Answered all questions and concerns. Will return for sure.
Fast, friendly, professional service. Super affordable. I was in and out in less than an hour. 10 out of 10.
great service and excellent attitude when it comes to helping our their customers.
I have gotten my taxes done here for two years and it has always been super quick and professional. The staff are always friendly and willing to answer any questions I have for them.
Great service from the entire team. Originally I did my taxes elsewhere and the person who did them messed up and I was audited by the IRS owing over 2k. I came to Flores Income Tax and Real Estate for help and they were able to help fix what the other person had done. I definitely recommend this place, everyone is friendly and knowledgeable.
They did my taxes quick and easy. Their process was really straightforward, and the staff was super friendly.
Excellent service, thank you Angelica
Brenda is awesome. She took care of my past tax problems with the state and is very professional and encouraging. I appreciate Brenda making me feel ad ease with my tax problems!!! Thank you Brenda!!!!
So my cousin and I when there to file and he got charged with $105 when the short form said $25. Maybe I'm missing something here i was so surprised when he told me that. 105? Not that I'm complaining but goodness. Even turbo tax don't charge you that much. I just want people to know this because i feel my cousin is ripped off. Just saying out loud in public.
Fast, friendly, courteous service. The office is very professional and took care of my paperwork fast. Extremely helpful and friendly staff.
Great help, answered all my quedtions, explained everything in detail. Great customer service.
Good experience with them. They answer my questions and concerns on time.
Worst place to do taxes. Last time I ever go to this place or refer someone
(Translated by Google) Excellent service for everyone in the office, everyone is very friendly and very patient. But especially for Mrs. Angelica and Brenda who always help us with our questions and taxes. (Original) Excelente servicio para todos en la oficina muy amables y muy pacientes todos. Pero especialmente para la Sra. Angelica y Brenda que siempre nos ayudan con nuestras preguntas y taxes.
(Translated by Google) Very friendly, they help you with any questions you may have. I recommend them 100%. Every year I make my taxis. (Original) muy amables te ayudan con cual quier duda que tengas se los recomiendo al 100 yo cada a?o ago mis taxis ai
(Translated by Google) Excellent service, very friendly, they helped me in my case from Daca, I went to another one and they didn't help me like here, I recommend them 100%, thank you very much, Flores Profesional Services Inc!!!?????????? (Original) excelente servicio muy amables me ayudaron en mi caso de daca yo avia hido a otro y no me ayudaron como aki se los recomiendo 100% muchas gracias flores profesional services inc!!!??????????
(Translated by Google) Very friendly place and very helpful. Very friendly and help you with any questions you may have, thank you. (Original) Very friendly place and very helpful. Muy amables y te ayudan con cualquier duda que uno tenga gracias.
(Translated by Google) I had a bad experience, I won't return to that place. (Original) Tuve una mala experiencia, yo no regreso a ese lugar.
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.