*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.*
1002 17th St H
Santa Ana, California 92701
This was one of the most upsetting experiences I?ve ever had with a tax office. They rushed through my documents and told me I owed over $16,000 ? which made no sense. When I questioned it, the preparer dismissed me and wouldn?t take the time to review anything, even after I pointed out a clear mistake. I was asked for ridiculous documents, like my 13-year-old son?s proof of residency. I left the office in tears. Thankfully, I got a second opinion and found out their entire estimate was wrong. I wouldn?t wi
I wish I can give them 0/5 stars for their lack of effort and overall responsibility of my tax services. In the year 2023 of April I got taxes done through them. Choosing a new avenue and one of the worst mistakes and to this day is still affecting me. I have been trying to get 2022 income tax refund supposed to be 1100$. To this day they have not a follow up with me on my income tax returns and have not owned up to their mistakes. I have spent upwards to 2-3 thousands of my own personal finances and not h
Hector A. Garibay was very professional, fast, and efficient. The service and value was 10/10. Absolutely outstanding service by this team. Highly recommend.
Got my 2022 and 2023 tax returns done here. Very friendly service by all staff. Abel helped me out he was very knowledgable. Fair prices and they get the job done the right way. Highly recommend.
My first experience with Garibay Tax Services was exceptional. I learned about this location from a family member and called to make an appointment. However, since it was close to tax day, they recommended that I walk in. I arrived 30 minutes before opening and a line of 10 people quickly formed. To my surprise, they had a convenient QR code by the window where I could input my name and number and be added to a virtual waiting list. This allowed me to leave and come back when it was my turn. After a 35-minu
Not the most professional or best customer service. They got the numbers on my taxes switched, they ?fixed? it with a victim attitude. I still ended up paying the IRS almost $300. Beware!
I have been using this company for over 15 years, I believe. They are awesome! Hector, Bernice and the whole stuff are just wonderful. I have never used anyone else since I first started coming here, when they were on Bristol St. They are professional, understanding and so patient!!
The WORST Service EVER.... Customer Services those young despots, rude, without knowledge and lack of customer service skills. During Tax Season they took my case and they told me very sure of them that they would prepare it as they were given an example of prior taxes and at the time of delivering it, it was half way done, poorly done and there were missing some tax forms. As a result I've got received a fine from irs and when I complained about it to Garibays They never recognized their mistakes and t
I have been coming here consistently every year for eight years. Even though I visit Garibay tax services once a year, I always leave more informed about my taxes than before! They are quick, friendly and professional. Elsa and Hector are an excellent team to have on your side come tax season! Year after year, thank you for your services! You always get me my $!
I just got done doing my taxes here and as always it's an exceptional job by Elsa who also has helped out my parents for the last couple of years! She is very informative and takes her time explaining which is very helpful... we appreciate all of your hard work and we will definitely keep coming back... thank you
I have worked with Elsa for many years now. She is extremely reliable and detail oriented. She works hard to finish our taxes quickly and correctly. Every year I forget to send her something and she calls and emails until I get it right! I?m so thankful to her for her hard work.
Bernice at Garibay Tax Services was wonderful! Am so happy ?? that I found them! We'll be getting all of our taxes done ? there from now on! Also all of the other staff was friendly and polite too and the location was easy to find too!
Their service is so good . I have been going there for the past 3 years and Hector helped me with Filing taxes on these years . He is so knowledgeable and will patiently clarify your questions . He clearly point out the important points on why that can?t happen and when will that be possible . It?s never a one word answer from him and I loved the details . Hector totally deserved 5 stars . I will do my taxes again for the next coming years with him .
Before I went to Elsa I would get audited almost every year and now since I've been going to her for the past 4 years everything has been good I've had no problems. She is awesome!
Hector was amazing, really helped me with filing my taxes, and they are for sure top of the line when it comes to tax skills. Would definitely recommend their firm and i'm forsure using them every year.
My parents have been doing there taxes with them for 30 years ! It's the first time I do my Taxes and the staff is beyond amazing it has been a great experience ! Elsa is such a great lady very kind and very helpful !
I moved out Las Vegas. And Elsa was such an amazing person to help me out. My family has been coming for many years and I will do the same. And it was easy to do my taxes with her.
I honestly recommend this place to everyone I know. My family has been coming here for years. Elsa is very professional and helpful. The staff is always so informative. They answer all your question. I would not trust any other place.
They know how to deal with the tax rules by book
Been coming here for last 9yrs .I have recommended all my family ever since then. Now all siblings and parents come here. Nice and extremely helpful. Keep up the good work
The service here is great, very professional and friendly. My family has been coming here for more than 15 years and have never had a problem. :)
They've been doing my taxes for years, I wouldn't think about doing it on my own! Amazing service and real nice folks! Blessings to my Garibay tax family!!
I love this place, my dad and i wouldn?t go anywhere else! Elsa is the best, we were out of there fast, the staff is very nice !!!!!
Great place, always a lot of information and good news hope you guys stay up for ever. thanks for the last 18 years helping my family.
Hector is awesome! I tell everyone I know about this office. The staff is knowledgeable and always helpful.
Hector and Elsa are very professional and friendly they explain to me every question & know what they're doing!!
Very knowledgeable... lots of experience. Been going to them to do my taxes for over 20 years.
Love the place. Did my taxes within 10 to 15 minutes. Tax payers are really nice.
Great service and the wait time was very short as a walk in on a weekday.
They provide free consultation which is great when you have some questions.
Great service! Reccomend ELSA she's very helpful (:
Awesome place your in and out quick with everything you need definitely recommend coming here all the time.
Really unclear about filing online. At the office it says that they are not open and to go online, but on tier website they have no option to file
I love this place been coming here for 5 years and the price is not bad
Great service! I've been coming here for years.
Im always happy when i walk out ??
There are the best !!!! Thank you very much
Great service highly recommended !
Always Great Service!
Good place ro do taxes.
(Translated by Google) Very friendly and very professional, Jos? Mendieta definitely recommend them, thank you for your service (Original) Muy amables y muy profesionales yo Jos? Mendieta definitivamente los recomiendo, gracias por sus servicio
(Translated by Google) They are very professional for your notarial paperwork. (Original) Son muy profesionales para tu papeleos notariales
(Translated by Google) THE BEST ONE HUNDRED PERCENT RECOMMENDED (Original) LOS MEJORES CIEN POR CIENTO RECOMENDADOS
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.