*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.*
3535 Ross Ave Ste 307
San Jose, California 95124
Genaro and team were amazing. We typically file our own return, but sought professional help this year due to a few different tax questions that came up for us in 2024. Every step from delivering our tax documents, to scheduling, to meeting with Genaro, to our wrap-up call was effortless. He and his team were prompt and informative, answering all of our questions and giving us expert advice for 2024 and even looking ahead to 2025. It was very clear that the whole team is passionate about providing exception
Genardo is extremely knowledgeable in his understanding of both Fed and State taxes. He steered me away from a potential problem. He also helped me with responding to a letter from the Franchisee tax Board, which resolved the problem
I'm more than pleased working with this agency, I have my business and my vehicles business policies done through them, as well as my personal taxes and my business taxes and accounting. I got advised and educated on proper ways to structure my business from the mess I had when I started my business and for a small business owner this is just such an incredible help. Thank you for to all the professional, honest and very helpful staff at GMG but specifically to Ingrid and the owner Genaro.
Charged me twice for the service, not the first time theirs been a ?payment problem? here. Bring cash if you plan do to business here.
I was very impressed with the Genaro knowledge they help me with my taxes. Now my company is up-to-date very friendly very professional people. I would definitely recommend Genaro and their team any future taxes, and children related business. Thank you guys,
Thank you so much Genaro Garza State Farmers Insurance and Tax preparation I trust you to do a good job, but you excel in Professionalism, knowledge and patience to teach us what we need to learn in Order to get things Right! "We appreciate the analysis of our tax return." "I am very pleased- Fantastic service." "Very flexible , friendly and accommodating -Highly recommended for everyone in San Jose @ Silicon Valley the AI?s GLOBAL CORE
He?s the best. Smooth easy was done in a matter of minutes. By far the quickest easiest experience I?ve had with my taxes. He helped me save money with the knowledge he has. Even if you?re an employee or a business owner there?s no one better with the 10+ years of experience Genaro has to save you money! P.S the zoom appointment was super convenient!
Allways good information. Never any problems. Good job.....
I needed to have my taxes done but my job limits my availability to after 5 pm. They were able to schedule me in at 5:15. I arrived late and they were still accommodating. Genaro did my taxes and took the time to explain everything to me line by line. That hadn?t been done for me before and really gave me clarity in understanding how my pay check is split up. I really recommend them for your tax needs.
Genaro was great! He helped me save a lot of money and was so kind and easy to talk to. He knew exactly what was needed and made the process so easy. Highly recommend!
Genaro is awesome! He was so helpful and nice, gave me so much info on everything they offer as well as do my taxes in a timely matter. Thank you Genaro! Definitely will be going back (:
Genaro has been helping me do my taxes for many years and has provided great customer service! I recommend him to anyone looking to get their taxes prepared quickly and efficiently.
Genaro is a very professional person and the staff is amazing. I have known genaro for over 14 years, he have helped me over the years with car insurance and tax preparation.
I give it 5 stars without doubt, because year after year Im receive the best service I ever had in tax preparation, I know Genaro Garza for a long time and he?s been preparing my taxes since 2003, he?s the most honest and professional person I ever know, every year he is updating his knowledge on accountability and tax preparation to offer to the public the best options for reimbursement according to the IRS. Maybe another agencies can offer more money but doing breaking the law. So I strongly recommended
Thank you Genaro, you and your team are true professionals in their respective areas. I have already received excellent service with you for 9 years. 100% recommended. Thank you...
Great place to do your tax and insurance, I?m been doing my taxes with them for 5 years already and i only have good experieces.
Best place i have found to do my taxes. Plenty of parking and staff is as friendly as someone can be. A+ service
GMG provide me with an excellent service from the moment I walked in their office, I very highly recommend GMG tax services
Great place for your tax and financial needs. I've been coming here for years and I highly recommend.
Very nice and fast. They know what they are doing, no doubt i will be back! thank you guys
Genaro always doing a gr8 job, Him & his staff are easy to work with, thanks.
Excellent service, caring yet effective!!!
Genaro was great to work with and very knowledgeable.
Mister Genaro, and his team, makes a great job. Thanks
Great customer service ??
Super Helpful!!! Comfortable place ! I LOVE IT!
(Translated by Google) The entire team was very kind, friendly, very well explained, definitely recommended, thank you very much (Original) Muy amables todo el equipo, amigable muy bien explicado definitivamente recomendados, muchas gracias
(Translated by Google) Good afternoon, my name is Aduardo and my wife and I have been doing taxes with Don Genaro for three years. I highly recommend him, he always tries to help us in everything he can and something very important is that you can trust him. (Original) Buenas tardes mi nombre es aduardo y con mi esposa llevamos tres a?os haciendo los taxes con don Genaro. Se los recomiendo much?simo, el siempre trata de ayudarnos en todo lo que est? a su alcance y algo muy importante es que se puede confia
(Translated by Google) Fantastic, very good service, I recommend it 10 out of 10 (Original) Fant?stico muy buen servicio lo recomiendo 10 de 10
(Translated by Google) Excellent service! The entire team is very friendly and professional. I have been doing my taxes with them for over 3 years and have always had an excellent experience. I recommend them 100%. ?????????? (Original) ?Excelente servicio! Todo el equipo es muy amable y profesional. Llevo m?s de 3 a?os haciendo mis impuestos con ellos y siempre he tenido una experiencia excelente. Los recomiendo al 100%. ??????????
(Translated by Google) Excellent work. Throughout the year, we worked with Genaro Garza's team. Our meetings throughout the year prevented us from being stressed during tax season. They helped us prepare the tax forms and organize the paperwork needed to support our tax filing. They helped us prepare our company's profit and loss report. They also did an excellent job managing payroll, workers' comp insurance, and health insurance. Thank you to all the Genaro Garza team. Excellent work. Throughout the year
(Translated by Google) Excellent service from Genaro Garza and team, they have been working on my taxes and multiple insurances for years, 100% recommended. excellent service from Genaro Garza and team, they have been working on my taxes and multiple insurances for years, 100% recommended. (Original) excelente servicio el de Genaro Garza y equipo, hace a?os que trabajan en mis taxes y aseguranzas m?ltiples, recomendables 100%. excellent service from Genaro Garza and team, they have been working on my tax
(Translated by Google) A team of very professional workers in their work, I congratulate them! (Original) Un equipo de trabajadores muy profesionales en su trabajo, los felicito!
(Translated by Google) If you are looking for a place to do your taxes in a well-explained manner and in Spanish, this is your desired place. Excellent personal treatment from Genaro at all times and his entire team have always resolved my doubts and have guided me professionally. A 10 rating is highly recommended if you are in the San Jos? area. (Original) Si buscas un lugar donde hacer tus taxes de manera bien explicada y en espa?ol este es tu lugar deseado , excelente trato personal d e parte de Genaro
(Translated by Google) More than a company, it is a family where you can have all your insurance and services together with excellent human quality and kindness in its workers. They make it easy for you if you can't leave the house and best of all, very good prices to make everything accessible ?????? Super recommended!!! (Original) M?s que una compa??a, es una familia donde puedes tener todos tus seguros y servicios juntos con una excelente calidad humana, amabilidad en sus trabajadores. Te dan facilidad
(Translated by Google) Genaro and his staff always provide me with the best service, the attention they give me, to the business needs related to my taxes and my auto insurance is very professional, I highly recommend Genaro and his company to come and learn about the professionalism they offer both in doing your taxes and in car insurance, life insurance and home insurance. Genaro and his staff always give me the best service, the attention they give me, the business needs related to my taxes and my car i
(Translated by Google) Very good service, Ingrid Genaro and her entire team are one of the best, I recommend them. (Original) Muy buen servicio ingrid genaro y todo su equipo son delos mejores los recomiendo
(Translated by Google) Highly recommended, they have excellent service and personalized attention, the experience is something that is perceived from the first moment that inspires absolute confidence. (Original) Muy recomendable tienen excelente servicio y atencion personalizada, la experiencia es algo que se percibe desde el primer momento que inspira confianza absoluta.
(Translated by Google) experience and quality, his experience and ability to serve his clients, I was very satisfied with his work and I confidently recommend him. (Original) experience and quality su experiencia y capacidad para atender a sus clientes quedo muy satisfecho por su trabajo y con toda confianza lo recomiendo
(Translated by Google) Excellent work by Genaro on my taxes and other services, I would definitely recommend him!! (Original) Excelente trabajo de Genaro sobre mis Taxes y otros servicios ,efectivamente lo recomendar?a ..!!
(Translated by Google) Very kind, they treat me like family and their advice is always helpful. (Original) Muy amables me tratan como en familia y sus consejos siempre alludan
(Translated by Google) Very professional (Original) Muy prefecionales
(Translated by Google) Thank you excellent notary and advisor, I am very grateful (Original) Gracias exelente notario y asesor estoy muy agradecido
(Translated by Google) Excellent service! Thank you (Original) Excelente servicio! Gracias
(Translated by Google) Excellent ?? (Original) Excelente ??
(Translated by Google) 100% recommended (Original) 100% recomendado
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.