*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.*
17782 17th St #111
Tustin, California 92780
John and his team are remarkable! I have been using their services for over 5 years now. I have had 3 team members work on my business and personal filings over the yearsas they come and go but the past 2 years Melina Cao has been my go to and she is such a pleasure to work with. By far the best of the 3 advisors over the many years, not that the others were bad. But she is amazing! So helpful, always a delight to speak and work with. You will be in great hands no matter your situation with this CPA firm. B
John is a great person, very knowledgeable, a community giver, and so much more. Highly recommended. He got me out of a big IRS tax jam - I was wrongly penalized for a 401k withdrawal, and he got me the refund.
I?ve been working with John Gonzalez for about two years now. I would have to say that without a doubt, he is one of the most skilled CPAs that I?ve ever worked with. John not only has a great understanding of tax preparation, he also is very good with minimizing my tax liability. The thing I love about John most is that he is passionate about what he does. That passion translates into advice that helps reduce my taxes. I cannot begin to express my gratitude for John and what he does for my company. I woul
I contacted John Gonzalez after reading some great reviews online. I met with John directly and he was very thorough in the consultation. His team exceeded my already high expectations with excellent work. I would definitely recommend the Gonzalez team for any accounting or tax related issues!
When we started our business in 2012 and had to run itemized taxes for the first time, we started with H&R Block. After they went into their computer to input our answers to systematic questions, they showed that we owe an additional $6k to the government. I was referred to John and his team from a friend, so we went in for consultation. Instead of just entering info into a computer, John wanted to learn about the business first. His value was clear, he understands small business and how to structure th
I worked with John and his team for over 10 years. They've always been up-front, honest and punctual. I had originally come to John after being audited, since we had hired a company promising large returns and they were federally audited (and all their clients). John helped clean up the mess, and continues to be a trusted advisor. I highly recommend their services.
Hard to believe I know, but John Gonzalez is experienced and well knowledge CPA I have ever met !! Professionalism, experience and answers right away make the difference between him and so many others CPA's. Him and his team guide us with our business admin to be successful and enjoy been productive with peace of mind.
Where do we start........ We sent the Gonzalez CPA Group 5 years of unaddressed tax issues. Not only did they communicate directly with the IRS and the State Treasuries, but they did it in a very timely manor, and extremely inexpensive. If you are hounded by tax issues, either the feds or the state, don't look around........use The Gonzalez CPA Group..... We do not work for, or are affiliated with them at all, but we sure do endorse their service. Thank you for your help guys! Barry and Kim
If you are a business owner you need to consider meeting Hugo Gonzalez and his team. If you are a small business owner YOU NEED THIS FIRM!! They have by far exceeded my expectations. You will be dealing with competent staff who work efficiently to handle your business and tax needs.
John & Gonzalez CPA has been my corporate and personal CPA for over 10 years. I refer everyone to him and will continue to do so with confidence.
Worst CPA ever. In one year, we went from getting a large return to owing $20k based on his terrible advice. He does not respond to phone calls, emails and regularly cancels or double books meetings. DO NOT GO TO THIS CPA UNLESS YOU WANT TO LOSE MONEY!!!!
DEFINITELY WORTH MY 5-STAR REVIEW! WESLEY SHIN IS MY CPA AND THE PERSON THAT I REFER ALL OF MY CLIENTS TO. WESLEY IS EXTREMELY KNOWLEDGEABLE WHEN IT COMES TO REAL ESTATE TAX QUESTIONS AND HIS EXPERTISE HAS NOT BEEN BEAT OUT BY ANY OTHER CPA OR TAX PERSON I HAVE EVER MET. HIGHLY RECOMMEND. THANK YOU GONZALEZ CPA & ESPECIALLY TO WESLEY FOR TAKING CARE OF MY TAX NEEDS!
Excellent CPA I have used them for several years and they always do good work and they are affordable. Highly recommended.
Great and friendly service. I have out of state taxes that they also do very well. Have been using them for over 5 years without any issues.
Hugo went out of his way to consider all the options and give me some really sound advise. I'd recommend him to anyone looking for tax advise.
Horrendously overpriced, Poor customer service, but they were able to file my taxes.
Great experience working With John And staff, been going there for years.
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.