*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.*
2470 Berryessa Rd # F
San Jose, California 95133
elizabeth was very helpful and was able to break down any questions i had and how to be able to prepare to the next time i come in for 2025 . very impressed and will recommend to others
We had a great first consultation experience with Melida, she gave us a lot of very helpful information we did not know about regarding our business. Will be working with her moving forward!
Third year in a row and as always it's such a pleasant experience super communicative and open, as well informing us with what certain things mean in a positive and professional manner, most definitely will coming again year after year
Absolutely loved it here. Very friendly and welcoming staff. It was my first time filing and everybody was very helpful in guiding me to what I needed to do. Melida herself is very lovely and helpful. Very informative with what is being filed and shown to you. 5 stars will be returning again.
Quick, thoughtful and prepared service, super informative would recommend 100%
I would like to Thank Melida and the entire staff at GPS for their amazing service. It was our first time there getting our taxes done. They were very helpful answering our questions and very informative. We look forward going back in the near future. I would definitely recommend GPS to my family members , friends and colleagues .
Great service! And reasonably priced compared to others. Elizabeth Villa was very kind, welcoming and knowledgeable. Marlene Chavoya was welcoming and helpful every time.
Really bad communication. We were never able to communicate with Melida. We had multiple misunderstandings with her staff because of their lack of communication within the office. We tried letting them know we were frustrated as new business owners and Melida sent us a very condescending email. We tried calling to let her know what was going on, but she was always ?too busy.? I even emailed her to call us back and she never did. For more details read below: Misunderstanding #1: An employee told us we didn
Hi I am very please to share how great GPS has been since I started doing my business and personal taxes first of all they are very friendly and professional and helpful Melida and staff, I highly recommend GPS for business and personal taxes. Melida always puts us updated on new laws and regulations for our small business owners that's and A-plus for GPS
The GPS team is first class! I've been coming to them for years without any problems. They most recently helped me with an audit, and knowing they had my back, I wasn't worried in the slightest.
I've been coming here for a few years now. It's always a great experience. I'm usually in and out in a timely manner and the staff is always friendly. Thank you so much
Very good and pleasant customer service. Very profesional and reliable staff I Highly recommend GPS.
Very professional, very friendly Melida has such a great energy and explain everything very well.
Awesome service, client since 2019 wont go anywhere. Thank you GPS
Awsome service! Recommend to everybody . Great team!
Really good service. Easy as 1,2,3
(Translated by Google) Very grateful for the services and attention of Melida and her team. Highly recommended. Without a doubt, my Los Viejos Plastering business has grown tremendously thanks to their step-by-step support. (Original) Muy agradecido con los servicios y la mentir?a de Melida y su equipo. Muy recomendable, sin lugar a duda mi negocio Los Viejos Plastering ha crecido al m?ximo gracias a la ayuda paso a paso.
(Translated by Google) The experience was very nice when they treat you with love and passion. It is a pleasure to return and have loyalty to the best place in preparing our taxes. We highly recommend it, go and be sure that you will not regret it. Blessings and many thanks to the entire GPS Tax team. (Original) Fue muy linda la experiencia cuando te tratan con cari?o y pasion es un placer regresar y tener lealtad al mejor lugar en preparaci?n de nuestros impuestos Nosotros te lo recomendamos altamente ve
(Translated by Google) Excellent work ?? thank you for all your advice and helping us grow Professionally and our businesses. GPS excellent work team. Thank you Melida for being my mentor in business. (Original) Excelente trabajo ?? gracias por todos sus consejos y ayudarnos a crecer Profesional y a nuestros negocios. GPS exelente equipo de trabajo. Gracias Melida por ser mi mentora en los negocios.
(Translated by Google) Excellent place, with excellent treatment of people and excellent attention, they clarified all my doubts and details. (Original) Excelente lugar, con un excelente trato a las personas y con una atenci?n excelente ?, aclararon todas mis dudas y detalles.
(Translated by Google) Very good service. They are all very friendly and efficient in their work. (Original) Muy buen servicio. Todos son muy amables y eficaz en su trabajo.
(Translated by Google) I would highly recommend this place. Good service, and the staff is really kind. Truly professional for small businesses and staff. I recommend this place. They have very good service, and the staff are very friendly. Very professional for small businesses and staff. (Original) I would highly recommend. Good service and the staff is really kind. Really professional for small enterprises and personnel. Yo recomiendo este lugar. Tienen muy buen servicio y las trabajadoras son muy amabl
(Translated by Google) Melida and her team have helped me for years. From personal taxes to business taxes, I have never had a problem. So, if you have reliable equipment, you can use the GPS. (Original) Melida y su equipo me han ayudado por a?os. Desde impuestos personales hasta los de negocios, nunca e tenido un problema. As? que, el que ocupe un equipo fidedignos, llegu? le al GPS.
(Translated by Google) We have been working with Melida for more than 7 years and she has helped us grow our Company. She supported us from the beginning and each time she is supporting us and does our accounting. I recommend her. ?? Her entire team is very friendly and helpful. (Original) Nosotros tenemos trabajando con Melida por mas de 7 anos y ella nos a ayudado a crecer nuestra Compa??a nos apoyo desde el principio y cada vez esta apoyandonos y lleva nuestra contabilidad yo la recomindo al ??
(Translated by Google) Excellent service, all the staff are very friendly and professional, Juan assisted me and it was my first time doing my taxes and I was very satisfied with the service provided to me. I recommend them 100% (Original) Excelente servicio todo el personal es muy amable y profesional, me atendi? Juan y era mi primer vez haciendo mis impuestos y quede muy satisfecha con el servicio que se me brind?. los recomiendo al 100%
(Translated by Google) Excellent service, professional staff (Original) Excelente servicio , personal profesional
(Translated by Google) Terrible service! They did my taxes wrong, today they scheduled an appointment for me at 9am and Melida never arrived. They wasted my time. I don't recommend it (Original) P?simo serv?cio! Me hicieron mis impuestos mal, hoy me agendaron una cita a las 9am y Melida nunca lleg?. Me hicieron perder mi tiempo. No lo recomiendo
(Translated by Google) They're the best, excellent service, 100% professional, thank you for your thoughtful attention. God bless you. (Original) Son lo m?ximo, excelente servicio son profesionales al 100% gracias por sus finas atenciones. Dios les bendiga.
(Translated by Google) Excellent service. Very professional and very friendly. I recommend it (Original) Excelente servicio. Muy profesionales y muy amables..lo recomiendo
(Translated by Google) Commitment Professionalism and Family factors that encourage us to continue being highly satisfied clients towards the future together, thank you very much GPS (Original) Compromiso Profesionalismo y Familia factores que insitan a seguir siendo clientes con mucha satisfacciones hacia el futuro juntos muchas gracias GPS
(Translated by Google) Thanks to Gps and Melida for helping me with the elevators and for keeping the accounting of my small business. God bless you and may you continue to be successful (Original) Gracias a Gps y Melida por ayudarme con las ascensorias y por llevar la contabilidad de mi peque?o emprendimiento. Dios los bendiga y que sigan teniendo ?xito
(Translated by Google) Very good service, always friendly, attentive, thank you! (Original) Mui bien service siempre amable atentos gracias!
(Translated by Google) Very good service, super professional and above all very friendly (Original) Muy buen servicio super profesionales y sobretodo muy amables
(Translated by Google) Excellent company, Melida is always attentive and all her work is done with great professionalism, (Original) Excelente empresa, Melida siempre atenta y todo su trabajo es con un gran profesionalismo,
(Translated by Google) I can't say another word other than ?thank you? to GPS because it helped me register my business and guided me step by step to do things in the best way. (Original) No puedo decir otra palabra m?s que ?gracias? a gps porque me ayud? a registrar mi negocio me a orientado paso a paso para hacer las cosas de la mejor manera.
(Translated by Google) Excellent service. Thank you so much (Original) Excelente servicio. Muchas Gracias
(Translated by Google) Excellent (Original) Excelente
(Translated by Google) Very friendly, pleasant and professional (Original) Muy amables , agradables y profesionales
(Translated by Google) Excellent service!!! Very professional. (Original) Excelente servicio!!! Muy profesionales.
(Translated by Google) Complete satisfaction, thank you very much. (Original) Completa satisfacci?n muchas gracias.
(Translated by Google) Good service (Original) Buen servicio
(Translated by Google) Very professional, thank you (Original) Muy profesionales, gracias
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.