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Hacienda Insurance Services

Hacienda Insurance Services

Reviews Summary

The consensus is overwhelmingly positive, with most reviewers praising excellent service, professionalism, and helpful staff. Many highlight long-term satisfaction, recommending the business to others. Specific strengths include friendly bilingual staff, efficient tax services, and exceptional customer care. A small minority express serious concerns about dishonesty and withheld refunds, but these are rare compared to the numerous glowing reviews celebrating consistent quality over years of service.

About This Listing

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

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.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Contact Information

Address

1124 N Hacienda Blvd

La Puente, California 91744

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-7PM
Tuesday 10AM-7PM
Wednesday 10AM-7PM
Thursday 10AM-7PM
Friday 10AM-7PM
Saturday 10AM-4PM

Customer Reviews

Best place in La Puente to get your taxes, insurance and DMV services! All staff is really nice. They were also able to help my mom over the phone.

Best place,Olga is a awesome lady,she does taxes and dmv + insurance and she has good service and prices, very professional...

Came here for certificate of titles for my trucks and they helped me with everything. Very professional and friendly.I definitely recommend this place if you need any of their services.

Olga and her team go above and beyond for anything you need. They are all very friendly. The customer service every time is amazing. I have been going for 4+ years and I never leave feeling unsatisfied. They're bilingual. Thank you Olga ! For always taking care of me :)

Great experience. Olga is the best because she is very knowledgeable, honest, humble and helpful. I've coming to do my taxes for years. Try this office out you won't regret it.

Olga is the best, she is so helpful with taxes. I would recommend her to anyone. We have been going to her for over 5 years and we couldn't be happier. Thank you Olga .

I always get stressed when it's time to file my taxes ???????, but for the past two years, it's been great coming to Olga to get my taxes done. She's very friendly and answered all my questions. I recommend going to her and I have referred family and friends to her office. Thanks again Olga, you're the best. ????

Been coming with Olga for 3 years now. Was recommended by q family member and it was a great choice. She is always very helpful but there is a wait because she is always so busy. But it's not a problem.

This is the place to do your taxes!! Olga has always treated us so well. She is so helpful and knowledgeable and the staff is always so welcoming. I refuse to go anywhere else.

Worst service experience ever, Specially with Olga, I would never go back to that place, migrations services took forever, very unprofessional and procrastinating person, didn't want to give me all my documents back. Since I told her that I didn't want his services anymore. Horrible. She start insulting me and i don't even disrespect her. Worst service. With taxes services same, i pay the full amount for his services and she didn't do anything. Very unprofessional, i would recommend to anyone never go to th

We've been coming to Hacienda insurance services for many years to file our taxes, Olga is amazing and super professional, we would not trust anyone else. We rather drive 1 hour and 30 minutes and be sure that our taxes are done by a professional!!

Love coming here, have been for 11 years now, with Olga. Olga is always very helpful and will recommend to others. Great customer service. Thank you very much! Staff is great

Ms. Olga Sepulveda is a wonderful person. She knows her job real good. I recommend her to anyone who wants their Tax done well. Exceptional professional service she offers.

The staff at Hacienda Insurance is professional and helpful. Emily has been helping me with my taxes for a few years now. She is very friendly and always provides exceptional service!

I came across Hacienda Insurance while driving by today. I was looking for a tax service business where I could easily get my taxes done and this was the right place for it! It's also close to where I live in Azusa which was really convenient as well as affordable. I was greeted by Ana who is very professional, friendly and very thorough. I can't thank her enough and highly recommend her services.

I've been a customer of Hacienda Insurance for over 10 years! Olga has always helped me with my taxes and any questions or concerns I've had. She's really the best!! If you're looking to do your taxes ask for Olga or Emily? ????

This is my second year going to Hacienda Insurance Services to complete my taxes, and I have nothing but great things to say. The staff is friendly and professional. Emilia is my go-to person, and I highly recommend going to her for your tax needs.

This is my second time coming to this place, and I regret not coming last year. The service here is amazing and Olga always does a great job. I definitely recommend this place for any working individual.

I've been a stay-at-home mom for about 8 years now I haven't filed my taxes in a while so I decided to call Emily and asked if I could come in and do taxes with her, I went in that exact day and filed my taxes with her, she was super friendly and super helpful.

I've been coming to Olga Sepulveda for a few years now n it's been a great experience. I highly recommend her at Hacienda Insurance to friends,family, co-workers even ur ex. U won't regret it. Thank you Olga for all your help n hard work.

We have always gone with Olga Sep?lveda for our taxes needs. She is very professional and always very accurate in her work. My brother in law also goes and does her raves with her. I would highly recommend going to Hacienda Insurance for all your needs getting your taxes done, car insurance and other services they offer.

Great Service & I'm so happy with Ms. Olga?s Professional Service & great work for her Clients. I will recommend her to friends anytime & any day

Very friendly, welcoming, fast and helps you in all your needs. Love how Olga Selpulveda works and her personality

Olga is always very helpful and welcoming! I went in early and they had coffee and pan dulce so that was awesome!

Very welcoming and simple, Emily Villalobos really helped me out as for doing my taxes for my first time. A great service and will come again.

I've been coming to Hacienda insurance for a couple years now, Olga has been wonder great and quick service. Definitely recommend this location for any service needed

Olga is an extreme professional and really knows her taxes. She's an exceptional tax preparer and I highly recommend her. Mark

Olga has been my to go to person for the past 5 years. Very helpful and answers all your questions! Highly recommend

I loved this please end the personnel en Olga Oh my God! She is so good and nice and cool! I do recommend this place!

This place so amazing been coming for 3 years now, and all I can say was a never going anywhere else. Would definitely recommend this place and staff is always friendly and on point!!!!

emilia has done our taxes for 20 years. we also have our auro insurance here. she even brings me my hit tea to her desk. great service

Olga was amazing! Always very helpful! I've been coming here for three years and never disappoints.

Minimum we have been coming with Olga Sep?lveda to do our taxes 20 years ago. She treats us excellent,perfect, she's very good.

Have been coming here for several years. Love the service!! Highly recommend Olga and her team!!!

Every year doing my tax?s with Olga is a great experience. Only person I trust doing my tax?s, Will be back next year.

I've been coming here for three years and Olga has always been very helpful. Great service!

Emily had great customer service she helped me with my taxes and I was very pleased thank you Emily for the work you have done for me this year much appreciated ????

Very friendly staff and my tax preparer is very knowledgeable and got me everything she could. I will definitely be coming back next year.

Emilia has been filing my taxes for 5 years now if im not mistaken. She is excellent and everyone here is always so nice

Great customer service Olga is the best known her for over 30 years and she is still the same

Olga always does a great job with tax preparations. I would highly recommend her services!

Always a pleasure great customer service no one like Olga she's the best

I have been filing my income taxes with Olga Sepulveda for the last seven years and her work has been excellent, I highly recommend her as tax consultant.

Professional and to the point. Got my taxes done efficiently and fast.They try to get you the best refund possible. Would definately recommend coming here to get your taxes done.

Emilio villalobos has been doing our taxes for 20 years. She is the ONLY person that has some our taxes. My children and brother's also come. Very content

my wife and i have been coming with olga sepulveda for 10 years. i feel excellent coming out of her office always a pleasure.

Olga the tax agent was incredibly fast and took care of things in a timely manner. Highly recommend 10/10

Everyone that has gone here I recommend you check your refund with the irs because she known of robbing a $1000 from each person If I can give 0 star I would/ they rob you You will see your irs refund does not match the account given to you

This company is dishonest, they take your money. Check your taxes by personally calling the IRS to make sure that you got back what you were supposed to. They have taken money from a few of my family members anf friends. Now that I am trying to file with another company they are withholding personal information that does not allow me to file. THEY ARE CROOKS!!!

Olga is a professional in her industry besides being of great service she has now become a family friend

Olga does such an amazing job Very attentive and know what she's doing

Great service we have been seeing Olga for years and very satisfied with our tax services.

Very professional , kind and loving to her customers. She always accommodate person to any circumstances. She is excellent person.

Great costumer service with plenty of knowledge in all your tax needs and dmv I highly recommend this place . Also bilingual and fair and affordable prices

Olga provided excellent customer service and made my visit quick and easy.

Positive experience. Staff is friendly and efficient. They get you in and out as soon as they can during a busy tax time.

Great service and very friendly! Definitely coming back to do my taxes here again.

Great service at this location! Olga was great! Thank you so much.

We have been our taxes for two years now with Olga sepulveda abs we are very satisfied with her work.

I absolutely love this place the patience and attention to detail. Would definitely recommend their services

The best place to do your taxes... I've been going here before I was married and before they moved to this building....Always excellent service and awesome employees.

Hacienda Insurance Services always takes care of me. They are amazing and Olga Sepulveda is the best.

Service is always A+ I've been coming here for years they treat me like family highly recommended

Olga is very fast and efficient! Would definitely recommend.

I love this place the staff is really nice and helpful been with them for many years now.excellent work and staff

I met a celebrity in hacienda insurance..it was so awesone i was star struck..but all honesty ive been coming here for the past 9 years and they have but nothing but great everytime come in..so i recommend everyone to stop by.#didntgetaautographfromana

I been going with Hacienda Insurance for years wouldn't change a thing . Emily is the best . real ppl with great customer service

Best place to do your taxes. They are helpful in all the services they provide. Thank you.

Love it here, they treat you right! Been coming here all my life

Excellent service ??took care of me and my business at hand thank you for a wonderful experience

Emilia is the best rest. My family and I have been going to her for years . Thank you Emilia ??

Always quick service, always take emilia.. Helpful and friendly staff, been coming here for 5 year already and will continue to return

Been coming here for a long time, love the service. Very professional!

I do my taxes there, Ms Emily and the staff is very helpful and very nice. Thank you! For all your help.

I've been doing my taxes since 2016 here never been disappointed. Thanks to the staff stress free !

Very professional job and attentive at all my questions im wry happy with Emiliana Notary public

She's a wonderful person that's why I do my taxis every year and my car insurance with her

Very good agent too work with and do your taxes with, have years doing with my taxes with this agent excellent worker .

Great service very diligent on doing taxes a nice place to come for your Tax and insurance needs

Thank you. Familia is excellent. Very grateful n happy to come here to do my taxes. Miguel

Excellent service, really nice and polite...highly recommend this place ????

Olga is a good tax lady she has been doing my taxes for 5 years and I'll never change her as a tax person

5 years with ohga very good service And preciate all that she done for us

I appreciate their patience and quick service ! Definitely recommend on coming !

I'm always pleased with my visit with a Emily. Shes always very helpful.????

Staff is always friendly and willing to help. Best insurance services! Will come back again.

Very excellent work and efficient, I recommend everyone who needs taxes done.

Very helpful and fast! I love coming here. Highly recommend!!!

Frequently Asked Questions

What qualifications should I look for in a CPA?

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.

How do I find a CPA in my area?

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.

What’s the difference between a CPA and an accountant?

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.

How do I know if a CPA specializes in my needs?

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.

Should I check a CPA’s reviews before hiring?

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.

How can I verify a CPA’s license?

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.

What questions should I ask during a CPA consultation?

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.

How much should I expect to pay for a CPA’s services?

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.

Can I work with a CPA remotely?

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.

How do I assess a CPA’s communication skills?

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.

What red flags should I watch for when screening a CPA?

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.

Should I choose a CPA from a large firm or a solo practitioner?

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.

How often should I meet with my CPA?

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.

Can a CPA help with both personal and business finances?

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.

What should I do if I’m not satisfied with my CPA?

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.

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