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HB Liberty Tax

HB Liberty Tax

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, professionalism, and efficiency. Many praise quick, stress-free tax preparation with maximum refunds. Staff are consistently described as friendly, knowledgeable, and welcoming. Several long-term clients emphasize trust and satisfaction over years of service. A few negative comments mention communication issues and scheduling problems, but these are rare exceptions. The consensus shows strong recommendation for reliable, professional tax services with excellent customer care.

About This Listing

Bookkeeping
Tax Preparation
Small Businesses
Individual Taxpayers
QuickBooks

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.*

Features

Bookkeeping
Tax Preparation
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

17398 Beach Blvd

Huntington Beach, California 92647

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-6PM
Tuesday 10AM-6PM
Wednesday 11AM-5PM
Thursday 11AM-6PM
Friday 11AM-5PM
Saturday 11AM-3PM

Customer Reviews

I had an excellent experience with Liberty Tax. My tax preparer Ashley was incredibly professional and informative, guiding me through every step of the process. She made everything simple and stress-free, I was thrilled with the great refund she secured for me. The service was fast, efficient, and top-notch. I highly recommend them to anyone looking for reliable and prompt tax preparation!

My experience was great with Ashley. She was very professional and always keeping me updated on what she was doing. Smooth process I will definitely go back and refer my friends and family ????

First time with Ashley and she is kind, sweet, respectful and efficient! We will be using Ashley next year! We love HB liberty tax co. They have been doing our taxes for ever!! Highly recommend Ashley and company Thanks and God bless

I was helped by the sweetest girl who was very knowledgeable. She knew exactly what she was doing which made me very comfortable. I will definitely be going back to her!!!

Ashley is literally the best ! Never had my taxes done so fast !! She's so professional and amazing at her job!

Ashley and everyone else at Liberty Tax on Beach Blvd in Huntington Beach have been so amazing. My sister and I needed to get our fathers' taxes done and we were so glad we picked this place. We Highly Recommend!!

My husband and I have been clients of Liberty Tax for years. They are professional and always strive to get us as much of a refund as possible. We truly appreciate all of their hard work.

After working in a tax office for 11 years, I decided to take my CTEC course to become a tax preparer. I came across Liberty Tax and though I did everything with Alton, Ashley was our instructor for the class course. Ashley is just a professional guided us with all that was required. From getting our bond, to getting our PTIN with IRS. During our course, we had many questions that were answered professionally. The best attribute Ashley has is her welcoming and warm smile. Thank you Ashley for always being

Ashley had great costumer service. Super friendly and made you feel very comfortable.

I was completely impressed with their professionalism and customer service. Super quick!

Very happy with the services I received. Quick and easy. Thank you Ashley

Seriously, great service! The ladies here are awesome and make filing taxes easy.

Very helpful and very professional. Would 100%recommend coming to this location

Very professional, got everything situated very quickly and smoothed out any wrinkles that came up ?? 10/10 service

If I could give 10 stars, I would! Great tax and notary services. Great team of professional people. Thank you again and again, Liberty Tax of Huntington Beach!!!!

Super fast and super easy! Ashley was wonderful!

This tax place is nice and understanding people I recommend everyone here and I will always go back to this place

Very satisfied with the services. Thank you Ashley.

Great and trustworthy. Got my taxes done right!

Very helpful and quick. The best customer service!!

Very professional curtious and very helpful

Liberty tax was great! She helped maximize my tax return. I will return next year!

I have been a customer at this location for going on 5 years and enjoy the service I have been receiving specifically from Magdalena. She has been so professional, helpful and very friendly with all the questions I've had the past few years. She is my go to tax preparer and I am looking forward growing with her and Liberty Tax in HB.

Excellent experience, Ashley was awesome ??

Through the years they have always been so helpful and understanding in all my current situations. Quinn was so knowledgeable and personable she gets 10 stars in my opinion.

All details are processed nothing has ever been overlooked! Alton gets the best money back possible! I been a client for 10 years! And God willing another 10 years.

I have been going to Magda for many years, almost 5 years in a row, and her fees seemed to rise every year. She's always had bad communication, leaving voicemails in Spanish when no one spoke Spanish in my household. Her last argument was about the emails I sent of my w2s via email were clear on the computer, but not when she printed them. This year she refuses to tell me her fees and claimed I wanted to add dependent when I clearly asked to file single. Won't be working with her this year.... do not recomm

Always do a great job

Professional and very quick period

Magda has been doing our taxes for 4 years now great communication and very professional I enjoy going to her when it comes to my taxes. Thank you

Very helpful and fast

I made a noon appointment and confirmed it that morning. At 12:15pm, the tax preparer still hadn't arrived. I left and cancelled my boyfriend's 4pm appointment.

Quick and easy process

Great customer service !

Nice people. Great work. They don't rush through your tax return they just do it right.

All I got to say is the guy know what he's doing 100%

(Translated by Google) Excellent service from Miss Ashley Valenzuela (Original) Excellente servicio de la se?orita Ashley Valenzuela

(Translated by Google) Very good service (Original) Muy buena atenci?n

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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