Help U Save Insurance

Help U Save Insurance

Reviews Summary

Most reviews are highly positive (5-star), praising excellent customer service, friendly and helpful staff, affordable rates, and professional tax assistance. Many customers have been loyal for years, recommending the services. A few negative reviews (1-star) mention issues with refunds, billing errors, and feeling uncomfortable with certain staff members. Overall, the business is well-regarded for its attentive service and long-term customer relationships, though some isolated complaints highlight areas for improvement in handling disputes and communication.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Bilingual Services

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

Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Individual Taxpayers
QuickBooks
Multi-state Experience
Bilingual Services

Contact Information

Address

1150 N Harbor Blvd #124

Anaheim, California 92801

Hours

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

Customer Reviews

Help U Save has been my insurance supporters for years! They take the time and give you the best possible pricing and insurance provider, I really appreciate them as a team but Evelyn really goes above and beyond. Thank you so much for all the help throughout the years HIGHLY RECOMMEND ?

This place is the best , they are really nice and helped me get good coverage. I highly recommend them????

I've been with help u save for over 10 years always very helpful and very supportive and fast to get what I need ! Thank u help u save !

This place gives good deals. I highly recommend them. Isabel is really nice.

Hello everyone I am very satisfied with my insurance agency. I am one of those type of person that is always forgetting to pay my insurance and someway somehow she always manages to help me out where I still have my insurance thank you so much ??

Protect yourself and your loved ones with Help U Save Insurance in Anaheim. They have a dedicated team committed to providing you with the most affordable car insurance rates possible, without compromising on quality coverage. They offer personalized service and expert guidance, you can find the perfect policy to fit your needs and budget. Trust Help U Save to keep you safe on the road. El duenio Anthony Flores es una persona seria y muy profesional, yo quede muy contento con sus servicios......

I have been going to Anthony and Berto at Help U Save for about 5-6 years now. They are both awesome and make getting my taxes done so quick and easy. Their office is always so clean and all of the staff members are friendly and professional. I highly recommend getting your taxes done here! They also offer many other services for an affordable price!

Wow, This has been the best place to file my taxes Anthony Flores is a rockstar with all his clients very kind hearted individual as I was sitting waiting all customers came out with a smile . He educated me on my taxes like no one ever did. Great place to do business . Also got my certif?cate if Insurance from here Evelyn Help me get the best rate !! Thank you guys

Just got insurance for 2 cars over the phone! Only took maybe 20 min.

I did my taxes with this company and they owe me money, still only paid me part what was due back to me on my state taxes. I had no idea my state taxes went into their account. I have tried many times to contact tax preparer Anthony he has only given me run around and his co workers tell me he is always out of the office. I would not trust them at all. Going to look into legal action and notify the state tax board. Follow up 05/27/23 they did pay me the remainder of my money. Thank you. I really did like th

This insurance office has the best rates in town. After getting a DUI I been dealing with lots of high rates with other brokers and these guys just save me over 80.00 bucks per month !! They explain everything in detail and have me a bunch of options. I came in today to make my last payment and guess what. It was FREE !!! Yes FREE the program they sign me up with gives me my last month free! So great fun now I have an additional 200 bucks to spend this long weekend ??????. I highly recommend this office it

a few weeks ago i received a letter from the IRS in regards to a balance for the year of 2016.(which can happen to anyone) i was a little concerned and brought it in. My taxpayer and his assistant were very helpful . She helped me do a letter and she sent it over to the IRS. a few days ago i received a response back from the IRS stating my balance is clear. Great News!!! i know its hard to please everyone, but im very thankful for their help. They build a great relationship with their clients and know e

I have been with helpusave insurance for the past 10 years. I have never had a problem with them. They have the best costumer service, very friendly and very efficient. I have recommended many many friends and family and they always tell me how easy and fast it is to get insurance at any of their locations. I will definitely continue to recommend helpusave. Best rates and if you are looking for insurance This is the place to go won't be disappointed.

Great place ! Highly recommended. When ever I have a question or concern Isabel is responsive. Isabel was able to find a very reasonable price for me to pay for my car insurance. I have been a customer for over 4 years and so far have been happy with their service.

We've come to Help U Save for 7 years now, we always get great service and the staff is always friendly. Stephanie is very fast, efficient, and communicative, even helped us when we had questions outside of tax season. Thanks Stephanie!

I WOULD NEVER TRUST THESE PEOPLE WITH MY INSURANCE NEEDS AGAIN!!! I have been waiting on a refund for a month regarding a bunch of errors made on my policies by there employee Lucy and Isabel the manager has yet to correct the situation. There CROOKS!!! I'm about to call the California department of insurance and the BBB at this time. This is Just HORRIBLE? I refused services and they still took money off my card and sent in a policy with my money attached basically collecting a commission ?THEY DONT DESERV

Evelyn was great , She was really patient helping me out getting me the best and good quotes for my Insurance .

Evelyn was very helpful in helping with adding a vehicle for insurance as well as registration . It was urgent to get it done asap due to it being impounded . She went out of her way to ensure we had everything in order to get our car back! Definitely went above and beyond for our family! ??

Wow , this place is great - the staff they have here is amazing. I came in for some auto insurance and they saved me over 600 dollars. The girls here have great service and very helpful. I also had them do my taxes and Anthony is super cool help me understand how taxes work. Come check them out for insurance and income taxes all in one shop.

Help u save insurance have been taking care of my insurance needs for a while and I am happy with their services and rates. Evelyn has always been on top of her game in providing professional insurance services for my self and other customers. I will highly recommend trusting Helpusave for your all your auto insurance needs whether you are a private individual or business.

I was referred to this insurance office and the buddy was not kidding. The rates are awesome but beside that the agent Gus, went over all coverages with me so I choose the beta option. Great people working here. Nice looking office as well.

Nancy was by far one of the best tax agents that has help me out. She was very efficient & professional. I was 100% satisfied with her service, definitely coming back.

I have been doing my taxes here for years! Nothing but the best service around, I've referred countless friends and family members and will continue to do so. I appreciate the hardwork and dedication they offer ??

I've been coming here for a few years now. Anthony and his tax team are the best and very professional . I go with Nancy she's very kind and has been extremely helpful , Always has answers for me about any questions I may have. I Definitely recommend this place! For taxes & or insurance.

Help Less Insurance, I can't believe they work with companies that they cancel you policy with out you knowing!!!!!! Save your self a hard time and look for other options!!!!! Also, when you have questions or concerns with you policy.. guess what??? They will ask you to contact them directly. Thank you Help You Less :)

This was the first year doing my taxes here. I had a good experience, I was helped out by Nancy. She was nice and very helpful. I would recommend coming in and having her help you. You won't regret it.

Best Tax Place Ever! Anthony Flores and his team will impress clients and will deliver the best results ? highly recommend!

Evelyn was super helpful and patient with me while I added a new vehicle to my policy. She's kind and I'm glad she was able to assist me in the process. Thanks again Evelyn! ??

Being a young class adult I was trying to find the best possible rate for my auto insurance and i google insurance and this place came up and it was down the street from my house . It's a one stop shop they search for me with a bunch of companies and found me the best rate for my budget . Nice clean office and good looking people also . This is the spot for all your insurance and also income tax needs .

I been coming here to HelpUsave save for over 7 years , I been having insurance with Anthony Flores since 2005 these guys have always looked out for me like family. If they were doing anything bad they would not be in business this long. Business have haters all the time cuz you can't please every single customer. I have done my income taxes also I am please to be part of this amazing agency . Stop by for some true long term business .

I really recommend this place. Great employees, to be specific; Isabel, she was very helpful when it came to choosing my insurance plan. She was very friendly. Highly recommend !

Always professional, all the staff is very friendly. They will remember you since day one, i been coming here for years and they always find a way to help you in any need you have. My family and i will never change them to any other place, our taxes and insurance is what keeps us coming here!

I love this place. They are very helpful and friendly. Martina always goes out of her way to help. I don't have to worry they take care of everything for me. Anthony is very polite. All in all this place has a wonderful staff.

Let me tell you people !!!! Super cool staff and friendly. Office is clean and looks super professional nice colors on walls . I needed an SR-22 to get my licensed back and they hooked me up at no charge for it . I went to other office and the dude wanted 450.00 down i only paid 210.00 bucks with helpsuave !!! They name says it all !! #helpusave #saveins

Where do I start. From the moment I checked out Help U Save services in person, I felt I was in great hands. They broke down how everything worked and how much I would pay. They set me up in a insurance plan that took care of me throughout my minor collisions. It has been 3 awesome years with there services and will continue to do so.

Stephanie is always so friendly and helpful! She's been helping my family for a few years now with our taxes, we highly recommend her services.

We were welcomed with great hospitality and professionalism! It was the smoothest transaction we've ever had doing taxes and our insurance needs! I would recommend my friends and family all day! Thank you guys again!

Isabel always helps me and always does a great job. She's fast and recognizes her customers. If I have any questions she answers every single one

When shopping around for Ins quotes, Help U Save Ins sold me on their great customer service along with working around my budget by providing an affordable monthly rate. The staff was very attentive and helpful!

First year doing my taxes here and I had a great experience. Nancy was very helpful, very professional definitely coming back to her. Highly recommend this location.

Very helpful and friendly staff, I spoke to Evelyn and she was very professional and answered all my questions, she helped resolve an issue I had and is very patient. I have had a good experience with customer service.

Honestly, the first time I ever did my taxes with them, it came out great, but the following year, they miscalculated my Education Credits and i ended up getting audited by the IRS for a tax return that was two years ago, i called and asked for help and a explanation on why this was screwed up, they just told me to come in and they would type out a IRS form letter, they told me they would call me when it was done, never got a call after a week, once i called they said that the letter had been finished days

I never knew I didn't need to go to the dmv until I found this place. These lady's all work for you and work with you. Give Martina a call tell her Brian sent you ,

I've been getting my taxes done here About 3-4 years now! Easy and good service! The best of the best, seriously east, fast, simple and not asking too much! ????

Ive been doing my taxes here for 6 years now and Ive been a happy customer ever since. Everyone is always very polite and helpful.

Came in to do my taxes I was greeted as I came in was offered a beverage gave my forms to the girl entering the paperwork she was very nice and polite before I saw Anthony the whole experience was great I'll definitely send all my friends here I highly recommend the entire staff here is great, outstanding customer service they make you feel as comfortable and welcomed as can .. will be back here next year thank u west coast

Great place , I go in every year to do my taxes they have been very helpful each year . His assistant Nancy which is the first person you see before Anthony , she's is very helpful and kind , Definitely recommend this place ????

Very good service. All my questions where answer and got exactly what I needed for a great value. Thank you! Highly recommend. Isabel Armas! She will help you and explain everything well. Very professional.

This place has amazing customer service , the staff here is great plus got to meet the owner, he is a down to earth individual very humble , glad I found this insurance office , best rates , best service and very professional .

I usually don't leave reviews but I'm just so happy with their service. Nancy helped me with my taxes... She explained the process and saved me money.

I'm rating this place a 5 star the people are super friendly when you arrive . They help you out with any question that you have. I always ask for Anthony Flores he's great and he has help me out for years already he's super friendly amazing and gets you in and out quick.

I usually don't leave reviews for insurance companies but I had to , I have used this company for several years they not only give me the coverages that I need but also they help me when I call the customer service is great and will take care of my needs ASAP with out long wait times from larger companies ,

Great customer service! The staff is very friendly and understandable! im very happy with the outcome! Definitely going to refer my family and friends!

It was really good Evelyn was really helpful on helping me on my payment I'm glad they have a person like her she's a really good lady

Really nice services at this insurance office . I found out about this place thru Spanish radio. Best spot to but ins from . The agent Jessie is super cool real down to earth person .

Thank you Evelyn for your great customer service. You helped me find a low cost auto insurance with great coverages! Really recommend.

I had a great experience at help you save today! With the help of Gabby answering all my questions, I left a very happy customer! All nice staff who are really here to help ! Thanks again, Help You Save !!

Isabel was extremely helpful and friendly, helped me get the best deal. I really recommend getting your insurance at Help U Save Insurance and ask for Isabel!

Today service was magnificent this company I would truly recommend this for anyone my problems were resolved and evenly was a kind representative that got the job done thank u for this service

The team was very friendly and helpful. Explained the changes being made to my policy I felt welcomed, will definitely spread the word. Thank you.

After shopping around I found this office and I am so grateful for this . I was paying 178.00 and now same coverages I am playing 97.00 oh and they gave me free roadside assistance!! Awsome staff nice office.

Very Helpful and patient. Evelyn answered all my questions and helped me immediately. Definitely great customer service.

Great customer service from Isabel Armas helped us out and got a $25 referral check! Come check them out for the best rates.

The customer service is excellent here. I feel like I'm always taken care of

One of the greatest I have ever gone too hands down great people Anthony is one great guy helps you get your taxes done right I highly recommend Help U Save talk to Anthony for great service thank you Help U Save

Isabel has helped me out over the years and has always provided excellent customer service and professionalism!! Thank you for always assisting me!

AMAZING SERVICE , GREAT PEOPLE , THE AGENTS TAKE THEIR TIME TO HELP OUT THERE CUSTOMERS . PLEASE NCHECK THEM OUT FOR ALL YOUR INSURANCE SERCVICES NEEDS . THEY ALSO HELP YOU WITH YOUR AUTO TAGS AND REGISTRATION NEEDS

Help you save insurance has the best rates and great customer service. Isabel is extremely helping and always gets what I need taken care of.

Isabell is really nice and helpful when it comes to questions and taking care of my insurance problem. Definitely recommend coming in.

Great Service! Highly recommended very professional, staff are very friendly always find a way to help you out.

Everything went well very nice honest people. Evelyn help me out and made Everything super easy to understand. ??

Great service, fast and efficient. I'll definitely recommend Helpusave. Thank you for your help, especially to Martina Peralta.

Very clean environment help full people just wanna thank Anthony and Nancy for there great help and customer service highly recommended 5stars

Read the reviews & look at the pictures on their yelp page. Proof of their horrible service + actual quotes they've given people completely ripping them off. Don't walk, run away from here!!!!!!!

Rick was very professional, he helped me get very good quotes and helped me through the process.

I love these Ladies that help me out today. Shout out to evelyn and Gabby. Thank you for everything. See you soon.

This place was fast and cheap. Isabel really worked with me. Totally recommend!

Friendly staff and very professional. I highly recommend Help U Save Insurance . I am a happy customer.

gave a me a bad monthly rate compared to other place one staff member made me feel uncomfortable too lied to me on the phone

Martina help us a lot on our getting our insurance I recommend to go see her in get insurance ??

I have been doing my taxes here for many years now, really nice people.

Evelyn was great and helped me a lot!

Martina is so helpful and signed me up in no time!

Ricardo has great customer service! Thank you for your help!!!!!! Will definitely come here again

Marcial Landas was very professional and I was pleased with his service.

Awesome service, helped me a lot. Highly recommend!

Really outstanding help awesome Martina believes in our god.??

Very helpful and professional, also great customer service really recommend their service!!!

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.