Herrera Taxes & Services

Reviews Summary

Customers consistently praise the exceptional service, professionalism, and friendliness of this tax preparation team. Many highlight the efficiency, affordability, and clear explanations provided during the process. First-time clients feel welcomed and well-informed, while repeat customers appreciate the reliable, family-like atmosphere. The staff’s expertise, honesty, and attention to detail stand out, with specific mentions of thorough reviews of past filings and personalized care. The convenience, accuracy, and supportive approach make it a top choice for both individuals and businesses, with strong recommendations across the board.

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

708 W Swain Rd

Stockton, California 95207

Phone

+1 209-565-5262

Visit Website Call Now Get Directions

Hours

Sunday 11AM-5PM

Monday 10:30AM-9PM

Tuesday 10:30AM-9PM

Wednesday 10:30AM-9PM

Thursday 10:30AM-9PM

Friday 10:30AM-9PM

Saturday 10:30AM-9PM

Customer Reviews

Sandra and her husband are wonderful people to work on your taxes I have been with her company for over 7 years . It feels like the couple is a part of my family. Thank you for all your hard work ??????????

Sandra was amazing to work with. She was very knowledgeable and helped us feel comfortable and in good hands. We have had poor experiences with tax preparers in the past and Sandra made sure she addressed every concern and provided us with details and insight on our situation. I will be a returning customer for sure!

My wife and I have been going here for 5 years now. We won't go anywhere else even though we moved an hour away. Walter has been doing our taxes the last 2 years he he is amazing. Very friendly and really cares about his customers. Sandra is amazing too. They are both great at their job and make you feel like you matter to them. Hopefully we will be buying a house from Walter real soon!

Absolute best in the Central Valley hands down! She's gonna need to expand the office because I'm recommending to EVERYONE I know lol. I had her amend previous years for me and got me a hefty refund for each! Been with her since. It's like the other places don't even bother to check every detail anymore. Sandra is super nice, funny and so knowledgeable of the tax industry. And the staff makes you feel like you're family. I also love that she's always honest and by the book! Sandra is literally the 209?s Tax

I rarely do reviews unless I really hate them or love them.. But this is our third year going to Sandra. She and her staff are the best and they make us feel like family! Very down to earth. She and Walter are so awesome and I'm so glad we found them! They are the best!!

Excellent service! Very professional and extremely knowledgeable in the language of tax talk. I will never look to anyone else to do my taxes! Everyone needs to have their taxes done and if you want them done right take them to a tax professional at Herrera taxes and services. Sandra Peccorini and her husband Walter are are hands down! THE BEST! Thank you Sandra & Walter...

I have been Very Impressed with Sandra at Herrera Taxes & Service since becoming a Client 5yrs Ago. She Always goes above and beyond to make sure that everything is correct with her processing and that she finds everything she can to help you get the most value and quality return. I Moved out Of State Last Year but, I was still able to get things done with ease. Herrera Taxes is both precise, professional and perfect to serve you and your family's Needs. She is a Blessing to Me & My Family 5????? I Highly R

I absolutely love to thank Sandra for all her help with my taxes this year. I was really nervous about filing and Sandra was able to help me answer all my questions about my concerns. I am truly grateful for her help. She was able to get me in quickly and get my taxes done.

1st time filing taxes here, and I have to say the experience here was excellent. Walter & Sandra both were very kind and through the filing process, Walter explained all my questions with detailed answers. Also, Wendy, the receptionist is very nice & friendly. Thank You and I'll see u in 2022.

I got referred here by my friend and everything was great. Sandra was very professional and polite. I honestly didn't know what to expect as i have been to HNRB but I'm glad she was detailed and explained what I didn't understand. I was in and out in less than an hour. Price is way better than HNRB and would definitely recommend to anyone plus they can also help you in Spanish.

Sandra has taken care of my taxes for years and continues to help me with all my inquiries that i may have. She and her staff are very friendly and knowledgeable. Thank you Sandra for all you do for me & my family!

Herrera Tax Service is fast, efficient and professional. Sandra and her husband both have helped me and were able to answer all my questions. Great prices also!! I will definately be a repeat customer!

My first time going to Herrera Taxes and they were amazing every step of the way. Quick and easy and informational, allowing me to understand my taxes! I recommend to everyone, Sandra was amazing :)

Herrera Tax Services just prepared and completed my 2019 Tax returns for my business. During these tough times for many families, to have a reliable inexpensive tax preparation available only relieves that extra stress. I thought my business taxes were going to take days, but they managed to go through them, explain them to me, and efile them literally in just a little over an hour. This is the time to support small businesses, and this is one that I definitely will be supporting moving forward for my bus

Sandra is amazing she helped me with all questions that i had she goes out of her way for her customers!!! she is so great to work with i would recommend her to anyone!

She is an amazing tax expert. She looks over your past taxes and really listens to your concerns. HIGHLY RECOMMEND!

My husband and I do our taxes here every year. Very friendly people that educate you everything you need to know about taxes. They are always open and stay there till everyone is tended. I highly recommend! Worth every penny!

We have used Herrera tax services for years, we can't even remember who referred them to us. When it comes to taxes I'm a terrible procrastinator but Sandra ALWAYS fits me in and works with me to file on time and with the best results! I hope to use them for years to come!

Super friendly and very easy going! As a first timer made me feel very welcomed. Thanks again sandra for everything. The process was smooth and professional. Highly recommend!

I went today for the first time and was helped by Walter , he was helpful and profesional best service I ever had . Thanks, Walter ???? I will be seeing you next year ??

This 5Stars is actually underrated.This by far the best Place that handled my Taxes.I dont think i can anywhere else.Treats u like a family and always right on amount of my refunds...Sandra P. is the best!.Highly Recommended for Tax prep.

Very professional! easy and convenient appointment set up. Joe is kind, accurate, and reliable.

This was our first time there and the treatment we got was very polite felt like we been there before and talk to us so we can understand very comfortable feeling from her and husband

I picked a good place to do my taxes for the first time everyone in the office is really nice & did a fantastic job loved my refund $$$$ + my boys loved the snacks & toy area....I'll be there every year from now & on thank you to everyone @Herrera Tax & Service. ????????????

I am a regular client of herrera taxes and these past three years that I've been with her she's treated me like family and when I was running late it wouldn't matter if it was 5 minutes after closing so whoever this Maria is is just a family member of the tax place down the street during false advertisement

The service herreras taxes provides is amazing. Been doing my taxes with them a few years now and will continue to come here.

Great and easy person to do taxes with. She explained everything well. I no longer dread tax season.

It was my first year coming here , Walter helped us and he did a great job! Thank you guys for all your help , went above and beyond

Extremely helpful went above and beyond the job help me out with arranging paying back my tax debt.I no long go the HR block Thank you Herrera Taxes

I've tried various places to do my taxes this is by far the best place, also great customer service and super friendly!

Some people really know what they're doing and i have to give them credit for it i recomended to my coworker and the look on her face the next time i talk to her (long story)

Great service great people great prices .just an advice make sure you make an appointment before you go or give them a call before you go!!!!!

Great Customer Service ! Very informative. Always do taxes here

Ask for Walter! ??????

(Translated by Google) They provide an excellent service, the first time I do taxes with them and if God allows us, I will continue with them doing taxes for the next few years. I recommend them. (Original) Brindan un excelente servicio primera vez que hago los taxes con ellos y si Dios nos permite seguir? con ellos haciendo los taxes por los pr?ximos a?os los recomiendo

(Translated by Google) Very good service and customer service. This is my first time with them, and it definitely won't be my last... (Original) Muy buen servicio y amabilidad hacia los clientes. Primera vez que estoy con ellos y sin duda alguna no sera la ultima vez ...

(Translated by Google) Very good service, recommended Even though it was online (Original) Muy buen servicio recomendado A pesar de que fue por internet

(Translated by Google) They look for options to declare income in the best way. And, they do it quickly. (Original) Buscan opciones para declarar los ingresos de la mejor manera. Y, lo hacen con rapidez.

(Translated by Google) It is a place that serves you with great professionalism, I remember it. (Original) Es un lugar que te atiende con mucha profesionalidad lo recuerdo

(Translated by Google) Excellent service. Very kind (Original) Excellente servicio. Muy amable

(Translated by Google) Very kind and thank you very much. (Original) Muy Amables y Muchas Gracias.

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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