*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.*
610 E Washington St
Petaluma, California 94952
Angelica was great, very patient and kind. Im glad my husband and I found her!. If you are looking for professional and efficient she's very good ????
Hispano is very helpful. Angelica helped us make sense of the tax forms we had to fill out and submit and she was professional and friendly during the entire process.
They are sooo nice , l love this place
The greatest service in the world Angelica who was the person that help us with our taxes she went beyond with all the info I definitely recommend them the best of the best
The is the best tax preparer we ever had very honest and organized we definitely recommend Hispano income tax preparer to everyone. Thank you Javier and his staff.
Professional, prompt and elaborate service. They are super kind and patient. Very positive experience. Thank you Javier!
Amazing experience!!!! Everyone was so kind and helpful and I got a great return! Thank you to the whole team!!
Professional, and friendly service, they helped me better understand my taxes! Thank you! Highly recommended!!
Promt professional service, very knowledgeable and friendly staff. I arrived super early to my appointment and they were able to take my appointment right away.
Javier very professional and considerate person. He very helped me with documents and tax return. Thanks.
I had all my questions answered and I was happy with the service and professionalism they had
Very professional service. Reasonable prices
Short notice accommodations for quick notary service. Would highly recommend.
Super friendly and professional. Thank you Rocio
Fast efficient service, very helpful!
Fernando provides great customer service!
Great service and good people
Great service friendly people
Very helpful and knowledgeable.
(Translated by Google) Very good work, thanks to Mr. Javier and Renato who answered all my questions very kindly. (Original) Muy Buen trabajo gracias don Javier y a Renato que contesto todas mis preguntas muy amables
(Translated by Google) Excellent service and friendly attention as always, every year it has been like this, thanks to Hispano Income Taxes, (Original) Exelente servicio y amable atenci?n como siempre todos los a?os a sido as? gracias hispano income taxes,
(Translated by Google) Angelica and Javier were very kind to me, I felt very welcome! Ang?lica helped me a lot and it was a quick and easy process, apart from the good weather! Recommended!!! (Original) Angelica y Javier fueron muy amables conmigo, me sent? muy bienvenida! Ang?lica me ayudo bastante y fue un proceso f?cil y r?pido, a parte del buen tiempo! Recomendado!!!
(Translated by Google) Excellent service 100% recommended (Original) Excelente servicio 100% recomendable
(Translated by Google) Very good service!! (Original) Muy buen servicio!!
(Translated by Google) Hispanic income tax is great! They always do a quick and efficient job at helping with taxes and always welcome any questions. Hispanic income tax are excellent! They always help and explain everything very well. They are here to help and answer all the questions you have! ?? (Original) Hispano income tax is great ! They always do a quick and efficient job at helping with taxes and always welcome any questions. Hispano income tax son excelente ! Siempre ayudan y te explican todo muy
(Translated by Google) Very good experience, very professional, I highly recommend it, the people who work there are very kind and attentive, they helped me recover money for taxis that elsewhere they told me I couldn't get them, thanks to Hispanic Income Tax and thanks Javier (Original) Muy buena experiencia muy profsionales lo recomiendo mucho la gente que trabaja ah? muy amable y atenta me ayudaron a recuperar dinero en taxis que en otro lado me dijieron que no alcansaba a agarrarlos gracias a hispanos
(Translated by Google) Very good job, they are very kind, I recommend them 100%. Thank you Fernando! (Original) Muy buen trabajo, son muy amables yo los recomiendo al 100% Gracias Fernando!
(Translated by Google) Very good and efficient service. Thank you for serving us. (Original) Muy bueno el servicio y eficiente. Gracias por servirnos.
(Translated by Google) Very good service and kindness, I recommend them 100% (Original) Muy buena atenci?n y amabilidad, los recomiendo 100%
(Translated by Google) Good service and friendly attention with a lot of responsibility. (Original) Buen servicio y amable atenci?n con mucha responsabilidad.
(Translated by Google) The service you receive at Hispano Income Tax was one of the best I have ever received. I had several questions and they were able to answer the questions with detail and simplicity to easily understand my taxes. (Original) El servicio que recibe en Hispano Income Tax fue uno de los mejores que e recibido. Tuve yo varias preguntas y me pudieron contestar las preguntas con detalle y simplicidad para f?cilmente comprender mis impuestos.
(Translated by Google) A professional service, they were very patient, carefully explaining every detail since it was the first time I did my taxes. Thank you so much. (Original) Un servicio profesional , fueron muy pacientes explic?ndole minuciosamente cada detalle ya que era la primera vez que hac?a mis impuestos . Muchas gracias.
(Translated by Google) Excellent attention, everything well explained when giving the information (Original) Exelente atenci?n todo bien explicado al momento de dar la informaci?n
(Translated by Google) Very good attention, thank you for all your help (Original) Muy buena atencion gracias por toda su ayuda
(Translated by Google) They are friendly and know what they are doing! (Original) Son amables y saben lo que asen!
(Translated by Google) Thank you very much well explained (Original) Muchas gracias bien explicado
(Translated by Google) Excellent service ???? (Original) Excelente servicio ????
(Translated by Google) I've been doing taxes there for years, and they are professionals, recommended. (Original) Tengo a?os haciendo los impuestos all?,y son profesionales, recomendados.
(Translated by Google) Professional, friendly and fast service! (Original) Servicio profecional, amable y r?pido.!
(Translated by Google) Excellent service thank you ?? (Original) Excelente servicio gracias ??
(Translated by Google) Excellent work, I recommend it. (Original) Excelente trabajo, lo recomiendo
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.