*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.*
315 E San Ysidro Blvd
San Ysidro, California 92173
Amazing experience! Joel has done my taxes for the last 5 years, very knowledgeable and I?ve never had any issues. Would highly recommend. Located right off the 805 can?t miss it.
If you need to get your taxes done here?s the place ask for Joel ,his costumer service is just Wow !! The atmosphere is so great. He really knows what he?s doing, I totally recommend this place!! I totally recommend Joel !
Smart? Yes 1 Courtesy? Yes 2 Hard work? Yes 3 Fast response? Yes 4 Excellent results ? Yes 5 Five stars? Of course !
I've been coming here since I started working age 18. Mr. Marcos is and will always be my go to for tax preparations. Since the beginning he has put his guests first and will always go the extra mile to make sure you are more than satisfied.
I've been going to ITBS tax service for a number of years. I was introduced to Marcos through my brother and he has always given me really good service and continue to recommend him to others.
Fast efficient, friendly, and professional. I started doing my taxes online myself, i was going to get 900 dollars. I came here to do my taxes, i got more than double the ammount i was getting online. Great service.
Amazing customer service, specially Joel, he's so patient and very helpful definitely coming back, my favorite Public Notary so far
Ivan he is really nice, have been going to ITBS for the Last 10 years. Very nice service
I previously gave this business 5 stars, but this was the 3rd year in a row that they failed to include my name on my own tax paperwork! I am married and have been getting my taxes done here since my early 20s. Obviously when I got married I brought my husband along to file together. I always fill out the yearly intake questionnaire, so I put myself first and my husband is the spouse. I make more money. I have the most deductions through charitable contributions. My husband is on my health insurance throu
Would Not Recommend, To Anyone. Waited over a month to hear anything back, rude phone service, went back a forth between the Preparer and the IRS. Finally the IRS explained to me that my "Tax Preparer" sent my check to Rowland Heights, Ca 91748. I Live in San Diego, Ca and have never been associated with this address nor did I put it down to be mailed here. I Do Not Recommend this place to anyone of a conscious mind.
I have been coming to ITBS for many years for my business and personal tax preparation and accounting. Marcos and his staff are very knowledgeable in the current tax laws and always do a great job for us. If you want your tax preparation done properly I highly recommend ITBS.
I?ve been a client for ten years now. The team is great, they offer a variety of services and are always knowledgeable about the most recent changes. Highly recommended place for taxes, etc.
Joel is the best Tax preparer I know, he truly cares for his clients and is very trust worthy. Totally recommend him ??
This place is great I been coming here for years and have had nothing but great experiences. The long waits are well worth it. Make sure you see Marcos Ramos.
Great customer service Job well done No need to come back to fix mistakes on documents
Awesome place!! Mom has been coming here for 21 years and she has never had a problem. Super nice people
Very nice and helpful. I was going to use TurboTax software but came here instead and they found me about $300 than what the software was saying I was going to get.
A very good great place to do your taxes! Very friendly, fast service and comfortable.
The people here work very fast and efficiently and they are amazing friendly people. Will forsurs come back again!
I really do recommend this place they are so professional and really pleasant; people
Very professional staff! I have been to other places and I will most definitely return to ITBS for years to come! Thank you!
Excellent service highly recommendable persons are very honest
Best bang for your dollar when it comes to services . Hard to beat prices and customer service.
They Do good work been doing my Taxs there for years ..
Amazing experience Great customer service.
Never do your immigration services here they'll charge you and take too long to send information i would never come back
Awesome experience, explained important information thoroughly and inexpensive
i have been coming with marcos for 30 years ,best tax man,
Fast and easy, great pricing!
Really helpful and friendly.??
good and fast service
Service and friendly people
(Translated by Google) Mr. Marcos Ramos helped me with my daughter's immigration papers and everything was super friendly, he also did it with several family members personally, he is a trustworthy and very professional person?? (Original) El Sr Marcos Ramos me ayudo con los papeles de emigracion de mi hija y todo super bien amable de igual forma lo hiso con varios familiares en lo personal es una persona de confianza y muy profecional??
(Translated by Google) I was able to save over a thousand dollars thanks to their knowledge. Both Ivan and Marcos are highly experienced, offer excellent prices, and truly desire to serve their clients. Highly recommended! ??- I?ve saved more than $1,000 in tax returns because of their experience and knowledge. Ivan and Marcos are filled with insight to help you save the most. 100% recommended. (Original) Mas de mil d?lares me pude ahorrar por su conocimiento, ambos Iv?n y Marcos tienen mucha experienci
(Translated by Google) Worst place to work with! It's been a month to translate documents, and they didn't bother calling. When I call and complain, they hang up on me and say, "If you don't stop complaining, we'll give you your money back and you can go elsewhere." Now I need to find a better place, and I just lost a month. The worst place to do business. I've been bringing my paperwork for a month, and they don't even bother to call me and tell me what's going on and what the delay is. Now I have to find
(Translated by Google) Service in english and spanish I have been doing my taxes here since I was old enough to do so. My family has always done procedures with them. Excellent service, everyone very attentive!! (Original) Service in english and spanish He estado haciendo mis taxes aqui desde que tuve edad para hacerlo. Mi familia siempre ha hecho tramites con ellos. Excelente servicio, todos muy atentos!!
(Translated by Google) The service is impeccable, they gave us useful and quick answers. The treatment is very professional and they always have a smile when welcoming us. Highly recommended. (Original) El servicio es impecable, nos dieron respuestas utiles y rapidas. El trato es muy profesional y siempre tienen una sonrisa al recibirnos. Altamente recomendado.
(Translated by Google) The treatment was excellent and he kindly responded to all my questions, he inspired confidence in me and he was very friendly, truly very good service. (Original) Fue excelente el trato y respondi? amablemente a todas mis dudas, me inspir? confianza y fue muy amable la verdad muy bien servicio.
(Translated by Google) Very friendly and very professional service, they resolved each of my questions. I highly recommend your work!!! (Original) Muy amable y muy profesional su servicio, resolvieron cada una de mis dudas. Recomiendo mucho su trabajo!!!
(Translated by Google) They have good service, they completed my procedure very quickly and the person who assisted me was very friendly, they answered all my questions. (Original) Tienen un buen servicio, me hicieron mi tramite muy rapido y el que me atendio fue muy amable, respondieron todas mis dudas.
(Translated by Google) Excellent service, very good customer service, very friendly. (Original) Excelente servicio, muy buena atenci?n al cliente, muy amables.
(Translated by Google) Very good service, excellent customer service and very fast and they answer all your questions...!! (Original) Muy buen servicio, excelente trato al cliente y muy r?pido y responden todas tus dudas....!!
(Translated by Google) Marcos Ramos is a wonderful and very trustworthy person. He's been here for 21 years and I've never had a problem. (Original) Marcos Ramos es cuna excelente persona y muy confiable. 21 a?os y nunca he tenido problema.
(Translated by Google) These people asked my mother for $1,500 to start a process. When she told me, I had doubts, and after investigating with other notaries, they told us that what they were offering wouldn't work. They're thieving people. It's not fair to take advantage of people without knowledge. ?? (Original) Esta gente le pidio 1500 dlls a mi madre para iniciar un tramite, cuando ella me conto entre en duda y despues de investigar en otras notarias nos dijeron que no iba a funcionar lo que ellos est
(Translated by Google) Every year I prepare my taxes at ITBS and have always received the best help from Ivan. Very friendly staff. (Original) Cada a?o preparo mis taxes en ITBS y siempre he recibido la mejor ayuda por parte de Ivan. Personal muy amable
(Translated by Google) Very good treatment, lots of guidance and help for all my questions, 100% recommended, everyone very friendly. (Original) Muy buen trato mucha orientaci?n y ayuda para todas mis preguntas recomendado 100 % muy amables todos.
(Translated by Google) I have been with them for 30 years and I love their service, they are always willing to help you, thank you (Original) Tengo 30 a?os con ellos y me encanta su servicio siempre est?n dispuestos a ayudarte gracias
(Translated by Google) Iv?n treated me very well, he answered all my questions, excellent service ?? (Original) Iv?n me atendi? muy bien , respondi? a todas mis dudas , excelente servicio ??
(Translated by Google) Excellent customer service, very professional, always with a good attitude and very fast. (Original) Excelente servicio al cliente muy profesionales,siempre con buena actitud y muy r?pidos.
(Translated by Google) Very good service, fast and everyone very friendly in the office 100% recommended, my procedure was with the notary and everything was very good. (Original) Muy buen servicio, r?pido y todos muy amables en la oficina 100% recomendado, mi tr?mite fue con el notario y todo muy bien.
(Translated by Google) I have been doing my taxes for several years and they are always very friendly, excellent service???????? (Original) Tengo varios a?os haciendo mis taxes y muy amables siempre, excelente servicio????????
(Translated by Google) Very efficient and super fast processing, excellent service. (Original) Muy eficientes y el tr?mite s?per r?pido, excelente servicio.
(Translated by Google) Super recommend, they explain the process step by step, excellent staff, we were super happy! (Original) Super recomendo explican el proceso paso a paso exelente personal quedamos super contentos!
(Translated by Google) Excellent service, very patient and they explain everything very well, highly recommended. (Original) Excelente atencion, muy paciente y te explican todo muy bien, muy recomendado.
(Translated by Google) Always very good service and extremely professional (Original) Muy buen servicio siempre y sumamente profesionales
(Translated by Google) Highly recommended, great attention, very good work and very friendly! (Original) muy recomendado, gran atencion, muy buen trabajo y muy amables!
(Translated by Google) Totally recommended. Fast and attentive service. More profits than in cell phone applications. (Original) Totalmente recomendado. Rapido y atento el servicio. Mas ganancias que en aplicaciones de celular.
(Translated by Google) It's an efficient and very professional service. I highly recommend them! (Original) Es un servicio eficaz y muy profesional. Los recomiendo mucho!!!
(Translated by Google) They answered all my questions, excellent service, everyone was very friendly. (Original) Respondieron todas mis preguntas, excelente servicio, muy amables todos.
(Translated by Google) I recommend my friends at ITBS, they are very professional and give you the time you deserve, they have all kinds of procedures for you to visit them! (Original) Les recomiendo a mis amigos de ITBS son muy profesionales y te dedican el tiempo que te mereces, tienen todo tipo de tr?mites para que los visiten!
(Translated by Google) 5/5 recommend. Very friendly staff, good movies while I wait and very good service. (Original) 5/5 recomended. Staff muy amable, buenas peliculas mientras espero y servicio muy bueno.
(Translated by Google) Good service and they answered my questions. 5 stars ???? (Original) Buen servicio y resolvieron mis dudas 5 estrellas ????
(Translated by Google) Excellent fast and efficient service recommended (Original) Exelente servicio r?pido y eficaz recomendable
(Translated by Google) Very good attention and fast service recommended (Original) Muy buena atenci?n y servicio r?pido recomendado
(Translated by Google) Excellent service and very good work! (Original) Excelente servicio y muy buen trabajo!
(Translated by Google) Great customer service will definitely come again! (Original) Gran servicio al cliente sin duda vendr? de nuevo!
(Translated by Google) Excellent service and great human quality (Original) Excelente servicio y gran calidad humana
(Translated by Google) Good service for taxes, also has POBOX service (Original) Buen servicio para taxes, tambi?n tiene servicio de POBOX
(Translated by Google) Excellent service and place to do taxes. (Original) Excelente servicio y lugar para hacer los taxes.
(Translated by Google) Good easy and economical service (Original) Buen servicio f?cil y econ?mico
(Translated by Google) The staff is very friendly, recommended. (Original) El personal es muy amable, recomendado.
(Translated by Google) It is very good service I recommend it (Original) Es muy buen servicio lo recomiendo
(Translated by Google) Very friendly and excellent service (Original) Muy amables y excelente servicio
(Translated by Google) Very good service. (Original) Muy buen servicio.
(Translated by Google) excellent service, good attention (Original) excelente servicio , buena atencion
(Translated by Google) Excellent treatment and service ?? (Original) Excelente trato y servicio ??
(Translated by Google) Good deal, recommended (Original) Buen trato, recomendado
(Translated by Google) Excellent and fast for doing taxes! ? (Original) Excelentes y r?pidos para hacer impuestos! ?
(Translated by Google) Excellent service!!???? (Original) Excelente servico!!????
(Translated by Google) Excellent service! (Original) Excelente servicio !
(Translated by Google) Very good service (Original) Muy buen servicio
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.