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Jaime Caro Tax Firm

Jaime Caro Tax Firm

Reviews Summary

The majority of reviews are highly positive (mostly 5-star), praising the professional, efficient service and family-owned business with decades of experience. Many highlight reasonable prices, friendly staff, and convenience (direct deposit, online services). Recurring themes include trust, accuracy, and recommendations from long-term clients. Negative reviews (1-star) cite poor communication, lack of refund options, and dissatisfaction with service quality. Overall, the firm is well-regarded, especially for its reliability and customer care, though a few clients had significant complaints.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Individual Taxpayers
Local Tax Credits
Years of Practice
In-person Support

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
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Small Businesses
Individual Taxpayers
Local Tax Credits
Years of Practice
In-person Support

Contact Information

Address

2421 N Broadway

Los Angeles, California 90031

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

?????????? 5/5 Stars** Erick at Jaime Caro Tax provided an exceptional experience! From the moment I reached out, he was professional, knowledgeable, and incredibly responsive. He took the time to explain every step of the process, ensuring I understood my tax situation thoroughly. His attention to detail and dedication to customer satisfaction truly set him apart. I highly recommend Erick and Jaime Caro Tax for anyone looking for reliable, efficient, and friendly tax services. Thank you, Erick, for makin

Been doing my taxes with this family-owned business for over 20 years. Not once have I been audited nor have I ever felt like there was money left on the table. They offer direct deposit, online services, and take digital payments. For the past 3 years, I have not had to visit their office at all. Highly recommended.

I've been coming here to get my taxes done for over 5 years. Erick gets the job done. Accurate and efficient. The staff is always friendly even when they're super busy. Highly recommended!

I asked Bank of America employee, I'm new to this area, need to do my taxes, whom would you recommend, "Jaime Caro on Broadway". Been go there ever since. I love the teal color cover, and their service is professional. I've moved out of the area, driving over a hour, because I'm treated right.

Just had my taxes done here and it was a very pleasant experience. Bernardo Caro is a true professional. It's no surprise they have been in business since 1961. Great service and reasonable prices!

He overcharges and doesn't even give us the option to have our refund direct deposit. Nor does he allow for any work-related deductions. He just uses a basic program that anybody can do online themselves, which is exactly what I'm going to do next year. Our tax return should have been much higher than it is and I'm probably going to amend this year. A waste of time a waste of money

Fantastic family owned business. I have been coming here for over 40 years. You are treated as a family member, you are given excellent service at a very reasonable price. I have recommended the business to other family members, and co-workers.

This is the first year I do my takes at Jaime Caro Tax Firm. Erick is the best, he gets the job done quickly and makes the process so much easier. Will come back next year!

the receptionist is very friendly and helpful she answered all my questions.

Straight forward, honest, and thoroughly quick!

(Translated by Google) I do not recommend them, do not go to this place. I did taxes for 3 years with them and it was my first time doing them. They took a long time to make and I had to be calling to ask. When my documents finally arrived back they didn't call to let me know... ok that's fine! They gave me the statements and at no time did they indicate to what address, in whose name or in what way to send the payments. When I asked Mr. Jaime he responded in an unkind way. Then I had doubts about some lett

(Translated by Google) Excellent work and attention ?? ?? ?? (Original) Excelente trabajo y en 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.