*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.*
1671 W Katella Ave Suite 130
Anaheim, California 92802
Juan Vasquez is incredibly professional, kind, knowledgeable and punctual. I was referred to him by another tax firm. He assisted me with my individual tax return as well as dissolving an llc. What is usually a daunting process turned out to be a very pleasant and easy experience. He is accomodating and flexible. I highly recommend his services.
I've been doing my taxes with Juan for several years already and my experience has been outstanding every single time. He truly shows passion to his job and very meticulous when he process my tax files. He is professional and wisely advice me on my finances for the following year. I commend Mr. Vasquez to everyone for his services. Kudos Mr. Vasquez!
I used XCL Services in October 2017, and the experience was excellent from every point of view. My residence is in the East Coast, and I did visit Anaheim (CA) for a professional convention. I needed to complete some important paperwork with the State of California, but my stay would be just 4 days, and I did not have a lot of spare time. I was lucky to find XCL Services nearby; Juan Vasquez, the owner, was extremely helpful and accommodating. First of all, I could not arrive at XCL Services until 5 PM, and
My husband and I have been doing our taxes with Juan for almost 7 years. He has always been very thorough and makes the process easy. The return is just a bonus when dealing with him! ?? He also helped us to buy our first home. We look forward to many more years with him as our tax preparer and realtor!
I have done my taxes with Juan Vasquez for a couple years. One thing that really struck me was Juan?s tax knowledge and his willingness to help me understand my finances. This year, I asked lots of questions, and he was patient, helpful, and professional. I definitely recommend XCL Services!
Met Juan Vasquez this year to get a finger scan done. By trade he also handles tax prep. He has been super helpful with everything I?ve needed to get done and he is a very kind person. I won?t use anyone else as he provides you with education in all fields .. highly recommend using Juan and the XCL Services:-)
After being audited and investigated by the IRS many years ago due to a crooked tax preparer who was cheating with customer taxes' we were skeptical of "tax preparers". XCL Services and owner Juan have been doing our taxes for several years now. He is very patient, very thorough, answers tax questions in a way we can understand and his level of integrity was the cherry on top. We had to file several schedules and he was very detailed with everything . I highly recommend XCL Services to anyone looking for a
I've been going to Juan for the past 3 years and will continue to use his services as long as he is in business. Professional, efficient and always has the clients best interest at heart. When you tax time comes Juan's your go to tax preparer.
Great service, Juan took his time and did things right! He's loves what he does and is very passionate about it. He aims high to please his clients. Overall a great experience!
we've been doing our taxes with Juan for two years now. he's very meticulous when it comes to filling out the forms and does a very good job.
Juan Vasquez is a tremendous tax professional- showing reasonable flexibility, cutting edge expertise, relieving promptness and economical Prices for services. Look no further for your tax help.
Just finished my taxes for 2018 down at XCL. They're very thorough and friendly. Thanks again XCL. See you next year.
Juan prepares my income tax returns each year and he always gets them done in a timely manner.
Business hours says open as well Big sign on the doors say?s open as well I come was Closed no one showed up waiting 30 minutes
First off the service was excellent Juan was extremely helpful and professional. Would definitely recommend this place to people.
falls under my 3P rating... Professional, Pleasant and Priced Right. Highly recommend this service.
This place is real professional. The gentleman is dedicated to his work. Very understanding, and informative.
Juan was awesome and friendly and helped me get organized ..Even gave me a water and tax help this tax season
I went for live scan. Highly recommend - fast, easy, honest & affordable.
Good services and I make my tax since 2010 Very professional
Excellent and easy service. Thank you to Mr. Juan Vasquez for the service.
Honest, professional, and helpful. Everything you want from a tax person.
Great service, friendly face, fair prices.
Great small place, great service, and at a great value.
Fast and professional service
(Translated by Google) I have done my tax preparation at this company, and have never had any problems. Their service is professional, reliable and with excellent customer service. I was also able to see that the person is well prepared and at the forefront of knowledge in this service. (Original) He hecho mi preparaci?n de impuestos en esta compa??a, y nunca he tenido ning?n problema. Su servicio es profesional, confiable y con un excelente servicio al cliente. Tambi?n pude ver qu? la persona est? bien pr
(Translated by Google) Thanks to Juan, our tax refund was excellent. I recommend staying with Juan. (Original) Gracias A Juan Nuestro Rembolso De los Taxes Fue Exelente recomiendo Bengan Con Juan
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.