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JRG TAX SERVICE

JRG TAX SERVICE

Reviews Summary

Customers consistently praise the tax service for its exceptional expertise, clear communication, and professional approach. Many highlight the preparer's ability to simplify complex tax matters, offer valuable advice, and provide thorough, efficient service. Long-term clients appreciate the ongoing support, audit protection, and personalized care, often noting improved confidence during tax season. The team is described as friendly, knowledgeable, and highly recommended for both routine filings and specialized tax needs. Frequent mentions include years of trust, amended returns uncovering missed credits, and relief from tax-related stress. Overall, the service is regarded as top-tier in the area.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

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

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

4045 Bonita Rd

Bonita, California 91902

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-6PM
Thursday 9AM-5PM
Friday 9AM-12PM
Saturday 9AM-3PM

Customer Reviews

Juan was great, he assisted us for the first time and will sure come back next year for tax season

Simply the best there is , Juan is knowledgeable and helpful with a warm caring personality , they don't make them any better.

Best tax service I've ever used. Been with Juan for years now. When I first switched to JRG, Juan noted a 3k tax credit none of the prior preparers were aware of. Which triggered amended previous returns. He's very knowledgeable, efficient, and easy to work with. Give them a try. You'll be glad you did!

We have been going to Juan at JRG tax service for many years , Juan is very informative for the questions we have had through the years and have helped to guide us into retirement years on what is best for us . We highly recommend Juan to do your taxes you will be happy you did. , He is fast and efficient and cares about helping you.

I have been going to Juan for many years and he is thorough, knowledgeable, friendly and is a great communicator. He has helped me with the elderly people in my life, by preparing their taxes too. I live in East County, but I will always drive the extra miles to see him since he is a wealth information and does excellent work.

Juan is an excellent tax professional. He has been doing my family's taxes for years. He is very knowledgeable of all the tax breaks small businesses can benefit from. I highly recommend JRG Tax Service.

It is truly a pleasure to have found and met Juan at JRG TAX SERVICES . Juan and his colleagues are kind, caring ,professional people. Customer service is superb. The level of advice and knowledge iare outstanding. Thank you sir for being such a wonderful and energetic part of our community.

Juan is absent the best. One of a kind. He is not only there to help with your taxes, he is also a mentor. Such a great man. Rosie is just adorable & helpful.

We have been coming to Juan for several years. He is very thorough and knowledgeable. He answers all of the questions you may have. He gives advice to help meet your needs. Thank you Juan for always being there!!

#1 is understanding taxes has never been easier. My only regret is that I didn't go here sooner as in years sooner. For years I would have questions but they were never explained in a way that I could understand. With JRG , they answer questions with an easy clear and concise manner. 2nd they are constantly updated in everything taxes. I no longer dread tax time. I look forward regardless of the outcome because I am confident and know my taxes are being prepared by professional, ethical, knowledgeable

The best tax preparer in San Diego! Now in Bonita and Juan and his team are so incredible and precise. Get your refund and also get an audit protection and you are all set. Highly recommend Juan and his team for IRS tax resolutions, tax preparation and audit

We switched our tax services a few years ago to JRG and we made the best decision. Our service is always great and efficient. We don't dread tax time anymore.

As a registered nurse I feel confident that JRG is looking out for my best interest. Organized, up to date with latest changes, good experience that lessens the sting of paying taxes.

I have been a customer of JRG Tax Service for close to ten years and they have always been very professional, informative and freindly. I would definitely recommend them to any of my freinds!

JRG TAX service provided me with the best service I have experienced. Their customer service and customer care is unmatched.

Been going to JRG Tax service for years. Quick, efficient and professional service. Highly recommend their services.

Thank you to JRG tax service, he has knowledge of prepairing your taxes, and he explains in great detail, thank you for your service.

Juan is very helpful and knowledgeable. He breaks it down for us and gives us useful and resourceful advice. Thank You Juan.

They do a great job, very knowledgeable. I have been going to JRG for years.

Best place in san diego to do taxes! Highly recommend

Very efficient and knowledgeable , friendly staff, prompt service

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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