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Laguna Tax Services

Laguna Tax Services

Reviews Summary

Laguna Tax Services receives overwhelmingly positive feedback, with most reviewers praising Yvonne and her team for their professionalism, expertise, and excellent customer service. Many highlight accurate tax preparation, clear explanations, and helpful retirement or business advice. Several long-term clients appreciate their reliability and responsiveness, even remotely. A few mention successful IRS audit support. However, one negative review cites a significant fee increase without clear justification. The consensus is that they are trustworthy, knowledgeable, and highly recommended for tax services.

About This Listing

Accounting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
Remote Services
Years of Practice
CPA License

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

Accounting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
Real Estate
Remote Services
Years of Practice
CPA License

Contact Information

Address

9401 E Stockton Blvd #145

Elk Grove, California 95624

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-4PM
Tuesday 9AM-4PM
Wednesday 9AM-4PM
Thursday 9AM-4PM
Friday 9AM-4PM
Saturday Closed

Customer Reviews

I have been using Laguna Tax Services since 2018 when I was transitioning my business from a Sole Proprietorship to an LLC then a Corporation. Yvonne, and her team, were able to support me through this process and guided me through every step of the way. She was able to advise and answer questions since she has so many decades of experience as a business owner herself. She has helped me with my taxes annually and always does a great job. I always pay for her audit protection services too so that she can hel

My husband and I have been customers at Laguna Tax Service since 2011 and could not be more pleased with the guidance Yvonne has given. Her support and knowledge help us stay on top of our budget and how we should plan for the coming year. Yvonne is a strong advocate for her clients, professional and friendly. I highly recommend her services.

We were referred to Yvonne several years ago, after the unexpected passing of our prior Enrolled Tax Agent. Yvonne/her Team was welcoming and has operated with the utmost professionalism. Yvonne is knowledgeable and has prepared our taxes accurately and timely for past several years. She has also made recommendations to help us plan for retirement. Looking for a trusted Enrolled Tax Agent??give Yvonne a try!

Yvonne is wonderful! She explains everything, she loves what she does and she?s very personable! I have been a bookkeeper and accountant all my life but I never liked taxes. I feel like I found the dream lady to do my taxes! I have told my friends and family about Yvonne and I will continue to do so throughout the year! Cynthia answered the phone when I called looking for services. She was great! She explained everything and was very welcoming! I feel so lucky to have found Laguna Tax Services! They are 100

Yvonne has been doing our taxes for years and we are very satisfied with her services. She is quick to respond through email and phone, clarified all our questions and concerns efficiently and explained to us everything during the process. We highly recommend her!

Yvonne is awesome! I left out of state in 2020 but still have my taxes prepared by Yvonne. I really appreciate that she is very detailed with her tax preparation services yet clearly explains things so I understand. Anytime I had concerns or issues with my taxes Yvonne was able to assist me in resolving them. Its great to know that if I need help, I know where to turn to.

Laguna Tax Services came to me highly recommended by a friend, and I'm so glad I listened. Yvonne and her team were responsive, efficient and simply excellent to work with. Taxes are never fun, but they made the process painless.

Laguna Tax Services are the BEST! I have used them for over 10 years. Even after I have left California, they are the ones I trust for my taxes. I also know if anything happens, they have my back. I can contact them no matter how far away I am. Trust is what you need from your tax people and they are the ones I trust. Thank you Juanita and Yvonne!

Got my taxes done by Yvonne for the first time and she did an amazing job!! She is very knowledgeable, friendly and very easy to talk to. I am so glad I found her through google and gave her a chance because of all her 5 stars ratings. She is legit and you won't regret seeing her. I will be a customer for life and will refer all my friends and family to her!

Yvonne and team are absolutely wonderful! We came to them after another preparer made a mess out of our returns. Yvonne got everything straightened out with the IRS for us. They are so easy to work with, I could not recommend them enough!

We were recently audited by the IRS and Laguna Tax Services stood by their work. Yvonne backed us up with consulting and mediating with the IRS and was eventually able to get them to rule in our favor. We couldn't have done it without the dedication and support of Yvonne and her determination to fight for us.

We just had our taxes done by Yvonne Herrera and she did a great job. She discussed everything and we discovered an error that saved us several hundred dollars. Other tax preparers failed to catch this. We recieved excellent service and we would definitely recommend Laguna Tax Services.

I am giving Laguna Tax Service a very low rating for their services in 2019. My wife and I have been using Laguna Tax Service to complete our yearly tax forms for the last several years. Our bill last year for completing the tax package was $250.00. This year, when we arrived to pick our completed tax forms, we are given a bill amounting to $765.00, which is a large increase from the prior years. The main reason for the low rating for 2019 is that we provided all of our tax information to Laguna tax ser

I have worked with Yvonne at Laguna Tax for the last couple of years. She is a dedicated tax advisor that I have been able to refer many of my own clients to. The feedback from my clients have all been positive. I will continue to refer clients to her with confidence.

Laguna Tax Services is a well organized company that I can trust with my taxes. Yvonne is very knowledgeable and she provides you with the best advise needed on your taxes.

Yvonne and her team at Laguna Tax Services are friendly and so easy to work with, even remotely using their secured shared folder for your personal tax information and documents. Much appreciated as we are trying to social distance during this Covid-19 pandemic.

Yvonne and her team are awesome! Very thorough in explaining everything to me and always quick to respond to emails or phone calls. Thanks again Laguna Tax services!

Laguna Tax Services has a new location @ 9401 E. Stockton Blvd, Suite 145, Elk Grove CA 95624 located in Liberty Center building. Knowledgeable with years of experience & fantastic customer service. And they are year round!!

The tax process is rarely one people look forward to. Yvonne and her team were professional and pleasant throughout my experience with them. I would gladly recommend them to anyone seeking help with their tax duties.

My wife and I did my taxes with Yvonne and she was great! We definitely saved more than we would have if we did our own. I highly recommend Laguna Tax Services!

We did our taxes "remotely" this year due to shelter in place protocols and the process was very efficient and easy. We will use Laguna Tax Services again next year! Thanks for all your help.

I?ve been a customer since 2010. Yvonne is amazing, she knows the tax laws. She?s fast and reliable.

Laguna Tax Services provided professional tax preparation services. They are knowledgeable, communicate well, and meet every deadline.

Fixed my tax issues. Hands down Yvonne is good at what she does. Very informative about taxes. Highly recommend.

I have been with Laguna Tax Services for 11 yrs. I am extremely grateful for their commitment to customer service. Thank you LTS!

I have been going to Laguna Tax for many years and have always had a great experience.

I've been doing my taxes here for a few years now.. very professional and very friendly at the same time..

They really know their stuff. Wow they are great! Polite , professional and easy to work with.

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.