*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.*
3317 El Cajon Blvd
San Diego, California 92104
I come here every year to file my taxes and I'm never disappointed. I will keep coming here to file my taxes :)
They NEVER answer it goes straight to voicemail and don't bother to call back
Excellent service and customer care. They have been helping me file my taxes for two years and they are currently assisting me in an immigration process. Fernando has always been very patient and clear when explaining the processes. The truth is I am very happy with the service, I recommend it 100%
My husband and I have been very pleased with our experiences at Larios Income Tax & Immigration! We had tried out several different locations to complete our taxes and were not cost efficient. We have been coming here for the past 5 years to get our taxes done and the price is great! Fernando Larios is definitely very professional and knows what he is doing, he is also very flexible, polite, and genuine, the receptionists are also very friendly and respectful. He also helped me with my mother's immigration
Knowledgeable, reasonable prices and friendly receptionists. I've been coming here for my taxes for the last 5 years, and Fernando has taken great care of me. Excellent resource for immigration issues and questions as well.
Been coming here for 6 years, the service they provide is the best.. Thanks to Fernando and his team I never have any problems doing my taxes?
The staff here helped Translate my Documents for Advance Parole.I Got Approved. Thank You very much.
Lario's income tax has prepared, and filed, my taxes and I have been completely satisfied.
extremely happy with they're customer service , fernando is a true proffesional !
Been going for year's
Very rude, employee cussed at me on the phone.
Fast and affordable.
(Translated by Google) Super good service, they helped me with my migration procedures, and everything was a success. 100% recommended, they know what they are doing, now I have given them the confidence to help me with my taxes. Thank you very much, Fernando! (Original) Super buen servicio, me ayudaron con mis tramites de migraci?n, y todo fue un ?xito. 100% recomendables, saben lo que hacen, ahora les he dado la confianza para ayudarme con mis taxes. ?Muchas gracias, Fernando!
(Translated by Google) I have been a customer for more than fifteen years and everything has helped me a lot Very good (Original) Soy cliente por m?s de quince a?os y todo me ha ayudado mucho Muy bien
(Translated by Google) Excellent service, respectful and friendly treatment, affordable prices. (Original) Excelente atencion , trato respetuoso y amable, precios accesibles .
(Translated by Google) I changed my mind, my taxes were not good for me?? (Original) cambie de opini?n, no me hicieron bien mis taxes??
(Translated by Google) Very kind . (Original) Muy amable .
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.