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Layman’s Tax & Accounting

Layman’s Tax & Accounting

Reviews Summary

The overwhelming consensus is extremely positive, highlighting exceptional professionalism, expertise, and personalized service. Reviewers consistently praise the accountant's thoroughness, clear communication, and ability to maximize refunds or minimize tax burdens. Many note feeling confident in the work, appreciating the attention to detail and willingness to explain complex tax matters in simple terms. The service is described as efficient, reliable, and stress-free, with several reviewers planning to return annually. A single negative review cites a missed deadline communication, but this is an outlier among widespread satisfaction. Long-term clients emphasize trustworthiness and ongoing value.

About This Listing

Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Small Businesses
Bilingual Services
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

Bookkeeping
Accounting
Business Consulting
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Small Businesses
Bilingual Services
CPA License

Contact Information

Address

404 N 2nd Ave B

Upland, California 91786

Visit Website Call Now Get Directions

Customer Reviews

Luis was amazing. He answered so many questions regarding taxes, retirement & tax implications once retired. He's very knowledgeable & explains things so that a non CPA like me can understand. I highly recommend him....

I recently had the pleasure of utilizing the services of Layman's Tax Services for my annual tax preparation and LLC, and I must say it was a truly outstanding experience. From start to finish, the Luis demonstrated unparalleled professionalism, expertise, and dedication to ensuring a stress-free tax season. First and foremost, the customer service provided by Luis was exceptional. Luis was not only knowledgeable but also patient and approachable, taking the time to address all my questions and concerns. T

If you're looking for the right guidance on your taxes look no further! Luis is your go to expert who will deliver professional and experienced knowledge! In today's world of technology it's sometimes difficult to get a personalized one on one customer service feel, but with Luis on your side you can be sure to get the best customer service possible along with detailed knowledge that will serve you best. Reach out to Layman's Tax & Accounting and ask for Luis for all your tax and accounting needs!

Luis Pacheco at Layman's Tax was such a pleasure to work with. When you are sharing personal information and doing your taxes you want someone you trust. Luis is very knowledgeable and I would highly recommend this business.

Luis is a reliable source when it comes to filling for taxes. Luis acts in a professional manner, addresses any concerns, and is always available. I highly recommend Layman's Tax & Accounting for your tax and accounting services.

I have been coming to file my taxes with Luis for the last 2 years. He is diligent and professional, from scheduling my appointment to filling my taxes. He answered all my questions and even advised me to run my interior design business better. I will continue to file my taxes with Luis.

Luis was fast, friendly, and thorough. I was confident that I had my maximum refund coming, especially because Luis took a second look at my tax year. Thank you again, I look forward to working with you!

I was really dreading completing my 2022 taxes. I waited until the last minute to decide to do them, 10/12/2023. I contacted Luis Pacheco, CPA with Layman's Tax & Accounting and he fitted me in to his busy schedule. He even cut his lunch break short to prepare my taxes so i could come during my lunch break. I am so thankful for him and most diffently will using Layman's Tax & Accounting for my future tax needs. Thank you for the great and professional service.

Luis is great! He?s a true professional. The process was easy, and pretty quick. I highly recommend using Layman?s to file your taxes.

Been going here for years! They make it easy to turn in documents and sign paperwork all online. Always easy to get in touch with. Luis was able to use his knowledge of tax deductions to greatly reduce what I owed in taxes. Greatly appreciate the level of professionalism and kindness.

Luis was referred to me for my tax preparations (3/16/23). After doing my taxes, he gave me a coupon with due date 4/18/23 (mailed my taxes on 4/17/23). I owed over 12 K in Federal and State taxes. I retired last year and now on a fixed income. Luis did not have the courtesy or professionalism to tell me that the tax due date was changed to October 2023. I am beyond livid and sad for having trusted this individual to handle my taxes. He showed disregard for my finances and wellbeing, as that money could hav

Working with Luis was an exceptional experience from beginning to end. He is very knowledgeable and was able to answer all questions we had quickly and efficiently. I highly recommend Luis to others.

I really appreciate the insight Luis Pacheco CPA provides through tax advice. He has given me the confidence to maximize my savings and focus on generating more wealth for my family. I hope he will provide you with the same level of professionalism and service.

Layman?s Tax did an excellent job with my taxes. I had a complicated tax situation that I thought I wouldn?t be able to keep track of everything. Not only was I helped through it, but I felt prioritized the whole time. Would highly recommend.

A 100% positive experience! I was in a real bind and Luis stepped up and handled everything professionally, courteously and fast as lightning! I highly recommend this business - thank you again for everything!

Extremely thankful for making this tax season seamless. Excellent communication and professionalism in handling my taxes. Luis was an excellent resource for questions regarding taxes.

Luis Pacheco at Layman's Tax is an organized, trustworthy accountant and a pleasure to work with - I would highly recommend him to anyone looking for these services.

I have been getting my taxes done here at Layman?s the past 2 years and I had a great experience both times. Staff is very friendly and polite. I highly recommend!

Fantastic experience with Luis filing our taxes this year. Easy to work with, very knowledgeable, and great pricing. Highly recommended. Thank you!!

First time filing my taxes here, finally people who can explain and walk you through what everything means! Quick and did a great job. Will defiantly be coming back the following years!

Amazing service. Very smooth processing. I will totally be doing my taxes again next year with Luis at Layman's Tax & Accounting!

Our taxes got done so fast, and our accountant Luis did a phenomenal job explaining all the crazy tax lingo in a form that was super easy to get. Thanks Layman's!

Luis did a great job with my taxes this year. I will definitely be going back for many years to come.

Luis seem to be very knowledgeable and very honest and tries to make the taxes experience which can be very stressful easy to understand and manageable!

Luis is extremely professional and supportive! My previous CPA dropped the ball and he came in for the save!

Luis was amazing. Very helpful and helped me get money back. 10/10 experience, would recommend!

Very informative, responsive and professional. Friend recommended and happy they did. Thank you ??

Luis and this firm are diligent in their work to ensure numbers are correct and any areas of concern are addressed.

Great guy and made us feel very confident in his work. Very quick with the entire process.

First class very professional on time. excellent service tells you just like it is. Good people.

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.