Lazos Tax

Lazos Tax

Reviews Summary

Customers consistently praise the tax service for its knowledgeable, professional, and friendly staff. Many highlight the efficiency, thoroughness, and clarity in handling tax filings, with specific appreciation for the ability to simplify complex tax issues. Walk-ins and appointments are welcomed, and the service is noted for being stress-free, affordable, and reliable. Repeat customers express strong loyalty, often mentioning years of satisfaction. The overall sentiment is highly positive, with frequent recommendations to others.

About This Listing

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.*

Contact Information

Address

950 E Vista Way Ste. E

Vista, California 92084

Hours

Sunday Closed
Monday 10AM-5PM
Tuesday 10AM-5PM
Wednesday 10AM-5PM
Thursday 10AM-5PM
Friday Closed
Saturday Closed

Customer Reviews

This was my first time at Lazos and I had the pleasure of working with Nancy. I typically file my taxes online but some things changed for me making my taxes more complex this year. Nancy was amazing, patient and explained everything. She really knows her stuff and was very thorough. I'm definitely a lifelong customer now!

I had an outstanding experience working with Nancy Garcia for my tax preparation this year. From start to finish, the process was smooth, efficient, and incredibly reassuring. She's been helping me file for the last four years. She's not only knowledgeable about the latest tax laws and deductions, but also took the time to explain everything clearly, making sure I understood every step. Her attention to detail and commitment to accuracy gave me total confidence that my return was in expert hands. She helped

I am pleased to highly recommend Julio Ortiz for his exceptional expertise and professionalism in handling our taxes. From the very beginning, he has been incredibly knowledgeable, detail-oriented, and proactive in ensuring everything is accurate and optimized to our benefit. Not only does he have a deep understanding of tax laws and regulations, but he also takes the time to explain things clearly, making the entire process smooth and stress-free. His dedication, patience, and willingness to go the extra

Hands down 5 stars for Nancy! She was able to squeeze us in before closing. She's great at her work?I have followed her to her new place of employment from her previous one because of how awesome her service is! She is so personable and friendly, while also taking the time to make sure you understand the filing process by explaining, really creating an overall great experience. Always bringing giggles to a stressful environment like filing taxes.

I received help from Nancy Garcia. She did an amazing job helping through my first time doing taxes. I can tell she loves her job and is confident in doing it. She made it such an stress-free experience with her friendliness, by answering every question I had and walking me through the whole process. For sure coming back here next year.

Nancy Garcia has always done a thorough and outstanding job in preparing my tax forms. I highly recommend her if you want a tax preparer who takes the time to make sure you understand everything and is always flexible. She provides you with such a warm positive experience!

My first time filing my own taxes was here and it couldn't have been easier! I was very nervous because I didn't know too much, but Julio helped me out tremendously. He was incredibly kind, patiently answered all my questions, and was very well informed. I learned a lot! Being self employed, I was looking for someone who is experienced with working with independent contractors and am so glad I found this place because they are very well informed and experienced working with self employed people (Julio espec

Julio Ortiz did a great job on my tax documents. He made it quick and easy and let me know of any tax opportunity I could have. He gave me time to find receipts and gave me the best tax return he could.

I worked with Elda and she was incredibly knowledgeable and detailed in her work, the best tax preparation I've received. She answered all my questions with expert knowledge, but in a way that was easy for me to understand. She and the entire office were also very kind and attentive every step of the way. Would definitely seek Elda and Lazos Tax again.

This was the 1st time doing my Taxes 2024 here at this Location. I was really happy with the service, great customer service. We will be back next year. Nancy Garcia was the agent and She did a great Job and help me with all the questions I had. I do recommend you to come in and get your Taxes done here. Thanks Fernando Gonzalez

I have been coming to Lazos Tax since they opened. Their staff is very friendly and knowledgeable. Julio takes care of my taxes and makes worries go away and makes me feel prepared for the next year. I recommend them to everyone. Thank you to the Lazos team!

My first time filing my taxes at lazos and my experience was amazing! Veronica is great help, very informative, guided me through the process. Veronica is very professional and didn't charge an arm and a leg to get it done I will definitely come back again.

I am writing to express my sincere appreciation for the exceptional service I received from Nancy at Lasso's Tax. Her professionalism and dedication were instrumental in navigating a complex tax situation, particularly given my demanding schedule. Nancy's thorough review of my information and her clear explanations ensured a seamless and stress-free experience. I wholeheartedly recommend Lasso's Tax for their commitment to client satisfaction and the expertise of their team members.

?We had an amazing experience at Lazos Taxes! Julio helped us with our tax return, and he was incredibly informative, helpful, and professional. He made the whole process smooth and easy to understand. We used to go to a different place, but after experiencing the excellent service here, We are definitely sticking with Lazos Taxes. Highly recommend 100%!?

Nancy is the best tax accountant in the city of Vista! I know I can always rely on her to provide me with information regarding my taxes. She is very sweet and knowledgeable within her field. Don't look any further, she is your girl at Lazos Tax ????

Been doing taxes with Lazos tax service for 3 years now. Great service!! Julio is great at explaining everything and he even helped me fix some issues I had with my taxes I did at another location.

First time using Lazos Tax services and Julio did a great job! Julio helped me out with both my business and personal taxes and was very professional and knowledgeable in taking care of filing my taxes in a timely manner.

My husband and I appreciate the time that our tax representative Julio took explaining and handling our tax information. The best accountant that we have work with. Very polite. Julio we appreciate you. Thank you.

Elda Gonzalez did an amazing job! Super thorough and patient. I'm so glad I did my taxes with her! 10/10 recommend

Julio was exceptional helping us with our taxes. His service was very professional and took the time to help us very patiently. I will recommend his services to our friends and family.

I've been doing my taxes with Julio Ortiz for 6 years and he is always super responsive and ready to help us with updated information, fast, responsible and friendly service. I 100% recommend his services.

I highly recommend Lazos Tax for income taxes they are super friendly & very knowledgeable. Everyone there is amazing I highly recommend asking for Julio or Elda. They take walk-ins & appointments.

Nancy is amazing very professional and knowledgeable!! She's been doing my taxes since 2013 the office is full of very knowledgeable and helpful folks they are so sweet!!

Julio is the best! I had dug myself in a wee little mess and it's haunted me since 2022. With Julio?s help and responsiveness, he has me all caught up. I can finally sleep at night. On a serious note, he was more than professional and informative when I had questions. I suggest you make an appointment with him if you need affordable services or a simple consultation. I felt I had honest answers and assistance with integrity behind it. That means a lot to me. Key words are integrity and affordability for my

Nancy Garc?a is the best when it comes to tax preparation. Always doing her best so we can get the best outcome. Dont hesitate to reach out to Lazos tax they are all profesional, Friendly, welcoming staff. God bless Lazo Tax !

For the past six years, Nancy has been my go-to tax guru, and I can't say enough good things about her! She's been nothing short of amazing, making the often daunting tax season so much easier.

Have been coming to Lazos Tax since they opened there location in Vista, the staff is always helpful and once you walk in they ask if you have been helped. On top of customer service here. Highly recommend

Julio is great! I even recommended him to my sisters and they are also satisfied with his service. Thank you Julio!

My first time here Julio was super nice took his time to explain and help us out 5 stars all the way keep it up i will definitely spread the word my new tax guy

Nancy, did an amazing job. She was so helpful, understanding, and informative throughout my appointment. Will come again.

Nancy was very helpful and knowledgeable with her expertise. Do your taxes with Nancy you won't regret it.

Came here to do my taxes with Nancy Garcia. And did a very well job. Highly recommend to do your taxes with her.

Julio was amazing! Made it very fast and easy to file! Was in & out within an hour :) Definitely recommend!!

Great tax person! Julio did an amazing job and answered all questions I had.

Had a great experience with Julio. Made the process easy, efficient, and answered any questions I had. Will definitely be returning

I had a great experience working with Elda. She was very knowledgeable and professional about my tax situation and she explained in detail so I could understand. I would totally recommend doing your taxes with Lazo Tax Service.

#1 EXPERT'S IN TAX'S !!! . THIS WAS OUR FIRST TIME WORKING WITH YOU TODAY. WE APPRECIATE YOUR SERVICE AND COMPLETE KNOWLEDGE OF THE TAX SYSTEM. WE WILL BE WORKING WITH YOU GUYS FOR MANY YEARS TO COME. DEFINITELY A GREAT PLACE !!!

Overall a great tax place. Everyone is very welcoming and helpful. They care for your tax return not just a file and go.

I'm very glad to have found Laxis Tax. Julio the accountant was very knowledgeable and thorough. He did an amazing job looking for things that would help me out. I'm very satisfied and will be back to get my filings done.

Julio was nice and professional, I will definitely refer him to all my family and friends

They helped me so much to figure out what I need to pay this year and figure out payments plans. This was very helpful as it is my first time filing taxes

Nancy is the best! She has always been so helpful and efficient when filling our taxes!

I did my taxes at Lagos Tax and Julio helped me with my taxes and was very nice and helpful. I recommend Julio.

Wonderful service. Nancy Garcia was such a professional i will definitely tell friend and family to come hire.

Nancy is the best! She was super patient and helpful with our family?s tax return!

Amazing service by Nancy! Highly recommend! Great affordable prices as well can't compete!

They do great service. I love coming here to do my taxes. Great people !

I have been going to Lazos taxes for the last 3 years. Julio is always amazing.

Very professional work done by Julio. He was able to answer any questions I had.

Elda was very helpful and informative, took the hassle out of doing taxes. DEFINITELY COMING BACK NEXT YEAR.

This is my second time coming back to Julio for tax preparation. He is extremely knowledgeable and patient with everyone. He makes sure you understand every form and every number. Julio truly has your best interest when filing your taxes. For as long as he's around, my family and I will continue to come to him.

First time here and Veronica did a great job at explaining every detail.

Elda Gonzales helped me with my taxes and it was a great experience!

Very professional and friendly. First time doing tax here. I will make this my regular place to go.

Nancy was great as always. Recommend for any tax needs!

Julio was very friendly and helpful. Recommend coming here.

Best in the business. I will follow Nancy anywhere. Thank you Nancy.

Amazing services like always from Nancy! Thank you for your professionalism and efficiency!!!

I've been filing my taxes with Elda for 8 years and she's very patient, professional and knowledgeable. I highly recommend doing your taxes here. Julio and Elda are extremely kind and helpful.

best Company To do Your Taxes - Diana Najera

Great customer service and very helpful with all their knowledge.

Good service, friendly, and very knowledgeable in field of business.

Good experience Nancy she's good person and helping good

Julio was very knowledgeable, professional and attentive. He was thorough and answered all of my questions. Will definitely be back!

Super good service very friendly and kind!

Great job ! Very professional ?? ??

They are nice people , friendly and professional

Nancy was easy to work with ????

Excellent customer service, very profesional knowledgeable, no rush and all questions answered, very affordable price , definitely recommended!

Lazos Tax > H&R Block

Great customer service.

Excellent costumer service

(Translated by Google) Julio is the ultimate professional he is a sincere, patient, and a Subject Matter Expert in his field. Julio has a knack for explaining complicated tax issues in a very simple manner and never makes us feel rushed or pressured. Julio is the best professional: he is sincere, patient and a subject matter expert in his field. Julio has a knack for explaining complicated tax issues in a very simple way and never made us feel rushed or pressured. (Original) Julio is the ultimate professi

(Translated by Google) Nancy Garcia did my taxes this year 2025. My first time with Lazos Tax and I don't regret coming. Nancy was very kind but above all very professional and answered all my questions and concerns. 100% recommended! (Original) Nancy Garcia hizo mis taxes este a?o 2025. Mi primera vez con Lazos Tax y no me arrepiento de aver venido. Nancy fue muy amable pero sobre todo muy profesional y contesto todas mis preguntas y dudas. 100% recomendado!

(Translated by Google) Veronica helped me with my taxes, and she was thorough and communicative, walking me through the process. I highly recommend coming here to do your taxes! Veronica helped me with my taxes, and she was very detailed with everything. She explained the entire process to me to avoid any doubts. I highly recommend coming here to do your taxes! Thank you to the entire team! (Original) Veronica helped me with my taxes & she was thorough, communicative with walking me through the process.

(Translated by Google) I filed my tax return at this office with the help of Julio. Of which I can comment that it was satisfactory and very enjoyable, in an environment of great kindness not only from Julio but from the staff in general. I can highly recommend this service. (Original) Realize mi declaraci?n de impuestos en esta oficina con la ayuda de Julio. De la cual puedo comentar que fue satisfactoria y muy amena, en un entorno de mucha amabilidad no solo de Julio si no del personal en general. Puedo

(Translated by Google) Highly recommended, the friends of (Lazos tax) are experts. In his profession Be it with mortgage loans or personal taxes, They even have life insurance plans, etc. in their repertoire. Don't hesitate to contact them They will be in good hands Luck (Original) Muy recomendable , los amigos de (Lazos tax) son expertos . En su Profesi?n Sea con prestamos hipotecarios oh impuestos personales , Asta tienen en su repertorio planes de seguro de viva etc . No duden en asercarse con ellos E

(Translated by Google) Nancy Garc?a helped me. I looked for her because she is in another office and she always treated me with kindness. Fortunately, I found her thanks to the networks and as always, her service was the best. She treated me very well. She resolved absolutely all of our doubts and there was no waiting time. ???? (Original) Me atendi? Nancy Garc?a la busque por qu? ella est?n en otro despacho y siempre me atendi? con amabilidad afortunadamente la encontr? gracias a las redes y como siempre

(Translated by Google) Excellent service, their work is very professional, they are the best!! (Original) Exelente servicio, muy profesionales es su trabajo ,son los mejores!!

(Translated by Google) I am very happy with the service they provide. I highly recommend them. They are professional and very friendly. They give us the best suggestions for our needs. (Original) Estoy muy contenta por el servicio que me brindan los recomiendo mucho son profesionales y muy amables nos dan las mejores sugerencias para nuestras necesidades

(Translated by Google) Thanks to Lazos Tax and I recommend it and above all the person who helped me is a great person, I really recommend Nancy Garcia ?? (Original) Gracias a lazos tax y se lo recomiendo y sobre todo la persona que me atendi? es una gran persona ,realmente recomiendo a Nancy Garcia ??

(Translated by Google) Thank you very much for your service in helping us do our taxes. Thank you Julio for your excellent service (Original) Muchas Gracias por su servicio en ayudandonos hacer nuestros taxes. Gracias Julio por su exelente servicio

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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