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Legacy Income Tax Services

Legacy Income Tax Services

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, professionalism, and maximizing refunds. Many long-term clients praise the friendly, knowledgeable staff and strong Spanish-language support. Most report excellent customer care with thorough attention to detail. A few negative mentions cite communication issues and rare errors. The consistent 5-star ratings reflect high satisfaction, with multiple reviewers strongly recommending the service for tax preparation. Some note appointment challenges but praise fast, effective work. The consensus shows a trusted, reliable tax service with particular strength in personalized attention.

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

14270 7th St

Victorville, California 92395

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Beware! Makes critical mistakes that will cost the customer. Even when asked to rectify is not willing to compromise.

Highly recommend legacy taxes. Laura won't stop until you can get the highest amount possible. She makes you feel very welcome. My family and I have been going to her for years and she never disappoints. Definitely take your time to check her out, promise you won't be disappointed.

I been going to legacy tax for a few years now i reccomend them. They always do the there best to get you back as much as possible for taxes

I highly recommend Legacy Income Tax Services. They are very professional, friendly, knowledgeable, and they answered all of my questions. They helped me get the maximum on my refund and guided me for the upcoming years. Get your taxes done here, you won't regret it.

I've been coming to Laura since I was a little girl. She is full of knowledge in her position, is so welcoming, and makes herself available in order to provide the highest form of customer service! I can't imagine going anywhere else, besides with her. I have referred so many people that say nothing but good things from their experience. She always helps you get the highest amount the right way, something that not everyone is trained to do. Thank you, Laura my friend! :)

It was a fast service, but to make an appointment I had to call the number in the photo because it wasn't listed anywhere

I highly recommend Legacy Income Tax I'm extremely happy and satisfied not only are they the Best, Keep everything Professional and Great Customer Service they really take the time to help you get the most back on your refund.Make sure to ask for Laura she is the best she really takes her time to go over every detail and helps out with any issues you have.

The hours here on google are incorrect. Nobody answers the phone and the voicemail is full. I have called multiple times on multiple days.

Legacy taxes is the best place to get your taxes done, I been coming here for years and I'm never disappointed. I highly recommend this place to my friends and family.

Hello All, I highly recommend Legacy Income Tax Service?s. They are quick and will help you get the most out of your re-turn. ??%

I have been going here many years and highly recommend Laura. Laura is always fast, friendly, and reliable.

excellent service and attention from Miss Laura Jimenez I recommend it 100%

Very great people and great prices will return for all services

Very professional and friendly services

(Translated by Google) If you're looking for a place to get your taxes done, ?? stop looking and go visit Legacy Income Tax. (??% recommended?)They are the best, they take their time to get you the maximum refund, they answer all your questions, and help you with any issue you may have. Take some time to try them out, you won't regret it. If you are looking for a place to do your taxes, ?? look no further and go and visit Legacy Income Tax. (??% recommended ?) They are the best, they take the time to give

(Translated by Google) Legacy tax is a very good place to do your taxes, I recommend that if you have not done them you go and do them here, They are very kind people and know how to do their job very well and for every question or doubt you have they know how to guide/help you well and in the best way! (Original) Legacy tax es un muy buen lugar para hacer sus taxes, les recomiendo que si no los an hecho vallan y los agan aqu?, Son unas personas muy amables y saven muy bien hacer su trabajo y por cada preg

(Translated by Google) The treatment is professional, friendly and very knowledgeable, the way of analyzing tax preparation is extraordinary and the treatment is also in Spanish, too many professionals I sincerely recommend them. (Original) El trato profesional,amable y con mucho conocimiento , la manera de analizar la preparaci?n de los impuestos es extraordinaria y el trato es tambi?n en espa?ol,demasiado profesionales los recomiendo sinceramente.

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.