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Lupita G Fernandez & Associates

Lupita G Fernandez & Associates

Reviews Summary

The majority of reviews praise the professional, friendly, and knowledgeable service, particularly highlighting efficient tax preparation and excellent customer care. Many long-term clients recommend the business for its expertise and reliability. However, a few negative reviews cite poor communication, long wait times, and occasional unprofessional behavior, with some questioning the authenticity of positive feedback. Overall, satisfaction is high among repeat customers, though some express frustration with scheduling and follow-up issues.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Years of Practice
In-person Support

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
Payroll
Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
State-Specific Experience
Multi-state Experience
Years of Practice
In-person Support

Contact Information

Address

492 W San Ysidro Blvd Ste B

San Ysidro, California 92173

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9:30AM-6PM
Tuesday 9:30AM-6PM
Wednesday 9:30AM-6PM
Thursday Closed
Friday Closed
Saturday Closed

Customer Reviews

They have excellent service. They will answer every question you have about the tax process with expertise. They will always try to help you out to try to maximize your return. They will listen to you and take the time to explain any element of the process with calm and in a way we can all understand. I have been coming in for several years now. I highly recommend them.

Karla is AMAZING!! Been coming to her for almost 5 years!! I went to 3 different places before here and they were all so bad! Always overpriced and low return. My parents also come here and my grandparents! Trying to convince my siblings to as well because she's quick, smart, and honest! Love it! Customer Service is a 10/10. Thank you Karla for always helping me!

Great place to get your taxes done! Staff are very nice and they try their best to help! Karla is our person we go to every year! She is really great!??

This place is awesome. All staff is courteous and professional. Karla is very professional and has great customer service. She definitely works with a servant's heart.

The kindest and most reliable people. They always make the best effort to give me the best service and best results every year.

Attention to detail and explained well any questions I had. My family has come to them for years, and the quality has only improved.

Great service, Karla Vidrio is very professional and provided excellent guidance.

Cirene is awesome!!! Great customer service, very detail oriented.

Super professional staff and very knowledgeable!

I made an appointment for new bookkeeping service on Friday from Monday 3pm. I confirmed it via there automated app. Comes Monday 3pm I'm waiting get no call. 3:15pm I call and they put me on hold for 5 minutes. I hung up. It's 3:30 still no service call. It's terrible first impression. I'm not doing business with them. The worst part if you analyze their good reviews they seem FAKE and fabricated. I WOULD BE CONCERNED TO GIVE THESE PEOPLE MY PERSONAL PRIVATE INFORMATION.

I've been doing my taxes at their locations for years and really don't think to do them anywhere else. I'm very happy with the employees knowledge. If I could give them more stars I would. Thank you all for your awesome communication, trust worthiness and knowledge.

Very Professional Income Tax Preparers. They have a full staff which is ready to work with you, a big A+ since I didn't have to wait. They answered all my income tax questions right away. I will continue to do business with a Professional company like Lupita G. Fernandez. I have recommended their services to all my family and friends.

They were very professional and experienced on my bookkeeping and taxes. Their new location provided better parking and a relaxing ambiance. Their staff was very accommodating and professional from the start to the end.

Lies lies and more lies... Even if you set an appointment time, they make you comeback with the promise of having everything ready to sign. When you come back they make you wait... I am just trying to get my paperwork back to go somewhere else. Don't. Waste your time.

I called in and a man said "come on in right now, we can help you" Once there the receptionist said "can you wait about an hour?" I did notice they were bussy, which I thought was good so I said "ok". 2 hours later I ask how much more time? and they couldn't even find the list where my name was, and once they find it she says "can you come back tomorrow we are too bussy.. bla bla bla. COULD OF SAID THAT 2 HOURS AGO!!!!!

Great family business. Very hard working, honest and friendly. They sincerely care about there customers and obtaining the best results for them.

I have been doing taxes with Lupita for over 15 years. Yes, sometimes they are busy, that's why you have to make an appointment. And if you have to wait, then that's the price of getting things done the right way.

Great service, Friendly staff, and I was seated with my appointment within 15 minutes or arriving.

Great customer service

Can always count on them during tax season. Great customer service, we value their expertise.

Awesome incredible company, service, professionals, knowledge you cant put a price on. I highly recommend their services!!

This office has very friendly staff, they helped me understand the new IRS laws, and it's a very calm office and its professional

Friendly staff and excellent service.

It was Quick an they were nice Recomended

Tax services, insurance and more.

(Translated by Google) Karla has been helping my family file taxes all her life. Always very good customer service and very clean and comfortable facilities. Karla makes sure to answer all of our questions and educate us on what is necessary in our process. (Original) Karla lleva toda la vida ayudando a mi familia ha declarar impuestos. Siempre muy buen servicio al cliente e instalaciones muy limpias y c?modas. Karla se asegura de contestar todas nuestras preguntas y educarnos en lo necesario de nuestro pr

(Translated by Google) I love the services they provide us! Always attentive to our needs, I am doing my taxes, paystubs, and accounting. I really highly recommend their services. (Original) Me encantan los servicios que nos brindan ! Siempre atentos a nuestras necesidades, estoy haciendo mis impuestos, paystubs, y contabilidad. La verdad recomiendo mucho sus servicios.

(Translated by Google) Very good experience, the staff is very friendly and they help you make your process simple and fast, I recommend them by expanding (Original) Muy buena experiencia, el personal muy amable y te ayudan a que tu tramite sea sencillo y r?pido, los recomiendo ampliando

(Translated by Google) I have been doing my taxes with this office for many years, excellent service and disposition! (Original) Llevo muchos a?os haciendo mis impuestos con esta oficina, excelente servicio y disposici?n!

(Translated by Google) Bad experience, we sent an email with all the papers to the person who was not supposed to do the taxis, he did not send us an email back after receiving it, so about 15 days later we spoke to see what show, and they said oh, sorry, we'll work on it. And if we told the person that there is not even feedback received, we are working on it or that it will take more time, something... well, they already did it, they sent us the papers to digitally sign, we signed them, the next day if t

(Translated by Google) Terrible service to open your company, the truth is they have made too many mistakes, I do not recommend them at all and the taxes wow, not to mention, they gave me the wrong bank account and thanks to that I have not yet received them and since February I did my taxes 4 months ago and still nothing ?? I am too angry, I will never acquire the services of these people who have no experience again; The place looks first class but the people who work there have no idea about anything! R

(Translated by Google) Excellent service and super friendly staff (Original) Excelente servicio y staff s?per friendly staff

(Translated by Google) Professionalism and excellence, Thank you Lupita and Karla (Original) Profesionalismo y excelencia, Gracias Lupita y Karla

(Translated by Google) Super friendly excellent service (Original) S?per amables excelente servicio

(Translated by Google) I have been doing my taxes in this place for 6 years and I have always had a very good experience with the treatment and service they provide, especially from Ver?nica in the tax area. (Original) Llevo 6 a?os haciendo mis taxes en este lugar y siempre he tenido muy buena experiencia con el trato y servicio que brindan en especial de ver?nica en el ?rea de impuestos

(Translated by Google) I went to do my taxes and they told me that they couldn't do anything to me and then the lady almost yelled at me for bad service just to waste my time ?? (Original) Fui a aser mis impuestos y me dijieron que no me podian aser nada y luego la se?ora casi asta me gritaba mal servicio nomas asen perder el Tiempo ??

(Translated by Google) Mrs. Lupita was very professional. (Original) La se?ora Lupita fue muy profesional.

(Translated by Google) Lupita is the best! (Original) Lupita es la mejoooooor!

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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