LV Paralegal & Tax Services

LV Paralegal & Tax Services

Reviews Summary

Customers consistently praise the professionalism, expertise, and friendly service. Many travel from distant cities (Pomona, Riverside, Los Angeles, etc.) due to the exceptional quality, highlighting fast, thorough, and affordable assistance with taxes, legal matters, and insurance. Reviews emphasize personalized care, clear explanations, and strong refund outcomes, making the long trips worthwhile. The team is described as patient, kind, and highly recommended by long-term clients. Bilingual service is also appreciated.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Freelancers
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Bilingual Services
Years of Practice

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

Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Freelancers
Individual Taxpayers
QuickBooks
State-Specific Experience
Multi-state Experience
Bilingual Services
Years of Practice

Contact Information

Address

10742- 1 Garvey Ave

El Monte, California 91733

Hours

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

Customer Reviews

Been coming here for yearsss before, during & after covid w/ many different situations to navigate thru Vicente y Miss Elizabeth have always shown exceptional hospitality, customer service, gratitude & gracious help every year! Blessing to have such people as wonderful gifts from God

Third year in a row filing taxes by Vincent with the support of Liz! Thankful to have their support these past few years. They make the process quick and easy when filing close to the deadline. Always a pleasure they truly appreciate their clients.

I've been bringing my god mother for more than 5 years to Lv Financial for her taxes & let me just say we are beyond thankful for their services. Super friendly, very supportive & very helpful. We highly recommend them to everyone. Come and do your taxes you won't regret it!

Great experience and very helpful Please anytime stop by for any assistance paralegal and tax

I had a very excellent experience at LV . Liz was very professional and informative. I will be returning again as a customer. Very detailed.

I love going and doing my taxes great people.They always explain everything I need to know when I do not understand.

I am beyond impressed at how professional they are. I highly recommend Mr. Enriquez and his wife. They helped us file our taxes last minute, very nice and down to earth people.

Very helpful and amazing people! The best service all around El Monte hands down

Best tax. Place el monte ever it's where my me and my go and our family Vincent it's awesome great service

My experience with this business it's been always positive, they are discrete, respectful and courteous. They are very patient in helping and answer all my questions and their prices are very competitive. I sure recommend them for your legal, financial needs and services

My divorce went fast and not expensive! I recommend this office: Vincent is very knowledgeable. Liz has done my taxes, and she has got great refunds for me. That's why I come from Los Angeles to ?l Monte.

Got referred by a friend. Vincent, his wife, and assistant are pretty cool. Nice small office with a family feel. He took the time to work on my account and got me good deductions. I came later in the day, so there wasn't a rushed feel. Highly recommended.

This office assisted me in my Bankruptcy Chapter 7. They were very professional. Also, they are experts in preparing taxes. I have coming to this office for over 10 years. I highly recommend this office and especially Mr. Enriquez.

We as a company highly recommend LV Financial & Insurance Services as we have been coming to Vincent for our company taxes. We recommend taxes being done as a business or if your in need of personal taxes as well they are here to help. Will continue to work with Vincent and his team in the future.

Two years in a row having my taxes done by Vincent with the support of Liz! Thankful to have someone walk me through the process and explain to me about what I can change for the following year for the best outcome. My experience is amazing everytime!

Vincent has prepared my taxes for more than 20 years. They are professional. I recommend this office. Despite that I live in Pomona, I prefer to travel for their service.

I highly recommend LV Financial And Insurance Services as Vincent helped me in filling for divorce and has gone with me through the process with ease. I will definitely recommend their services for anyone looking for similar services and or others that they offer.

I highly recommend Vincent from the office of LV Financial And Insurance Services as they have helped me in legal living trust. To make things better they also offer services in taxes where I've been coming here for 2 years now and will continue to request their services.

Wonderful services, Mr. Vince Enriquez is a super professional. I recommend him highly!

Thank you for helping me with my divorce case. I live in Pasadena but was referred to this office by a friend... I'm glad I went to them as the entire staff was highly professional and compassionate to my situation. I had a wonderful experience, they are extremely knowledgeable. I would greatly recommend them.

Great costumer service, friendly and professional. They answer all my questions and concerns. Will recommend to my family and friends. Thank you Vincent, Liz and Yasmin for your service.

This office has done various services to me. My divorce went fast, less than 8 months and at a low price. The Grant Deed was successful and fast. The eviction is in process and is going without and problem. I proud recommend this office. I live in La Puente, CA.

My taxes were prepared and my opinion to this office is highly to be recommended. I don't mind to travel from Fontana to El Monte. They also assisted my niece with her divorce. Very affordable.

Tax season is coming and there's nothing more than knowing you're in great hands everyone is very helpful fast services and no difficulty if you are a first timer I definitely recommend this place !!!

I've been with Vincent for almost 10years!! Great service! Hes done taxes and Family law for me. He has also fixes credit for higher credit scores!!!! I highly recommend him.

I received legal and tax services for long time, very professional, honesty and compassionate people. Vincent Enriquez really wants to help his community and his professional advice and legal help I'm more prepare and knowledgeable about my finances. I definitely recommend Mr. Vincent to help you ,

Excellent Service, Vincent and his team are awesome. I've been coming for the past two years, Thank You!

LV Financial and Insurance has helped my husband and I repair our credit. They have made this progress simple and headache free. We have seen a dramatic change in our credit score. This place is worth the drive from Adelanto, CA ????????????

Always helping me out with my Tax problems. Awesome place. Highly recommended!

This office has been good to my family and I , I live in Chino CA , this office is in El Monte CA , but the trip is worth the while , keep up the good work

Great experience here! It was my first time doing my taxes and Vincent helped and explained everything thoroughly so I could understand. 100% would recommend!!

Vincent is awesome guy terrific paralegal he doesn't give up until the job is done!

Helped me get my money back on my tax break last year. I live in Riveraide but will still make the trip out to El Monte for their amazing service and professional atmosphere.

Very satisfying service nice and humble professional personnel i would recommend this place to all of my friends.

I come from Bakersfield to do my taxes with Vincent. Both him and his wife are very kind and efficient. I highly recommend this place!

This office is very professional. I do my taxes there since 2005 and they did my credit repair, and I insure my two cars there. I do recommend them.

Vincent helped me with my taxes and was patient and kind throughout the whole process! Highly recommend! Also does other services as well! ??

Had a positive experience here. Vincent and company took care of my divorce in a quick and painless manner. I highly recommend this place.

Vincent, the paralegal of this office did an excellent service regarding my divorce pricess. It took no longer of 8 months, fast and affordable.

Did my. immigration services with Vincent and was so helpful and kind. I live in Rowland Heights and i don't mind the trip to el monte because he never fails .

Best tax guy in San Gabriel valley always feel very welcome into there office been a client for 7years and it will be a family tradition for us thank u Vincent for everything u r the best and u can always thank him with a latte

I Drive from La Puente all the way to El Monte to have my Income Taxes and Auto Insurance done. NVE is my office and I recomend them

Lovely and always ready to help. Very satisfied with the quick and accurate services they provide.

This is our second year filing our taxes in here and it was good. Vincent is very understanding and friedly. Definitely recommend to go in this place.

I was very delighted with the service. i did my taxes and a credit repair. i am from Rancho Cucamonga and the trip is worth it. i recommend this office.

Very helpful always responded to any of my calls. Resolved my problems with no Hassel. 100% reccomend to anyone.

Very knowledgeable in tax laws. Very happy to come here. Does great work

I know this place and Mr, Vincent Enriquez help me with all my legal, insurance and income tax. This place it is the best. Thank you Daniel Pacheco

This is the place were I do my taxes and they do a good job as it is and I highly recommend to come here and they will help you out with other stuff they work with as well

Amazing services, was able to help me with my eviction case

The best. Been coming here for years. They really do know what they're doing.

Nothing but great service Offers many different services And Vincent is very nice and also very informative Thank you for your amazing work

Very fast and great service. Explained everything in good detail and answered all of our questions.

my experience in this office was amazing

Great service.. fast as 123 and go!

Vincent helped me with my Living Trust and Taxes !!

Best divorce office The service was professional

Very polite and very helpful!

(Translated by Google) Excellent service. This office has prepared my Taxes plus other services for 12 years. I recommend them. (Original) Excelente servicio. Esta oficina ha preparado mis Taxes m?s otros servicios desde hace 12 a?os. Los recomiendo.

(Translated by Google) I highly recommend LV Financial. They have prepared my taxes and other services. Excellent attention. Very professional people. (Original) Recomiendo ampliamente a LV Financial. Me han preparado mis taxes y otros servicios. Excelente atenci?n. Gente muy profesionales.

(Translated by Google) I recommend it one hundred percent, they are very kind and explain everything perfectly with my power of attorney letter that they gave me. (Original) Lo recomiendo a el cien por ciento son muy amables y explican todo a la perfecci?n con mi carta poder que me izieron

(Translated by Google) A very good experience. Very professional service, very charismatic and honest people. I definitely plan to come next year. Thank you very much for your services.?? (Original) Una muy buena experiencia. Servicio muy profesional, personas muy carism?ticas y honestas. Definitivamente pienso venir el pr?ximo a?o. Muchas gracias por sus servicios.??

(Translated by Google) Very good customer service, I highly recommend them. Excellent. (Original) Muy buena atencion al cliente se los recomiendo. Excelente.

(Translated by Google) Excellent customer service. They explain the information very well before proceeding with any procedure. They are very careful, kind, and respectful. I also loved that they had some accessories to keep the children calm while waiting and receiving care. They have definitely become a trusted place for me due to their excellent work and service. (Original) Excelente atenci?n al cliente, te explican muy bien la informaci?n antes de proceder con cualquier tr?mite. Muy cuidadosos, amables

(Translated by Google) Previously I went to another place and I never had the desired result until I stopped at this site and since then I have been using their services for years, excellent customer service, they have a lot of patience with me and their treatment is very respectful, HIGHLY RECOMMENDED! Previously I attended another place and I never had the desired result until I stopped at this siege and since then I have been using their services for years, excellent customer service, they have a lot of

(Translated by Google) After a lawyer who was very professional and never managed to divorce me, leaving everything very messy, I had the great blessing of meeting Mr. Vincent and his entire team of professionals who worked on my case and today I am very happy and satisfied with my divorce legal . Thank you so much!! I recommend them, they are the best!!?????? (Original) Despu?s de que un abogado seg?n muy profesional y nunca logr? divorciarme dejando todo muy desordenado tube la gran bendici?n de encontra

(Translated by Google) I have received good treatment with this company, they have done my taxes and they give me my good refund, I come from Pomona only with them (Original) he recibido buen trato con esta empresa, me han hecho mis taxes y me dan mi buen reembolso, vengo desde pomona solo con ellos

(Translated by Google) Very good (Original) Muy bueno

(Translated by Google) I've been doing my taxes here for 8 years. I come from La Puente, California. I'm very happy here. They treat me like family. They're very kind. I feel very happy. I recommend it 100%, come, you won't regret it. (Original) Tengo 8 a?os haciendo mis taxes aqui yo vengo desde la puente california estoy muy contento aqui me tratan como familia son muy amables me siento muy contento yo lo recomiendo 100?/, vengan no se van a arrepentir

(Translated by Google) We bought insurance for funeral expenses and the attention and explanation they gave me was so extensive that we fully understood the process and a plan that we could really afford. My citizenship process was very well prepared and at an affordable price. Go from Riverside to El Monte It was worth it I recommend them a hundred ?????? (Original) Compramos un seguro para gastos funerarios y la atenci?n y explicaci?n que me dieron fue tan amplia que entendimos enteramente el proceso y u

(Translated by Google) Very good service (Original) Muy buena atenci?n

(Translated by Google) Very good and friendly service (Original) Muy buen y amable servicio

(Translated by Google) He does a very good job, very friendly, I have been doing my INCOME TAX with Mr. Vincent for many years, I recommend him to you. (Original) Hace muy buen trabajo muy hamable, tengo muchos a?os haciendo mis INCOME TAX con el se?or vincent se los recomiendo

(Translated by Google) I have been doing my taxes in this office for years. Good service and low price. attention and good price. I recommend to h (Original) Tengo a?os haciendo mis taxes en esta oficina. Buena atencion y bajo precio. atenci?n y buen precio. recomiendo a H

(Translated by Google) I appreciate the attention they provided me, very reliable and friendly. They gave me good information for the process I needed to fix, they helped me a lot. Thank you ?? (Original) Agradezco la atenci?n que me proporcionaron, muy confiable y amigable. Me indicaron bien la informaci?n para el proceso que necesitaba arreglar, me ayudaron mucho. Gracias ??

(Translated by Google) Very attentive and professional, affordable prices, I highly recommend them!! (Original) Muy atentos y profesionales costos accesibles, los recomiendo mucho!!

(Translated by Google) It's a good place, highly recommended. They are very kind and honest. They have helped me for seven years. I am very grateful. (Original) Es un buen lugar muy recomendable Muy amables y sinseros me an ayudado durante Siete anos les agradesco mucho

(Translated by Google) Excellent and friendly service, I recommend them. (Original) Un eselente servicio y amabilida los recomiendo

(Translated by Google) Well they are very friendly from Pomona we come here good service (Original) Bueno son muy amables desde Pomona venimos ac? bien servicio

(Translated by Google) Very good service I recommend it ?? (Original) Muy buen servicio se los recomiendo ??

(Translated by Google) Very good cervisio and kindness I recommend it (Original) Muy buen cervisio y amabilidad lo recomindo

(Translated by Google) Excellent service, (Original) Exelente servicio,

(Translated by Google) Highly recommended professional service (Original) Servicio profesional altamente recomendado

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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