*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
18281 Laguna Pl
Fontana, California 92336
This was our first time coming to Lydia to do our taxes and we are very happy we did!! We needed someone reliable and fast she was very great. She explained everything and was very detailed and patient. She definitely put customers before anything!! If you are looking for someone to do your tax service with she is the one you are looking for!!
Lydia Dominguez Mobile Income Tax has the best quality service I have ever experienced. She is very responsive and will spend as much quality time as needed in order to provide you with the best results. She goes above and beyond for her customers and will work around your schedule. She is very professional, explanatory, informative, and helpful. As far as quality of service, I would give 10/10 because she is very timely, punctual, and overachieving for customer satisfaction!
I really enjoy doing business with Lydia she got my taxes in order and gave me great advise as to how to handle my finances in the future . Very smart lady she knows her business . Sent clients to her and they where very pleased with Lydia?s knowledge about her businesses. Highly recommend her . Thank you
She is not only friendly but is very informative about all the Tax Laws, she went above and beyond with her service. My wife and I would recommended her to our coworkers which they all praised her excellent skills at taking care of something that everyone hates to deal with . They say only 2 things are certain and that's death and TAXES , But if you have Lydia Dominguez on your side you only gotta worry about 1 thing lol
I have been going to Lydia for years and referring her clients because she is always very attentive to her clients and explains the information. Her work ethic is beyond measure definitely would recommend.
She is the best she explain the process in detail compare to other tax preparers she gave us advice which we never got before. She was really nice she got us the most refund. She?s the best!
Lydia is a very honest and professional my husband and i have been trusting her for years now and will continue to do so.
Very honest and reliable. Always goes that extra mile. The best!
Best tax preparer highly recommend ??
Excellent customer service! Satisfaction guaranteed! Highly recommended!
Did a great job fast worker
(Translated by Google) I think it is the best option in doing taxes, thank you (Original) Creo que es la mejor opci?n en hacer los taxes , gracias
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.