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M&A Taxes and Notary Services

M&A Taxes and Notary Services

Reviews Summary

Customers consistently praise the tax and notary services for their professionalism, thoroughness, and affordability. Many highlight the preparer's responsiveness, clear communication, and willingness to explain the process in detail. Long-term clients appreciate the reliable, personalized service, often mentioning quick refunds and follow-up updates. The welcoming, family-like atmosphere and trustworthiness are frequently noted, with multiple reviewers stating they wouldn't go elsewhere. The service is highly recommended for accuracy, transparency, and exceptional customer care.

About This Listing

Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services
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

Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services
In-person Support

Contact Information

Address

2122 N Broadway

Santa Ana, California 92706

Visit Website Call Now Get Directions

Hours

Sunday 11AM-3PM
Monday 10AM-6PM
Tuesday 10AM-6PM
Wednesday 10AM-6PM
Thursday 10AM-6PM
Friday 10AM-6PM
Saturday 10AM-6PM

Customer Reviews

I have been getting my taxes prepared by Matthew for a few years now and for all good reason. He is professional and thorough. Very quick and makes time for all his clients. He never submits unless authorized by you. I don?t think I can trust anyone else to do my taxes but him. If you?re looking to get your taxes prepared perfectly, then M&A Tax and Notary Services is the place for you. You will not regret it!

I have been coming here to do my taxes for the last couple of years and there's a good reason for that. Mateo takes his time in ensuring that I am doing everything correctly and he makes sure, that he is doing everything he can to help me out. I recommend him to anyone that asks me where I do my taxes and I will continue to go to him.

I've been going to Mathew for my taxes the last few years and never going to anyone else. He is very welcoming and thorough. Explains the process well and is quick to respond to any questions if they arise. I highly recommend his services.

Looking for a tax person or someone to help you with notarizing? Matthew is always very professional and quick! My boyfriend and I have been going to him for the past few years. We love how he takes the time to explain everything and is always so welcoming and makes us feel like family. I?ve gone to a few other tax preparers but no one compares to him. If you are in need of a CARING PROFESSIONAL he is the person you are looking for.

This is my 3rd year doing my taxes with Mateo. But I?ve known him longer than that. Very professional. Very courteous. Very thorough. And most importantly. Very kind. Throughout the whole process he asks you questions so you know what?s going on. And at the end he?ll show you everything so you again know what?s going on. After you?re done and go home to wait. He?ll give you follow up calls on whether you?ve received your returns or to let you know the status of your return. Overall just a great person !

Been going with Matthew for the past few years and it's only fair that I give credit and praise where it's due. The fact that Matthew not only takes care of you and does the best he can do, but also educates you along the way is phenomenal. Matthew strives above and beyond any other tax service out there. Matthew's work speaks for itself so do yourself a favor to give Matthew a visit, and I guarantee he will welcome you with open arms and hospitality. Keep up the great work Matthew!

My fianc? and I have used these services the past few years or so and we are forever grateful! Mateo is quick and prompt to answer questions and holds himself with the upmost professionalism. I very much look forward to continuing services year after year. If you need a solid, hardworking professional to go over your taxes and help you file, I recommend none other than M&A tax services :)

This my 3rd year getting my taxes done with M&A Tax and Notary Services the owner is always very professional pleasure to always do business with his staff very pleasant and respectful. I recommend highly this company always repayable and there when have any questions has a response within minutes gets back to you with a answer and very sincere with all that they do . Love you Mateo blessings always

I love Mateo and the way he helps you out. He?s literally so good at what he does and such an affordable price to get your taxes done here. Not to mention he treats you GREAT 10/10 would recommend coming here ??

Mateo was so pleasant and he helped with every question i had. I own my own balloon business and he offered me great advice. He is my go to tax person and i will be coming back to him again next year.

I have done my taxes with M&A for about 3 years now. Matthew is the best in what he does. When I have a question related to taxes he is always their for me. Definitely recommend everyone who wants their taxes done right!!

My husband and I went here to do our taxes. It was our first time working with Mateo. Overall he was very detailed oriented and answered all the questions we had. I would recommend this place to anyone who is filling their taxes.

Very good service highly recommend that you do your taxes with M&A tax company. Mateo helps you very well he will LITERALLY go the extra mile for you. Thanks Mateo for helping me with my taxes.

I have been conducting business with this tax for the last 3 years and now my children. We have experienced exceptional service, knowledge and professionalism beyond words. I highly recommend M&A Tax Service and you also will be returning for tax preparation..I rate 5 stars ?? ?? ?? ?? ?? on professionalism, knowledge, responsive, courtesy, value, quality, ethics, exceptionalism

Most definitely recommend M&A Tax Notary Service, been doing my taxes with them for years and all I can say is that its always a pleasure doing my taxes with them any concerns are answered. Very polite and professional Team, very affordable friendly environment. Best experience I've had.

Definitely will be coming back again with him again he?s always on top of everything making sure you get the accurate amount and updates you when you expect to get your refund if I would recommend anyone to do their taxes with someone I would say to go with Mateo :)

Been going to him for 3 years now. Will never go anywhere else. He does my whole family?s taxes. Gets you the best tax return and quick! Keeps you the the loop by contacting you the whole way. He makes it so easy for me too. Great prices.

I been doing my taxes for 3 years. Every time I'm very pleased with his service. Very nice guy a d great service. I would definitely recommend him.

Matthew is literally the best!!! I recommend him to all my family and everyone is obsessed, he?s professional and has great communication when you have questions, he responds immediately. 100/10 He will not FAIL you!

I?ve been Going with Matthew / Mateo for about 5 years and he is so nice and very Understanding great personality and Great Person to work with 100% will always stay working with him

Mateo does great at what he does and very informative about the information that you need to know. I know who to come to when i need help on taxes. I highly recommend him!!!!!

I known Mathew for quite some time and when it comes to do your taxes hes a good professional tax preparer and answers your question throughly i really recommend him....

Mateo is one of the best tax and notary professionals ever I would recommend doing your taxes with him.

My Expericence was Great with Mateo very professional and informative didn?t have to ask for anything he had the information ready for me and received my refund right away ??

Very professional and knowledgeable. By far the BEST tax experience I?ve had so far. I?ll definitely be a customer for years to come! Thank you again!

Had the best costumer service it was quick and easy I like how you can ask him ligit anything and he is upfront and honest I will definitely be coming back next year this is a must come tooooo place!!! ask for MATTEO ????

Would definitely recommend M&A Tax Notary Service, Mateo is very knowledgeable, thorough, fairly priced, and professional.

Very friendly and professional.I would definitely recommend Mateo to do any paper work needed. You won?t be disappointed.

I Have Recived Nothing But The Absolute Best Help From This Agent, He Take His Clients as His Number 1 Responsibility, and goes out of his way to treat them like Family Thank You Mr, Mateo

I really appreciate to have a professional and qualified representative very helpful he explained all my concern . I really appreciate it thank you so much for your help . Mateo

I?m very happy with their service! I would recommend them and will be coming back again

The best I would recommend this place. They are such nice people best service. They helped me out .

Mateo is very helpful and amazing to work with

(Translated by Google) Mateo is very professional at doing taxes. 2020 was my first year doing my taxes with him. And I'm very satisfied with his work. (Original) Mateo is very professional aciendo taxes el 2020 fue mi primer a?o que hice los taxes con el . Y estoy muy satisfecho con su trabajo

(Translated by Google) 100% Recommended very professional friendly he helped us with our taxes and property taxes Mattew is responsible and professional in his work he helped us with many doubts and questions I and my family are very happy to meet Mattew definitely We returned to HIM thank you very much ???? (Original) 100% Recomendado muy professional amigable nos ayudo con nuestros impuestos y property taxes Mattew es responsable y professional en su trabajo nos ayudo con muchas dudas y preguntas yo y m

(Translated by Google) I have been doing my taxes with Mateo, he is very professional with his work. To all those who are looking for a tax professional, I recommend M and A tax and notary, he is a very kind and trustworthy person. (Original) Yo he estado aciendo mis taxes con mateo es muy profesional con su trabajo a todos aquellos que buscan un profesional de taxes les recomiendo M Y A tax and notary es una persona muy amable y confiable

(Translated by Google) Hello Mateo S?nchez, I'm really happy with the good work you did with my taxes. Your work is guaranteed, and of course I recommend you so other people can come to your office. Thank you. (Original) Hola mateo S?nchez pues yo la verdad estoy contenta con tu buen trabajo que hiciste con mis taxes tu trabajo esta garantizado y por su puesto que te recomiendo para que otras personas vayan atu oficina gracias

(Translated by Google) I am very grateful for all the help they gave us. They explained everything to me in great detail. It is the first place where they made me feel confident and ask all my questions. . I RECOMMEND THEM... IT IS THE BEST PLACE TO MAKE YOUR TAXES. (Original) Estoy muy agradecida por toda la ayuda que nos brindaron. Me explicaron todo con mucho detalle . Es el primer lugar en el que me hicieron sentir confianza y preguntar todas mis dudas. . SE LOS RECOMIENDO ... ES EL MEJOR LUGAR PARA H

(Translated by Google) I love his very friendly, positive and professional service. I recommend coming with him for your taxes, etc. Very satisfied every time they help me. (Original) Me encanta su servicio muy amable y positivo y profesional les recomiendo venir con el para sus taxes etc. Muy satisfecha cadavez que me ayudan.

(Translated by Google) Well, he provides good and very professional service, thanks to him I did my taxes. (Original) Pues el da buen servicio y muy profesional gracias a ?l hice mis taxes

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.