*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.*
325 E San Ysidro Blvd
San Ysidro, California 92173
I have been doing my taxes with Ivan for 2 years now. Ivan has been immensely helpful when it comes to understanding my taxes, answering all the questions that I may have (sometimes answering the same question multiple times) and providing the best customer service I have experienced from anyone while doing my taxes. I highly recommend Ivan to my family and friends & if you?re looking for the best when it comes to doing your taxes, look no further!!!
Have been filing my taxes with Ivan for over ten years as well as my father has for over 20yrs. Ivan is very professional and knowledgeable in his field and will make your tax filing process and breeze . Recently opened this new location on San ysidro Blvd! Very family oriented and welcoming!
There is a very comfortable feelling of welcoming as soon as you get into the stablishment wich is a very comfortable ambiance as well , and nothing but good things to say about the costumer service. ( i have been doing my tax return for 5 years )
I have been doing my taxes with Ivan since 2015, hes very helpful and explains everything in detail, takes good care of you, highly recommended
Very easy, quick, and informative. Walked in and the place was very clean and the front was very helpful. Within 5 minutes of walking in I was already guided into Ivan?s office. He was very informative and made everything simple to understand. He also gave me recommendations of things to remember for next year such as remembering what is tax deductible and what is not. The service was also very affordable. Thanks for the great service Ivan!
I am impressed with the exceptional service provided by this taxpayer business. As a client, I have experienced nothing but professionalism, expertise, and efficiency at every step of the way. They go above and beyond to ensure that all my questions are answered, and I feel confident in their expertise. I recommend this taxpayer business to anyone in need of reliable and trustworthy tax services. Thank you for your outstanding service!
Ivan is the best! I?ve been a customer since 2018 and the services have been great - totally recommend it - specially for those folks living in TJ
Joel Iv?n is an amazing worker! Helped me out with everything I needed. 10/10 recommend.
Best place to go if you need taxes done or any other services, I've been coming for many years and very pleased!
Recommend this place 100%. Extremely helpful and atmosphere is great! Ivan is your guy!!
Amazing, very helpful and insightful. Will help you and make the process as simple and smooth as possible
M&R services is the best!! I highly recommend them. Great customer service!!
Amazing customer service and experience in taxs
(Translated by Google) MR&R services,Inc They have excellent service and professionalism for all types of services. I totally recommend them. (Original) MR&R services,Inc tienen un excelente servicio y profesionalismo para todo tipo de servicios los recomiendo totalmente.
(Translated by Google) Good customer service, very friendly (Original) Buena atenci?n al cliente muy amables
(Translated by Google) Very friendly, cordial, excellent service... and fast and economical (Original) Muy amable cordial excelente servicio..y r?pido y econ?mico
(Translated by Google) I just hung up with Ivan, and I think the poor guy climbed on a brick and got dizzy... pessimistic treatment of the client, he kept me finishing my questions and said "I know where the question is going" I mean, like? Apart from being arrogant, I'm also a fortune teller? DO NOT GO TO THIS PLACE (Original) Acabo de colgar con Ivan, y creo que el pobre se subi? en un ladrillo y se mare?? pesimismo trato al cliente, no me dejaba de terminar mi preguntas y dec?a ?Yase para donde va la pr
(Translated by Google) I have been making my taxis for more than three years. Highly recommended, good service, can advise you with all honesty. And I recommend it. I always go do my taxes here. Thanks M&R (Original) Va m?s de tres a?os que hago mis taxis. Muy recomendado buen servicio te puede aconsejar con toda la honestidad. Y lo recomiendo. Siempre voy hacer mis taxes aqu?. Gracias M&R
(Translated by Google) Excellent attention whenever we come from Iv?n, they always clarify our doubts and help us with all kinds of procedures, the truth is that attention is what keeps us coming back, highly recommended M&R services (Original) Excelente atenci?n siempre que venimos de parte de Iv?n , siempre aclaran nuestras dudas y nos ayudan con todo tipo de tr?mites , la verdad esa atenci?n es la que nos hace seguir viniendo , altamente recomendado M&R services
(Translated by Google) Highly recommended to be my first with them. The attention was very good and very attentive to any question I asked them. (Original) Muy recomendado para ser mi primera con ellos estubo muy buena la atencion y muy atentos a cualquier pregunta que les hacia.
(Translated by Google) Pretty good place, they helped me a lot with my taxes, they explained other things to me and a very good deal (Original) Lugar bastante bueno me ayudaron mucho con mis impuestos, me explicaron otras cosas y un muy buen trato
(Translated by Google) Highly recommended, always with excellent service. Thank you very much ?? (Original) Ampliamente recomendado, siempre con un excelente servicio. Muchas gracias ??
(Translated by Google) Excellent service and excellent customer service! 100% recommended. (Original) Buena atenci?n y muy buen servicio! 100% recomendado
(Translated by Google) Excellent service with Joel Ivan! Hassle-free taxes! (Original) Excelente servicio con Joel Ivan! Impuestos sin complicaciones!
(Translated by Google) Highly recommended excellent work and service (Original) Muy bien recomendado excelente trabajo y servicio
(Translated by Google) Very good service! (Original) Muy buen servicio!
(Translated by Google) Very fast and efficient, 100% recommended (Original) Muy r?pido y eficiente, 100% recomendado
(Translated by Google) Excellent service, very professional (Original) Excelente servicio muy profesionales
(Translated by Google) Excellent service in Spanish and English (Original) Excelente servicio en espa?ol e ingl?s
(Translated by Google) Very good Preferably position (Original) Muy bueno Preferible mente position
(Translated by Google) Super place (Original) Super lugar
(Translated by Google) Good service ? (Original) Buen servicio ?
(Translated by Google) It is attended emeraldly (Original) Se atiende esmeraldamente
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.