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Margarita's Financial Dynasty, LLC

Margarita's Financial Dynasty, LLC

About This Listing

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.*

Contact Information

Address

3575 San Pablo Dam Rd Ste. 103 & 104

El Sobrante, California 94803

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-2PM,5-7:30PM
Tuesday 10AM-2PM,5-7:30PM
Wednesday 10AM-2PM,5-7:30PM
Thursday 10AM-2PM,5-7:30PM
Friday 10AM-2PM,5-7:30PM
Saturday 10AM-2PM,5-7PM

Customer Reviews

I don't know about you, but i did some research, and this business shows no business licensing numbers. Plus, this business provides all kinds of serious services that require professional licensing, like attorneys and immigration services. Someone recommended this place for the service that I need to get done, so that's the reason I checked for it. Be aware and always do your research before you get someone's services.????

Margarita was available quickly. She took care of the notarization of my document in a breeze. I called in with an expectation of having to wait for later in the week to be serviced but she saw me within the hour of my call.

Truly took care of me and my business. I will be coming here from now on!

Extremely informative and helpful!

(Translated by Google) It deserves 5 stars. After so many years doing my taxes, I finally found someone who takes the time to answer my questions, who still looks out for my interests. You can see the honesty in her. The cost was very reasonable. I definitely recommend their services. I highly recommend her services. She was very professional and honest, she took her time to explain my concerns; the cost is very reasonable. (Original) Se merece las 5 estrellas. Despues de tantos a?os haciendo mis taxes,

(Translated by Google) Before taking a step Explain very well why and what should be done. In the case of Taxes (if they earn in cash) it seems that everyone wants to register as if they had their own business even if they work for someone and it is more expensive to pay Taxes than even what one earns. (Original) Antes de dar un paso Explica muy bien porqu? y lo que se debe hacer. En caso de Taxes (si ganan en efectivo) pareciera que quiere todos se registren como si tuvieran negocio propio aunque trabaje

(Translated by Google) Margarita and her team, very professional and friendly, helped me with a notarial service perfectly. (Original) Margarita y su equipo muy profesional y amables, me ayudaron en un servicio notarial perfectamente.

(Translated by Google) Very good service, good atmosphere and very friendly, always taking time to help me when asked (Original) Muy buen servicio,buen ambiente y muy amable siempre tiempo para lo que se le pida ayudarme

(Translated by Google) Very good service, thank you Margarita (Original) Muy buen servicio, gracias Margarita

(Translated by Google) Excellent service. Professionalism (Original) Exelente sevicio . Professionalismo

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.