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Marisol's Taxes & Financial Services LLC

Marisol's Taxes & Financial Services LLC

Reviews Summary

Customers consistently praise the tax services for their exceptional expertise, professionalism, and clarity in explaining complex tax matters, including LLCs, S-Corps, and deductions. The convenience of remote service, Spanish-language support, and detailed guidance for businesses and individuals stands out. Reviews highlight stress-free experiences, trustworthiness, and valuable financial literacy advice, making the service highly recommended for entrepreneurs, military members, and Spanish speakers alike. The seamless use of technology and personalized attention further enhance satisfaction.

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

Barrios Realty Building, 823 15th St

Modesto, California 95354

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-7PM
Tuesday 10AM-7PM
Wednesday 10AM-7PM
Thursday 10AM-7PM
Friday 10AM-5PM
Saturday Closed

Customer Reviews

Tax season can be stressful, but with Mari?s Tax Services, it doesn't have to be! I had a great experience working with Mari?she was professional, polite, and extremely knowledgeable about tax laws and deductions. Plus, she speaks Spanish, making the process even smoother for Spanish-speaking wife! If you're looking for a reliable tax expert who truly cares about getting you the best results, I highly recommend Mari?s Tax Services. Don't wait until the last minute?reach out today!

Always have the best experience with Marisol. She shared so much information on taxes, having an LLC, and financial literacy. I left feeling at peace and so grateful for all the help she gave me. I highly recommend her!

Moving to another state is already stressful enough, but Marisol made it so much easier by helping process my taxes from both Californica and Chicago, Illinois. Very professional, understanding, and patient....a gem!!

Marisol is the best! Glad she was able to help me out with keeping my business up to date and is glad to help with any questions. Can't wait to see what the future holds for my business with all her help! (She is also a Spanish speaker)

Best service & so convenient especially as a working mom. I don't have to drive anywhere, make an appointment or print anything out. Everything is done through the phone. Just sent my taxes out and got them completed and returned.

Marisol is very knowledgeable in taxes, bookkeeping and HR. She is trustworthy and will work hard for her clients. Do not hesitate to call her!

As a Military Member being stationed out of State, Marisol demonstrated exceptional skills/knowledge too any questions I had. With great initiative took care of my TAXES and offering alot more service if needed.

Thank you Marisol for the Business 101 class. I learned a lot. As a new business owner I had no idea of the do's and the don'ts of filing taxes. Now, I have a better understanding.

I love how Marisol takes advantage of technology and I can get my taxes done with a simple click. I highly recommend her services and she is a Spanish speaker so it's a plus.

Marisol is very easy to work with, y habla espanol! Shes the best!

Best tax office in Modesto! I trust to send clients in the Central Valley! ????????

I live in Lemoore, CA and Marisol does my taxes with exceptional and detailed service!!!

(Translated by Google) Marisol has been a great help in managing both of my corporations. Their professionalism, experience, and attention to detail made the entire tax process easy and stress-free. He took the time to explain everything clearly to me and make sure I made the most of the deductions, always complying with the regulations. I 100% highly recommend her services to any entrepreneur, especially to all Latinos looking for reliable tax advice in their businesses, she is an expert in what she does.

(Translated by Google) Excellent service! We had the pleasure of having Marisol in our workshop, and her knowledge of taxes, LLCs, S-Corps, and much more was impressive. He explained everything clearly and professionally, answering every question with patience and precision. His experience really made a difference and helped everyone in attendance better understand their tax obligations. I definitely recommend him for anyone who needs expert tax guidance! (Original) ?Excelente servicio! Tuvimos el placer d

(Translated by Google) Excellent customer service, answers all questions one has. He has a lot of wisdom in all aspects of helping your business and advice to help your business grow. Best of all, it is easy to communicate in Spanish. (Original) Excelente servicio al cliente, contesta todas las preguntas que uno tenga. Tiene mucha sabidur?a en todos los aspectos de ayudar a su negocio y consejos para ayudar crecer el negocio. Lo mejor de todo que es f?cil comunicarse en espa?ol.

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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