Martinez Business Services

Reviews Summary

Martinez Business Services consistently receives high praise for their friendly, professional, and efficient tax preparation services. Customers highlight the welcoming atmosphere, reasonable prices, and personalized attention, often noting years of repeat business. Many appreciate the clear explanations, timely returns, and willingness to go above and beyond. While most reviews are glowing, a few mention rare missteps, but the overwhelming consensus is highly positive, with strong recommendations for their expertise and warm, family-oriented approach.

About This Listing

Tax Preparation

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

Contact Information

Address

1299 N Towne Ave

Pomona, California 91767

Phone

+1 909-397-9160

Visit Website Call Now Get Directions

Hours

Sunday Closed

Monday 10AM-7PM

Tuesday 10AM-7PM

Wednesday 10AM-7PM

Thursday 10AM-7PM

Friday 10AM-7PM

Saturday 10AM-4PM

Customer Reviews

This was my first time doing my taxes with her, and I'm honestly so glad my best friend/coworker recommended her. She helped me alongside her daughter, and they were both incredibly kind and welcoming. You can tell right away that they're a close, positive family who really care about helping people. Even though I was running late because of car troubles, they were so understanding and still waited for me without making me feel rushed at all. The vibe was so warm and inviting, it felt like I was just hangin

I have been coming to Martinez Business Services to get my taxes done for more than 7 years. They were recommend to me by my old tax lady who retired. Cecilia and Sergio are kind, hardworking, and efficient. Their prices are very reasonable and I've always received my return in a timely manner. Their personable attitudes and friendly conversations make coming in every year a positive experience. I have referred a few people to get their taxes done here and everyone is always so pleased with their work. I al

Back in 2021 Martinez Business helped me file my taxes but this years experience was remarkable. My girlfriend needed to file her taxes as well so I brought her along. My portfolio was short sweet and to the point, where as hers took nearly three hours but they went above and beyond to help out and were completely attentive the whole time. Days after our visit her phone rang and it was Martinez Business, they called around to see if she was eligible to collect her stimulus checks that were issued years back

My experience as a returning client to Martinez Business Services has been incredible. This morning I called, scheduled an appointment with less than 2 hours notice, and completed my taxes in a timely manner. I was originally referred by my Mother and Step-Father a few years back, and I will be returning next year as well. Tax season can be a very stressful time of year, but Martinez Business Services has made my experience stress-free.

I've been coming here for almost 10 years now and it is always a great experience. I have done my taxes every year, the prices are very reasonable. Family owned business and everyone is always cheerful and helpful. I suggest you make an appointment because they have a lot of repeat customers every year around tax season. Spanish and English welcome. If you aren't confident in your current tax preparer or your new to doing your taxes you really need to see Cecilia!

Cecilia was very kind and welcoming when I walked in. The office was also very nice and organized. She really helped me understand the process of filing my taxes and was very great at simplifying different things to help me understand. She was very kind throughout the whole process and it was all for a very fair price. Will definitely be coming back for whatever kind of tax filing needs I have. ??

Great Place For Business Owners! We came to file our taxes for the first year of being in business and Cecilia help us with everything. We had many place turn us down because they didn't want to bother and put in the extra work and time for us. I highly recommend this place! She's very informative and has no problem answering all your questions. We plan on going back to her every year! I suggest making an appointment!

Martinez Business Services is wonderful for your tax needs! I've been using them for 15 years and I highly recommend them! They are just the BEST!

I passed by their place for the last year and I wanted to support local businesses so I decided to go do my taxes there. I paid $550 to prepare my taxes anothet big firm last year but this time I called and made a same day appointment which worked great for my schedule. I went on time and the reseptionist mentioned that they were a little bit behind schedule. I waited 15-20min. I met Cecilia and man she was awesome and very experienced in what she do. I finally found a firm that was very affordable I only

3 year doing business here, but also my last, the lady screwed up my taxes and tried to blame some ramdom "they" when she had all the paperwork in front of her, only when I pushed her did she reluctantly said she screwed up but still no apology, will not be returning.

My experience here is always good, they are friendly, I like doing my taxes here they explain everything and help you out with some improvement that can help you out with your taxes

Cecilia was very kind, efficient, and helpful with her tax service; I'll be sure to come here in the future for all my tax needs.

I have been coming here since the age of 18, I am 30 now, and it's been great customer service, never had a problem tax related. I definite recommend.

They are wonderful. Family business who is helpful, smart, well versed in the tax preparation and other business matters!!! I highly recommend this local business

Definitely recommend this place for your taxes. They are very professional and very helpful. If your looking for a place to do your taxes this is the perfect place for that.

Very kind and professional.

Good places to come do your taxes friendly people there the best frist time coming here they make you feel like home I recommend everyone to come here

Very professional and helpful in all aspects. I recommend their services to anyone.

Great place very inviting i been going there for years and still coming back to this place after 1hr drive is worth it.

I have been coming here for 10 years. I highly recommend ??

Great service! Professional and very kind.

Very warm and inviting environment with a homey atmosphere

Love this place. Will always recommend

(Translated by Google) Very clean, very friendly and very attentive. Good service. (Original) Muy limpio, muy amables y muy atentos. Buen servicio.

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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