*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.*
1040 6th St
Los Banos, California 93635
Horrible experience at this place! I went in about over a month ago to file my taxes, and the lady who helped me, Sandra, was very unprofessional. Twice, she told me she'd call me back to go in and finish the paperwork, and she never did. Finally I went in to retrieve both my W2 and she was trying to get me to finish filing them and when I told her I was just gonna get my papers and leave she was very rude and she was only giving me one of my papers. When I told her I had given her two, she said I didn't, b
Wonderful experience very helpful and friendly def recommend I will be retuning next year. Sandra filed my taxes she explained everything and broke everything down for me.
I had visited before, and overall, it was a nice experience. However, during a phone call, I was told the cost would be around $90-100. When I arrived, I was charged $150. I didn't want to make a scene, so I decided to let it go, though I'm not sure if the higher price was due to receiving a significant amount of money back. It left me feeling a bit uncertain about the pricing.
Horrible. Tax guy messed up on my return waited a whole week to get back to me and at this moment it's already been two to three weeks of me waiting for my goddamn tax return because of his mess up. My brother went to him and got all his taxes back in a week and a half I'm over here still waiting 3 weeks later.
The gentleman did my taxes and he was just the sweetest ! Very professional! See you next year!
New in town made an appointment for my taxes and I am very pleased with the service I received. The service was excellent with the tax preparer being very personable and also explaining the details of my tax preparation. I would highly recommend them for your tax services.
They really go beyond to help you! I highly appreciate all of there hard work and patience! If you are self employed and need your taxes done they will get it done for you. You will not regret it thanks Sandra and Benito for your hard work
I would definitely recommend choosing them! Very professional, efficient and answer all of the questions you may have. As this was my first time filing taxes as an independent, I had a lot of questions, but they were able to answer all of them and explain each and every point in my tax statement. Amazing and I would definitely be back! Thank you!
Very very nice professional's. Always there to answer any questions. They have been doing my taxes for about 5 years now. They are awesome!
I had the best experience Mayra tax service. I been coming here for 5years they all so friendly, so helpful and so understanding. I highly recommend this place they won't let you down they will do any possible way to help you.
Great experience! Very friendly & nice got taxtes done fast
Super fast and simple! The breakdown of the taxes was very easy to follow! Highly recommend!!
Always a great experience! Sandra answers any questions I have and makes doing my taxes a breeze 100% reccomend :)
Great service! They helped me very well and are punctual.
Excellent service, always very professional and helpful. Never had an issue with them.
Very Helpful, they always help and answer all my questions.
Great place to get your taxes done.
Good people always satisfied with their work ??
Very good services fast and friendly
Sandra is very helpful, great small business would recommend to anyone :)
Professional, friendly and quick service!
Great service, they are very friendly and professional
They were courteous, fast, efficient and very reasonably priced.
Very nice, fast, friendly, and helpful I recommend to everyone
(Translated by Google) Very kind and reasonable, with a lower price than many places. It helped me open my unemployment and ask a few questions about immigration. Thank you. I will be back soon. (Original) Mui amables y rasonables con el precio menor que muchos lugares me alludador abrir mi desepleo y unas preguntas sobre Imigracion gracias volver? pronto
(Translated by Google) They have always helped me with taxes, unemployment, and immigration. (Original) They have always helped me, taxes, unemployment and immigration. Siempre me han ayudado, impuestos, desempleo y inmigracion.
(Translated by Google) Tell my taxes here for the first time, after being a loyal customer with H&R Block. They answered all my questions, same service for a much lower price!!! Thank you!!!! I did my taxes here, after being a loyal customer of H&R Block. They gave me answers to the questions I had, the same service as H&R Block but at a much cheaper price!!! Thank you so much!!! (Original) Did my taxes here for the first time, after being a loyal customer with H&R Block. They answered all my questions, s
(Translated by Google) Excellent place to do taxes, I've been coming here for 4 years and they always serve us well. (Original) Excelente lugar para hacer los taxes , tengo 4 a?os viniendo y siempre nos atienden bien.
(Translated by Google) The best place to do your taxes, very good service (Original) El mejor lugar para hacer tus taxes muy buen servicio
(Translated by Google) First time I have visited this office to do a transaction, I was very pleased that I arrived at my appointment in 5 minutes. before and they attended to me immediately. (Original) Primera vez que visto esta oficina a hacer un tramite me gusto mucho que llegue a mi cita 5 min. antes y me atendieron de inmediato.
(Translated by Google) Very good service, they help you with everything. I RECOMMEND IT. (Original) Muy buenas atenciones te ayudan en todo LO RECOMIENDO
(Translated by Google) Horrible service!! Very bad service!! (Original) Horrible service.!! Servicio muy mal.!!
(Translated by Google) Excellent service (Original) Excelente servicio
(Translated by Google) They are very kind and honest (Original) Son muy amables y honestos
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.