*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.*
12222 Wilshire Blvd #106
Los Angeles, California 90025
Great Staff, They Have Good customer Service, They go beyond to Be a Help, and it's Been a Good doing Business with them. keep up the Good work. Maurice Joffe Tax Services.
First time at this office and I?m blown away by the service. I was greeted warmly, didn?t have to wait long, and they explained every step. Highly recommend to anyone new to this!
I've been using them for over 40 years or so, back when The late Maurice did it out of his home! They always provide excellent service and tax advice. I'm moving out of state this year and will fly back here in order to continue my long relationship with them.
I?ve been with Maurice Joffe for a couple of years now and they have prepared both my business (S-Corp) and personal returns. No other office will find you as much in savings, deductions, and credits- I?ve been extremely impressed with Carlos?s knowledge and experience. Excellent customer service. Make an appointment early (i.e. Jan - March), have all your documents ready to go, and you will be in and out in an hour or two with everything done correctly and no stress.
Needed to catch up on my taxes hadn't done them for a few years. Didn't expect much of a return but man my tax specialist Daniel definitely helped me out a ton! He definitely knows his stuff and the office staff was fantastic as well if you need taxes done or have questions I really recommend giving them a try fair prices and great Professional Service ask for Daniel. Thanks guys!!
I have been a client of Maurice Joffe Tax Service for many years, and I have known Maurice during most of that time. I have been especially pleased working with my current accountant at the service, Carlos Quint. He is terrific human being and a great accountant. I thoroughly enjoy his work and his professionalism. Thanks to all at Joffe's for a job continuously well done!
Carlos is very knowledgeable and has guided me in the right direction with my business and personal taxes. I have had several accountants before him, and he is the first one to present me with a proper analysis, help me start my S-Corporation, and provide me with appropriate solutions for my small business. Because of his expertise, I have been able to maximize my refunds. I am very happy that I found an accountant that I can trust and who I know will offer me the best possible outcome each tax year!
Highly recommend, I have been going to them for years now. From the moment i walked in, the team was very friendly and answered all my questions. Andrea helped me maximize my tax refund by pointing out tax deductions I wasn't taking advantage of. She also helped me set up my LLC.
As always Carlos did a fantastic job with my 2019 filings. Well prepared when we began our call...We knocked out everything in record time with a outstanding result. Much thanks to Carlos and everyone at Joffe Tax Services
Carlos has been the best business tax strategist and business tax preparer I've met. He has taught me so much regarding business and tax that I've saved tens of thousands in taxes. Hes very educational and good at what he does. If you need someone to tax strategize your financial life, Carlos is the guy I reccomend everyone go to.
It was my first year filling taxes in Usa, the tax preparer was so helpful and explained me everything, i will come back next year! Thank you
I have been going to Maurice Joffe Tax Services for over 40 years. They are the best. If you need a tax service this is the place to go
Was directed here by a friend after he learned I needed a new CPA, best decision I ever made. Getting taxes done is stressful, they make it seem easy. All the staff is highly experienced, always professional and I never see any of them without a smile on their faces, esp Karen. I will never go anywhere else, and reccomend them to everyone.
Edited due to response from owner and was impressed with their customer relation followup. My original post was explaining the frustration of attempting to speak with a human, but the response held a few key things: Professional response, apologetic, a reasonable reason, and a solution. I understand things get busy, and I appreciate any business that takes a time out and addresses issues. Thank you Carlos. I'll be in touch, unfortunately I found another accountant for the client of mine, but I will keep
Have been coming here a few years and they are great. Very knowledgeable, and any questions we had or have, they answer quickly. Highly recommend them
Maurice, Bernice, Earl Stein and the rest of the folks are real pro's. I had an audit by the IRS and Maurice saved the day!! They've helped me numerous times...Over many years Joffe Tax services has always been there for me...honest.. Home feel boutique... 25 years of service...!!
Been a client for over 30 years. They're knowledgeable, timely and reasonably priced. The staff knows its stuff. They handled an audit for us and spent a lot of time representing our interests. I would recommend them.
Have used Joffe for over 28 years! Excellent tax service! Andrea the best ever??
Been with Maurice for 30 years -- all staff are excellant. Maurice, Tim & Chris helped us many times. Bernice is a good friend ofy husband from years ago at Lucky Stores.
OMG the best tax service I have ever been to, Carlos was very efficient and prompt in preparing my returns. Celia at the front desk is a sweetheart, lovely lady.
I was recommended by my colleague, and i do not regret my decision of doing my taxes with them. Carlos is very knowledgeable and Mr Harold is the most experienced CPA. I highly recommend them.
We love working with Andrea! What a cool team at Maurice Joffe! Affordable, plus a great tax outcome. ??
Hands down the BEST PLACE to do your taxes in L.A. These guys know what they are doing, they are fast/friendly and super reliable.. I could not be more thankful to call these guys my tax team!! They rock!!!
I was looking for someone to help me with my taxes and I found this company in yelp, everyone is very friendly and well knowledge upon, this guy Carlos helped me a lot he?s nice I?ve been trying to do my taxes with a friend of mine but I had a trouble with my credentials but they fix it very quickly I recommend them broadly they many other services.
The BEST CPA in West LA! Carlos is a very composed guy i ever met. Highly recommend this place.
My go to place to get the right advice at the right time. Everyone from Celia to Harold made me feel welcomed and as a valued customer. Thank you All and especially Carlos won?t and Keren
BEST CPA's in this part of the town. Best customer service experience! These guys are very professional and honest. I like them.
Quick and easy service. I have been a client for many years and have always been treated well with fine results. Andreas and the rest of the staff are great!
These guys a very professional and the best CPA in Santa Monica. Just a heads up, these guys are under new management and new staff, so customer service is first priority !!
Professional, friendly and accommodating people. Reasonable price and easy transactions.
Carlos Quint has been our CPA for a second year in a row and we are extremely satisfied.
They have the best CPA..very talented and good customer service. Highly recommend them. Cheers!!
Hassle free tax filing!!! These guys are the best in west LA. The new office looks very good.
This new management is GREAT!! they give you the best customer service. Thank you guys for the tension free tax filing.
Amazing customer service, best place in west LA. Ask for Andrea, she?s highly professional.
Made tax season a breeze. Very thorough and professional.
Committed Fraud. It costs me a lot of money. Extremely disappointed. Do NOT recommend.
Excellent tax service ( 30+ years as a client )
Great people. Very helpfull. You guys are best.
Carlos was friendly, courteous, and of course, knowledgeable..
40 years of service by Maurice and always happy.
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.