Maxed Out Tax Service

Maxed Out Tax Service

Reviews Summary

Customers consistently praise the exceptional service, professionalism, and expertise. Many highlight fast, easy, and stress-free tax preparation, often resulting in maximized returns. The team is described as friendly, knowledgeable, and attentive, with clear communication and a personal touch. Repeat clients and referrals are common, with satisfaction across both in-person and virtual services. The overall experience is highly recommended, with many planning to return annually.

About This Listing

Tax Preparation
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services

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
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services

Contact Information

Address

9408 Telegraph Rd

Downey, California 90240

Hours

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

Customer Reviews

I recently referred one of my clients to this tax office, and he couldn't have been happier with the service. He mentioned how impressed he was with how thorough and knowledgeable the team was -- answering questions his previous tax accountant couldn't. It's great to know I can confidently send clients here and they'll be well taken care of. Highly recommend this office to anyone looking for reliable and professional tax support!

Erika (Michelle) is the best ever! I had been doing my own taxes since I was 18 until I found her. She has made this process so easy for me over the last few years. She truly makes my life so much easier and always goes above and beyond for me!!! I recommend all my friends and family to her. I look forward to tax season now thanks to her. Thank you for everything!!!!!! <3

I recently had the pleasure of working with Michelle at Maxed Out Tax Service for my annual tax preparation, and I can confidently say it was an exceptional experience from start to finish. From the moment I walked in, she welcomed me and offered me coffee and water she was very welcoming . The office was clean and organized, which spoke volumes about her professionalism. She even offered to take it out of my return I didn't have to pay anything out of pocket and her prices are great ! I will definitely be

Great service in Pico Rivera. These guys are awesome. Super easy to work with, explained everything clearly, and got my taxes done fast. I didn't feel stressed at all, which is rare for tax time. Definitely coming back next year.

Very well recommended.. it's our first time doing our taxes with them and I'm very great full that we were recommended here with them. Michelle is very friendly and patient she was able to help us out this year. she answers all your questions without any doubt !! Thank you Maxedout ???????? we really appreciate your services

I would give them a 10 if I could. Just wow! The customer service was amazing. Michelle and Jose helped us and gave us all the right info and also answered all our questions. I am really happy with the services and will be hearing back from us next year as well as our family and friends.

Such easy process getting my taxes done! Filed my taxes virtually due to living in Palmdale ! Was a fast easy process definitely will be doing this again next year ! THANK YOU ERIKA FOR ALL YOUR HELP

I have been filing my taxes here for 5 years now and they never fail me! I live in hemet and have been filing electronically all these years. I have never met them in person but i trust them with my taxes. Always satisfied & maxed out! ??

I have been getting my taxes done here for years. They have affordable prices and helped me get my maximum refund. A-1 service!

A friend of mine recommended Maxed Out Tax Service to me. I checked their reviews and decided go with them. I am glad I did. I highly recommend them.

She does your taxes fast and will work with you ! I've done my returns with her for years I love her service .

It's our second year filing our taxes with her. She's so professional and helped us in every way possible, answering any questions. She's also very friendly.

We waited until the 14th to get our taxes done. We walked in with no appointment & almost closing time. Michelle welcomed us in with a smile. I made more money this year than last year. No tax return & I owed money. This year with Maxed Out Tax Service, I'm receiving a nice tax return. Very happy with her service. Totally recommend them. And I will definitely be returning next year.

This is my second year with max out tax service and they have been great. Fast, reliable and professional from start to finish. I work far and have long hours and they make the extra effort to let me know what they need and they take it from there. Truly Great people who care about their reputation and work, I would recommend them to anyone.

Great customer service quick easy fast tax preparation will definitely recommend friends family thank you Dorado Family

Michelle was awesome! Very professional and clean place to do your taxes. My kids got to watch a movie and have some snacks while my husband and I did our taxes. Will be coming back next year. I recommend Maxed Out Tax Service.

Michelle is very knowledgeable and helpful. Would recommend to do your taxes with her.

Ive been getting my taxes done with them for years now. They make things clear and easy and they answer any and every question you may have. I've referred family and friends to them and everyone has a good experience. Not only do they do your taxes, but you're automatically entered to their raffle at the end??

Who needs their taxes done? Look no further, Maxed Out Tax Service is the spot to go for honest, excellent Customer service, they listened cared, and made it a personal experience. Thank you Maxed Out Tax Service will see next year and years to come for sure!

Totally recommended for tax return They did a perfect service ????

Just did my taxes with Maxed out tax service I'm a little late lol but they were the only tax office open in my area. Very helpful thank you Michelle for all your help. I found my new tax preparer.

Always willing to find a legal way to maximize my return. Very helpful and professional!!

Best place ever to get your taxes done at!! They make everything so easy and convenient for you and are really quick to help you if you have any questions / concerns. HIGHLY recommend getting your taxes done here :)

Very helpful and knowledgeable! I wasn't expecting back nothing and to my surprise I got more then I could have imagined!

Jose and Michelle are the best at doing what they do! They are always professional, knowledgeable, and always have answers for all my questions. I been doing my taxes with them for a while and I'll never go with anyone else. I highly recommend doing your taxes there with them.

Michelle and Jose are the best! definitely recommend I Had a great experience at max out tax service! I'm very satisfied with the services and attention I received.

Jose and Michelle are the best there really professional, patient and informative. I have zero knowledge of all this paperwork and they took there time to explain and show me everything step by step. It even took longer than what it should?ve but they were amazing!!!!!!!!!

Thanks Michelle, i appreciate all your help, am very pleased with the good service, you are the fastest of all!

I found Maxed Out Tax Service on Google. They are truly a ?????????? Service.

This is my 4th time doing my taxes with Michelle at Maxed Out Tax Service ...They provide great customer service with a easy and fast process.... My funds are available a couple of days later and my personal information is always kept secure.. would definitely recommend

Michelle was very friendly and professional. Always got back to me with answers to all my questions. Tax season has never gone so smoothly and I never even had to leave my house! Definitely sticking with Maxed Out Tax Service from now on!??

Experience phenomenal IRS no problem

Best place to do your taxes!!! You are treated like family?they are very kind, and answer all your questions?they got the best complimentary snacks as well ???I get my return so quickly?my son uses there services as well and I will continue to refer them. ??

Amazing service! Michelle was very knowledgeable and professional. Answered all my questions with much ease. Great customer service and reasonable prices as well. I highly recommend to my family and friends.

Thank you so Maxed out Tax service! This is my 2nd year coming here and like always Had a really good experience and I will definitely be coming back here next year!

Very professional thank you Jose and Michelle.. they explained everything to me helped step by step I honestly thought I was going to struggle as ay independent contractor they took in my receipts my forms the whole process was pretty quick and easy will definitely be returning next year ??

The dream team! ???? Very knowledgeable and helpful. Michelle answered every question with such professionalism & expertise. Not only did we get our money fast, but they also got us MAXED OUT!!???? They know exactly what they're doing & wouldn't go anywhere else. Highly recommend ????

Great team and very professional and helpful in answering questions, we are very satisfied with their tax service ??

Great customer service. Really reliable . Best place you can do your taxes!!

Best place to get your tax claims, very professional and efficient in dealing with your income tax needs! Also is bilingual, highly recommend!!

Great services, to get maxout...

Jose was Excellent, explained everything to me and got me a really good tax return.

Thank you Jose and Michelle at maxed out tax service for helping me with my 1099. Very helpful.

They are Friendly and professional, highly recommended.

Amazing service! Will be coming back again

Excellent Customer Service. I recommend ??.

Very helpful and friendly highly recommend

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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