*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.*
1245 N Grove Ave a
Ontario, California 91764
He uses third-party bank to process a clients refund, which is a huge red flag and a known tactic for scammers. They don't disclose that information until after you have received a fee deduction for a couple hundred dollars off of your tax return. The receptionist don't know very much unless it is to request payment without giving the option to the client of doing it themselves for a free service like request requesting an extension.
First time coming here and was very pleased. I would definitely recommend. From the moment you walk through the door, you are greeted and offered a drink. Rafael was amazing and loved the fact that he answered every question I had in a detailed manner and in a way that someone who doesn't understand the tax language could fully understand. Will definitely be coming back next year.
Mi Oficina Income Tax is the place to be at if you want to get your Taxes Prepared and Done! Great staff and very professional with a Family Feel to it. Been coming here for the last 4-5 years and never disappoints. Thank you Rafael aka Will and your staff for always showing us what you guys can do. Till next year!
Rafael is the best!! if you're looking for someone to do your taxes look no further! Me and my husband spent years looking for someone that was trustworthy & efficient. Thank God we found this office on Grove I was having a difficult time trying to file myself and it landed me and my husband in debt. I have been coming here the last few years and we have had excellent service each time!
Wonderful experience! Rafael treats you like a person here and not just some dollar signs. Got me the most out of my refund and in the fastest time. Definitely coming back and definitely recommend making an appointment!
Great place to do your taxes I highly recommend this location Rafael Lopez, and the ladies from Mi Oficina income tax & insurance are really helpful, and very pretty.
This is my second time coming to Mi Oficina income tax and they are so kind and very helpful! Any questions that you have, they will give you an answer and a solution. I definitely recommend! They are very thoughtful.
I've been coming here with my girlfriend for about 3 years now. Rafael ?Will? is very friendly, professional and does his job well. He's very knowledgeable in his profession and I feel comfortable asking him questions about what it is we're doing. It's also cool they offer other services here such as Insurance.
Rafael was very knowledgeable and helpful when assisting me with a prior tax year filing. He's trustworthy and provides quality client care. Looking forward to working with him on a new life insurance policy in the near future.
Will is so great. Super sweet guy who only wants to make sure your return is correct and in a timely manner. Very patient and gets the most out of your return. Been here 2 times and will continue to come back!
Best place to have taxes done. They had me pay half as much as H&R Block, they helped me above and beyond. I will be coming back here every year. It's a place you can trust and they will help you. I cannot stress this enough. Completely stress free and friendly. They will do everything they can to help you for no extra fees.
I highly recommend this company! Their service is exceptional, they are honest, and truly care about the quality of their work. A top-notch experience from start to finish.
First time coming here and I got to say, the place is very welcoming with snacks, a restroom, lots of chairs and a nice tv. The workers here were all super nice and they don't mind answering lots of questions. Thank you very much for the help I would simply recommend to you guys :D
I always come here every year to do my taxes and it is always a great welcoming environment I will definitely be coming back
Very excellent service that made me feel that all my needs were dealt with. Rafael answered all my questions and did an excellent job, I am completely satisfied and highly recommend their services.
Always make you feel at home. Extremely professional environment, and very helpful. Great office to do your taxes and reasonable prices. Will and Maria go beyond their job and answers any question you may have at time. I would recommend everyone to come here .
OBSOLUTELY GREAST JOB WELL DONE ON INCOME TAX
Thank you for providing such great service. Very humble personnel, answered all my questions and concerns. Office is nice and tidy, made me feel welcome and comfortable. Will be coming again, next year! Recommend to all, ??
I have been coming in for about 9 years and will continue to keep coming in. Last year there was a change in management and it was the move they made because there have been improvements inside the establishment. They have everything you need from Taxes, life insurance, real estate, and loans so if you need a service definitely stop by and have any questions definitely ask them the service is great so come by.
This business is pretty cool. Wish app purchases deliver here if your neighborhood isn't safe, i pick up my orders here. Auto insurance, tax services, life insurance, immigration services and much more. A "mil usos" office lol
Very friendly staff with snacks and drinks available while also having movies to watch while we wait and it felt like we didn't have to do anything they did everything for us. Highly recommended ????
Great office has everything you need from Taxes, life insurance, real estate, and loans so if you need a service definitely stop by and have any questions definitely ask them the service is great so come by.
Great place to do your taxes!! I highly recommend them Rafael Kat and Lupita helped me out a lot!!!! Thank you guys so much I greatly appreciate it
Mi oficina has great service! They are nice and answered all of my question while helping do my taxes.
This is my second year coming here and they are great! They are friendly and have amazing customer service. I recommend ??
Ive been going here for a while. They're pretty good at what they do. Will definitely go back next year.
Great with everything and anything that you need for income tax season.
Best discounts here, and very affordable. The staff are so friendly :)
Love how they helped out the best the way making sure everything is correct
Filing at "Mi Oficina" was the best decision I did for my refund
It always says it's going to be open but then it's not
It said it was open on Fridays, but it's not!
(Translated by Google) I want to recommend the team at Mi Oficina Income Tax in the city of Ontario, great professionals and very communicative! They always answer the phone, and they always make it a point to explain everything to me about my taxes! Highly recommended! See you next year!! (Original) Quiero recomendar al equipo de Mi Oficina Income Tax en la ciudad de Ontario, grandes profesionales y muy comunicativos! Siempre contestan el telefono, y siempre se preocupan de explicarme todo sobre mis taxes
(Translated by Google) I 100% recommend this office, they are very professional, attentive and willing to help the client, I met them through this means and in particular I cannot complain about anything, everything arrived on time, it has very affordable prices and above all, the work team is very professional, do not hesitate to visit the office and do your next taxes with them, highly recommended. (Original) Les recomiendo 100% esta oficina son muy profesionales, atentos y dispuestos ayudar al cliente,
(Translated by Google) I 100% recommend this office, excellent treatment, always willing to help the client and very compliant, get to know them, you will not regret it (Original) Recomiendo 100% esta oficina excelente trato siempre dispuestos ayudar al cliente y muy cumplidos con?zcanlos no se arrepentir?n
(Translated by Google) The best service you can find in Ontario I recommend it!!! And the very attentive ladies helped me a lot, Thanks to Rafael, Kat, and Lupita!!!! ?? (Original) El mejor servicio que puedas encontrar en Ontario se los recomiendo!!! Y las se?oritas muy atentas me ayudaron mucho, Gracias a Rafael, Kat, y Lupita!!!! ??
(Translated by Google) Good service and very friendly (Original) Buen servicio y muy amables
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.