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Mi Oficina Income Tax & Insurance - Pomona

Mi Oficina Income Tax & Insurance - Pomona

Reviews Summary

Customers consistently praise the professional, knowledgeable, and friendly service, particularly for tax preparation, IRS audits, and ITIN assistance. Many highlight excellent refund outcomes, clear explanations of tax matters, and efficient problem-solving. The office is commended for its attentive support throughout processes, with specific appreciation for personalized guidance. Parking convenience and overall professionalism are also noted. Strong recommendations are given across reviews.

About This Listing

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.*

Contact Information

Address

335 E Foothill Blvd

Pomona, California 91767

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday Closed
Saturday 10AM-4PM

Customer Reviews

The best Tax and insurance office that I experienced and deal with ? very professional and very organized and knowledgeable.. I highly recommend this office services for everyone looking for help in Taxes and insurance matters? And also Mr.Oscar is very helpful , kind , knowledgeable and very professional in his job .. ??????

Excellent service!! Thanks Oscar.

(Translated by Google) Very good service, fast and above all very professional, they accompanied me throughout the entire process, they gave me the best refund options on my tax return, I definitely recommend it. (Original) Muy buen servicio, r?pidos y sobre todo muy profesionales, me acompa?aron durante todo el proceso, me dieron las mejores opciones de reembolso en mi declaraci?n de impuestos, definitivamente lo recomiendo.

(Translated by Google) Excellent customer service, they are very attentive and help you with the best refund. Good prices and everything very professional. I recommend them ???? (Original) Excelente servicio al cliente, son muy atentos y te ayudan con el mejor reembolso. Buenos precios y todo muy profesional. Los recomiendo ????

(Translated by Google) Excellent service, first time they explained many things to me about my tax. (Original) Excelente atenci?n, primera vez que me explicaron muchas cosas acerca de mi impuesto.

(Translated by Google) Great service! They explained a lot of things about my tax. Thank you. (Original) Buen servicio !! Me explicaron muchas cosas que tiene mi tax. Gracias

(Translated by Google) The office manager is super friendly, and the shopping center where the office is located has a parking lot, highly recommended. (Original) S?per amable el manager de la oficina, y el shopping donde est? la oficina tiene un parqueo, s?per recomendable.

(Translated by Google) Oscar, excellent trainer! Very professional. Got me a great refund! Helped me understand my case. I took my cousin and he had a problem with the IRS, and I helped him solve it. Thanks Oscar!! (Original) Oscar, excelente preparador! Muy profesional. Me consiguio un excelente reembolso! Me ayudo a entender mi caso. Lleve a mi primo y el tenia un problema con el IRS, y lo ayudo a resolver. Gracias Oscar!!

(Translated by Google) I liked the preparer's explanation. I was able to obtain my ITIN number without sending my passport, and I've already received my refund. Thank you, My Pomona Office. (Original) Me gusto la explicaci?n del preparador, pude sacar mi numero de ITIN sin enviar mi pasaporte y ya recib? mi reembolso. Gracias Mi Oficina Pomona.

(Translated by Google) Thanks to My Income Tax Pomona Office for helping me resolve an audit I had with the IRS, I already received my refund. (Original) Gracias a Mi Oficina Income Tax Pomona por ayudarme a resolver una auditor?a que ten?a con la IRS, ya recib? mi reembolso.

(Translated by Google) They helped me get my ITIN and I received it without any problem. Good service. (Original) Me ayudaron a sacar mi ITIN y lo recib? sin problema. Buen servicio.

(Translated by Google) I had an audit with the IRS and they helped me resolve it. Excellent attention. (Original) Ten?a una auditor?a con IRS y me ayudaron a resolver. Excelente atenci?n.

(Translated by Google) The best place to do your taxes, a good job done by Oscar (Original) El mejor lugar para hacer tus taxes, un buen trabajo realizado por Oscar

(Translated by Google) Thank you for your advice on my family's taxes. (Original) Gracias por su asesor?a en los impuestos de mi familia.

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.