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Mission Tax

Mission Tax

Reviews Summary

The majority of reviews are highly positive, praising the professionalism, expertise, and exceptional service. Many highlight the team's attentiveness, personalized support, and ability to go above and beyond, making clients feel valued. Several reviewers strongly recommend the service for both business and personal tax needs. However, one negative review criticizes poor communication and delays in handling a simple task. Overall, the consensus is overwhelmingly favorable, with most clients expressing trust and satisfaction in the service.

About This Listing

Accounting
Tax Preparation
International Tax
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services
Years of Practice

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

Accounting
Tax Preparation
International Tax
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services
Years of Practice

Contact Information

Visit Website Call Now

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

I cannot recommend Mission Tax enough! They?ve been an absolute game-changer for my business over the years. Oscar always provides me with needed guidance and he?s always there if I have any questions. What truly sets them apart is the personalized support and genuine investment in my success?it feels like working with family. Actually, it?s a family run business and you can feel that. If you?re looking for a team that truly cares about your success and goes above and beyond, Mission Tax is the one. I?m v

Working with Oscar and his team to assist with my business and personal taxes has been a remarkably positive experience. From start to finish, their professionalism and expertise have been more than helpful. Not only did they demonstrate an excellent understanding of tax laws and regulations, but they also went above and beyond to ensure that I maximized my deductions while remaining fully compliant. Their attention to detail was impressive, and I felt confident knowing that my finances were in capable han

The team at Mission Tax were very friendly and helpful helping me with my taxes this year. I will be using them moving forward. I called in for tax advice and Oscar was attentive, helpful, and informative. They were recommended to me and I highly recommend them. Great service!!

Oscar and his wife are terrible people. Poor service and he is a big liar. He has wasted my time since Sep 2020 and I needed a form 592 for Franchise Tax board and he asked me to wait until after the tax time/ April of this year. This was the case of filling a simple 2 page form. A simple task he agreed to do for me. He kept delaying it. Franchise Tax Board kept chasing me for this form for over 18 month. Oscar agreed to send the form on my behalf. He kept telling me that he has filed it while Franchise Bo

I formed my corporation with Mission Federal. There are companies that do what they're expected to do, then there are companies that go above and beyond to provide exceptional service and do it with a smile. Mission Tax definitely goes above beyond. Highly recommended

I came in for notary services but I wasn't expecting the level of care and graciousness that Michelle had to offer.

Most professional and simply the best tax accounting service I have ever used in my 70 years on this earth ?? ??

They have really helped us out in a professional manner for many years. I highly recommend their services.

Very professional and efficient highly recommended for all your business and personal taxes.

I love this place sometimes we go pick up our checks and they double what we get paid ????????

(Translated by Google) Very professional, they always have solutions and answers, especially with their assistance, I am always very grateful to the tax preparer and his entire team. Thank you (Original) Muy profecionales siempre tienen soluciones y respuestas sobre todo cuentas con su asistencia siempre estoy muy agradecida con el preparador de impuestos y todo su equipo. Gracias

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.