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Moore Professional Services

Moore Professional Services

Reviews Summary

The reviews show a polarized consensus. Many praise the tax expertise, professionalism, and friendly service, highlighting years of reliable service and stress-free experiences. However, several negative reviews cite overcharging, unprofessional behavior, and rude interactions, with complaints about bait-and-switch pricing and poor customer treatment. The positive feedback dominates in quantity, but the negative experiences are severe and recurring.

About This Listing

Accounting
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience
Local Tax Credits
Years of Practice
CPA License
In-person Support

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
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience
Local Tax Credits
Years of Practice
CPA License
In-person Support

Contact Information

Address

769 Jamacha Rd

El Cajon, California 92019

Visit Website Call Now Get Directions

Customer Reviews

I've been a client of Barbara's for five years. I feel so lucky, because she navigates the complex world of taxes with ease. Her professionalism is top-notch, and her friendly demeanor makes every interaction enjoyable. Barbara's reliability and expertise make tax season stress-free. Highly recommended for anyone in need of a trustworthy and efficient tax accountant.

Extremely disappointed. Worst tax experience ever and I've had my taxes done for a very long time. This is not a professional tax service. It was a total bait and switch scam! I wish we had read the other reviews online first. We were charged hundreds more than we were told it would cost and when we tried to discuss the discrepancy, the owner Barbara was rude, unreasonable, and not professional at all. She doesn't listen to her staff or clients. I feel so bad for how she treats her staff and clients. I am n

Barbara and her team have been doing my taxes for almost 5 years and they have always done an amazing job! They are super knowledgable and always available to help answer any tax questions I have throughout year. As a small business owner, it's so nice to have a great team helping me through my taxes - so grateful for their great service!

Barbara is so knowledgeable with tax rulings and a great listener when it came to meeting her to file my return. Her staff was very friendly and helpful. Highly recommend.

Barbara has been doing my taxes for about four years now and she is not only kind, she is extremely knowledgeable about tax laws. She is able to do the tax return with you and ask any questions she may have immediately. I have complete confidence in Barbara with my taxes. As I said before she is kind and a true heart spirit. She will not disappoint.

Barbara is very professional and extremely knowledgeable about the new tax laws. Her staff is very friendly. I definitely recommend her office the next time you need your taxes done. She also does estate and trust tax returns.

I had the same experience as the other two reviewers. The owner was rude when I questioned being charged more than I was quoted. She reduced the price by a little bit and told me not to come back then did the sign of the cross in front of my face and told me to consider the discount a blessing. I was so shocked I didn't know what to do or say. I also left very upset.

Barbara knows tax law inside and out! We've had some unusual circumstances, yet she always knows exactly what has to happen! She's worth every penny!

I use Moore Professional Services for all my tax needs.

This woman over charges, she over charged my mom, my sister, and me. I do not recommend at all.

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.