Moreno Insurance & Tax

Moreno Insurance & Tax

Reviews Summary

The consensus is overwhelmingly positive, with most reviewers praising Rick and his team for their professionalism, knowledge, and excellent customer service. Many highlight their trustworthiness, timely responses, and ability to resolve complex tax issues. Long-term clients appreciate consistent quality over years or decades, while newcomers commend the friendly, efficient service. A few mention additional services like insurance. The sole negative review cites issues with record retention and fees. Overall, the team is highly recommended for tax preparation, with particular emphasis on their reliability and personalized attention.

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

2249 W Whittier Blvd #A

La Habra, California 90631

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Super efficient process and super friendly staff! Rick gave me the best refund I have received in all my years. He gave me sound advice to let me know how I can help my tax liability. I also liked that he was dedicated in doing my return- it was not a rushed job to have a quick turn over like most other offices. Will definitely recommend him to my family and friends.

I've been going to Rick for 3 years today marks the day I've seen his true colors! He has neglected to return my records and holding the records of mine until the preparation fee is paid. I decided to go with a different tax person and he clearly didn't like that and will not give me my forms I submitted to him back. I've made a complaint to the IRS regarding his improper tax practices and not giving back my property.

I am so happy I found Moreno Tax services! We filed last minute this year because we lost our long time tax guy. We needed someone dependable, knowledgeable, and professional. Wasn't sure we were going to find someone last minute. Rick was super flexible scheduling us even so close to tax deadline dates. so happy I found Rick he literally met all our tax needs plus some. I am looking forward to working with him for future tax services. My husband was happy too we got a great return!

I have been going to Rick for my taxes for 3 years now and just this last year for my business taxes. He is very responsive and always calls/emails you back for anything you need. I had so many questions that I felt like a bother but he always was prompt on helping me out. This past year I moved to Hawaii and still use him! Diana is also super sweet and responsive if Rick isn't available. I recommend!

Been working with Rick for about 4 or 5 years, he is a growing small business and offers Quality work in regards to ensuring that your taxes will be completed in a timely manner but rather in a manner that is aligned with both federal and California state law. He is my go-to guy for questions regarding tax changes both in the current and future. I look forward to discussing future plans with Rick as he always provides good feed back and direction to help me make good business decisions.

We have been doing to our taxes with the Moreno family for over 25 years and have never had a problem with our taxes. Rick Moreno and staff are super friendly and informative. Rick really looks out for your best interest and works with you to make sure you get the best outcome possible. Thank you for all your hard work.

I have been coming to Rick for the past 5 years and every time I come in, he is nothing but patient and hard working. If you're looking for someone in the area to do your taxes, Rick is the best! He works so hard getting taxes done in a timely manner and represents his company well. I tell my friends, family, and coworkers about him. Best customer service I have ever come across. I will forever be coming here, thank you Rick!

I've been doing my taxes with Rick for years now and wouldn't have it any other way. I wish I would have known Rick when I first filed and not go through so many people and business who wasted my time before I found him! Thank you HR Moreno Tax for your professionalism, fast response, and great customer service!!

Rick and his team run a very professional and customer focused business. Rick and Drew got me out of a very sticky situation with the IRS. They went the extra mile by calling the IRS, waiting on hold, and finding a resolution in a the span of one afternoon. I highly recommend their services.

Thank you Rick Moreno and Tax team for your help with our personal Taxes, and property investment. You and your Team where there to guide and assist with any questions we had and even offered other services you provide. Diana was super helpful and responsive to get things expedited! If you need someone reliable and knowledgeable you can trust Rick and his World Class Team...

I first reached out to HR Moreno Tax after getting audited by the IRS. My former tax preparer missed steps that cost me dearly. Rick was able to jump in and resolve the matter for only a few hundred dollars and helped me avoid an issue that could have cost me thousands. The HR Moreno Tax team stands behind their work and are able to handle any situation I present to them. I will never go anywhere else and I can say without a doubt that I recommend this company to anyone looking for a trustworthy tax profess

Rick has been doing our taxes for 16 yrs and now he's also doing our home refi. He's always gone the extra mile to ensure we get the maximum tax refund each year. Extremely glad for the referral to Rick 16 yrs ago.

Rick and his staff are amazingly friendly, knowledgeable, and we have been coming here to do our taxes for years. They are very responsive to our questions and concerns, and get back to us as quickly as possible. Highly recommend!

The legacy of great customer service continues! I started going to HR Moreno with the late Rick senior at the old site in Whittier. Rick (son) now handles our taxes etc and has been doing a great job keeping the time proven customer service tradition going offering all the newer technology. Good job guys!!

Even though we've moved our business to a new location, we will still go to HR Moreno Tax Service come tax season. Rick Moreno (the owner) really did help us minimize our tax debt with the IRS. Highly recommended. Also got my commercial insurance done through them, which is a plus.

Rick and his team are great. They always get me in and out quickly. Very trustworthy and friendly. Would recommend to anybody needed help with tax prep, insurance etc. First class

Rick has done taxes for myself and my family for about 10yrs knowing that he is trustworthy with my taxes and advises questions on a timely manner is important and keeps me loyal to come back and receive his services

Just moved into the neighborhood, first time customer. Outstanding Customer Service, very professional, I highly recommended Moreno Tax. Will be looking for Mike (the owner) next year for all my tax needs.

Rick got me out of a tough jam during my last tax season. Great company to work with. Highly recommend!! I know where to go next year hands down!

Had my income tax filing done and Drew was able to get my dues down thankfully! Diana is very polite, I had a friendly and good experience! Fast and reliable! Questions answered promptly! Definitely recommended!

First timers with Moreno Tax? they're very helpful, legit, and informative. Easy to communicate and friendly interaction. They have specific knowledge of crypto, so definitely go with them.

It was Wonderful doing tax service with Rick, fast reliable and responsive! Recommend to anyone who wants a trustworthy tax service business.

Rick helped me himself great listener and professional he made me feel comfortable and confident.

Great place to get your taxes done Rick is always honest and gives great advice , we will continue to come here and will recommend anyone who wants to get their taxes done .

I got my taxes done here and the service here is quick and efficient. I am really grateful for such wonderful service. Questions are answered with professional manner. I will be coming back next year!

Very knowledgeable group of people. Rick provided some great insurance services. Highly recommended.

Rick is a great guy and has friendly staff. He will take care of you.

Fantastic service, very clear with the process , and they sure go out of their way to give their clients the best result, i highly recomend them. Roland Luna

Rick is very prompt and helpful, with friendly staff.Came through for me.

I've been very satisfied since 1975. I am very happy with the service, excellent service.

Just Came in This Morning I have Been Doing My Tax here for Years Now I Really Recommend this Place !!

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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