*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.*
672 W 11th St
Tracy, California 95376
Jennifer is not the quickest with returning phone calls, but she knows her stuff and has always maximized my returns better than any other firm I've ever worked with. She also offers free consulting for returning customers. I don't leave many reviews but i wanted to provide accurate feedback on my experience for anyone looking for someone solid to due their taxes. You won't be disappointed.
Jennifer has done my taxes for 4-5 years. She has never been great with returning my messages but I stick with her. I have been asking request for call backs or responses to my emails. I have sent at least 8 emails and at least the same in voicemails since April 2024 to follow up on some things she said she would do. Jennifer, please respond so I can take this negative review down as I do not like to leave these. If this is still up you know that she still hasn't reached out. And to that I say, find someone
This is long over due! But to simplify I tried using them 2 years in a row, 1st years taxes were done completely wrong and the 2nd year they never finished, They are never available and never call you back! Finally after 3 months past tax date I had to move on to another Accountant to take over and he showed me all the mistakes they had made which were many!! I guess that's why they couldn't call me back!
Jen and Villa are simply the best. They create a personable comfortable environment with excellent communication. What's most impressive is how fast and efficient everyone there is. The communication is perfect and they take the time to explain everything. I could not be more satisfied with my experience. I will absolutely continue to work with My Tax Angel and I highly recommend them.
This was no angel, but rather a tax nightmare. Apparently she forgot to file my taxes this year, and then didn't even have the decency to admit her fault. She won't return my calls or emails, and is in possession of all of my personal and financial information. I've filed a complaint with BBB, only to see another complaint very similar to mine. Truly unbelievable ... beware! Update: After 7 years, she is now claiming I hadn't paid?! Funny, that's not what the Better Business Bureau found. I'm amused at yo
My Tax Angel is the place to go! Jennifer is knowledgeable and professional. The staff is always courteous and attentive. Jen saved me lots of time and money and helped me work through a very difficult tax situation with expert guidance. I highly recommend her!!
Nice local office. After dropping off paperwork, they became hard to get ahold of. They refused to email me, and would only send to my husband who is out of state. News flash...couples file jointly! I ended up finding a mistake in our taxes charged by his employer, which Jennifer did help us get money back for. Overall, she was very expensive and time consuming with all the call backs we had to make.
Jennifer and her team ALWAYS go above and beyond from beginning scheduling our appt to making sure we have all our documents in order and finally making the process quick but efficient when it's time to file. As well as double and triple checking we have everything correct and can get back the best refund possible. I'm I'm happy I found My Tax Angel when I moved to Tracy.
I have been using My Tax Angel for about four years now and am extremely satisfied. I had stugled with filling my taxes myself, and turbo tax just never made me feel like I was getting my full return. Once I found my tax angel all my issues went away. Jen has been so acomidating and easy to work with to get my paper work in correctly and on time. If your having issues or are just tired of the fly by night online sites. Reach out to my tax angel today.
Jennifer did my 2020 taxes. Was fine. She asked to review my 2019 to see if she could amend them. She charged me full price and then told me I'd be getting money back. Well I never did. Then she said she would refund me the amount she charged since she was wrong. Well she never did. I've called numerous times and never get any response back. Never use her again. Just wanted the refund she promised and didn't deliver and then evades me and never returns phone calls.
Jennifer and her staff at My Tax Angel are always professional and so kind. They are very thorough but fast. I always recommend My Tax Angel to all of my friends and family.
Jennifer is an amazing accountant. She has been very good to me and my taxes. You can't go wrong with her!
I feel fortunate to have found My Tax Angel, Jennifer and Vila are very attentive, the year round support has been so reassuring and the attention to detail is phenomenal! I have recommended everyone I know to come and see her. You have found a believer! Thank you Jennifer!
Jennifer is always looking out for your best interest and makes sure you receive the most refund possible. I highly recommend My Tax Angel. You will continue going here year after year!
We love Tax Angel! Very knowledgeable and asks the right questions. She is very friendly. Has gotten the most for our returns every year. We would not go anyplace else and we are 1 hr 45 minutes away!
Jennifer is amazing. My Tax Angel is a family affair My daughter and I have been going to her for quite sometime I don't see us going to any other tax professional as long as she's in business a highly recommend my tax angel
My family and I have been doing taxes here since forever, personally since out of high school for myself. Jennifer and Vera always ensure we are taken care of and do everything in their power to stay on top of our tax needs, thank you My Tax Angel!
Love that Jennifer not only does our taxes but educates us on the tax laws every year and getting the year around support is the best! We have learned so much from Jen! Thank you My Tax Angel for taking care of us!
Jenn & Vila are nothing short of AMAZING!! I have been going here for YEARS and they always go above my expectation and are ALWAYS communicative! I can definitely TRUST them and will definitely refer them to anyone in need. Great job ladies!!
Let me say first off by saying they are awesome. I tried to do it myself and almost owed $2,000 I went to tax angel and they saved my butt. My wife and I now will go nowhere else they have saved us so much money and time. We recommend this company to anyone that needs help with their taxes it is well worth the price and time they take to help you.
Jennifer is amazing. She helped me so much with my business and personal taxes. She taught me a lot of thing I had no idea about or that I had to do that actually got me a bigger refund ! - Erika Valdez
Jennifer is professional, friendly, efficient and extremely thorough. We have been using My Tax Angel for years and would recommend them without hesitation.
This was my second year filing with My Tax Angel and they do not disappoint! Jennifer is thorough and has your best interest. Definitely will be back again!
My experience with Jennifer is always so great! Very helpful and answers all of my questions clearly. I've been going to her for about 4 years and I see myself continuing with her for several more years.
Jennifer is amazing ! 2 years she has done my taxes and I even got an updated w2 as nd she was prompt to put an amendment in. I referred 3 people ! Thank you Jen !! You are an angel ...
We are really happy with My Tax Angel! They really are thorough and make you feel you can trust them. Always friendly and they treat you like you are their only customer.
I have already shared to many to see Jennifer at My Tax Angel. Great service and she goes the extra mile. Incredible experience.
Tax Angel the name says it all! Been with Tax Angel for a few years.The Tax Angel Team really goes above and beyond to get you what you deserve. Highly recommended!
The most seamless and easy process. I was dealt with professionally but also personally to where it felt like I was dealing with a family member. I loved it and the rapport was made very quickly. I was looked out for and was given the best outcome I could have gotten. SO RECOMMEND! I'll never go anywhere else??
Best in town. Would recommend My Tax Angel to everyone I know! She has helped my entire family. Love her!
Haven't responded to my phone calls or emails in over a month. Called, left voicemails, and emails - still no response. I've told Jennifer that I am ready to file and have paid my dues, but no one is responding to me. This is for my 2020 taxes...
Yes no angel indeed ... we filed Jan 28 this year still waiting for tax money then after calling all month and being ignored I threaten to show up in person the wicked witch calls and says we can call IRS ourselves and figure it out now that she got paid we can figure it out huh .....wow she is not legit,very unprofessional and I to am filing with BBB I guarantee this review is just the beginning.you cannot do people dirty and stay in business so you will see.By this time next year you will be on a park b
Jennifer is really knowledgeable and made my tax experience wondering. I would definitely recommend her tou family and friends.
I LOVE MY TAX ANGEL!! I have been going through Them for year's Jennifer is AMAZING!!
Jennifer is amazing... She works hard for you and your needs. Refreshing to know she's always there to help
Jen is knowledge & meticulous, she always goes above and beyond!
I've been working with this team for 2 years now and am very satisfied with thier work & professionalism. Very friendly group. My family uses thier services too.
My Tax Angel does great, professional, knowledgeable work. Love working with them.
These people are a joke,,, never never will I recommend them to anyone,, almost two months and they haven't been able to do my taxes and now they won't give me my tax paper back
Schedule an appointment, submit docs, and speak with an angel. It's that easy.
Jennifer and Villa are both true Angels.
Called 6 times and left a message. No answer nor did anyone return my call. No bueno.
Jen and Vila are amazing!
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.