*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.*
31681 Riverside Dr STE L
Lake Elsinore, California 92530
Nissi Tax is amazing and Cynthia is a great help! They answer all your questions you may have and are always going the extra mile to make you happy. Love that they have a closer office to us makes the experience even better, 3rd year filing with Nissi and it only gets better!!
We came to Nissi tax for the first time this year and Cynthia helped us out , she made the experience so seamless and was very helpful and informative. She is super kind and professional , and took the time to answer any questions that we had since this was the first time filing joint . We definitely recommend her services !
I am a first time client, and Cynthia at their Lake Elsinore location was extremely efficient at her job. 100% will be returning next year for her to do my taxes again. I am extremely happy. Both state and federal returns that Cynthia helped me file were approved. I received my state refund within days of using Nissi. Federal is pending for this week. Couldn't be happier with this office, their efficiency, and their wallet friendly fee. I will never use a chain tax filing place again after using Nissi Tax P
I recently had the pleasure of working with Cynthia for my tax preparation, and I cannot recommend them enough! They did an absolutely amazing job?everything was handled with precision, professionalism, and care. Not only were they incredibly knowledgeable and thorough, but they also took the time to explain every step of the process in a way that was easy to understand.
Initially recommended by a family member, Cynthia was amazing. She took care of all my needs and more. Professional, friendly, and highly knowledgeable, I have found my tax person, and I'm so happy.
I needed a new place to do my taxes this year and chose Nissi Tax Pro and am glad I did. Cynthia was professional, knowledgeable and friendly. I was a bit nervous going to a new place, but she made the experience very pleasant. I found myself a new tax place and will definitely be back next year. I highly recommend Nissi Tax Pro!
Cynthia was great! She helped us with our taxes. It was quick and easy. Very professional and will definitely be coming back again next year.
I have been doing my taxes with Nissi Tax Pro for some years now and this is my first time doing them at the new office location in Lake Elsinore. I will highly recommend to anyone because the staff is very friendly and very professional.
Cynthia and the staff here are absolutely amazing! I did my taxes with their Temecula office last year & I trust them! They know what they're doing. Thank you all!
Cynthia Rubio was so helpful , kind and knowledgeable. She made us feel so comfortable. We will be coming to her for our future taxes as well !
Cintia is a great person, she helped me a lot. She is a profesional ! Thank you so much and I will be back next year.
Cynthia was very friendly and knowledgeable. Place is very clean and quiet . Very fast and answered all my questions .
This is my 2nd year filing with them and my first time at this location. It was quick and easy. I definitely recommend!
Cynthia and Yesenia are absolutely amazing! They know what they're doing. Thank you all!
Have been with this company for years. Appreciate them opening a new office! Very convenient!
Great experience! Knowledgeable and prompt as well as very patient with my little one. Thank you!
The attention is excellent, they are very friendly, they answered all my questions. I highly recommend it
WOW, real people that know what their doing. Very polite and curdious. Their indeapth knowledge lead to a pleasant and quick visit.
I did my tax returns at nissi,very fast and professional,highly recommended!
Cynthia was great and got me the maximum refund on my taxes!
Very efficient service and friendly staff, I will recommend it to al my friends.
It was great professional and polite will definitely come back
Great place to do taxes. Very fair price.
Great experience very friendly and nice ladies !
Fast and efficient , amazing place to do your taxes
thank you cynthia! highly recommended!
Good customer service!
(Translated by Google) My first time doing taxes at this office, and it was a great experience. I recommend it and will definitely return next year. (Original) Mi primera vez haciendo los taxes en esta oficina y fue una excelente experiencia. La recomiendo y definitivamente regresar? el pr?ximo a?o
(Translated by Google) Very good service, they are very good at doing what they do. And they serve you quickly and give you all the relevant details that you will need, I will continue to do my taxes here (Original) Muy buena atenci?n, son muy buenos haciendo lo que hacen. Y te atienden r?pido y te dan todos los detalles relevantes que vayas a necesitar, los seguir? haciendo aqu? mis taxes
(Translated by Google) Excellent service, they are very friendly, speaking Spanish and they explain any questions you have and everything you should do to improve (Original) Excelente servicio, son muy amables, hablando espa?ol y te explican cualquier duda que tengas y todo lo de que debes hacer para mejorar
(Translated by Google) Excellent attention. They helped me a lot with the whole process. (Original) Excelente atenci?n. Me ayudaron mucho con todo el proceso
(Translated by Google) Excellent service, very friendly people who help you 100% recommended (Original) Excelente servicio muy hamables las personas que te ayudan 100% recomendado
(Translated by Google) Excellent service, they are very friendly and explain things clearly. (Original) Un excelente servicio son muy amables y te explican las cosas claramente
(Translated by Google) Super recommended, very friendly, clear and concise, we will definitely return!!! (Original) S?per recomendada , muy amable , clara y concisa, definitivamente volveremos!!!
(Translated by Google) Very kind Cynthia Rubio 100% recommended (Original) Muy amable Cynthia Rubio 100 % recomendable
(Translated by Google) They did not help, with all the doubts we had, Excellent attention and friendly (Original) No ayudaron,.con todas las dudas que teniamos,.Excelente atenci?n y amables
(Translated by Google) Victor Hernandez-thank you, I was satisfied with the results (Original) Victor Hernandez-gracias qued? satisfecho con los resultados
(Translated by Google) Fast confident and secure (Original) R?pido confiado y seguro
(Translated by Google) Recommended 100% very satisfied???? (Original) Recomendada 100% muy satisfecha????
(Translated by Google) Excellent service (Original) Excelente servicio
(Translated by Google) Excellent service (Original) Excelente servicio
(Translated by Google) Excellent (Original) Exelente
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.