*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.*
1445 3rd Ave a1
Chula Vista, California 91911
I have been a customer for over 12 years. Mario is very knowledgeable, has been very attentive to all our questions and concerns. I have not had any issues filing my taxes. I always recommend Mario to my family and friends.
I have been coming to mario for my taxes for years,I have recommended him to my friends and family, he is amazing and he does not over charge.
Me and my husband got our taxes done by Mario; really appreciated his work. He was knowledgeable, and when in doubt he'd be honest and do the necessary research to get the answers. Practical, resourceful, courteous, and for a great price! Some tax places overcharge; so unfortunate for people that pay exuberant prices. And wait hours. Specially on tax season. Give ORANGE TAX FIRM a chance, and I feel confident their service will make you a returning customer.
HIGHLY RECOMMEND Great Price. Professional Service. Very Reasonable wait times. May need to be patient if they're busy, they care about every client, so even with appointment, they'll make sure everyone is treated fairly. Even so; very much worth the wait! MY FOUR YEARS OF LATE TAXES IN 3.5hours!!! What a burden off my chest? down to hearth people. Will definitely be come back for services. Thank you kindly Mario!!!
If your looking for a good value, a friendly professional staff, then I would recommend Orange Tax Firm. The environment may not be a lucrative office but the people and service make up for it! I definitely would consider coming back next year to have my taxes done! Thank you! Laurie
By far the worst service I've ever received, I came in with an appointment for 3 pm, only to be told I need to wait because he's helping someone else. I asked if I can register an ATV, the man tells me he's not sure if he has the stickers??? It's 3:50 pm and I'm still not being attended, after I was told it would take 15 min. If you need registration, don't come to this one stop everything shop, go to garibay auto registration down the street. I will never be stoping at this place again.
I really like to take moments to express myself as they are the most profesional people and well knowledgeable at what they do They will go out their way to help u as best as they can I am very happy with their services I will go back again every year
I had really high expectations they recommended this place. I had my appointment at 4pm by 4:20pm I was notified they were just lightly behind I patiently waited 5pm hits I'm still waiting ???????????? 1 hour wait with no one else waiting?? Insane!!! Front desk lady very nice btw. Not coming by this place ever again !
Good experience! Fast and very helpful Definitely recommend
Mario really helpful and guides you with knowledge advice
Best place in town!!!
(Translated by Google) Very bad service I had a terrible experience with the tax preparer. He presented himself as a kind person but not when it came to tax preparation. I carried all my papers WHICH SHE DID NOT ME I ASKED, in my ignorance. I trusted that person. He still blames me for not being prepared. I believe that as a tax preparer she is the ?right? person to guide us. I will not return nor recommend this place. Ehh here is your response in my messages when I commented that I was dissatisfied. ?? I s
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.