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Ortega Financial Services

Ortega Financial Services

Reviews Summary

Customers consistently praise the exceptional service, professionalism, and expertise, with many highlighting years of trust (some over 15 years). Reviews emphasize fast, clear, and friendly assistance, especially for taxes and financial services. Many appreciate the thorough explanations and reliability, with long-term clients strongly recommending the service. The overall sentiment reflects high satisfaction, with repeated mentions of efficiency, honesty, and a stress-free experience. Multiple reviewers note returning annually, underscoring consistent quality.

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

107 N Garfield Ave

Manteca, California 95336

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9:30AM-6PM
Tuesday 9:30AM-6PM
Wednesday 9:30AM-6PM
Thursday 9:30AM-6PM
Friday 9:30AM-6PM
Saturday 10AM-4PM

Customer Reviews

I found this tax office last week and was very easy to schedule an appointment. I had my taxes done by Jose and very thankful with his services and very good at explaining everything to me regarding my returns. I say definitely make an appointment he had 4 people show up one after the other he's a busy guy but I can see why his reviews are so great. I will definitely keep coming to him from now on. Thank you Ortega Financial Services!!!!

Excellent Tax Services ? Highly Recommend! I had an outstanding experience with Ortega Taxes! He made the entire tax process stress-free by explaining everything clearly. His attention to detail and dedication to customer service are top-notch. I appreciate his honesty, efficiency, and willingness to answer all my questions. If you're looking for a reliable tax service, Ortega Taxes is the best choice. I will definitely be returning next year!

Thank you, for Mr. Ortega for guiding me throughout my first year of filing taxes. As a first time part time worker and student in college. He brought me into realization, how my taxes are done and made. Thank you, once again for your service.

Jose was very helpful and very nice, the process of my tax appointment was so smooth and he answered all the questions I had and even gave me advice !!

Mr. Ortega was very kind and made the process very quick and easy. Will definitely be returning.

Excellent service and mister Ortega is very knowledgeable and helpful I highly recommend him

I've been going to Mr. Ortega for my taxes for several years and have always had great quality service from him. He is fast, efficient and most importantly, he is trustworthy. I'm a prouder customer of his business and will continue to work with him for my financial service needs.

My family has been going to Jose for a long time and I now do as well. He helped me a lot with understanding how to go about handling my taxes this year as an independent contractor

Been doing my taxes here for the past couple of years. Mr Ortega has not let me down he's talented, knowledgeable and amazing at what he does.

Jose was so so helpful. We love working with him and will be back every year to do our taxes.

Very kind and helpful always here to help me with my taxes when needed. Happy to have found this place.

Best place I ever done my taxes over 14 years with Jose Ortega

Quick and easy taxes, very informative

The best tax office, I got my money fast. Ask for Jose and he'll give you your money back!!!!!

Been coming here for several years now, fast and friendly service always.

Always great service, I been coming here since 2017

Excellent Tax Services.

I like them very much job well done

I'm been doing taxes for 8 years with Jose Ortega.

Jose does our income tax returns every year!

Great and fast service ????

(Translated by Google) Excellent service 100% recommended (Original) Excelente servicio 100% recomendado

(Translated by Google) It is my second time doing my taxes here, my experience with them was very friendly, fast and satisfactory, thank you (Original) Es mi segunda vez haciendo mis taxes aqui mi experiencia con ellos fue muy amable, rapido y satisfactorio, gracias

(Translated by Google) Excellent service, my husband and I have been doing our taxes here for 15 years. (Original) Excelente servicio, mi esposo y yo hemos hecho nuestra declaraci?n de impuestos por 15 a?os aqu?.

(Translated by Google) I am very grateful for the work done by my dear friend Don Jose Ortega, president of Ortega financial services, I will always be with your services. (Original) Estoy muy agradecido por el trabajo que realiza ml estimado amigo don jose ortega presidente de Ortega financial services siempre estare con sus servicios

(Translated by Google) Very good service, I recommend it. I have more than 10 years and they have always treated me very well. (Original) Muy buen cervicio lo recomiendo yo tengo m?s de 10 a?os y siempre me an atendido muy bien .

(Translated by Google) Recommended for all Latin people and in general. Very professional service. Since 2005. Until now I am with them. (Original) Recomendado para Toda la Gente Latina y en general.. Muy professional service. Desde El a?o 2005. Hasta Ahora estoy con ellos.

(Translated by Google) I have been doing taxes for 10 years with Mr. Ortega Thank you for your service The recommends (Original) 10 a?os hago taxes con El Sr Ortega Gracias por su servicio Los recommends

(Translated by Google) Very good service, I have had them for 9 years, I recommend them. (Original) Muy buen servicio tengo 9 a?os con ellos se los recomiendo

(Translated by Google) Very good service, friendly and professional 100% recommended (Original) Muy buen servicio, amable y profesional 100% recomendado

(Translated by Google) Super professional and always willing to help. I've been working with them for 5 years. I highly recommend them! (Original) S?per profesional y siempre. Dispuesto a ayudar , 5a?os de trabajar con ellos. Se los recomiendo !!!

(Translated by Google) Excellent service and attention. For which tax procedure and Itin number. (Original) Excelente servicio y atenci?n. Para cual tr?mite de taxes y Itin number.

(Translated by Google) Doing my taxes here for several years, excellent service! (Original) Haciendo mis impuestos ya varios a?os aqu?, excelente servicio!

(Translated by Google) Thank you for your service, I recommend you good work (Original) Gracias por su servicio les recomiendo buen trabajo

(Translated by Google) I do my taxes with Jose Ortega, I'm happy Every year (Original) Yo ago los impuestos con Jose Ortega estoy feliz Cada a?o

(Translated by Google) I have been coming with Don Jos? for 5 years and he has always solved my problems (Original) He venido 5 a?os con Don Jos? y siempre ha resulto mis problemas

(Translated by Google) Very good and fast service. The gentleman is very kind. (Original) Muy buen servicio y rapido. El se?or muy amable.

(Translated by Google) Fast and friendly service. We have been coming here for 15 years now. (Original) Servicio r?pido y amable. Ya tenemos 15 a?os viniendo aqu?.

(Translated by Google) Very good customer service, specialized and always looking for a way to help :) (Original) Muy buena atenci?n al cliente, especializada y siempre busca la forma de ayudar :)

(Translated by Google) Fast and clear service! Recommended (Original) Servicio rapido y claro! Recomendado

(Translated by Google) Good service and very fast (Original) Buen servicio y muy r?pido

(Translated by Google) Excellent and reliable service. (Original) Excelente y confiable servicio.

(Translated by Google) Excellent (Original) Excelente

(Translated by Google) good place (Original) buen lugar

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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