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Ortiz Co. Tax services

Ortiz Co. Tax services

Reviews Summary

Customers consistently praise the tax services for their professionalism, efficiency, and friendly approach. Many highlight how the process is made easy, especially for first-timers or those with complex filings like 1099s. The staff is commended for thorough explanations, attention to detail, and maximizing deductions, leading to stress-free experiences. Multiple reviewers mention returning yearly due to the exceptional service, with some noting fast refunds and seamless communication. The bilingual support is also appreciated. Overall, the service is highly recommended for its expertise, kindness, and ability to simplify tax filing.

About This Listing

Bookkeeping
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
Bilingual Services
In-person Support

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.*

Features

Bookkeeping
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services
Bilingual Services
In-person Support

Contact Information

Address

355 W Las Palmas Ave SUITE 6

Patterson, California 95363

Visit Website Call Now Get Directions

Hours

Sunday 10AM-7PM
Monday 8AM-6PM
Tuesday 8AM-6PM
Wednesday 8AM-6PM
Thursday 8AM-6PM
Friday 8AM-6PM
Saturday 10AM-7PM

Customer Reviews

This is our first year working with Ellie, I have to say that we are completely impressed by how professional and knowledgeable she is. She really takes the time to understand your needs and will go the extra mile to ensure everything is done effectively and efficiently. I would give her 10 stars if that was possible. Her and her team are amazing!

It was my first time using the Ortiz tax service and I was very impressed with how fast she got our taxes done and she was very professional. I will be doing my taxes with her for years to come. ???? Her attention to detail ensured that I didn't miss any deductions, which saved me a significant amount of money. Additionally, she took the time to explain each step of the process, making it easy to understand. I appreciated her friendly demeanor, which made the experience much less stressful than I anticipate

I came across Ortiz Tax Co on Instagram and was immediately impressed by her presence and professionalism on the platform. I decided to reach out for help with my taxes, and I'm so glad I did! The entire process was smooth, quick, and stress-free. She was not only knowledgeable but also made everything feel effortless. I'll definitely be returning to her in the future and will be referring my clients and anyone else in need of tax services her way!

It was my first time filing taxes with a 1099 and I was so nervous and un-organized. Ellie was amazing in making sure I got all my financials organized and ready to file my taxes and maximize all of my deductions. I would recommend her to anyone that is looking for a professional tax person that is friendly, understanding and highly knowledgeable.

This was my first year filing with Ellie after being recommended and I had a great experience! She makes the process so painless and easy - especially for someone that is new to the tax world! I definitely plan on working with her again in the future!

This is the second year she has done my taxes as a student and has made it such an easy process! I love how she explains exactly what I'm getting and why so I don't feel lost or confused with what I am getting and why. It's such a smooth process. Highly recommend & will be doing them with her again next year ??

It's my second time doing my taxes with Ortiz Co & they've made everything so easy and smooth each time. Ellie helped me & made sure to explain everything thoroughly. Will definitely be continuing services with them in the future :)

This is my second year getting my taxes done with Ortiz Co. Tax services and they are the best. Ellie did my taxes she was friendly, knowledgeable, and professional. She completed my taxes in a timely manner. I highly recommend getting your taxes done here.

Highly recommend Ellie! She was super informative, answered our questions, and made everything very easy for us to file our taxes. We look forward to working with her again

Second year doing my taxes with Ellie, super friendly and helpful. She was able to do my taxes over the phone so made the process so much easier and faster ??. Definitely recommend!!!

Ellie was very patient and kind. She looked through every option to save me lots of money that I would have had to pay if she wasn't as knowledgeable with taxes as she is. Thanks again, Ellie.

I have done my taxes with Ellie for two years now. I highly recommend her she made everything so simple to filing my taxes. I look forward to filing again my taxes with her.

I was very pleased with Nalleli?s work. Even though she very busy during tax season. She took her time, she was professional and always in communication with me. Will definitely be going back next year.

Best overall experience, will never go elsewhere. Extremely knowledgeable and explained everything to me. Thank you Ellie for making tax season stress free.

this has far been the best tax service I've had, and I've been filing taxes for 20 plus years, the tax specialist are considerate, caring and go above and beyond to serve all my tax needs and questions, the process was so easy for me and I received my tax return within 10 days, I highly recommend!!

And once again, Nelly never fails. Great communication & she does everything to make it all easy peasy. My 2nd year with her and I'm not gunna stop!

Ellie is seriously the BEST! She takes time to explain everything in detail. So friendly, so glad they moved to Patterson!

This is my second year with Ortiz Co. Staff are so sweet and helpful. They make everything very easy and convenient. Would recommend to anyone who needs their taxes done!!

supper easy to work with and keeps the process smooth! i would definitely recommend using her services!

Definitely recommend Ortiz Co. Tax Services. Ellie has helped me with a lot and it was an easy process.

ellie was super nice and helpful and got me a great tax return!!

Best around and go too for all your tax needs! Ellie and Ruby are the best ??

Excellent service. Incredibly helpful & friendly. Explained everything in terms i understood.

Supper friendly a supper fast never a bad experience with them!!!

Great fast and helpful!! Will go to again next year!

(Translated by Google) Ellie is very professional and efficient in her work, knowledgeable in the tax return as she answered all my doubts and questions, and also provides confidence to her clients and guides them to file an easier return. She is a fair and very kind person, which is why I would recommend her without thinking and I will return next year because it is the best place to do my taxes. I am very happy and grateful with Ellie. Thank you so much (Original) Ellie es muy profesional y eficiente en

(Translated by Google) This is my first time doing the taxes for our business with Ellie, she was truly a super kind person and gave us all the confidence to ask all the questions we had, highly recommended ???? (Original) Esta es mi primer ves haciendo los impuestos de nuestro negocio con Ellie, laverdad una persona s?per amable y nos dio toda la confianza para preguntar todas las dudas que ten?amos, s?per recomendable ????

(Translated by Google) It was very kind and easy, thank you for everything, very good work ???????? (Original) Fue muy amable y f?cil gracias por todo muy buen trabajo ????????

(Translated by Google) Thank you for giving us the best service! (Original) Gracias por darnos el mejor servicio!

(Translated by Google) Excellent (Original) Excelente

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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