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Perez & Montañez, Inc.

Perez & Montañez, Inc.

Reviews Summary

The majority of reviews highlight exceptional service, praising the team's expertise, professionalism, and dedication to clients. Many appreciate the clear communication, thorough explanations of tax regulations, and personalized care, making complex tax processes manageable. The staff is described as friendly, responsive, and attentive, often going above and beyond to resolve issues. However, one negative review mentions poor communication and unresolved concerns. Overall, the consensus is highly positive, with strong recommendations for their tax services.

About This Listing

Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Bilingual Services

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
Accounting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Bilingual Services

Contact Information

Address

179 E 19th St

Chico, California 95928

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-12PM
Saturday Closed

Customer Reviews

Since Mr Perez, my 90 year old mother, who had been having her taxes prepared at this office for nearly 20 years (Perez purchased the business from the previous owner) refuses to take phone calls and has no direct email contact on the website, I can only complain about how he treated my mother through his secretary, Shawna. Mr Perez, for a reason neither my mom or her recently deceased husband could explain, requested a filing extension. For months, my mom has been trying to complete her 2023 taxes. Sinc

I worked with this knowledgeable EA to fix a previous tax year error. Mr. Perez and his entire staff were friendly, attentive, and they went above and beyond to fix the IRS issue. He took the time to answer my questions regarding tax issues and current regulations. He immediately found the problem and explained it to me in detail in a manner a layperson would understand [I?m a biologist and don?t know much about taxes and find them intimidating]. I have not had such a skillful, courteous experience from a t

Andres exemplifies exceptional professionalism and diligence. He demonstrates a genuine commitment to his clients by actively listening to their needs, providing thorough answers to inquiries, and ensuring they are well-informed about the latest tax regulations. With Andres, the tax filing process flows seamlessly, and he promptly communicates, respecting the value of your time. Without a doubt, this has been the most outstanding experience I have had in over two decades of filing taxes.

Andres is great to work with while dealing with taxes, which are complicated. He knows the updated laws and is able to keep me informed of appropriate deductions. Clean office and professional staff.

I highly endose Perez & Montanez for tax and accountant services. We help my in-laws every year with tax returns; Perez & Montanez are responsive to any questions and they really care about their clients. Thank you Perez & Montanez!

Taxes are never easy or fun to deal with, but this group made me feel secure with their experience, knowledge, and the care they took to make sure I received the best possible service. I would highly recommend using them for any tax needs.

I was incredibly happy with the service I had, Andres helpped me out alot and i can't give enough stars, 100% recommend to anyone looking for tax help.

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.