*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.*
2450 Peralta Blvd Suite 111
Fremont, California 94536
I have used Professional Taxes services for 11 years now and would give Neil and his team a strong recommendation. They are very knowledgeable and respond very quickly to questions. I am not only a customer for my taxes but also for financial planning. If you are looking for a great CPA, who understands your needs, you do not need to look any further, Neil is the right person. Vinny
We have been using Professional Tax Services for over four years. As busy individuals, their virtual services have been the perfect fit for us. We upload our documents through their online portal, Tax Dome. An email is sent out when your taxes return document is completed as well as if your tax return has been accepted. Communication is typically handled via email or messages through Tax Dome, though we prefer email. We usually receive a response within the time frame listed on Yelp?two to three business
Professional Tax Services LLC simplifies tax filings with their excellent online platform. Uploading documents is a breeze, and the process is incredibly streamlined. Once your return is prepared, you simply review and sign electronically. It's the most convenient tax filing experience I've had. I highly recommend them for a stress-free tax season.
Tax season is always stressful. That's why I go to Neil knowing he has the knowledge to help me get the most out of my tax return and get the job done professionally. I feel safe chatting with him and uploading my documents using his secured website. His communication is great and he works very efficiently. I've always received my refunds in a week or less. He has a client for life!
Neil Narvaez has been doing my father's taxes for years. He is trustworthy, dependable, professional, knowledgeable, efficient, prompt, and personable. Taxes are hard, but Neil makes the experience much lighter. I highly recommend Neil Narvaez at Professional Tax Services!
We use Professional Tax Services LLC for both personal and business tax preparation. They've handled our family taxes and my two small businesses for years. They keep you updated throughout the process, even remotely, and the secure online document upload service is a great addition. Their team is reliable, clear in communication, and affordable.
I have been file my tax return with Professional Tax Services for several years. They very efficient and with reasonable price. The best of all, I can file through their secured web side and don't have to make an appointment. I just want to say thank you, Professional Tax Services for your great help! Cindy Jiang
I have used Professional Tax Services for over 20 years. They provide the individual assistance necessary to avoid any year-end tax surprises. They track and understand my tax history, so I don't forget to provide a critical document. They understand the tax code and are available during the year, not just tax time. I trust them with my most personal information.
I have had Neil doing my Business and Personal Taxes for several years. I moved from his base area to SoCal, but phone call and remotely still use Neil. He and his staff are friendly, professional, and dedicated. THANK YOU !
Neil showed remarkable commitment by putting in extra hours, including late nights, to complete our taxes. The tax preparation system employed this year was exceptionally user-friendly. I am impressed by the efficiency and expertise displayed. Thank you very much. I will be back next year.
Professional Tax has been doing my Dad's taxes for years. I manage my Dad's affairs out of state, they make it very easy for me to submit docs online without having to travel to California. Return and supporting forms very accurate and completed quickly.
Neil has been doing my taxes for 5 years now, and has been excellent throughout -- great communication, fast turnaround. I would not hesitate to recommend him to anyone!
Neil is fantastic to work with! He communicates well and can knock out my taxes in just a few days. I highly recommend.
Neil does a wonderful job! He answers questions promptly and the website is an asset to have for uploading documents and sending messages. I highly recommend for year round service.
We've partnered with Professional Tax Services LLC for several years and have been very happy with their services. Thank you for your professionalism and comprehensive support.
My experiences with Professional Tax Services LLC have been entirely positive. My questions have been answered promptly and courteously, and my taxes processed and filed with impressive speed.
Professional Tax Services serves exactly what their name stands for. A super easy process from start to finish. Their secure website made it easy to trust and upload your tax documents. During these times when it's very difficult to make any appointments, Neil and his staff make life easier. Neil?s advice on how to make adjustments on with holdings have made huge difference. I will continue to use Neil every year.
Been working with Professional Tax Services for years and really appreciate the professionalism, attention to detail and prompt filings they (Neil!) provide. I really love this group! I highly recommend!
My experience was wonderful, Neil was kind and and very knowledgeable, thank you so much, I will recommend your services to any who needs there taxes done by a professional. Thank you Neil.??
Professional Tax Services is THE BEST!! My wife and I have been working w/ Neil for several years now, and we've been more than happy w/ him. I honestly can't imagine anyone else providing the amazing quality of service he brings, in addition to the quick and efficient speed of how he works. We truly feel we are in great hands every time tax season comes along, or if we have any financial planning questions. Neil is definitely an expert at his craft, and a joy to talk to. Before we met Neil, we were filing
Neil and his team helped me to think through scenarios that helped benefit my family and offers thoughtful & practical advice each year. I've used his services going on 4 years and it's reassuring when you know someone has your best interest in mind particularly when it comes to taxes. He even jumped on a few calls separately with my financial advisor to discuss best way to manage my personal business taxes.5 stars
I have been using Professional Tax Services for my tax preparation for 6 years. Neil and his team have handled complex tax scenarios fluidly and professionally. To boot Neil is so pleasant and readily avalaible to answer questions. He puts your mind at ease. I would not go anywhere else.
We had a great experience doing our taxes with Professional Tax Services. Neil was very helpful with the process and responsive to our inquiries. I strongly recommend doing your taxes in this place. Moreover, we found their online portal to be very useful and convenient in submitting our documents. I am looking forward to doing our taxes again next year at Professional Tax Services.
I was in a situation where I needed immediate guidance on stock options and tax implications. A quick search for tax preparation yielded several results. I contacted several firms and had conversations with a few. Professional Tax Services was by far the most responsive and had the most domain expertise. I was immediately set up on a communications platform that allowed me to communicate with Neil virtually and this accelerated the communication cycle between Neil and myself. In short, within 2 days I
Neil Narvaez has been doing my corporation and personal taxes for a couple of years. Not only has he done an excellent job, but he is also responsive and very helpful when I have had questions about the process. Further, I received a letter from the IRS about an issue and he quickly helped me solve it! He has a portal where you can upload your documents, which makes the process easy and smooth. I highly recommend him!
Good online tools. Efficient way to provide data, sign returns and make payments.
I highly recommend Professional Tax Services. They live up to their name..."Professional" !
Used to love having Neil do our taxes until this year. We moved out of state and it took him over one week to complete our taxes. It normal takes him an hour in the office but since I'm now out of state I guess that means you can take a week plus to complete my taxes. All good. What really bothers me is the amount he tells me I owe on CA was completely wrong and the refund from the IRS was over $7,000 off. That's a big mistake. His response was "I must have used a template when emailing you the amounts." Th
Neil has been doing my taxes for many years now, and always does a fast and accurate job. He's also helpful and responsive to my questions throughout the year. I wouldn't trust anyone else!
Professional Tax Services has been doing my taxes for the past 8 years and I couldn't be more pleased! They can accommodate your needs in a variety of ways. Some years I have complex issues where they take their time and walk me through things, while explaining it in an easy to understand manner. And when my tax situation is straight-forward, they get me in and out in a hurry! I never have to worry about my taxes! I highly recommend them to take care of you!
Given the circumstance of the past year, we have been very patient with Neil and team about our tax returns. We found multiple mistakes in the first round which was later fixed after multiple attempts to contact the office. After failing to receive?our tax return, we once again reached out to the team and were promised follow up within 1 week, 2 weeks max. Now 2 months later we have yet to hear anything from the team despite our greatest efforts.
Neil did good job last year so that I went to him again for my personal tax file this year. He is very professional and efficient. He response to my question quickly with email.
Best CPA I have worked with for over 5 years.
Neil is smart on his work as a tax consultant. His professional confidence in tax matters is apparent in his handling of Tax documents in a jiffy and complete the Tax return in matter of minutes. Success is written large in his attitude to the task.
Very quick and reliable , questions and concerns are immediately addressed and answered! Highly recommend!
While getting a house loan the lender wanted some past tax info asap. One call to Neil and all was taken care of. The process was smooth and professional. I recommend him!
Absolutely Fantastic Tax Services, for me and my family. No task too big or too small, very responsive, excellent knowledge of all tax situations. Very happy for several years and trust them with all of my tax needs.
Great and fast service. Neil was very knowledgeable and answered all our tax related questions to our satisfaction. We have recommended his services to others and they were very satisfied as well.
Neil is professional, quick to respond, and personable. We enjoyed our consultation with him about our complicated tax situation, and look forward to working with him in the future!
Been using Neil for around 5 years now. Super painless and totally online. So nice knowing our taxes are in Neil's extremely capable hands.
Smooth, easy, friendly and accurate service. Highly recommend.
Professional Tax Services provides superior service at all levels. Neil Narvaez is the consummate professional. I look forward to a long professional association with Professional Tax Services.
Extremely experienced accurate and easy. Thank you so much!
Great work. Knows his stuff
Neil was very fast efficient and professional the price was outstanding and he knew exactly what needed doing something I can't say for the other company I went to first I would recommend him for any of your tax needs
I've used Bay Wide the last two tax seasons, they're professional and get your taxes done fast. Being an independent contractor my taxes can be a handful.
Professional service and quickly responsibility. Thank you
Waiting for a return call to get my taxes started and noone has returned my call. I have had Linda for years and she has retired a bit frustrated hope someone calls me.
Exceptional costumer service an great efficient work.
Vary professional in a relaxed atmosphere. I received my Federal return in eight days.
Very Professional i really appreciate
Quick, safe, and excellent service!
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.