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Protax Associates

Protax Associates

Reviews Summary

Most reviews are highly positive, praising the tax professionals for their knowledge, professionalism, and kindness. Many clients have been loyal for years, citing thorough service, patience with questions, and helpful tax planning. Some mention discounts or special treatment for military families. However, a few negative reviews accuse the company of unethical billing practices and poor communication, including missed appointments and unresponsive staff. The majority express strong satisfaction, though occasional complaints highlight inconsistencies in service 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

376 E Rowland St

Covina, California 91723

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-9PM
Tuesday 9AM-9PM
Wednesday 9AM-9PM
Thursday 9AM-9PM
Friday 9AM-9PM
Saturday 9AM-6PM

Customer Reviews

Luis has been doing my taxes for the past 3 years. He is thorough and has patience for my many questions! I have been able to reach him outside of tax season to help me with tax planning ??

I have been going to protects for years and aside from meeting with Steve in person, one time, I have worked with him virtually. He is a true professional as is everyone in the office. Kind, caring, patient and knowledgeable and he has always made me feel valued. I wish Steve all the best on his retirement. And I look forward to working with the other staff in the years to come.

I made an appointment with Steve over a year before but got an email saying he was retiring and his daughter Leah would handle my taxes instead. We had arranged for a virtual appointment, but when the time came, she never called me and I didn't get an email or anything. I had to call the office to see what was going on and they apologized and rescheduled it for later. Leah?s communication was horrible and she didn't even end up completing the service. After finally getting a chance to talk to her and emaili

Steve Castro has been our tax man for approximately 22 years within those 22 years. He has been extremely knowledgeable and professional he has honored us as a military family and not charged us We could never repay him for his kindness and generosity and will and have referred him to friends family and colleagues. God bless you Steve!

We have been with Steve at Protax since the 80's, coworkers put me in touch with him, as they were with him before me...it proved to be a Godsend! over the years my taxes were a mess!! oh poor Steve, I know he took a deep breath when we walked through the door !!! lol my husband worked in the motion picture industry, and boy can they be unpredictable!!! but Steve always showed us the best way to go!!! there's no one better!!! you can rest assured that you are in good hands, and he even gives certain discoun

My family and I have been doing our taxes with Protax for several years. We have referred several people to Protax and will continue to refer friends and family because we are very happy with their services. Steve is our tax accountant. He is very knowledgeable and a real professional.

This company is full of crooked thieves! Watch out cause they will end up charging you for more than you are saving. Good luck if you try to stand up against them in court because they have vicious collectors that will abuse you until you finally give in! I am telling you, do not use this evil company!!

Very courteous and friendly receptionist and Luis is very understanding and goes above and beyond to help. Great atmosphere.

I been going for years now .

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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