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Quest Taxes

Quest Taxes

Reviews Summary

Customers consistently praise the exceptional service, professionalism, and expertise offered, particularly highlighting thorough explanations, personalized care, and reliability in handling taxes and insurance. Many appreciate the family-like treatment, prompt responses, and dedication to maximizing benefits. Long-term clients emphasize trustworthiness, efficiency, and satisfaction over years or decades of service. The consensus is overwhelmingly positive, with strong recommendations for both tax and insurance needs.

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

7631 Firestone Blvd

Downey, California 90241

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 11:30AM-6PM
Tuesday Closed
Wednesday 11:30AM-6PM
Thursday 11:30AM-6PM
Friday 11:30AM-6PM
Saturday Closed

Customer Reviews

Thank you Quest Taxes. It has been a pleasure doing business with you. My wife and I love coming to you, based of your profession. You definitely answer all our questions, and do the taxes in a good timely manner. I definitely would recommend you.

The only person I've ever come to get my taxes done . Jill is absolutely amazing and works with you. She's knowledgeable and friendly. I forgot to file one year and she filed both years for me fast, and now I'm caught up. So thankful. Highly recommend.

I've been a loyal client of Quest Insurance and Taxes for 10+ years, and I can confidently say that she provides exceptional service across a wide range of areas. Her expertise in business tax services is unparalleled, helping me navigate complex filings with ease. Whether it's income tax returns or new business tax consulting, she offers insightful advice tailored to my needs. Jill I appreciate the line of work you do. It's been an amazing experience to see your growth. May you continue to thrive in your p

I've been doing my taxes with Quest for years now. Not only is the process quick and seamless, but Jill is amazing at answering questions and also helping you get the most out of your next tax return. She is the best in the game, would totally recommend if you're looking for someone to file your taxes!

Jill has been my trusted tax expert for the last 3 years. She's incredibly kind and trustworthy with so much knowledge! Im so grateful I was referred to her. She has always taken time to answer all my questions and go above and beyond!

Jill is a true professional! I've gone to her to do my taxes for 3 years now and she is extremely helpful, honest and very knowledgeable! I look forward to working with you Jill in helping me set up my LLC!

I have been going to Quest Taxes for a couple of years now. Jill is very knowledgeable, helpful, honest and professional. Whenever someone asks me where I prepared my taxes I always refer them to her. I know that she will help them out. I would recommend Quest Taxes.

Jill's attention to detail, professionalism, and commitment to client satisfaction makes her an invaluable resource. If you need someone who truly understands taxes and insurance, Quest Taxes in Downey Ca is the one to go to! Thank you so much Jill my family and I appreciate you. Three years strong!

Her services have been a huge asset, ensuring I'm always ahead of the game. Beyond taxes, her guidance in the insurance field is comprehensive and reliable. She's pretty much one stop shop! The best part is she genuinely care about her customers. I would highly recommend her to anyone.

I always have an excellent experience with Quest Insurance. They are professional, efficient, and make the entire tax filing process seamless. Their attention to detail and expertise ensure that everything is handled accurately and on time. I highly recommend their services to anyone looking for a reliable tax agent!

If you are looking for a place to file your taxes this is the place! I've been a client for many years and highly recommend QUEST INSURANCE because of their professionalism, efficiency, dedication to customer satisfaction and how they help with the process of filing your taxes seamlessly from beginning to end. They take time to review all of our documents and explain the forms in a way that is easy to understand and answer any questions you may have. They also help you prepare for the following year. You le

My family and I highly recommend Quest Insurance to anyone. Jill has been helping my family for years and she always goes above and beyond to ensure satisfaction. I am extremely happy with her professionalism and expertise. Jill always responds promptly to any question you have and is always very sincere.

We highly recommend Quest insurance they have served us for over 20 years with our house and automobiles insurance. Jill is always so helpful and professional. She takes the time to throughly explain our policy. I feel very confident with her experience and will continue to use their services . Their quality of service never disappoint.

I've been doing my taxes here for 7 years now and I've never had a bad experience. They've always gotten straight to the point and assisted me with any issues I've had with my taxes or other problems. For sure you don't get ripped off for the service fee lol I'd recommend this spot to everyone, definitely deserves more recognition !

Quest insurance never fails to meet my family?s insurance and tax needs for the last 20 plus years. Everytime we encounter an issue, Jill always takes the time to throughly explain any new policy or tax changes. I feel very confident with her expertise and will continue to use her company?s services . We highly recommend Quest Insurance in Downey. Rating : A++

Very much reliable I highly recommend been doing good job for over 5yrs for me not one problem!

Ms. Jill Sanchez of Quest Insurance is very professional and very knowledgeable about taxes... and as I am elderly client she is very accommodating to the transportation needs of elderly. She treats her clients like family.

Jill is patient, attentive , and does a great job doing your taxes.

Oh thanks you miss Jill you do a good job excellent women

Very nice girl! She processed my taxes electronically and was very professional. I would not hesitate to use her again.

ITS BEEN A PLEASURE TO BE COMING TO QUEST INSURANCE AND BROKER AND TAX ADVISOR FOR THE PAST 25 YEARS....

Excellent service, highly recommended, feels like being with family

(Translated by Google) Excellent Service: fast, professional and high quality tax preparation. Precision, confidence and commitment to maximize your benefits and comply with all regulations. Professional and high-quality tax preparation service. Accuracy, trust, and commitment to maximizing your benefits while ensuring full compliance with regulations.Thank you Jill. (Original) Excelente Servicio: r?pido, profesional y de alta calidad en preparaci?n de impuestos. Precisi?n, confianza y compromiso para maxi

(Translated by Google) I have been going with Jill for years now, every single time she is amazing. She's efficient and explains everything to me. She is honest and a sweet heart! They don't make them like her anymore. 10/10 recommend to everyone and I have. I go with Jill for years, every time she is amazing. She is efficient and explains everything to me. She is honest and very kind. There are no people like her anymore. 10/10 I recommend it and I have done it. (Original) I have been going with Jill for

(Translated by Google) We are clients of Quest insurance and taxes, we have always received excellent services. I recommend them and the service that Jill gives us, she is always very respectful and kind. She always gives us her support and trust, she is very professional. 100%100 (Original) Nosotros somos clientes de Quest insurance y taxes siempre hemos recibido excelente servicios .se los recomiendo y el servicio que nos da jill ella siempre muy respectosa y amable.siempre nos brinda su apoyo y confianz

(Translated by Google) I have been selling my taxes and car insurance with them for over 20 years. He took good care of me and is very friendly. (Original) Tengo mas de 20 a?os vendiendo con ellos hacer mis taxes y mi seguramente de auto. Me atendi? bien y es bien amigable.

(Translated by Google) Excellent service 100% recommended. Jill is always very friendly. (Original) Excelente servicio 100% recomendado. Jill es siempre muy amable.

(Translated by Google) Thank you always for your support and above all it makes us feel like family (Original) Gracias siempre x su apoyo y sobre todo nos hece sentir como familia

(Translated by Google) Good service I recommend it (Original) Buen servicio yo lo recomiendo

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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