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RedDeskTax / Bookkeeping / Payroll

RedDeskTax / Bookkeeping / Payroll

Reviews Summary

The reviews consistently highlight exceptional service, professionalism, and expertise, particularly in tax preparation, financial advice, and business support. Customers praise the personalized attention, clear guidance, and patience in addressing all questions. Many emphasize long-term satisfaction, stress reduction, and optimized finances. The translator notes indicate high satisfaction among non-English speakers as well. Overall, the consensus is overwhelmingly positive, with repeated recommendations for reliability, efficiency, and trustworthiness.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
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
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
QuickBooks
Bilingual Services

Contact Information

Address

353 3rd Ave #202

Chula Vista, California 91910

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-12PM,2-6PM
Tuesday 8:30AM-12PM,2-6PM
Wednesday 8:30AM-12PM,2-6PM
Thursday 8:30AM-12PM,2-6PM
Friday 8:30AM-12PM,2-6PM
Saturday 8:30AM-12PM,2-4PM

Customer Reviews

Adriana has been great. First year filing with her. She answered all my questions. helped me figure out my payroll, my bookkeeping, corporate taxes and personal taxes. Was very lost and now will be a smooth 2025 tax year. Was stressed out before coming to her. Highly recommended.

Adriana is the best of the best, I known here for Many years and she has been doing my taxes for years , she is the best tax preparer in San Diego , ?? recommend, thank you Adriana you are awesome ??

Adriana at RedDeskTax is fantastic! She's been a huge help to my family as my kids are starting their clothing brand, we came to her for help and she gave us all the information we needed for a business startup plus she will be helping us with business taxes and bookkeeping. Her advice was what we needed, and she's incredibly trustworthy. If you need someone reliable who truly cares about your success, I highly recommend Adriana!

100% recommended, great service, she helped me with my taxes and she answered all my questions and helped me in the best way, I am really very satisfied with her

Absolutely professionally helpful. Thank You so much for your patience.

Very professional, excellent in answering all my questions and personalized attention.

(Translated by Google) I am incredibly satisfied with Adriana's services. She is a true professional, organized and extremely efficient. From the first moment, he took the time to understand my needs and provide clear, personalized advice. He is always available to answer my questions, and makes the entire financial process much less stressful. Thanks to your help, I have been able to optimize my finances and feel confident that everything is in order. I highly recommend her services to anyone looking for a

(Translated by Google) I recommend you Adriana is a very professional person in her work, above all she helps you and always answers all your questions and advises you at all times. We were always struggling with other Tax preparers but since we found her, blessed God, we have no longer struggled, we have had several years with her. (Original) Les recomiendo Much?simo a Adriana es una persona muy profesional en su trabajo sobre todo te ayudo y siempre responde todas tus dudas y te asesora en todo momento

(Translated by Google) Super fast, affordable and the best refund. (Original) S?per r?pido, accesible y el mejor reembolso.

(Translated by Google) Excellent five star service (Original) Excelente servicio cinco estrellas

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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