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RG Services | Bookkeeping & Tax Preparation

RG Services | Bookkeeping & Tax Preparation

Reviews Summary

Customers consistently praise this tax service for its friendly, professional, and efficient service. Many highlight the staff's expertise, especially in handling complex tax situations, and appreciate the clear explanations provided. The welcoming, family-like atmosphere and fair pricing are frequently mentioned. Long-term clients express strong loyalty, often recommending the service to others. Walk-ins are accommodated, and multilingual support (especially Spanish) is valued. Reviews emphasize trustworthiness, speed, and personalized care, with many noting it’s their go-to place for taxes year after year.

About This Listing

Tax Preparation
Entity Structuring
Small Businesses
Individual Taxpayers
Remote Services
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

Tax Preparation
Entity Structuring
Small Businesses
Individual Taxpayers
Remote Services
Bilingual Services

Contact Information

Address

200 N Harbor Blvd #105

Anaheim, California 92805

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-8PM
Tuesday 10AM-8PM
Wednesday 10AM-8PM
Thursday 10AM-8PM
Friday Closed
Saturday 10AM-8PM

Customer Reviews

Super wonderful experience , coming here to do my taxes for the first time as well as finding a new tax place for my dad to do his taxes. They also accept walk-ins, which was super helpful accommodating to not only my schedule, but to my dad?s schedule. Super professional individuals answered every single question I had to ask as well as my dads Everything about this place was amazing as everyone within the environment was there to help YOU! Prices were very fair and worth paying 10 out of 10 experience and

The person who helped us was Miriam. She took the time to explain how things worked and what route would be the best to take with our circumstances. She was very friendly and willing to see the job through despite having to redo how our taxes were filed because we decided to change our minds after they were done. She was able to maintain the same positive attitude she had from the beginning of the service. This is my first time filing taxes with them personally, but I can say that the service was a 10/10, a

Fast service. Friendliest staff. 1000% recommend. I love coming here every year. Rubi, David, Rocio, and their entire family ???? they treat us like family. Thank you RG services!

I?ve been coming here since 2017. They are professional and do a great job maximizing your return. Miriam has done my taxes before and showed me how to get more money taken from my paychecks so I don?t up with low returns during tax season ??

I have been going with them for 6 years and they are all so attentive organized and explain everything really well. You are in and out really quick and can trust everything is done the right way. I recommend them to everyone 100% ??

RG services is a great spot to go to for taxes and much more. They have helped me do my taxes every year and help my parents also love this spot!

My girlfriend told me about this wonderful business and was really satisfied. They took good care of me and even gave me some helpful tips! I will see you next tax season!

Absolutely satisfied with RG Services. They have a Great price and Amazing service. This place is nice and clean. And they really are just Great at what they do. Thank You RG Services.

Great Service from David! Gave great advice on how to make the next year better and explained to me and gave great service! Definitely recommend

It was my first time filing my taxes in person and Sandra made the process smooth and understandable! Will be returning next year.

First time customer and I had an outstanding service. I felt really welcomed and highly recommend

Miriam, helped me file my taxes. She was very patient and knowledgeable about putting me in the best situation possible for future filings.

Excellent professional service from the beginning, the whole process was perfectly clear, transparent and very honest. Totally recommendable.

Sandra was super helpful and kind. She explained every step and we were super happy

Wonderful staff and amazing experience. Highly recommended. Definitely will be coming back next year.

This firm is the best company . Quick, efficient, knowledgeable, extremely friendly. Highly recommend. Bilingual as well.

My first experience was great!! I learned a lot on how the calculations for my taxes work. Best service!!!!

Love coming here for my taxes each year. The team is so knowledgeable & helpful! Thank you David & Rocio.

Excellent service. Great atmosphere. See you guys next year.

Best service for more than 5 years not only in Tax preparation but as well as all other immigration consultations and professional advice. Rocio is Very professional and client centered with very knowledgeable team. Thank you so much RG Services for treating your clients like family. Very highly recommended.

Wish I would of came here years. You can tell they do what they do for their people ! 1000% recommend

RG SERVICE IS THE BEST WITH TAX PREPARATION ?? RUBY U ARE THE BEST SEE U NEXT YEAR ??

Great services at RG services I highly recommend! 5 stars

I have lost track of how many times I've come back to file my taxes with RG Services. Prior to them, I had never had a tax person. I would change up depending on who was available or nearby. Being introduced to them was one of the best things to happen, especially when tax season is around the corner. They helped me better understand how they work and how to properly fill out the W-4. (Still do so till this day).My previous encounters never took the time. They provided a service and sent me on my way. Here

great experience!! Rubi finished everything less than 15 minutes!!

My tax person moved out of state. I was looking for someone I can trust with my taxes. I remembered my friend knew someone and she gave me the name and number of the office. I could not have found a better office. They explained to me how filing taxes works and gave me the breakdown of how my taxes are withheld and how they get to the final amount I get back. I?m definitely coming back next year and every year. . I highly recommend them.

I have been getting my taxes done here for 3 years now and always feel so welcomed. They are very friendly and thorough in their work. I do not have any complaints they are amazing!

I have been going to Rocio for couple years now. Ive been getting great service (they do online appointment too), no hassle, and my money back from the government. price for the service is fair enough. Will recommend.

First time here. Rocio was the one that helped me. She was very friendly and a vibe lol. And the whole family looked friendly too lol. She was very professional and knew what she was doing. I recommend this place 100%.

Always the best service. My wife and I have been coming here for years and will never do our taxes with anyone else. Rocio is always great

Great and fast service david was funny and helpful ??

Rocio is probably the best tax person in the state of California. Not an exaggeration. She calculated my education credits and self-employed credits and I got so much in federal tax returns. I cried tears of relief! ?? Go to Rocio and save yourself time and money and get peace of mind.

Highly recommended! This is our 3rd year getting our taxes done at this place. Ruby is knowledgeable and confidently answered our questions. Filing of taxes was done in less than an hour!

I did my taxes here, friendly, great service, very knowledgeable and good at explaining the different aspect of my return.

Always a pleasure so come here, Ruby did amazing explaining everything and provided all the info I needed. Been coming here for 3 years !!! Definitely recommend them

I've been coming to RG Services for many years. I've enjoyed my experience and fast service. The staff is great and always has the right answers to my tax questions. I look forward to many more years of service. Also I recommend my friends and family to this business. I give them a Five Star Plus.

Always a pleasure to get my personal and business needs done with RG services. Thank you for being prompt and professional. I been doing business services done with you for 16 years. Highly recommend.

I have been coming to RG Services for years and they are the best in the business. They are very professional and their service is outstanding. 10/10

RG Services is great! Rocio helped me out with my taxes , was able to give me all the information I needed and treated me great! I will be coming back!

I'm a beginner with paying taxes and they were able to help me understand what was happening throughout the process, Rocio and her team are very helpful and knowledgeable.

They attend me very well , they are very polite , answered all my questions I had , very Professional and nice? I really recommend everyone to come to this place to do taxes , they are very honest help you out and don?t give you random numbers ? it?s for sure a 10 out of 10 and they are very clean and neat as well and are very awesome people and speak English and Spanish which is perfect ..

I love coming to rgservices they provide an excellent and amazing service i been coming for 8 years they have always been so amazing I will extremely recommend them

Great service ! Sandra was very helpful and made the tax process so easy . Highly recommend this location with Rocio.

Been coming to RG Services for years now, and they have the best customer service! Thank you David for helping us every year.

I've been coming to RG services for many years now and every time I go I get fast awesome service from the nicest person Rocio Gonzalez. I've been recommending her to all my friends, And since then I haven't had not one complaint.

i come with Rocio every year & she never disappoints. she helps you understand everything clearly & everything is so quick & easy!

This place is highly recommended , Rocio helped me with my personal taxes over the years and those of my company, they help you with all the paperwork to start a corporation and manage the accounting and they have also helped me with the process of my American Citizenship and everything went perfectly. Thank you very much Rocio and staff Im fully satisfied with all your services.

She?s great at explaining everything from my taxes to my mothers immigration process. My mother is getting her citizenship card mail in 30 days! I 100% recommend her services y tambien habla Espa?ol!!!

Such a lively environment. Rocio and her staff are amazing and super approachable. Thanks Miriam for you help!!!

Very helpful and knowledgeable! Will be coming back here every year! Miriam was very polite and resourceful!

Great service, Rocio is very Efficient and Honest. I recommend her to all Friends and family!

Miriam and Ruby were excellent. Great service. Answered all my questions!

Rocio helped my husband obtain his green card?? she recommended the best way to obtain it. And thank God these holidays we are now all together. Rocio, thank you soo much for all your services!!!!

Our go to every year! Rocio and her team are very helpful and knowledgeable.

David was very knowledgeable and helpful , I?m definitely referring him to friends and family . 10/10

Super helpful! You can tell she is knowledgeable and really loves what she does. Highly recommend

Love the service here, everyone is so nice here !! definitely recommend!!! <3

There are friendly, super professional this is the fifth year I would recommend this place

Very helpful and amazing service! It was fast and with a timely manner. Thanks again Rocio!

Very helpful and the sweetest!!

Come do your taxes here at RG Services they are extremely helpful and great service.

Quick professional and very welcoming. Answered any questions I had even helped me remake my forms for work.

Service was amazing!

Amazing service everytime. Not just with taxes but immigration services.

Rocio she is very professional and answer very fast my cuesti?n

Very helpful. Explain information clearly and detail. Easy to understand.

3rd year here and always an amazing experience and staff

Best tax experience ever thank you RG services

They are super attentive and explain everything to you! They are now my go to!

super friendly and perfect with everything.

Really good service and good price, I recommend it to anyone

Super helpful and friendly!

(Translated by Google) Thank you very much, I left happy, it had never been so pleasant to go to process my taxes, lately I had had very bad experiences in other places and when I arrived here with Ms. Rocio my experience was surprising, I felt appreciated as a client and in a family environment the staff is very friendly that I already recommended my relatives to prepare their taxes here, thank you Ms. Rocio for the experience. (Original) Much?simas gracias, sal? feliz nunca hab?a sido tan placentero ir

(Translated by Google) The girl who helped me was very friendly and very attentive and explained reasonable prices very well. Thank you RG services Bookkeeping. ,,keep up serving the customer!! (Original) Las chica que me atendio muy amable y muy atenta y te explica muy bien precios razonables. Gracias RG services Bookkeeping. ,,sigan asi atendiendo al cliente!!

(Translated by Google) I recommend RG services, you will not regret it, 100% professional, any doubts you have are resolved immediately, you leave any procedure satisfied with the service they provide, try it you will not regret it (Original) Se los recomiendo RG services , no se van a arrepentir, 100%profesionales , dudas que tengas te la resuelven en el momento , sales de cualquier tr?mite satisfecho por el servicio que dan , pru?balo no te arrepentir?s

(Translated by Google) I love their very friendly service, the entire Rocio U work team (Original) Me encanta su servicio muy amable todo el equipo de trabajo de rocio u

(Translated by Google) Excellent service, highly recommended (Original) Excelente servicio muy recomendable

(Translated by Google) A good, reliable place to do your taxes. Very friendly people. I recommend it. (Original) Un buen lugar confiable para aser tu taxes personas muy amables lo recomiendo

(Translated by Google) Good experience, 100 attention They solved all my doubts (Original) Buena experiencia , atenci?n 100 Resolvieron todas mis dudas

(Translated by Google) Very good service (Original) Muy buen servicio

(Translated by Google) A 100% recommended service?? (Original) Un servicio 100% recomendado??

(Translated by Google) Excellent service! (Original) Excelente servicio!

(Translated by Google) He is very kind (Original) Es muy amable

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.