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Rivera Tax & Finance, LLC

Rivera Tax & Finance, LLC

Reviews Summary

Customers consistently praise the service for its professionalism, reliability, and expertise in accounting, bookkeeping, and tax preparation. Many highlight the thoroughness, attention to detail, and ability to maximize returns or correct past errors. The responsiveness, clear communication, and educational approach are frequently mentioned as standout qualities. Clients appreciate the stress-free experience and often recommend the service for its efficiency and trustworthiness. The overall sentiment is highly positive, with repeated emphasis on satisfaction and long-term value.

About This Listing

Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Outsourced Accounting
Small Businesses
Non-profits
Real Estate
Construction
Contractors
Professional Services
QuickBooks
ADP
Paychex

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
Accounting
Payroll
Tax Preparation
Tax Planning
Entity Structuring
Outsourced Accounting
Small Businesses
Non-profits
Real Estate
Construction
Contractors
Professional Services
QuickBooks
ADP
Paychex

Contact Information

Address

1071 Canterbury

Hercules, California 94547

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9:30AM-5:30PM
Tuesday 9:30AM-5:30PM
Wednesday 9:30AM-5:30PM
Thursday 9:30AM-5:30PM
Friday 9:30AM-5:30PM
Saturday Closed

Customer Reviews

Ivan came through in the clutch for me. I had to amend some previous year returns and also file for the current year, and Ivan did a fantastic job with both. He found errors in my old returns that I never noticed, helped me correct them, and ended up saving me money in the process. I really appreciated his attention to detail and thoroughness. Great service, highly recommend!

I started working with Ivan last year and have found him to be knowledgeable and very informative. It has been a delight working with him because it's not just transactional but educational. With his experience, he is able to craft a strategy/ tax plan to be as efficient as legally possible. His whole approach to understanding me as a client reassures my confidence that I'm submitting my forms properly and worry-free.

Ivan is the Best. I started working with Ivan about a year ago. I needed help with the accounting for my property management company and Ivan stepped right in an handled everything for me. I have peace of mind knowing that all the books are be taken care of and the account is getting reconciled every month. If you need a great bookkeeper call Ivan Rivera.

Ivan has really helped our nonprofit stay organized. We use him for bookkeeping, payroll, and tax filing, and he has always been accessible, patient, and walked us through every process. I?ve worked with multiple accountants/bookkeepers over the years, and I?m finally content with Rivera Tax & Finance.

I am local business owner and very appreciative for Ivan keeping my finances in order!

Mr. Rivera really helped me out with my taxes. I had a few tax years that I neglected and it was perfect timing for Mr. Rivera to counsel me and file my taxes. He's very knowledgeable about the taxes and how to file them with the IRS. He's great with numbers, considering that he does work with them as an accountant. I recommend using his services because he is very professional and knows how to deliver his services the right way and have his clients happy with their results.

I thought I could keep using Turbo Tax but after getting married, having our newborn and some capital gain in stocks I just couldn't keep up with all the forms. After coming to terms with that, I wanted to find an accountant that I could outsource this part time work to. I found Rivera Tax after a Google search and after speaking over the phone, it felt like I was working with a person who immediately understood my financial and tax goals. Once we met, Ivan left no stone unturned when it came to maximizing

This has been an extremely easy process in a big mess! He is very knowledgeable and thorough. He helped me fix 3 years of my taxes that were not properly done. Very grateful for him and would highly recommend him!

It was a rewarding experience learning from Ivan Rivera Tax & Financing Services. I look forward to seeing you soon with Taxes, advice with 401k investing. Highly impressed, Dependable, Dedicated. Thank You for your services. 5 Star ?? Service!

Rivera Tax & Finance is the best quality service. Not only at getting me the best tax return as possible but also following up with any questions I had. Definitely coming back next year!

Very trustworthy and Efficient... excellent service! Thx for all your help.

I?m so glad to have found Rivera Tax & Finance. Ivan is very professional, knowledgeable, detailed orientated. I appreciate the top notch service, quick response time and excellent communication. Highly recommend Rivera Tax & Finance for all accounting and tax services!

Truly excellent service, Ivan and his team provided top tier accounting services, even with short notice, Ivan was able to make time for me. Thanks again sir, I definitely will be back!

As a client I have been at ease and stress-free with all my finances with my small business. I recommend RTF to anyone who needs an accountant

Very reliable and fast.. will handle your tax easy.. i recommend him to do your tax returns????

I use RTF for all my bookkeeping needs! I recommend them to anyone looking for a good bookkeeper!

I had a great evening getting my business paperwork up and running thanks again for everything

Very trustworthy and diligent excellent service!

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.