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Robert Abbott Tax Services

Robert Abbott Tax Services

Reviews Summary

The overwhelming majority of reviews praise exceptional professionalism, thoroughness, and transparency in tax preparation. Many highlight clear explanations, attention to detail, and patience with complex situations like business filings, immigrant tax needs, or bereavement cases. Reviewers frequently mention trustworthiness and stress-free experiences. One negative review alleges incompetence and incorrect filings, but this appears isolated among numerous 5-star ratings emphasizing accuracy and care. Several note they switched from other preparers with excellent results. The consensus suggests highly recommended service for both personal and business tax needs.

About This Listing

Audit
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Multi-state Experience
Local Tax Credits

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

Audit
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Multi-state Experience
Local Tax Credits

Contact Information

Address

841 Arnold Dr Suite D

Martinez, California 94553

Visit Website Call Now Get Directions

Hours

Sunday 7AM-8PM
Monday 7AM-8PM
Tuesday 7AM-8PM
Wednesday 7AM-8PM
Thursday 7AM-8PM
Friday 7AM-8PM
Saturday 7AM-8PM

Customer Reviews

After the passing of our tax preparer we were nervous about finding a new person. Luck was on our side. Oscar is very professional and thorough. Highly recommend him!

Oscar is the best, he is efficient and honest and organized! So thankful that we are able to get our taxes taken care of by him! Low stress and great results thank you!

Oscar is the best if you need your taxes prepared, he's super knowledgeable, caring and very patient. I wish I had found Oscar years ago. I'm an 80 yr old widow, I need someone I can trust, Oscar is that person.?? If there were 10 stars, he would definitely get that.

As a new immigrant and a first time tax filer, I am so happy that I become a client of Oscar. He is great! with a good heart! Every single question that I had with regards to filing, he answered and explained to me clearly in a professional way. I would highly recommend him and his company.

Robert is amazing! He's been doing my taxes for years now. He's very knowledgeable and handles my business LLC and S-Corp filings along with my wife?s and I W-2 filings. I highly recommend him if you're in need of a CPA

Oscar Antonio handles my taxes and I would trust no one else. He also was very patient explaining things to me as I went thru the loss of a spouse and helped me get everything taken care of and now prepares my personal taxes. His attention to detail shows the integrity he has and I can rest assured that he's checked every box. I am lucky to be his client. Thank you! ??????

I needed to find a tax preparer to help file my deceased brothers final returns. I did a lot of research before making my decision. I went with Oscar at Robert Abbott Tax Service and I couldn't have been more pleased! So much so, I also made an appointment to have Oscar prepare ours. He was professional, considerate and thorough. Thanks Oscar!!

Oscar's knowledge, service and professionalism are outstanding. He answers all your questions, helps you achieve the best return and is very transparent with the filing process. Highly recommend his business

I went to Robert Abbott Tax Services and Oscar was amazing. He was able to fit us in during his busy tax schedule. He was very professional and answered all of our questions. I would highly recommend.

Called for assistance and all my questions were addressed quickly, kindly and professionally. Thank you so much for your assistance. I would not hesitate to work with Robert Abbott Tax Services.

Robert Abbot is a place to go for for all your tax preparation. Oscar is very professional and very very well versed with taxes. Highly recommend with a 5star service.

Absolutely amazing job with preparing my taxes. Everything was explained and care taken with every step. There is a screen for the client to view exactly what is entered and you follow along as well. Every line was checked, checked again and then checked once more for accuracy. It was explained to us how to prepare for next year and every question answered.

SCAM ALERT*** WHO EVER GAVE THIS BUSINESS 5 STARS MUST HAVE BEEN NUTS. HE SUBMITTED OUR RETURNS AND NOT ONE THING WAS SUBMITTED FOR. WE HAD TO CONTACT THE IRS AND NOTIFY THEM AS TO HIS INCOMPETENCE. HE ALSO SENT INCORRECT DOCUMENTS THAT WERE FROM ANOTHER PERSON.

Oscar is awesome! He is very thorough and transparent. We highly recommend his services!

Very professional and helpful answering questions I had regarding my taxes.

He was great, I definitely recommend him!

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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