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Robert Does Insurance Services

Robert Does Insurance Services

Reviews Summary

Customers consistently praise Robert for his exceptional professionalism, knowledge, and dedication across insurance and tax services. He is highly recommended for his patience, clear explanations, and ability to simplify complex processes like health insurance (especially Covered California) and tax preparation. Many highlight his responsiveness, affordability, and willingness to go above and beyond, often accommodating busy schedules. Long-term clients appreciate his reliability and trustworthiness, noting he delivers excellent results with personalized care. His expertise in resolving insurance issues and maximizing tax refunds is frequently mentioned, making him a valued resource for individuals, families, and small businesses.

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

10802 Downey Ave

Downey, California 90241

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-6PM
Friday Closed
Saturday Closed

Customer Reviews

It should be called ?Robert Does it ALL.? We've known Robert for years and he's always been helpful, friendly and professional. Very decent customer friendly pricing as well. Plus, he helped our son with his health insurance (one of the many services he offers). We will be back!

My name is Stephen Dizon and Robert Sanchez did my taxes not too long ago. I've had the pleasure in the past with him helping me out with insurance issues and did an excellent job helping me get the best insurance. Recently Robert explain to me that he also does tax returns as well. Mr. Sanchez did an excellent job doing my taxes this year. He took his time to explain to me very thoroughly of what had to be done and what I would be getting. This was a timely process and he was so pleasant and helpful with g

It was our first time having someone else do our taxes (I was tired of using turbo tax and honestly probably wasn't doing my taxes correctly) wanted to have a professional help us and my sister recommended Robert who was currently helping her as well. We are so glad we went to Robert! He was honest and very helpful and helped us get the biggest refund we have ever received THANK YOU ROBERT

I have known Robert Sanchez for over 3 years & sought him out when our prior Agent mixed up details on our Health Insurance coverage & was not helpful. Robert has been extremely helpful to me, other family members & friends. Robert has a lot of knowledge & experience which he is happy to share with others. Robert has guide & has always been available to us. Robert returns always answers our calls. I'm very happy & grateful to know Robert who can help you to with Health Insurance in the most expedient & erhi

Robert is very professional and he goes above and beyond to help people. I been working with him for the last few years and never disappoints. Very knowledgeable and his communication skills are awesome. Shopping for Health Insurance can be frustrating and Robert makes everything run smooth. I highly recommend Robert Does Insurance!!!

Robert does excellent and professional work. He helped me get both my dental and Covered CA plans at very reasonable prices and explained to me all the details on my coverage as well as patiently and politely answered all my questions. Every time I have a question about my plan he always answers. I'm very happy with his services.

I want to thank Robert for being my tax preparer for 3years now. I have been asked several times to try other people to do my taxes but my answer is always the same, "No way" why fix something that isn't broken? My taxes have always been done in a timely manner as I presented all the information to allow Robert to do his job effectively. Robert I appreciate your professionalism and the knowledge that you constantly share with your clients and the priceis affordable as he works with you... He's very responsi

He was super helpful in helping me choose the right healthcare plan for me and broke everything down so I had a full understanding of my options. Robert was very nice and patient throughout the whole process. Highly recommend his services!

I was so anxious about losing my health insurance and had new clue where to start. I got referred to Robert by a friend and contacted him. Within 5 minutes of contacting him, he set up a phone call for me. He spent 2 hours on the phone with me discussing plans that would best suit me. He answered all of my questions and really went above and beyond. I definitely recommend him!

I have been doing my taxes with Robert for 3 years now and he is always wonderful. Super professional and very knowledgable about my taxes. He dose my taxes for a great price and he makes it so easy. I will be doing my taxes with robert for many years too come.

I'm a real estate agent working out of Downey. Robert was able to take care of one of my clients after being rejected by their own insurance due to their new home purchase.

Loved his work ethic! He adjusted to my busy schedule and was very detailed when he did my taxes and insurance policy Thank you! :)

Robert is super helpful and really good at what he does. I do recommend him, if you need help getting your insurance started. Thankyou again Robert

Robert has been so helpful and has done so much just helping me get started with my small business by pointing me in the right direction. I've learned so much just by Robert helping me with my insurance and taxes as I am self employed.

? Robert thank you so much for helping. You pulled me out of a big one because I was on a ranch with the worst service ever. I would not have been able to call or go online. Is there somewhere I can leave a review?? Due to his diligence my car and policy remain intact. -Greatful

Robert is a tremendous resource and provides awesome guidance and direction navigating health insurance and covered californua.

Great service, me and my family been coming to Robert for years! And he's does everything you need. Thank you Robert! See you soon!

I was very pleased with how quickly and professional Robert was to help me! Answer all my questions I had. I would definitely recommend Robert.

This guy is amazing and knows much about insurances. I highly recommend him. He helped us much with covered California.

Thank so Much Robert for helping sign for my Covered California enrollment!?????

Robert is always there to answer any questions and concerns. Highly 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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