*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
4434 Lennox Blvd
Lennox, California 90304
Great place to do your income tax Alfredo Rodriguez probably always up front transparent and always will do the best for you can recommend anyone else in the business stick with this guy he will help you financially
Mr. Rodriguez always demonstrates excellent customer service and keeps us coming back year after year. He is very knowledgeable and maximizes our returns time and time again. I would definitely recommend his service.
Don't come here. Their service is poor. I came in speaking professional and polite for questions I had concerning a return I did with them last year and while helping me this lady kept laughing at my confusion even walking away and sitting at her desk while I was still speaking. I wouldn't advise this place to someone I care for. Maybe it's time for some of their employees to get into another career they may actually enjoy. Disappointed and waste of my time
I've gotten my taxes done with Alfredo for about 10 years now. I used to do my own taxes and even tried all the popular ones like H&R Block, But Rodriguez Income Tax has always gotten me more money on my tax returns. They are by the book too (no shady stuff), Alfredo knows his stuff and has even advised me of some things I used to do wrong like going exempt and little stuff like that that can hurt you in the long run. I know folks talk about the wait or the service. Thats because he's very thorough and expl
I got really poor service here....the lady who helped us was so rude every time we would go in and when I say every time yes we had to go in like 5 or 6 times just to get horrible service and deal with our taxes from 2015 yes we are still fixing our taxes from 2015 because this lady that works here did not enter the information correctly and BTW we never go helped by the owner who has experience. We will never be going here again and I don't recommend it. First and last.
Next year will probably be the fourth year I will do my taxes here. They are great! Both the front desk people and Mr. Rodriguez. They all make this chore fast and convenient.
MR Rodriguez.. perfect customer service.. His clerk... shes the perfect example of incompetence and rudeness... she looks like she does no love her job.. and is just waiting to get the hell out that place.. He needs too look for a new employee... with a good attitude.. and willingness to help..
I've been doing my taxes for 5 years in this place. recently i decided to go with HNR block one of my biggest mistakes ( over pricing etc) ..this is the best place for taxes I hate the area (ghetto lol) however I trust this place
I've been doing my taxes with Alfredo for years due to the welcoming attitude, knowledge and professionalism.
Their nice people very professional
(Translated by Google) Simply the best customer service, Adriana is a professional, that is why I keep coming back to them and I keep recommending them. This service is of pure quality and professionalism..... #servedforover10years (Original) Simplemente el mejor servicio al cliente, Adriana es una profesional es por el cual sigo viniendo a ellos y los sigo recomendando esti servisio es de pura calidad y profesionalismo..... #servedforover10years
(Translated by Google) I do not recommend that office, very INRRESPONSIBLE in its schedule. 2 wasted hours of waiting and the place never opened. Don't waste your time, in the USA time is money. (Original) No lo recomiendo esa officina muy INRRESPONSABLE en su horario 2 horas perdidas de espera y nunca abr?o el local. No pierdan su tiempo a qui en USA el tiempo es oro.
(Translated by Google) "Don't go to this place" Terrible service, I left without finishing my process because the employee treats you horribly and apparently she is not even a notary because she does not know what to put in a document. (Original) "No vayan a este lugar" P?simo servicio me retire sin terminar mi proceso por que la empleada te da un horrible trato y al pareser ni siquiera es notaria por que no sabe que poner en un documento.
(Translated by Google) Since I changed with them they have helped me a lot and Adriana is an excellent person, the same as the man...they are super professional (Original) Desde q yo me canbie con ellos me an alludado mucho y adriana es una exlente persona lo mismo q el se?or ...son super profesionales
(Translated by Google) Great person, very nice, a worthy representative of our Cuban community. (Original) Gran persona, muy agradable un digno exponente de nuestra comunidad Cubana.
(Translated by Google) Very good or excellent service, thank you (Original) Muy buen o exelente serviscio gracias
(Translated by Google) Bad service, very ugly way to respond (Original) Mal servicio muy feo modo al responder
(Translated by Google) Terrible customer service, (Original) P?simo servicio al cliente,
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.