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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.*
7902 Westminster Blvd. b
Westminster, California 92683
Ruby's Insurance and Tax Services are amazing. They always give you the best service. I highly recommend this business to anyone looking for tax or DMV services!
Excellent service!! Helpful and professional customer service! Been coming here for years!
I've been doing my taxes with Oscar and Monica for years! They're always so friendly and helpful. I appreciate their services every time and would definitely recommend them to others. They work quick!
I just love the way I can just send everything thru email get a quote and do my taxes without going thru the hassle of waiting for hours to get help.. Oscar is a great person to work with! Great attitude and great service. I truly recommend anyone who wants to do any service.
The best place to go to do your taxes! Excellent service and communication! They are real with you and tell you what's best. Been coming for years and I never had a bad moment. They are very quick, in and out in less than thirty minutes everytime I come!
My experience here is always positive quick in and out ,I've been coming here for 4+ yrs, Monica and Oscar really have high knowledge on what they're doing, great experience always also very friendly highly reccomend .
This is my second year doing my taxes here. I highly recommend this office. Ms. Monica among other staff are very welcoming to their customers. Service was quick.
I would like to recommend Oscar Mejia!! He is the best in what he does and knows what he is doing!!! He tells you whats best for you and what works better for you. Oscar helped me with my taxes for the first time and he was so nice with me. I really APPRECIATE it. Thank youuu!! Im from LA and I came all the way here, and was attended great! Trust me.
Great service, I've been doing my taxes here for long time, always satisfied recommended 100%
I have been doing my taxes for 3+ years here. Always great service and very helpful! Definitely recommend !
In love w the service here, they're so kind and chill, I definitely recommend coming here to do your taxes 10/10
They did an amazing job. Made me feel welcomed and the process super easy. Definitely will be coming back again.
Have been doing my taxes 5+ years and have always had great service.I highly recommend this place,Monica and Mr.Mejia explain everything so well
Didn't have to wait inline for the DMV or deal with their attitudes. Oscar was very helpful and informative he helped us register both our vehicles. I'll be back for all my DMV needs and reccomend you do so as well. Thanks Oscar!
this is my second year i come and do my taxes here and i am satisfied every time. They have great customer service. Always answer the questions I have. I recommend you come and do your taxes here you won't be disappointed. -Danielle Cornejo
I have been coming to Ruby's Insurance for several years now. I highly recommend this place to file your taxes. Very easy, fast no long wait. Nice people assisting here.
Excellent and fast service. Have been doing my taxes for years and have never had any issues.
Has everything you kneed I have been here since 9 years coming to do my taxes and he always has the best estimate for me and I am glad I found him because a lot of places don't really help you and make you pay even more he has the best service. The Best!!!
I really recommend this place. They are excellent at customer service and help you in every way they can.
Great spot to do all your DMV transfers. Beats waiting in line for hours at DMV. At Ruby's your in-and-out.
Only place I've ever done my taxes. Very nice and helpful people. Fast service too.
Very well organized and very fast and reliable to answer all your questions and doubts. Indeed very recommended to come in. Great personal with great attitude.
Oscar is #1! Very helpful, fast while doing taxes! Recommend coming here.
Hi my name is nancy ocampo it was my first time in Ruby?s insurance & taxes you guys r so nice you guys answered all my questions and help me get all my money from my taxes thank you for sure I will be back for next year also for sure coming back to do my registration for my cars you got it all in here
Great Place to Do taxes at , friendly staff and very helpful ...you will get your money's worth fast and easy
Omg I love going there is the best place to go to. And they have nice chairs. I been going there for years ruby?s Insurance knows what they are doing!
Very friendly workers. Clean place. 10/10.
Highly recommend. Staff is very nice and professional! And they speak Spanish as well.
This place is amazing Oscar take care everything no need to go to the dmw Thank you ??
oscar made my tax return super easy and answered all my questions accordingly, highly recommend!
I come to this place before for auto insurance, auto registration and file taxes. Good services! Recommend Oscar!
Pay a little bit extra to not have to wait in line at the DMV. That's fine with me. Not the best location, but it serves it's purpose.
Very professional and excellent service ??
Wow.. fast, easy, and charismatic service! Filing taxes has never been so stress free (:
Great service and great people, thank you Oscar Mejia to be so nice with the people
Very organized. No long waits. Amazing Service. Highly Recommend!
An excellent place to do taxes. I've been coming here for years I love it.
Great service answered all my questions thank you for your great service very polite
The people here are friendly and very helpful.... I highly recommend
It's a good place to do your taxes and Mr.Mejia is very nice.
Very fast service for getting something notarized. People where very friendly as well.
Excellent service with very good price $
I highly recommend ,Their staff is very professional!
Always a great experience. Fast and friendly.
Great service recomend this place 1000%
Very helpfull 100% recommend this place
Great services very helpful.
(Translated by Google) After experimenting with different tax preparation companies and not being satisfied, they recommended Ruby's to me and after 4 years with them they have offered me excellent service and good treatment. Thank you Ruby's insurance and taxes service. I will recommend them. Let them do the hard work for you. I highly recommend them.?? I highly recommend. (Original) Despues de experimentar con diferentes companias de preparation de impuestos y no quedar satisfecho, me recomendaron a Ruby
(Translated by Google) Good customer service. I like that in one office I can do my taxes, renew my registration and have my insurance policy. Oscar and Monica make a good team and make you feel at home. (Original) Buen servicio al cliente. Me gusta que en una sola oficina puedo hacer mis taxes, renovar mi registracion y tener mi p?liza de aseguranza. Oscar y Monica hacen un buen equipo y te hacen sentir como en casa.
(Translated by Google) Excellent treatment, the very kind secretary treats us very kindly and of course Mr. Oscar loves his job. I recommend coming to do all kinds of procedures. Excellent work. (Original) Excelente trato la secretaria muy amable nos trata con mucha amabilidad y desde luego el se?or Oscar ama su trabajo les recomiendo venir hacer todo tipo de tramites , Excelente trabajo.
(Translated by Google) 100% I recommend this professional place with the utmost kindness, good place very clean ?? ?? blessings!! (Original) 100% recomiendo este lugar profesional al m?ximo amabilidad, buen lugar muy limpio ?? ?? bendiciones!!
(Translated by Google) Excellent service, it's the only place I come to to do my taxes, 100% recommended!!! (Original) Excelente servicio, es el ?nico lugar al que vengo a hacer mis impuestos, 100% recomendado!!!
(Translated by Google) Excellent service, a year ago I made my taxes here, without delay I recommend it to ?? thank you. (Original) Excelente servicio ,hace un a?o hice mis taxes aqui ,sin demora lo recomiendo al ?? gracias.
(Translated by Google) My opinion is that they provide an excellent service. I have been with them for many years doing my taxes and I have not had any problems. I recommend them. God BLESS you. (Original) Mi opini?n es que dan un servicio excelente ya tengo muchos a?os con ellos haciendo mis impuestos y no he tenido ning?n problema se los recomiendo Dios les BENDIGA
(Translated by Google) Their service is excellent. I have been with them for many years. The attention of the gallant and the girls is of quality. I always ask them for loroco and revueltas ?????? Blessings Ruby"s Insurance team. (Original) Su servicio es excelente llevo ya muchos a?os con ellos la atenci?n del gal?n y las chicas es de calidad siempre les pido de loroco y revueltas ?????? Bendiciones equipo de Ruby"s Insurance.
(Translated by Google) Very good place to do taxes, I have been doing them there for 10 years and I have never had a problem, I recommend it 100%. (Original) Muy buen lugar para hacer impuestos tengo 10 a?os y haci?ndolos ah? y nunca e tenido problema lo recomiendo al 100
(Translated by Google) I am very happy with the service that has been provided to me...and more than anything, the clarification of any doubts that I had...kindness and good attitude...highly recommended for any procedure that needs to be completed. (Original) Estoy muy contenta con el servicio que se me ha brindado...y mas que nada el aclarar cualquier duda que yo tenia..amabilidad y buena actitud...super recomendado para cualquier tramite que se nesesita aser.
(Translated by Google) Very professional and they speak Spanish. You feel free to ask questions. And best of all, very good service. (Original) Muy profesionales y hablan espa?ol te cientes en confianza de poder preguntar . y lo mejor muyy buen servicio
(Translated by Google) Very good job I give it 5 stars I recommend this place for their taxes they are very friendly (Original) Muy buen trabajo le doy 5 estrellas les recomiendo este lugar para sus impuestos son muy amables
(Translated by Google) Years of doing my Taxes as a business owner and I have always received the greatest Refund, Very Professions and Personalized Attention! Thank you Ruby's See you in 2020 (Original) A?os haciendo mis Tax como due?o de negocio y siempre he recibido el mayor Rembolso, Muy Profeciones y Atenci?n Personalizada! Gracias Ruby's Nos vemos en el 2020
(Translated by Google) I have been obtaining the services of Mr. Oscar for several years and today I return again to obtain an excellent job (Original) Ya llevo varios a?os obteniendo los servicios del se?or Oscar y hoy de nuevo regreso para obtener un exelente trabajo
(Translated by Google) Excellent customer service, professional attention. Because of the cordial and affable treatment I feel like family. Thank you Oscar and Monica. (Original) Excelente servicio al cliente, atenci?n profesional. Por el trato cordial y afable me siento en familia. Gracias ?scar y M?nica.
(Translated by Google) Excellent service, they are very friendly, they do a good job, thank you, I recommend 100%.! (Original) Excelente servio, son bien amables un buen trabajo que hacen, gracias recomiendo 100% .!
(Translated by Google) Excellent service and above all the kindness they have towards you, I recommend them 100 percent. (Original) Excelente servicio y sobretodo la amabilidad q tienen con uno los recomiendo al 100 por ciento
(Translated by Google) They are very friendly, I recommend this place, they work well, especially the person who gives you the information, I recommend to all your friends that they visit this place. (Original) Son muy amables les rrecomomiendo este lugar tetratan bien sobretodo la persona que tetoma la informaci?n atodos los amigos les rrecomiendo quebengan abisitar este local
(Translated by Google) I have known this business for 12 years and Mr. Oscar and his assistant Monica provide excellent service. Thank you for everything, Rubys Insurance team ?????????????????????????? (Original) Llevo 12 a?os conociendo este negocio y el se?or oscar y su asistente M?nica dan un servicio excelente gracias por todo equipo de Rubys insurance ??????????????????????????
(Translated by Google) This office is very good, very friendly and helpful, you feel very confident, I would give them 5 stars, thank you for your help. (Original) Estaofisina esmuy buena muyamables y serbisiales se siente uno con mucha confiansa yo les daria 5 estreya grasias por suayuda
(Translated by Google) I hardly recommend it, very good service years with them and very well taken care of ?? (Original) I hardly reccomend it, muy buen servicio a?os con ellos y muy bien atendida ??
(Translated by Google) Excellent service, excellent customer service, it's a good place, I recommend it ??% quality service ???????? (Original) Excelente servio , Exelente Atenci?n al cliente es un buen lugar lo recomiendo al ??% un servicio de calidad ????????
(Translated by Google) We have done our taxes here for several years, they always serve us very well, I recommend them. (Original) Hemos hecho los taxes aqu? varios a?os, siempre nos atienden muy bien, los recomiendo
(Translated by Google) We thank you for your attention for the good service you provide us all the time. GOD bless you. Psalm 35 (Original) Les agradecemos su atenci?n por el buen servicio que nos brindan todo el tiempo. DIOS los bendiga. Salmo 35
(Translated by Google) Friends, if you want to come do your taxes, where you have the best experience, they can help you. Alluding to your problems are the best (Original) Amigos si quieren venir acer sus taxes a qui tienen la mejor experiencia ellos te puede. Alludar en tus problemas son los mejores
(Translated by Google) Very good service, friendly and professional, I recommend them (Original) Muy buen servicio, amables y profesionales, los recomiendo
(Translated by Google) They serve me very well, I like the way they treat me. Their work, they serve you very well, they are very friendly. (Original) Me atienden muy bien me gusta como ase. su trabajo te atienden muy bien son muy amables
(Translated by Google) Very professional and excellent work, I recommend them, the girl and Oscar are very friendly. (Original) Muy profesionales y excelente trabajo los recomiendo,la muchacha y Oscar muy amables .
(Translated by Google) Very good service 100% friendly people and very happy with the service thank you Ruby's Insurance (Original) Muy buen servicio 100%personas amables y muy contenta con el servicio gracias Ruby's Insurance
(Translated by Google) It is excellent customer service and is very accessible for your procedures. (Original) Es un exelente servicio al cliente y es muy acexcible para tu us tr?mites
(Translated by Google) In this place they have refunded me the most more than in other places, I would recommend it because I have checked in other places and they do not refund me what in this place (Original) En este lugar me an rembos sado el maximo mas ke un otros lugares yo lorecomendaria pork e chekeado en otros lugares y no me rehebolsan loque en este lugar
(Translated by Google) They are very good, they help you a lot, they are very kind, I highly recommended them. (Original) Ellos son muy buenas les ayuda mucho son muy amables se los recomend? mucho.
(Translated by Google) I liked the services because we have had them for years and they tend to do well (Original) Me gust? el servicios porque ya.tenemos a?os.con.ellos y los a tiende bien
(Translated by Google) I like the tax services and I am happy with the service. (Original) Me gusta los servicios de taxes estoy contenta con el servicio
(Translated by Google) Very good customer service, thank you for your help. (Original) Muy buena atenci?n al cliente gracias por su ayuda
(Translated by Google) Rubys Insurance provides excellent customer service. I recommend it 100%. I am amazed by its ability and professionalism. (Original) Rubys Insurance brinda un eccelente servicio al cliente yo lo recomiendo al 100% me sorprende su capacidad y profesionalismo
(Translated by Google) Recommended, they do excellent work, thank you Ruby?s Insurance and Taxes Corp. (Original) Recomendable hace excelente trabajo gracias Ruby?s Insurance anda Taxes Corp.
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.