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Salazar Insurance & Financial Services, LLC.

Salazar Insurance & Financial Services, LLC.

Reviews Summary

Customers consistently praise the exceptional service, highlighting professionalism, patience, and thorough explanations. Many appreciate the friendly, respectful, and reliable assistance, often noting how staff go above and beyond to help. The team is commended for their honesty, efficiency, and willingness to address all questions, making complex processes like insurance, taxes, or legal matters easy to navigate. Repeated recommendations emphasize trustworthiness, timely responses, and a welcoming atmosphere, with many returning for years due to the outstanding care and expertise provided.

About This Listing

Payroll
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Bilingual Services

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

Payroll
Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
State-Specific Experience
Bilingual Services

Contact Information

Address

1455 W Highland Ave # 105

San Bernardino, California 92411

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-5PM
Tuesday 10AM-5PM
Wednesday 10AM-5PM
Thursday 10AM-5PM
Friday 10AM-5PM
Saturday 10AM-2PM

Customer Reviews

I've been using Salazar Insurance for years they help me with all of my insurance registration and tax preparation. Such a Great team who will always communicated whether by phone or text message I always recommend them to my friends and family

Amazing customer service! Myra went above and beyond to assist me and answer all of my questions. I really appreciate the quality of service I received. Highly recommend this establishment

Carlos was very informative and easy to understand the tax process. Taxes were filed on time. Will definitely be returning and recommending to all our friends.

Rosa was very helpful and quick to get me a good quote as well as other DMV issues resolved , super friendly and professional.

We have been coming to Salazar Services for about 20 years for our taxes. Carlos is very knowledgeable and has guided us throughout the years. He explains everything thoroughly and the staff are always friendly. Aside from our taxes he has guided us for our business, converted sole proprietor to S-Corp and filed forms needed.

I can't recommend Carlos highly enough! From start to finish, he was incredibly knowledgeable, professional, and efficient. What impressed me the most was that he took the time to answer all of my questions in detail and with patience. If you're looking for a tax expert who truly has your best interests at heart, Carlos is the person to trust.

Been using Carlos as my Tax guy for over 15 years and he's always been top-notch. I recommend him to anyone looking for a new tax person. Breaks everything down simply and he gets back to you quickly.

Myrna was really kind and respectful and gave wonderful customer service. Assisting me with my insurance which was my first, took all the time she had to make sure I get my insurance. This Insurance company was really great and I would recommend this one to anyone.

My wife and I have been using Salazar insurances for our accounting and immigration services for years now, and they have quickly become our ?one stop shop?. German was able to help my wife and I insure our mobile home and recently was able to beat AIS on getting us auto insurance at an affordable rate. The staff is always knowledgeable, courteous, and professional. Don't miss out on Salazar insurance!

Working with Carlos Salazar has been a very good decision for me and my finances. He has always been an honest, reliable person with his business and highly recommend to anyone who needs things done well and with integrity. Have been doing my taxes with him and used other of his insurance and paralegal services, never have we had an issue. Thanks Carlos, look forward to working together in the years to come too :)

Good place to get your cars insured. Also great customer service there always ready to help I've been with them for about 4 yrs now and they never disappoint. I would highly recommend Salazar insurance oh one more thing Myrna is the best she so kind helpful.

I've been with Salazar for 17+ years. They've been nothing but helpful, kind, and professional. Carlos is fantastic and goes above and beyond for his clients, as well as everyone else working at Salazar. Thanks team??

Thank you Salazar Insurance. The owner Carlos was so professional and he answered all my questions regarding my new business tax filing. He is so easy to talk to and I appreciated that he took his time to explain my business' tax return in detail. Thank you again for sharing your knowledge.

This is my second year going to Salazar Insurance and I can honestly say they are truly awesome at what they do! This year I was helped Mirna and she was so amazing in getting back to me with all the info in a timely manner. Please com here and ask for her :)

Worked with German he was very patient and professional. Skipped long lines from DMV and got all our paperwork done with ease.

They always help me get all of my needs taken care of with both of my cars. Super friendly and very fast customer service. Highly recommend checking them out befor going to the dmv!!

Salazar insurance is a a great to be insured staff is very helpful and in great spirits been here insured for about 5 years and never had a issue will most definitely continue with there service

Great service... Very professional... I would highly recommended Salazar Services to anybody. They have the knowledge and the experience necessary to assist any body with all their need.

I really like going to Salazar Insurance cause every time I go I get a good services and they help me out specially Rosa thank you so much for your services and getting the help I need.

I had a great experience, they were super helpful and they were willing to stay after closing.

Great service. They're very attentive and welcome any questions you may have.

German was a pleasure to work with. In my time of need the Salazar group was there. Thank you German ??

I highly recommend them, very reliable and honest. I was in and out, way faster than the Dmv.

I had insurance thru Salazar insurance since 2017 I feel very comfortable with their service, always very helpful and courteous.

Very great customer service always a big help and also good prices really recommend

Great service !!very polite & patient and they explained everything that I didn't understand ??

Iv been filling here for 5 years , very easy and simple . They help you with any questions you might have very pleased with the customer service

Always a pleaser coming here , for fast and easy service please visit their office ! The customer service is outstanding and Carlos is the man !

Very friendly service...see German for great advice!! Highly recommend

Wonderful experience always excellent service been coming here for years

German S.Vargar Was very helpful and very respectful and helped me with everything I needed. And very patient

Great customer service.. excellent communication, very satisfied with the service overall. I definitely recommend this place! ??

Thank you Myrna great customer service I recommend people to come here .

Feel like home.The Costumer service is amazing!

Good service better prices highly recommended

Very good service and helped us right away :)

So far the best for any migratory process ! He's there to help anytime and always very professional.

Great service ??very helpful and professional and patient

They always help when ever I call and are patient with me and all my questions. They make sure you get the answers and the help you need.

Great service, very personable!!

Charged me office fees to call the insurance company to cancel my policy Would never recommend anyone getting insured here

Very happy with you're service thank you so much

I have had a great experience with this insurance, I recommend it.

(Translated by Google) very satisfied with the service they gave me when purchasing my car insurance, I recommend them to other people, thank you very much. (Original) muy satisfecho por el servicio q me dieron al comprar el seguro de mi carro ,los recomiendo a otras personas muchas gracias ..

(Translated by Google) Very professional in their work and very helpful (Original) Muy profesionales en su trabajo y muy serviciales

(Translated by Google) Very professional and very friendly, I am very satisfied with their services, and of course I recommend them. (Original) Muy profesionales y muy amables , estoy muy satisfecha por sus servicios, y por supuesto q lo recomiendo

(Translated by Google) The people at this Aseguransa place are very attentive and have the services needed to ensure even fruit traumas. Anbulantes have good service. Serranos Fruit recommends them. (Original) Las personas de este lugar de Aseguransa son muy atentos y tienen los servicios q ocupa asegurar asta traumas de fruta Anbulantes tienen un buen servicio se los recomienda serranos fruit

(Translated by Google) My experience is extraordinary because reliability, human quality, guidance, and attention in legal processes are always present. A special thank you to Carlos Salazar for deploying his knowledge and skills with efficiency and a good attitude! My experience is extraordinary because reliability, human quality, guidance, and attention in legal processes are always present. A special thank you to Carlos Salazar for deploying his knowledge and skills with efficiency and a good attitude!

(Translated by Google) Excellent service! They explain every detail and help you find the best option for you. All service is professional and high-quality. (Original) ?Excelente servicio! Te explican cada detalle y te ayudan a encontrar que es la mejor para ti. Toda la atenci?n es profesional y de calidad.

(Translated by Google) I definitely do recommend their services, everyone is very friendly. On this occasion Carlos helped me find another policy, and he was very friendly, professional and fast. (Original) Definitivamente s? recomiendo sus servicios todos son muy amables. En esta ocasi?n Carlos me ayud? a encontrar otra p?liza, y ?l fue muy amables profesional y rapido

(Translated by Google) Excellent customer service, very friendly and they helped me with my taxes (Original) Excelente servicio al cliente , muy amables y me ayudaron con mis taxes

(Translated by Google) Totally recommendable, a trusted place, Carlos advises you and guides you on any questions regarding tax payments. Thank you, Carlos, for your great service. (Original) Total mente recomendable un lugar de confianza carlos te asesora y te orienta sobre cualquier duda de pagos de impuestos gracias carlos por tu gran cervicio

(Translated by Google) Very good service. I was able to do the plate renewal payment process quickly and easily. (Original) Muy buen servicio. Pude hacer El tramite de pago renovacion de placas rapido y sencillo

(Translated by Google) Excellent service, very professional, and the entire process was quick. Thank you. (Original) Excelente atenci?n , muy profesional y todo el tr?mite fue r?pido Gracias

(Translated by Google) Delighted with the service, Myrna served me very kind and friendly ?????? (Original) Encantada con el servicio, me atendio Myrna muy amable y amigable ??????

(Translated by Google) Excellent service (Original) Exelente servicio

(Translated by Google) Excellent service and friendly treatment (Original) Excelente servicio y trato amable

(Translated by Google) Excellent attention ???? (Original) Excelente atenci?n ????

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.