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Sequence Insurance & Income Tax Services

Sequence Insurance & Income Tax Services

Reviews Summary

Customers consistently praise the excellent service, professionalism, and responsiveness. Many highlight the ease and speed of processes, particularly for car insurance, taxes, and other legal or financial services. The bilingual support (Spanish/English) is frequently appreciated. Reviewers commend the personalized attention, thorough explanations, and competitive pricing, often noting they return for multiple services. The overall sentiment is highly positive, with strong recommendations for reliability, friendliness, and expertise across various needs. A few mention specific satisfaction with niche services like tax credits or life insurance. The rare 4-star review still acknowledges efficiency and helpfulness.

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

10933 Main St Ste D-9

El Monte, California 91731

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 10AM-7PM
Tuesday 10AM-7PM
Wednesday 10AM-7PM
Thursday 10AM-7PM
Friday 10AM-7PM
Saturday 10AM-4:30PM

Customer Reviews

Really good service. Thanks Mr. Cardenas for all your help and time. 100% recommend

Walked inn not a long wait. Helpful service very polite and got the most back on my tax refund . Ask for Steven

Need do some government documents notary, online find this store, clean space, nice person. get the quick service. thanks.

Steven helped me out with a temporary custody for for school , took his time to explain and made sure everything was up to the standards requirements, will definitely be back again for other services

Great customer service! Doing our taxes this year was quick and easy. Steven really took the time to work with us and explain each deduction. Definitely recommend to friends & family to give him a call!

Excellent service, friendly, family oriented? he will answer all of your questions. Steven is Very responsive and reachable. Book your appointment, I have gone to others and no one has helped the way he has. Reliable and thorough with his work. You won't regret it!

Place was easy to find, plenty of parking and Steven was kind enough to help me with what I needed. I knew what I wanted and he helped me quickly.

Did my income taxes with Sequence insurance services with Steven. Steven was very helpful and honest. The process was very quick and efficient. Excellent customer service. During the tax preparation services, Steven took his time and answered all of my questions; he was very patient in filing my income tax return and in the end my tax return was bigger than last year. I would definitely use him again next year! Excellent experience.

Came in to get a quote on auto insurance and Steven was a great help! Started our policy with him. Great service and overall great prices and experience! He went in detail in everything and very informative! Got both our truck and car on full cover for a great price and he also helped with automatic payments! If you want are looking for auto insurance this is the place to start your policy!

Sequence insurance is my family?s car insurance provider and we could not be any happier. When I got my car last year I knew that I could count on Steven to get me the best quote. He was very professional, honest, easy to work with and very easy to reach. The best service I have ever received when working with a car insurance agency.

Finally I was able to find a trustworthy insurance agent. Always trying to find me the best price possible with a very low down payment and affordable monthly payment. Steven is an agent who considers all his costumers as part of his own family. I will highly recommend him.

Steven provided excellent tax service. I'm very pleased with his professionalism.I will definitely use his services in the future.

Steven is an amazing help not only great customer service but super honest and reliable! You can feel certain that he will help you with all you need at a great cost. Definitely recommend.

Sequence Insurance was able to help me get a great deal in both my cars and motivated me to get my own life insurance as well! ?? The attention I received and how quickly everything was handled was incredible! I would definitely recommend them to my family and friends????

Sequence insurance with agent Steve was a great help, Steve's customer service was excellent and accommodated to my needs including caring enough to help me cover my family with life insurance at and incredible plan & price. If you call Steve i guarantee you won't be disappointed.

Steven is one of the most professional person I have worked with. He is always happy to help works with you and gets the best deal for you. Highly recommended

Great service very accurate, Very knowledgeable. Great service highly Recommend Steven.

Johanna, the agent that I have been keeping in touch with, is really helpful and patient with me. She helped me through the process and she was responsive in my concerns. Keep up the good work!

This place was very helpful with their services and I'll continue to bring my business to them.

I will recommend families and friends for this business. Great customer service:

I totally recommend them they are the best very helpful and customer service was great

The customer service is great i highly recommend him for car insurance best service in town

Great service! Very helpful. Thank you Steven for your service and helpful information on my taxes !!!!

Steven it's amazing he always helping me to get the best deal on the insurance.. thank you Steven for all your help..

Excellent service, good prices, Steven was very helpful and professional. Highly recommend ??

Profesional Service , friendly costumer service and easy process , I recommend this place , if your looking for best price and trustworthy service , ask for Steve thumbs .

Great service and great prices 10 out of 10.

Great customer service and quick service! Thank you Steven for all your help!!

He takes care of you and will provide the best option for you!!! Awesome service thank you!!

Great place. Amazing quick service??????

Thank You Sequence Insurance Services for your assistance with my car insurance. Very good prices and professionalism !!!!

He is friendly, he answer my questions in a timely matter , the payments are easy to make ??????

Very profesional. Accurate to help each individual issue

I recommend this place ..

(Translated by Google) Excellent service, they took great care of me and helped me with my taxes to receive the largest refund possible. STEVEN has very good knowledge and helps you with what you need. (Original) Exelente servicio, me atendieon muy bien y me ayudaron con mis impuetos a recivir el mayor reembolso posible. STEVEN tiene muy buen conocimiento y te acesora en lo que necesitas.

(Translated by Google) Very good service and he helped me with my taxes to receive a credit that many preparers do not know about and I felt very satisfied with Steven's service. Highly recommended (Original) Muy buen servicio y me ayudo con mis taxes a recibir un cr?dito que muchos preparadores no conocen y me sent? muy satisfecha con el servicio de Steven. Muy recomendados

(Translated by Google) Excellent service! I have been coming since 2018 to do my taxes and I would not change it for anyone. Always recommended for his dedication to helping me. (Original) Excelente servicio! He venido desde el 2018 para hacer mis taxes y no lo cambiar?a por nadie. Siempre recomendado por su dedicaci?n en ayudarme.

(Translated by Google) Excellent service, they supported me with all my questions and the process was very fast; especially because I didn't know many details. The patience and knowledge to explain is phenomenal! (Original) Excelente servicio, me apoy? en todas las dudas y el proceso fue muy r?pido; sobre todo porque no sab?a yo muchos detalles. La paciencia y conocimiento para explicar es fenomenal!

(Translated by Google) Steven helped me with my taxes and car insurance, very kind and always looks for the best for me. Thank you for everything you do! Highly recommend (Original) Steven me ayud? con mis taxes y seguro de auto, muy amable y siempre busca lo mejor para mi. Gracias por todo lo que hace! Muy recomiendo

(Translated by Google) Steven is the best at his job, he is always very professional and helps in any way he can. It's been 3 years doing my Taxes with him and both medical and car insurance. Super recommended ?? (Original) Steven es el mejor haciendo su trabajo, siempre es muy profesional y ayuda en todo lo que puede. Ya son 3 a?os haciendo mis Tax con el y aseguranza tanto medica como de mi carro. Super recomendado ??

(Translated by Google) Best tax man in town! Very helpful and great communication. Overall great service! Speaks Spanish and offers the best service! (Original) Best tax man in town! Very helpful and great communication. Overall great service! Habla espa?ol y ofrece el mejor servicio!

(Translated by Google) Excellent Service Steven was a great help..! He helped me insure my car. I highly recommend it (Original) Excelente Servicio Steven fue de gran Ayuda..! Me ayudo a asegurar mi carro. Lo recomiendo mucho

(Translated by Google) 5 years visiting this place and very grateful with the good results, Steven is a very respectful and kind person. 100% recommended. Thank you very much and blessings friend. (Original) 5 a?os visitando este lugar y muy agradecido con los buenos resultados, steven una persona muy respetuoso y amable. 100% recomendable. Muchas gracias y bendiciones amigo.

(Translated by Google) I received very good service in this business and they are very friendly. Thank you for all your services (Original) Muy buen servicio recib? en este negocio y son muy amables. Gracias por todos sus servicios

(Translated by Google) Excellent price and service, 100% recommended. Thanks, Steven, for all your help. (Original) Excelente precio y atenci?n, 100% recomendados. Gracias Steven por toda tu ayuda

(Translated by Google) I highly recommend them. They are friendly, available for any questions you may have, excellent service, and very good advice. (Original) Se los recomiendo totalmente, amabilidad, disponible para cualquier inquietud que puedas tener, excelente servici? ,y muy buena asesor?a.

(Translated by Google) The truth is, I do recommend it. I have had my car insurance with them for four years and they help with filing taxes and divorce, and home and life insurance, health insurance, everything. (Original) La verdad si lo recomiendo llevo cuatro an?s con mi Seguransa de carro con ellos y ayuda para hacer los tax y divorcio y Seguransa de casa y de vida de salud de todo

(Translated by Google) Good customer service because you are very satisfied with all your questions for whatever you come looking for whenever you come to ask for Steven... (Original) Buen servicio al cliente por qu? sales bien satisfecho en todas tus preguntas para lo que vengas a buscar siempre que vengas prejuntar por Steven...

(Translated by Google) Very satisfied with the super recommended service, very fast and any type of service available (Original) Muy satisfecha con el servicio s?per recomendado muy r?pido y cualquier tipo de servicio disponible

(Translated by Google) Great service. Very good service, easy and fast (Original) Great service. Muy buen servicio, f?cil y r?pido

(Translated by Google) Thank you for your help, your service and for insuring my car. The best insurance I have, thank you very much, they are very good in their service, I recommend them 100 percent. (Original) Gracia por la ayuda por su servicio y por asegurarme el carro. La mejor aseguransa que tengo, muchas gracias son muy buenos en su servicio, yo los recomiendo al 100 por ciento.

(Translated by Google) Excellent service always on time when you need it Good price compared to other insurance agencies (Original) Excelente servicio siempre a tiempo cuando lo necesitas Buen precio en comparaci?n con otras agencias de seguros

(Translated by Google) Very well attended and they provide good service (Original) Muy bien atendido y hacen un buen servicio

(Translated by Google) Excellent service, good prices, fast process. Recommended. (Original) Excelente servicio, buenos precios, proceso r?pido. Recomendado.

(Translated by Google) Very good service,Steven....thank you (Original) Muy buen servicio,,,Steven ....gracias

(Translated by Google) Excellent service and always attentive to any concerns, recommended (Original) Excelente atenci?n y siempre atento para cualquier inquietud, recomendado

(Translated by Google) They treated me very well, they helped me insure my cars, I recommend them. (Original) Me atendieron muy bien me ayudaron asegurar mis carros los recomiendo

(Translated by Google) Super recommended ask for Steven excellent service and excellent prices (Original) Super recomendado pregunten por Steven excelente servicio y excelente precios

(Translated by Google) I recommend them, they are very kind. (Original) Se los recomiendo son muy amables..

(Translated by Google) The best place to do all kinds of procedures, highly recommended (Original) El mejor lugar para hacer todo tipo de tr?mites, muy recomendado

(Translated by Google) Excellent service recommended. (Original) Excelente servicio recomendado.

(Translated by Google) Excellent service and great attention (Original) Excelente servicio y gran atenci?n

(Translated by Google) Good service I recommend it! (Original) Buen servicio lo recomiendo!

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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