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Sierra-Larregui Tax Group

Sierra-Larregui Tax Group

About This Listing

Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
Multi-state Experience
Remote 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

Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Real Estate
Multi-state Experience
Remote Services

Contact Information

Address

411 W Lambert Rd #400

Brea, California 92821

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I was looking for advice on my tax return after having a terrible experience with someone else who was highly recommended by a coworker. I was so stressed out looking for someone who would help on such short notice as it?s almost the end of tax return season. Billy was highly recommended to me so I went ahead and called and was able to make an appointment for the following week despite it being crunch time for anyone who files taxes. Billy was able to see me and address all my concerns and was so helpful! T

After years with the same tax professional, I was overwhelmed when she retired and didn?t know who to trust. Billy was incredibly helpful?he handled my extension and filing quickly and efficiently, which completely took the stress off my shoulders. I?m so grateful to have found someone reliable and easy to work with!

Billy is extremely professional, honest, and helpful. He makes understanding something so complex, like taxes, much easier. He explains it in a way that you will understand everything, while also educating you. Billy is enjoyable to work with, and makes the overall tax preparation process very smooth.

I was worried about my taxes this year. I needed to deal with a dearth in the family and a rental property. Billy knew exactly what to do. He was very patient with all of my questions, and had an answer for all of them. It feel great to have it done knowing that Billy helped to minimize what we owe

As a bookkeeper, I've worked with several CPA's over the years. I appreciate the way Billy takes care of our clients. Billy has excellent, responsive customer service; his tax solutions & strategies have helped a lot of clients. Speaking from experience on the business end as well as one of his customers, I highly recommend Billy.

We have used this tax service for several years and have been very happy with them. Very professional and knowledgable.

I've had the pleasure of working with Billy Larregui, and I couldn't be happier with his services. Billy is not just an expert in his field, but he is also really friendly and approachable. He took the time to understand the questions I asked about real estate taxes, and explained things in a way that's easy to grasp. It's like having a trusted friend who's a financial and tax whiz. If you're looking for a tax professional, and a partner who's both knowledgeable and kind, Sierra-Larregui Tax Group is the

Billy is always a great professional and extremely resourceful.

Monica and Billy are really great at what they do. Very reliable and professional, also took my mother as a first timer other then turbo tax and she was amazed at how much they cared about answering all her questions. Highly recommend SL Tax Group.

Really reliable and are very quick with communication unlike other places. Highly recommend!

I?ve been doing my taxes with Monica from Sierra-Larregui tax for 10 years. She is smart, professional and always answers my questions in an easy way to understand. I always know that my taxes will be done right with this firm. Highly recommend Sierra-Larregui tax!

Professional, knowledgeable and quick. Excellent service!

I have been doing my taxes with Billy since 2015. He is amazing.

Always quick and affordable.

(Translated by Google) Monica helps us a lot every year with our taxes. I highly recommend her!! (Original) monica nos ayuda mucho cada a?o con nuestros impuestos se los recomiendo mucho !!

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.