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Sierra Tax Service

Sierra Tax Service

Reviews Summary

The majority of reviews are highly positive (5-star ratings), praising the professional, friendly, and efficient service. Many customers have been loyal for years, highlighting accuracy, honesty, and family-owned warmth. Specific staff members are frequently commended for their expertise. A few negative reviews mention long wait times, occasional disorganization, or communication issues, but these are outliers. The consensus is strong satisfaction with the tax services, with many clients traveling long distances or returning annually. Pricing is also noted as fair. Most would recommend the business despite minor criticisms about wait times or front-desk service.

About This Listing

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
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

Bookkeeping
Business Consulting
Payroll
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks
Bilingual Services

Contact Information

Address

275 E Monterey Ave

Pomona, California 91767

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 12-4PM
Tuesday 12-4PM
Wednesday Closed
Thursday 12-4PM
Friday 12-4PM
Saturday Closed

Customer Reviews

Highly recommend this place. Lupe helped me out with taxes he was great. Overall everyone here is very professional and great customer service !

I strongly recommend Sierra Tax Services! Jasmine has been doing my taxes for over a decade & she has always been professional and genuinely nice. Her great customer service and knowledge keeps us loyal & coming back! Thank you so much Jasmine for all the help, you are the Best!

This is a family business. I have known them for a very long time, and they provide great service and are very professional and honest, I highly recommend them.

Been coming here since 2018 when I started working at my first paying job in 2017, this place was recommended to me by a friend and 7 years later I'm still doing my W2 here. very recommended.

I went here to see victor sierra because I was referred to him. I waited up to an hour after my appointment time with no updates. When I asked for an eta, the receptionist casually said he usually takes a while and jokingly said "he owns the place so he does what he wants." This was not an answer I was expecting. After that ridiculous reply I left. I was not given an update/eta until I asked and they did not offer other options until after I asked. This facility is not professional and should actually respe

I've been coming here for years now. I followed them from their old location on S. Park to here. I usually do my taxes with Victor Sr.(He's on the bottom floor), he served in the National Guard so he knows what deductions as a service member I'm entitled to. It takes no more than a 20 minute sitdown with Victor (Unless it's your first time, might take a little longer). I'm very pleased with the service, pricing, and experience I encounter everytime. My father was seeking a new tax service, so I advised hi

My husband and I have been going her since we were 18, now 32. Don't think we can trust anyone else. But I totally recommend to make an appointment and even then expect to wait an hour or so. If theres one thing I dislike it would be the wait. Marco always works on our taxes very serious guys but gets the job done. There 3 other people they all seem great. We are just use to Marco doing them. The secretary's are not the greatest of help, I think they just get hired for the season. They are uninformative and

Victor at Sierra tax has done my taxes for the last 10 years absolutely phenomenal I would recommend Sierra tax absolutely!!!??

I went to see Victor yesterday with a last minute appointment and i am very pleased with my his professionalism and diligence. i will definitely be referring to friends and family.

Been doing our taxes here for a few years now we live in Anaheim and drive all the way to Pomona to do our taxes with Ruby. Shes absolutely awesome

Ruby is great, she is very professional and you get you money's worth with her services. Great Tax service. Thank you Ruby!

Love this place. Once you get past the wait it's quick. Very friendly staff, very hospitable and they know there stuff.

Amazing service. Ruby is the absolute best definitely glad I started coming to her!!

Bad service we did our taxes I don't know what happened that they lost all information so I haded to re do them again they probly did something wrong. This was like 2 months ago and till now I haven't received nothing bad experience and bad service I paid to receive them faster but it's taking long and why they offer the service to pay to get them fast if it's going take long might as well just wait

I have been going there for years. I love the family business. Upstanding people. Shot out to Victor and jasimine.

Great service my whole family files with victor. He's fast and professional! Satisfaction guaranteed!!!!

Don't go anywhere else ! I have been doing my taxes with Sierra Tax Services for the past 5 years. I now live in San Diego and still make the drive to Pomona.

Marco has been doing my taxes for 20+ years. Even when the IRS had additional questions (my fault) he was there to assist me.

The best staff !!ask for Victor he is very helpful and such a nice person he is just as good as his twin brother Jose Luis

Quick and friendly service. To avoid long a wait, your best choice is to make an appointment.

They're always there to help. I always recommend my clients to go there for their taxes and immigration needs. Monica, Jasmine, and Ruby are my go-to people.

Fast, reliable, good prices, and more importantly honest work. Family owned and they are very friendly.

Been coming here for years great service good prices highly recommend

Ruby did a great job on our taxes, with good customer service and a fair price.

Great place to get your taxes done. They're quick and accurate.

Good tax service @ a decent price.. I recommend Lupe he's wonderful and very helpful ??

Senora blanca does them for me real good service

Excellent for years n years I've been coming here

Screwed up my address . Trying contacting them and nothing . Not coming back here again

Best place in town for taxes.

Best place to do taxes. Affordable and accurate.

Awful service, I will never return here.

Highly accurate for taxes. Don't mind the wait.

Ruby nice like always

Great service and fast

Awesome customer service!!

(Translated by Google) Professional and. Good service ?? ?? (Original) Profeciaonales y. Buen servicio ?? ??

(Translated by Google) I have also been with Miss Rub? for several years and they are also very professional. They all treat everything well. All the clients who arrive with an appointment or without an appointment try to help as best they can because they have a lot of work. I recommend them. (Original) yo tengo tambi?n varios a?os con la se?orita Rub? y muy profesionales tambi?n todos tratan bien a todo a todos los clientes que llegan con cita o sin cita trata de ayudar a lo mejor que puede porque tienen

(Translated by Google) I have been a customer here for the last 8 years but I think that next year I will look for another place to make them because the price is already a little high and I have noticed that those who answer the phone do not have very good manners and now When they come to do your taxes it's so so so already $80 thank you that it goes well ?? and I called with questions I have and they just say we don't know anything! So what kind of help do they give you? (Original) Ee sido clienta por l

(Translated by Google) It's a very good place, I've been driving taxis there for many years and the service is great. We went in happy with my family and we left happy. I recommend it. Don't regret it. Family and friends, we always go to Sierra Tax Service. Quality service. ?????? (Original) Es un lugar mui bueno tengo bastantes a?os haciendo los taxis all? y el servicio es grandioso entramos contentos con la familia y salimos felices selos recomiendo no seban arepentir familia y amigos siempre vamos a sie

(Translated by Google) Excellent service, highly trained professionals, I highly recommend them. Congratulations!!! (Original) Excelente servicio, profesionales muy bien preparados, en general lo recomiendo 100 %. Felicitaciones !!!

(Translated by Google) I have had their services for many years and I am very happy with them. I recommend them. (Original) Yo tengo muchos anos con sus cervicios y estoy muy contento con ellos los 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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