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Soares Tax Solutions

Soares Tax Solutions

Reviews Summary

The reviews consistently highlight exceptional service, with frequent praise for professionalism, efficiency, and knowledge. Customers appreciate the friendly, patient, and non-judgmental approach, along with timely communication and problem-solving for complex tax issues. Many emphasize trustworthiness, organization, and a willingness to go above and beyond, leading to high satisfaction and repeat business. The overall sentiment is overwhelmingly positive, with strong recommendations for the service.

About This Listing

Bookkeeping
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

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
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks

Contact Information

Address

331 Trinity Cir

Hanford, California 93230

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 7AM-6PM
Tuesday 7AM-6PM
Wednesday 7AM-6PM
Thursday 7AM-6PM
Friday 7AM-4PM
Saturday Closed

Customer Reviews

Erin is very professional and easy to work with. As a new business owner, she does an excellent job at answering all my questions and will even help me research what I am needing. She is very precise and organized and we trust her with all our tax related needs!

Erin Soares prepared our tax returns for the past two years and I would highly recommend her. She was organized and very efficient during the process as well as being friendly, professional and great to work with. We will definitely continue our business with Erin.

Erin was a true blessing. My son had some back tax issues that had been ignored for several years. With one quick phone call she had him set up with an appointment and with-in a week had all issues completed and filed. This was someting that hung over his head for years and Erin was awesome, with no judgment and helped him get it all taken care of. I would highly recommend Soares Tax Solutions, Erin sure had the solution with this case.

Erin provided an outstanding tax filing service. She is friendly, knowledgeable and made sure to complete our returns in a timely manner. I highly recommend her if you are looking for someone to prepare and file your taxes.

Erin is incredible! She's been my tax preparer since 2020 and I couldn't be happier. Unless forced to, I will never stop using her services. She is always kind, patient, professional, and knowledgeable. She does a fantastic job. I am truly thankful I can trust her!

Erin is fun and professional at the same time. She completed my taxes in a timely manner, and communicated as needed throughout the process. I will definitely be returning. Thank you, Erin!!

Erin @ Soares Tax Solutions is just amazing! She went above and beyond to find answers to some complicated tax issues for me, and saved me some money as well!! I highly recommend Soares Tax Solutions!

Taxes are not a fun time of year for most people but Erin has made it so enjoyable. She's super knowledgeable, friendly and explains everything so that I understand it. So thankful I found this company??

Erin is very helpful and kind. She has helped me with all my tax questions and solutions. I'll never go anywhere else for my tax filings.

Erin was very knowledgeable and really helped us out with a difficult issue with the IRS. We can highly recommend her.

I have used Soares Tax Solutions two years in a row. Professional. Efficient. Knowledgeable. Friendly. Worth every penny!

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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