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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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
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*Note: Every CPA is different — take time to find one who fits your goals and style.*
2030 E 4th St ste 248 g
Santa Ana, California 92705
Amazing customer service! I needed a last minute appointment and Soria?s Tax Services took me in! It is first come first serve. Gerardo was extremely professional and explained everything very well on top of giving me the best tax advice. I 100% recommend this tax office as they truly aim to satisfy there clients. Thank you Gerardo, I will be returning next year!
I needed a clearer picture about my taxes and starting a small business this year Gerardo took his time explaining and answering my questions thoroughly. You can tell he's very passionate and knowledgeable about the service he provides. Will be coming back next year when my business is up and running. Thank you!
Amazing customer service! He was helpful right from the start, not like those other tax places you see in commercials. I?m really glad I chose to come to him and I?ll definitely be going to him for now on.
My first time filing taxes with Soria and my experience was amazing. He explains the break down very well. He is honest and truthful with any information. I recommend people doing taxes with him. I will be coming to him again!
If you've ever felt like your tax filer left you with questions or doubts than look no further. Gerrardo answered all my questions and more, he has competitive rates for what regular (W2) tax filing charge, and is willing to walk you through how you're taxed and why you're taxed that way. He's also very friendly and jovial, so while you're doing your taxes you don't feel like it's a chore.
My first time coming here and he is very fluent and really explains everything u need to know for example my last name didn?t match records he changed it and IRS accepted very happy with his service do recomend
Great service. Gerardo was very patient and helped me a lot today. 100% recommend.
If I could give 10 stars I would! Gerardo has over 30 years experience doing taxes! my husband and I are extremely happy with the service Gerardo gave us. He explained everything thoroughly and let us watch everything he was imputing on the computer while explaining and answering all the questions we had. He is straight forward and does everything by the book! We?ll be doing our taxes with him every year from now on! 10/10 definitely recommend!
First year coming here, I will definitely come back next year. Gerardo is the best at doing taxes. He is very honest, knowledgeable and he has the patience to explain everything and listen to your questions. His office is very welcoming and with good vibes. Thank you Gerardo for your services. I really appreciate people like you.
What can I say this man Gerardo is amazing I?m so happy my boyfriend brought me to him I was really stressing with other people weren?t doing it right but with him it just Guarantee and secured , my boyfriend and I are extremely happy with the service Gerardo gave us. He explained everything he show us and let us watch everything he was imputing into the computer while explaining and answering all the questions we had. He is straight forward and does everything by the book! We?ll be doing our taxes with
So grateful for finding Mr. Gerardo business! I highly recommend him ! If I could give 100 stars I would ! Thank you Mr. Gerardo for helping and giving us such great advice for my husbands and I taxes! We very much appreciate all your advises! I recommend him to my parents and they love him as well ! Thank you for all your help ! See you next year!
Found my new place to do my taxes . Would highly recommend Gerardo is very knowledgeable !
Gerardo was so nice and polite. An absolute professional and gentleman. I had booked an appointment for 6pm and completely forgot. He was able to schedule me for a later time the same day. He explained everything he was doing along the way. I feel so grateful to have done my taxes with him. He took care of me and even gave me some complimentary water and a pen. I will be recommending my family and friends to him. If you?re thinking about going to someone who till help you understand everything and file your
Gerardo it's great its my 1st time doing my taxes with him and I loved the way he explain things to me. I had gone to 2 other people before I got to Gerardo and no one has the same passion to help and explain to his clients like he does. He was a great help looking forward to doing my taxes with him again!
Amazing I will definitely recommend beyond satisfied reasonable price very knowledge tax preparation my new place to do my taxes
Gerardo is an Honest, straightforward individual. I hope people can value the transparency, service and education he provides to his clients. It made me fell confident and secure. Just give him a chance you won?t regret it !!!
My husband and I had our taxes done with Gerardo and we are both pleased! He was very informative, and he took his time while he explained everything. It was the best experience. We definitely recommend Gerardo and his services. Definitely stop by and see him!
If you're looking for a reliable, efficient, and knowledgeable tax professional, look no further than Gerardo! We have been working with for the past few years and we have always been impressed with his expertise and dedication to providing exceptional service. Gerardo stays up to date on the latest changes and updates in the tax code, and is always able to answer any questions you might have. He is also very organized and detail-oriented, ensuring that every deduction and credit is accounted for. We high
my family and i have been going to gerardo for years! super great service and human!! you can tell he is really passionate about what he does! i really recommend him to everyone
11/10!!! I had the best experience filing my tax return with Gerardo. He took his time in explaining everything to us. He was very welcoming with a charming personality. His 30+ years of experience secured us in trusting him with our taxes. We will definitely be coming here again next year!
My boyfriend and I had our taxes done by Gerardo and he is the nicest and most super helpful person with our taxes. I will be recommending my family and friends to him. If you?re thinking about going to someone who will help you understand everything and file your taxes at a reasonable price, Gerardo is the person for the job!!
Gerardo is a very honest and straightforward man. This is the best service I?ve ever recieved while getting my income taxes done. He really cares about his clients and will answer you truthfully and respectfully. I will definitely be returning to him again!
BEST Tax experience!! From the moment I walked in I felt welcomed. Gerardo is obviously a skilled and experienced Tax preparer. His patience and professional character secured me in trusting him with my Taxes. He helped me patiently with a Tax discrepancy that I had to clear with the IRS. He stayed after hours until I was able to clear it and was patient the whole time. I truly recommend Soria's Tax Services!
I have been coming here since 16 with my dad and ever since Geraro has helped me out with my taxes and everything has gone smooth for many many years. This year I made a little more and I was sweating wondering if I had to pay so I came during summer and listened to Geraro?s tips and thankfully I didn?t pay ???? I honestly don?t know anyone better to do your taxes!! One more thing I wanted to add, he is bilingual, of course he speaks Spanish and English as well!!
My sister and I went to Gerardo for our taxes, and he made us feel very comfortable. He did a great service and got our taxes done. We had some difficulties, but he stayed open past his hours to help fix the problem. We really appreciate it and we are definitely hoping to come back next year. Even, if we are living back in San Diego, we might just make the drive to him. Thank you Gerardo.
Gerardo is great I 100% recommend his business. He is so informative and knowledgeable. My husband and I always receive exceptional service.
Great service! Was very attentive and professional. I will be doing my taxes with Gerardo from now on. My family has been going for years as well & we?re always satisfied with Gerardo. Highly recommend him
Gerardo is very good at explaining and answering any questions to great detail. Did my taxes with him today and his service was exceptional. Very professional and trustworthy. Will be coming here again!
10/10 ? Gerardo was very easy to work with. He helped me understand the process and was very patient. Will definitely continue doing my taxes with him.
This was my first time filling my taxes at Soria?s tax services. Gerardo has a lot of knowledge and explains everything in detail. He is very friendly and extremely professional. I definitely recommend his services! I?ll be coming back next year to file again.
Excellent service, Gerardo is very experienced at what he does and maintains a great attitude during the entire visit. Every time I've come in he has treated my mother and I like family. Incredibly he remembers who we are, yet he only sees us once a year. If you want it done right, the first time, check him out.
Me and my husband have been struggling with our taxes and irs for years and Gerardo helped us out in minutes! Im so thankful i found him he made everything so easy and understanding. I definitely recommend to anyone. Will be coming to him from now on.
Second year getting my taxes completed by Gerardo. I appreciate his patience to answer my questions and concerns. He is knowledgeable, fair and sociable in his service approach. I enjoy his service because the tax money is received faster than most. I also recommended Sorias Tax Services to my brother this year and he was happy with the service. I would recommend you to give this tax service a chance! ??
First time coming here, Gerardo is very knowledgeable. Explained everything very well. I do recommend his services, and would come back again
Gerardo has done my taxes for many years. He is very knowledgable and very informative. He answers all of my questions and doubts. He is very professional and gives me the best advice so I can get a bigger refund base on my tax needs. I definitely recommend Gerardo. Very honest and trustworthy tax professional.
It was my first year going to Gerardo and he was amazing! Very helpful and explained everything in detail ! I will recommend him to anyone who has any questions or concerns about taxes! As well he is overall a good person and very accommodating! Thank you Gerardo will definitely be coming next year again !
It was my first time doing my taxes with Gerardo and it was the best experience I have ever had. He explained each process in detail which helped me fully understand the process of filing my taxes. He is a very professional and friendly person. 100% recommended
Waited last minute to do my taxes and was very stressed out with the whole process. I called Gerardo about 30 minutes before his office was closed and said that he can still help me and that he would stay to attend the very last person, no matter how late. He takes his time explaining and always asks if you have any questions or doubts so he can answer them then and there or to call him whenever! He is very kind, welcoming, thorough, and patient. This was my first time coming to him and I will continue to c
My parents have been coming to him for yearsss. And now my husband and I do our taxes with him. He's really nice, and professional. We've never had a problem with our taxes. Whenever we have any questions about anything, he always educates us. We always leave happy, and feel safe with his service. So if you're wondering if you should come to him for your taxes, you most definitely should! You'll get amazing service.
Gerardo is very professional and very helpful. We drive all the way from Riverside county to get our taxes done with him. He takes time to explain every entry in the tax forms and where the numbers come from to help customers understand their tax return/ debt amount. Been customers of his since 2013
This was our first time here and the service was great. Gerardo was very patient and explained every step of the process with great detail. He answered all of our questions and was always polite and professional. 10/10 recommend.
Mr. Gerardo took his time to explain all the steps of my tax preparation, so I understand the process. I was having issues with my W4 form and he helped me fill one out. He was very professional and friendly. I highly recommend him for your taxes.
If you've done your taxes online on your own or have gone anywhere else, I recommend you give Gerardo a try and see the difference. Anyone can figure out how to use apps or computer programs but it takes an expert to do what's best for each situation and have it done right. Gerardo will show you the difference. My family and I have been going to Soria's Tax Service for years and will always recommend the experience. Within the core of every business there has to be trust first and I trust Gerardo and his te
Wow I?m so impressed by Gerardo. He did such an amazing job on my taxes. His office is very very clean. He is very organized. He answered any questions I had. Such a nice and professional man. I definitely recommend him.
Geraldo Soria Tax Service is FANTASTIC !! I called and got an appointment on the same day. We had 2 years of taxes that needed to had prepared and filed. Geraldo completed both years of taxes and spend time with us answering all of our questions. It was a pleasure working with Geraldo and now we have a huge monkey off our back. Don?t wait call Soria?s Tax service today and get them done now! No more stress, Thank you Soria?s Tax Services!
Great place to do your taxes got the most out of my taxes!
I have been visiting Gerardo to file my taxes for years!! He does a great job and is very professional. I will keep filling my taxes here because each time I walked out happy and satisfied with the results! Thank you!
Gerardo did an amazing job with my taxes. He has been doing my parents taxes for many years so i finally decided to try him out. He is by far the best tax person I have gone to. He explains everything clearly, and is very quick.
First time doing my taxes in this place so I was nervous. But Gerardo not only made me feel welcome he made me feel comfortable. He took his time and explained things to me. Im definitely retuning here every year.
My parents have been a client of Gerardo Soria since I was a little boy, Gerardo has always had a great behavior with my parents and now that I am an adult, I get the same great service. I?m glad Gerardo does my taxes and I recommend anyone to do the same
I got recommended to Gerardo threw a friend. Let me tell you I was NOT dissapointed one bit. He was very professional took his time and did not rush the process. He made sure I was receiving all the refund I was eligible for. He also was very informative went into depth while doing my paperwork to ensure I understood it all. Highly recommend him.
Awesome place to get your taxes done. I?ve been coming here for the last 3 years. Gerardo is very professional, always has the answers to my questions. This year he was also able to help me out with my school financial aid regarding my taxes. Highly recommend him for your taxes !
I have been going to Gerardo for a couple years now and he has always gone above and beyond to help myself and my family and I highly recommend people to come to him for their tax services
Gerardo was super helpful and professional explaining all very carefully and making sure I understood. I would never go anywhere else to do my taxes. The drive, gasoline and price are worth it. Thanks Gerardo Soria and I will see you next year?
I have been going to Gerrardo to do my taxes for 15 years. Gerardo has great customer service always friendly and willing to answer any questions. He makes filing taxes so very convenient. If you need your taxes done, Gerardo is your man!
Awesome place to get your taxes done. I've been coming here for 14 years now. Gerardo is very professional and gives you great service. I would definitely recommend Gerardo for your taxes.
I was impressed by Gerardo's professional ethic. He takes time to answer all your questions and goes above and beyond to help you with your taxes and questions without shady or unprofessional tactics. I am coming back for sure!
One of the best tax services I?ve ever received. Soria is super kind, informative and gives you the most reasonable refund without a doubt. Recommend him for anyone who needs a new person to file their taxes!
My family has been going to Mr. Soria's over 15 years. My girlfriend was using H&R BLOCK by 17th n towner in Santa Ana Ca.this business almost cost my girlfriend over $1000 and we had to get a second opinion since we felt uneasy from the quote given and comments made so we went to Palmers tax services in the city of Santa Ana Ca. Seeking for guidance and to discard any possible mistakes H&R BLOCK could of done we placed our trust on Palmers since a friend recommended us there, soon we saw more of the same
If your looking for someone to do your taxes this is the place to come to! Gerardo is very professional and he will help you with any situation you have. Takes the time to explain everything and helped get back on track.
Gerardo was a very nice guy with great humor. I walked in and he helped right away. He gave me a very good price. A really nice and clean office. I will be back again!
If I Can Give More Than 5 Stars, I would ! Thank You Gerardo Soria For Always being available , hes very knowledgeable , attentive , and very professional I recommend him any chance i get . He Gives Initiative to his clients about what they are signing so they don't get lost during the tax process , answers any questions you may have . The office is vey clean , outdoor has tons of parking and its a great area best in town .
I?ve been here twice before and I?ve begun to think about tax season again. This is the place to go! I realized I never left a review but Gerardo definitely deserves one. And so before I see him again I want him to know he?s doing a great job
I was referred to Soria?s Tax Services by a family member, and couldn?t be happier with the great job Gerardo did. Gerardo offers great services and explains everything in a clear and concise way. I highly recommend Gerardo as a trust worthy tax preparer!
Are you looking for someone to do your taxes?? Well Gerardo has your back, he is a professional and helpfull person, he help me to do my taxes quick. I recomend this place to do your taxes and I definitely going next year, Thank you Genaro!
He Helped me to the best of his abilities and did a fantastic job, he's very friendly and easy to talk to. Prices are fair for the quality of work and I definitely recommend to people new to doing their taxes as I am.
We have been coming to Gerardo for 15+yrs. Excellent customer service and he takes his time explaining and exploring every option possible. Very honest and trustworthy.
So happy that we found Gerardo. He takes the time to explain everything in detail and answered all the questions we had. Very professional and polite. Nice office too. Will definitely be coming back from now on.??????
I definitely recommend this place. I have been coming to do my taxes with Gerardo for twenty years now. He is honest and works by the book . I always recommend him to friends and family.
My go to tax person every year! Drive down from Riverside to get my taxes done by him! Always prepared and super friendly! Thank you again Gerardo! See you next year!
10/10 great customer service. Always friendly. Very helpful quick and enjoyable. Plus he always teaches me something new!
I've been doing my taxes with Soria's Tax Services for 18 years now and I couldn't be happier. The staff is professional and treat you like family. I've never had any issues or worries with their tax services. I highly recommend them to anyone looking for honest tax advice and services!
Mr.Sori is an amazing man! Not only did he explain everything piece by piece to my mother and I but he was so friendly, charismatic, and really helpful not only answering our questions but filling out our taxes. If you want someone who will do the job 100% perfect, Let me tell Mr. Sori is the right man! He is honest 100%, professional 100%, and law abiding to the rules. In him you will find that you won't stress about doing your taxes in fact this man will relief you from stress and will make sure you get 1
excelente service el Sr. Gerardo me ayudo mucho con un problema del IRS. Muy professional. I was look for a place that could help me with a problem of IRS and i found the best place MR. Gerardo is so professional Excelent Service Thank you !
Gerardo is really professional this is the guy to go and do your taxes. You got questions he has answers. I haven?t had a single problem with him doing my taxes. HIGHLY RECOMMEND SORIAS TAXES
He was very helpful and explained everything and answered any questions that I had. I 100% would recommend. I?ve been doing my taxes with him for years and he has always helped me out.
Great place to get your taxes done. I?ve been coming here for 6 years. They are very professional, honest, and will always give you all the information you need. 5 out of 5 stars is the max on here but they deserve more than 5 stars.
Great customer service. We have been filing our taxes for 4 years with them and never had an issue. He is very honest and transparent with his work. We highly recommend this place.
I definitely recommend doing your taxes here. I?ve been doing my taxes here since 2018. Gerardo is the best.
Mr. Soria has been doing my parents taxes for over 18 years now and they have never encountered with him. I mean what problems would occur with Mr. Soria when he treats every client with the utmost respect and answers every question one might have with a clear, detailed answer. So with this year being my first year independently doing my taxes, I?m glad I have Mr. Soria filing my taxes as I know he will give me the perfect service he?s been giving my parents for more than 18 years now. He?s truly the one to
Mr. Soria was incredibly helpful and patient with my questions. He never made me feel rushed or like I was asking too many questions. He was through and professional.
I really recommend this place! Gerardo Soria is one of the best tax service! I have 13 years doing taxes and have never had 100% experience I really appreciate his help one of the top!!
I came in as a walk-in customer and Mr Soria welcomed me. I only waited for about 15 minutes. He took his time to explain some of the tax jargon on my W2s. He?s polite and professional. I have found my tax home! Thank you Mr Soria.
Such a professional person! His services are amazing! He is by the book and I love that! Every year I would have to pay except this year, he was able to get me a return and that I was not expecting! Thank you MR.Soria
I highly recommend anyone doing taxes to come here. The guy that helped me was very nice and welcoming. He made feel assured that all my personal info was protected. Will be coming back again.
Been doing our taxes for years with Gerardo and always satisfied with his professionalism. Great costumer service and family friendly environment
Gerardo gives great service. He explains everything and every question we ask he gives us the proper information . Very helpful deffinately be coming back next year!
Highly recommend coming here. Very professional and friendly. I had not received any of my stimulus payments and Soria was able to help me file correctly, the process was fast and easy!
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.