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Tax And Ledger Professionals, Inc

Tax And Ledger Professionals, Inc

Reviews Summary

Customers consistently praise Tax & Ledger Professionals for their exceptional service, professionalism, and expertise. Peter and his staff are repeatedly commended for their knowledge, responsiveness, and friendly approach. Many highlight long-term satisfaction (some over 20+ years), with particular appreciation for handling complex tax situations, business needs, and personalized advice. The team is described as trustworthy, detail-oriented, and stress-relieving during tax season. A single negative note mentions poor phone service, but overwhelmingly, reviewers strongly recommend the firm for both personal and business tax needs.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Multi-state Experience
Remote Services
Years of Practice
In-person Support

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
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Multi-state Experience
Remote Services
Years of Practice
In-person Support

Contact Information

Address

365 W 2nd Ave Suite 202

Escondido, California 92025

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

I cannot recommend Tax and Ledger Professionals enough! They?ve been an absolute game-changer for both my personal and business tax preparation needs. For over 20 years, Peter and his staff have worked closely with me, providing detailed advantage analyses for my personal tax and incorporation/business needs. When I needed to incorporate, they guided me through every step of the process with expertise and care. What sets them apart is their dedication to personalized support and a genuine investment in my

Peter Tabert has been our tax advisor since the early 1980's. He has been our trusted advisor and accountant for our numerous businesses over the years. No matter how busy he is, Peter responds quickly when we call or send an email him. Peter has always given my husband and I excellent advice for our financial planning. We have recommended Tax and Ledger Professionals and Peter Tabert to many friends and family members. Thank you for being there for us, Peter!

I?ve been going to Peter for my tax?s for many years. He is very knowledgable and professional along with all of his associates. Everyone in his office is very patient and helpful. I feel very confident I?m in good hands with all of my accounting needs. I will continue to recommend my family and friends!

I personally have been doing my taxes with Tax & Ledger Professionals for several years now and I truly recommend Peter and his staff. Tax & Ledger Professionals is the place if you are looking for professionalism and honesty when preparing your Taxes. Once again Tax & ledger Professionals help me out with my taxes 2023! Peter and his team know what they are doing. I truly recommend Peter to help you out with your taxes. Thank you Peter and staff for all you do!

Peter Tabert at Tax & Ledger Professionals is the most knowledgeable and meticulous financial and tax person we know. We have been a client for over 20 years. He is a pleasure to work with and always available for consultation. His staff is responsive and efficient. We truly appreciate Peter's personal attention to our variety of (and often complex) tax matters throughout the years. We highly recommend Peter and his firm.

Peter Tabert at Tax & Ledger Professionals are the best, Peter and his staff are very nice, smart and is the best tax guy around. He has been doing my taxes for years and helps me with any problems that might come up. I truly recommend him to anyone that wants their taxes done correctly and quickly, him and his staff are truly top rate.

I?ve been using this tax company for years now and I?m consistently impressed with the level of service they provide. The staff is incredibly knowledgeable and always goes the extra mile to make sure my taxes are done on time. They take the time to explain things to me and make sure I understand my return and any potential savings. The owner, Peter, is also a pleasure to work with -he?s personable, engaged, and always makes sure I?m satisfied with the service. I highly recommend this company to anyone looki

The Tax and Ledger Professionals have been preparing my Tax Returns for 20 years. They have also been doing the Tax Returns for My son Sean for 5 years. Sean works and lives in Tokyo Japan. Peter Tabert and his team do an excellent job. They are very knowledgable, friendly and respond quickly when I have questions. The customer service is outstanding! John

Peter Tabert and the entire staff are the best!! I've been using them for everything - personal and business taxes , payroll, all my complex bookkeeping, and more. They've been a huge help to me, my family, and friends for years, especially regarding tax advice. They really make my life so much easier and organized! I would give more stars if I could , but the max is 5 stars .

I am extremely pleased with the service I received from Tax & Ledger Professionals Inc. I found they were knowledgeable in corporate designations which saved me money with multiple businesses that needed to be filed. They were patient and considerate with all questions that I had which made the experience a pleasure all around. In addition to the great service, they were instrumental in setting me up properly in record keeping and explaining intricate tax law. The knowledge I received will prepare me for s

I have been using Tax & Ledger Professionals for years! Service is out sounding! The entire staff is always very professional. Peter handles all my taxes and is quick to get back to me to answer my many many questions. I have never been disappointed with their services. If you are need of a new tax person, I would highly recommend Tax & Ledger Professionals. Tell them Julianne sent you!!!

Every tax season I come in and choose Tax and & Ledger Professional and I totally recommend Peter and his Amazing Staff! They made the process of tax season stress free!! Thank you Tax and Ledger Professional for always going on and beyond for myself and all your clients!

I truly appreciate this entire office's dedication to help individuals and businesses navigate the dreadful tax season + daily accounting. Rebecca is super knowledgeable and detail-oriented; plus she always looks at the overall big picture of the finance/tax situation too. I am so glad to have this entire team's support each tax season. Thank you!

Tax & Ledger Professional are the best. Could be any happier, they make tax sessions stress free. I love their honesty and professionalism. Thanks to all staff for their hard work. 100% recommend their service.

This place is great peter has helped me for decades and has been with me since I made hardly any money all the way through many tax brackets a home and a family. He's a great guy will answer questions and returns calls in a timely manner and gives great advise. I've recommended him to a few friends and they all thank me every tax season. I highly recommend him and his establishment.

A person will not find a more honest, caring, understanding and professional team handling your personal or business tax issues, concerns or related matters than Peter and his incredible staff. Self and professional INTEGRITY / HONESTY are the corner stones that propel Peter and his amazing staff to go above and beyond what one might expect from a tax related professional. You'll never be greeted with less than a friendly smile and warm welcome upon entry to this office. As far as Peter, well, he remin

I have been preparing and filing my taxes with them for a few years now and I am very pleased with their timeliness, knowledge, accessibility, guidance and flexibility. They have been extremely thorough with streamlined online process but also available to talk for clarifications and questions.

Tax and Ledger Professionals made everything easy for me, as this was my first time filing my taxes. They were very consistent and proactive in making sure I had everything I needed ready. Would definitely recommend working with them. 10/10.

Amazing tax advisers and strategists. During a property purchase, Peter was extremely helpful by providing tax suggestions that were critical in my decisions. And certainly, in tax season, hard to find a better company to work out the best possible tax scenario for you! Highly recommended!

It is always a pleasure doing business with my Tax and Ledger friends. I have been doing my taxes at their Escondido location for years and they are always considerate and very patient with my many questions. I would recommend this business.

I have been doing my taxes with them for years now. I appreciate how professional and helpful they are. I have been working with Josefina and she is always so helpful and sweet, making sure to always answer any questions I ever have. I would recommend them to anyone looking for a trustworthy company.

I have been going to tax and ledger for 3 years now and they are always very professional. Josefina is this best and always helps us on whatever we need. She always makes sure our questions are answered and helps us in any way possible. I definitely recommend them to all my family and friends.

The team at Tax and Ledger are my go-to for my tax questions every year. Super patient and great attention to detail. Definitely recommend.

Peter helped me with my taxes. He was very professional and friendly. I highly recommend him, to anyone that needs help filing their taxes. Thanks again Peter, and tax and ledger professionals!

I have been using Peter and his staff for several years now and have nothing but great things to say about them.They are professional, very friendly, and do a fantastic job. I highly recommend them.

Peter and his entire Staff are the Best! Very professional and so friendly, I rely on them for all my accounting and tax needs, for my personal and my business! I highly recommend!

I used their services for the first time this year. I?m very very happy that they were able to take care of my taxes promptly. Both personal and business. Josefina thank you so much for all your help !!

I want to thank Tax and ledger professionals inc for doing my taxes. I highly recommend to do your taxes here they helped file my taxes easier and providing with great customer service and professionalism. Thank you so much!

You guys are the best and peter always helpful. Josefina has being helping us for over 6 years.I can always count on her. I recommend them to any one who is looking for professional help

Peter and his staff are amazing they answered all my questions and made tax season nothing to worry about. I recommend Tax and ledger professionals to anyone.

I have worked with them for 17 years. I have never had any issues only solutions. I really trust them to help me get through the paperwork and resolutions for the future. I always recommend them.

Highly recommend their services. Always friendly and willing to go above and beyond!

Great service and very professional. Made tax season much less stressful!

Great Service! Happy to come back here.

Very professional and easy to work with!

(Translated by Google) They hang up the phone to not attend to you, very bad service (Original) Te cuelgan el telefono para no atenderte,muy mal servicio

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.