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Tax Prep Services Inc.

Tax Prep Services Inc.

Reviews Summary

Customers consistently praise the tax preparation services for their professionalism, expertise, and friendly approach. Many highlight the team's thoroughness, clear communication, and ability to simplify complex tax matters. The service is frequently described as reliable, efficient, and personalized, making clients feel valued and confident. Both business and personal tax needs are handled with care, often leading to long-term relationships. Bilingual support and a welcoming atmosphere are also noted. Highly recommended for their knowledge, patience, and exceptional customer service.

About This Listing

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.*

Contact Information

Address

9375 Archibald Ave Suite 110

Rancho Cucamonga, California 91730

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday Closed
Saturday 10AM-4PM

Customer Reviews

Starting and running your business is no easy task and understanding the tax implications can be intimidating and even stressful. This is why I highly recommend Tax Prep Services Inc to help take that difficult part off your hands and allow you to focus in what you do best, your business. They are reliable, profesional and ethical. I am a satisfied customer. Thank You Tax Prep Services Inc.

I had an amazing experience! I had a last minute emergency tax filing and Leo came through like a rock star! I will recommend Tax Prep Services to everyone I know. Karla and Leo are very knowledgeable, kind and have a lot of patience for explaining all tax preparation. I Will be using their services permanently. Thank you.

Excellent service fast and accurate. Was looking for a new full service tax preparation for business and personal taxes . Leo and Karla provided a professional service that was better than expected for a first time customer. Highly recommended.??

Have been using this company to file my taxes for years! They always take care of me, are very professional, and make me feel like family. The process is always painful for everyone but they truly work efficiently to make this as seamless as possible.

I've been very pleased with Leo?s tax prep services since I was referred to him in 2020. He expertly handles both my personal and business taxes and is always readily available to address any questions I have. Not only is he incredibly knowledgeable, but he's also a genuinely kind and helpful person.

Karla is amazing extremely knowledgeable. She helped and guided me to get caught up in all my taxes. Very satisfying definitely recommend.

Leo and Karla were amazing. They were very professional and cannot wait to continue doing our taxes with them. Warm welcome and super professional. Recommend 100%

Leo is amazing! Has done mine & my mothers taxes these past 2 years and will be seeing him again this coming tax season. Very knowledgeable and helpful. Received our refunds very quick. Highly recommend!

I'm so grateful to have been referred to Leo after struggling to find the support and dedication I needed for my business. Leo has been incredible, bringing his expertise to every detail I required and making the entire process much easier for me. He's been patient and thorough in addressing all my questions and concerns, especially since legal paperwork isn't my strong suit. Thank you Leo, for all your help!

This company and its staff are friendly and have always provided excellent service. They are attentive, professional, bilingual, Focused, and client-based. I highly recommend them!!

I am a real estate agent and have referred clients to Leo to help them with their tax planning. Leo has helped my clients with tax strategies that allows them to better their financial situation with purchasing investment homes. Leo makes everything transparent and easy to understand. Glad he has been there to help my clients out. Thanks Leo!

I couldn't be more satisfied with the experience. Tax Prep Service Inc was highly knowledgeable, thorough, and made sure to explain every detail of my tax situation clearly. Their expertise and professionalism truly set them apart, ensuring I felt confident throughout the entire process. I highly recommend their services to anyone seeking reliable.

Karla was very good she explained how she did my taxes step by step..I also met Leo whom was very nice?I would highly recommend

This is the place to be. They are very friendly, reasonable, and informative. Karla is our tax professional but all of them are great!

Leo is the best ! He will not just do your taxes but guide you and help you to plan better . I'm so grateful to have someone that takes care of our family and business taxes with so much detail and care . Thank you Leo ! We appreciate all you do for us .

If you're planning to tackle your yearly taxes, start a new business, or form an LLC or Corporation, Leo and his team at Tax Prep Services Inc. are here to help. Their expert guidance and personalized service have been invaluable to my business for years. They truly make you feel like family

Leo has been great help to get my buisness set up. Leo is very knowledgeable, look forward to building a longevity relationship in the years to come.

if you want things done right Leo is your guy, he is very patient and understanding, very knowledgeable at what he does, my wife and i are so happy we will send everyone we know to him, great tax advisor you will not regret it

Literally the easiest most smooth process ever. Leo made it very comfortable for me and my son. Will be coming back to him everytime now. Amazing customer service and snacks !

Leo was an asset when it came to preparing our business taxes. Highly recommend!

Great experience 10/10. Found my new place, everything was thoroughly explained and was treated with such kindness and respect as a young person in business. What a relief, great location, and great service!

Very friendly staff and knowledgeable. Definitely recommend.

Highly recommend, Leo and his workers are Fast , Trust worthy and simply the best! Great communication!

Wow i recommend Tax Prep Services Inc. 100% Karla was very fast and so professional I would definitely come back

Highly recommended Very professional Karla was a helpful and respectful person We did our first tax with her So quick and excellent service

Very friendly n professional staff i definitely recommend this business for ur tax needs

Highly recommended Leo, Carla and the team are the best Very helpful knowledgeable and professional

Karla was Very hopeful and detailed when explaining my taxes. Definitely will be coming back!

Super professional services. Been with Leo for years and have always came back. Thank you Leo and staff

Leo does a great job, very thorough!

Great service! Would definitely recommend.

Very friendly and very Professional. And answered all our Concerns.

Excellent and very detailed

Great and professional service. Highly recommend!

(Translated by Google) Loyalty, excellent service, availability. I've been with Tax Prep Services Inc. for 3 years. They've supported me from the start. 100% sure it's the best option! For people who truly want something different for their lives! Look for Leo Acosta, a great friend! (Original) Lealtad, excelente servicio, disponibilidad. Llevo 3 a?os con Tax prep Services inc Me an apoyado desde el inicio %100 seguro la mejor opci?n! Para la gente que en verdad quiero algo diferente para sus vidas! Busque

(Translated by Google) Good morning community, here I recommend Tax Prep Services, excellent service from Leo and the entire work team, 100% quality and knowledge of what he deals with for each person. Thank you Leo. (Original) Buenos d?as comunidad aqu? les recomiendo Tax Prep Services , excelente servicio de parte de Leo y todo el equipo de trabajo, 100% calidad y conocimiento de lo que se ocupa para cada persona Gracias Leo

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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