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Tax Service Express

Tax Service Express

Reviews Summary

Overwhelmingly positive reviews highlight exceptional tax preparation services with consistent praise for professionalism, expertise, and efficiency. Many long-term clients (10+ years) emphasize trustworthiness, personalized care, and stress-free experiences. The team is commended for handling complex tax situations with patience and clarity, particularly for service industry workers and business taxes. Clean facilities, prompt service, and fair pricing are frequently noted. Several reviewers mention they exclusively recommend this service to others due to outstanding results and friendly, knowledgeable staff. The rare critical review mentions a delay in returns.

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

5215 Lovelock St

San Diego, California 92110

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Juan has been doing my taxes for 20 years! He's the only one I trust to handle my taxes. He's worked with me on some of my most challenging tax years and I always appreciate is patience, professionalism, and kindness. 100/10 stars!! I will continue to support his business as long as I can. You should too :)

Juan has been doing my taxes for several years now and has always been great. Professional, personal, and quick! I am so glad that I found his business. I originally came to him to file a few years in a row since I was behind. I was so lost, and he breezed me right through it. Made the entire thing painless! Ever since then, I have been a loyal customer and service has been consistent and top of the line! I send anyone that asks to him. He does my personal and business taxes for reference. Thank you Juan, y

Juan has been doing my taxes all of my family?s , my clients and my friends for over 18 years. His knowledge and experience has served us all in so many ways. We so appreciate him.

Probably the only business that whole heartedly earns five stars. Especially knowledgeable when you're in the service industry such as a waiter or Bartender where tips are involved and you have to tip out front of the house employees. I like to take advantage of Juan's brain to try and understand the way taxes work. One of the few CPA's without an ego and is down to earth and answers questions in a way you can understand without belittling you. 11/10.

I look forward to doing my taxes every year!! Karina is amazing. Tax Service Express is the very best

Juan has been filing my corporate and personal tax for many years. Finding the right tax person is like dating once you find the one, you know. I have paid many to do my takes over the last 30 years. Juan is the best. All my friends I have recommended over the years have tried him and never changes since.

Juan and his team at Tax Service Express are exceptional! They make the typically stressful task of doing taxes surprisingly fun. Their knowledge, professionalism, and dedication to answering all your questions sets them apart. Highly recommend for a stress-free tax experience!

Juan and his team are truly consummate professionals. Not only did Juan save me a ton of time, headache and money, but he also took great care to explain every step of the process whenever I had questions. He was always highly responsive and easy to work with. This is my second year filing with his team and I have already recommended him to friends and family who I know will be equally happy! Thank you, Juan!!

Juan and his, colleagues are very knowledgeable in tax preparation will give you the greatest rates great Place great people to work with they make you feel like your family 20 stars

Juan helped me out and he was extremely prompt and professional. This was my first time with a new tax preparer in many years and I feel Juan was EXCEPTIONAL. If you call make sure you ask for Juan he will make your life way easier.

Great service! Very professional and friendly. My fee has been consistent for the past 10 years. Thank you Tax Service Express for the great quality work each year!

Hands down one of the best experiences filling taxes. The new office location is simply breathtaking. Super professional and clean! No more stinky couch and random dog running around. I wish Berry all the best! However, more success to my man Juan and the queen of taxes, Ms. Karina!

Really impressed with this business! Facilities are new and clean. Booking process online was super simple and provided reminder e mails and text messages before my appointment. My preparer Karina was professional and efficient. The entire process took less than an hour. Affordable price. These guys are great and I highly recommend them.

Juan and his team are very professional and knowledgeable. I've been a client for 15+ years.

They do a good job on your taxes, if you need any business right now, they do a wonderful job doing that. I had a good experience here, and you will too.

I have been with Juan for about 10 years. Him and his team are always so hopeful and very knowledgeable. Thank you guys.

Hands down the best place to get your taxes done! I have been going to Karina for years and refuse to go anywhere else. Highly recommend!

Juan was great, meticulous, fast, and gracious. Put my refund to the max. Thanks juan.

Very happy with your service Great job on My tax Never going anywhere else ?? 5stars

Very good and knowledgeable on what they're doing. Karina has answers for everything. Good job!

Great location clean place Very knowledgeable on tax preparation fast and easy in and out great experience thank you very much

Done ? my taxes with Juan since 2010 wouldn't go anywhere else great services.

Great service, used them the last 4 years

Thank you very much Love your service

100% recommended very knowledgeable on tax

Still waiting on a return

(Translated by Google) Highly recommended Quick and easy Got a good return (Original) S?per recomend? R?pido y f?cil Got a good return

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.