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Tax Systems

Tax Systems

Reviews Summary

The majority of reviews are highly positive, praising the tax preparer's professionalism, expertise, and friendly service. Many highlight his ability to explain processes clearly, offer valuable advice, and maximize returns. Long-term clients appreciate his consistency, bilingual support, and fair pricing. A few negative reviews cite poor service, disrespect, and high costs, but these are outliers. Overall, he is widely recommended for his reliability, knowledge, and welcoming atmosphere.

About This Listing

Bookkeeping
Accounting
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Startups
Individual Taxpayers
Multi-state Experience
Remote Services
Bilingual Services
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
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Startups
Individual Taxpayers
Multi-state Experience
Remote Services
Bilingual Services
In-person Support

Contact Information

Address

7025 Monterey Rd STE 130

Gilroy, California 95020

Visit Website Call Now Get Directions

Hours

Sunday 11AM-5PM
Monday 9AM-8PM
Tuesday 10AM-8PM
Wednesday 10AM-8PM
Thursday 10AM-8PM
Friday 10AM-8PM
Saturday 11AM-6PM

Customer Reviews

I was reffed here by a friend and I have to say the experience was great! Louie Pacheco was the gentleman who helped me and my wife. He was able to answer any questions that we had and get us back more than we anticipated at a fair price. Overall, we were very pleased with our experience and will definitely be referring him to all of our friends and family as well as going back next year.

I felt a little nervous filing taxes by myself this tax year but Luis made me feel welcomed and comfortable. He explained everything to me, gave advice and just like that, we were all finished! He definitely made taxes not scary. He is someone you can trust :) The atmosphere of his office was calm, the woman at the front greets you with a kind welcome! I definitely recommend Luis. Thanks again! See you both next year

I recently had another great experience with Luis and I couldn't be happier with his professionalism and attention to detail. I have been a client of Luis for 4 years now and every year he has consistently provided me with excellent service. Luis truly puts his clients first and always has their best interests at heart. He?s always available to answer any questions I have and provide guidance on tax-related matters. I appreciate his personalized approach and his willingness to work with me to ensure I recei

I have been doing my taxes here for about 20 years! I have always had a great experience with Luis Pacheco and his team. They are friendly and professional (se habla Espa?ol). The office is always clean and organized. Cost is reasonable too. Highly recommend them! I read 2 negative reviews (both from 4 months ago and without the person's name) which could be the same person trying to ruin their reputation for whatever reason. There is even a picture of a real messy and disorganized office with paperwork al

First time filing taxes here and definitely won?t be the last time. Waited last minute to file taxes, I gave them a call and right away Luis was able to accommodate me with a time frame same day. On top of that, his team is very professional and you can tell right away they love what they do. They know what they are doing and they provide you with great tips. If you are looking for somebody to file your taxes, you are in the right place. You won?t regret it.

first time filing my taxes here. Louie was a great help with a great attitude and proud to help and answer any questions i had along with advice. Definitely recommend filing with him.

I love going here, Louie Pacheco always takes great care of not only me but my whole family. We've been going to Louie for about 4 years now give or take a year and he has done nothing but provide us the best. He is very professional and makes sure you understand the process. Also, he speaks fluent Spanish so if English is your second language and Spanish is your primary he's your guy. I highly recommend this place.

1st time coming here, Luis & his son were both very friendly, knowledgeable & helpful. Answered any questions me and my husband had. They made sure we get back as much as we could. Will be going back for next year's taxes.

Hi everyone I been going to Luis for about 5 years, before coming here I was going somewhere else and I was told I couldn?t report my miles for work and many other credits that I was legally allowed to file and claim. Luis is very professional and knowledgeable business person, I know I can call him anytime and leave him a message and he will call me back as soon as he gets an opportunity.This is my experience and, others that I have referred to him.

I had a very good experience being here. Luis Pacheco, he was patient ,nice and very accurate with my paper work his office was clean and smelled good and his beautiful mother was so sweet and kind thank you Mr. Pacheco for giving me such good advice and business

I have been going to luis Pacheco for 13 years he is an amazing tax guy! He fast and everything is done with the feeling of family if I could give 10 stars to him and his tax office I would I recommend going here for your yearly tax needs.

First time filing taxes!!Luis was very friendly and time conscious with the process and he did a great job explaining every process and document involved. I will definitely be going back!!

Great service. Fast and convenient. Preparer is very well informed and has helped me for 3 years now. Prices are not a rip off like bigger corporations where they charge almost more than what I get back.

WOW!!! Such bad service from this SO CALLED TAX place!! He will talk to you with such disrespect, thinking he knows everything??He needs to be audited by the BOE and the IRS himself! These kind of people with such a high horse, that think THINK they are better than the rest of citizens in this country, need a correction from the Services offered to citizens such as us!! He needs to get audited by officials to see if this business is legit! DO NOT GO HERE YOU WILL REGRET YOUR VISIT!!YOUR TIME,AND THE CRAZY

0 Star Not even worth typing not alone talking about this place!! Very expensive and you don"t get what you ask for! He does not listen to clients. He does things his way. not always his way is the correct way?

He is super knowledgeable and always has our best interest. He has helped us with many different types of taxes. Highly recommend.

Friendly, professional, reliable. Been a client for 14+ years and am very happy with the services.

Great service and knowledge always.

(Translated by Google) Luis Pacheco, the best tax preparer, I recommend him because... I did my taxes in San Jose but I always had a lot of problems and they did an audit and he helped me with that and even got me money back and I always do them with him. He is the best. I have no longer had problems. He does everything very well. He has a lot of experience in doing taxes, number 1. (Original) Luis Pacheco el mejor preparador de taxes yo lo recomiendo porque ... yo hacia mis taxes en San Jose pero siempre

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.