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Tax365

Tax365

Reviews Summary

The consensus from reviews highlights exceptional service with consistently high ratings. Customers praise the company's professionalism, efficiency, and friendly staff, often noting years of repeat business. Key strengths include quick, accurate tax preparation, a welcoming environment, and knowledgeable experts who simplify the process. Many emphasize strong trust and loyalty, with frequent recommendations due to the stress-free, reliable experience. Clean facilities and fair pricing are also mentioned. Overall, the company is regarded as a top choice for tax services.

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

720 N Archibald Ave c

Ontario, California 91764

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-7PM
Tuesday 9AM-7PM
Wednesday 9AM-7PM
Thursday 9AM-7PM
Friday 9AM-7PM
Saturday 9AM-7PM

Customer Reviews

I have consistently experienced excellent service for my tax preparation at this establishment. The process is efficient and the staff is not only friendly but also highly knowledgeable in their field. They are dedicated to ensuring that your taxes are completed accurately and promptly. I have no intention of seeking services elsewhere and wholeheartedly recommend their expertise!!

I had an amazing experience with Tax365! They handled my tax preparation with incredible speed and accuracy while also taking the time to discuss future tax planning strategies. Their service went above and beyond my expectations?super convenient, highly professional, and extremely efficient. I appreciated their clear communication and dedication to making the process as smooth as possible. If you're looking for a tax advisor who truly cares about your financial well-being, I highly recommend Tax365!

I can write a book about this company, they are amazing!! My family and I have been getting our taxes done plus more for YEARS, and I refuse to go anywhere else. They will definitely take care of you, everyone is nice friendly it's a family type setting. It would be a understatement if I said I love them?? I definitely have a favorite #Sipan is the best

I have been seeing Sipan for my taxes for the last 7 years and I get very stressed for taxes and he is so calming and professional that he makes the process easier. He will take the the time to work with you and find all the ways that he can professionally help you through the process. He's the best!

Sipan Taha and staff at Tax 365 are amazing. I've been coming to Sipan for the last 8 yrs. Knowledgeable, accurate, and most of all trusting. Great consistency in friendly customer service the whole staff displays.

Incredible service here! They go above and beyond to meet your needs and to help you understand the process so you really feel that you are making the best decisions for yourself. Would highly recommend them to anyone looking for someone to work with for years to come. Just incredibly happy with my experience.

Tax365 is a great company. I have been going to them for many years. They are extremely helpful, friendly, and efficient. Anytime I have questions they get back to me promptly and are very helpful, and are ready to answer any questions I have. I would definitely recommend them to anybody as I also recommended them to my family.

For more than 8 years Mr. Sipan?s professionalism, efficiency and extensive taxes knowledge have been a great help to our family in tax season. I really appreciate that filling our taxes with him is a stress-free process.

????? Working with the Tax364 team was a fantastic experience! They provided highly professional, reliable, and attentive service. They meticulously handled the tax processes for our company, Sala Muzik, making everything smooth and hassle-free. We received clear and prompt answers to all our questions. I highly recommend them to anyone looking for a trustworthy tax firm!

HIGHLY RECOMMENDED! I've been filing my taxes Sipan for the past 5years, he makes me and my family feel real comfortable make it easiest to file our taxes very professional always answers our questions and phone calls Thank you for being really professional keep up the work

?????????? HIGHLY RECOMMENDED! I've been filing my taxes with Mr. Sipan for the past six years, and his professionalism, efficiency, and extensive knowledge have always impressed me. If you're looking for a reliable and knowledgeable tax expert, I highly recommend his services!

I have been using their tax services, and they are impressively quick, well-informed, and very friendly. Their expertise is evident, and I trust their skills completely. I wouldn't consider going anywhere else and highly recommend them to others!

Highly recommend this tax office!!! This is my second year working with Sipan and he's been nothing short of amazing! He's extremely patient, helpful and will answer any questions you have!! Don't think about it, just come here!!!

I have been tied to Tax 365 for almost 5 tax seasons. Sipa is Faithful to his clients and always professional and Courteous. If you need guidance to see ?? you through your tax issues, Tax 365 is your place.

Literally the best tax place hands down. Sipan has been my go to for the last 10yrs. Honest, fast, and efficient. Totally recommend.

Sipan is excellent! Been going to him for years and he is a professional. Highly recommend him if you want to get your taxes done.

One happy customer forsure! Everyone was super kind and professional. Big shout out to my tax guy Sipan! Outstanding service! Highly recommend!

Sipon is my tax man, and he is the man to go to regarding all tax matters. He is very informative and I have never had any issues. If I could rate him 10 stars I would. (:

Jazmine n Sipan are amazing. They are friendly, efficient, prompt and accurate. Definitely will continue to be a faithful customer!! Thank you Tax365

I been getting my taxes done with Sepon for a couple years now and plan on to continue service with him he responds within a reasonable time frame very polite and helps in any way he can Thank you for everything

I highly recommend TAX365 for everyone to do their taxes. Thank you TAX365. THE BEST!

SiPan is the man! He got my taxes done quickly and efficiently. Highly recommended if you want your taxes done the right way and fast!

Their services are exceptional. They are efficient, professional, and remarkably friendly. I highly recommend them to others!

I have been going here for over 10 years. Very nice people and fast efficient service. Highly recommend!

They do their job in a very polite, caring and practical way, people like me who will pay taxes for the first time will definitely not regret it.

I've been going here for over three years. The staff is very nice, and the service is fast and efficient. Highly recommend!

I had 6 years of back taxes I needed to file. They made it a great experience for me. Was quick easy and affordable!

Best tax place hands down. I've been doing taxes with them for years. They're very responsive, helpful and honest.

I have been doing my taxes with Sipan since 2015 he is a really great guy.

These guys are absolutely amazing at what they do I have been using them for the last 6+ years and always have had no issues filing my taxes they are very accommodating and efficient. Don't plan on going anywhere else

Almost 4 years I'm doing business with tax365 they are amazing I recommend to everyone quick and easy perfect !!!!!

An incredibly caring and very professional company. I have my taxes done by them every year. I highly recommend it.

Been coming here for years, Brian is very help and knowledgeable. The staff is super friendly as well

Super great service! Sipan made it so convenient and easy, 10/10 recommend

Thank you Mr.Sinpan for your Honesty and great Tax service always helping in the best way possible. God bless

Very respectful, intelligent, individuals clean fresh environment, restroom very clean everyone very polite very good prices excellent hours

Hello just wanted to give a great review they made my tax filling process so much more easy and I appreciate you all

Went into the office to speak to tax preparation and got the best service and it was fast very grateful for the help

Ask for Sipan! He is amazing. Super calm and assuring.

Been this place last 6 years , never had any problems and fast service. Quality work pays off

Always getting the job done quickly and efficiently, I have been a customer for 5 years, and I will continue to bring my business here!

10+ years doing business with these guys very professional and knowledgeable, they make the process quick and easy.

Love the place they been doing my tax?s for a long time and help me fix my credit

He very professional and fast will do business with them again

Amazing service & staff, Keep up the great work ????.

Great experience went into office staff was so nice and helpful . Thanks again

Great place to go and do your taxes their very welcoming and very efficient.

Best tax place hands down ,great people ?

Love this place! Always receive the best and quickest service!

Great tax business! Sepon is great!

Great people, fast service!

They are very quick and friendly.

Very great business!!

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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