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Techno Tax & Consulting Services

Techno Tax & Consulting Services

Reviews Summary

The consensus from reviews highlights exceptional service with consistent 5-star ratings. Customers praise the professionalism, prompt responses, and detailed explanations provided during tax filing. Many have used the service for years, appreciating the accuracy, timely reminders, and hassle-free experience. The team is described as knowledgeable, courteous, and approachable, with a strong focus on customer satisfaction. A few note minor limitations with complex tax scenarios, but the overwhelming majority highly recommend the service for its reliability and expertise.

About This Listing

Bookkeeping
Accounting
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks

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
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks

Contact Information

Address

9716 Bloomfield St

Cypress, California 90630

Visit Website Call Now Get Directions

Customer Reviews

Excellent Service!!!! and Quick Response. We have been filing our Taxes with Techno Tax & Consulting Services from the past 3 years. We are very satisfied with services provided by them. Maheswari is very professional and courteous, she is very good in explaining in detail about the tax filing and returns. She will answer to your question about Tax filing. Her answer will be very much detail. She answers to all my calls and tries to give the best possible solutions on my taxes. I would HIGHLY RECOMMEND her

I have used Techno Tax services for my tax return this year . Maheswari was timely and professional prepared my individual tax return. Quick responses and through attention to all questions. Overall, very satisfied with the experience. I would highly recommend her to anyone in need of top-quality tax preparation services.

I have been filing my taxes with Techno Tax & consulting services from last 6 years .Best experience and 100% satisfied with the services. Maheswari is very knowledgeable, systematic, prompt and punctual. Highly recommend Techno Tax & Consulting services for Quality, Value and Professional work they offer on your taxes

I have been getting my taxes filed through Technotax since 2013. Maheswari has been very meticulous at collecting all data that helps me get a good return and also suggests steps to do for the next year to get a good tax return. Through years of association Maheswari and her team of professionals have become an integral part of my tax filing process. Absolutely love the hassle free tax filing experience.

Techno Tax & consulting services has been offering me an excellent service for the last 5 years . Maheswari has been very courteous. She is an efficient and knowledgeable. She is customer friendly, understand our queries and provide us the solutions for the same. Great going. Keep it up.

Great Service!! I have been filing with Techno Tax from past 5 years. Makes tax preparation quick and easy. Highly recommend to contact Maheswari for any tax consultation.

I have been filling my tax with Techno Tax Team from 2014. Especially with Maheswari, she is very good in explaining in detail about the tax filing and returns. She will answer to your question about Tax filing. Her answer will be very much detail, so that it will makes you to understand and provides you a clear idea. Who-whereas, I would highly recommended Maheswari as a very good consultant for filing your taxes.

I have been filing my taxes through Techno Tax for the past few years and I highly recommend them. Maheshwari is very professional and prompt in answering any questions related to tax filing. I highly recommend Maheshwari to anyone looking for a Very Good tax consultant.

If you are looking for sweet talking lady who can vary tone based on if you are first time customer or you don't have alternative, you have come to right place. I did my tax filing for 2 years with Mageshwari, on second year not only she was rude answering basic questions and they do not like to handle complex tax situations. Its easy for her to make money from first time filers, whose w2 is straight forward. Once you plug in any offshore account, not only her knowledge was limited and they can be misleadi

I've been filing taxes using TechnoTax for few years now. I'm very satisfied with their service. They are professional & diligent. They also respond quickly to any questions you may have. I highly recommend TechnoTax!

I was referred to techno tax by my friend and I did my tax return filing with help of Maheshwari. She was very clear on explaining and gathering the required information. She helped me out with an issue related to my tax return for this year. The special factor is, she explains with all possible scenarios that could happen, instead of just answering to the requested point or providing the data. Understanding the issue, gathering the complete background of the issue are the main factors, which she did per

We have been filing with Techno Tax & Consulting for the last 5 years. Maheswari is quick to respond, very professional, detailed, and I would highly recommend her.

They have been filing my taxes for 6 years now . They are very professional , give me timely reminders about my tax filings, i have never had any issues with them . They are always very approachable and prompt in their responses to any my queries. will recommend them to anyone requiring help with their taxes.

I have been using the Techno Tax services since last 4 years. They have good knowledge, approachable, timely tax filings each year. I highly recommend using their services.

I have been filling taxes with techno tax from 2 years. I am happy with the service. Maheswari is very professional in filling taxes.

I came to know about Techno Tax & Consulting services through my friend and I have been going there every year since. Their service is fast and affordable. Everyone is very nice, polite and attentive. I highly recommend them.

I have been filing IRS tax with Techno Tax & Consulting Services from past 4 years. The support and filing process is very good.

Magi is helping us file our taxes for the past 2 year. Apart from the tax file she also helps us clarifying our questions. She is a go to person for us when comes to tax filing and advices.

Magi is absolutely amazing with Taxes. I have been a loyal client for many years and she goes above and and beyond every year!!! I would highly recommend her.

I have been filing my taxes with Techno tax from 2014. Very quick at responding and very professional!. Highly recommend their service for tax filing.

Hi this is sangeetha Rajendran I filed my last year tax with Magi she is very professional , to the point, straight forward , kind and good approach thanks Magi for your kind words and you doing a great job HIGHLY RECOMMENDED ??????????

I have been with Techno Tax since from 5 years also. They are very good in filing accurately and explain the things properly..

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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