*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
15428 Civic Dr Suite 230
Victorville, California 92392
I paid victor leos to file the rest of my divorce over a year and a half ago. He told me he filed my default judgment last year and didn?t then after fighting to get a hold of him for months he said he did it. I have been waiting for 6 months to hear from the court about when my divorce will be finalized. I just found out that it again was never filed he had already taken my payment and is not answering my calls or emails.
Highly recommend services from the Legal Doc Shop by Leos and Associates. Victor is an amazing paralegal who handled my case with such professionalism. Any time I had a question, Victor made himself available. Victor is sincere and knowledgeable, he cares very much for all his clients. I will be referring everyone I know to the Legal Doc Shop by Leos and Associates.
Victor Leos is my Go To person for all my legal needs. . My divorce case was easier than I expected and he made he feel comfortable with all the details and legalities throughout. He provided recommendations and offered great advice. The prices are reasonable and I couldn't be more happy with the service and product. :-) :-)
I took my mother in to see Victor for estate planning and he was great. He is very knowledgeable and personable. He made my mother feel very comfortable in her decisions and that was important to me. His prices are reasonable, and he is very efficient. He not only prepared the documents, but he took care of the recording. I give Victor my highest recommendation!
Looking for a great place to get your taxes done or seeking some legal advice? Look no further. For the past 4 years, The Legal Doc Shop has been my go-to company for my tax and legal service needs. Their tax preparation fees are very reasonable and their turnaround time is exceptional and efficient. The Legal Doc Shop?s outstanding customer service has always brought me back to doing business with them; I reside in Orange County and utilize the Doc Shop. The staff is friendly and very knowledgeable in the
Victor made a difficult time in my life go a lot easier. I would recommend him to anyone who needs to do probate, buy a house, do a living trust, or any of the other services that he offers!
Have been using Legal Docs for many years now. Very trustworthy and professional. Mr. Leos truly cares about his clients and demonstrates it ever time. He provides a variety of services and is extremely knowledgeable in ever aspect of his business. HIGHLY recommended!
We have been using the legal doc shop for quite some time to handle various legal document preparations for us and I highly recommend their services. Truly great customer service and communication from experienced professionals. They were very helpful in assisting us to resolve our case and were very patient, understanding, and overall very willing to explain different solutions to solve our case. Will continue to use their services in the future!
The Legal Doc Shop is right across the street from the courthouse. Victor is extremely professional and efficient. I would highly recommend for any legal or tax documentation services.
V?ctor has one of the best lawyer services in all of the HD 10/10 I will definitely be coming back to him in the future!!!
Highly recommend. Victor helped me so much. It was so easy, he took care of everything. He?s awesome.
They will do there absolute best and very kind.They will try to get everything in your favor
(Translated by Google) Very bad customer service receptionist lady was really RUDE and Victor Leos was also very RUDE and offensive called spanish speakers stupid! while both of my Spanish speaking parents were right outside his office. I said something to him and he got aggressive and kicked us out! Said he didn't need our business. This place is not professional, this guy Victor Leos said that those who speak Spanish are stupid while my parents who speak Spanish were there, I said something to him and he
(Translated by Google) Very professional in everything he does, very committed to his work, I recommend him 100 percent with my eyes closed, he has my complete trust and I will be eternally grateful! (Original) Muy profesional en todo lo que hace, muy comprometido con su trabajo, lo recomiendo cien por ciento con ojos cerrados, tiene toda mi confianza le estar? eternamente agradecida!
(Translated by Google) . Such a professional legal. And bilingual. Thank you ?? (Original) . Un legal tan profesional. Y biling?e . Gracias ??
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.