Tobi Li Marshall CPA, APC

Tobi Li Marshall CPA, APC

Reviews Summary

The reviews overwhelmingly praise the CPA's professionalism, expertise, and responsiveness. Clients highlight her thoroughness, ability to save on taxes, and personalized service. Many appreciate her patience, clear communication, and willingness to explain complex tax matters. Several mention she fixes prior CPAs' mistakes and provides valuable business advice. While one negative review cites unresponsiveness, the vast majority emphasize her reliability, reasonable fees, and strong client relationships. Small business owners particularly value her bookkeeping and tax planning services. The consensus is exceptionally positive, with frequent recommendations.

About This Listing

Bookkeeping
Accounting
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Real Estate
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
Financial Statements
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Real Estate
QuickBooks

Contact Information

Address

100 Barranca St #737

West Covina, California 91791

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Tobi has been my CPA for the last couple years. I have really enjoyed working with her. She keeps my books tidy, gives me great advice and is very patient with me because I ask a lot of questions. She is very accessible through email and phone and always gets back to me in a timely manner. I trust her work and would fully recommend her to others!!

Tobi?s Service is very personalize. She is the most responsible CPA that I have ever met. Her service is very fast and professional and she always answer my questions promptly. Highly recommend for small business owners who need someone to help with their financial needs.

Tobi is my CPA for my business and personal tax matters since last year. She is a very experienced CPA and definitely knows what you need and will provide the best solutions and answers to your tax matters. She is always available for her clients and I have great experience with her and highly recommend her.

Tobi is the best CPA I've ever met! She is so professional and so nice. I highly recommend her to anyone who need tax services. Believe me, she will never let you down!

Switched to have Tobi help out with my taxes this year and it was a well-worth investment! She was super helpful and knowledgeable with the deductibles that were unique to my situation (small business filing, loans and mortgages). She patiently walked me through different elements of my tax situation and helped optimize within appropriate filing guidelines. 100% recommend!

I had Tobi for my account for years, she was very professional but also with great patient that always help me to solve any accounting problem. I definitely happy that i had her for my company. Highly recommendation to the others if they are looking for someone with professionalism, friendly and quick responsible accountant and that must be her. She is really awesome!!!

I found Tobi?s CPA firm through CCYP search. I have worked with Tobi for the past two years. Tobi is very professional, knowledgable, efficient, and responsible. She helped me to clean up my company QB, and pointed out the areas that can help me save cost and taxes. Tobi and her team have made my accountant work a lot easier and smoother. So glad I found Tobi and I highly recommend Tobi?s CPA firm to anyone.

Tobi is doing great job when you need to have your taxes done or built your business. She is very knowledgeable and will always hear what you say. She is not only doing excellent job but also giving you advise to make the things better.

Tobi is very patient and nice accountant. Her office is in West Covina, California. She takes the time to listen to my needs and to understand my goals. She handles my store bookkeeping and always responsive to my questions. I've been offered help from other accountants and CPAs. But I will not leave Tobi because she is definitely the most reliable one. She also prepares my business tax returns and individual tax returns for my whole family! I appreciate her work so much!! I would love to recommond her for

Tobi is one of the unique CPA very different from others I worked with. She is very patient and willing to coach client, and helped me save REASONABLE taxes. This is very important, she gave very useful suggestions and not cross the line. She is the CPA that I would work with forever.

Tobi provides our AnT 3Dprinting company with very professional suggestions and services in S-Corp LLC registration, tax filing, and bookkeeping since 2018. Her price is very reasonable. And she is a very welcoming. I highly recommend her efficient and professional services.

I can't express my gratitude toward Tobi and everything she's helped me with. She has done tremendous work, making things happen I didn't think could. Tobi is by far the best CPA and I HIGHLY recommend her as your first and only choice.

Tobi is an experienced CPA. She cares about her customers and charges a reasonable fee. I felt very confident for her services and will highly recommend her to anyone who needs tax services.

I recently switched my CPA to Tobi this year and she's the BEST CPA I've ever had. Not only does she know all her stuff, but was able to help me not only save over $2000+ in penalities from my last CPA?s mistakes but was also able to work with my wife & I to help us reach our goals! I highly recommend everyone to use her or at least give her a chance, you will be very thankful. She's very professional, friendly, helpful & extremely knowledgeable and will help you find the answers you need!!

Tobi goes extra miles for her clients. My husband and I went back to Taiwan for our wedding reception. We were so worried about our tax. However, Tobi was on top of that, and also fixed the problem that was created by our previous CPA. Toni is the best CPA you can ask for.

Tobi is a person who provided good service with very reasonable fee. She is honest and always had me to do my tax better. I really enjoy her service and feel secure with it.

I came to Tobi for my tax returns and previous tax tax problems. She is so thorough that I ended up using her bookkeeping services. She is West Covina based and works with client in greater Los Angeles. I suggest you pay her a visit.

Tobi is very helpful with our taxes. She is really good at showing us where we are at in terms of taxes. She also helps us run tax projections. Her price is also very reasonable.

I knew Tobi in different business and I had no idea she is an accountant back then. After we start talking, she approached me with her business card. I asked her some questions about tax. And her answer was really genuine, also make ppl really comfortable. When it's tax season, I thought about her, and after the quote, to be frankly, it was not the amount I expected. But I think she charge for that amount has to be a reason. So I decided to give it a try. Other wise, it was a small amount to pay to know a p

Tobi is so patient with my questions and she is looking for every possible deduction to save me in taxes. She runs tax projections for me and no more surprise for me in terms of taxes! I highly recommend her.

Tobi is the best accountant i ever met. She is highly professional and client oriented. She always responded to my accounting questions in a timely manner.

Miss Marshall, Tobi is a true professional. she knew what I needed and didn't offer me any "extra" services that I didn't need. Her tax planning service saved me a lot of money! I am a very happy customer.

Great service! Tobi is very knowledgeable and always get back to me in a timely manner. I would highly recommend Tobi as your CPA and will come back for next year's return!

I found not only a reliable CPA, I found the trust I was looking for. Not only do they help you with the entire process, they fill you in with all the information needed & their attention to their clientel is remarkable. A truthful recommendation on my behalf! Great experience, will be doing my taxes again next year with them!

Miss Marshall is the best cpa I've ever been working with. Whenever I have the question regarding my tax return, she always responds back quickly and provide the satisfied answer . Recommend her cpa firm to everyone who need tax service .

disclaimer: I haven't been to the office, so the review is not about services provided. I had a question regarding my taxes and tried to reach them via email and scheduled an appointment on the website but did not receive any call back or reply. I don't understand why to have a tool and not use it.

Tobi is extremely professional and engaging! Highly recommend her services!

I'm glad and thankful to have found Tobi. Her professionalism is top notch

Best CPA firm I worked with. Very friendly to small/medium business owners. They help me solve all passed tax issues.

Great Service? Tobi help me with all my questions with great patience and professional knowledge? 5 Star Service.

Smart, eager, beautiful, diligent and fun to work with. You can't find anyone better or more professional. Trust me.

Excellent CPA, always do a great job, I would recommend to anyone who is looking for an accountant

Very professional!Excellent service! Would recommend to anyone who needs accounting or tax services.

Tobi is awesome, highly recommend!

(Translated by Google) This accounting firm is great. They are patient and meticulous in their customer service, and can handle customer matters in a timely manner. They also provide professional guidance and suggestions to customers! They help solve customers' tax problems! Thank you! Thank you! Recommended???? (Original) ?????????????????????????????????????????????????????????????????????????????

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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