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Toma Shady CPA

Toma Shady CPA

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, professionalism, and deep tax expertise. Customers consistently praise thorough explanations, timely responses, and stress-free experiences. Many note long-term satisfaction with both personal and business tax services, emphasizing honesty, attention to detail, and a personal touch. A single negative review mentions IRS issues due to alleged incompetence, starkly contrasting the otherwise flawless reputation. The consensus portrays a highly trusted, knowledgeable CPA firm with outstanding client care.

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

101 S Kraemer Blvd

Placentia, California 92870

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5:30PM
Tuesday 9AM-5:30PM
Wednesday 9AM-5:30PM
Thursday 9AM-5:30PM
Friday 9AM-5:30PM
Saturday Closed

Customer Reviews

I've been working with Toma Shady CPA since 2020, and I couldn't be happier with their service. Shady and his team are incredibly knowledgeable, organized, and always takes the time to explain things clearly?especially during tax season! They made what used to be a stressful process super smooth and stress-free for especially for our business. I truly appreciate their attention to detail and quick response to any questions I have. If you're looking for a reliable, professional, and friendly accounting team,

I can?t recommend Shady Toma CPA highly enough. They made the entire tax process smooth, efficient, and completely stress-free. Their knowledge of current tax laws and attention to detail helped me maximize my deductions and avoid any costly mistakes. They were incredibly responsive to all my questions, explained everything in a way I could understand, and filed everything on time without any hassle. I felt confident knowing my taxes were in good hands. In addition you always can depend on them to finish y

Over several years of my career and personal finances , I was searching for the right CPA to manage my accounting and tax service needs. I was so blessed and satisfied to find Mr. Shady Toma who has provided excellent professional and caring services. Amazingly all his staff have provided high quality service and absolute kindness. Mr. Toma and his staff gracefully made the accounting, tax and financial services a pleasant and positive experience for me with their commitment to achieve excellence at all a

I can't say enough great things about Toma Shady CPA! Their professionalism, attention to detail, and deep knowledge of tax laws and financial planning have been invaluable. They made what used to be a stressful process feel seamless and manageable. The team is responsive, patient, and always goes above and beyond to ensure my questions are answered and my needs are met. I highly recommend Toma Shady CPA to anyone looking for trustworthy and exceptional accounting services!

I always get the best experience when dealing with Mr Shady and his team members. Mr Shady is so decent and knowledgeable, i always learn something new from him in every personal encounter. The rest of the team are very friendly and professional. They attend my requests and emails in a timely manner that sometimes becomes impressive especially in the busy tax seasons. Thank you all for your help throughout the years, and looking forward for more business together.

Mr. Toma is extremely helpful and knowledgable. I've been filing both personal and business tax with him. Always takes his time explaining things thoroughly. 5 star.

Very professional, organized, and on time. Shady is always happy to discuss and answer all my questions.

I regretfully share my extremely disappointing experience with Toma Tax. Despite entrusting them with my tax preparation, they failed to fulfill their responsibilities. Not only did they neglect crucial aspects of my filing, but their incompetence has now led to significant issues with the IRS. Toma Tax exhibited a lack of attention to detail and failed to provide accurate and thorough assistance. The consequences of their inadequate service have left me in a precarious situation with the IRS, resulting in

Mr Toma was recommended to us by a friend who has been dealing with him for many years and was always satisfied. Our experience with this CPA office for a couple of years now is the same. Staff is courteous, professional and reliable. Environment is stress-free.

I have been with Mr. Toma CPA for many years. Everyone at this firm is professional and offer great costumer service. As a business owner like myself, I need an honest and reliable accountancy firm to work with. Many thanks, Vanity Limousines INC

We have been doing business with them for almost 10 years now and they have been by far the easiest to work with and will continue to keep working with them. All the employees are very knowledgeable and attentive.

Shady Toma and his team are the best accountant in town . They treat you like family and although they deal with big corporations , you still will feel the personal touch and personal care of Mr Toma and his team . God bless them

I didn't know this CPA before, but was referred to file my taxes through this office - it was a great experience! The entire process was smooth and efficient, the price was reasonable, and my tax return was much better than I expected. They worked diligently to get me the maximum return possible. Professional, honest, and reliable!

Best CPA in town, such a great service and customer experience I am never looking anywhere else. They are honest and give the best advise.

I have been working with Mr. Toma for many years. He is knowledgeable and their office provides a good service. Highly recommended!

He is very accurate, and doing what is the best for customer. You always find him when you need. I highly recommend him for personal or businesses matters

Hard to find an honest CPA .. but shady Toma office is an exemption.. professional and honest

Toma CPA office provide excellent and professional services. Staff are friendly and helpful.

Excellent services and very professional office. I recommend it to anyone in Southern California, whether for business bookkeeping or personal taxes.

Great staff & service thank you

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.