*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.*
8900 Benson Ave K
Montclair, California 91763
First year going there pleasant experience. Said get my refund. In about. 3. Weeks. Sure enough. Very pleased.
Been coming here for about 10 years now always fast and professional.
Been calling for months now . No one ever answers . They're fast to take your money but not fast to help you with problems. To this moment I'm still waiting for a call back . Update . 8-19 No one still has called me . I have left text messages from July 31st and no one still has called me back . Just once did I get back to the front desk and was told someone will call me back and no one ever did .
The best guy I've ever done my taxes with! Jean Claude is the guy to see! He doesn't rush you and takes his time with you to make sure you are satisfied. I'm definitely a loyal customer now ??
Professional staff! Always happy with my taxes done here! Great customer service. Helped me with my property tax and with my stocks! Thank you guys
Very kind sweet people. Where supper helpful and understanding of my situation! Have never been helped as much as I had been here! Arianna was supper sweet and manners where incredible! Truly have never been helped and treated by any other tax place such as this one.
I've been coming here for years. I trust no one else to do my taxes., They are very professional. I am always satisfied. If I don't understand something they are very patient and answer all of my questions. The receptionist is very friendly and always great you with a smile. They are awesome. I highly recommend them
This is the best tax place I have ever been to. I've been with them the past 6 years. Never had any problems. They are very accommodating. I just love them and the family atmosphere.
My husband and I have been going to Torres Income Tax for about 3 -4 years, Everytime we go we never come out disappointed I appreciate great customer service and always feeling welcomed. I also thank Yiliana so much always goes going beyond to give us great results. I highly recommend =)
Been doing my taxes here for roughly 5 years now. There's a reason why I keep coming back each year, I am someone who always has lots of questions to ask and Jeancarlo has always been very professional and patient in responding to each and every question. He definitely takes his time with each person in order to make sure you are taken care of. That being said, it's hard to get the same kind of service that I get here anywhere else and that is the main reason why I keep coming back plus I have gotten bigger
I have been coming here for the past four years now. No problem what so ever. Very helpful staff, brought my dad in back in 2015 they got oddited and they helped out went back fix what needed to be fix with greatly manners. I have told my siblings and in laws about them theyve tried them and are very satisfied as well. Torres Income Tax, thank you for your services and for honesty work greatly appreciated!!!!!!!
I most definitely recommend Torres Income Tax, exceptional customer service, very knowledgeable staff and just a great experience overall. If you don't see JC or Yli you are at the wrong spot !
JC and Ylianna Torres are the best! I always get my income tax return faster than I anticipate. And not to mention they get me top money. Really great and friendly people to work with. Would highly recommend them to all my family and friends. Thanks again guys!
The first time that i did my taxes here was about 5 years ago, and it was to fix an error on behalf of another office. Not only did they resolve the issue and i didn't have to pay money back, but they have been my go to tax office ever since. It is hard to find a trustworthy office where they make you feel conformable, and satisfied. If you are searching for a Tax office to do your Taxes, this is by far the best! Beyond THANKFUL for their assistance these past years. THANKS TORRES INCOME TAX :) !!!!!!!!!!
I definitely recommend it to anyone looking to do their taxes. I had an amazing experience, they were friendly, they listened, acknowledged, and gave me the most money! I will definitely come back next year! Ask for JC....he's the person that helped me ????
If you're looking for someone to prepare your taxes professionally, correctly , and in a timely manner- I highly recommend Torres Income Tax. JC and Yilana Torres, are very knowledgeable, trustworthy, and provide some of the best customer service I have ever encountered! I will definitely be coming back this year, and years to come.
Very bad . No one answer to clear why tax was late. Suddenly, I knew that issue with my case, but no one tells me early to fix that. I'm trying call then send email no one responds
I went in this past weekend and signed in the sheet. Sat down for 20 minutes. Nobody acknowledged me. Nor Said hi or be right with you. I know they saw me as they looked up. A simple welcome would help. So I got up and walked out disgusted.
They are very nice, polite, and respectful. Make you feel comfortable and are more than helpful with anything you need. They do there best to get you the most money you can get and the best deals! I highly recommend!
Excellent service! Second time filing with them and now a forever client. I appreciate how all tax/filing information was explained. Had a very personal experience. Highly recommended!
Went and got my taxes done for the first time with Jeancarlo, he was super knowledgeable and was very helpful in answering all of the questions that I had regarding my taxes. Will definitely be back next year!
Been coming to this place three years now. First year I had a problem JC helped to resolve it and did what he does best. Will be returning for my fourth year. JC is a very honest and polite person. Thanks again JC
Wonderful time there. They help me understand what I'm doing and how my finances are being handled. Wonderful customer service
Very happy with their services .
This is my 2 time coming to Torres income tax2 in Montclair California.They are so awesome jc(Juan Carlos ) is my tax guy & I couldn't ask for anyone much better he gets everything done I'm a timely matter & keeps me educated on things I need to know if I don't understand.this is a wonderful family tax business & I would refer & Recommend them to anyone so If you're deciding to find a new tax person our this is your first don't decide much longer cause this is the place to go????
This place has the best service and is extremely professional. They are always readily available to answer any questions. They really care about their customers and their satisfaction. Definitely recommend!!
These guys know what they are doing, they are the best tax preparers in the I.E. I recommend going here because they offer the best services to their customers. They are so kind and speak Spanish which is plus for the Latino community.
We have been filing our taxes with Torres tax for years!! I have referred some family members to them and have also been going to them now for years as well ! Helpful polite friendly people and always there to explain or help with anything you need ! Thank you !!!
If your looking for a honest and great work ethic, place to do your taxes this is the place I been doing my taxes here for 5years and they never disappoint me. Outstanding service??
This place steals money from you. Do not go here and file your taxes. They said they charge $150 for a regular short 1040 form. Turns out they ended up charging us $967.
2020 is my first year filling with Torres income tax and I can say I am very happy with there services there very friendly reasonable fees great customer service I will recommend anyone to do services with them I walked in happy and left even happier I will continue to do business with them...very great place
Great customer service. Jeancarlo went above and beyond to help me. I recommend this place. They are super friendly. Jeancarlo went over every detail and answered all my questions.
By far this is the best service and reliable ..great customer service and loved the fact they had food while we waited ...see ya next year!
great service, they help where they can, highly recommended been coming here for 7 years.
Very helpful and patient highly recommend and I will for sure be back next year ??
Loved lt excellent costumer
Been going here for years, love the service
Friendly and reliable service. Wouldn't go anywhere else.
Very friendly... splain all question with details....very help full...
Great place, knowledgeable staff fast and friendly
I totally recommend Torres Income Tax 2 ??
Very good and nice service
Respectful very professional
(Translated by Google) WARNING!!!!! APPROACH WITH CAUTION, My wife scheduled her tax return with Iliana and her Husband, They also have another location in Fontana, For starters my wife and I have 3 children and count on this time of the year just like everyone else, unfortunately they take advantage of the Hispanic Community my wife has noticed every year that her returns keep fluctuating? This year my wife filed on the 23rd of Jan 2017 she was advised that requesting the advance of $1000 was at no additi
(Translated by Google) A few ago. Weeks. I went. Do. Mis. Taxes. Y. Me. Mandarin. To verification. And. I went. That. Me. They will help and. No. Me. They helped. Only. Does. The. Taxes. Y. Se. They forget. That. Went. Do. The. Taxes. Never. More. I'll be back. Do. The. Taxes. Here. With them. Very. Bad. Service. Torres. Taxes. (Original) Hace unas. Semanas. Fui. Hacer. Mis. Taxes. Y. Me. Mandar?n. A verificaci?n. Y. Fui. A. Que. Me. Ayudar?n y. No. Me. Ayudaron. Solo. Hace. Los. Taxes. Y. Se. Olvidan
(Translated by Google) It says it's open and it's not true, it's closed. (Original) Dice que est? abierto y no es verdad, esta cerrado.
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.