*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.*
1151 W Robinhood Dr Suite B-7
Stockton, California 95207
I always come here for my yearly Tax needs. They remind me what more I need to bring as well. I filed my citizenship with their help as well. Love their work ethic and also how they care for you as their customer. Will always come back here every year. They also have their plane tickets here. Good prices for their services. Def recommend!
I've been going to UNICA Tax Services for years, and every time, they've consistently impressed me with their excellent customer service. The team is incredibly friendly, knowledgeable, and always makes the entire process of filing taxes so much easier than I ever expected. They take the time to explain everything clearly, ensuring I feel confident and informed. I truly appreciate how easy they make the whole process and can't imagine going anywhere else! Highly recommend their services.
Had a very thorough explanation regarding tax filing, attentive to any questions that's being asked and most importantly, utmost patience to give several options to the customer. Highly recommended to our family and friends and they have the same good experience for so many years. Our heartfelt gratitude to Elmer and the entire Unica team for all the years of service!
Elmer was very helpful and knowledgeable. He was proactive towards explaining our taxes to us and gave very sound advice. I will definitely return for his services next tax season.
My family and I have used their tax services for many years now. Mr. Tablante and his team have served us and other referred clients well and ensured we get the maximum tax breaks and refunds. I highly recommend their tax services.
Excellent Customer Service. I have been coming here for the last 5 Years. Both Salida and Elmer always tends to my questions or concerns. If I could give more than 5 Stars I definitely would!! If you need taxes done this is where you NEED to come ????????
I came here for a Live Scan and Benito had such great customer service! Quick and efficient but also a great conversationalist. Definitely recommend this location!
Our family has been using UNICA Tax Services for 6 years now. Reliable, Fast and Affordable services. Highly Recommended!
Always great service. Have been getting my taxes here for 3+ and also utilized their livescan service last year. Would recommend!
I got my taxes done here, very helpful and kind. It's family owned. Not to expensive. I do recommend here.
They're really nice, helpful, and fast with getting my taxes filed. Would definitely recommend coming here for tax services!
Love this company. Very professional, very fast, efficient, reliable and reasonable. My 2 year now working with them. I'll be back next year.
Dangel was very great in quality customer service. Everything was done fast & easy. He helped us understand the numbers.
I absolutely love their service. I would go back here to file my Tax everytime. I would recommend it for you.
Highly recommend! Great customer service. Fast and easy taxes!! Will be coming back next year!
They provide great customer service. Are very prompt and take care of your taxes the correct way. Very welcoming and office is clean and organized
Unica Tax Services were of great help during my tax preparation. Elmers expertise is of great help in any area that is needed. I would highly recommend them to anyone.
First time filling my tax here! Great experience! Very nice people to work with. Very professional! ??
UNICA Tax services is the Best. My whole family have been using their services for years. Fast and accurate. Highly recommended! Thank you UNICA Tax and services.
BEEN GOING TO UNICA SERVICES FOR MY TAXES FOR ABOUT 5 YEARS NOW. THEY ARE VERY AFFORDABLE AND HELPS YOU GET AS MUCH AS U CAN GET IN UR INCOME TAX. ?? WHICH HELPS ME ALOT CONSIDERING NOW I HAVE A NEW BORN BABY. I RECOMMEND TO GO HERE.
They were very helpful! I always come here every year to do my taxes and I am never disappointed :)
Been going to Unica Services for years. Service has always been amazing. Would highly recommend to anyone looking for excellent service.
I recently had the pleasure of working with Unica Tax Services, and I couldn't be more impressed with their expertise and professionalism. I highly recommend Unica Tax Services for anyone looking for reliable and knowledgeable tax assistance!
I've been come here for The past four years to get my taxes done, and I always get the best Tax return with Unica Tax Services I would not go to anyone else
Came to get my taxes done here took me in last minute without an appointment. Overall great service.
Great services and nice people! Would recommend having your taxes done with them!
Very helpful people my parents have been going to them for awhile since I was a kid definitely would recommend
Very helpful and understanding, Elmer was very but very delightful to work with Made everything very simple and joyful Will recommend anyone 100%
My mother and I have been coming here for years and they're always so nice and helpful!
Have been doing my taxes with Elmer for years always so fast, helpful and efficient!
I come here all the time, and I always receive a great service and experience!
Unica has been doing my income tax return since 2010.. very helpful and kind people, my family are very pleased with their service..
Ive been going to Unica group services for my taxes and they always help me. Everytime i have a problem with my taxes they always help me
Nice & kind staff . Great experience with unica tax services. Highly recommend for everyone.
Very quick process and nice people. Will definitely be coming back!
Great customer service and very helpful information for our business.
Fast and smooth transaction. Highly recommended and will definitely come back next year ??
I recently used Unica Income Tax for my tax preparation, and I had a great experience.
Good Service, Friendly, Affordable price, Always with a good smile,the Best Tax Preparer
Great service! Definitely come here every tax season!
Very professional and holds pride in what they do. I recommend them to anyone who is in need of a great tax expertise.
Friendly folks here along with great service pleasure to be back in business with them
Very quick and effective! I've been to this place for 3 years in a row now.
I've been coming here for few years now and still the BEST place to do taxes.
Fast service was in and out within 40 mins of stepping through the door ??
Very accomodating and fast service, they answer all the questions pertaining to tax.
Efficient and accurate service with respect. I will always do business with UNICA Tax services.
Very accommodating, detailed, helpful, and fast service. Very recommendable !!!
Tax experience was fast and easy to understand. Will be coming back next year.
Very professional and helpful with detailed explanation. Willing to help on any questions.
Been going for years!! Good services :)
Great service. Easy and fast process
Love how they work efficiently and are very welcoming!
He is very professional and friendly. Highly recommended.
Very friendly , very helpful . 10/10 recommend
Been coming for years, great service!
Been coming to this business for years and will continue to. Above and beyond!
Awesome service ! Thank you Zenaida !!
They are very good and working very well
Staff are very accommodating and affordable
They are very quick and informative.
I came to Elmer's lovely establishment for finger prints. Found out he does taxes due to the fact I don't own anything yet I was just your basic filer. Very very reasonable price . I would continue my business with unicaservices.
Very detailed and showed expertise on tax
Easy, straight forward, fast services
Great customer service
Great service and people
Amazing expertise and experience very good service
Quick fast and simple:)
Very good experience
VERY NICE PEOPLE TO WORK WITH!IT ONLY TOOK 1 HOUR TO FINISH OUR CITIZENSHIP PAPER WORKS !
Great Service Experience .
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.