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Valencia Tax Service

Valencia Tax Service

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

1025 S Santo Antonio Dr

Colton, California 92324

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 11:30AM-6PM
Tuesday 11:30AM-6PM
Wednesday 11:30AM-6PM
Thursday 11:30AM-6PM
Friday 11:30AM-6PM
Saturday Closed

Customer Reviews

Absolutely love Suzy and all her hard work and patience with us. She does a phenomenal job on our taxes.

Was referred by a coworker to Suzanne. She was booked up, so they referred me to Martha. I said i needed someone knowledgeable of railroad and they assured me she was. She is not! I am Still waiting to hear back from Martha on my taxes! Had an appointment on April 16 and needed to send additional paperwork. Emailed the paperwork to her and haven't heard from her. I've called and left several messages for her and she has yet to get back to me. Go elsewhere for your tax needs

The first time i completed my taxes here, Martha helped me and it went great. Fast and friendly customer service. I contacted her on Jan 19 and asked if she could help me this year with my taxes and she said yes, i sent her all my information and on Feb 4th she asked my to call her. I did but no contact with Martha. Since then i have been trying to talk to her about my forms but no luck. Made my appointment today for an over the phone but never got a call. I called and the people who answer sound annoyed.

I been coming to Suzanne for over 10 years now. She is a WONDERFUL accountant. After my first visit with her 10 years ago, I referred my family and friends. They all switched their account to Suzanne and they thanked me every year. We are faithful clients of hers for 10 years plus.Suzanne has a great personality, respectful, on time, and very reliable. I wouldn't have it any other way nor would I go else where.Thank you Suzanne and Martha for making my family and I life stress free.

I tried calling their office on the days I needed to make an appointment in order to file my taxes, but so far, I haven't received any response from then through the phone. Usually, their office is closed, what is going on? I have been going to them for at least 5 years, but now I feel like they aren't there. Not even to remind you of an upcoming appointment.

Excellent and professional service. Martha found an error my previous tax preparer made... because of finding that error we will now have a $3,500.00 tax return from the IRS !

The best tax service around! Thank you Suzanne and Martha for always taking care of my family and I. We have been coming here for years and always give us the best/honest service.

I been trying to contact with Martha for about 4 months and she's never available or never there or never call back... The last time I call i was trying to see if someone else can help me but Jose just hang off the phone really rude so I don't know what happened there because they use to be a great place but now is the worst service... If they can't provide the service they should be honest and let us know...

Suzanne and Martha are amazing. I?ve been coming here for a few years including my family and friend. They are truly the best and very helpful.

DONT COME HERE IF YOUR EXPECTING A FAT TAX RETURN, I ENDED UP OWING AND I ONLY MAKE 13 AN HOUR. ALSO THEY DONT ANSWER THE DOOR THEY WILL SEE YOU AND IGNORE YOU WORST TAX EXPERIENCE OF MY LIFE ALL THESE REVIEWS BELOW ME ARE TRUE PLS STAY FAR AWAY.

Martha is great! Always fast and professional.

Love this place I?ve been coming here for the last 4 years awesome customer service

Great service. Well informed. Real educational and helpful.

(Translated by Google) They've done my taxes for 17 years, and I've always been satisfied with their work. Susana is a very kind and gentle person. (Original) Me han hecho los impuestos 17 a?os y siempre he quedado satisfecho con su trabajo. Susana es una persona muy amable y gentil......

(Translated by Google) It's a terrible service, they never answer, I paid them in advance for their service four months ago and I still haven't heard back. Martha started preparing my taxes and left everything unfinished. They made me another appointment with another person and when I spoke to confirm that appointment, a very rude person answered me and told me that he was not responsible for the appointments and he simply hung up on me, I don't recommend this place at all... (Original) Es un p?simo servic

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.