*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.*
2112 E 4th St #110
Santa Ana, California 92705
We are so thankful for Gaby and the work she does. We couldn't be happier with the experience. She was incredibly knowledgeable, patient, and took the time to explain everything in detail, making the process much less stressful. Her professionalism and attention to detail gave me confidence that my taxes were in good hands. I highly recommend her services to anyone looking for a reliable and efficient tax preparer.
My wife and I have been going through vip insurance for taxes for 14 years. Gabriela is absolutely amazing, but truly everyone that works there is. Super helpful and knowledgeable and quick services and help. Absolutely recommend to everyone.
I am so grateful to have found Gabby. She is honest and very professional. She answers every question in great detail. I feel a sense of relief to see how she keeps my sensitive information safe and secure . I absolutely recommend VIP!.
Sister Gabriela is a very professional tax agent! It?s a blessing to have her do our taxes every year! I totally recommend her! Very honest, educated & nice agent.
Best Tax accountant ever, been going to here for more than 5 years. Fantastic service, great person ??????
Have been coming here for 5 years now and will keep coming . Gabriela is knowledgeable and explains things simple to understand. Love setting an appointment specially on the weekends since we work during the week day . Always welcoming service and genuine care from Gabriela. We have referred several members of our family and friends. Highly recommend!
Excellent customer service, they were very kind and patients. They made managing my taxes quick and simple
Gaby and her staff are very professional, I have been using their services for more than 10years and never disappointed Highly recommended
Very professional helped me and my family with taxes would recommend to come and do your taxes with her 10/10 came 2/1/25
Excellent service, very professional and knowledgeable in this field. Highly recommended for all your taxes needs.
They are the best in the business! I?ve been doing my taxes with them for the last few years and they are god sent! Gabriela is such a sweetheart and such an amazing professional. I couldn?t recommend them enough!
Professionalism, honesty, integrity, privacy, are some of the qualities that this office has to offer. I would never go anywhere else. The two ladies that work here are always willing to help me and are very understanding when it comes to pay or schedule and appointment after 5 pm. They wait for you and give you the best service possible. Thank you Gaby and Marisol
You are very helpful. And your work is porfecinal. I'm happy and grateful that your business help me well.. thank you
Gabriela is very professional. Since I started doing my taxes with her I never have a problem. She always ready to answer any questions I have. Her prices are very affordable, and she is even help you in terms, if you are a low income person and can?t paid a lot ti file your taxes she is willing to work with you. She is a blessing!! ??????????????
Love the service, appointments are always on time. And makes you feel like family.
Great customer service, support, and orientation. I fully recommend them.
Great service ! Gabriela helped my parents with their taxes this year. She explained to them certain things I couldn?t. My parents and I will definitely be coming to do our taxes with her again. She explains everything super well and always gives good advice.She was very informative and advised my parents for next years taxes as well. Definitely will be recommending her to our friends and family!
I've been doing my Taxes with Gaby since 2012 and I haven't had an issue what so ever. She is very Trustworthy and honest. Would highly recommend
We've been to many places over the years and nothing compares to this place. Gabi's work ethic is unmatched, she will answer any questions you may have and if she doesn't have it in hand she will do the proper research to get the accurate answer to you. But best of all, is her professionalism. If you want things done right, you go to VIP insurance. We've been doing our taxes with Gabi for the past 4 years and we will never go anywhere else.
Gaby and Marisol are super helpful. I can ask them any questions I may have and Gaby is always available even if my question is not related to her ine of business. I would recommend her services.
Gabby is just beyond amazing. She really takes the time to build a relationship with each and everyone of her clients and makes sure that you are one hundred percent satisfied with your taxes and with your care. She is so helpful and would recommend you to get your taxes done here. Super friendly and just amazing. If you are looking for a trust worthy place to come and do your taxes, this is one hundred percent the place to go. Over all satisfied
I was referred to Gaby Figueroa, and was told she was good. I called her office , and spoke with Gaby directly,. She was quick, thorough and concise. She articulated with great professionalism. She informed me how, why and where to contact the IRS for my slightly complicated dilemma. She has just now completed my final paperwork. I am truly impressed with her outstanding work ethic, and will become a permaneny client.
I use VIP insurance every year and I?m always attended with the utmost help. Even if I live in a different state they do their best to make get you your full refund!
Excellent service, quick efficient, and polite. Had me in and out in 15 mins.
I was really happy the way they treat us . They made me feel like a family . They do professional gob . I recommended with my family and friends.
Amazing service ! 100% recommend!
VIP SERVICES ARE THE BEST IN THE WHOLE WORLD.
I have know Gabby for years. Her and her team are very understanding and helpful. And yes Gabby once got me out of some hot water.
Amazing service! She helped us with all our taxes needs! Very trust worthy and friendly environment!
Gaby gives you an excellent service. Very honest, reliable, and resourceful preparer. She goes above and beyond to advice you correctly. You won't regret it!
Been doing my taxes here for over 5 years very knowledgeable and experienced! Highly recommend!
Had a great time with Gabriela and Marisol. The process was thorough and Gabriela explained every step to me! Muchas gracias ????
Great service!! The staff is very kind. I am so happy that I was able to find this location.
S?per profesional and friendly. Fast and will help you with any questions you might have. I would definitely recommend this to friends and family.
Excellent service, good sense of humor
Great service ! She helped me understand certain things I couldn?t. Love coming to do my taxes with her I can?t wait for next year !
I have been doing my taxes here at VIP insistence for a few years and I had never been disappointed and this year it wasn?t an exception. Gaby is my to go person definitely recommend it.
Gabriela is great . Explains everything super well and gets you what you deserve. Will continue to keep coming back . Always gives good advice as well.
Thank you Gaby, your work ethic is excellent. Thank you for always looking for the best for me and my family during tax season.
Gabriela is simply the best! She explains in full detail about how the taxes are done and a great person in general! God Bless her!
Best experience ever. She's very good and attentive she explaine to me every question that I had
Very informative and helped me do my taxes in the most proper way! Definitely will recommend her to friends and family (:
Great and fast service! That?s why I keep coming back each year. They explain everything and make it able to understand it easily. 10/10
Fast service! I was there in less than 10 minutes!
Exellent service and professionalism. I switched to vip insurance from H&R block because they were stealing money from my tax refund.
Very respectful and humble for their services. Thank you
Gaby is super helpful and friendly! Definitely recommend utilizing her services for completing your taxes and fingerprinting :)
They are excellent and honest and just beyond helpful with what you need to know for taxes and everything
The people that work here are so nice and friendly
Great service! Very friendly! Thank you Gabriela.
Good service...lady was really nice. Very educated people.
Best service! Always does the best to satisfy you !!! Thank you so much !
Very helpful and walked out with a bunch of Information. Thank you gabby !
Great service and Very friendly!
Very professional and trustworthy!
Very informative and easy to talk to!
Great customer service
Experience was outstanding!
(Translated by Google) If you are looking for a place that offers you truly personalized and honest service, look no further. VIP Insurance & Multi-Services LLC is the perfect place. Gabriela is an incredible professional, always kind, approachable, and, above all, passionate about supporting our community. He takes the time necessary not only to do your taxes with the greatest accuracy, but also to educate you, answer all your questions and give you valuable tools for your financial future. It is clear tha
(Translated by Google) It is an honor to be able to receive the services of this company, for its attention, kindness and above all transparency, without a doubt the best option when you want to do your work legally and honestly...!! Thank you Gaby and Marisol for your human quality and always speaking the truth in everything you do...!!! (Original) Es un honor poder recibir los servicios de esta empresa, por su atenci?n, amabilidad y sobre todo transparencia, sin duda alguna la mejor opci?n cuando quieres
(Translated by Google) I have been doing Taxes with Gaby for several years now, she seems like a super professional person. 100% recommended (Original) Tengo ya varios anos haciendo Los impuestos con Gaby, me parece una persona s?per profesional. 100% recomendable
(Translated by Google) Gaby is a super professional person and takes the time to speak and explain very calmly and especially much professionalism, highly recommended !! (Original) Gaby es una persona super profesional y se toma el tiempo de hablar y explicar con mucha calma y sobre todo mucho profesionalismo, muy recomendada!!
(Translated by Google) I highly recommend it. Good service and friendliness. Very attentive to the service, very satisfied with everything. (Original) Recomiendo bastante, buen servicio y amabilidad Muy atenta al servicio muy satisfecha a todo
(Translated by Google) Very professional, very attentive at affordable prices. I recommend them, next to the Mexican consulate. (Original) Muy profesionales, muy atentos a precios accesibles. Se los recomiendo, a un lado del consulado mexicano.
(Translated by Google) Completely pleased with the service, kindness and professionalism, honesty and speed. Very excellence work there is reliability. (Original) Completamente complacida con el servicio, amabilidad y profecionalismo, honrrades y rrapides. Muy excellence trabajo hay confiabilidad.
(Translated by Google) Excellent professional and personal service we continue in this great company. (Original) Exelente servicio profesional y personal seguimos en esta gran compa??a.
(Translated by Google) I highly recommend it. Attentive service, very friendly. (Original) Lo recomiendo bastante Atenta al servicio muy cordial
(Translated by Google) Excellent service Friendly and professional staff (Original) Exelente servicio El personal amable y profecional
(Translated by Google) The attention provided by Gabriela was excellent, willing to clarify doubts raised about the process, we were very satisfied. I recommend it. (Original) Excelente la atenci?n prestada por Gabriela, dispuesta a aclarar dudas presentadas acerca del tramite, quedamos muy conformes. La recomiendo.
(Translated by Google) Very good service, I recommend it 100% (Original) Muy buen servicio, lo recomiendo al 100%
(Translated by Google) Excellent service, professionals explain taxes step by step like never before. Thank you Gaby and Marisol. Excellent service, professionals explain the taxes step by step like never before. Thanks Gaby and Marisol. (Original) Excelente servicio, profesionales explican taxes paso a paso como nunca antes. Gracias Gaby y Marisol . Excellent service, professionals explain the taxes step by step like never before. Thanks Gaby and Marisol .
(Translated by Google) Very good service, you arrive and you feel comfortable Gabriela really makes you feel very comfortable, she is patient and explains everything very well? she helped us with what we needed and recommended better options ?? I really RECOMMEND her HIGHLY! (Original) Muy buen servicio, llegas y te sientes a gusto Gabriela en verdad te hace sentir muy a gusto tiene la paciencia y explica todo muy bien ? nos ayud? con lo que necesit?bamos e recomend? mejores opciones ?? En verdad la RECOMI
(Translated by Google) We have been going to this place for several years now, Gaby is the most honest and direct person I have met as a preparer. I recommend it 100%. (Original) Hemos estado yendo a este lugar por varios a?os ya, Gaby es la persona mas honesta y directa que he conocido como preparadora. La recomiendo 100%.
(Translated by Google) Excellent service I have been doing my taxes at VIP insurance & multi services for years and despite living 8 hours away I still come back to Gabriela Figueroa. ?? Recommended (Original) Exelente servicio Llevo a?os haciendo mis impuestos en VIP insurance & multi services y apesar de vivir a 8 horas de distancia sigo viniendo con Gabriela Figueroa. ?? Recomendada
(Translated by Google) Excellent service, they have excellent experience in helping the customer, I definitely recommend visiting them. (Original) Excelente atencion,cuentan con excelente experiencia para ayudar al cliente , se los recomiendo definitivamente vis?telos.
(Translated by Google) Unmatched service, for a long time I was with a preparer who did not explain to me what he did, today Gaby took the time to explain to me everything about my 100% recommended tax return. (Original) Servicio inigualable, por mucho tiempo estuve con un preparador que no me explicaba lo que hac?a, hoy Gaby se tom? el tiempo de explicarme todo sobre mi declaraci?n de impuestos 100% recomendada.
(Translated by Google) Gabriela and Marisol are always available to help you and solve your problems, they are bilingual and very pleasant. I recommend this site for any procedure and service you need. (Original) Gabriela y Marisol siempre est?n a disposici?n de ayudarte y resolver tus problemas, son biling?es y muy agradables. Recomiendo este sitio para cualquier tr?mite y servicio que usted necesite.
(Translated by Google) The best of the best, always attending with great professionalism, good attitude, if I have a doubt about something he explains it to me again. ...RECOMMENDED ?? (Original) Lo mejor de lo mejor, siempre atendiendo con mucho profesionalismo, buena actitud,, si tengo duda de algo me lo explica de nuevo. ...RECOMENDADA ??
(Translated by Google) Very good ?? (Original) Muy buena ??
(Translated by Google) I really liked his honest service, and I would definitely recommend him to family and friends. I even find him entertaining because he explains things with a sense of humor. (Original) Me gusto mucho su atencion, honesta con toda seguridad le recomiendo a familiares y amigos. Hasta me divierte porque me explica con sentido del humor.
(Translated by Google) Very kind and friendly, excellent service, thank you ?? ?? ?? ?? (Original) Muy amables y amigables excelente servicio gracias ?? ?? ?? ??
(Translated by Google) Excellent service, Gaby very well explained, getting better and better. blessings!!! (Original) exelente servicio, Gaby muy bien explicado, cada vez mejor. bendiciones!!!
(Translated by Google) Excellent experience. She explains things and makes you feel welcome. (Original) Excelente experiencia. Ella da explicaciones y te hace sentir bienvenido.
(Translated by Google) I recommend her 100/00, she is very kind and explains everything very well. Happy with your service ???? (Original) La recomiendo al 100/00 muy amable y te explica muy bien todo . Feliz con su servicio ????
(Translated by Google) Excellent person, very responsible and honest, with my eyes closed I recommend Mrs. Gabriela Figueroa (Original) Excelente persona, muy responsable y honesta, con los ojos cerrados recomiendo a la se?ora Gabriela Figueroa
(Translated by Google) Excellent service, professional and he explained the 1040 form to me like never before. Thanks Gaby. (Original) Excelente servicio, profesional y me explico la forma 1040 como nunca. Gracias Gaby.
(Translated by Google) 100 X percent recommended very good service (Original) 100 X ciento recomendado muy buen servicio
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.