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VIRI'S Tax and Insurance Services

VIRI'S Tax and Insurance Services

Reviews Summary

Customers consistently praise the professionalism, thoroughness, and patience of the service, highlighting clear explanations, affordability, and a stress-free experience. Many appreciate the detailed guidance through tax or insurance processes, noting the provider’s willingness to go above and beyond. The service is highly recommended for its reliability, kindness, and ability to accommodate busy schedules, with frequent mentions of returning clients and family referrals. Satisfaction is universal, with emphasis on trustworthiness and excellent customer care.

About This Listing

Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Bilingual Services
In-person Support

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.*

Features

Tax Preparation
IRS Representation
Small Businesses
Individual Taxpayers
Bilingual Services
In-person Support

Contact Information

Address

806 E Lincoln Ave

Orange, California 92865

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9:30AM-6PM
Tuesday 9:30AM-6PM
Wednesday 9:30AM-6PM
Thursday 9:30AM-6PM
Friday 9:30AM-6PM
Saturday 10AM-3PM

Customer Reviews

This was my first time filing taxes for my business, and they made the entire process smooth and stress-free. She took the time to explain everything in detail, making sure I actually understood what was happening. Their kindness and patience made the experience even better. If you need help with taxes, I highly recommend them?knowledgeable, professional, and genuinely care about helping clients!

I was referred to Viri from my previous tax person as they retired and I?m so thankful to have found her! She is extremely helpful and really goes the extra mile to ensure you understand what she is doing & is available evenings & even on Saturdays! She has helped us with taxes for 2 of our businesses and we couldn?t be happier. We highly recommend VIRI'S Tax and Insurance Services to anyone who is looking for a tax preparer.

Is my first time doing my taxes and Im so happy to worked with Viri. she was amazing !!! Voy a traer a toda mi familia y hermanos . Recomendados 100%

I was referred to Viris by my previous tax person. Viri is professional, welcoming, and very thorough. I have found my new tax preparer?

I'm really glad I ended up coming here. Viri did an amazing job answering all my questions. I could tell she puts pride in her work as she handled my taxes with care, keeping me well informed throughout the process. It was a fast, affordable and very pleasant experience. I highly recommend this service!

We are very happy with the services of Viri?s Tax and Insurance. The customer service is excellent. Virginia knows what she is doing and she is really good in educating her clients making sure that we understand every step of the process. She has been very accommodating too. Highly recommended ??????

First time coming to this establishment and I'd like to say that I'll be coming back to do my taxes here again! Viri made doing my taxes easy and pain free. She was very insightful and really explained the process thoroughly. Thank you.

Excellent customer service. I just filed my taxes at viri?s office, and Virginia helped me out with any questions I had. She explained every step and guide me through the process. I left with confidence and completely satisfied with her work and knowledge. Highly recommend this place!

Viri was super helpful in helping me understand more about filing my taxes; she went above and beyond my expectations! She understands people have busy schedules and helps make appointments around what works best for you! If you need someone who gets anxiety about tax season Viri definitely eases it! I?ve never had taxes done with someone who really cares for their clients and wants them to understand what they?re filing. 10/10 recommend to friends and family!

First time preparing my taxes with Viri, very pleasant experience. She guides you through the process & explains everything thoroughly. Would definitely recommend!

Virgie is nice and professional to talk to. From start to finish she explained and made us understand all the details. Viri?s Tax highly recommended ??

Me and my husband came here to see if we can get better coverage on our insurance. Not only did we get a deal and pay less, we also got the coverage we wanted! Virginia was very informative, sweet, and explained everything in detail. We are definitely coming back to do our taxes here. I highly recommend!

Excellent tax service preparer. Great customer service. I asked her about tax questions, and she provided me with countless tax options that were beneficial. But above all, amazing person!!

I filed my taxes for the first time with Vickey this year. She made the process quick, easy, and convenient. She was very patient as I did not have all my documents aligned and was very responsive to any of my concerns and explained everything thoroughly. I will definitely be returning back next year!

This year was our first year filing our taxes at this location! Virginia was able to help me with all the questions I had. She was very patient and informative when answering my questions. Thank you for your excellent we will definitely be filing here in the future.

Virginia narrow down which insurance to look for. I liked that it?s a one stop shop. This is more helpful than trying to navigate all the different insurance companies that are out. I was able to keep my full coverage on all of my cars. Virginia was very nice and helpful. I was satisfied with the services. It was an easy process, very friendly services I would recommend it and definitely will continue to go back.

Virginia is a person of integrity. She is helpful and will go above and beyond. Finding a trustworthy person in these times is difficult, she is certainly one of a kind and had won my trust.

Virginia is excellent, she is very thorough and provides tax saving tips. I highly recommend coming to this place to file income tax.

Great service! Viri's very insightful when she assists. Thank you for being compassionate Viri ?

Her service is excellent, don?t worry if you don?t understand what processes she will explain and guide you in the best way

I would definitely recommend everyone to come here. I like the fact that Virginia explains everything we?re I can understand step by step. I would definitely be coming here every year ??.

Very trustworthy and reliable place for filing taxes. I got a whole explanation of the process too so i don?t feel lost.

Recommend everyone to come here! Very affordable and Virginia is very friendly ,professional and explains everything so well. Will definitely be coming back!

Best experience fair price accurate and on point highly recommend will come back again

I will recommend everyone with Virginia Tax she explains everything to you what you need to know

#1 tax in orange county

(Translated by Google) Excellent Service all around. Viri goes above and beyond for her customers. My wife and I filed our taxes here for the first time and we were beyond satisfied with the service that she provided. She explains everything in detail and wants to make sure you are understanding the process. she doesn't just file and give you the amount you will get refunded or how much you have to pay like other tax preparers do. she goes into detail by showing you on the computer everything she types up f

(Translated by Google) Very good experience, very pleasant and they explain everything in detail, I highly recommend them!! (Original) Muy buena experiencia, muy agradeble y te explican todo a detallado, les recomiendo mucho!!

(Translated by Google) Thanks to Vicky I was able to reduce my insurance payment, she got a great deal for me. She is very professional and offers good service. (Original) Gracias a Vicky consegu? reducir mi pagado de aseguran a ella consigui? on muy deal para mi,Ella es muy profesional te ofrece un buen servicio

(Translated by Google) Oh, I visited viRI'S to prepare my taxes. Very professional work. I was fascinated with the service. I recommend it. Thank you. viRI'S. Excellent service. (Original) Oy visite viRI?S para preparar mis impuestos un trabajo muy profesional quede fascinado con el servicio lo recomiendo grasias viRI?S excelente servicio

(Translated by Google) 100% Recommended She is Very Kind and Quickly Helps to Resolve Any Questions You May Have (Original) 100% Recomendada Es Muy Amable y Ayuda Rapido a Resolver Cualquier Duda que uno Tenga

(Translated by Google) 100% satisfied, excellent treatment and very professional, I recommend it. (Original) 100 % satisfecho excelente trato y muy Profesional lo recomiendo

(Translated by Google) Excellent service 100% recommended (Original) Execelente servicio recomendado al 100 %

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.