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Xpress Income Tax

Xpress Income Tax

Reviews Summary

Customers consistently praise the exceptional service, highlighting professionalism, knowledge, and efficiency. Many emphasize long-term trust, with years of reliable tax preparation. The bilingual service is appreciated, and reviews frequently mention thorough explanations, patience, and friendliness. Timeliness, transparency, and helpfulness are recurring themes, with strong recommendations for both first-time and returning clients. The overall sentiment reflects high satisfaction, with many calling it the best tax service they've experienced.

About This Listing

Tax Preparation
Small Businesses
Individual Taxpayers
Remote 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
Small Businesses
Individual Taxpayers
Remote Services
In-person Support

Contact Information

Address

1633 E 4th St

Santa Ana, California 92701

Visit Website Call Now Get Directions

Hours

Sunday 11AM-7PM
Monday 11AM-7PM
Tuesday 11AM-7PM
Wednesday 11AM-7PM
Thursday 11AM-7PM
Friday 11AM-7PM
Saturday 11AM-7PM

Customer Reviews

Best Customer Service , highly recommended! Joel is the BEST, coming from Rancho Cucamonga is totally worthy. More than 10 years of excellent experiences and great service! Thanks Joel for your help and exceptional service! ????????????????

Thankful to be able to do my taxes with Joel! He?s quick, helpful, and knowledgeable. Overall a friendly guy. Do yourself a favor and book an appointment with him!

Been coming here for a while now, Joel and his wife are always welcoming and helpful. They?re good at explaining questions I may have, huge help when getting my taxes done on time. Thank you!

Joel is a great person always willing to help us and guide us through this hard season ,best customer service ever! Highly appreciated and recommended!??????????

Are you looking for a fast and amazing tax preparation service? Look no further than Xpress Income Tax. Joel is knowledgeable and experienced. Contact them for a no-hassle tax preparation.

You want a transparent, fast, and easy tax return. I recommend Joel a thousand percent!! You will not regret it.

Very informative, professional and the guidance is very much appreciated. He is also bilingual. The best person around!

Great Services, Easy & Fast. Definitely I recommend this place and Mr. Jimenez.

Joel provided a stellar service for my tax return. His professionalism, friendly demeanor, and easy-going nature made the process smooth and stress-free. He was not only knowledgeable but also approachable, patiently addressing any questions or concerns I had. I highly recommend Joel for his excellent service and pleasant attitude.

Joel is the best accountant in Orange County and in a perfect location with lots of parking

Xpress Income tax provides the best service! Joel has provided excellent service and support to my family. They are patient and always makes sure their clients are well taken care of. Thank you Joel for always making your self always available.

Good service. Customer for years. Highly Recommended

First time here , super helpful ! Would definitely recommend!

Very knowledgeable, and super helpful i highly recommend xpress income tax

Best tax guy in orange county breaks every detail down speaks English and Spanish will continue to use for years

Been coming here for the past three years and Joel is a very nice and honest man. I enjoy coming here cause he?s helpful when it comes to understanding forms. I would highly recommend coming here

Phenomenal service! Joel has been doing our taxes for years now! He?s been a tremendous help, especially when it comes to answering all our questions, highly recommend!

Great Tax! Call Joel he?s the best!

Great service, love coming here!

Been coming to Joel for years now and he?s always been great! Great work and does it in a timely manner!

10/10 recommend! Very accommodating to get you an appointment. Great service and very friendly !

Joel prepared our taxes in record time. He was very thorough, helpful and knowledgeable.

I?ve been a customer for 5 years Great customer service Joel is really helpful and explains everything to you .

Professional and knowledgeable. I have been doing taxes with Joel since 2014. I recommend you to come and to do your taxes with Xpress Income Taxes.

Great service very professional. Joel Jimenez know he's business with taxes.

My visit was very helpful and he was very professional and nice. I recommend it!

Very trustworthy and helpful. Have been coming here for years and would recommend to others.

He Knows his job and good experience on what he does.GREAT SERVICE!!!

Very quick process and helpful explains what's best for you and makes it easy to understand what to do

Joel Jimenez was very quick and helpful 100% recommmed.

Great experience. Everything went smooth. Would recommend ??

Very friendly guy and helped with everything I needed

Amazing service, highly recommend!!

Great customer service Well worth the drive

Great service recommend ????

Very efficient and careful

(Translated by Google) Without a doubt the best service ?? recommended, do not hesitate to come and consult Joel, very friendly professional and the best service I could find. (Original) Sin duda el mejor servicio ?? recomendable no duden en venir a consultar a Joel, muy amable profesional es el mejor servicio que e podido encontrar.

(Translated by Google) LET'S START WITH THE EXPERIENCE OF 20 YEARS WORKING WITH THE LATIN COMMUNITY AND SERVING WITH HUMILITY AND HONOR. IT HAS MULTIPLE RECOGNITIONS IN THE [INCOME TAX] INDUSTRY. AND OTHER SERVICES. (Original) EMPESEMOS CON LA ESPERIENCIA 20 A?OS LABORANDO CON LA COMUNIDA LATINA Y SIRVIENDO CON HUMILDAD Y HONOR. CUENTA CON MULTIPLES RECONOCIMIENTOS EN LA INDUSTRIA DEL [INCOME TAX]. Y OTROS SERVICIOS.

(Translated by Google) Very good service and very patient in explaining everything to us. (Original) Muy Buena atencion y mucha paciencia para explicarnos todo.

(Translated by Google) Excellent service, come to this office for good advice, thank you (Original) Excelente atenci?n, asistan a esta oficina para un buen asesoramiento, gracias

(Translated by Google) Very good treatment and has very good knowledge of the subject (Original) Muy buen trato y tiene muy buen conocimiento del tema

(Translated by Google) Joel is the best. Trust him with your Taxes. (Original) Joel es el mejor. Conf?en en el con sus Taxes.

(Translated by Google) Very good service and kindness (Original) Muy buena atenci?n servicio y amabilidad

(Translated by Google) Excellent service (Original) Exelente servicio

(Translated by Google) I recommend this place, good service and they help you with all your questions. (Original) Recomiendo este lugar un buen servicio y te ayudan en todas tus preguntas

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.