*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.*
14600 Goldenwest St a201
Westminster, California 92683
Totally blown away by the experience. The staff members are amazing they go a step above and beyond with all of your taxes!! A shout out to the owner,Yoana thanks for everything sincerely ?? ??
What an amazing business! I arrived and was greeted by the staff and was quickly seated and assisted by the owner. She was very helpful and genuinely cared about getting me the best possible refund. She was able to answer all my questions and able to explain everything in full detail. I was a little nervous about doing my taxes for the first year, but she took all the stress out of the situation. I highly recommend this place to anyone and everyone looking to get their taxes done. Y & G Income Tax will defi
Where is the 10 starts at!? Yoana is the BEST! she works so fast right and then! the best customer service from her always on time with every detail, I recommend her 100% plus plus.. She divorce my BF in 4mths I'm always going to be so grateful that we found you. Thank you so much for everything!
Honestly best place! She?s honest. Tells you exactly why you are getting the return your getting and explains how you can get more next time. She also offers a variety of different services
Walked in there very nice set up plenty off space. Was greeted nicely and literally 10 min I was in and out definitely coming back next year. When I have to get my fingerprints scanned again.
Great experience for notary. We will be back soon. We used to go to the UPS store until they closed. The woman that helped us was very nice and helpful.
Been to other professional places, yet all hold their own, but here I found everything I need, very professional and very well qualified to answer all my questions, most defiantly happy to refer all my student here! Amazing professional work! Thank you.
They will tell you the wrong DMV rules, making you to pay for the unnecessary processing fees and not getting exactly for your intended purpose from DMV. Do not let them do your DMV papers there.
I had trouble with my taxes last year. I came in she happily helped me fixed them explained them perfectly and did this year for so cheap not like other places with hidden fees !!! I recommend this place Satisfied :)
3rd year coming here and still very happy with the service. They take the time to answer all my tax questions. Will be back to file next year.
Great service. Walked in for a free consultation and was pleased with the information she provided with a great hospitality.
Easiest and fastest live scan fingerprinting service out there!
Excellent and professional service. I had my documents sealed in minutes.
Great customer service. Good people. Totally recommend this place.
I love it here so clean, professional and helpful.
Great place to make business!!
Really good customer service
(Translated by Google) Excellent services with reasonable prices. Thank you YOANA for helping me with my taxes and with the DMV service (Original) Excelentes servicios con precios razonables. Gracias YOANA por ayudarme con mis taxes y con el servicio de DMV
(Translated by Google) Bad experience! At first I was very happy until last year I changed the direct deposit of my taxes to my ex-wife's bank account!! And without consulting me! So personally that is not done! (Original) P?sima experiencia! Al principio estaba muy contento asta que el a?o pasado cambio el dep?sito directo de mis tax a la cuenta bancaria de mi ex esposa!! Y sin consult?rmelo! As? que en lo personal eso no se hace!
(Translated by Google) This girl is the best. I have been doing my taxes with her for 3 years. She charges a good price since many take advantage and charge too much and she is also fast and if there is a line, wait, remember that good things take time. I recommend that you go ball with her. If there were more stars, she would give them all :) (Original) Esta muchacha la mejor tengo 3 a?os haciendo mis taxes con ella cobra buen precio ya que muchos se aprobechan y cobran de masiado y aparte es Rapida y si
(Translated by Google) Good service! Kind, professional and honest. We have done taxes and the fingerprint service too. (Original) Buen servicio ! Amable , profesional y honesta . Hemos echo impuestos y el servicio de huellas tambi?n .
(Translated by Google) Very good service (Original) 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.