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YD Tax and Immigration Services

YD Tax and Immigration Services

Reviews Summary

The reviews consistently highlight excellent service, with frequent praise for personalized attention, professionalism, and clear communication. Many emphasize quick, successful outcomes for immigration and tax procedures, often noting thorough follow-up and patience in resolving doubts. The overall sentiment is overwhelmingly positive, with strong recommendations due to reliability, kindness, and expertise. Multiple reviewers mention feeling secure and well-guided throughout complex processes, achieving approvals efficiently. The service is repeatedly described as attentive, detail-oriented, and highly trustworthy.

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

355 3rd Ave Suite 106

Chula Vista, California 91910

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-7PM
Tuesday 9AM-7PM
Wednesday 9AM-7PM
Thursday 9AM-7PM
Friday 9AM-7PM
Saturday 9AM-2PM

Customer Reviews

She's honestly the best! My process went si smoothly because of her! I honestly didn't know what to do with my paperwork and she explained step by step, after 5 months I finally got my naturalization certificate! Would totally recommend her 10/10!!!!

I recently used these services and Yesenia was amazing and thorough from beginning till the end! I highly recommend her services!

Great customer service, always available when you need her services the most , I recommend this service for taxes and other legal services!!! 10/10

Very good service and employee is extremely nice. Highly recommend coming here.

From being hopeless to citizen in 5 months. Thank you so much for helping me with such a complicate case!

(Translated by Google) I 100% recommend Dr. Yessenia's service. She is super attentive and reliable. Thanks to her help, my husband and I had a quick process. She knows exactly what she's doing. Thank you so much for your help! (Original) Recomendo 100% el servicio dr Yessenia, es super atenta y confible, gracias a su ayuda, yo y mi esposo tubimos un processo r?pido, sabe muy bien lo que hace, ?muchas gracias por tu ayuda!!

(Translated by Google) Yesenia explained and clarified each of our doubts throughout the entire journey from day 1 to the end, super responsible, professional and kind. It gives you the security you need for this type of cases and paperwork. We got approval for my husband's 4 cases (change of status, residence, entry and exit, work permit) at the same time in 2 and a half months! Just waiting for the card ???? Thank you for everything ???? (Original) Yesenia nos explico y aclaro cada una de nuestras dudas

(Translated by Google) Excellent professional, with dedication to detail, resolves your doubts and follows up together. I totally recommend YD Tax and Immigration Services professionally and Yessenia personally, thank you for helping us from start to finish. (Original) Excelente profesional, con dedicaci?n al detalle, resuelve tus dudas y da seguimiento en conjunto. Recomiendo totalmente YD Tax and Immigration Services en lo profesional y a Yessenia en lo personal, gracias por ayudarnos desde el inicio has

(Translated by Google) I did my renovation of my residence and it was a pleasant experience, excellent service provided by Yessenia D?az, kind and professional, I was satisfied with her work, I recommend her, thank you for your kind attention. (Original) Hice mi renovaci?n de mi residencia y fue una experiencia agradable excelente servicio atendida por Yessenia D?az amable y profesional quede satisfecha con su trabajo la recomiendo gracias por su amable atenci?n.

(Translated by Google) Excellent Service, She was always attentive and followed up on my procedure until it was completed, Recommended 100?? Thank you very much Ms. Yessenia (Original) Excelente Servicio, Siempre estuvo atenta y le Dio seguimiento a mi tr?mite, hasta concluirlo, Recomendada al 100??Muchas gracias Sra. Yessenia

(Translated by Google) Trust, security, attention, is what my wife and I are looking for when looking for someone to support us in our immigration process, we also started reading comments, I hope this will be of use to you, it was a success!?? (Original) Confianza, seguridad, atenci?n, es lo que buscamos mi esposa y yo al buscar ah alguien que nos apoyara en nuestro tr?mite de inmigraci?n, tambi?n nos pusimos a leer comentarios, espero este les llegue a servir, fue todo un ?xito!??

(Translated by Google) If you were looking for help with any immigration, citizenship or tax procedure, do not look anymore and call YD tax and immigration services, here they have supported me with my procedures, with great kindness and knowledge, I have recommended them to other people and they are happy with their services. (Original) Si buscaban por ayuda con alg?n tr?mite migratorio, ciudadania o taxes ya no busquen y llamen a YD tax and immigration services, aqui me an apoyado con mis tr?mites, con

(Translated by Google) I highly recommend Yessenia's professional services. Excellence, capacity, professionalism guaranteed! My procedure ended in complete success. Thank you!! (Original) Recomiendo ampliamente los servicios profesionales de Yessenia. Excelencia, capacidad, profesionalismo garantizado! Mi tr?mite concluy? en todo un ?xito. Gracias!!

(Translated by Google) Very good service 10/10, I highly recommend it, very friendly and helpful, it helps you with all your questions. (Original) Muy buen servicio 10/10, lo recomiendo mucho muy amable y servicial, te ayuda con todas tus dudas.

(Translated by Google) People like you deserve more than 5 stars, very grateful for your help, very attentive and friendly, excellent service, the follow-up to the processes is impeccable. (Original) Personas como ud merecen m?s de 5 estrellas, muy agradecida por su ayuda, muy atenta y amable, excelente servicio, el seguimiento a los procesos es impecable.

(Translated by Google) Excellent service and customer service, always with the best willingness to help and resolve questions at any time, I totally recommend! (Original) Excelente servicio y atenci?n al cliente, siempre con la mejor disposici?n de ayudar y solucionar dudas en cualquier momento, recomiendo totalmente!

(Translated by Google) Excellent services, she helped me with the refund of my taxes and is very attentive in answering any questions. I recommend Yessenia's service (Original) Excelente servicios, me ayudo con el rembolso de mis taxes y es muy atenta en contestar cualquier duda. Recomiendo el servicio de Yessenia

(Translated by Google) Excellent service and attention if you are looking to carry out any immigration procedure. YD Tax immigration services is a good option (Original) Excelente servicio y atencion si buscan realizar algun tramite migratorio YD Tax immigration services es una buena opcion

(Translated by Google) Excellent attention, helps clarify all your doubts, is attentive to any detail. Their services are highly recommended. (Original) Excelente atenci?n, ayuda a aclarar todas tus dudas, esta al pendiente de cualquier detalle. Muy recomendable sus servicios

(Translated by Google) Excellent service, super recommended 100% reliable (Original) Excelente servicio, s?per recomendada 100% confiable

(Translated by Google) Excellent service, response time and follow-up. Highly recommended. (Original) Excelente servicio, tiempo de respuesta y seguimiento. Altamente recomendada.

(Translated by Google) They are all very friendly and answer my questions clearly ????On different occasions I have contacted them and they always respond quickly. (Original) Todos son muy amables y respondes a mis preguntas con claridad ????En diferentes ocaciones los he contactado y siempre me responden con rapidez.

(Translated by Google) VERY GOOD SERVICE! GREAT ATTENTION AND PROFESSIONALISM. (Original) MUY BUEN SERVICIO! GRAN ATENCI?N Y PROFESIONALISMO.

(Translated by Google) Personalized service and attention... everything was excellent (Original) Servicio y atenci?n personalizada.. todo excelente

(Translated by Google) Very good service, excellent attention! (Original) Muy buen servicio excelente atencio!

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

(Translated by Google) The best of all!! (Original) La mejor de todas!!

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

(Translated by Google) Excellent Attention!! (Original) Excelente Atenci?n!!

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

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.