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Zap Tax

Zap Tax

Reviews Summary

Customers consistently praise the professionalism, expertise, and friendly service at this tax service. Many highlight quick, thorough assistance with taxes, including back taxes and maximizing returns. Staff are commended for their patience, clear explanations, and affordability. Several reviewers appreciate help beyond taxes, like health insurance or credit approvals. The team's knowledge, respect, and dedication to clients' best interests are frequently mentioned. Many plan to return and highly recommend the service, noting it's worth traveling for. Satisfaction is high across all reviews, with particular emphasis on efficient, personalized care.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers

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
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers

Contact Information

Address

11743 Washington Blvd

Whittier, California 90606

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday 9AM-5PM

Customer Reviews

I agree, amazing people and service. I haven't done my taxes in a couple of years, so I was nervous about them. I called h&r block and they were asking for 600 just to do them. On top of that, the people at h&r are really rude. I took it to Jesse and he was so understanding and fair with the price. I won't go anywhere else. I live in orange county and it's still worth the hour drive for these brothers. Thanks again! If anybody wants their taxes done, look no further. Thank you xcellence tax services!

I procrastinated on doing my taxes early and I'm glad I did. I was recommended to Xcellence Tax Services in Whittier,CA. and I am satisfied overall with the kindness,humbleness and fast service I was provided with. Thank you Jesse Lopez for assisting me and helping with my taxes.

My company has had a number of tax preparers over the past few decades, and I can say without a doubt that Jesus at Xcellence Tax Services has been the best by far. His expertise and knowledge along with his desire to help do the best he can for you or your company is second to none.

My names Jr.! I needed to get my taxes done the day before the dead line . I went in last mintue to Xcellence Tax Services and Jesus sat me down on the spot ! It was my first time doing my taxes here and He gave me the best advice and even helped me get approved for a credit card while doing my taxes! He's the man !! He got me in and out within a matter of 30 minutes! I'll forsure be going back to Xcellence Tax for all my Tax And book keeping needs! I would recommend anyone to come here they gave me a affo

Outstanding service hands down, very professional? they really know their stuff.. thank you, Jesse you are doing a great job on helping out the senior citizen community..

Went to excellent tax services very friendly and easy to work with Drew was the best ! Handled everything for me in a timely manner and really knowledgeable about taxes, I highly recommend and his place ! prices are Good ??

Thank you Xcellence tax services for you initial consultation. It was clear and inexpensive as a senior Jesus was and is there for me. I'm glad I stopped by without an appointment. I would recommend anyone to get a consultation with jesus.

First time doing my taxes here and I am very satisfied they answered all my questions, very professional and GREAT! customer service, thank you Angelica and Jesse. I definitely will recommend Xcellence Tax.

Excellent customer service and have the job done quick. They got me a max return and they also helped me get health insurance for my mother. They do it all here!!! I really recommend this spot for awesome service!!! Ask for Jesus Lopez for taxes and Angelica for health insurance!!! Best place to go!!!!

Xcellence Tax Services was excellent with customer service able to ask question and get them answered fast. My taxes came in at what they had told me super satified. Will be using them next year for my taxes!

Spoke with Jesus Lopez over the phone. Got a free consultation and it rocked. Definitely will give these guys my business from here on out. Came back and got my taxes done quick and inexpensive.

Drove by this place on my way to PIH Whittier they live up to the business name! Great service, integrity, and thorough communication on all things tax related. Thank you guys again for the help.

Amazing service and people. Jesus and Angelica really have best interest at heart. So rare to find somebody who wholeheartedly is looking to help you out. Highly recommend

Tatal professionals....They are the best in town guarantied. I cant believe how much money I am getting back..

Highly recommend going here for your tax services. They are friendly, make the process easy, and will get you higher returns than any other place I've tried.

I went for my first time and Angie is awesome very professional, and helpful! Flexible on the schedule ?? thank you Excellence they are all very professional.

Jesus really helped me out, he got me my stimulus, and helped me with 3+ years of taxes! Thanks Jesus, Angelica and Julio, great work all the way around!!!

Excellent service, all very professional, they explained all my options well and they perfectly understood all my questions and gave me answers. I am definitely super satisfied with the service.

Xcellence tax service is really good for all your needs I highly recommend coming here.

My respects to this establishment they really know their stuff... Thank you very much Angelica at this stage of life this student needs every penny .. I will recommend you to all my family and friends..

Luis has given me hope. Thank you Luis for everything you have helped me with my taxes and have saved me big time!!!!

I went to xcellence tax services and got the best help available! Would highly recommend to anyone seeking help.

Extremely professional. A pleasure to deal with someone knowledgeable and attentive to detail.A true pleasure to do business with Mrs Gamboa

Thanks Jesus, this was my first year doing taxes. Thanks for explaining step by step.

(Translated by Google) Jesus was able to help me with 3 years of MY taxes. I thought I was going to pay but I didn't Jesus helped me with a lot of respect and knowledge Thank you very much Xcellence Tax Services. Jesus & Angelica are very helpful (Original) Jesus me Pudo ayudar con3 anos de MIs impuestos. Yo Pense que iba pagar pero no fue haci Jesus me Ayudo con mucho respeto y conocimiento Muchas gracias Xcellence Tax Services. Jesus & Angelica are very helpful

(Translated by Google) I am very grateful to Mrs. Ang?lica, she does know how to help the countryman.. very good tax service.. (Original) Estoy muy agradecido con la se?ora Ang?lica ella s? sabe c?mo ayudar al paisano.. very good tax service..

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.

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