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    Potrus CPA

    5.0 (16 reviews)
    Open 9:00 am - 9:00 pm

    Services - Potrus CPA

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Potrus CPA Photos

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    Review Highlights - Potrus CPA

    I run all my businesses and personal through Alan and will never let anybody else run my financials and taxes!

    Mentioned in 15 reviews

    Read more highlights

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    Cajucom & Associates - Better Business Bureau accredited

    Cajucom & Associates

    (16 reviews)

    I don't want to write this review, because Cajucom has been a good tax preparation company for us…read moreover several years (I would say 5 star), but I cannot go without telling my experience. The following is an email I sent to the top man, Dante, but it appears they all use the same email address, as the response was given by the same associate that is called out for the issue. I will not give their name, because it doesn't matter in my opinion: I had been waiting for my tax returns to come to my account since February.  Neither State nor Federal arrived.  I went to the IRS website to inquire about my refund.  After inputting the information required, the message I got back was that the information was incorrect and they had no record of my filing.  Same with the State.  I contacted your office to ask if something happened during the process.  An associate took my questions and, after some time, answered that both filings were sent before I left the office on the day I came in to them.  That didn't sound correct, since refunds normally come much faster than this, and the IRS had no record of my filing.  I contacted the CA Franchise Tax Board IMMEDIATELY after getting the information from your associate and spoke with a live rep there.  After giving the information to the Franchise Tax Board rep, he said I would need to wait for my refund, because the filing had just been received minutes before I contacted him.  I do not know the ins and outs of tax preparation, but I do know that I was lied to about when the filing occurred.  Mistakes happen, and had they came clean about it and told me the filing had not been sent, I would have been fine with it.  It would be disappointing, but things happen and it was corrected.  However, they tried to tell me it had already been sent.  They gave me a document to prove it had been sent, which cannot be a true statement, as it was sent the same day the associate and I were discussing it.  This was confirmed directly from the Franchise Tax Board rep not even fifteen minutes after I received the documentation from the associate.  And, sure enough, immediately after I spoke to that rep, I went back to the IRS website, and it also showed that my filing was now processing, after giving them the exact same information that originally was not in the system just two days prior. Dan, you have either created an environment where your workers feel they need to hide discrepancies from you, or the associate is just dishonest.  Either way, I will not return next year to have your team file my taxes, nor will my wife. We have come to you for several years with our filings, but our trust is gone, and we will not take the chance that anyone at your company will do this to me again.   The following is the response I got minutes after sending the email to Dante. The response is from the associate, not Dante. Again, it appears they use one email address for everyone; although I did specifically say, in the introduction, the email was for Dante to read and understand and that I did not require any assistance. Response given: The information we have is accurate and was provided by the IRS/State. This information reflects what the IRS/State reviewed upon filing the tax return. Since we are only a 3rd party, we do not receive information directly from the IRS or State. Please understand that we are also assisting other clients. I cannot believe their response. I cannot believe the IRS and FTB are both lying about when they received my filing (especially since the timing for both receiving my filings coincided with the end of the conversation with the Cajucom associate), lol. I never complained about how long it took to get back to me. In their defense, it was a reasonable amount of time. Either way, I have received both refunds, and haven't gone to jail for tax evasion, since the issue WAS corrected. I just will not take the chance of being lied to by a company I'm paying for a service, and I cannot suggest anyone to use them due to this. Mistakes happen and can be resolved; lying cannot.

    Horrible staff. My brother Divorce still pending for more than a year now. i paid the full amount…read morethey asked but until now they never process . Rodger and Marichu was the one who made promises. I emailed the owner but he never care. Hope they return back my money.

    OC Financial Services

    OC Financial Services

    (95 reviews)

    I don't recommend this place - getting charged over $175 to scan documents and send to an email…read more They're thieves and I'm not saying this because I want to bad mouth anyone but this is insane. I work in law and scanning a document shouldn't be charged whether it's one page or 1,000 pages If their machine is slow as they claimed over the phone then why should the client be penalized then excuses it with "well my employee stood there for two hours!" So what?! That's why she's your employee that you hired to provide a service for an hourly wage. Not in my years of experience doing immigration work or personal injury work have I ever charged struggling families for this. That's not right. I can only imagine the insane amount they charge for getting your taxes done here. These are hard time for immigrant families, this is not the time to be greedy. Actually it never is the time.

    After our previous tax preparer disappeared off the face of the Earth several years ago we had to…read morefind a new person to trust with our financial life... That person turned out to be Irene Christiansen, owner of OC Financial Services in Fullerton CA. Irene is professional & knowledgeable in all aspects of financial management, planning, & tax preparation! She communicates to her clients in a way that's accessible, helpful, & completely understandable -- She meets all her clients exactly where they are in their knowledge of their finances. Her fees are reasonable & her demeanor is warm & friendly. I am happy to have found someone to care for our financial needs that is trustworthy & thorough.

    AT&A American Tax and Accounting Services

    AT&A American Tax and Accounting Services

    (53 reviews)

    I was recommended AT&A American Tax and Accounting Services for my tax and accounting needs due to…read morethe fact that my last tax person lost a lot of my files last season, and overall it's been a really smooth experience. They're straightforward, easy to talk to, and don't make things feel more complicated than they need to be. I had a few questions about deductions and filing changes, and everything was explained in a way that actually made sense without feeling rushed. Turnaround time was solid, and they were pretty responsive when I followed up. What I appreciated most was that it felt organized and personal at the same time; it feels like you're not just another file in a stack. Pricing was fair for the level of help I got, and I left feeling confident everything was done correctly. I'd definitely recommend them if you want a no-drama, reliable place for taxes or bookkeeping.

    Normally I do taxes through TurboTax by myself but last year I sold stocks I was awarded from my…read moreworkplace years ago and I was worried I have to pay taxes instead a refund. It felt complicated filing taxes by myself since I sold stocks so I had to hire a professional. I was concerned of paying a high fee so I contacted AT&A to help me out on my situation and Megan respond back to me via email. I made an appointment with her the next day and she was very detailed and I was not aware with the overtime bill (I am a type of person who works overtime weekly) that recently pass and it helped me paying less taxes than expected. My appointment took an hour and it was worth it when my concerned of paying only taxes for both federal and state, I ended up getting a refund for fed but ended up paying taxes with state but I am satisfied with the outcome they gave me. I would definitely come back here to file taxes again next year and I was 100% satisfied with the service they provided and the cost to file taxes was reasonable too. Thanks again Megan, Danny & AT&A. The drive from Riverside to file taxes in my complicated situation was worth it.

    Potrus CPA - taxservices - Updated September 2026

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