Verified Tax preparation service

SB BOOKKEEPING & TAX SERVICES

Santa AnaClosed nowOpens at 11:00 AM

About

SB BOOKKEEPING & TAX SERVICES is listed on FindALoco in Santa Ana, CA with address, phone, website, hours, and map location. Common services and related keywords include Tax Preparation Service.

SB BOOKKEEPING & TAX SERVICES is a tax preparation service in Santa Ana, CA serving individuals and small businesses looking for help with tax filing, bookkeeping, and accounting support. Located at 2112 E 4th St Ste 228-A, Santa Ana, CA 92705, this office is part of the local Orange County business community and may be especially relevant for nearby residents who prefer working with a neighborhood provider rather than a large chain. For people searching for tax preparation in Santa Ana, bookkeeping support, or help managing both business and personal tax matters in one place, this office is one option to consider.

Based on customer feedback, clients often mention working directly with Susana for ongoing tax and bookkeeping needs. Reviews describe support with personal taxes as well as business accounting and bookkeeping, which suggests that SB BOOKKEEPING & TAX SERVICES may be a fit for clients who want continuity from year to year. Some longtime customers say they value clear advice, professionalism, and help with questions during tax season. For local business owners in Santa Ana or surrounding Orange County areas, having one office handle bookkeeping, accounting, and tax preparation can be convenient, especially when you want a more familiar, relationship-based experience.

The office keeps weekday hours from 11:00 AM to 5:00 PM, Monday through Friday, and is closed on weekends. That schedule may work well for clients who can plan appointments during the business day and want a weekday visit in Santa Ana, California. As with many tax offices, calling ahead and confirming appointment timing, services needed, and pricing details may help create a smoother experience. A little preparation before your visit can make tax filing less stressful, particularly if you are bringing business records, prior-year returns, or bookkeeping documents.

Public reviews show a mix of positive and negative experiences, with a current rating of 3.6 based on 14 reviews. Positive reviewers highlight long-term relationships, reliability, and support across both tax and bookkeeping matters. At the same time, some reviewers raise concerns about communication, wait times, and fees. Because of that, new clients may want to ask detailed questions in advance about service scope, appointment expectations, and total charges before moving forward. This kind of direct clarification is often useful when choosing any tax preparation service in Santa Ana.

For those seeking a local office with experience in tax preparation, bookkeeping, and accounting-related assistance, SB BOOKKEEPING & TAX SERVICES remains part of the conversation in Santa Ana, CA. It may appeal most to clients who prefer a smaller office setting and want to discuss tax needs face to face. If you are comparing tax professionals in Santa Ana, it can be helpful to weigh the office’s location, weekday availability, range of services mentioned by customers, and the importance of confirming communication and pricing upfront.

Ratings & Reviews

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jonathan rodriguez
6h ago

I have been doing my taxes with Susana many years. She is very intelligent and a easier to work with. She provides the best advice and helps maximize my refund. She is very professional and reliable. She is very helpful with any questions I may have and I will continue to work with her for many years to come. I highly recommend her tax services. She is amazing

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Daisy Garcia
6h ago

Stay away from the office they charge me $1800. Whit out telling me. They just told me how much money I was going to received and they never told me they were going to keep $1,800 of my refund!!

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Jocelyn Perez
6h ago

Made an appointment in advance with Susana to do our taxes today at 2pm and waited for 20 minutes before knocking on the office door. (She was with another client laughing and talking ; doing their taxes) when she opened the door she told me to wait a bit longer. 25 minutes of more waiting, my husband and I decided to leave.I Don’t know how “good” she is but what she definitely lacks is professionalism and respect for her clients time. I was referred to her but I will honestly never recommend her to anyone and tell them to stay away! Find someone who cares enough to at least give a call in advance to either reschedule for a later time or has awareness of their time management. If I could give 0 stars, I would! Very disappointed of getting my time wasted…

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The Beauty Sculpting Studio
6h ago

I have been going to Susana for over 15 years. She manages all my Accounting and Bookkeeping aspects of my business as well as the personal side, including Tax Services. She has always have gone above and beyond. She is the best! She is located in Santa Ana, CA so if you are in Orange County or surrounding areas I recommend you sent up an appointment.

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Mr. Alfred M Villa
6h ago

Susana is a joke!! Don’t trust this place with your socials, addresses and phone numbers it’s fraud all the way through. Hidden away upstairs in a sublet office with like 5 other business in that tiny office. Will be filling several complaints!

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