QC Tax and Accounting
What we could verify
- Registered business?
- Not verified
- CPA license or firm permit?
- Not verified (searched the state board)
- Publishes prices?
- Not stated on its website
- Local or remote?
- Local
- Software?
- QuickBooks
2 of 5 answered from a dated source.
Documents 3 of 5 core services.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | QC Tax and Accounting | home page | |
| Website | https://qctaxpro.com/ | home page Sep 26, 2026 | |
| Office locality | Covina, CA | home page | |
| Phone | +16263319168 | home page Sep 26, 2026 | |
| Offers bookkeeping | Documented: QC Tax Pro Accounting Service | Bookkeeping and Tax Plan Skip to content QC Tax Pro Accounting Service Bookkeeping and tax done for... | home page Sep 26, 2026 | |
| Monthly bookkeeping | Documented: ...Why clients switch to us → What we do Everything a small business or family needs Monthly bookkeeping Books closed every month, reports you can read, questions in your language.... | home page | 8 pts (max 8) |
| Payroll coordination | Documented: ...✓ Profit and loss Ready ✓ Manager review Done ✓ Filings Sales tax · Q2 Filed ✓ Payroll · Q2 Filed ✓ Statement of Information Filed ✓ We still need August credit card... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...Respond by Oct 20 Reply Drafted ✓ Monthly books · August Bank accounts 3 reconciled ✓ Profit and loss Ready ✓ Manager review Done ✓ Filings Sales tax · Q2 Filed ✓ Payroll · Q2... | home page | 6 pts (max 6) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Local / remote model stated | Local | /how-it-works | 3 pts (max 3) |
| What is included / excluded | Documented: ...Led by Quentin Chen, CPA and Steven Lee, EA · English, 繁體中文, 简体中文 · Covina office What's included Bank and card reconciliation, every account Monthly profit and loss and balance... | /services/bookkeeping | 5 pts (max 5) |
| Onboarding described | Documented: ...a secure portal instead of phone photos and lost emails. Book a free consultation See how it works → See it in action Your accounting, on your phone An illustration of the client... | home page | 4 pts (max 4) |
| Reporting cadence stated | Documented: Your books closed every month in QuickBooks, reviewed by a manager, with reports you can actually read. | /services/bookkeeping | 4 pts (max 4) |
| Named contact / team | Quentin Chen, CPA | /services/bookkeeping | 3 pts (max 3) |
| Communication channel / process | Documented: ...us documents from your phone with a secure upload link. No password needed. New Our new secure client portal is here. We're moving existing clients over in groups, and your team... | home page | 3 pts (max 3) |
| Working contact route verified | [email protected] (mail server found) | DNS check Third-party Sep 26, 2026 | 2 pts (max 2) |
| Privacy / data-handling page | Documented: Privacy | /privacy | 2 pts (max 2) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-11-09 (Firm's own website): Catch-up / cleanup (0 pts, max 5); Pricing approach published (0 pts, max 6).
- Not verified. Searched California Board of Accountancy licensee file (DCA public licensee data) for CPA firm records named 'QCTaxPro' on 2026-09-26: no matching record (State accountancy board): Active CPA firm or individual license (state board) (0 pts, max 8).
- Not verified. Searched the IRS PTIN holder file (updated 2026-02-23) for business name 'QCTaxPro' in Covina, CA on 2026-09-27: no matching preparer record (IRS preparer records): Bookkeeping designation (AIPB/NACPB) or IRS preparer record (0 pts, max 6).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Service area; AP / AR (0 pts, max 4); Industries served (documented) (0 pts, max 5); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.
- Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).
Data limitations
- 18 of 21 evidenced items come from QC Tax and Accounting's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
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