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AGS Tax Solutions

AGS Tax Solutions

Reviews Summary

Most reviews praise the professionalism, expertise, and helpfulness of the tax team, with many highlighting exceptional service, knowledgeable guidance, and a welcoming atmosphere. Several clients appreciate the personalized attention and stress-free tax filing process. However, one review strongly criticizes unprofessional behavior and poor customer service, contrasting sharply with the overwhelmingly positive feedback. The majority recommend the service highly, with long-term clients emphasizing consistent quality and care.

About This Listing

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation

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

Bookkeeping
Business Consulting
Tax Preparation
Tax Planning
IRS Representation

Contact Information

Address

10085 Carroll Canyon Rd Suite 151

San Diego, California 92131

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-4PM
Tuesday 9AM-4PM
Wednesday 9AM-4PM
Thursday 9AM-4PM
Friday 9AM-2PM
Saturday Closed

Customer Reviews

AGS Tax Solutions is everything I've been wanting in a CPA firm. Jenna was incredibly helpful, patiently answering all my questions and making the process smooth. Goli?s professionalism and expertise were top-notch, guiding me through reporting a 1031 exchange. If you need a reliable and knowledgeable tax team, look no further?I highly recommend them!

Everyone here is so friendly and helpful. They got me an amazing refund whereas when I did it myself it said I owed $1000... If you are going to do your taxes definitely come here! They are a small, honest company who wants to help. Please support local!!

The owner of AGS Tax Solutions, Goli Sadeghi, has been providing her "World Class" Tax Solution services to my commercial real estate finance company since 2016. The owner's best quality is she truly cares about each client. Her representation is outstanding as she treats each client and their service requests with the highest priority. The high level of attention has led to my firm's continued business relationship with AGS Tax Solutions for nearly eight years. AGS Tax Solutions also handles our compan

Goli and her team are very knowledgeable and helpful in planning tax strategies. I had a lot of questions and she had all the answers I needed to make informed decisions. I would highly recommend them not just during tax time, but anytime during the year when making plans. Thank you for putting my mind at ease :-)

i got referred to Goli by a friend for some tax help. i could not believe how rude she was from the get go. so unprofessional. she snapped at me twice in the conversation. that was it. i would never do any business with people like this. they lost a potential new client. she has no people skills and does not know what shes doing. that was very clear. i have nothing good to say about her. they did not seem to care when i mentioned her disgusting behavior.just another inept business person.

I recently had the pleasure of working with Goli and her staff and I cannot recommend their services enough. From start to finish, they provided exceptional expertise and professionalism that exceeded my expectations.

One of the best in San Diego. Very professional and welcoming staff. They go above and beyond to make sure you are taken care of! Smooth process for filing too. Couldn't recommend them more! Thanks AGS!!

Professional and courteous from word go! Goli and her team helped me out in a pinch and they now have a customer for life!

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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