*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
17291 Irvine Blvd Ste 251
Tustin, California 92780
Juan has been doing my taxes for years. Always a great job! Gets everything done so quickly even when I wait until the last minute :) Very professional and courteous. Thank you Juan!
2nd year getting my taxes filed at Allied Tax Group. The process is simple and Juan is super awesome and helpful! Thank you for your knowledge and help. Looking to come back again next year ??
Just got my taxes done with Juan. Allied tax group is great and very customer friendly. Would 100% recommend Juan.
I have been going to Allied Tax Group for a few years now. Always the best experience and top notch service. Easy to make an appointment that fits my schedule. Super knowledgeable and professional staff. I wouldn't go anywhere else. I've recommended Allied Tax Group to many friends and all have been extremely satisfied. Juan is our guy. Highly recommend!!!
Juan and the Allied Tax Group exemplify what customer service is all about! 10/10 would recommend.
My husband and I have been coming to Juan with Allied tax group for about 9 years now! And over the years most of our families switched over to him as well. I always dreaded doing my taxes until we switched and I'm so glad we did! Juan makes the process so easy, smooth and fast. He is very professional, great communication skills, thorough, responds quickly to questions or any concerns we have. Also love that he doesn't make you feel like your any other customer, even though we see him once year, it seems l
Juan has been doing my taxes for several years and I wish I could give more then 5 stars!!! He's so professional, knowledgeable and works with your availability. I recommend Juan and his team to get your taxes done efficiently.
I have been going to Eduardo for our taxes for years. I will never trust or go anywhere else. He is extremely thorough and trustworthy. He answers all my questions (and I usually have a lot!!). He is very flexible with his hours as well which is very convenient. Thanks to Eduardo and his team for consistently great service throughout the years.
I've be been going to Juan at Allied Tax Group for over three years now to do my taxes. Each year I'm able to get an appointment without wait. Juan is excellent at answering any questions I have regarding my taxes. Juan is quick and efficient and makes filing taxes any easy task. I highly recommend Juan and Allied Tax Group.
I have gotten my taxes done with Eduardo for many years and he has always done a great job doing my taxes. He is kind, professional and seems to be very informative on any questions I have. He is always helpful, and always available to help. I recommend him highly.
The Allied Tax group has been a huge help when filing my taxes. I always book with Juan and he has me in and out of there with ease! Such a smooth process with these guys!
I've used Juan at Allied for a couple of years. He does a great job communicating with me, helps keep me on top of dates and made my tax filing as painless as it can be. 100% recommend using them for all your tax needs.
Juan and his team were so helpful with my taxes. From the moment you walk in, their receptionist and team Are very professional. No long waits! I didn't have to worry about a thing as they were very thorough in explaining my return and why I was getting that. I didn't have to worry about over paying! I would highly recommend this tax group!
Been using Juan Santa with Allied Tax Group for years. He is the best! Great service and super friendly. Checks in with me throughout the year checks in on my son. Such a good guy!
Allied Tax Group LLC is and has always demonstrated thoroughness, attention to detail and professionalism unmatched compared to my prior experiences. It may seem stressful and hectic when tax season arrives; whether it's work, friends or family pulling you in multiple directions. However, this is what makes Allied special. They are willing and flexible to work with your schedule to fit best your needs. Front desk is always helpful with providing you with the information regarding appointment time, potential
I've been going to Eduardo for a few years, he's always there to answer any questions I may have. He finds a way to work around your schedule to take care of any concerns you may have, also always going above and beyond taking of his clients. Eduardo and his partners are so welcoming and always smiling. Highly recommend them!
Juan Santa has prepared my taxes for several years now. His professionalism and efficiency are unmatched. His prices are very competitive and his personalized service out does his competition. I look forward to hiring Juan for future tax preparations.
I have been going here for 5 yrs now and Juan is always quick & efficient with my tax returns, this year I was able to do everything through their new app and I was able to get everything done within 15min! Juan always does his best to ensure everything is accounted for & accurate I will continue to go to him for many years.
Allied Tax Group LLC, is as professional as it gets! My family and I have been coming here for many years! Edwardo and his office staff are very Knowledgeable, helpful, and friendly. I always recommend Edwardo to my family and friends.
Been coming to Allied tax group for a couple years now. They're all happy to help you and are very knowledgeable. The wait time is short and try helping you out right away and most of the time they try booking you the same day. I would defiantly recommend this tax place for anybody.
My husband and I have been coming here for almost 5 years now. Eduardo is the best, he's always going above and beyond for his clients. That's what we love, and that's the reason I highly recommend him and his partners to my friends and co-workers.
Let's face it, taxes are boring, complicated and with laws constantly changing it's difficult to keep track of it all with our already busy lives. This is why I trust Eduardo and his team to make sense of it all. Not only will they explain everything to you and make sure you understand it all but they can also give you suggestions on how to improve your financial situation for the following year. They also look for ways to make the process easier for us so that we can continue with our busy schedules. The
Eduardo Lopez has been my tax preparer for over a decade. I couldn't be more satisfied with the time and effort he puts into my tax forms. He makes sure that we review together all of the forms before he sends it to the IRS. I havent had any issues with none of my paperwork. I would gladly recommend him.
Don't hesitate to come here. See Juan. He is amazing. Fast and efficient. Answers all of your questions in a timely matter. I've been coming here for years and I've referred him to family and friends. We all are very happy with the services he provides.
I've gone here for the past couple of years and Eduardo is amazing! He answers all my questions and is extremely helpful. I wouldn't want to go anywhere else or with anyone else. He's flexible with times to so he always makes time to see his clients. Definitely keep recommending him to other friends and family
Not only is Juan's team professional but they also make you feel like you are family. I would highly recommend Allied Tax Group LLC to anyone. These guys know their stuff. Thanks Juan
I've been going here for years. Great team of tax specialists! I was able to get all my paperwork done with ease. They really know what they're doing, and I am always very happy with their results.
Had a great experience with Allied Tax Group. Juan and his team members were very helpful and made my tax filing a breeze.
Juan provides excellent service. He made doing my taxes fast, easy, and convenient. My experience was great, I recommend this place to everyone.
I've been doing my taxes with theM for a while and they are very professional, they work fast and they make sure to answer any questions you have about your taxes. They make things very convenient for you and I always get my tax return on time. I highly recommend them.
Juan is awesome! I am a procrastinator and did my taxes on the last day, submitted all my paperwork and Juan handled everything for me on the spot! Juan is my go to for all my tax needs! Thank you Juan!
I really love coming here ! Everyone is so welcoming ! We always come see Eddie he is very kind and helpful and easy to work with . Thank you Eddie and your team I appreciate all your hard work and efforts ! See you guys soon !
Friendly, affordable service. Allied Tax Group is detail oriented & dependable, they have always gotten me the best returns, in the most efficient way possible.
Been doing my taxes with this company specifically with Juan for atleast, these past 5 years. Awesome business, always provides advice when it comes to investment options.
They are very professional, work fast and keep you informed of everything they are doing. I've been using them for years and I have never had an issue with them. I highly recommend them.
These guys are great. I've been going here for a few years now and these guys are always on top of it. They really have your best interest in getting you the best deals. Can't recommend them enough.
Juan is super attentive to every detail when doing my taxes and he always manages to squeeze me in when I call last minute. Very professional experience for the last 5+ years I've been going.
This is one of the best places I have ever done my taxes, The service is one of the honest ones, legally accurate and friendly service. I have already recommended there services to my family and friends (I don't do that often) so you should try it.
Definitely recommend Allied Tax group! Very professional and detailed. Ask for Eddy, he is very personable and helpful.
I am very happy and extremely satisfied with my experience here . Everyone at the office was friendly . The staff was very patient and answered all my questions with great detail . I really enjoyed my experience and will definitely recommend my friends and family to come here .
Amazing service with Juan!! Always does our taxes and makes it fun, quick and convenient. I highly recommend their high quality service!
Best experience getting my taxes done. Fast, easy and affordable. The mobile app is great! I would highly recommend.
Everyone was extremely helpful and explained everything in detail. Thank you! Even my girlfriend wanted to come to do her taxes, because of the great service that was provided.
Professional and always punctual, love how friendly there whole staff are. Would recommend for all my friends and family members. Thanks you guys so much, for you hard work.
Amazing service have been doing my taxes here for over 5 years, I highly recommend!
Amazing Service always had answers to my questions and my appt's were always on time never had to wait.
Best taxes I've had done. Highly recommended!
(Translated by Google) The best group to do your taxes, with personalized attention depending on your needs, Juan and Edgar are excellent professionals who help you resolve and clarify your tax questions. 100% recommended. (Original) El mejor grupo para hacer tus impuestos, con atenci?n personalizada dependiendo tu necesidades, Juan y Edgar son excelentes profesionales que te ayudan a resolver y aclarar tus dudas de impuestos. 100% recomendados.
(Translated by Google) I recommend Allied Tax Group LLC 100%. They have provided me with the best income tax service in the last 5 years. They accommodate your work schedule, you feel welcome in their office and the most important thing is that they are very professional and know their job very well. I am 100% sure that Allied Tax Group is the best place to do my taxes. (Original) Recomiendo 100% a Allied Tax Group LLC. Me han prove?do el mejor servicio de income tax en los ?ltimos 5 a?os. Se acomodan a t
(Translated by Google) I recommend that you go through your preparation with Edgar Lara, he is a very professional person and also always tries to help you have a better refund without any problem. A very professional and recommendable place. (Original) Yo recomiendo que vayan a ser su preparacion con Edgar Lara es una persona muy professional y ademas siempre trata de ayudar a que tengas un mejor reembolso sin ningun problema. Un lugar muy professional y recommendable..
(Translated by Google) Excellent. Very professional. (Original) excelente. muy profesional.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.