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ALT Tax Advisors

ALT Tax Advisors

Reviews Summary

Customers consistently praise the professionalism, expertise, and friendliness of the tax advisors. Many highlight thorough explanations, efficient service, and personalized attention, especially for complex tax situations. Virtual options are appreciated, and long-term clients emphasize trust and reliability. The team is commended for making tax preparation stress-free, with clear communication and proactive advice for future filings. High satisfaction with results and deductions is a recurring theme.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
State-Specific Experience
Remote Services

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

Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
State-Specific Experience
Remote Services

Contact Information

Address

16134 Nordhoff St Suite E

North Hills, California 91343

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday 9AM-6PM

Customer Reviews

I have had the pleasure of doing my taxes for the third year in a row with Julia Reed, the Office Manager at ALT Tax Advisors. It's clear that Julia is passionate about delivering excellent service, and her commitment to maintaining a positive, productive environment truly stands out. I couldn't be more impressed with her dedication and professionalism. From day one, Julia has consistently gone above and beyond to ensure that our interactions ran smoothly and efficiently. I highly recommend Julia to anyon

We've been with ALT for a few years now and Edward was truly one of the most professional tax advisors we've worked with thus far. He was patient and thorough. He made a stressful process go so smoothly. He advised us how to make next year even better and recommended other services within the company. 100% recommended.

Edward was our tax preparer for the 2024 tax return and we find him very professional, friendly and very knowledgeable. He answered all our inquiries and explained it well. He was able to identify other docs that we needed to submit and he was able to complete and submit our tax in a timely manner. I would be requesting Edward to help us prepare all our future tax returns filling. And I highly recommend ALT Tax Advisor on Nordoff St. North Hills, CA a go to place for tax filing they are awesome.

I've been going with this company for years and they never disappoint! Very thorough and accurate when it comes to your taxes. Edward is the best! He's knowledgeable, friendly and very professional. He reviews all the documents submitted, one line at a time to ensure all the information is accounted for. Answers all of your questions and provides great advice. I have an LLC and had tons of questions which were all answered by Edward. Highly recommend ALT Tax Advisors and make sure to ask for Edward (Tax Pre

Appreciative of the virtual appointment options now that I live in San Diego! They've been doing my taxes for the last decade and I refuse to go anywhere else. Everyone is knowledgeable and always keeps us updated on what to expect the next filing season; whether it's buying/selling a property, adding a family member, income change, starting a new business, or any new federal/state tax laws. Highly recommend them for all your tax needs!

Always a pleasure doing our taxes with ALT Tax Advisors formerly Cruz Taxes. This year we had the honor of working with Julia Reed and she was amazing!!! answered all our questions and kept the appointment short and sweet. Best of all, she got us a nice return and now its time for some sushi!!!

Thank you for a fast and easy way to do my taxes on zoom. Julia answered all my questions and went above and beyond to really explain the nitty gritties of my possible deductions. I feel confident that I am even MORE prepared to start prepping for next year?s tax season. I would recommend this company to anyone!

I had the best experience getting my taxes done this year! Julia was so professional, thorough, and took the time to explain everything! She lifted the stressful task so much , answered all my questions and I understood every step of the way. I highly recommend their service to anyone looking for expert help with taxes!!!

Julia at ALT was incredibly friendly, knowledgeable, and patient with me and my wife. Tax season is always stressful for us, and Julia's demeanor and experience instantly put us at ease. We left the office relieved and confident in Julia's work. We look forward to meeting with Julia again next year for our 2025 taxes.

I've been a client for over 20 years. This firm has the expertise and understanding you need from a tax advisory service. Ajith Supported my tax return prep this year. He is friendly, knowledgeable, and a genuine pleasure to work with.

ALT Tax Advisor's expertise and attention to detail helped me navigate complex tax situations with ease, and they took the time to explain everything clearly. Not only did they maximize my deductions, but they also set me up for long-term success with smart financial advice.

Julia is always taking care of my TAX return. She is AWESOME!!! She is very efficient as she knows what she is doing. You may want to request Julia when you make an appointment with them. Thank you, Julia, for your excellent service!

Julia was great. She was so helpful and explained all the answers to my questions very well. She made dealing with my taxes easy. Very efficient and professional.

Julia was simply outstanding. Very knowledgable, friendly, caring, and an excellent communicator - exactly what I want from my tax preparer. HIGHLY recommended.

I had the best experience I've ever had here with Julia! She had my documents already prepared when I came in and explained everything to me! She answered all my questions! Best experience ever! Thank you Julia!

Ajith helped with our tax filing via zoom this year. He was ready to answer every question throughout the appointment and provided friendly yet professional service. Thank you and see you next year!

Thank you Edward Barcena for helping us with our taxes. We will definitely be back next year to do our taxes again with you. Thank you for the speedy, efficient and great service.

Julia is amazing . Appreciate the warm welcome and expertise. I would give her 10 stars if I could. Best place and person to do your taxes. Thank you thank you ????????

One of the best Tax experiences I've ever had working with Edward was a dream come true thank you Mr Alain??

This is the second year I have my taxes done by Ajith Sudevan and I am very pleased with the results and will highly recommend him.

Ajith was professional and courteous. He processed our taxes in a timely manner and was very accommodating to all questions.

I recommend that you look for Edward Joseph Barcena. He knows his trade. He is a very good, knowledgeable tax professional. He explained to me item by item.

Worked with Edward on my taxes. Smooth seamless transaction. Been going here for years! Would recommend to others.

Its been always delight to do my tax yearly with Mr Edward for yearssss. He is the Best!

Ajith was extremely helpful and patient with me throughout the entire process! Professional and friendly. Thank you Ajith!

Edward is a rock star!!!! He's the best!!!!! He helped me and I trust him.

Efficient and easy to work with. I appreciate how fast it was to file my taxes. Thank you.

Been coming here for 7 years. They are always patient, courteous and knowledgeable!

Edward was patient explaining everything to me! Thank you!

Edward was timely, efficient, and provided excellent service

I had a very good experience. Thank you!

Amazing experience, very polite and professional!

Always friendly, thorough and quick!

Great service, very efficient!

Love the team!! And Ajith!

Eduardo was very helpful

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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