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Ameritax

Ameritax

Reviews Summary

Consensus:** The reviews overwhelmingly praise the accounting services, with most highlighting exceptional professionalism, accuracy, and long-term reliability. Many clients emphasize decades of trust, expert tax advice, and personalized support for both business and personal needs. The team is frequently described as knowledgeable, responsive, and dedicated to maximizing deductions. A few mention seamless virtual collaboration and proactive deadline reminders. While most ratings are perfect (5/5), the rare 4/5 still reflects strong satisfaction. Clients repeatedly recommend the service, especially for home-based businesses and entrepreneurs, citing significant savings and peace of mind.

About This Listing

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
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

Bookkeeping
Payroll
Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Remote Services

Contact Information

Address

3151 Airway Ave Suite F202

Costa Mesa, California 92626

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I have been with Ameritax now for 5 tax seasons now. They are very well organized and easy to communicate with. Their portal they use makes it easy to submit all the documents need to file your taxes. Their tax experts give very good advice and explain everything so it's easy to understand. The staff is very friendly and helpful as well. I give them my highest recommendation.

We have been working with Ameritech for many years and have always been highly impressed and satisfied with their professionalism, knowledge, thoroughness and efficiency during the heavy tax season! They are always available to answer any tax questions you may have concerning changes to the new tax laws which vary from year to year. If you're not satisfied with your current tax preparers, it would be worth a phone call to Ameritax! We highly recommend them!

I love the continued relationship with Ameritax. They have been great with my tax returns. I would highly recommend others to use their services.

I've been working with Tom and his staff for 4 tax seasons and Ive grown to really appreciate his deep knowledge of money management. In the short time we've worked together, Tom has taught me a lot. I live thousands of miles of away, but our ability to work together virtually has been seamless. One other thing to note, Tom makes learning new tax codes his priority so that he can best serve his clients. That makes me feel well taken care of. I highly recommend Tom and his team.

Accountable Solutions has been an indispensable and invaluable member of our team for many years. They've not only helped us properly structure our accounting and finances for maximum tax benefit, they've also always been there when we've had a question or need. I highly recommend them to anyone, especially people in direct sales in network marketing.

I've been using Accountable Solutions for several years and HIGHLY recommend them to everyone I work with!! They are THE EXPERTS for home-based business owners and entrepreneurs, in my opinion!! They've saved me thousands of dollars every year because they understand my business and the industry, which gives me great peace of mind as well! THANK YOU, Tom, Joe, Rhonda, and all of your team!! Leanne Gordon It's not just how much money you make, it's how much you keep!

Ameritax has been Wonderful with their personal attention to all our filing and tax matters!!

I started with Accountable Solutions in 2003 and made the mistake of going to someone else in 2004, only to end up in an audit. I called Tom at Accountable Solutions and asked for help. He went above and beyond to help me, when he did not even have to. He helped clean up another accountants mistakes and has always treated me like family and I promised him I would never go anywhere else! I have moved all over the country and now reside in Florida and I am a very happy client of Accountable Solutions for Life

We have been with Accountable Solutions for over 10 years. They have been nothing short of amazing. They take care of both our business and personal accounts. Always professional, always accurate. Trust them to take care of our accounting needs.

I've been using Tom Bass and his great staff for several years and HIGHLY RECOMMEND them for anyone with a home-based business!! They are EXPERTS!!! It's not just how much you make, it's how much you (legitimately) KEEP!! And.... How many Presidents did NOT have a home-based biz (ranch, vineyard, etc)?? None. That's WHY the tax laws are so GOOD for our industry! I've learned a LOT from Tom!! And SAVED EVEN MORE. THANK YOU, Accountable Solutions!!!

Amazing knowledge and service. Tom and the staff provide outstanding service. They do both my business and personal taxes, helping me get all the deductions I am entitled to. Additionally, since I am a bit forgetful, they give me gentle reminders before I miss any important deadlines. I highly recommend them!

The entire team is wonderful. We have used Accountable Solutions for years now and they make (for us) a stressful process seamless. They go above and beyond in every aspect and we are so thankful to our friends who referred them to us 5 years ago.

Tom and his knowledgeable staff are always there to assist me as a client. I enjoy the monthly letters of information pertaining to my taxes. I feel I get the BEST group of people working on my taxes. I am a Customer FOR LIFE!!!

We've used Accountable Solutions for 4 years and have had such a positive experience!! They have helped us with our taxes, setting up our SCorp, payroll, etc. We'd be lost without them!!

It has been a great Experiance working with this company they are proffecionals, Kind, and Experianced Staff

We have worked with Accountable Solutions for years. We are confident with the service and trust we will always receive the most from our return.

I wouldn't trust my taxes to anyone else!!!

Going on 19 years with them. Payroll, Taxes, Bookkeeping, etc... They've always done a great job!

These people are amazing! So helpful and know their stuff! We have been with them for years

Very great tax services. Highly recommend!

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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