AOPTA The Property Tax Experts, LLC

AOPTA The Property Tax Experts, LLC

Reviews Summary

The overwhelming consensus is extremely positive, with nearly all reviewers praising the exceptional service, expertise, and professionalism in handling property tax appeals. Customers highlight significant savings (often thousands of dollars), thorough explanations of complex processes, and personalized attention. Many emphasize the team's responsiveness, strategic approach, and willingness to go above expectations—even offering free consultations. A single negative review cites poor communication and unmet expectations. The vast majority strongly recommend the service for property tax reduction, describing it as stress-free, highly effective, and worth every penny.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
Real Estate
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits

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
Financial Advisory
Real Estate
State-Specific Experience
Multi-state Experience
Cross-border Taxation
Local Tax Credits

Contact Information

Address

2434 Fenton St Bldg 300

Chula Vista, California 91914

Hours

Sunday 10AM-3PM
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday 10AM-3PM

Customer Reviews

Anthony O'Connor knows his business. I consulted with him on a residential tax appeal and he quickly evaluated the situation and gave me specific next steps to take. It was easy to set up a virtual appointment through the website and send Anthony documents via the website. In addition to being highly competent, Anthony truly cared and took the time to elaborate and explain additional details and possible outcomes. Payment was also quick, fast, and processed via a secure website. All around it was an excelle

Anthony went above and beyond during our consultation call. I had a complex change of ownership and value assessment on my property. Anthony spent time before hand researching my property and documentation I sent him, then spent time with me during the consultation walking me through my options. We ultimately decided on a solution that I was more than capable of doing the paperwork for, and there was no pressure for his team to do the work. He did this all free of charge. 100% recommend reaching out to AOPT

I had a great experience with this company. He assisted me over the phone and went out of his way to do research?even during our very first call. His efforts and support were incredibly helpful in preparing me for my assessor meeting. I truly appreciate his help, and I'm hopeful that my upcoming assessment appeal will go well. Thank you!

Anthony went above and beyond to assist. He was patient and very informative in answering all our questions regarding a reassessment appeal. He saved us a lot of time and stress!

Working with Anthony from AOPTA, has been great. His team is quick to respond and handles the process of claiming tax reduction seem simpler and less cumbersome.

I gotta say, Mr. Oconnor and the team at AOPTA are professional, kind, and most of all just easy to talk to. Before I found them, I called about 5 or 6 different attorney offices, public officials, and tax services. No one picked up it was either AI bots, voicemail, or some third-party companies trying to sell my info. Then I called AOPTA and within a ring or two, Anthony Oconnor picked up. Not ai, not an assistant or some person across the world from me, just a real person in Chula Vista ready to help. H

We had a huge property tax increase on our property and we were shocked and scared. We had never dealt with this before. We are beyond grateful that we found Anthony and AOPTA property tax experts. Anthony is an absolute professional in his field? he has the experience and knowledge to fight these cases for you. Just as important is that he is kind and genuinely eager to help win your case as if it is his own property. He was patient with all of our concerns and he and his team returned our calls and emai

Anthony was extremely timely and tactful. He was very informative and took the the time to explain. Not many people like him left that provides sound advice. Appreciate his time. Will refer and do business in the future!

Anthony is absolutely fantastic. He gave my case 100% of his attention. Although he worked on a contingent basis (no fee unless he wins), he worked so many hours on my case that I began to feel guilty and was prepared to pay him even if we did not win our case. I had approached several other property value appeal companies. Each of them said I had no case. Meaning, they did not think I had a case to win so they wouldn't be paid. I knew I had a very strong case and AOPTA helped me to develop it and arg

Highly recommend Anthony at Aopta. Even though we didn't end up working together he was very helpful. I appreciate that he took his time to answer questions and make the process easier to understand

Anthony was great to work with, his analysis of my property was air tight, and he conveyed the evidence well in the hearing.

If you want representation that leaves you high and dry, Anthony of AOPTA is your guy. In our brief discovery call he was attentive and said there was a good chance we have a case. The appraiser valued the property $200,000 under purchase price. Needless to say the rest of the experience he was pretty much hands off and hiring him produced zilch. 9 working days before the hearing I found out we ?don't have a strong case.? I only found out that info because I'm the one who initiated the email to ask. He had

Anthony is super helpful for all your real estate property tax questions. He helped save me $$$. Don't hesitate to call if you have any questions.

I'm delighted to share my experience with Anthony O'Connor and his team at AOPTA. They provided exceptional service and helped the assisted living facility in contesting our property taxes. In the wake of the pandemic, the facility was struggling to keep up with expenses, and property taxes were one of the most significant concerns. Anthony and his team took on the daunting task of contesting the property taxes and worked tirelessly to secure a successful reduction. Throughout the process, Anthony and his

Great experience working with AOPTA. Easy to work with and saved me a ton of money! I'd give them 10 stars if I could!! If you own real estate, you owe it to yourself to reach out to them. You don't know what you are missing out on until you talk to Anthony and his team.

Anthony and his team were INCREDIBLY helpful with our property tax appeal. They were able to get us a substantial reduction and throughout the process were very communicative, helpful and professional. I couldn't recommend them highly enough!

I was concerned about the increase I had in my property taxes and felt I should appeal the increase. AOPTA under the guidance oo Anthony O?Connor made the appeal process seamless. They did the comparison research, appeared before the Appeals Board and secured a refund for me. If I ever had a similar problem again, there would be no doubt that I would rely on this very reputable company. Deborah Clark-Stewart

Anthony is easy and friendly to work with. He takes the time to listen and really try to help. I appreciate that. Thank you!

Anthony and his team successfully helped reduce our property tax by over $4k! highly recommend!!

Anthony called me as I was nearing my next level hearing for my property taxes. My home was wrongfully evaluated over 1.5k of my purchase price due to other home sales that were not realistic comparables for my house. I tried the first round of appeals by myself and despite the evidence, I was not heard by the appeals officer. A few weeks before my board hearing, Anthony called asking to help with my case. Being a realtor himself he knew exactly what he needed to present that would bring the base year valu

We have a showroom in the fashion district of downtown Los Angeles, contrary to the lower market value, the property tax has keep rising every year. So, we felt it must be unfair, but after doing a business with AOPTA, it changed to be so fair. In 2023, we received the refund check from LA county with the amount of about $20,000 after an appeal by AOPTA. This firm analyzes well about the fair market value of the real estate and knows well how to pursue the county assessor for the tax deduction. AOPTA is wor

Anthony was amazing. He was able to research my scenario and help me avoid a reassessment of my property taxes, which saved me tremendous amounts of $$$$. In addition to this, Anthony was professional, knowledgeable, and very quick to respond. Highly recommend!

Anthony is great to work with. He is the right person to get your property tax lowered if you need help. We are very happy with his service!

I just got off the phone with Anthony. I am so impressed I need to share my experience. He's a super nice guy with a great deal of knowledge. He provided me with valuable information that I know will help me successfully reduce my inflated tax bill. Thank you Tony!

So glad we connected with Anthony at AOPTA after buying a property that got assessed over purchase price. Anthony managed to save us about $4000 a year in taxes as the county ended up assessing the value at a lower and reasonable price. I definitely recommend AOPTA! Thank you

Completely stress free experience; Anthony prepared for me at the time that I have high stress level, after effect of global Covid, at work. Much as I need to dedicate time to prepare for the hearing, he did all the analysis and guided me on what I need to submit to him. We got a reduction that was very much needed.

Mr. Anthony is professional, and he knows direction that how to handle with the assessor of LA county. My case still on going and he represented for Assessment Appeals Board to deal with it.

We were planning to fight this ourselves, but Anthony reached out to us with a great strategy. He was prompt, professional, and very communicative. I'd hire him again.

Anthony was incredibly helpful, spending an extensive amount of time explaining the property tax appeals process to me to ensure I understood my options.

Anthony is an expert at property taxes. Not using his service and knowledge could cost you thousands of dollars per year for the rest of your life! Do yourself (and your finances) a favor, call Anthony and have him help with your property taxes.

AOPTA contacted us regarding our appeal and took over and handled it expertly and got us the highest refund possible. I would recommend them to anyone submitting an appeal to the property tax department.

Amazing company! Great communication and professional in every-way. Would recommend Anthony and his team 110%! Thank you for all you did for me and my family.

I highly recommend Anthony. Anthony is very professional and really knows his business. He saved me a ton of money on my property taxes!

Helpful and very insightful in the property tax department for development. Was able to help us fix issues prior to them becoming deal breakers for properties. Would highly recommend

AOPTA handles all my clients property tax. They are organized, professional and reliable. I highly recommend them

Excellent experience! 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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