*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.*
505 N Tustin Ave # 195
Santa Ana, California 92705
I recently used ART OF TAX for my tax return services, and I couldn?t be more impressed! From the moment I contacted them, the process was seamless. The staff was knowledgeable, friendly, and took the time to thoroughly explain my tax situation. They were quick to answer all my questions and made sure I understood each step of the process. I really appreciated how efficiently they handled everything, ensuring I received the maximum refund possible while keeping things simple and stress-free. Highly recommen
Have been using Art for many years to do my taxes. Very reliable, friendly and knowledgeable about taxes. I highly recommend Art and his team to do any bookkeeping, payroll or taxes.
Quick, simple, and welcoming! Art went above and beyond for us, offering great service at a better price than we?ve paid in years. So glad to say goodbye to delays and penalties?finally!
Hi ,it was easy to set up & choose available day & time ,then come in with your documents needed, then complete information from needs & sign, all in 30 minutes completed , then you got your state refund in 2 weeks & then the federal refund in about 3 weeks easy & smoothly, that was the easiest & fastest tax refund i got , thank you very very much for your help .
Art is very knowledgeable. I have recommended him to several people at work and they were also impressed with him.
My family and I have been coming to Art for over 20 years. It?s more like visiting a family member to us than getting our taxes done. Best in the business.
I?ve been coming here for 23 years and I enjoy my experience at Art of Tax every time. Art is very knowledgeable about taxes and is always able to make the process very quick and smooth. He talks me through everything he did and ensures accuracy in my filings. Ive recommended him to all my family and will never go to anyone else. If you want a stress free mind regarding your taxes, Art if tax is the place you need to go.
He?s the only person I trust. He?s always following all the updates online. He?s fluent in dealing with clients receiving IHSS. That?s huge!
I had a great tax experience. Very knowledgeable and great atmosphere and GREAT PRICES!!!!
Highly recommend! Great, efficient and quick! Customer service is top tier!!
Art of tax is great. They have great customer service and are very professional.
Great service fast and straight forward I recommend 100%
Art was so helpful and friendly. Be sure to use his services if you want a thorough, accurate and affordable tax option. Found my new tax guy!
We have been working with Art of Tax over three years for our company and personal tax. We are tired of their lack of response!!!!! Always late response. And right now we received IRS past due letter and they said their have no idea on this!!!! we called them and send them email but no response yet!!!!!! Not recommended!!!!!
My family and I have been going to Art of Tax for many years now always a pleasure to do my taxes with them. Awesome staff, friendly and most of all honest.
Best service in the area! Helped me with a big problem I had, will continue to come here every time for my tax needs.
Very fast and efficient filing my taxes with you guys! Highly recommend! Got the best out of my refund. Great with LLC and Buisness corps.
This brother is very nice and I love doing my taxes with him. He is master at his work.
Most reliable tax service with max returns? Professional service, best in SoCal.
Extremely rude - and they are not looking for any new clients, so take your business elsewhere
Honest and trusted, hard working individual. I recommend him to anyone.
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.