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Ascot Accounting (TAXLOOP)

Ascot Accounting (TAXLOOP)

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Financial Advisory
Outsourced Accounting
Subscription Pricing
Small Businesses
Startups
E-Commerce
QuickBooks
Multi-state Experience
Local Tax Credits
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
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
Sales Tax Compliance
Entity Structuring
Financial Advisory
Outsourced Accounting
Subscription Pricing
Small Businesses
Startups
E-Commerce
QuickBooks
Multi-state Experience
Local Tax Credits
Remote Services

Contact Information

Address

One Park Plaza suit 600

Irvine, California 92614

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-6PM
Tuesday 8AM-6PM
Wednesday 8AM-6PM
Thursday 8AM-6PM
Friday 8AM-6PM
Saturday Closed

Customer Reviews

I've been working with Donovan well into 10+ years now and he's been great. I was referred to him through my father, who was also working with him for his business. Highly recommend Donovan.

I've been working with Donovan for seven years and have valued his consultation. Whether we discuss straight taxation preparation or assess how investments could be affected, he's always provided answers that make sense. He's certainly a trusted adviser to me, someone who has proven to be dependable and very knowledgeable.

Donovan has taken care of my taxes for about 5 years now, and I have had a great experience every single year. He is efficient, understanding, and timely with getting the taxes done. I always appreciate his service and will continue to use his services for years to come!

Donovan is an excellent certified public accountant who is extremely intelligent, analytical, professional and genuine. He is always willing to help and is always available to his clients. I have called him at a moment?s notice to get proper financial advice and accounting perspective and he has always been available to take my calls. The level of attention and service that I receive from Donovan as my CPA is unmatched compared to previous accounting firms I have had experience with. I highly recommend

Taxloop has a very accessible location downtown and friendly staff. Their expertise has been helpful for my business. Donovan has been a great individual to work with in the Taxloop organization.

I?ve had a great experience working with Donovan. Easy to communicate with, was very thorough about the process and the info. I look forward to continuing to work with him on wealth building. Highly recommended.

I?ve been working with Donovan for over half a decade and he never ceases to surprise me in the most positive of ways. He seamlessly handles my personal and business returns and makes the process painless. I cannot recommend TAXLOOP highly enough!

Thanks to Taxloop, I don't sweat my taxes. They have been instrumental in strategic tax planning, bookkeeping and filing our taxes for both our business and personal. I've recommended them to other entrepreneurs. We have tried many other tax people and have found no one as professional and knowledgeable about tax strategy. My highest recommendation.

I've been a longtime client of Taxloop and have always had a terrific experience. Not only can Taxloop be trusted to handle my tax returns, they've been very proactive in making sure that I'm organized well in advance of tax season. I would enthusiastically recommend Taxloop for personal or business purposes - big or small.

Great service. Prompt, efficient, knowledgeable. Will use Donovan's services again next year. Two thumbs up!

Very knowledgeable and helpful. Donovan took the time to explain my tax situation. I'll definitely work with then again

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.