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AT&A American Tax and Accounting Services

AT&A American Tax and Accounting Services

About This Listing

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.*

Contact Information

Address

2601 W Ball Rd Suite 201

Anaheim, California 92804

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

We have been doing our taxes with Tai for some years now. He is very professional, honest and always takes his time to assure he does his best with your filing. Everyone in the office is so friendly and helpful. I highly recommend AT&A for tax and Accounting needs.

I love Ty and this company so much! My husband and I have been getting our taxes done with them since 2015 and have only had great experiences! This is their newer location and it runs just as nice as their other spots. They're always extremely efficient, very knowledgeable, and always friendly. We've moved from Orange to Riverside County and it's worth the drive to have our taxes done properly. We've even called during the year when we've had random questions about payroll, child credit, etc and they've al

I'm so grateful for Trang Tureck in helping filing tax for my mom, so promptly and professionally. She did a wonderful job and thoroughly walked us through the process step-by-step. I will definitely recommend AT & A Tax to anyone one who needs to file tax or support with business solution! Thank you again!

I had the pleasure of working with Danny, he helped guide me through my tax situation. His attention to detail and commitment to ensuring that all of my questions were answered thoroughly made the entire process smooth and stress-free. Overall, I am impressed with the level of service I received from this establishment and its staff, and I would highly recommend them to anyone seeking expert guidance and support with their taxes. Danny's exceptional professionalism and expertise made all the difference,

Tai is a very knowledgeable and professional CPA. He helped me with my tax preparation and helped me save tens of thousand dollar in tax. Especially if you are 1099 or own business, you should contact him. I have recommended his team to many of my clients. He deserves 5-star rating best tax firm in OC.

This year, i go on yelp review to find a reliable tax services. I found AT&A tax have so many good reviews so i decided to give it a try. Scheduling appt with them is so easy and fast. I met Tommy who helps me to file my personal tax 2022. I appreciate his patience and professionalism for listening to me because I tell him a lot of my concerns.

Tai and the office are always a pleasure to do business with. Even when it comes to taxes which I dread he is efficient, quick and handles everything making it a pleasant experience!

Steven is very responsive to my phone calls and emails. I filed my tax with him in 2020 and was very satisfied with his professionalism. He makes me to be sure looking over the papers 2-3 times before submitting. I would recommend him to my relatives and friends that they will not worry about their taxes anymore.

Tai is the most wonderful tax professional I?ve met! Last year I was in a bind because my tax person passed away! I was so concerned I wouldn?t find someone who could understand all my different documents. Tai not only helped but made it so this year was even easier! My husband and I are so thankful.

Tai has been my go-to for all things accounting and tax for nearly a decade. He is a true professional and leads a top-notch, highly knowledgeable team. If you're looking for help with anything from business formation to IRS issues, Tai is your guy!

Danny did our taxes last year and it's a no-brainer who we will hire every year. He is fast, friendly and professional. Better yet he is accurate and prices are very reasonable. Make appointments now....he will be booked up in April.

Tai is great and extremely knowledgable. He has been preparing & handling my company and personal taxes for many years and I will not go anywhere else. Tai and his team are fantastic, highly recommend.

Went to Tai's office! Instead of paying thousands for tax, I saved my money and received money from tax return. I'm a 1099 tax payer so I'm struggling every year when the tax season is coming. Now, I'm free of stress with Tai's service! Try his service out and you won?t get regret it!

They are opening the third location for tax and accounting services in Anaheim. I?m very glad to see they are expanding quickly to help businesses and individuals. AT&A team is very professional and always responsive to your concerns/problems. I will recommend this team to my Anaheim friends

Danny is thorough and professional, and really appreciate how quickly he get things done . Definitely will be working with his again next year and highly recommended.

Don't waster your time filing your own tax. You'll be in good hands with Danny at AT&A Tax. He's worth every penny.

Called and asked for their prices ? $150 for a W-2 filer. Lady hung up on me. Thank you lady I wont be coming here!

Danny had a great experience. Very thorough and responsive! Highly recommend !

An is very friendly and knowledgeable. Any questions I had she answered very honestly and professionally.

Professional services! One of the best tax services around OC that you can totally trust.

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.