Bismark Tax, Inc.

Bismark Tax, Inc.

Reviews Summary

The reviews overwhelmingly praise the tax attorney and team for their exceptional expertise, professionalism, and responsiveness in resolving complex IRS and state tax issues. Clients highlight their ability to reduce or eliminate tax debts, handle audits confidently, and provide clear guidance. Many appreciate the attorney's availability, honesty, and willingness to go above and beyond, even outside regular hours. Several mention successful outcomes where other professionals failed, emphasizing trust and relief in stressful situations. The rare negative review cites communication issues, but the vast majority describe life-changing results with highly recommended service.

About This Listing

Bookkeeping
Audit
Tax Preparation
IRS Representation
Sales Tax Compliance
Small Businesses
Mid-size Businesses
Individual Taxpayers
Complex Situations
Multi-state Experience
Bilingual 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
Audit
Tax Preparation
IRS Representation
Sales Tax Compliance
Small Businesses
Mid-size Businesses
Individual Taxpayers
Complex Situations
Multi-state Experience
Bilingual Services

Contact Information

Address

1370 N St Andrews Pl

Los Angeles, California 90028

Hours

Sunday 7AM-7PM
Monday 7AM-7PM
Tuesday 7AM-7PM
Wednesday 7AM-7PM
Thursday 7AM-7PM
Friday 7AM-7PM
Saturday 7AM-7PM

Customer Reviews

Trust me don?t use anyone else but Bismark Tax. I used my tax preparer for two separate IRS audit years because his service included free audit representation. Big mistake, especially seeing my preparer was an Enrolled Agent not a CPA or Attorney like Isai at Bismark. My preparer gave me horrible advice which lead the IRS to drag in a third year to audit which was not smart at all. I of course fired my preparer and hired Bismark Tax immediately. This was the best decision so far. Isai was able to do h

I recently went through a divorce and sold my home in the same tax year, and to make matters worse, during the process, I discovered some errors and omissions on my prior tax returns. I found Bismark Tax on Yelp and selected them based on their high number of 5 star reviews. From my first conversation with Isai I knew I was in great hands. With the help of Angela, they methodically reviewed and addressed all my issues, returned every phone call, answered every email. Even during their busy tax season, I al

I can't say enough good things about Isai. My wife and I had been penalized almost $5,000 after we tried to start our own business (LLC). We had our first child and this changed things a bit and we decided to hold off on opening the business, however, we didn't realize we were still liable to file the first year's tax return since we never became operational. With our new baby, hospital bills, and since my wife was laid off leaving me as the only household income, we just had no means of paying this off. E

I was really rattled after my initial encounter with the IRS auditor, and called Isai after reading some reviews on yelp. He was very helpful, and took my case on, even though it was a rather small amount of tax due. I wanted a tax attorney to handle this, someone to push back against what i saw as an abusive, uncooperative auditing session. Isai not only knocked my tax due down from $6100 to $1950, he confronted this auditor (after confirming my belief that she was being unprofessional) and called her bluf

Isai is amazing. He is honest, kind, very thorough and professional. He is super available; he answers his phone a lot and returns calls and emails fast. He will give you an honest assessment about if he can help you. He refused to take money from us because we weren't good candidates for a settlement. He steered us in a different direction and gave us referrals to honest, quality accountants. Before we called Isai, we almost went with a lawyer who asked for money and power of attorney before she even knew

The Dynamic Tax Duo! Isai Cortez and Jason Peart are the best tax lawyers I could have found. They are knowledgeable, curteous, prompt, and they get results! I spoke with Isai first about my IRS situation. They were asking for $76K for the sale of an apartment. Isai felt very confident that the amount would be lower. The next time, I spoke with Jason who was just as knowledgeable and even more confident that the amount would be lowered. Jason got it DONE! I was recently told that the amount was lowered to

I just want to thank Isai Cortez and his company at Bismark Tax, Inc. I was getting levied from the IRS all the time and they kept garnishing my wages. I heard about Isai from a couple of friends and found him online. Let me just say that if you want a straight up tax attorney in Los Angeles, CA, this is your man. He picks up the phone all the time and answers texts. I mean he was available 24/7. I owed about $50k to the IRS and $15k to the state and hadn't filed taxes for many years. Isai is a great

Isai at Bismark Tax is the best tax attorney in the entire Los Angeles area. I was 8 years behind on my taxes and was, unbeknownst to me, on the short list to have a sheriff come knocking on my door. When I contacted Isai, he called the IRS and when they told him about the sheriff, he was able to freeze that process, quite possibly saving me from some jail time. He was also able to not only get the entire 8 years of taxes straightened out and current but he somehow managed to get me approximately $5,000

Best tax attorney ever!! Took control of a tax audit for me that I thought was sure to be a financial disaster!! Isai and his team handled it with upmost confidence and assured me the whole time that despite the horror stories I have heard, him and his team would be sure to get everything organized and taken care of and I had nothing to worry about. He was 100% right!! After meeting with him in person I knew I had come to the right place. Our last meeting after the audit was complete he told me the results,

AWESOME JOB ON MY FULL COMPLIANCE IRS AUDIT. RECOMMEND YOU GET A PROMOTION AND !!! A RAISE :D I am in awe of the integrity and work ethic of Isai ! I apologize to Isai for not getting this up sooner. I pray you're NOT going to sue me for loss business as a result !! ;) lol. I got notice of A IRS FULL COMPLIANCE AUDIT (one month after President Obama?s IRS Scandal) I filtered Yelp looking for an attorney, as I knew I was going to need one. Plus, I?d rather give my money to an Attorney then to the IRS. Is

I can not say enough good things about Isai, Angela, Vanessa and the entire Bismark team. I first contacted Isai during the holidays in 2017 after I received notification from the FTB for a field audit. I called at 7am looking to leave a message but Isai picked up and was extremely helpful and offered to meet me in his office in an hour. His complete understanding of my situation and experience with similar matters made me feel really comfortable he was the right attorney for the job. The team explained eve

THE BEST ATTORNEY THAT I HAVE EVER RETAINED PERIOD! Isai just closed my case with the California Franchise Tax Board. The net result was that I did not have to pay a penny to the FTB. Isai was confident from the second that I explained the issues that I would have a favorable outcome. Unlike any attorney I have used previously, Isai returns calls quickly (less than an hour), acknowledges receipt of e-mail correspondence and works fast. Before retaining Isai I checked his reviews and was suspicious of the

UNBELIEVABLY disappointed in Isai Cortez?s lack of attention-to-detail and ethics. Isai, himself, blew us off THREE different times. FIRST time, we spoke to him directly and nothing resulted from it. SECOND time, I spoke to a kind receptionist, who informed me he would reach out to our team. He FAILED to call us back at the time the receptionist reserved. The THIRD & most recent event occurred when Isai CALLED us to set up a phone chat. HE said HE would call later in the evening and (of course) he did so LA

Thank you for ALL your had work, attending our concerns, and resolving our issues. You and your team are awesome. Isai Cortez was able to solve the problems with the IRS that other "So Called" professionals caused when accounting for my business transactions. It was a snarled mess. He and his team were able to sort out and make it so the IRS had a clear picture of what was truly reasonable due to them. I highly recommend them when dealing on complex issues with the IRS.

I reached out to Isai Cortez back in 2013 after I had been fed up with receiving notices from the IRS that they were trying to collect on my past due debt. They placed a lien on my credit report and as you can imagine a lien from the federal government doesn?t make you an ideal candidate for any kind of credit. I?ve seen many commercial for ?Tax Attorney?s? who can help settle debt for pennies on the dollar. But let?s be honest, most of the time they sound like infomercials prying on late night television v

My conversation with Isai was very helpful in getting me to understand the tax laws involving my situation and the steps I can take to be on top of taxes. His answers were easy to understand and made it clear to me what I needed to do. Would highly recommend to anyone who is confused about what to do involving taxes or about a situation with a similar subject matter.

Wow, what a relief ... Isai Cortez of Bismark did for me what 4 so called tax experts couldn?t . After failing to deal with Irs directly Mr Cortez provided me with guidance on the proper way to approach my negative tax situation . Getting me in a streamline payment plan, and reducing my payment by contacting Irs directly and finding out from them(Irs)what I needed to do ASAP before they took action against me. I called Mr Cortez on odd hours even weekends and hearing him say to relax you have time or we

I normally don't write reviews, but I created it just to review Bismark Tax, Inc. I had trouble with BOE when I sold my business in 2016. I didn't know where to look, but I found Isai through yelp 2 years ago. I called him and he was very friendly and knew exactly how to handle my situation. He was very professional and I'm so glad that I went with him to handle my situation! And I owed so much, but Isai (lawyer) and his team Worked their magic!! And I'm paying very little back to settle the OIC and givin

2015 was when I first approached Bismark regarding my installment arrangement. Since then, Isai has taken great care of me and my tax issues. He works diligently, making sure you get the best outcome that is most beneficial. He is in constant communication with you throughout the process. Thank you so much Isai!

Isai and team were a pleasure to work with. I procrastinated filing paperwork for my company with the State, and they helped me file all necessary forms and meet compliance in an expedited fashion. I appreciate the time they committed to helping me understand what I was missing and how to get it all resolved. I'll definitely be coming back with more requests in the future

Bismark Tax Service has been a lifesaver during some tough and very complicated times in my life. Ending up with a multiple year tax audits has been a terrifying experience. Through every step of this process, Isai Cortez, Jason Peart and the entire team at Bismark Tax Service, have been there to guide and mentor me.. Isai and Jason Peart have provided expert guidance and detailed explanations. I am fully confident in their work and dedication. It would be a mistake to go anywhere else. I trust the great ex

I can't put into words how amazing it was to work with Bismark Tax, Inc. Isai Cortez not only assisted me in wrestling down over 12 years of tax issues totaling 6 figures in tax debt and penalties into ... nothing. Beyond that Isai Cortez helped coach me through showing up for myself and my part of this process, which was the problem I was having for years in the first place. If you need help, and you are willing to take direction and put in even the smallest effort, then reach out to Bismark Tax immedia

Isai and his team are great to work with. They have helped me through three audits! They are professionals who understand tax law and assist with complex issues ensuring the best possible results.

I my experience was with only one tax Lawyer and it was with Mr Cortez.He was honest and said I should fight this case against me because it should have been a easy case to win,boy we were wrong.He was fighting against the IRS,the USPS and the California Tax Franchise Board and won my case.I got a check from the IRS for $3444 dollars and Mr Cortez stopped the collection of $17,000 from me.This tax firm should be at the top of the tax attorneys list on the internet.Thanks again Isai for a great job done for

Isai and crew were dogged, patient and effective at helping a family member settle an IRS debt, saving him thousands of dollars he did not have.

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.