Clear Start Tax

Clear Start Tax

Reviews Summary

The reviews overwhelmingly reflect high satisfaction, with most praising the professionalism, knowledge, and empathy of the team. Customers appreciate clear explanations, patience, and personalized support, which alleviated stress and built trust. Many felt relieved and hopeful after consultations, citing excellent communication and tailored solutions. A few negative experiences mention lack of follow-up and unexpected fees, but these are rare compared to the positive feedback. Overall, the service is highly regarded for its compassionate and effective approach to tax resolution.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
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

Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
Remote Services

Contact Information

Address

5 Park Plaza Suite 800

Irvine, California 92614

Hours

Sunday Open 24 hours
Monday Open 24 hours
Tuesday Open 24 hours
Wednesday Open 24 hours
Thursday Open 24 hours
Friday Open 24 hours
Saturday Open 24 hours

Customer Reviews

Joseph was very kind and knowledge during our first interaction. If the process goes as well as he described, I have no worries. I would recommend Joe to anyone having tax issues. My dog Beau!

So glad I found this number. Andrew Prado gave excellent customer Service. Well versed on all of my situations Would highly recommend him to help Others!! I feel his pleasant spirit. He was truly helpful !! Excellent!! 5 stars! Mr. Prado was excellent !! He deserves More than 5 stars! Explanation and Mannerism made me feel comfortable That our problems would be taken Care of!!

I had the absolute pleasure of working with Elijah Ellis from Clear Tax Firm, and I can confidently say he exceeded all my expectations. From our very first interaction, Elijah was professional, approachable, and clearly very knowledgeable about the entire tax process. He took the time to understand my individual situation and walked me through each step with clarity and patience. What I appreciated most was how he made something that usually feels stressful and overwhelming feel easy and manageable. Elija

Today marked a pivotal moment in my journey toward rebuilding my life, and it's all thanks to an incredibly genuine and empathetic person I had the pleasure of speaking with. He reminded me of the kind of people we don't come across often?those rare individuals who operate with integrity, selflessness, and heart. This wasn't just business?it was personal. He offered guidance, support, and clarity without pressure, fluff, or manipulation. He saw me?not just a potential client?and tailored our interaction to

I received great service with Marion C. He was very patient and provided me with the security I needed with my current situation. I did look up the program and they are A plus certified through the better business bureau so no worries on that. Looking forward to doing business and getting the help that's needed.

Just getting started but very impressed with Harrell so far. Really wish I would have called him first. Very kind, understanding and patient of my situation. If the same is applied to the resolution I will be Clear Start Tax?s personal cheerleader! I'll definitely recommend them to everyone anyway??????

Tyler was amazing to work with !! Very helpful and informative she explained everything on a level so we could understand it!! We are so grateful and thankful for her help and it definitely has eased our anxiety going forward We definitely ?? recommend her

Waoo, Max has been so helpful and honest and very transparent with the information. He takes the time to explain everything clear so is easy to assimilate every step in the process. We feel so lucky to have him helping us in our case. Thank you so much, Max.

I had the pleasure of working with Marcus Byrd to resolve some complex tax issues, and I couldn't be more satisfied with the outcome. From start to finish, Marcus was knowledgeable, professional, and incredibly thorough. He took the time to explain every step of the process, answered all my questions clearly, and always made me feel informed and confident in the direction we were taking. Thanks to his expertise and dedication, my tax issues were resolved efficiently and with far less stress than I expected

My initial contact was laced with fear , based on my letters from the IRS.Once Evan Called me, his professionalism, knowledge and patience gave me a sense of hope and relief. I can tell he's very dedicated to helping those in need. He so graciously painted a picture of the process step by step. He mentioned that a team would be assisting him with this matter. I'm confident that the team will do it's best to ease my concerns and fear.

I have had the absolute best experience with CLEAR TAX RELIEF and their team of experts! DeShawn Johnson is my Personal favorite! He has got me on the right track with getting my tax business resolved with the IRS. If you're looking to get help look no further because you're in the RIGHT PLACE! I would strongly urge you to call CLEAR TAX RELIEF for all of your tax needs. They will go above your expectations. They are kind patient and most of QUICK. They work for YOU! Give CLEAR TAX RELIEF a call TODAY!

Akul is our case manager and he has set our mind at ease. Such a great guy and explains the whole process step by step. Anxiety has been a big issue in this whole ordeal and process and he helped immensely by confirming our confidence in getting our debt completely resolved. Never want for any of these issues in our finances to occur again so we are very satisfied with his work that him and the team has worked out for us. Thanks again Akul you are such a great help!

Jessica N. was very patient and empathetic during my consultation call, even when I got emotionally wrapped up in the gravity of my situation. I appreciated how receptive she was to my situation when I explained what I could and couldn't do, and came up with a resolution I was comfortable with. Thank you, Jessica!

Working with Marcus Byrd at Clear Start Tax has been an absolute game-changer! From start to finish, he was professional, knowledgeable, and truly cared about helping me get the best possible outcome. Marcus took the time to explain everything clearly, answered all of my questions with patience, and made a typically stressful process feel smooth and manageable. His expertise and attention to detail are unmatched ? he doesn't miss a thing! You can tell he genuinely wants what's best for his clients and goes

My husband and I had the pleasure of speaking with Tyler moore she was very professional and knowledgeable supportive and caring. She immediately made us feel at ease. Her customer Service is outstanding and I would recommend her 100% .we just started with the program last Friday but, I already feel less stressed. Thank you Tyler, Jewel Morrow Update we're still with clear start and Tyler Moore today and headed into the finale stage of dealing with the IRS for tax relief. So far she and clear start

Hello, I want to give a big thank you to Marcus Byrd, the tax relief gentleman who truly went above and beyond to ease my uncertainties. From start to finish, he was kind, patient, and incredibly knowledgeable. He didn't just resolve my tax issues?he took the time to walk me through the process, meet me halfway, and make sure I felt supported every step of the way. Marcus professionalism and compassion made a stressful situation so much easier. I'm deeply grateful for his help!

Eric was very helpful! He made me feel as if my stress was going to finally come to an end as he helped me with a clear and focus plan that was very well executed and explained. He made me feel comfortable that this was the right place to get all my tax related issues handled! THANK YOU!

I would very much like to share my experience talking with this most pleasant person I have talked to IN the last TWO WEEKS. His name is Marcus Byrd. He has a kindness in his voice that makes you feel very at ease when asking questions or what ever problem your having with your taxes. Very knowledgeable about his job and all the questions you have. You definitely need ALOT more like him. I feel blessed to have a total stranger make me smile today and got something accomplished. Long but the truth. Yours t

I PERSONALLY DO NOT RECOMMEND THIS COMPANY-HORRIBLE. UPDATE: Tax Season has come and gone and the only way I hear anything about my case is if I contact them. They have not kept me abreast of my case and have done nothing regarding my tax situation. They have just taken my money. They stated to me in an email that I would only owe one price then on their website they billed me approximately $700 more. I feel betrayed and taken advantage of. No one from customer service picks up the phone or calls back. I

Daniel was incredibly professional, kind, and knowledgeable. He explained the process and concepts in a way that was easy to understand and never made me feel judged. He met me where I was, took the time to really listen, and created a space where I felt comfortable and safe sharing my financial situation. I left the conversation feeling informed and supported. Truly appreciate his approach.

I spoke to Omar first, and he was very knowledgeable on what he was telling me and very kind. My second call was with Sean. He was also very knowledgeable. He explained everything to me very well. He made me understand everything. He was very kind also and very well spoken. I will recommend them to anybody that needs help from y?all. Linda Franks

Sean Brett did an amazing job with answering questions until I understood the program... Very professional with every step he took from explaining each and everything that he was doing and why he was doing it. I was very satisfied with Sean I hung up knowing that everything was going to be all right.

Ms. Tyler has been very professional since my first encounter of learning about Clear Start. Ms. Tyler provided clear instructions on the different phases of the program. She is such an asset to the team, follows through with her calls. Thank you very much.

5/5 Stars - Exceptional Service!** I recently had the pleasure of speaking with Hasee at Clear Start Tax Service, and I'm thrilled to share my outstanding experience! * **Professionalism personified**: Hasee's expertise and courtesy truly impressed me. * **Clear communication**: He patiently explained everything, ensuring I understood my options. * **Proactive problem-solving**: Hasee offered tailored solutions for my specific needs. This phone call was a **game-changer** - the best I've made in a long ti

Elijah Ellis was amazing from start to finish. He took his time to explain everything and made sure I understood before moving on to the next. This is the first time in a long time that I've felt any relief from these tax issues.

I had a nice talk with Marion about my current tax debt situation and let me say, he totally put my mind at ease. He was very knowledgeable about their program and answered all my questions clearly! He's really great at his job and has the perfect customer service! I look forward to working with he and his team soon! Thanks again Marion!

Jessica did a great job working through the details with me and explaining the process. She simplified what to expect and what she needed and eased my mind. She has been accommodating and readily available to answer any questions I have.

Lanell was absolutely wonderful with me. He explained all the reasons for the questions I had. He was perfect I would recommend him and clear start to everyone.

Alan Arroyo presented everything well, he showed me step by step and explained everything to where i understood. His persona was very easy to talk as well as listening was acceptable. He did not sound pushing as others i listen to and paid and tried to get this issue we resolve, i loved that about his, he showed me by links to different links about the company, i look foward in working with him and Clear Start program and Alan

I had created a possible problem with IRS. I was feeling bad and decided I needed to try too comply with the law. Found first company number and called the agent { Mr. Heny} was so kind , professional , and took time to explain and reassured me that was all on the up and up. Explaining what would happen within 2 weeks to get back to me. Also the fee and everything I had to do to get started , for their power of attorney etc. On my behalf was very easy and quick. He went o

Just spoke with Tyler. Her overall performance was great. She seemed caring and empathetic to my concerns and situation. I have not gotten any results as yet f yet but it f it goes anything like she explained to me, this could change my life and I would forever be thankful. Still she was very pleasant and would recommend to others if all goes well. Thanks Tyler

I had an excellent experience with Anthony Bence consultant. He was highly knowledgeable, responsive, and took the time to explain everything clearly. The entire process was smooth, efficient, and stress-free. I highly recommend their services to anyone looking for reliable and professional tax guidance.

Jamie, was very professional, understanding, informative. Also was respectful that I had apt I needed to go to so she was accommodating with swiftness. Not sure on the outcome yet, Wish the retainer fee was cheaper that was inflation it makes sense. I'd definitely recommend her again! & thank you Jamie!

When I called and started my conversation with Marion, I was disillusion sad, scared. He was very comforting and assuring he made me understand that I wasn't the only person in the world that had situations like this come up and then he was there to help me and he did And I cannot tell you how thankful I am that I made that call and then he answered the phone. You got a really good person work in there for you. He's very considerate and he has a great bedside manner. He knows exactly what to say, and when t

My resolution just came back and I couldn't be more relieved. At first, I hesitated to move forward because of the price, but this was something I really needed to take care of. Jessica made sure I was comfortable every step of the way?she worked with me on payment dates and was super patient through the whole process. Me and my wife are truly grateful for everything she did. I can't wait to finally put this debt behind me. Thank you so much, Jessica! Talk to you soon?keep up the great work. God bless!

Tyler Moore was so helpful, extremely pleasant and knowledgeable. She took the time to explain details and what benefits I'd expect from the service provided. A great customer service agent. A pleasure to speak with. Thank you, Michael J. Abenante

David was amazing he truly helped me navigate through the paperwork put me at ease He made the whole experience stress-free. Very knowledgeable young man he knows his job well. I would recommend him and his service to everyone that I know. I was panicking stressing out didn't know what to do I received a letter from the IRS And my friend told me to make the call that's the best call I ever made. I was very fortunate to have David answered the phone once again I truly appreciate you my friend. Whatever anyth

Tyler Moore was incredible in her ability to explain everything in a way that definitely gave me a sense of hope. She was definitely heaven sent. Thank you for your time patience and knowledge ??

Very helpful ,informative ,and easy to talk to. Very nice to work with. THANK YOU TO Eddie Padilla for helping me through this nightmare I have had to endure the last three years you should be part of the A team with your own cape and suit ( probably looking very easy on the eyes) lol well Thank you !

Daniel was great to work with. He explained everything clearly and left no question unanswered. I look forward to beginning the process and hoping for a great resolution I feel comfortable and confident in all that he detailed out regarding the process.

?????????? ?? ?????????? Incredible Experience with Omar Hassan at Clear Start Tax I can't say enough great things about Omar Hassan. From the start, he was professional, reliable, and truly knowledgeable. He helped me set up my account with Clear Start Tax, and the entire process went smoothly from beginning to end. Omar took the time to walk me through every step, answered all my questions with clarity, and made sure I understood everything. What really stood out was how transparent and patient he was?h

I was very worried not knowing what to expect. After speaking to Kamran Lewis, I was very impressed and my mind was at ease. What a blessing he has been to me. He was/has been professional and always friendly when asking questions and explaining what Clear Start Tax does and will do for me. Finally, I feel hopeful and at peace!

Leon was great today, and he was over helpful and made me feel like it's going to be ok. He handle my case with care. I feel like I have a chance to have this debt lifted off of me with Leon?s kind words. I really thank him for explaining everything to the point of where I understood it and knew what I was getting into. I appreciate Leon?s ability to care for me and my situation and he has never met me. Thanks Leon you are great.

David was amazing! He was professional while maintaining a caring supportive manner. He shared how the entire program works in a way that was easily understandable. He answered all of my questions and listened to my concerns. He lifted the overwhelming weight of my tax problems from my shoulders. I cannot thank him enough.

My representative is Elijah Ellis he was very kind and helpful. I am a very analytic person, and he answered all my questions and most importantly he was very patient with me. I would recommend him to everyone this is my first tax issue, and he has made this process very smooth for me. 10/10 stars if I could.

Tyler L is a ROCKSTAR! Very knowledgeable and thorough. He was able is address all my concerns and set my mind at ease. I feel confident that I have the right person and team for my situation. A BIG THANK YOU!!

Elijah Ellis was very helpful. I was really nervous because I've been scammed before but he made me feel very comfortable with the start process. I'm nervous but excited to finally have someone in my corner to help me.

Jessica Nguyen was excellent, we got to personally meet her for the resolution. She's the one and only. The meeting was very positive

Mr. Arroyo (Alan) was the most professional individual I've dealt with in quite sometime. Attentive, patient, clear and informative. I actually understood what was being offered in services, and feel confident with my choice to move forward with Clear Star Tax Refief. All due to Mr. Arroyo. Thank you again for Listening, and working with me.

I worked with Alan and he was amazing. He did answer all my questions, perfect and was just really, really helpful. And he's great, so definitely, Alan is awesome. Thank you so much.

My experience with Omar was great. He was professional, polite, patient, and well-versed. he welcomed questions and frequently inquired if I had additional questions or needed further explanations. His voice was pleasant, confident, and reassuring.

Marcus Byrd was extremely helpful throughout the IRS resolution process. I have been unable to get in touch with anyone over the phone or find a solution due to identity theft issues online, but do not want adverse consequences. He was very informative, forthcoming, genuinely listened, thorough, and was very personable. I feel much better after tackling this and moving forward.

Marcus Byrd and he is been amazing helping me yeah, my tax situation started in so I can get it taken care of. He has been very informative and very helpful. I would recommend him to help for anybody.

I had the pleasure of speaking with Jessica, and the experience was great from start to finish. She was super understanding, patient, and made me feel really comfortable throughout the process. I highly recommend if you're looking for someone professional but also kind and approachable.

I signed up for a consultation yesterday and received a call first thing this morning from Evan. He was extremely helpful, explained everything thoroughly and answered all of my questions. He even worked with me to lower my initial payment and set the payment date out so we could get started right away. I can't wait to have my tax debt be a thing of the past.

I had a wonderful experience on the phone with Marcus. He was succinct and positive throughout the conversation. Any anxiety I might have had before my conversation with Marcus was settled down by his professional demeanor. My thanks to him.

I am working with Marcus Bird he's the one working in my case and I'm heading today for the first time. He was very polite. Very nice very he explained things pretty clear for me to understand and everything seems to be sounded well so let's see what's gonna happen. I hope everything goes well and Marcus thank you for your help

I just want to start off by saying that my representative was hands down one of the best straightforward ,most direct, and business liked, and right down professional with his work. I got to say I was pleased and just satisfied with his generosity and patience with the process of getting the ball rolling in this particular time to do so. You rocked Sonny, keep up the great work at your work place because you will move up the ladder fast enough, if your not already in motion to be looking forward to a promot

Sean was very patient and took the time to make sure I understood all information. He waited while I calmed down from anxiety due to stress of situation I was dealing with and made sure I was comfortable with everything. I very much appreciated his help & support!

Thank you Evan Burge! He went above and beyond at helping me understand my situation and answered every question I had. After speaking with him I feel like a weight has been lifted. I really appreciate you!

I highly recommend Jessica N. for anything related to tax issues. She's incredibly detail-oriented and organized, but what really stood out was how well she listened to my concerns. She took the time to explain everything clearly, so I walked away feeling completely confident in her expertise. The company is lucky to have someone as sharp and dedicated as Jessica on their team.

Evan Burge was so helpful and encouraging during our conversation. My wife and I are new to these types of matters and his knowledge and understanding eased or mental stress. Thank you Evan.

Max Robson. Was amazing and made me feel so comfortable talking to him.I have talked to other tax companies and this is the first time that I felt that I mattered and away he explained things to me was very simple and it took a heavy load that I've been carrying for a long time and made me want to fix this issue with the IRS thank you Mr Robson I really appreciate you for making me stress free and I know you're going to handle my situation. Again I appreciate you and thank you again for taking this heavy lo

Andrew Prado did an amazing job explaining how the program works. At first I was unsure on a few things but after speaking with him I have a better understanding. Thank you I truly appreciate it.

Alejandro Munchmeyer provided excellent customer service when I called seeking help for my IRS tax issues. He was informative and helpful, explaining what could be done and how to proceed. He was very professional and friendly. By the end of our call, I felt very "taken care of." With a workable plan in place, I could take a sigh of relief and I did. I highly recommend Alejandro for his genuine interest in helping people and his knowledge of tax issues and procedures. He is an asset to your company.

Hey! Thanks so much getting me started with your program. You folks are really really helping me out with my tax situation. I've been trying to get answers for years now on how to address my debt. God bless you and your team. Much love from Boston.

I was grateful to be connected with Alan Arroyo, who was very pleasant and reassuring for this stressful situation. I am in currently in the process of waiting to see how my situation pans out but feel a lot better about things after my consultation. Thanks Alan.

Carlos Quiroga with clear start made the starting process easy and simple. He made me feel right at home. I was skeptical with starting this journey due to past experiences but after speaking with Carlos he ensured that he is here to suit all my needs with my tax debt. I would recommend this company to any and everyone who is facing financial hardship and debt with the IRS and I would rate this company and professional team 10/10. Thank you Carlos!

Eric is exceptionally nice and professional. He was like a brother to me .although younger than I ,I know that he does an incredible job for his company. He is blessed with honor, purity and the ability to always satisfy the customer , himself and his company.

LEON RUIZ has been very helpful and I am hopeful they can get my payments down low enough that I can eventually pay off the Federal Government. He has been very kind and understanding and supportive with my best tough time in my life

Received a call from Daniel Melena. I usually hang up from companies like this but he made it feel welcoming and super easy to talk to. Just signed up and hoping to clear the tax debt i owe and become stress free from that. Thanks Daniel, much appreciated brotha.

I spoke with David Figueroa About my tax debt relief. He was very knowledgeable, polite, understanding of my problem, very concerned about me as far as my health and debt to the IRS, and helped me figure out what to do and worked with me due to my issues. I would. recommend him to anyone else that needs help with their taxes that are owed to the IRS. I thoroughly enjoyed speaking with him. He is a great asset to your company.

This is My Review for May 1st, 2025. I was very much impressed and satisfied with the performance of the gentleman Mr. Max Robson. Mr. Robson was the initial tax agent who enrolled me to this company: Clear Start Tax Relief. He was patient with me. I admitted that I normally hang up on all non-familiar numbers. I also voiced to him that his overall initial professionalism he displayed at the beginning of his presentation is the reason I am now enrolled with Clear Start. I was very skeptic of signing up

Aenne Ko, was a great help. Wonderful wonderful phone etiquette. She went above and beyond to help me be able to afford the program... She was VERYYYYY informative.She did a great job all around. I look forward to speaking with her again.. She really represents the company in a EXCELLENT way.. will recommend to my family and friends..... You definitely rocked it girl !!! Keep up the great work.... ??????

Ed Padilla was very helpful and informative. We are looking forward to this process. Thanks Eddie, you made it easy to understand And you gave us hope. God Bless You Erminia and Craig

Elijah Ellis was amazing reviewing the website and making sure I understood everything about Clearstarttax and the benefits. We also discussed the 2 parts which is Investigation and the Resolution. After asking a lot of questions I was able to start my journey with Elijah and Clearstarttax. I owe a lot of taxes and haven't file in years this was the help I needed to get me back on track. Thanks Mr. Elijah Ellis and Clearstarttax for helping me through this process.

I recently hired a tax service and worked with Joseph as my agent, and I couldn't be happier with the experience. From the very beginning, Joseph was incredibly reassuring and informative, making the entire process much less stressful than I anticipated. He took the time to explain each step and answer all my questions, which gave me confidence that my taxes were in good hands. His professionalism and attention to detail truly stood out. I highly recommend this service, especially if you can work with Josep

Sonny S. was professional, friendly, and very helpful. He explained in detail how the program works. He was patient consistently asking do I have questions, do I understand. Sonny S is a model employee.

The talk with the agent was pretty straightforward his explanation was clear and very easy to understand he even got me a discount which every company got that anyway but still he was friendly and explanation was very clear and telling me what the tax relief program is all about.

I can't thank Jessica Nguyen enough for her incredible help. From the start, she explained the program thoroughly, listened carefully to my concerns, and reassured me every step of the way. Before speaking with her, I felt completely helpless. I had tried calling the IRS myself and even inquired with other places, but no one would listen?calls would just end abruptly, and I started to think this might be a scam. But Jessica proved otherwise. She was patient, professional, and understanding. She even worked

Kamran Lewis is absolutely the best! Hands down he he went above and beyond to make sure I was able to make the payment needed instead of saying it wasnt possible he made it all possible. If I could give him ten stars I would!!! Thank you again for Everything Kam, you are the best!!!!????

Marcus Byrd was very nice understanding and explain everything great and I understand everything he explained very well and understandable has very good customer service skills and very excited to be working with him.

Akul Amin was very personable, professional, well spoken and efficient. He answered all of my questions and made me comfortable and confident with the entire process from start to finish. I could bot have found a better account manager and I cannot say enough about his professional and caring acumen.

Spoke with Cesar Patino today and he was more than helpful . He was able to answer all my questions with out me having to ask ! Very excited to see how the Clear Start team will help . Thank you .

I had the pleasure of speaking with andrew regarding my back tax payment, and I couldn't be more grateful. He took the time to explain everything clearly and made sure I understood each step of the process. His patience, kindness, and professionalism really stood out. It's not every day you come across someone who genuinely cares and makes a stressful situation feel manageable. Thank you, andrew I truly appreciate it !

I want to reach out and let you know about a recent interaction I had with one of your retention specialists named Matthew Feldman I spoke with Matthew on 2/12/25 and we discussed all the steps involved in my tax issue. Matthew was beyond amazing in terms of being highly professional. He was well spoken and talked with me in an educated manner. He was easy to understand, speaking clearly, and calmly. He was well versed in explaining the steps involved in the process, and did so at a good pace. Matthew under

Daniel was absolutely wonderful.He exhibited absolute patience with my lack of computer skills. He took his time getting me through the enrollment process. Which I deeply appreciated. Seven star rating from me!!!

Hey this place I've been waiting for has finally called to help me out with my taxes, I found Jamie to be profoundly informative, friendly caring and had a lot to share. I was uncomfortable during the process but she ease me out an assured me that I was in a safe program. I looked at there bbb rating awesome made me even more comfortable my name is Nate Craft an I proud to be joining them. Thank you again Jamie Gause

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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.

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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.

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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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