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Colonial Tax Relief

Colonial Tax Relief

Reviews Summary

Customers overwhelmingly praise Colonial Tax Relief for their exceptional service in resolving complex tax issues with the IRS. Reviewers highlight the team's professionalism, knowledge, and patience in guiding clients through stressful tax situations. Many note significant reductions in tax liabilities, often exceeding expectations. The company is repeatedly commended for making the process smooth, affordable, and less stressful while providing personalized care. Clients appreciate the clear communication, frequent updates, and genuine concern for their financial well-being. Multiple reviews emphasize restored trust in tax relief services due to the team's ability to deliver promised results. The consensus strongly recommends their services for anyone facing IRS challenges.

About This Listing

Tax Preparation
IRS Representation
Individual Taxpayers
Complex Situations
State-Specific Experience

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
IRS Representation
Individual Taxpayers
Complex Situations
State-Specific Experience

Contact Information

Address

25096 Jefferson Ave suite b

Murrieta, California 92562

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5:30PM
Tuesday 8:30AM-5:30PM
Wednesday 8:30AM-5:30PM
Thursday 8:30AM-5:30PM
Friday Closed
Saturday Closed

Customer Reviews

Due to excellent judgement on my part on answering the right phone call and the expertise of two extremely intelligent caring men I am now able to sleep at night! Colonial Tax Relief has given me the piece of mind in knowing that my tax nightmare, as so many of us have, is in good hand. These gentleman know what needs to be done to fix all my problems and really get down to business on a very personal caring level. They truly care about you and your individual tax and financial situation as I have spent

I would like to highly recommend Colonial Tax Relief, for their exceptional customer service care that I have received from this five star company. Scott and Michael together have gone beyond what one would expect from a tax service business. Every time I have had the opportunity to speak to either one of these fine gentlemen, I sincerely feel like I am speaking to old friends. Thanks again for the outstanding customer care! Simone Y.

Let me start this post by saying LOOK NO FURTHER, for assistance with tax debts. I must admit I've had my share of incompetent so called tax relief companies. I will admit I had a bit of skepticism going Into this one as well. However Michael, Scott and their whole team definitely restored my faith in believing there are companies that do exactly what they say they are going to do. They definitely get the job done. They settled an amount for me that I thought was impossible. Thank you guys! The highest rec

Dealing with the IRS or any three letter government agency can be a very overwhelming and stressful situation. After consulting with Scott over the phone, I was absolutely convinced that any questions I had would be answered with all due care and respect for any situation I have or will have in the future in dealing with any IRS issues. This company is a diamond in the rough among tax consultation companies. These gentlemen are serious about helping you and will go to bat for you to keep the IRS off your ba

Michael and the team at Colinial Tax Relief are absolutely top notch! Walking in I was expecting the worst of outcomes. By the time my appointment was finished I was in a completely different frame of mind about my taxes. It was a huge burden off of my shoulders. Thank you Colonial for everything you did for me!

I highly recommend Colonial Tax Relief. Mike and Scott have gone ?above and beyond? to be there for me in dealing with the tax situation. They have always been available when I needed them. ( would give 10 STARS if possible!!!) Heart Felt Thanks!!

Scott and Mike made the process of preparing for my taxes smooth and easy. Would recommend everyone to check out Colonial Tax Relief for a peace of mind in these situations.

I absolutely recommend Colonial Tax Relief to anyone, who might have taxes issues with IRS. I asked Michael & Scott a lot of questions and they clearly explained me what to do in my situation. They were so kind, patient, understanding and very helpful! Their price is competitive and affordable. They did a great job and I completely satisfied. Again, I highly advise to call Colonial Tax Relief. Boris Grinblat

Colonial Tax Relief,has helped me with my taxes and they explained the whole steps, and procedures, Always dependable, affordable. I recommend that you give them a call. Less stressful ??

My husband and I highly highly recommend this company!! They've helped so much with our taxes thats been butchered by other places. Mike and Scott are very friendly and knowledgable and guided us throughout the whole tax process. Not to mention they are very affordable and will answer any questions you have, especially with Tax Debt. We will definitely keep using them in the future.

I would recommend them because they make sure they keep you updated about your case , and they also make sure they help you in anyway with your payment. So I fill very happy about my choice with dealing with them because they get the job done and that calms down my stress with dealing with my tax debt.Scott and Mike are the ones on my case.

Thank you for helping my mother with her back taxes. It is a much needed relief off my plate to try and help. Look forward to any future help that is needed with you. Christina G.

I just want to say thank you colonial tax relief. I owed the IRS over 20,000 dollars and colonial tax relief came in and helped me and now I don't owe anything.

I kept putting off the IRS stuff until it just kept adding up. I was always apprehensive of financial-based institutions but knew I needed the services of a tax settlement company to help me handle this, so I begrudgingly contacted colonial tax relief. To my surprise, they weren't the shady, money-hungry types of guys i was expecting. They helped make everything manageable and digestible thank you! If you need tax relief services in orange county, these guys are it!

The los angeles colonial tax relief team was extremely thorough, knowledgeable, and patient. Even though i asked them numerous questions, the person i spoke to remained professional and empathetic all throughout. They helped me cut my tax liability by over 90%.

These guys absolutely brought me back from the abyss on my tax issues! The IRS has been so hard to work with since Covid and almost impossible to get on the phone. It took an act of God in my opinion to get done what Scott and Michael have gotten done for me, and I can never thank them enough. I would highly recommend this company to anyone !????

Scott helped me tremendously they work great and fast definitely get what you need done . I highly recommend

Scott and Mike were very helpful and knowledgeable about the great work they do. I was so relieved to not have to worry about how they got it done, it was just DONE! What a RELIEF! Thanks Scott and Mike??????????

Thank you to the Colonial Tax Relief Los Angeles team for being extremely helpful, and patient and getting this sorted out. I appreciate all the time you spent on the phone with me!

Aside from not having to carry the stress of the IRS? seemingly unending follow-ups, colonial tax relief ultimately gave us the best resolution we could hope for, given our situation.

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.