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D Tax LLC

D Tax LLC

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service in resolving complex tax issues, reducing debts significantly, and providing compassionate support during stressful situations. Many praise the team's expertise, personalized guidance, and ability to navigate IRS/state programs effectively. A single negative review mentions unfulfilled promises and poor communication. Most customers express deep gratitude, with strong recommendations for the service.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience
Multi-state 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
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
State-Specific Experience
Multi-state Experience

Contact Information

Address

20 Truman St #103

Irvine, California 92620

Visit Website Call Now Get Directions

Hours

Sunday 6AM-11PM
Monday 6AM-11PM
Tuesday 6AM-11PM
Wednesday 6AM-11PM
Thursday 6AM-11PM
Friday 6AM-11PM
Saturday 6AM-11PM

Customer Reviews

Nicole is absolutely amazing! She expertly navigated my tax situation, providing invaluable guidance on the various laws and options available to me. Thanks to her expertise, I am now in a much better position. I cannot express enough gratitude for her knowledge and dedication. I highly recommend Nicole and will continue to use her services!

Words cannot express how grateful I am to have worked with D Tax LLC. Nicole and Kayleigh were incredibly helpful. Any and every situation that arises throughout my process they explained or pointed me in the right direction. I had no idea how to navigate what was to come. I was running in circles and when I stumbled across them they quickly helped resolve issues I was getting behind on for months.

Nicole helped with my high state and IRS debt. She was able to get me placed into a program with the state and the IRS that worked with my low income and help me qualify for hardship to be able to manage the payment. Thank you DTax!

Nicole has always made sure to help us through the tax season as smooth as possible! Not only does she navigate the process with precision, she makes sure to follow up and ensure we get our taxes filed as fast as possible! In such a fast economy she truly eases my mind knowing i have such a great person on my side to assist me! You go Nicole !! Thank You Thank You Thank You!

I was so lucky to have Nicole and her team at D tax to help me during a difficult time. My mom had just passed away and I got a notice from the IRS saying she owed over $225,000. Nicole was able to give me information on what to look for through her papers and submit forms that cleared up this problem rather quickly. Leaving me with nothing owed on mom?s taxes. I don't know what I would?ve done without her. Thank you to Nicole and her team for all your help during my difficult time.

Nicole took my 2000 thousand dollar, she promised to help me out with my issue that I had with state of California and did nothing . She is not even answering my calls . They will take your money and promise you that will help you out . At the end all the would say is sorry .

I am so thankful for the team at D Tax for resolving my tax issue. They negotiated my $150k tax debt and I only had to pay $500. I can finally breathe again!

Patty & Nicole did an amazing job on handling my IRS issue. I was so stressed about owing the IRS but now I'm in great hands. I definitely recommend D Tax!

It was wonderful working with Patty. She made me feel at ease when she took on my irs issue. I couldn't do it without D Tax. I recommend them 100 percent. Thank you D Tax.

Great time to start over, and DTAX service is the perfect place to start. There is still time, over 20 thousand dollars in debt and I had no problem. DTAX is the first place I would go for help. Thanks again for your help with the IRS.

Nicole was very nice and has very good customer service skills I will be coming back to her from now on

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.

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