Defense Tax Partners - Tax Attorney, IRS Audit Defense & Tax Relief Settlement, Free Consultation

Reviews Summary

Customers consistently praise the professionalism, efficiency, and knowledge of the team, highlighting excellent customer service and clear communication. Many appreciate the stress-free experience, affordability, and personalized attention for tax issues, audits, or IRS negotiations. The staff is described as attentive, friendly, and reliable, with several mentioning they would highly recommend the service to others. Overall, the reviews reflect high satisfaction with the quality of work and positive outcomes.

About This Listing

Audit

Tax Preparation

Tax Planning

IRS Representation

Forensic Accounting

High-net-worth Individuals

Individual Taxpayers

Real Estate

Professional Services

Law Firms

Complex Situations

State-Specific Experience

Multi-state Experience

Cross-border Taxation

Years of Practice

CPA License

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

Audit

Tax Preparation

Tax Planning

IRS Representation

Forensic Accounting

High-net-worth Individuals

Individual Taxpayers

Real Estate

Professional Services

Law Firms

Complex Situations

State-Specific Experience

Multi-state Experience

Cross-border Taxation

Years of Practice

CPA License

Contact Information

Address

7 W Figueroa St Suite 220

Santa Barbara, California 93101

Phone

+1 805-855-0603

Visit Website Call Now Get Directions

Hours

Sunday Closed

Monday 6AM-6PM

Tuesday 6AM-6PM

Wednesday 6AM-6PM

Thursday 6AM-6PM

Friday 6AM-6PM

Saturday Closed

Customer Reviews

I had an incredible experience working with Defense Tax Partners! From the first free consultation, their team made me feel at ease about my tax situation. They were professional, knowledgeable, and genuinely cared about resolving my IRS issues. The tax attorneys were experts at navigating my audit and managed to negotiate a favorable tax relief settlement for me. I couldn't have done it without their help. If you're facing tax problems or need audit defense, I highly recommend Defense Tax Partners. They ar

After weeks of confusion over an IRS notice, I got step-by-step guidance. Deadlines were met with time to spare. Their expertise truly turned my situation around.

I was facing a serious IRS audit and was incredibly stressed. Defense Tax Partners really helped put my mind at ease. They were professional, knowledgeable, and successfully navigated the audit process for me. I highly recommend them to anyone facing tax issues.

Great communication and exceptional quality service! They were nice and friendly and able to get my business and general tax needs under control. 100 percent recommended!

Sharp, efficient, and reassuring. I was in good hands.

If you own a business this staff does great service and will treat you right. This place does their best to make sure your financial and legal concerns are safe.

Very knowledgeable staff! Definitely got me the best outcome possible. I'll be forever grateful!! Highly recommend!!

Great service delivery. It is easy to do business with them. Less paperwork and a perfect job.

It was a pleasure working with them they provide wonderful service. You will be satisfied

Great experience service 10/10 I loved how everyone was attentive and helped me with any questions or advice thank you

Defense Tax Partners is a great company. They have a team of helpful and knowledgeable people who really know how to take care of their customers. I highly recommend them.

Finished my first visit to Defense tax two days ago and it went great, super friendly staff and great outcome. I was very satisfied.

Very helpful and great customer service, they made my tax process easy and swift. Most definitely will be recommending to friends and family.

Helped me fixed another issue I had. Definitely have to keep working with these guys.

Let me tell you how amazing they were yesterday. They welcomed me and got right to business, great customer service and before I knew it we were done.

Outstanding results! Defense tax demonstrated expertise in negotiating with tax authorities. Grateful for their efficient and reliable service.

Fast and reliable tax relief assistance. Defense tax not only eased my tax concerns but also provided clear guidance throughout the process.

Great communication and exceptional quality service! They were nice and friendly and able to get my business and general tax needs under control. 100 percent recommended!

The great people over at Defense Tax Partners really helped me out. I'll definitely be coming back.

Paul did me a huge favor by helping me out last minute and was super attentive to what I was asking for. 5 stars for this place!

Thomas was great, he was done with my taxes fast and I got the best return possible.

Brian took his time to understand what I needed for my IRS issue. I thank him a lot for his hello today.

Thomas provided me with amazing service, and I was fully happy with their work.

Everyone should visit Defense tax because they really pay attention to your needs and have great service.

Today I came in to see Sean, he was fast, efficient and a great communicator when explaining my taxes.

This team made my day, they were very helpful and informative, I was super content when I left.

I was very content with all the details they provided me about my taxes and this will help me for the future. I recommend Defense Tax.

Did my taxes with Defense tax and had no complains, they were amazing.

Today I visited Defense tax and they were amazing, I will recommend my friends this location

There was nothing but great things to say about the team at Defense tax, they were wonderful.

Just did my taxes with Defense tax, they were experts and I was comfortable working with them!!

Defense Tax helped me with my taxes. They were professional and efficient.

I recommend this place everyone was profesional and their prices were affordable. Sean made my day.

Great customer service and very informative

Just visited Thomas for some help with my taxes and I was super happy with his help.

Paul today made me feel welcomed and the whole team was fantastic.

Loved the customer service at this location, everyone should visit Defense tax!

I was completely impressed with their professionalism and customer service.

Excellent results in a short waiting time, thanks!

Excellent professional service

Nothing but the best, high quality service and individuals.

Great staff and great outcome !!

Nothing but the best, high quality service and individuals.

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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