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

Reviews Summary

Customers consistently praise the service for being professional, efficient, and stress-relieving, with many highlighting quick resolutions to complex tax issues. Reviews frequently mention affordability, excellent customer service, and clear communication, making tax problems manageable. Many express strong recommendations, noting the team's expertise in handling IRS disputes, back taxes, and business filings. The overall sentiment is overwhelmingly positive, with repeat clients and referrals emphasizing trustworthiness and results.

About This Listing

Audit

Tax Preparation

Tax Planning

IRS Representation

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

Contact Information

Address

41877 Enterprise Cir N Suite 145

Temecula, California 92590

Phone

+1 951-339-3813

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

Truly the best tax advice I've ever received. They were professional and really knew their stuff.

Very great company was out less than 45 minutes. Will reference my friends and family

This was an awesome company to work with to get my tax needs met. I will definitely go back if I have any issues in the future. Definitely recommend.

Very professional but, also very friendly staff. Definitely felt less stress as soon as I walked through those doors. I have found my permanent home for my taxing needs! Highly recommend ??

As a new business owner, Defense Tax Partners helped me to maximize my employee benefits. I am very impressed with their services and absolutely will work with them again!

Great team! These guys were so affordable and fixed my tax issues! So glad I chose them. Highly recommend

This place is amazing and they are my go to people and they are the pros. We had an ugly situation with our business tax filing and they were able to advise us and take care of what needed to be taken care of. Thanks you guys again.

Defense Tax Partners made tax season a breeze with their personal touch and local know-how. I'm thrilled with the results and their service!

We had an issue with our Tax Return from prior years, we contacted Defense Tax Partners and they were very helpful!! Quick to reply and professional all the way.

recommend! 10/10! great customer service!

I really enjoy there service best customer service I ever experienced. They were so fast and work at a pace getting people in and out with accurate rates I would recommend everyone to come here.

I had nothing but success with Defense Tax Partners. Everything went excellent, it was a job well done experience. Thank you Tax Defense Partners.

I was completely lost, and now I feel in control of my taxes.

I really enjoyed working with Defense Tax Partners I turned in my tax documents and my return was finished within 2 weeks!

My sister Ann recommended Defense Tax Partners. Great Team of people. I highly recommend them as well!

I thought dealing with taxes was going to be like a big, scary monster, but this law firm made it easy and even fun. They helped me fix everything, and now I don't have to worry about it

Excellent customer service, works with your schedule and budget. Very trustworthy and get the issues resolved! Highly recommend

Defense tax group has been a great worry free help to me and my tax problems I will recommend them to anyone who needs the help thanks defense tax!

Reasonable service with their help, I finally consolidated old debt with the IRS. Don't allow your old mistakes to limit your future, instead address it head on.

Wasn't sure what to expect with my tax situation but these guys made it painless and affordable! Two thumbs up

They acted fast, answered all my questions. They put me at ease and let me know that everything was okay and they were going to help me!

I was stressed about a huge tax bill, but this law firm sorted everything out for me. They cut down my bill a lot and gave me clear advice on how to handle things going forward.

I haven't done my taxes in YEARS I think 2019? So I was scared. . I found these guys online and THANK THE GODS, I'm current to 2023! I can't express how THANKFUL I AM ??

This tax law firm handled my IRS dispute perfectly. They made everything clear and got me a great result.

Very wonderful company to do business with!! I was very pleased with their customer service and the staff is awesome!!

Very quick and professional. Happy to work with them definitely will next year!!!

Thx to Defense Tax Partners my tax return is larger than I expected!! These guys are fantastic!

Very good people will return !

These guys are tax pros!! We had an ugly situation with the IRS from our business tax filing and they were able to advise us and relieved our stress.

Thank you so much for your hard work on my case! 10 out of 10 will recommend!

This is a 5 star company they took care my tax issue. They are the best

I love the tax services here I think everyone should check them out!

I advice everyone to go with defense tax partners, kind service, fast processing your taxes, and quick results.. ??

Best attorney in town! Got my butt out of deep tax trouble.

I found this business to be efficient and creditable.

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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