*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
300 E Esplanade Dr # 949
Oxnard, California 93036
Facing a looming audit last spring, the attorney calmly explained every option and strategy. Stress levels dropped after the very first conversation. They secured a payment plan perfectly suited to my budget. I'll definitely seek their help again next year.
Great communication, strong results. Would recommend to anyone with tax problems.
I used to dread tax season, but ever since I started working with Defense Tax, it's become a breeze. Their expertise and friendly service truly make them stand out. If you want your taxes handled properly, they're the?best?choice!
Not only did Defense Tax Partners achieve an outstanding outcome, but they also managed to do so in a timely manner. Their professionalism and commitment to excellence are truly commendable.
i want to thank the amazing staff at Defense Tax Partners, I was at my wits end with the IRS and my State taxes i was a mess, those people were kind and understanding and talked me through everything i had to do to resolve my tax case, I would recommend this company to anyone that has a tax issue
Needed help fighting state taxes and after a long search I found Defense Tax Partners. They did a wonderful job and lifted a huge weight off my shoulders
Very helpful. I was never good with taxes but this place made the process very straight forward.
Working with defense Tax Partners was a smooth and easy experience. I highly recommend them to help with your tax returns and tax planning.
Exceptionally kind individuals that will help you in every way ! Great at what they do
I'm so glad I decided to call them. They were so helpful & understanding. Wouldn't go to anyone else.
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Defense tax partners helped me in my situation.great and excellent service
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Very professional and I highly recommend that you use the service
Great help with my taxes. Taxes are no fun and they made it painless.
Very professional and helpful Defense Tax Partners. Been using them for my taxes?for?years.
I was completely impressed with their professionalism and customer service.
I love speaking with my defense tax partners representative whenever the time arrive
Great company, I'm a life time customer.
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Excellent service ! Great people and excellent work
Such great people definitely referring my family
All I can says is It's Great.
Astounding service i love their customer service
I'm glad I started a business relation with defense tax partners!
Absolutely magnificent they are the future of taxes
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Defense partner came through for me in time of need
Nothing but the best, high quality service and individuals.
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Great customer service
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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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.