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Defense Tax Partners - Tax Attorneys, IRS Audit Defense & Tax Relief Service, Free Consultation

Defense Tax Partners - Tax Attorneys, IRS Audit Defense & Tax Relief Service, Free Consultation

About This Listing

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

Contact Information

Address

473 E Carnegie Dr #200

San Bernardino, California 92408

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 reached out with a complicated tax dilemma, regular updates kept me informed. They negotiated confidently with revenue officers. This experience restored my faith in professional help.

I had international tax concerns, and they handled them with ease.

I was not only satisfied with the outcome that they provided me but how they were able to answer all of my questions up front. I felt like I had a clear understanding of what they do to help me and resolve my financial burdens.

Their expertise, commitment, and excellent customer service stood out overall. Their professionalism and dedication made a stressful situation much more manageable.

From their knowledgeable professionals to the transparent communication throughout the process, this company proved invaluable in resolving my tax concerns, turning a potentially overwhelming situation into a manageable and successful outcome.

Hired them to fix an incorrect audit being done by the IRS. Chris and his team were able to set them straight to see where they were wrong, the IRS closed it and I didnt have to give the IRS a shred of additional info. I never write these but these guys saved my a$$. Recommend.

Great customer service and always convenient a 10/10 I recommend

Courteous staff and amazing service. Defense tax was really easy to work with and would recommend to anyone who needs to catch up on their tax returns.

Valuable resource, helpful company and staff. I recommend 10/10.

The expertise displayed by Defense Tax not only resolved my immediate tax concerns but also equipped me with valuable insights to make informed financial decisions moving forward.

At Defense tax partners the staff are very professional and cordial I definitely will recommend to all my friends

My favorite location. Love the staff and quickness of work.

Had a great experience!! Will recommend

I was completely impressed with their professionalism and customer service.

A 10 out of 10?..Great customer service and very professional, very recommendable .

This is a wonderful business and good people works there

Amazing customer service you guys are the best

Awesome service Nice , friendly , and courteous .

Amazing service. Will be returning

Excellent results in a short waiting time, thanks!

Bryson gave me great service

Work very quick , amazing staff

Great company everyone try it today

Great service and staff

Very professional,helpful, understandable,and honest!!!

Great people I will be back

Nothing but the best, high quality service and individuals.

If you need a good attorney, look no further ??

Best results in the business !

Defense Tax Partners came through for me on a time of needs

Defense Tax provides me defense within the tax industry, thank you!

Really efficient work!!!!

Wonderful experience

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.