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Defense Tax Partners - Tax Relief Attorneys, IRS Audit Assistance, Free Consultation

Defense Tax Partners - Tax Relief Attorneys, IRS Audit Assistance, Free Consultation

Reviews Summary

Customers consistently praise the exceptional service, expertise, and support provided, often highlighting how the team resolved tax issues with ease and professionalism. Many appreciate the reassuring guidance, quick results, and outstanding customer service, frequently recommending the company to friends and family. The positive experiences span from stress-free consultations to dependable solutions, with repeated mentions of trustworthiness, efficiency, and a welcoming atmosphere.

About This Listing

Audit
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory

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
Financial Advisory

Contact Information

Address

1901 Harrison St Ste 1100

Oakland, California 94612

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

Stressed by constant IRS letters, I got step-by-step guidance that felt reassuring. I never felt rushed during consultations. Friends already have their contact details from me.

Felt respected and supported throughout the process. The results were excellent.

Great location and the employees are very helpful. Will definitely come back again for any help I need!

Really good work and it was quick and fast

Excellent customer service and great people. Will definitely be returning here, loved the location and quickness they provide their customers!

Love how they take care of busines

Love hpq great and determination they have

Did really great work!!

Awesome experience with the team! Great to work with and process was easy and smooth

"Exceptional service and expertise! The team at Defense Tax Partners turned my tax nightmare into a manageable solution, providing peace of mind every step of the way. Highly recommended!"

Great customer service and good communication.

I've been working with these guys for awhile and they do a great job

They know exactly what they are doing

This company has really been a great help this year as last year was really tough you guys are the best!!!

The customer service was amazing felt very welcomed and got everything I needed to be done :)

These guys really helped me get out of a jam with the IRS all over the phone! Thanks & keep up the good work!

Defense Partners did my taxes and it was an Awesome experience. Their prices are reasonable and the customer service is unmatched.

Amazing ,great,fantastic

Words can't describe how these guys have really helped me for my 2023-2024 taxes!

This year the fans tax partners really did a great job I 100% recommend to everyone

Love this tax company they 100% have helped me and I recommend it to everyone

This year they really helped me a lot with my taxes when I was in a bind. Thank you!

You did a great job for me and family!

Great people and work ! Would recommend

The comps is outstanding

this is great service they did a great job of my taxes

Defense tax partners is a very dependable and reliable company, i always tell my family and friends.

They did a great job!

Great work and service

Great customer service, very helpful

You guys were amazing this year !

Excellent service and great individuals

Did a great job with my taxes!

Excellent customer service

Defense tax partners did and exceptional job

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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