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Edge Tax and Accounting Firm, Inc

Edge Tax and Accounting Firm, Inc

Reviews Summary

The consensus is overwhelmingly positive, with clients consistently praising the professionalism, expertise, and long-term reliability of the tax services. Many highlight decades of trust, emphasizing the advisor's deep knowledge, personalized financial planning, and ability to maximize savings. Clients appreciate the friendly, family-like atmosphere, thorough explanations, and stress-free experience. The firm is highly recommended for taxes, investments, and retirement planning, with many traveling long distances or returning for generations due to exceptional service.

About This Listing

Audit
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
Non-profits
QuickBooks
GAAP Compliance
Internal Controls
Multi-state Experience
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
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
Budgeting
Financial Advisory
Estate and Trust Tax
Forensic Accounting
Small Businesses
Non-profits
QuickBooks
GAAP Compliance
Internal Controls
Multi-state Experience
CPA License

Contact Information

Address

10901 Westminster Ave Suite A

Garden Grove, California 92843

Visit Website Call Now Get Directions

Hours

Sunday 9AM-7PM
Monday 9AM-7PM
Tuesday 9AM-7PM
Wednesday 9AM-7PM
Thursday 9AM-7PM
Friday 9AM-7PM
Saturday 9AM-7PM

Customer Reviews

Came here for Paul.. been filing with him for over 15 years and he always know exactly what to do when I?m there. Definitely got our best interest at heart. The service is very professional. And I love the fact that they work year round, so they don?t close even when the tax season is over. That?s great because if we got any issues with our tax they can help us. Everyone at the office seems nice and of course Paul is friendly. Definitely would recommend friends and families here for taxes.

I have known Paul, the owner of this business, for almost 30 years, since I was still in college. He has been handling my tax returns for years and I have been very satisfied with his service. He is also my financial advisor for retirement plans and has set me up for annuity plans that I am very happy with. I highly recommend this firm to anyone who need the tax services or financial plannings.

I have been a loyal client of this tax firm for over 37 years, and I cannot speak highly enough of the professionalism, expertise, and dedication they consistently provide. Their deep knowledge of the financial accounting industry is unmatched, and they have always guided me through even the most complex tax matters with clarity and confidence. Beyond tax preparation, they offer comprehensive financial planning and other valuable financial services, making them a trusted partner for all of my financial need

Paul has been handling my family?s taxes for years?he did mine when I was a teenager, managed my father?s taxes, and I?ve been back with him since last year. He has always been honest, knowledgeable, and incredibly helpful. He takes the time to explain things clearly and makes the entire process smooth and stress-free. I highly recommend him to anyone looking for a trustworthy tax professional!

My family have been coming to do our taxes here for nearly 30 years. Although the name changed from Joseph Vue & Associates recently to Edge Tax and Accounting Firm, Paul, one of the owner, is still there to deliver the same high quality services and fair prices. Extremely happy with the services and highly recommend the company. Once you are a family member, you are a family for life.

I been with Paul at least 30 years now. Every year I drive for 4 hours to have my whole family taxes done. I love this guy like family. He has assist me with tax, investment, life insurance policy, retirement planning. He is my to go guys. I am bless to have a true advisor and coaches. Definetly recommend anyone looking for the right accountants advisor. O.I.

Paul is the greatest. I?ve been doing my taxes with this firm for over 10 years. He?s very knowledgeable and informative. I?m excited to take my next step into financial planning/investment options with his guidance.

I been here 25 years seen Paul vu as advisor and managing my financial life. He is a great person and sincere with clients interest and ethical. I am highly recommended with the business.

For those who do not know, this is the same company as Joseph Vu & Associates. Joseph has retired and his brother Paul has taken over, same place, same staff, same service. We?ve been going to him for the past 10yrs and he always helps us to get the best return on our annual tax season. We will continue using his services.

Very professional, friendly, and throughly explained customer situation and good customer recommendations. I am gladly to choose them to help with tax and accounting I lived in Northern California and Paul has been working on my tax and insurance need for the past 22 years. Thanks to Paul

I?ve been a client of Paul?s for years and he?s my go-to person for taxes! Knowledgeable, professional, and honestly so helpful in assisting in my financial planning. Paul and his team are like family to me, I rely on them every year to get my taxes in order!

I have been a loyal client of Edge Tax and Accounting Firm for many years, and I trust them completely with my tax needs. Their professionalism and attention to detail give me peace of mind every tax season. I highly recommend their services to anyone looking for reliable tax assistance.

I been coming to see Paul Vu for the last 13 years and is been an amazing asset to file my yearly taxes. Paul @ Edge Tax and Accounting Firm is highly recommended and trust it.

Paul V? is a knowledgeable tax guy. He has been mytax guy for many years. I highly recommend this place to everyone who needs to do their tax return.

Paul is the best accountant I?ve ever had to do business with- his hospitality, generosity and brilliance is unparalleled and unmatched! He is charming , patient and great to work with .

I have been coming here for years. Paul Is professional and has always done a great job with my taxes. Can?t recommend him enough.

I?ve been a client for several years with Paul. He's very professional, knowledgeable of tax code ins and outs, and efficient in completing an often daunting process.

Have been a client for 20yrs and would highly recommend. We drive 2 hours to get our taxes done here. Very knowledgeable and great to work with.

I Highly recommend Paul Vu as tax adviser.We have been with him for over 30 years. He is very polite to work with.

My family has been with this tax firm for over 31 years and here I am at 23 doing my taxes with this awesome team! Now the second generation will continue to do our taxes with them.

Paul is an excellent accountant been coming to him for over 34 years. I highly recommend any financial needs

I was instantly greeted at the door with the receptionist. Paul Vu was able to fit me in for a consultation and it was very stress free. I highly recommend this business!

Very fast, very simple, very informative. Taxes come with useful investment advice and staff are really friendly. Must do taxes with Paul Vu.

I have filed my tax at this place for more than 30 years. The customer service I have received has been exceptional, both personal and professional.

Been coming here for 3 years and I have always had a very professional experience. Great customer service and friendly staff. Highly recommend.

It's worth waiting and worth the 2 hour drive. We have been coming here for more than 10 years. Always accommodating and helpful.

Great service and very friendly experience! We been going here over 10 years with Paul and never had any issues.

Professional, knowledge,very good. I been here over 25 years. Definitely and highly recommended to any one

Fast, efficient and straight to the point. Great work and great service. Will be back again. Thank you again!

So wonderfull knowledge gentleman to work with. Much more to say with this gentleman. Fantastic and save aton of taxes. Thank you so much Mr Paul vu

He?s good, he saved us a lots money.

Awesome first time meeting. Personal Tax and business tax service

Saves you $! Always friendly staff. Just like family.

Great experience and very professional. I highly recommend.

Can?t recommend Edge accounting firm enough

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.