*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.*
440 W First St #206
Tustin, California 92780
If you're looking for a top-tier accountant, look no further than Eric. He?s incredibly professional, deeply knowledgeable, and genuinely cares about getting things done right. Time and time again, he's stepped in to clean up messes left behind by other professionals. When others scatter the pieces, Eric picks them up and puts everything back in order with precision. No matter how frustrating dealing with the IRS can be, Eric maintains a calm and positive attitude that makes the process feel manageable. He
Best tax return experience I?ve ever had! Can?t say enough good things about Eric and his team! He is extremely knowledgeable and trustworthy. He is meticulous about how he files your tax return. He pays attention to detail and was always available to answer our questions.
Eric is hands down the best CPA I?ve worked with for business. We?ve used a few from big-name firms in the past, and he actually caught their mistakes and got everything back on track for us. Super detail-oriented, incredibly responsive, and his customer service is top-notch. Always answers calls and emails. Can?t recommend him enough!
I?ve been filing my taxes with this CPA for several years now. He is very professional, always follow up promptly, and consistently process everything on time. Most importantly, they are honest and reliable. Highly recommended him.
My friends referred Eric so many times over the past few years. I finally decided to leave my previous CPA and get my tax report help from Eric this year. What I really appreciate about Eric is that not only he delivered the service swiftly, he took his time to help and educate me to understand the details that I need to pay attention to as my business was his own. I am very grateful and wished I worked with Eric sooner. I highly recommend Eric if you are looking for someone trustworthy and reliable!
ESY Tax Group has been doing my taxes for the past several years. Eric is not only trustworthy but he is always looking to work with me and make me feel like I am not alone during sometimes the most overwhelming time of the year. He always accommodates me even for last minute requests. His expertise and good ethics every year remind me of why I always walk away from our calls feeling like I am in good hands with him.
Eric was recommended to me by a friend after I complained about a former CPA. Eric is such an amazing person, and CPA. My prior S-Corp tax returns were such a mess from my prior CPA, and he was very clear on what they did incorrectly and why they might have done it that way. He's great at explaining tax terms to a layperson like myself. He explained options to me, and how to take improved tax strategies for my corporation, as well as personal tax returns. He works very hard, and took time out during the bus
I was referred to Eric a little over a year ago by a business attorney I had been working with who he highly recommended. Eric has been helping me with my amended returns (both federal and state) and has been amazing. Very knowledgeable, lots of experience, super professional, prompt communication and follow up through the entire process. Which is much appreciated, especially since I had no experience dealing with amended returns and it was crucial to get things done correctly and in a timely manner. I woul
I am so lucky to have found Eric! He has been mine and my entire family?s CPA for personal and business taxes for over 7 years. He is extremely intelligent, meticulous, organized, and overall a kind person. Aside from my annual taxes, he recently did a VERY thorough analysis on my paystub and brought my attention to some key items I needed to address/fix. He also breaks tax lingo down so that I can understand better (haha). You can meet him in person, virtually, or by phone which is nice to have options bec
After a negative experience with a tax professional last year, I spoke with and evaluated a handful of CPAs and ended up choosing Eric at ESY...I am EXTREMELY happy I did! Eric is patient, responsive, thorough, and honest with his advice. My experience with Eric has been A++ and I will be recommending him to any family/friends. If you are reading this, it means you may be trying to decide on a CPA like I was. Do yourself a favor and call Eric right now...you won't regret it.
If you?re looking for a top-notch CPA who can handle even the most daunting IRS issues with expertise and professionalism, look no further than Eric Yoon. Our experience with him was nothing short of exceptional, and I?m thrilled to share our story. We were initially blindsided when the IRS notified us of a company audit. The sheer volume of documents they required was overwhelming, and we felt lost amidst the paperwork and complex regulations. Enter Eric Yoon?our saving grace. From the moment we engaged
My experience with Eric has been incredible!! He has expertly handled both my business and personal taxes. Eric?s deep knowledge, relatability, and patience have made a significant difference. I?m truly satisfied with his services. Thank you Eric for all you do!!!
Eric has found ways to reduce our tax liability over the last few years and is fantastic to work with. I look forward to continue to work with him and absolutely recommend his services!
We have been working with Eric at Esy Tax Group for ten years and it has been a great overall experience. Taxes are a headache, but having Eric help us ease most of that away. He is experience and an expert in this field and we trust him 100%. Eric will response to you quickly, for example, I email him a request to amend 2022 tax year since we bought an electric car that qualifies for the federal rebate. He reply almost immediately and the process was done within 15-20 minutes. How can you beat that kind of
Eric is fantastic! He is very knowledgable and has helped me so much with the process of organizing my bookkeeping and setting up an LLC. He always makes sure to figure out what will work best for my business and my unique situation. He is patient with my questions and takes the time to make sure I understand everything. I never feel rushed during our meetings. I would be so lost without Eric's help. Highly recommend Eric if you are looking for a knowledgeable and trustworthy CPA.
Eric has been a valuable partner of ours in multiple businesses. I began working with him 5+ years ago after being referred by a friend and have since grown the relationship to my personal taxes, other businesses, and have recommend him to friends and family. He is very knowledgeable and thoughtful in his advice and cares deeply about his clients.
We first encountered Eric at a different company, but were so impressed by his knowledge and skills that we actually sought him out when he struck out on his own. He is extremely efficient, knowledgeable, and trustworthy - not to mention very understanding. We never felt that our questions were burdensome as he took the time to properly explain regulations that were confusing to the average consumer. His turnaround is also very quick - which is why we even recommend him to friends and family who have been t
My wife has been going to Eric for taxes for a couple of years and he always has produced an amazing quality of work and service. And now that he has set out on his own, he gotten better at his craft. I recently got notices for my tax return for crypto trading in 2017 and I really didn?t understand what was happening. It was a huge headache for my wife and I. Eric, the CEO of ESY Tax Group, made it easy to understand my situation and helped me file my taxes for that year with ease. He is truly a master at
Eric helped me prepare tax returns that included student loans, real estate transactions, and equity investing. I was impressed that he was very knowledgeable about these topics and was thorough in asking questions. Essentially, he will go the extra mile to ensure that you as the customer, will get the maximum financial benefit for your taxes. Trust me. I have worked with other CPAs and tax software in the past. None provided the level of support, expertise, and care that Eric provides. As a millennial wit
I found Eric through a YouTube referral and honestly, it was a great blessing! He was truly God sent! If you are thinking if you should use him, MOST DEFINITELY. I had a business tax issue that I have been dealing with and it was stressing me out. I really needed his help. He listened to my issue and got back to me about it with solutions. He was very professional, empathetic, friendly, knowledgeable, and quick in replying to e-mails. It made me feel confident knowing that Eric cared about my case the way h
Our business recently started working with Eric. We are very satisfied with his services. Our previous CPA did not respond quickly and was very passive and indolent. However, Eric always answered all our questions promptly and accurately and he was more knowledgeable than my former CPA and explained it in a way that was easy to understand. He set up what we needed exactly. When you just talk to Eric once and you'll find out how smart he is and what a great CPA he is. I highly recommend his services. We
I recently had the pleasure of connecting with Eric through someone in my industry. I am a new business owner with relatively little corporate tax experience. Eric was extremely understanding and helped explain all my options in great detail. I highly recommend his services to anyone looking for help with filing their personal or business taxes.
I?m so fortunate to have met Eric to help me with my family?s ever complicated tax return involving investments, students loans, and filing status. He was so knowledgeable, thorough, and trustworthy throughout the process. Eric is a great listener, and will always patiently explain the different types of options I could take to maximize my financial situation. With his degree of expertise, I could tell that he possesses both breadth and depth in tax services. Strongly recommend!
Eric is my life saver when it comes to tax time. I've been working with Eric for years and he is incomparable when it comes to customer service level. Which includes responsiveness, detail oriented work, thinking from customer's perspective and trying to give the best every time. Eric is a type of guy who will run extra miles to bring the best results for you. He's quick, efficient, sharp and to the point. I'm a W2 worker with many side gigs and some investments on top. Not only he saves me during the tax s
I have been filing tax returns with the IRS and FTB for a few decades now and I can't recall how many CPAs I've had to move on from for differing reasons. I thought it near impossible to find a trusted CPA I could rely on...until I was referred to Eric through a friend. Best introduction I could've hoped for! In Eric, not only have I found a CPA I have and will continue to entrust with filing my personal and business tax returns but also a trusted business advisor. I dare say you will not find another CPA
My taxes are something that I don't feel comfortable filing alone and I prefer to use a professional who knows exactly what they're doing. Can you file taxes by yourself online? Yes, you can but sometimes it's good to reach out to a professional that knows what they're doing so they can make sure that every detail is correct before submitting. Eric at ESY Tax Group is exactly who you want to use when filing taxes. He's friendly, extremely knowledgeable in the tax space, answers the phone when you call, a
Eric was referred by a friend and it has been great. Very knowledgeable and prompt fixing our issues. Eric was busy with deadlines but was able to assist us. Our previous accountant wasn?t doing a good job. Eric helped amend our tax returns and understood our business tax issues. I will be referring my friends and family him.
Eric is an ANGEL! I reached out to Eric to inquire his tax services for crypto. He?s extremely transparent and helpful. He strives to bring value to each client and potential client. From one conversation over the phone, he was able offer me guidance and direction, offer resources, and ultimately ease my anxiety of filing taxes. I appreciate you and your help Eric. I will definitely recommend Eric to all my friends and family.
Here's what we typically look for: Someone who is Quick, Responsive, Knowledgeable, and Honest! - A knowledgeable CPA with strong communication skills who can help you understand your tax position while ensuring you are in the best possible situation. We've utilized several different CPAs historically. However, they were not as responsive, prompt, or knowledgeable. It's one thing to find someone with the skillset and experience and another thing to find someone that checks the bucket and more. Eric is n
Eric is a GREAT CPA and Tax source who has help me TRAMENDOUSLY with managing my LLC bookkeeping and strategy. He's patient, knowledgeable, and organized not to mention when he takes you on as a client, he is 100% invested and committed to your every need. Man, Eric has help me stay stress free with all the above. He's the best!!!! HIGHLY RECOMMEND !!!
Excellent service! Eric is a true professional who provides honest advice. They provided meticulous attention to detail, ensuring all deductions were maximized. Their knowledge of tax laws is impressive, and they guided me through the process with patience and clarity. Highly recommend their expertise for stress-free tax filing.
ESY Tax Group is the best tax professional out there! We have been searching and we don?t have to look any further! Eric is extremely knowledgeable and up to date on all the most recent tax changes that impact each and every one of us! He goes above and beyond, trust us when we say this he will finally do what a tax professional should do and he excels at customer service as well! Thank you so very much!
Do yourself a favor and go see Eric! We went to see him for the first time this year because of his great reviews. He 100% exceeded my expectations. We used a CPA we weren't a fan of last year and Eric is everything I was hoping we would get. He was patient, explained everything in detail, answered all and any questions and was super easy to talk to. Hands down would recommend him time and time again. He even found an error from my employer on my w-2... I would have never caught it!
Eric is an expert, thoughtful, honest, and thoroughly professional accountant. He is also a very kind and patient man. He has walked me through the process of business and personal tax preparation for several years now, and he's done it every time with careful explanations of the complexities and the relevant updates. I recommend him without reservation.
It's worth to call and schedule a consultation with Eric CPA. He helped me when I launched my business. I could get professional help with reasonable price. Small business owners especially will be happy they contacted him. Eric has excellent communication skills and kept me informed with each step. I would highly recommend him without any hesitation. I am happy to have found Eric CPA and will be back with him next year. Bless him!!
I am so pleased with ESY Tax Group and Eric Yoon. Eric is knowledgeable, patient and trustworthy. I have been looking for the right financial professional to evaluate my business finances and see where I can save money, what benefits I am not taking advantage of and tax plan for the future. Eric provided this in spades. I am so grateful for his advice and guidance-- thank you, Eric!
My family and I have been going to Eric for years. With our new business we had a lot of questions and concerns. Eric took the time to walk us through every little detail so we would walk away without any doubts. He is a master at his craft and better yet, always available when needed. Thank you Eric for everything that you do, and the continued partnership for years to come!
We were very impressed with the whole experience with ESY Tax Group. From the beginning, Eric was very responsive and patient answering our questions before we decided to go with him. He saved us so much money!!! Eric is very professional, reliable, and efficient. I highly recommend him.
Absolutely the the best tax service and strategy service in all of Southern California. We have used many tax services and business accounting services in this past but for us we need someone who is responsive reliable educated and professional along with someone who can explain things to us that we often times have no clue about We have a business partnership along with a complex tax situation so if this were a test, ESY wins with flying colors I recommend this company highly as we have never been disapp
Eric has been the CPA for our businesses, and our personal tax, for over 5 years now. He's very knowledgeable, remembers our tax situation very clearly. He takes the time to explain tax law and make sure you understand.
Eric is an amazing CPA! He is smart, responsive, and always happy to help! Working with Eric has brought me peace of mind on all things tax related.
So I'm a small business owner, and let's just say finding a good competent CPA is ridiculously harder than I ever imagined.... I found Eric I think though a FB "cold referral", meaning I didnt know the person who was recommending him so I approached it cautiously not knowing if it was just a friend giving him a good review. Needless to say that person's 5 star recommendation was completely accurate... Well, from the first consultation I knew I found a solid person to work with. Eric has a flood of knowle
Eric is the guy. My partner and I have a complex business structure with out of state single family home investments and he immediately understood what we needed to complete our taxes. He understands the tax law inside and out and is always able to help minimize your tax liability. 11/10 I would tell my friends to get their taxes done with Eric.
I am working with Eric S. Yoon, CPA, to keep my LLC accounting correct and by the book. I strongly recommend anyone who wants to work with someone who is friendly, honest, and knowledgeable should not hesitate to give ESY Tax Group a call and set up an appointment. You won't be disappointed.
Thank you Eric and ESY Tax Group for your professionalism, and counsel as I worked to establish my LLC. I was so impressed with the thoroughness of ESY's services and the explanation of all of the items and steps involved with this process. I was so pleased with this professional advice and approach that I returned to ESY Tax Group when it was time to prepare our personal taxes. ESY even got on the phone with my retirement plan when I was confused about rollover and the tax liabilities there. If you are loo
Wow! Eric is fantastic! When my husband and I came to his office yesterday, within a few hours we resolved all of the issues, explained all the details, consulted us and filed our taxes. I think we found our family CPA. Highly recommend
I have nothing but wonderful things to say about Eric! He gives you his full attention, no matter how busy he may be, very prompt, and really helps me along the process when I don't understand what's going on (99% of the time). He gives me detailed answers and follows up on his work! I truly appreciate his work ethics and help throughout the years.
As a freelancer, I used to have difficulties in various tax issues. It is wise to get expert help in advance because it is a difficult field for non-professionals to proceed on their own. Honestly, everything has not been solved by visiting a random CPA Office. This is because there is a high possibility of omission or error during the tax accountant's work process. The best way is to find a talented CPA, request it, and make efforts to pay attention to yourself. After Eric Yoon was in charge of my company'
I searched the Internet and looked for CPAs here and there, thinking that I would succeed in my business only if I knew taxes well. I talked to various CPAs on the phone several times, but I couldn't understand what they were saying and I didn't understand it even more. In the meantime, ESY Tax Group was a little far from my house, but I knew that the CPA did not have to be close, so I talked to Eric Yoon on the phone. On the first call, I was like, "Oh, this person!" I thought this person could enlighten m
As a small business we are grateful for ESY Tax Group?s expert guidance and prompt service. We constantly run into various tax issues that need addressing quickly and require follow up. ESY presents a plan of action to resolve these issues and provides options for optimizing our business finances. It is a pleasure to work with them!
Okay guys, SEARCH *clap* NO *clap* MORE *clap* because Eric is THE ONE. I?ve never seen or met any CPA guy who cares his client over and beyond. As a business owner, around this time of the year could be very stressful and hard to find a CPA who you can trust. But this guy?s work is just flawless. Highly highly recommended.
Been using ESY for years. Always AMAZING! I encourage everyone to give Eric a shot and let him save you money on taxes.
Great find! I?m so happy I found Eric. He is very thorough, accommodating, patient, and kind. Really took his time to answer all of my questions and helped me understand my options. Made me feel like a VIP client. My new lifetime CPA. 100% recommend!
Eric CPA is like my family. Whenever I need help regarding tax, and financial advice. Eric CPA is my big help. He helps me with tax filing and Fafsa application this year. He is fast and sincere.
One of the best CPA's out there. Genuinely cares, friendly, knowledgeable and straight to the point. Finds alternative options for tax issues and best ways for clients to not only save money, but also how to approach the following year. Be warned , you will be like me and not change accountants after ESY Tax Group
I reached out to Eric for help with my taxes and he was prompt, detailed, easy to work with and knowledgeable with the specifics of my tax situation. I look forward to working with him in the future and highly recommend him!
Eric is very knowledgable and helpful. He tries to explain all the details that you need to understand when doing taxes. I go to him for multiple businesses and have referred other business owners to him. He's great!
I had a consultation for my personal tax with Eric. He took the time to speak to me on the phone over 30 minutes all within the time frame of the free consultation. He was very informative and so helpful! He guided me in the right direction and advised. I really would recommend him. Very professional at his job!
Eric has been such a big help to our accounting department. Very knowledgable, reliable, and explains everything really well. I highly recommend ESY TAX GROUP to anyone needing assistance with their business taxes.
One of the best CPA's I've worked with. Eric is knowledgeable and enthusiastic. I would highly recommend him (and already have) to both friends and family. Thanks Eric!
Consulted with Eric regarding the issue in individual tax filing. He provided clear information along with advice that appeared very helpful. Definitely would come to him whenever help from a CPA/tax expert is needed!
(Translated by Google) best!! (Original) ??!!
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.