EXCEL TAX GROUP INC

EXCEL TAX GROUP INC

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Professional Services
GAAP Compliance
Internal Controls
Risk Management
Complex Situations
Remote Services
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

Bookkeeping
Accounting
Business Consulting
Financial Statements
CFO Services
Tax Preparation
Tax Planning
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Mergers and Acquisitions
Virtual CFO
Outsourced Accounting
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Professional Services
GAAP Compliance
Internal Controls
Risk Management
Complex Situations
Remote Services
CPA License

Contact Information

Address

130 Vantis Dr Suite 145

Aliso Viejo, California 92656

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

I had a fantastic experience with Excel Tax Group tax preparation service! Everything was handled quickly and efficiently, and the communication throughout the entire process was top-notch. They kept me informed every step of the way and made the whole experience stress-free. Highly recommend for anyone looking for reliable and professional tax help!

As a business owner, finding CPA who genuinely understands the fast-paced nature of our work is invaluable. Sam has been a game-changer for my business. Her super responsiveness means I never wait long for answers, making my decision-making process much smoother. Reliability is key , and Sam consistently delivers, ensuring every deadline is met without a hitch. What sets Sam apart is her smart, tailored recommendations that really helped me. Sam is a no-brainer.

This is my first year using Sam. My taxes are unique and a little tough so I need someone who is on there game. Working with Sam and company has been one of the best experiences I have had with any accountant ?. and I have lived in 3 states. I strongly recommend her.

I have been working with Sam over 7 years. She has been a consummate professional with wonderful tax advice. My taxes have been accurately completed and correctly filed without fail by Sam and her staff. If you are looking for a tax professional, look no further. Sam is awesome!!

I've used Sam's services for several years on end now. She is nothing short of exceptional! Highly responsive, patient and a true professional. I have recommended her services to colleagues and friends, of which all came back to state how satisfied they were with her services. If you're reading this review are are contemplating using Sam as your tax advisor, CPA, etc. think no further, Sam is the smart choice for you. Thank you, Sam!

Sam is excellent! She responded to my general inquiry on Yelp within minutes (seconds?) and was immediately available for a phone conversation to discuss my needs, all on a Saturday. She was very kind and helpful, and respectfully stayed on top of me to make sure I got her all of my documents in a timely manner (this was the week of the tax deadline). She then completed my tax preparation by the end of the following day!! All of this at a cost at or under quotes provided by other firms. I will definitely co

Sam Dodin did an excellent job with my tax returns this year (2019 tax season). She was very thorough and took her time completing my return. My taxes are a bit more complicated due to the industry I work in but she understood my needs and worked with me to make sure everything was correct. I don?t write reviews often, but I can?t recommend her enough. She is extremely professional and I will return next year for all of my tax needs.

Sam has prepared my taxes for the past five years, and I cannot imagine having anyone else handle my finances. Sam has always gone out of her way to provide exceptional customer service, she is incredibly knowledgeable, and is always more than happy to answer the seemingly endless number of questions I have for her. Sam is a fantastic alternative to the big name tax preparers, and can provide a level of customer service that you simply cannot find anywhere else.

Sam is extremely helpful, knowledgeable, and professional. My last CPA recently retired and I was in need of a new CPA (and of all years, for my 2020 tax return with all of the complicated business tax law changes). Sam has been patient with me, explaining all the implications of the tax law changes. She advised me about a business tax credit I didn't even know I was eligible for, and it is a pretty substantial credit. I am thrilled to be working with Sam and look forward to many future years of her helping

We met Sam last year through a family recommendation and throughly enjoyed our experience with her. For the first time in "ever" doing our taxes was done in a friendly, professional, and educational manner. She provides advice, takes the time to meet with you on a Sunday if necessary and is truly a pleasure to work with. We are signed up with Sam for the long term, she is simply the best!

Sam is a consummate professional. She is efficient and gives her attention to detail. I?ve done my taxes with Sam for years now and have referred friends and family. Taxes can be daunting but Sam?s high level client care makes the process pleasant. I highly recommend Sam Dodin, CPA.

Sam's clients stay with her for life because not only does she have decades of experience and tax knowledge as a CPA, she also makes getting your taxes done fun, which is an amazing feat to say the least! Additionally, Sam can tackle the most complex returns with ease. While many CPAs stick to returns for individuals, Sam expertly prepares entity returns as well, including estates, trusts, corps, LLCs, and partnerships. Most important, Sam knows how to save her clients tons of money by using all the best de

We needed a new CPA to provide tax return preparation because our previous CPA retired. Sam Dodin did a fine job with this year's return, quickly carrying out all the work on-line, which saved me some time. She is well-organized and prompt and can provide additional tax advice to us when needed. Highly recommend.

My prior CPA retired and I was introduced to Sam Dodin. I own an international electronics distribution company based in Orange County, California so having a strong CPA is critical to me. Sam reviewed the last several years of tax returns and identified several opportunities to restructure our financial operations to optimize our global tax strategy. I am so thankful to have met Sam. I now realize the difference between having good advice and having someone at the top of their game. Kudos to the brillian

Sam is the final stop on your journey to find a trusted tax professional. Look no further because once you work with Sam, you?ll never want to work with another tax professional again. Sam is professional, diligent, and her primary goal is to ensure you are getting the biggest refund possible. Let?s face it, the tax code is complicated, but Sam answers all my questions in a way that I can understand. Bar none, she is the best.

S Dodin has done my taxes for the past 5 years. I keep coming back because she is that unusual combination of super intelligent yet very warm and kind-hearted. She always knows the tax law and all the complicated changes. I highly recommend Sam to anyone looking for a CPA.

Sam does both my personal and corporate taxes. She is knowledgeable and personable. I feel confident that my taxes are being done thoroughly! So glad to have met Sam and am looking forward to having long relationship with her.

I had an emergency with my tax return which wasn't filed by Sam. I did some online search and got in contact with Sam. She responded quickly and we had a quick call which helped me to figure out the situation. She also came with an estimate of the cost. I decided to let her help me for my tax amendment. The communication was smooth and she was efficient. She had the work done in a week. Now I don't need to worry about my tax for a while.

I may have some bias but Sam has been doing my taxes for years and it?s always a great experience. She clarifies issues , answers questions, and has an amazing attitude. She loves her work and it shines through.

I am very happy to have met Sam. She is very helpful and professional. She helped me with my tax problems. She explained to me what she was going to do and made it very easy and simple. You need your taxes done, she?s the one you should go to.

It?s simply impossible to explain the incredible care and professionalism exhibited by Ms Dodin?s accounting firm; I was in a panic to complete my 2022 Tax Year and was guided through out the process by Monica who was my Sherpa. She was with me ensuring that understood the required documents that were needed - Monica would alert me to additional information - allowing me to gather the data without any judgment. Monica would answer my texts and emails whether it was day or night. Ms. Dodin and Monica provide

Sam Dodin helped my husband and I with our personal taxes and with my small business taxes. She is knowledgeable, thorough, professional, and most importantly, kind. I also feel like I learned a lot about taxes in general, and will be using her tax planning services in the future. Thank you, Sam!

I've had the most stress free experience with Sam! She is amazing and goes beyond expectations for her clients. This year was my 2nd filing with Sam and I couldn't be more satisfied. :)

Sam has been processing my Federal and State tax returns for several years. I found her very knowdgable, cooperative and accurate. As I appreciate he services I recommended her to many of my colleagues in UCI and UCR. I hope you will try her tax services.

Sam is an incredible accounting and tax professional who seems to have great attention to her clients needs. Highly recommend using her for both individual and business tax needs.

Sam is simply incredible! She's fast, responsive and very affordable. I couldn't be happier with the help I received filing a tax issue. Highly recommend!

We have been with Sam for the past few years and she is a pleasure to work with. She?s extremely knowledgeable, detailed, and flexible. I will continue to refer her to friends and family!

Sam is fantastic! I have been going to Sam for over four years now and she is always ensures everything is done right. Sam is professional, diligent and courteous and I highly recommend her.

Sam is very professional and knows the tax laws in and out. Her great friendly personnality and character had made Sam a trusty friend for life.

These guys are amazing. I enjoyed their services from the very beginning. They came and repaired my AC when no one could do it. I recommend!

Great service and great experience! Will be back next year!

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.