*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.*
200 Sandpointe Ave #350
Santa Ana, California 92707
Jeanette Douglas was a fascinating representative of your organ. First, she established herself as a true professional. Then she guided me through the process helping me to quickly understand how your group could help me. Her demeanor was so so personal I felt safe turning my tax problem over to her. I am so thankful for her assistance.
Stephanie was a very professional individual. I remember talking with her before and she was extremely helpful so I made sure I got in touch with her this time since I had questions. She handled my case quite well and I feel so much better with the situation I am in at the moment. Thank you, Stephanie!
The team here really knows their stuff! I had no idea where to even begin with the IRS, but they took charge and negotiated a great deal for me. Now I can move forward without worrying about my taxes hanging over me.
Fresh Tax Solutions worked wonders for me. They used the Fresh Start Program to get my IRS debt into currently non-collectible status. This has taken a huge burden off my shoulders, and I can?t thank them enough.
Lauren was unbelievably the very best tax helper I have ever encountered !!?? She was very professional, knowledgeable, kind, and understanding of my situation.. greatly appreciated her integrity with my case with Fresh Start Tax Relief Company!! Thank you again Lauren!! You are the BEST!!??????Blessed you were able to help me out!! Thank you again very kindly!!
Fresh Tax helped me when I didn?t know where to turn. They used the Fresh Start Program to negotiate with the IRS on my behalf, and the results were better than I expected. Fantastic service!
Mrs Lauren was so kind and helpful me over come all issues with getting my fresh Tax app done
Huge thanks to Jeanette at Fresh Tax Solutions! She made the whole tax process easy and stress-free. I really appreciate her help and expertise. Highly recommend this team!
The name Fresh Tax Solutions was true! They quickly took care of my past-due taxes, which alarmed me. The staff is very well-organized, considerate, and quick to respond to my issues. They secured a just settlement by negotiating on my behalf. I feel like a weight has been removed, and the entire experience was pleasant. They provide outstanding customer service.
First of all she was kind. Very easy to talk to. Very professional.. she didn't jump on the line and start acting like she was going to sell me a car! she answered all my questions, and I really appreciate that she explained everything very well.. if in the future I could help her out and tell friends about her that may be in the same situation I am. "I would."
I?m beyond grateful for the help I received with my back taxes. The staff made everything easy to understand, and they were always available to answer my questions. Now I have a clean slate and can focus on my future.
When I reached out for help with my tax issue I received multiple voicemail messages from multiple professionals. The voicemail I received from Ana was very professional and it's the one chosed. I called her and she was so professional and convincing and the rest history. Thank you for having her there. She saved my life literally.
Fresh Tax Solutions really delivered! They helped me slash a substantial part of my tax debt using the Fresh Start Program. Their hands-on support and expertise gave me peace of mind. I can't thank them enough!
I enjoyed talking to your assistant Ana Capoy, she is very knowledgeable, has a great attitude and goes beyond in helping with my needs. Thank you freshtax, for having such a great person/asset as part of your team. Yolanda
Ana Camboy made my day better for sure. Easy to talk to. Glad I?m going to get the IRS help I need. Trying to deal with the IRS directly is practically impossible and Ana and Freshstart is helping me and it?s a tremendous weight off of my shoulders.
Thanks to Fresh Tax, my IRS debt is now in currently non-collectible status. They walked me through the Fresh Start Program and handled everything with great care. I?m incredibly grateful for their help.
Ana Campoy is so awesome very nice personable she made everything so easy it was fast but thorough and the whole time I'm getting to know her I can't thank her enough,she has a beautiful personality that made me smile.she made very easy great job Ana thank you so much
Ana Camboy was a highly skilled and attentive professional who was both pleasant and very knowledgeable. I am grateful for her compassion and empathy.
Ana was very friendly, very professional, and very knowledgeable in her field of helping me understand and worked with me to get me approved. I couldn?t have been any happier to get this call and more so, to finally get the ball rolling on doing something about this old debt. Thank you very much
Alyssa was very professional with me. She handle my problem very well. Fresh start is the place to go when you need some one to handle your tax problem. They're very fast and accurate.
Janette Douglas was very helpful with my situation. She took her time to listen to my issues and helped me understand that i was able to get it worked on. I?m grateful for her help and gave me hope for my situation. Thanks
My investigator named Ana was so helpful and patient with loads of information that was very clear and precise. It was truly an honor to have spoken with her, and I am pleased that I will be working with her.
Despite my complex tax circumstances, these experts were willing to take on the task. They carefully considered my case and gave me concise, understandable counsel. As they negotiated with the IRS on my behalf, their knowledge and commitment were clear. Their diligence, which led to a successful outcome, has my sincere gratitude.
Katya was very knowledgeable and patient when explaining the steps and procedure. She gave me an excellent customer experience. I feel much better knowing that I have someone who can help me through this process. I?m hopeful that this will be as easy as it was speaking with her.Thank you !
It was a pleasure speaking with Ana. She was very knowledgeable and pleasant. She made feel like it was hope and a lot of stress was released from us.
I feel like a weight has been lifted off my shoulders after doing my taxes! The staff was really understanding and gave me clear explanations of everything. They even guided me through the Fresh Start Program, which has changed my life.
I was in a tough spot with the IRS until Fresh Tax Solutions stepped in. They managed to get my debt into currently non-collectible status, which has been a huge relief. Their expertise with the Fresh Start Program was invaluable.
Jeanette Douglas took time to explain to me the process to me and did not rush me off the phone after I said yes to the procesd. Excellent customer service. I am excited to get this weight off my shoulders in stead of going at it with the IRS alone.
FTS really came through for me. They navigated the Fresh Start Program expertly and managed to reduce my IRS debt significantly. I appreciate their hard work and dedication.
Katya Reed was so easy to talk to just a breeze if I was to go to a doctor that?s how I would want my experience to go. She?s just awesome. Thank you so much, Miss Reed :-)
I had some apprehensions about contacting anyone about the amount I owed IRS, but after talking with Alyssa, I felt so much better. She was very professional and knowledgeable. Thanks for the confidence she gives!
I just signed up with Ana for help with my tax problem. She was helpful and explained everything to me clearly. Thx for ur help Ana. I look forward to getting out of debt with ur help
Lauren was so amazing I felt so comfortable with her, and originally she wasn?t the first person I had talk to but she called and made me fill just great and I just opened up to her, so Thank you Lauren Cydney Jones
I had an excellent experience with Fresh Tax Solutions! They were quite helpful in straightening out my taxes. The team is quite pleasant and explained everything well.
Lauren Jones is amazing. She made the process so easy!! She literally walked me through the whole process I couldn?t believe how easy it was. Her kindness and professionalism is outstanding!
The lady that I spoke to on the telephone was the most understanding patient lady I would speak to her again for anything bills to explain something to me. I don?t even understand. She broke it down. I think she was great so give her five stars.
Ana was AWESOME and very helpful. I really appreciate the help. Should I know ANYONE who is having any issues with The Internal Revenue Service I will be SURE to forward them the information to contact your company. Thanks again and have a BLESSED evening.
Mrs Jesnette Douglas has been very understanding . Fid not treat me like just another case but truly understood my personal situations . She made me u understand she was here to help. She would do all could to help me resolve my debt. I appreciate her. I font wish to work with anyone except her
Ana was so amazing! Helped me so much with a difficult process by walking me through each step, carefully & clearly explaining all the questions I had, the things I needed, and showed great amount of patience. Very thankful for her help.
I was helped by Ann Campoy loved her most helpful explaining the process and how it works would recommend her to all clients Thank you again
Although I was feeling overburdened and owed late taxes, the staff I dealt with made the process simple and speedy. They provided me with a comprehensive explanation and put up an installment plan that works for me. I can finally breathe a sigh of relief knowing that this is behind me, and I'm incredibly thankful.
Lauren was very pleasant to talk to. She explained everything to me clearly. I feel, Fresh Tax Solutions, has just lifted a weight off my shoulders. I feel I will get the resolution I need, with their help
I spoke to the most professional and amazing person today with Fresh Tax Solutions, her name is Ana. She made my day helping me get set for solving my debt with the IRS. I feel relieved and a sense of peace knowing that my financial future will be under control after this process. Thank you for assisting me with getting my tax problems solved in the near future!
Jeanette Douglas made me feel like a person again like I can survive the IRS I will recommend Fresh Tax Solutions to everyone.
I?m so glad I chose Fresh Tax Solutions. They took the time to explain the Fresh Start Program and worked tirelessly to reduce my IRS debt. Their team is fantastic!
The meeting with Ana was great, she was delightful, energetic, and very courteous. She was very knowledgeable and made me feel relieved that I called for help. Thank you
OMG! Katya Reed took my anxiety away because I was so stressed but she helped me to understand and explain everything very well for me to take in completely. She answered all my questions and walk me through the process of getting everything I needed to get done in my email. I appreciated the way she spoke and the way she showed care and concerns about making sure that I know that they are there to help me and not to work again Me! I would refer to a friend as well.
Mrs.Ana Campoy was awesome a very efficient person to work with she answered all my questions and concerns . So I give her a 5 Star rating.
Dealing with the IRS was something I dreaded, but this team made it shockingly easy. They handled everything and kept me updated at every stage. I can now rest comfortably knowing that my taxes have been paid. I appreciate the tax break.
I appreciate the fact that I was treated like a person and not a number. I have complete confidence and belief that relief is on the way. Katya Reed was extremely professional and would recommend anyone to her for tax assistance
So far, so good. Katya gave great customer service. I?m still nervous about trying this, but will hope to report more positive things soon.
Jeanette Douglas was truly helpful...I was truly put at ease about getting help with my taxes without feeling like I have to break the bank. I really appreciate her and I look forward to working with her..
I paid them $4,550. That is almost 25% of my total debt. My case manager would rarely return phone calls. They submitted my case for a CNC status without discussing it with me. Lizz Mueller told me it's not their policy to discuss strategy with clients. When I spoke to Sam (Quality assurance officer) he insisted that they did discuss it. I've been deceived and lied to. They have never produced any documents from the IRS about my case. I don't believe anything they tell me. I told Sam I was going to seek hel
I highly recommend Fresh Tax Solutions. They were professional, knowledgeable, and helped me reduce my IRS debt through the Fresh Start Program. Their team was there for me every step of the way.
Ana compoy is who helped us today. She was easy to talk to . I felt a little more at ease with our situation after talking with her. Thank you Fresh start
Fresh Tax made dealing with my IRS debt so much easier. They explained the Fresh Start Program clearly and were there for me every step of the way. I highly recommend their services.
I called the fresh start program and talked with Ana Campoy. She was very polite and understanding. She took her tume and explained the program, and answered in questions that i had, which help me understand the program better. Thank you Ana for taking the time with me.
Jeanette Douglas really help me to understand how the program works. Most of all she had patience with me and I am so looking forward to working with her.
Lauren Jones was very professional and helpful in taking me through their process. I look forward to working with her on my tax situation.
Jeanette, is outstanding, very helpful and took away so much stress. I really appreciate her and kindness. Very professional thank you Narci Alwan
I needed assistance with tax preparation because I'm a busy professional, and FreshTax provided it. They made sure I didn't miss any deadlines by carefully and promptly preparing my taxes. Their staff was quick to respond and kept me updated at every stage.
Hi Anna was very understanding she took her time with me explaining everything to me about how I will benefit from it Anna helped me when I couldn?t get through my email I really appreciated the fact how she talk me through it and helping me with that part also she was very understanding when I was telling her about my situation thank you Anna so much ???? I appreciate you !!!! May God continued to bless you in everything that you do ????????????
Carrie Mcdow was very thorough and a pleasure to talk too. I look forward to working with her and the company she represents in the near future. Thank you Carrie
Jeannette D was very understanding of my tax situation and extremely helpful. I will certainly pass on her name and number to others.
My experience with the team was fantastic! They guided me through the Offer in Compromise procedure and provided me with detailed explanations of everything. Their knowledge and friendly assistance are really appreciated.
Anna is so experienced and professional And so nice. 10000 percent excellent. I wish I was no nice. Thank you for all your assistance hope to get my case going soon it's been 6 mos and I still haven't received my pkd thru no fault of anna. My case worker has been assigned. Respectfully Christine/Richard Gonzales
Dealing with my tax burden was something I feared but their staff made it easy. They were effective, informed, and sincerely interested in determining the best course of action for my particular circumstance. They worked out a reasonable payment plan with the IRS in a matter of weeks, so I can now fully relax.
Jeanette Douglas was a very personal, professional agent. I felt very comfortable and taken care of. I am happy I started with Fresh Tax Solutions.
Jeanette Douglas was a breath of fresh with her encouraging words to let me know that there is light at the end of the tunnel.....I would recommend her to anyone and everyone!!!!!
What a wonderful, professional woman, Carrie Dow is I am soo excited for this opportunity for me and my family to possibly get some relief. She has given me hope. This has been soo stressful I?ve neverrrr owed the IRS a penny, Until 2020- working for the State of Florida and never being told that no Federal taxes were taken out of my payroll.. can we spell nightmare... unbelievable~... I AM so grateful for this program to help us.
I want to say I really appreciate Tracy Jones. He has done a very wonderful job and trying to help me to go forward in trying to get things took care of that need to be took care of and I just want to say couldn't ask for no better help than the help he give me.
I just signed up Kataya - she was easy to talk to and was enthusiastic and encouraging. I hope that I can resolve my issues and thanks to Kataya. I have been tricked by one of these programs before and I am praying for relief.
Tracy made the whole process painless. He's very knowledgeable about the process of tax relief and made me feel like a person not just another number.
My name is Francetta Muhammad, I have been needing someone to help me get my information together. I came upon Ms.Ana, Who worked with me on getting my money straight as well as my house and cars. She will definitely be a big part of my family as I continue to tell my friends about her. Francetta!!??????
Lauren was awesome! Explained everything. Very personable and professional. Highly recommend! Very kind as well .
I had very great help from your company, and from Tracy Jones. It was a difficult thing for me to ask for help, but he made it a pleasant with his understanding, and great knowledge of the program. Thank you, F. Bass
Since me and my girlfriend called the fresh tax solution for help and Ms Ana Campoy who guide us and help us regarding on what they offer to help?. She very helpful,she making us feel we were in the right hand to solve our problem. Thank you so much Ana Campoy.
I owed money on some prior taxes, so I was worried about wage garnishment. They set up a fair installment plan for me. It's such a comfort to have a plan in place that fits within my budget. They know a great deal!
I can?t say enough good things about Fresh Tax Solutions. Their expertise with the Fresh Start Program saved me from financial ruin. I?m finally able to move forward without this weight on my shoulders.
Before I discovered FreshTax, I was concerned about my tax problems. They provided a comprehensive explanation of the possibilities and a very comforting consulting procedure. When they worked out an installment plan with the IRS, I felt as though a burden had been removed. Their knowledge and help made a difficult situation manageable.
Your company fresh tax has the best thing that ever happened to me since 1995. Lauren is the best person that I've ever talked to and honest about how what and where that I am to do to fix my problem with the IRS should I say anyway Lauren is great person to talk to she knows where I'm at knows how to talk to me it's very hard for me to be convinced by anybody to do anything with them as far as my money goes so yes I gave her five star rating Plus for your company as well fresh tax solution thank you
Carrie Mcdow said she is gonna turn my financial situation around and I am pleased with her explanation and I was treated with great respect and she was very thorough,great service and would definitely recommend to other people.
Lauren was such a great help she introduced herself & explained about the process making it very easy to understand, I couldn?t have asked for a better settlement officer, thankyou once again for such clear communication.
I?ve been stressing about getting my taxes done, (which I?m two years pass due) so I finally called Fresh Tax and I?m so glad I did! Lauren answered all my questions and she was extremely sweet and nice, and patient with me. I?m so relieved to know that my financial situation is being handled by someone like Lauren.
Lauren was a great representative of the firm and very helpful individual regarding my situation with the irs as well as very informative greatly appreciated.
I was drowning in tax debt, but this team really helped me get back on my feet. They walked me through the IRS Fresh Start Program and took care of everything. I feel like a huge weight has been lifted, and I finally have financial freedom!
I continued getting text after text but finally spoke to a person who helped enroll me which took a load off of my stress level that has been weighing on my shoulders. Let them handle it and be done with the problem. Thank you ??
Lauren was so helpful, and made me feel better with the way she presented herself on helping me with my problems
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.