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Golden Tax & Accounting Co.

Golden Tax & Accounting Co.

Reviews Summary

Brandon receives consistently outstanding reviews for his tax and accounting services. Clients praise his professionalism, efficiency, and clear communication, making complex processes easy to understand. Many highlight his patience, responsiveness, and ability to handle diverse tax situations with expertise. His quick turnaround times, honesty, and client-focused approach stand out, with several noting he saved them money or resolved complicated issues. Reviewers appreciate his down-to-earth, approachable manner and often recommend him highly for both personal and business tax needs. The consensus is that he delivers exceptional service with reliability and care.

About This Listing

Bookkeeping
Accounting
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Individual Taxpayers
Healthcare
Hospitality
Construction
Contractors
Professional Services
Technology
QuickBooks
GAAP Compliance
State-Specific Experience
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
Payroll
CFO Services
Tax Preparation
Tax Planning
Entity Structuring
Financial Advisory
Virtual CFO
Outsourced Accounting
Small Businesses
Startups
Individual Taxpayers
Healthcare
Hospitality
Construction
Contractors
Professional Services
Technology
QuickBooks
GAAP Compliance
State-Specific Experience
Remote Services
CPA License

Contact Information

Address

2558 Roosevelt St # 300

Carlsbad, California 92008

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 7:30AM-6PM
Tuesday 7:30AM-6PM
Wednesday 7:30AM-6PM
Thursday 7:30AM-6PM
Friday 7:30AM-6PM
Saturday 7:30AM-6PM

Customer Reviews

I had a fantastic experience working with Brandon for my taxes this year! From start to finish, he was incredibly professional and efficient. He communicated clearly throughout the entire process, making sure I understood each step along the way. I really appreciated how he took the time to explain everything in detail, which gave me confidence that I was making the right choices. The turnaround time was incredibly fast, he got everything done much quicker than I expected. I highly recommend his services to

My experience with Golden Tax & Accounting Co. was excellent! I was particularly impressed with their efficient electronic system, which made the entire process incredibly smooth and convenient. Brandon was upfront about a slight wait due to his workload with other clients, which I appreciated. However, once he started working on my tax return, he prepared it remarkably fast and efficiently. His clear communication and quick turnaround once he began were impressive. I'd definitely recommend his services.

I cannot recommend Golden Tax & Accounting Co. enough. I was very nervous choosing someone to help me with my first tax filing for my new business but Brandon Dudas made the process so easy. He was very helpful and informative from the first phone call to our first meeting, letting me know what I could expect and how the process goes. I interviewed a few other companies for this service and let me tell you, Brandon is by FAR the most qualified with the best customer service skills I?ve seen. You have a lif

Brandon is terrific! Cannot recommend him enough. I am incompetent when it comes to personal taxes, but he was very patient with me throughout the entire filing process. Responsive, thorough, and a pleasure to work with.

Brandon is exactly what I?m looking for in a tax preparer. Really down to earth and professional. This was my first year filing and he made the whole process smooth. Definitely coming back next year.

I reached out to figure out how I should be doing taxes this year. He was very knowledgeable and easy to talk to. I continued to have questions and he was very honest and straight forward. Although he recommended i use turbotax because i have a simple return, i Highly recommend using him as your tax guy!

I would highly recommend Brandon and Golden Tax & Accounting. I came to him with some complicated back tax issues and he quickly, efficiently, and comprehensively took care of it on time to file by the April 15th deadline. Brandon is a true professional and extremely easy to work with. No fuss, simple, excellent!

Brandon was absolutely great. He took time to answer all my tax related questions, having been incarcerated for 28 years, I didn't have a clue how to proceed or if my social security retirement income was taxable. I wasn't even a client yet and Brandon spoke and texted with me several times! This company is helpful and knowledgeable. If you need tax filing assistance, do yourself a favor and see Brandon. Great guy. He went above and beyond for me. Thank you Brandon.

Brandon at Golden Tax and Accounting is second to none. I have had the privilege of watching his work ethic and commitment to clients first hand, and I can tell you that it is truly unrivaled. As a physician with a diverse portfolio of investments and small business involvement in real estate, Brandon is my top choice. His bookkeeping skills have been super helpful with my wife's small business as well.

Working with Brandon was amazing! Not only did he save me money, but the conference was great. Very communicative, timely, and definitely took away the pain of doing my own taxes in years past! Will definitely be coming back this tax season!

Having known Brandon Dudas for over 10 years, I can attest that he is a honest and hard working young man. His manner is easy going and approachable. He is resourceful and dependable. Brandon is an excellent choice for your tax and accounting needs.

I couldn?t recommend Brandon for his tax and accounting services more. He is knowledgeable, reliable, and quick to respond. He puts his clients first, which is what we all need in the busy tax season!

Mr. Brandon is extremely professional, with a wonderful attitude and is super knowledgeable about tax rules and laws. And was a God gift for me to solve my problem. Thank you, David

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.