*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.*
13844 Alton Pkwy #134
Irvine, California 92618
I had an excellent experience with Honest Tax Solutions! From the moment I reached out, their team was professional, attentive, and made the entire tax process seamless. They took the time to explain everything clearly, answered all my questions, and provided personalized advice tailored to my needs. I felt confident that I was in good hands throughout the entire process. The attention to detail and level of service exceeded my expectations. If you?re looking for a trustworthy and reliable tax service, I hi
Honestly, I wouldn't recommend this company to my worst enemy. They talk a big game. They charge a big price and the follow through is terrible. It took me over a two months to get confirmation that they actually sent my taxes to the IRS. For the past 23 years that I've been doing my taxes. I've generally received my money in 2-3 weeks. One thing that really got me is they decided to use my account information to pay themselves. They didn't even send me an invoice and let me pay them. They went ahead and to
Honest Tax Solutions in Irvine is truly exceptional! Their team is both professional and friendly, making the entire process smooth and stress-free. They take the time to explain everything clearly and ensure you get the best possible outcome. Their expertise and attention to detail are unmatched. Highly recommend for anyone looking for reliable and honest tax services!
Daniel Stevens and his team at Honest Tax Solutions are AWESOME! Not only are they extremely responsive and a wealth of knowledge from taxes, to corporation structuring, they also have a way of putting a smile on your face when you walk into their office. In my experience with other CPAs, 'talking taxes' has never been an area that caused me to crack a smile, but Daniel and his team bring the knowledge and experience that is expected when working with a good CPA, but their personable and cheerful attitude i
Daniel has been our family's favorite expert for annual tax filings. Tax time is usually a period where we are anxious and dreadful of the ever-changing tax codes but Daniel and his team make the experience as painless and shall I say, even pleasant. Honest Tax Solutions will guide you every step of the way and we always come out of a tax meeting with Daniel feeling reassured and more knowledgeable. We look forward to not just work with Daniel and his team every year, but to also have some laughs and bant
I had a great experience with Honest Tax Solutions in Irvine. Their team was professional, knowledgeable, took the time to answer all my questions and provided clear, honest advice. I really appreciated their candor and commitment to excellent service. Highly recommend them for anyone looking for reliable tax solutions!
Honest Tax Solutions truly lives up to its name! Daniel Stevens is a straight shooter?he tells it like it is, without any fluff. His deep knowledge and experience mean he can quickly pinpoint challenges and provide clear, honest guidance. From day one, he?s learned exactly what not to do, which makes his advice even more valuable. If you?re looking for no-nonsense, expert tax help, this is the place to go!
Honest Tax Solutions is great. I had a fantastic experience working with them. They were very knowledgeable and easy to work with. I highly recommend them for any tax needs.
I?m super happy I came to honest tax solutions! Saved me lists of money and I feel safe and the entire process was easy! Thanks again! Will be back next year
A great company and team to work with! Very thorough and excellent at helping small business owners navigate what can be a very stressful time of year.
The VERY best company to work with!! Their office staff is friendly and gracious each time I've been there! Daniel makes getting your taxes done entirely painless and he genuinely cares about his clients! Bree is a delight to work with, as well, making the entire process a breeze!!
I'm an electrician and went to this company to help with an audit. Their front office staff Brooke and Michelle are extremely friendly. Bree was very communicative and Ann is a pleasure to work with. Daniel Steven's runs a very tight ship and I look forward to referring them out to a lot of my colleagues in the industry.
Sorry for the late review, better late than never. Reporting on my experience from last year's tax return season. I have been doing my taxes in LA for many years and wanted to consolidate all of my financial investments with a one-stop financial tax firm that I could also retain for tax/financial services and came across Honest Tax Solutions. Honest Tax Solutions is far from "honest". Daniel Stevens (owner) gives a master performance in "selling" his firm's tax and financial investment services. However
I sent honest johnn a thousand dollars to start and they never called to follow up this is a scam company
My wife and I have been doing our tax returns with Daniel and his team for several years and we couldn't be happier. Him and Breanna are very responsive, super flexible, and easy to work with. We always get our return done quickly and very happy with the outcomes. Whenever I have tax related questions, they always give great advice. Thanks!!!
Extremely informed and experienced tax professionals. As a small business owner I highly recommend them.
My wife and I were looking for a more experienced and professional accounting firm this year as our financials have gotten more complicated than previous years. Upon doing a bunch of research, we ended up going with Daniel and Honest Tax Solutions. We had several initial questions before deciding to go with them, and they were all very responsive and professional. We were able to make an appointment within a few days, which was great. My wife and I met with Daniel in person and discussed all our concerns
Honest Tax Solutions is a great company that stays up to date on the current tax laws, and advises you of any options you have to save money. They will also give you advice on what you can do differently in upcoming years to maximize your return. They are easy to work with and streamline the filing process. So glad I found them!!
I researched and met with multiple accounting firms for two weeks before finding Honest Tax Solutions. I feel very lucky that I didn't decide on one of the other many firms to handle my businesses accounting. Daniel is completely upfront about everything and has your company's back as if he was one of the founders. He is extremely responsive with any question that we have (and we have a lot), and takes the time to explain everything to me. I really appreciate this level of service because this is my fir
Daniel and his team took great care of me. Everyone had great communication, and patience working through my busy schedule and making time to sit down face to face. I can tell he is a true expert in his field, set all my expectations and awesome client care. I will most definitely be recommending him to all my clients and friends.
My name is William Handy and I'm currently Buying a home and needed to clean up my taxes going far back as 8 years. Daniel Stevens took control of my very stressful situation and made into a positive out come. Honest Tax Solutions is a fast and trustworthy company. I am forever grateful.
I am so thankful to the Honest Tax Solutions team. They have saved my husband and I so much money on both our personal and our business taxes. We trust this company and would highly recommend to any and all!
Daniel, Bree and Ann were fantastic to do business with. They were attentive, listened to our requests and completed the tax return correctly and on time. Thank, for a great experience!
I could not speak any higher of Honest Tax Solutions! Daniel and his team are amazing! Super informative and super helpful. Daniel gave me a free hour consultation about my tax situation and was able to provide direction and guidance towards the best tax advantages for my LLC as well as my Personal tax return! Will be using them for a long time! Thanks HTS!!
Unbelievable experience with this firm! I highly recommend HTS to take care of your taxes!
Fantastic consultation today with Daniel Steven?s and his staff today. Very reasonable priced and offered to answer any basic follow up questions for free. Sad to leave my current CPA but after hearing a fresh tax perspective from Daniel, I probably should have switched a while ago. Very happy new client.
Getting your taxes done is never a fun task, finding a someone you can trust is daunting. From the moment I blindly walked into Honest Tax Solutions, the team was welcoming, open, transparent and upfront. In an age where customer service seems to be a faint memory, it has been refreshing to work with a team who values each every potential client who they interact with.
Highly recommend for personal and business filings! Daniel and his team are amazing! They?re professional, efficient, and care about getting your taxes done right.
Honest Tax Solutions is a great company with knowledgeable and friendly staff. They were able to help us get a good tax return and helped us with some of the new tax code so we can be better prepared for next year.
Even though I live in Florida (we never actually met in person), Daniel went above and beyond to fix my current situation and create a strategy moving forward. His knowledge is impressive, but what really makes him stand out is his effort to go over the details making sure all my doubts are addressed. I highly recommend Honest Tax Solutions.
We trust the team at Honest Tax Solutions to handle our business and personal taxes and accounting. They are professional, friendly, and always quick to answer any of our questions. It's so great to have found such a trustworthy company.
As a small business owner, I appreciate another Business owner that is a expert in their line of work. Daniel at The Honest Tax Solutions really do a great job and is extremely knowledgeable about taxes. He and his staff truly relay know how to help small business owners pay lower taxes. I have and will continue to refer my Insurance clients to him and know that he will take great care of them. If you want some one who really help you with Taxes and the IRS call Daniel.
Amazing experience. I changed tax preparers and went with Honest Tax Solutions because I didn?t feel like I was getting god answers to my questions. I appreciated the time that HTS spent with me to explain the difference between my last couple years tax returns. I paid a bit more for tax preparation but it was COMPLETELY worth it because I have the understanding and peace of mind moving forward of what we need to do. Go see this company. They have my business forever.
Great accessible team that is super helpful and thorough at explaining all the details every step of the way!
Daniel and the team from Honest Tax Solutions really know their stuff. They not only prepare your tax return, but also consult about capital acquisition planning for your company. I called him one day before Labor day weekend to ask about acquiring a new vehicle to add on my fleet. He spent time over the holiday weekend to do research about depreciation, government tax rebate, incentive and what would be the best route to finance the vehicle. Then he schedules me the next business day to answer all of my co
Great professional environment and solutions to my personal income-tax needs. I highly recommend Honest Tax Solutions to anyone. Their professional approach to managing my taxes saved me money and potential headaches down the road. If you are looking for a new Tax Preparation Representative as 2021 rolls around and income taxes come closer. Give them a call. I have faith Honest Tax Solutions will handle your taxes professionally.
The team at Honest Tax Solutions has helped me untangle a mess with no and partial taxes filed. It was not something I could?ve handled on my own and it made it so much easier with their insight and guidance. Thanks again for helping me through this difficult time.
What an amazing company. I have some of the most complex taxes. They involve a couple of companies in multiple countries. A divorce and a natural disaster, they are complex what can I say! I had the incredible luck of attending the presentation by Daniel and his partners. It was life-saving ,literally. Originally I felt so distraught after my divorce about the confusion of my taxes. They brought in such positive energy backed up by the most completely professional execution I have ever been a part of. No
The consultations I've had here are was awesome!!! I felt a bit intimidated walking into the office since I don't know a lot about taxes. They eased my mind during the initial free conversation on the phone and when I sat down with Daniel Stevens and Dan Willett. Their process in setting up the meeting was stress free. Breanna their Operations Manager is great to work with. The cost for consultation was hourly and worth every penny. Highly recommend.
I?ve done a lot of research and interviewing of tax and accounting companies in search of someone trustworthy and this is truly the best experience I?ve ever had. Honest Tax Solutions takes pride in its customer service, attention to detail and variety of services provided. Although the company is closed on weekends, the owner took time to come in and meet with my fianc? and I to figure out how being newly married will affect our taxes and my fianc??s business. First off coming in on a weekend?! And second
This is my 5th year doing my taxes with this company. Bree is a pleasure to work with and always is patient when answering my questions. Definitely worth the cost to have Daniel and Ann do your taxes.
The decision of where to get professional tax preparation help depends partly on how complicated your taxes are. While many people have been complaining on social media that they didn't realize how much the new tax rules would affect their bottom line they also complain that they do not know where they can find a trustworthy firm. You have to look no further than Daniel Stevens and Honest Tax Solutions for your answer. Whether you need Tax Return Preps, IRS Debt Negotiation, Audit Defense, Garnishment Remov
The company name could not be more fitting. I would not want to give some of my most sensitive information to just anyone. I want someone who has very high integrity. If you want a company you can completely trust, along with the expertise to come up with creative, money-saving solutions, look no further. I have known Daniel long enough to trust that he is doing everything he can, to help my business. You won't be sorry.
Daniel is very knowledgeable about the tax law updates. He makes sure to put clients in the best situation and always has your back. Someone you can definitely trust!
Daniel Stevens called me back for a consult. Super professional and genuine. He is not able to help me with my particular issue, but he took the time to talk to me and even gave me a referral to someone that can help me. I really appreciate how quick he was to respond. If the rest of his company is anything like him, I can see why they are so highly rated. Lorrie Colbert
Daniel and his team at Honest Tax Solutions are amazing. There very competent in the tax field, and can extremely helpful to you. Make h onest tax solutions your FIRST not your LAST call.
Daniel and his staff are extremely knowledgeable, friendly, and professional. After dealing with multiple CPA's, I can confidently say these guys are by far the best.
Daniel Stevens is very knowledgeable and easy to work with!
What I awesome about Honest Tax solution is it a one stop for all such as legal advice , CPA tax return prep and financial investment advice Daniel really knows his job! Whether it be crypto currency to basic real estate tax advice, he has the answers!
I love the aesthetics of this office. They have expanded their client base to new levels that I really appreciate for my given tax situation they really figured out the problems I?ve been experiencing with things I cannot disclose at this current time my previous tax professional really did me dirty, and I love the fact that they finished me off in a representative way for the future
Honest Tax Solutions accountants are not only highly qualified but they exhibit superior professionalism and ethical standards. They are definitely my to-go place for tax and accounting services!!
Another successful year of this company doing my personal return and my family's trust return. Really appreciate their attention to detail and professionalism. They definitely make filing taxes as enjoyable and fun as possible
If there was one company I would recommend for your accounting and tax services it?s Honest Tax Solutions. Daniel Stevens is truly committed to his customers.
I was in a pinch and Honest Tax Solutions came to the rescue. They are polite, professional and good at what they do. Very happy with their service.
I met Daniel on my vacation. He was so nice in answering my questions even though he was in his vacation. He was extremely helpful and very easy to talk too! He answered all my questions and even took my family to dinner! He is simply the best!!
I walked into this business to check it out and there was an Irvine Police Officer in there. I was concerned at first but discovered that he was actually a client of theirs!! Im a paramedic and was looking for a new tax consultant. I?ll be a life long client of Honest tax Solutions. They are great across the board. I figure if Irvine Police Department can trust them, I can too. Ha ha.
Daniel & his team are wonderful, kind, supportive, & very professional! I highly recommend Honest Tax Solutions.
Daniel at Honest tax solutions is a great guy, who just cares about helping people. Anything you need with finances I highly recommend giving them a call.
Attended a tax & trust event tonight at Honest Tax Solutions. Daniel was a wealth of information. I highly recommend
I don?t want to deal with organizing and filing my taxes so I?m happy to compensate Daniel and his team for their services.
If you are looking for a tax professional, Daniel is your guy! Knowledgeable, professional and yet personable. Don't hesitate, call now!
Daniel is an excellent tax professional! Love his honest and straight forward approach to each situation. What?s the issue, here?s our options, let?s get it done.
Daniel is very professional and straightforward in helping you grow your business and manage your taxes. I highly recommend them.
Thank you for helping me today. It was a very professional setting and relaxing to talk to Olivia and the team. Highly recommended.
In addition to tax solutions, this company has a heart for the community. Thank you, Honest Tax Solutions for donating socks to the WISEPlace shelter and making the holidays merry and bright for women in the shelter!
I Google the closest tax place open near me and found this company " had questions about my taxes returned.. where I went somewhere else to get them done.. the gentleman was so kind and helpful.... look forward to do business next year with HONEST TAX SOLUTIONS"
Daniel was a life saver and helped me. He was able to answer my questions and solved so many problems my family concerns
Very efficient and high quality work is done at Honest Tax Solutions. Highly professional from wire to wire, would definitely recommend!
Daniel has worked with me on my case and I have been very pleased I?m currently in a no cash flow status and he has been still working on my behalf they have been upfront and honest I recommend them very highly
Daniel is very personal and professional and had great insight about personal and business taxes.
I am a realtor in the area and have referred several clients to this company to help with 1031 exchange and other real estate capital gains matters. Very trusted parter for realtors.
Daniel is awesome. Great guy and very professional. I would advise you to use him for all your tax solutions!
Great team that worked relentless hours to take care of my tax issues! Can?t recommend this team enough! Dr Maltby M.D.
Met with the front office staff when the owner was out of the office and they were extremely helpful getting me dialed in to do my taxes this year. Highly recommend
Daniel and his team are very knowledgeable and professional. i have recommended multiple clients to them.
Very professional, always pleasant and fun to talk to and understanding to all our tax situations. Love the dedication this company gives us.
Honest Tax Solutions is the best team in town . Thank you so much for helping us.
Been coming here for years and they continue to show me how much they value me as a client. Just as happy now as when I originally posted my review 2+ years ago.
Honest tax solutions is a huge help they are amazing with tax?s and very helpful. I fully recommend using them .
Great ownership, employees and dedication to supporting Veterans. Thank you for all your company's support and donations. We love you all!
Awesome presentation hoping he can help my coworker out with saving money once he reviews his previous tax returns.
Very transparent company Bree is very helpful and the rest of the staff is extremely welcoming & friendly Pleasure doing business with them year after year
Best company i have ever worked with when dealing with my W2 and 1099 complex tax situation.
Very knowledgeable and professional while still being cost effective. Thank u Daniel and his team!
Daniel is a true professional in his field and lives up to his company name... HONEST.
I had an unbelievably regretful experience with this company they took my payment in April did not return any of my calls until May 30th and did not file my paperwork until June 8th they are horrible crooks
This company has alot of great people that work there. Very helpful and gets the job done. Daniel your the best!!!!
He was very pleasant at all times, very good service, it is too reliable and safe
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.