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HowToGetTaxRelief.com

HowToGetTaxRelief.com

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services
Years of Practice

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

Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
Multi-state Experience
Remote Services
Years of Practice

Contact Information

Address

747 W Katella Ave #202

Orange, California 92867

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-6PM
Tuesday 8AM-6PM
Wednesday 8AM-6PM
Thursday 8AM-6PM
Friday 8AM-6PM
Saturday 9AM-1PM

Customer Reviews

I recently sought assistance for my tax debts, and I must say, their tax relief service worked wonders on my tax debts! They sorted things out efficiently, making the whole process a breeze. If you're stuck with tax issues, these guys know their stuff! Their professional and prompt service made the entire process smooth and stress-free. I highly recommend their services.

I've had my fair share of bad experiences & there is not one single bad thing I could say about my experience here! I am so lucky I found them. They were not only reliable but hospitable. They made me feel so comfortable with the progress of my IRS tax debt. I could confidently say I would recommend coming here.

Dealing with a $36,000 IRS tax debt was stressful, but the team at How To Get Tax Relief was able to help me out. They were efficient, professional, and delivered results. If you're in a similar situation, I strongly recommend their services.

Richard's service has been exceptional, making the tax resolution process painless. He crafted a personalized tax plan to address my financial situation and was always reachable when I had questions. His reliability and transparency makes him a top choice for anyone navigating IRS tax debt.

I am quite satisfied with How To Get Tax Relief, having lately used them. Their team expertly guided me through the tax process, making an otherwise difficult task seem surprisingly simple. Thank you, How To Get Tax Relief.

Between taking care of my family and adjusting to married life, I let watched our finances slide. Before I knew it, we were facing an $18,000 tax debt. I felt overwhelmed and guilty. I reached out to HowToGetTaxRelief, and they were incredible. They not only resolved our tax issues but also guided me through the process so it doesn?t happen again. Thanks again!

Thanks to "How To Get Relief", my IRS debt is gone. They were efficient and clear in their approach. Very satisfied with the outcome.

I won a small lottery and thought I had it made, until I realized I owed $5,000 in taxes on my winnings. I had no idea how to navigate this problem. That's when I called How To Get Tax Relief. They took care of all the complexities, allowing me to actually enjoy my good fortune.

Brian was Super helpful with my taxes! Richard was Amazing communicating with me and very patient. Explained everything step by step. Thank you for all your help!

This company helped me get caught up on my taxes and now my credit is amazing! Thank you to this awesome company! Highly recommend!

"Great experience with 'How To Get Tax Relief'. They handled my back taxes expertly, bringing my debt to $0. Straightforward and stress-free process"

Referred to this company by a friend and they had great service. They helped me figure out some of my tax situation and I definitely recommend them!

They helped me with my tax debt. Great help and very knowledgeable. I definitely recommend if you?re looking for help!

They definitely knew how to help with my taxes. They were very kind and patient I can?t recommend them enough!

They were amazing. Patiently answered all my questions, alleviated my concerns and helped me with my IRS tax debt.

Juggling multiple gigs led to a confusing $8,000 tax situation. HowToGetTaxRelief was able to help me figure it out. If you're in a bind, give them a call.

Can't believe I didn't learn about this earlier. Im so glad these guys helped me out. Excellent service they provide.

Referred to this company by a friend and they had great service. They helped me figure out some of my tax situation and I definitely recommend them!

I highly recommend this company, they were super helpful with my taxes.

This service is amazing, with the best customer service you could ask for! Was able to get out of a tricky situation and with the best case scenario I could have asked for.

I'm glad I called these guys. They were able to help me out. They were professional and the process was easy.

They were very professional and were great to work with, very trustworthy . I couldn?t be happier with the result.

This place was super helpful with my tax refunds and what forms I need to fill out as an 18 year old student

Very professional and costumer service is 100% Will be coming back! Thank you HowToGetTaxRelief for all your help!!

?They were super helpful with my taxes!

They were very helpful with my taxes!!

Quick prompt responses ! When you?re stressed all you want is answers , so happy to have this simplified ????

They were super helpful with my taxes.

They were super helpful with my taxes!

Richard Le is highly recommended to do business with.

Great attitude and customer service

best costumer service ever!!

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.