*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.*
485 E 17th St Suite 200
Costa Mesa, California 92627
I had a really great experience with Ingenious Tax Relief! Everyone I interacted with was kind, professional, and very knowledgeable throughout every step of the process. Everything went smoothly, and the best part was that it didn't take long at all. My boyfriend also went to them for IRS issues, and they were able to help him keep his IRS debt under control. I highly recommend them!
I had an amazing experience with Ingenious Tax Relief! From start to finish, their team was professional, knowledgeable, and incredibly easy to work with. They took the stress out of tax season and made the entire process smooth and straightforward. What really stood out was how they took the time to explain everything clearly, answered all of my questions, and helped me better understand the process. I truly felt like they had my best interests at heart. Their attention to detail and commitment to accurac
I had an exceptional experience with ?Ingenious Tax Relief? when I was in need of expert guidance from a tax advocate. From the initial consultation, it was clear that their team was knowledgeable, professional, and genuinely dedicated to helping clients navigate complex tax issues. What stood out the most was the clarity and confidence their tax advocate provided. I was dealing with a situation involving a delayed Tax refund ! Indi provided me with answers to my many questions. Throughout the process, com
Thank you Ingenious Tax Relief!! Kyle did a phenomenal job doing my taxes. He was very communicative and honest about it all. Not to mention he had everything done the same day! Smooth & quick! I look forward to filing with him next year! Thank you again!
Ingenious Tax Relief Review The team at Ingenious Tax Relief really came through when I needed financial clarity the most. Their support helped ease a lot of stress tied to my situation, and I finally feel like I'm back on stable ground. Grateful for their guidance and highly recommend their services!
Ingenious Tax Relief is a true lifesaver! I had five years of back taxes weighing on me, and after explaining my situation, they acted swiftly to get everything filed. Their professionalism and efficiency took a huge burden off my shoulders. A special shout-out to Kyle, who made the entire process smooth and stress-free. After such a great experience, I decided to sign up for their yearly services to ensure I never find myself in this situation again. Highly recommend them to anyone dealing with tax issues!
I appreciate you guys for helping me get my business situated. I wish I could give more than 5 stars but I'm dropping this review to show my appreciation. If you need any help with taxes or getting your LLC set up don't hesitate to contact them they know what they're doing
I had a pleasant experience with Kyle. He was quick and effective when processing my tax returns. He went over how he can save me money and what documents he needs. His scheduled call was on time and was quick to respond to any emails.
Great Service! Very professional and easy to work with. They made a stressful situation much more manageable. I really appreciate their help and would definitely recommend them.
Ingenious Tax Relief really helped me get my IRS debt under control. They were professional, easy to work with, and kept me updated. I'm finally stress-free about my taxes?highly recommend!
Kyle was more than willing to help and take on my case. I was met with great consideration and support. I am glad to have a team like Ingenious Tax Relief behind my back!
Great Experience! I had a really good time and everything went smoothly. The service was excellent, and everyone was friendly and helpful. I would definitely recommend this to others and look forward to coming back again!
If I could give 10 stars, I would! Ingenious Tax Relief made filing my taxes easy and stress-free. They were responsive, professional, and answered all my questions. Totally worth it?highly recommend!? for one of the reviews I'll laugh
My representative that enrolled me in your program was very polite and courteous. She was knowledgeable about the tax issues I had and answered my questions completely. She was also easy to understand because she answered complicated tax questions in layman?s terms to where I understood what she was talking about.
Ingenious Tax Relief were amazing, they helped me out with my issue with the IRS! I was with another company before them but they were just charging me money without any solution to my issue. Ingenious Tax Relief fixed my problem and gave me tips on avoiding having issues in the future! I highly recommend them
I had a great experience with Ingenious Tax Relief. They were quick to respond, explained everything clearly, and helped resolve my tax issues efficiently. Highly recommend
Kyle and his team are great very professional and knowledgeable! They really put my mind and ease, I can't thank them enough.
I recently used Ingenious Tax Solutions for my tax relief needs, and I couldn't be happier with the service I received. From the initial consultation to the final resolution, their team was professional, knowledgeable, and incredibly supportive. They guided me through the entire process, ensuring I understood each step and felt confident in their approach. Thanks to their expertise, I was able to resolve my tax issues efficiently and with minimal stress. I highly recommend Ingenious Tax Solutions to anyone
Ingenuous tax was very helpful. Did everything they could for me Ashley. The lady who was working with me went above and beyond her duties. Help me understand what was going on. What the IRS is about what they can do and what her company can do. And got me the lowest price through her company. Set me up a payment plan. Everything beyond her power that she could do for me. I appreciate her. She made me feel relaxed comfortable explained every. Everything to me even when I didn't understand it. She explained
I can't recommend this tax service enough. Kyle was incredibly professional, knowledgeable, and patient in answering all my questions. He walked me through the entire process, ensuring I understood every detail. His expertise helped me maximize my return, and his friendly demeanor made a typically stressful experience smooth and straightforward. If you need reliable, top-notch tax assistance, Kyle is the person to see! I'll definitely be returning next year. ??????
I'm really impressed with how smoothly everything went. The staff was helpful and knowledgeable, and the whole experience was stress-free. I'll be recommending this place to friends and family!
Amy did a great job! 5-stars. Keep up the good work. Covered all the info. In a timely manner. I would this service to my friends and family. Thankyou so much.
Esther was amazing in earning my trust. I was extremely doubtful and thought I was being scammed to begin with. She was extremely patient and took the time to thoroughly explain the process. I truly feel I've made a lifelong connection in simply learning the importance of filling my taxes.
Indi explained everything extremely well; he eased my fears. He was patient, professional and friendly I am so relieved I contacted them
Great company! Transparency of the utmost capacity, and honestly... willing to answer the questions not many will. Anyone looking for help with their tax debt, this is the place to go!
JC, thank you for your help! I was skeptical and stressed out when I discovered that I needed to find new help with my tax issues. I'm a person that doesn't trust easily. Jc, however was very patient with me. Very professional. Answered all my questions thoroughly, even though i kept asking the same question over and over, with a smile he responded. Thank you for guiding me through the entire process, paying attention to detail and for being very patient with me. You made this process very stress free for m
Amazing service. I trust them and I won't be doing with my taxes with another company. They helped me get the best refund possible with no hassle. Thank you so much.
Keronica is a very patient person! She walked me thru everything. Very helpful. Very kind. Calming person to talk to. Glad you hired her. .Thank You!
Ester is the agent I spoke too. Very Kind and gentle. I have been in Customer Service for more than fifty years. I have yet to meet an agent as gentle and Kind as Ester. She is magnificent with a very sweet personality. You are blessed to have her on your staff. She is a very lovely and passionate lady. I love working with her. She is very knowledgeable and kind person and really understand your program. You are truly blessed to have her as a member of your staff. I wish you and your staff a Happy
The service was quick and friendly?staff greeted me right away and answered all my questions. Everything felt well-organized, and I left satisfied with the experience.
Such a great company! Was a very easy and seamless process and did an amazing job with multiple of my returns. My new tax preparer for years to come!
Keronica is a good agent; excellent customer service. I didn't trust any tax relief company but keronica called and explained the steps I understood and now I am getting my taxes resolve.
Amy was my very knowledgeable and courteous representative. And she help me to start a process to resolve long overdue tax issues. Five stars all day!
I had an excellent experience working with Ingenious Tax Relief. They were highly professional, knowledgeable, and made the entire process incredibly smooth and stress-free. Their team was responsive and attentive to every detail, providing clear guidance every step of the way. Highly recommended!
First time using them this year and will definitely use them again next year. Great customer service. Will be recommending their services to others.
Ingenious Tax Relief is amazing overall ! Very professional and made filling taxes very easy and smooth ! Highly recommend had a great experience!
These guys are detailed and really break everything down. They make the process easy, and let you know what happens next and manage expectations well. As a business owner, I really appreciate that. Thanks ITR!
I'm in Florida and their office is in California but that did not stop them from working for me. Great service. Agent Keronica was awesome, her customer service was excellent. Thank you.
Amazing service! The team is very professional and knowledgeable. They make everything so easy to understand. Thank you!!!
Kyle and his team have been nothing short of remarkable. The relief of stress their help has brought to me has been everything. Now with all my liability owed from past taxes being resolved I am able to breathe again and move forward with my life. If you ever need any work done for taxes do yourself a favor and hire this great team.
I recently used Ingenious Tax Relief and I couldn't be happier with their service. They were incredibly knowledgeable and helped me navigate some very complex tax issues. The team was professional, responsive, and made the entire process stress-free. I highly recommend Ingenious Tax Relief to anyone needing expert tax assistance!
I wanted to take a minute and share my review of Ingenious Tax Relief. I don't usually write reviews but this company deserves it! I owed the IRS a lot of money from a past issue and I was unable to pay them back due to my current circumstances. Ingenious Tax Relief wiped out my debt. I no longer owe the IRS anything. Kyle was my representative and always helped me with any questions I had. Always responded to me within a timely matter. I will continue to use Ingenious Tax for any future tax matters. Again
Thank you Ingenius Staff for all your help! I hadn't the first clue on how to deal with the IRS and they completely made me feel at ease and took over and resolved my tax situation. I don't plan on owing in the future so to anyone else that may need help with their taxes I would definitely recommend Ingenius!
the team went above and beyond to help. I'll definitely be coming back. Great value and great service!
If we had a tax payer bill of rights, I would demand a audit going back ten years. I would be able to get my money back and file criminal charges against California and my employer. They won't allow that. It's all about protecting California representatives
I would like to compliment the agent Ashley or investigater she is great ,very helpful,and very professional. If not for her I would have been very afraid to trust anyone but she was very helpful in explaining all the information . She is a valuable compliment to your company. Thankyou so much.I would highly recommend your company. SINCERELY BRENDA SIMMONS
Really impressed with this place! The atmosphere was welcoming, and the staff were knowledgeable and helpful. Great experience overall!
I will soon, as soon as I sign up and see results. For instance having that flag taken off my name or account cause the debt I accused of is not of my own. An Identity thief causes this issues for me. The day will come when all these large sums of money will return to me. What a shameless mindless betrayal had been playing on me. My Heavenly Father will deal with everyone that's involved and you will see. I had my life planned out not knowing there were someone studying me and launched their attack on me,
The staff was super helpful and made the whole process easy. You can tell they really care about their customers
I would like to thank the best person in your company Rabiat she was amazing and so kind she really took her time and made my day I can't even explain how nice she is, we need more people like her and she needs a raise ASAP. I went from having a bad day to having a great day, her help is much need, thank you very much.
I was very impressed with the level of professionalism demonstrated by my agent Rabiat. She made me very comfortable in her degree of knowledge and was very willing to when encountering any issues that may have occurred. This is my 2nd experience with tax matters and I can honestly say that this time is a much more pleasant and cost efficient way to get these matters taken care of. It has been my experience that not all tax services are the same. Some may cost more, and some may be less but if having your t
Kyle made everything simple to understand and helped my entire family get the services they needed. He was attentive to detail and even followed up to make sure we all received everything went smoothly. My family and I will be coming here for these services moving forward and will definitely refer to other family member and friends.
My experience was really great talking with Rabiat she was very helpful and informative about all my questions I look forward to working with her
These guys were knowledgeable in every step of the process. Highly recommended!
Very helpful with all my taxes being that it was first time filing on my own. Mr. Kyle took very good care of me and handled EVERYTHING smoothly with no hassle ! I will definitely be here every time!
From the moment our call connected JC was polite, professional, and informative. He explained the process first then walked me through each step. I highly recommend Ingenious Tax Relief. They have lifted so much stress of my shoulders. Thank you guys.
Kyle at Ingenious Tax Relief are incredibly knowledgeable and kind. They walked me through the process and let me ask as many questions as I needed. I strongly recommend this company for your tax filing needs.
There's was a number of things i didn't understand about tax and K provided a wholesome amount of information. She seems to know her material well. It was great speaking with you!!!
Everyone at ITR cared about each step of the process meticulously, they really understand how to handle specific situations with the IRS and are very thoughtful.
Cmore was Very nice and very helpful and I'm very thankful to have someone helping me with my personal information. I would most definitely satisfied.
My first time doing this I was leary about the whole thing but as I continued to listen from Keronica Lewis explaining how they work I was starting to feel a little relief and how things were explained to me I felt a little weight lifted off I felt a little better and easy to ask questions if I had any and were answered back professionally. I thank you for the support
K was such a delight and she was very welcoming and kind and caring and made me feel comfortable talking to her . 10 stars she deserves! Thank you K !!!
Ingenious Tax Relief provided professional and very helpful service. I would recommend them to anyone needing help with tax relief!
Amazing experience with them ! I recommend this place to anyone! ?? staff went above and beyond great customer service!
The customer service was awesome. I got all the help need and would most definitely recommend to a fren
Aisha waas very understanding to my situation and very helpful. She made everything very clear and understandable.
Kyle is very knowledgeable and a very caring individual. This guy knows the in and outs when it comes to taxes. I recommend you speak to him before going anywhere else.
Kyle was very professional and made the whole process stress free ! Highly recommend
Ingenious tax relief helped me better understand a plan to resolve my tax debt. I sell on ebay and had a great year. Which ultimately gave me a bunch of unpaid tax debt. They guided me with clear strategic plan i couldnt have asked for more
Thanks for your advice to help me fight the IRS on my own I greatly appreciate it although I can't afford to hire you guys you got a great team there.
Everyone was kind and professional. Would highly recommend!
Getting help was great and easy from jc , Everything was explained clearly and made learning so much easier. Highly recommend!
Great place ,great people ,professional and well knowledge on there job .. would recommend
Ms . Keronika Lewis provided incredible business service. Her professionalism helps to resolve all issues related to my case. Thank you .
Keronica made it super simple and easy to understand what the process was, very transparent. I feel I'm in good hands!
K was wonderful and made me feel very comfortable into letting them take the things i didnt know and settle with what needed to be done so i can get a fresh start.
Kyle was very kind and helpful, process was fast, easy, and smooth.
Keronica is an excellent representative, it was a pleasure speaking with her. She deserves a raise.
A trusted company that guided me seamlessly through the process. Highly recommend them for handling your tax issues.
I highly recommed Ingenious Tax Relief. Many other companies only took my money but did nothing but ITR did it all in no time!
The staff are very persistent & helpful. They are very flexible to fit your lifestyle to meet your needs of getting the best resolution for your tax situation with the IRS.
I feel confident that my tax problem will be done and my child support too.to fix my credit to buy a house for my kids.thank ,Ms C Moore...
Best tax return, Kyle was super easy to work with on top of his superior communication skills. Coming back every year !
10/10! As someone who does not know anything about taxes and dealing with debt, Ingenious made it easy and understandable. I recommend to anyone who was scared to take that first step, I know I was
Awesome customer service. I would call them again for assistance in a heartbeat.
Was worried and stressing over the IRS Harassing me, luckily I came across this company. Where JC! was able to help me! The stress and countless sleepless nights are finally behind me
All employees were very helpful ! I had a great experience. 100% recommend !
I enjoy talking to Rabia and I learn a lot from her. She is very nice.
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.