*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.*
7545 Irvine Center Dr Suite #238
Irvine, California 92618
I had the pleasure of working with Simin who helps me every year to wrap up whole my tax and accounting headaches. I am her client since 2009, and I am very pleased with the professionalism of the whole her team at Irvine Tax Company. Their response is very timely and they don't leave any loose ends. They are very knowledgeable and ethical . I feel that I am lucky to have them for protection of IRS dramas. Every year I referred them to all of my friends and family without any hesitation.
I have had Simin prepare my tax return twice now, and both times she has been friendly and efficient. I just email her what she needs, no calls / travel / appointments required, and she promptly sends me an electronic copy of my return. I have no reason to look elsewhere, because she makes it all easy and painless.
Simin was incredibly helpful in teaching me everything I needed to know as a new tax payer. And she made the process smooth and easy and reassuring.
The services at Irvine Tax Company help me annually to file my taxes and I always receive a great tax result. I can always trust this company with any financial information and any struggle I may have along the way. ITC always has my back! Thank you Simin for expertise.
I initially used TurboTax, which created a lot of issues between me and the IRS. TurboTax did not help with property depreciation or filing the proper amendments to correct the problem. I contacted Irvine Tax Company, and the accountant analyzed and amended my previous taxes from 2017, 2018, 2019, and completed my 2020. I feel fortunate to have discovered Irvine Tax Company as the accountant is very dedicated, thorough, and carefully analyzed all my documents to file the appropriate amendments. By choosin
Simin helped me out when I needed urgent documents sent to the IRS. Very fast, professional, organized and friendly. Saved me over $5k??
Simin was amazing to work with! She made the process quick, simple, and thoughtful. Such a wonderful experience!
I'm so happy with the service which I received from Irvine Tax Company. They are knowledgeable and provide you with the best advice for submitting your tax form.
My taxes were handled promptly, with good communication and professionalism. Simin was easy to deal with!
I?m writing that review because this company deserved that . I recommended this company if you looking for good services and professional customer services for your taxes and Notary. Don?t for get this name Irvine Tax company.
Very nice, helpful, and responsive! Highly recommend for a stress free time with taxes! Very helpful with any questions I had.
She is very efficient and helped me during the last minute. I would recommend her.
Great quality and fast response along with a great client relationship.
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.