J. David Tax Law LLC

J. David Tax Law LLC

Reviews Summary

Customers overwhelmingly praise the firm for effectively resolving complex tax issues, including IRS audits, wage garnishments, and significant debt reductions—often exceeding expectations. Many highlight the team's professionalism, clear communication, and personalized support throughout stressful processes. Specific successes include settling large tax debts for fractions of the owed amounts, securing Currently Not Collectible status, and stopping wage garnishments swiftly. Clients appreciate the attorneys' patience, transparency, and ability to simplify legal complexities. The firm is repeatedly recommended for ethical, persistent, and results-driven service, with many noting relief from long-standing tax burdens.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience
Local Tax Credits

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

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Financial Advisory
High-net-worth Individuals
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience
Local Tax Credits

Contact Information

Address

300 Spectrum Center Dr #400

Irvine, California 92618

Hours

Sunday Open 24 hours
Monday Open 24 hours
Tuesday Open 24 hours
Wednesday Open 24 hours
Thursday Open 24 hours
Friday Open 24 hours
Saturday Open 24 hours

Customer Reviews

I needed help as the IRS threateniing to take my property, so I looked around online at who I could contact about this, and I found J. David Tax Law. I went through all the reviews, etc, and I finally reached out to them. I'm glad I did. They walked me through everything. I am happy with how they communicated with me through the entire process and the case was settled in a professional manner.

What an incredible firm referred to me by a friend. From the first meeting, their attorney and staff were very assuring. They had been organized and supportive also stopping wage garnishment. In conclusion, they are one of the best. I can recommend without reservation. Amazing firm with amazing team.

This firm assisted me with my Currently Not Collectible Status application, and thanks to them, it was approved! Luckily, I stumbled upon them, when I did. I know whole heartidly that they will do great work assisting you with your tax debt troubles.

I'm really happy with the help I got from J David Tax Law. They came highly recommended by several local professionals, and I can see why. The whole process went smoothly, and they kept in touch the entire time. I truly appreciate their effort and support. Big thanks to this firm!

I have only ever used one tax attorney (this one) on two separate occasions and I do not think I will ever need to look for another. They were such great help both times and even giver me advice when I just call of questions. It is really nice being able to rely on their tax service.

I contacted the team about my unpaid tax issues. They were amazing and friendly, going above and beyond to help me. I had so many questions and was terrified! I highly recommend them for any of your tax problems. Thanks to the whole team!

Michael was absolutely wonderful with my case and questions. He and his firm were incredibly responsive, which is crucial when dealing with law firms. I've dealt with others who left me wondering if my case was even being handled at all, but not here. He personally answered all my questions promptly and thoroughly, which gave me a huge sense of comfort and relief. Dealing with the IRS is so stressful, but having a seasoned advocate on my side leveled the playing field and saved me from the stress of worryi

I never thought I was going to be able to pay off the debt that the IRS said I owed. How they can expect someone to pay $50,000 in penalties for not filing their taxes is beyond me but J. David Tax Law help me reduce that debt to almost nothing. Can't thank them enough for their hard work!

?I received a notice from the IRS stating that there was an error on a tax return that I filed in previous years. I honestly didn't know what to do, so I kind of just swept it under the rug?out of sight, out of mind. Well it wasn't long before I received another, and then another. I honestly didn't know what to do. My tax knowledge was weak and I felt intimidated. Cut to one day as I'm in the car, I hear a commercial for J David Tax Law?I thought this might be what I need. I did my research, checked out the

True to their word, J. David Tax Law resolved our tax issues legally and ethically with the end result infinitely better than I ever hoped or imagined! I initially contacted the firm in May, 2019 and paid a very reasonable retainer fee in light of the complexity of our tax issues. They worked with me for more than five years on our tax matters and never charged any additional fees. Gathering all of the information and documents necessary and completing the Questionnaires the attorneys needed to prepare and

Had a situation happen to where it showed I owed the IRS over 35,000. This law firm not only fixed the situation, but helped me not owe them any money back at all! I am truly grateful for all of time and effort they put into my case! Especially Erin Weatherman, she is the best! I will always refer this law firm to anybody dealing with tax issues.

My attorney, Edward Warren, did a magnificent job resolving my IRS issues. He and his assistant Kina worked tirelessly on my behalf to reach a resolution for me. They diligently interfaced with the IRS and communicated their actions and results to me immediately. I have never enjoyed a professional relationship more than I did with Mr. Warren and Kina. At every stage they kept me informed and ensured I was comfortable with their efforts on my behalf. I highly recommend J.David and Eddie Warren and Kina! I

The IRS didn't waste any time auditing me for potential tax debt. I wasn't sure if I had made a mistake with my deductions or income reporting, but after receiving the notice, I knew I needed expert help. I reached out to several tax firms in Orange County, but J. David Tax Law stood out. They explained the reason for the audit and assured me there was nothing to worry about. They were right, and now the IRS isn't on my case anymore. Now I have one less thing to worry about!

I was left responsible for a huge IRS bill from my ex-husband's failure to file upon our divorce. The initial amount was $72,104.22. I hired Kevin Leiran with J. David Tax Law to help me appeal to the IRS. With his persistence and doggedness, he was able to reduce my portion to $2,507.00. To say I am so happy and relieved would be an understatement. This was a long process, but Kevin and his staff persevered and always kept me informed of the process and checked in with me regularly. I would highly re

Thanks Ryan for the tax help. I know it took a little longer than expected but the end results where the best they could have been. I recommend J. David Tax Law for any tax debt relief.

Back then, I was complacent about not dealing with my taxes, until I received a letter regarding my IRS taxes from last year. I knew it was my fault, but it still really stressed me out. Fortunately, J. David Tax Law is available in our area. They helped me throughout the process, and I truly appreciate their support.

I turned to J. David Tax Law for assistance with a tax lien on my property. They managed to negotiate with the IRS and got the lien removed. The process was straightforward, and they guided me on the steps needed to protect my property. I appreciate their expertise in resolving this issue without much hassle.

We've had mixed experiences in the past, but how quickly they handling our IRS audit was a pleasant surprise. Our attorney made sure we were informed at every step, covering all the bases, big or small.

J. David Tax Law did an outstanding job filing my back taxes and getting my monthly payments more manageable. They were able to waive all the fees from the IRS and reduce what I owed actually. This firm helped me out of a pickle and I am extremely grateful for it.

A+ for J. David Tax Law. They were able to set me up an Offer in Compromise with the IRS through their Fresh Start Program and reduce some of what I owed and proposing a payment plan to pay off the rest at a manageable level. I am so happy they helped me get through this situation and they can help you too.

J. David Tax Law really went the extra mile for my case. I had a complicated tax return case involving stocks and was forced to pay the IRS a significant sum of money. The IRS even took my refund the following year with no explanation. This law firm was nothing short of excellent in amending my return and getting the IRS to refund me far more than I thought I would ever get back; definitely worth every penny.

Michael as my tax attorney, and he was there for me through a rough, drawn-out process. IRS stuff isn't fun, but he made it bearable. If you're in California and need help with tax debt, I'd recommend checking them out.

Working with Christopher Mansfield has been a great experience. He was able to get us the help we needed and was prompt, courteous and efficient. Even years later we were able to reach out to him and he promptly replied to our needs again. We highly recommend Chris! Thank you!

J. David Tax Law worked wonders for me?I was facing a huge tax burden, but they managed to save me thousands through an Offer in Compromise with the IRS. Their expertise and guidance made the entire process so much easier, and I'm beyond thankful for the incredible outcome!!!

Miss Bellamy, was exceptional! I was worried and anxious about my tax debt and she eased my mind by providing me with the truth of what we could do to relieve my tax debt. Her guidance and service produced the results that she initially promised. I'm very happy with the results!!

J. David law and all his associates spent an enormous amount of time and energy on my case. Tirelessly finding closure for me at a onetime flat rate. Helping understand the logistics DOR and my sales and use tax. I have had Lawyers and CPAs that didn't suffice. The decision to use J. David was the best decision I made for me. I can breath!

The offer in compromise with the IRS was exactly what I needed. J. David Tax Law helped me set that in only a matter of a couple days. This is a good law firm to use for any tax debt help. Thanks J. David!

Absolutely beyond thankful for Rebecca and her legal assistant Shaunna at David Tax Law for their hard work and help after receiving a 725 B from the IRS. As soon as I contacted David Tax Law, I spoke with Tom and he went over the exact procedures. Then I was contacted by Rebecca later on the day. She reassured me that she will work hard to the best revolution, and any requested returns or documentation to be sent to Shaunna. Rebecca was able to solve the issue and work out a reasonable payment plan. Co

Cant thank J. David Tax Law enough for their help with my parents tax debt. They were able to get them up to speed since they failed to file their taxes for the last 10 years and the IRS was coming after them. I highly recommend this company.

The service provided by our attorney, Michael Crouse and Legal Assistant, Mandie Dean was exceptional. Ms Dean was always available to assist us and Mr Crouse made numerous last minute conference calls with us. This type of personal service is very difficult to find. I would highly recommend J. David Tax Law to any of our clients or fellow business owners. Mr. Crouse and Ms Dean took what we felt was an insurmountable issue and eased our nerves, kept in close contact, and eventually solved our tax issue. Al

Very Satisfied! Erin is the BEST Lawyer in Florida. She is Excellent in both professionalism and experience. She was very thorough in each and every step of the case and very patiently answered all our questions. We highly recommend Erin to all who are looking for a great lawyer.

I had no idea I was even behind on my taxes until I got this scary letter from the IRS saying they were going to audit me! I was completely freaking out. J. David Tax Law came in, took over, and walked me through everything. Thank you, best tax attorneys in Irvine hands down!

They help me obtain an old tax refund from the Federal Government which the FEDs had been putting off again and again and again. They knew the strings to pull, and I got my refund. They also did my following year's taxes, at a reasonable rate.

J. David Tax Law turned my $65,000 debt with the IRS into only $9,000 which was far lower than I excepted. The money I paid for a lawyer to help fight the IRS was well worth the investment.

These guys are Awesome! Especially Ruby Dennemeyer. Very professional and courteous. She was able to articulate all that legal vocabulary so that I could understand it. My particular case took a little longer due to circumstances on my end and she hung right in there with me. In the end I got the results I was hoping for. Thank you Ruby Dennemeyer! You're the best!!!! ??

Erin Weatherman is a fantastic attorney. She communicates very well, is poignant, aggressive and knows exactly what she is doing. I dealt with several attorneys in the law firm before getting her. I highly recommend asking for her specifically right from the start.

A very good attorney and active team was really a nice combo, thanks guys for the service you've shown me and the best results given. highly commendable!

Best tax attorneys in Irvine for sure. They did such good work on my case with the IRS. Thanks so much guys, I really appreciate the dedicated work that was done on my case.

It's hard to find a truly honest attorney in today?s world. I have dealt with J. David Tax Law's team, and I would recommend them to anyone looking for honest and hardworking tax attorneys on their side!

I know I've said this in person, but I wanted to say it here too: I appreciate the help and the way you handled my California tax debt. My tax attorney explained the choices, let me take my time, and gave me his recommendation without any pressure.

My unpaid taxes from 2020, 2021, and 2022 caught up with me, but the tax attorney from J. David got everything sorted and kept me in the loop, while giving me some valuable advice to make sure this never happens again. Appreciate the help!!

They were very informative and knowledgeable about how to handle my tax situation.

The IRS hit me with a tax fraud accusation, which was totally unwarranted. I was fed up and just wanted someone to stand up to them. I went with J. David, and they fought the IRS hard for me and got it all resolved so I could finally get my life back. ??

Honestly, I avoided my taxes for years, and it finally caught up to me. They didn't judge me and just helped me figure out the mess I was in. Now I'm on track to settle everything thanks to them!??

Thanks to J. David Tax Law, I was able to get my $20,000 tax debt down a tremendous amount and I am completely thrilled. They are a law firm you can trust to get the job done.

Thanks J. David Tax Law for all the help with my back taxes. You guys made the whole process very easy for me and I appreciate that. Take my word for it, if you are ever in trouble with the IRS, use J. David Tax Law.

Professional and straightforward throughout the entire process. They helped resolve me and my husbands neglected tax debt issues, and we're relieved to finally have it behind us now.

After years of putting off my unpaid taxes, it's finally taken care of. I kept saying ?next year,? but this time it finally got done thanks to this firm, and I couldn't be more relieved.

This tax firm saved me tens of thousands while others told me they could only do a few thousand AT MOST! Best tax attorneys in Orange County by far!

Needed help with a tax issue so I called J. David Tax Law. Great job done by them. Highly recommended.

My experience was 100% positive. I was assigned to Christopher Mansfield. I found him to be easy to work with, communicative, ethical and knowledgeable. I highly recommend!!

The IRS was taking a biiig chunk of my paycheck, but thanks to my tax attorney, that's over now. I can finally keep my full paycheck again!

Being from Indiana and finding this company has been a godsend, they are great people to work with and they stay in contact with you throughout the process, any questions or concerns they will gladly take the time to answer them, a no rush feeling and make you feel like you're family. Thanks again for all your help.

Big thanks for resolving my IRS wage garnishment so quickly. I called them Monday and by Wednesday my garnishment was released!

My lawyer Mayra did an excellent job resolving my problems with IRS I'm very satisfy with my resolved thank you so much

These guys are reliable, reasonable and accommodating. Highly recommend them!

Thank you for helping me win a very difficult tax case against the IRS!!!

I had years of tax penalties piling up, but this firm stepped in and made it manageable. So glad I found them! ??

After years of unpaid taxes, the team at J. David helped get things sorted out. Glad it's finally behind me.

I was a ?special? case. Relentless in their pursuit to a resolution. Being denied initially didn't deter them. Experience and resolve won the day!

They handled my case, they are good and have great service. I highly recommend them!

Can't thank this law firm enough, thanks so much J. David Tax Law for all the help with my wage garnishment!

I'm really glad I went with this team. They managed to reduce my tax debt by over 50%.

Got my IRS tax debt settled for a fraction of what I originally owed!

Great service. Went above and beyond to help get my tax problems fixed.

Fast, effective and convientient for me

They drastically reduced my tax debt.

(Translated by Google) Excellent attention and follow-up of my case! Very good communication and help with my problem?? (Original) Excelente atenci?n y seguimiento de mi caso ! Muy buena comunicaci?n y ayuda con mi problema??

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.

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