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John D Milikowsky Law Office

John D Milikowsky Law Office

About This Listing

Audit
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Mid-size Businesses
Real Estate
Construction
Professional Services
Manufacturing
Automotive
GAAP Compliance
Risk Management
Complex Situations
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

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

Audit
Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Mid-size Businesses
Real Estate
Construction
Professional Services
Manufacturing
Automotive
GAAP Compliance
Risk Management
Complex Situations
State-Specific Experience
Multi-state Experience
Years of Practice
CPA License

Contact Information

Address

4250 Executive Square #650

La Jolla, California 92037

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 Closed

Customer Reviews

John was extremely helpful in educating me about a tax issue that came up as a result of documents in Discovery as part of a dissolution of marriage case. His explanation was easy to follow and he also provided insight into the different options we had. Further, John was gracious in offering additional information if needed. His initial consultation provided me peace of mind and hoping we will not need to proceed further, but if we do I wholeheartedly endorse scheduling time to speak with him about your

My family law attorney referred me to John based on the recommendation of a colleague and due to the nature of my request as part of a dissolution case, I needed an answer right away. I reached out and the same day, John was able to fit me in to an otherwise busy schedule. It was already the end of the day by the time we connected but John was very accommodating and explained my options as well as the level of risk involved due to an erroneous tax filing my ex husband had done for my daughter. John's exp

I had the pleasure of being introduced to John Milikowsky by my CPA when I was going through the worst type of EDD Audit imaginable. I mean we were talking well over $500K of penalties and fees. I felt like my life was going to fall apart, but between John, his connections, his experience and knowledge John was able to eliminate all $500,000 of fees. I did not have to pay anything. John thinks outside of the box and we even met with the head of the local EDD office at the time in San Diego. John had asked m

John was extremely knowledgeable and helpful. He helped ease my mind on a EDD Audit I was going through. He explained what I was up against and helped me navigate what the best course of action was for me and my business.

John was a great source of information during an EDD Audit. He walked me through the process, gave me some scenarios and greatly reduced my stress in the situation. He will absolutely be my first call if I ever need a tax attorney again.

Going through a tax audit is an incredibly stressful situation. However, if you have to do it, do it with John and his team. John can warm up even the grumpiest IRS worker, and that ability to create relationships is very important. He helped us save money and get through an otherwise horrible experience. Avoid an audit, but if you find yourself in one, I strongly recommend John Milikowsky's Law Office. Good luck to you!

Knowledgeable, compassionate and exemplary professional. John Milkowsky went above and beyond to provide me with additional advice beyond what was expected. He was very generous with his time and I would absolutely recommend him to anyone seeing a tax advice.

From the first phone call John was kind and wanting to help. He is a wealth of knowledge. I would recommend him.

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.