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John J. Pulles, CPA

John J. Pulles, CPA

Reviews Summary

The majority of reviews praise the CPA's expertise, attention to detail, and excellent client service, with many highlighting his ability to handle complex tax matters and go above and beyond for clients. Several mention his friendly approach, strong communication skills, and reliability in last-minute situations. However, one critical review cites a failure to submit tax returns resulting in significant penalties, though this appears to be an isolated complaint among overwhelmingly positive feedback. Most reviewers highly recommend his services.

About This Listing

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.*

Contact Information

Address

2900 Bristol St STE E202

Costa Mesa, California 92626

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-8PM
Tuesday 8AM-8PM
Wednesday 8AM-8PM
Thursday 8AM-8PM
Friday 8AM-8PM
Saturday 9AM-5PM

Customer Reviews

I had the privilege of working with John for several years, and I can't say enough about the outstanding service and expertise they provided. From managing complex tax filings to strategic financial planning, John consistently went above and beyond. Expertise and Precision: John attention to detail and deep understanding of tax laws ensured that my company?s financial matters were handled with utmost precision. They always kept us compliant and optimized our tax strategies. Personalized Approach: What tru

I noticed another review where Rosario C Gabe a one star review because John failed to submit her tax returns. I found that very strange that John failed to submit her tax returns. Every time we have gone to John, he submits our documentation digitally as we are sitting there. He's done this for years now. The one instance he didn't submit digitally was when I required additional documents and he had me email him a signed document. Again this was all on me and John has never failed to submit anything, so I

J. Pulles has excellent people skills and solid CPA knowledge. He listens well and shows he cares about all his clients. In a last minute pinch John has come thru for me. Really top notch. Highly recommend.

My experience with John goes back 15-20 years when we were in business. He is always careful and cautious in providing advice and preparing monthly and tax reports. He is easy to talk to and he shows great understanding of your status in life.

Tax Day was fast approaching, and I had a problem. I figured it would take me an entire day to find a CPA who'd even pick up the phone. In my experience, CPAs during tax season --let alone, tax week-- are likely operating on very little sleep, lots of coffee and would not appreciate people waiting to the last minute to take care of some tax issue. I was proven right about that until I dialed the 6th CPA on my lengthy list: John Pulles, CPA... I needed some expert counsel and some tax preparation work for

Since you do not remember who I am, let me give you more details: You failed to submit my tax return to the IRS and caused me a fee of $1,700 which I am still paying on a monthly basis. When I called you about it you refused to take responsibility and finally you declined taking my calls. Do you remember my case now?

John is an amazing and detailed tax professional assisting numerous business owners in saving taxes as well as staying compliant.

I appreciate John and the work he does for his clients. Always going the extra mile to do a great job!

Excellent knowledge, friendly style. I recommend John highly

Took care of all our tax problems very happy

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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