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KB Tax Adviser

KB Tax Adviser

Reviews Summary

Customers consistently praise the company for its exceptional professionalism, quick response times, and expert tax advice. Many highlight the team's ability to simplify complex tax and business matters, offering clear guidance and personalized solutions. The seamless communication, efficiency, and stress-free experience are frequently mentioned, with strong recommendations for their services. Clients appreciate the knowledgeable, friendly staff and the significant savings or resolutions achieved. The overall sentiment is overwhelmingly positive, with repeated emphasis on trust, reliability, and high-quality service.

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

Louise Ave

Encino, California 91316

Visit Website Call Now Get Directions

Hours

Sunday 9AM-9PM
Monday 9AM-9PM
Tuesday 9AM-9PM
Wednesday 9AM-9PM
Thursday 9AM-9PM
Friday 9AM-9PM
Saturday 9AM-9PM

Customer Reviews

I am very happy to have found KB Tax Adviser. Great company, I filed my tax return with them for the first time. And everything was quick and easy. Before KB Tax Adviser I had another company and it was terrible. Thank you Ekaterina and Elena for the work done. Now I work only with them!

I can say without a doubt that now I don't worry about my taxes! Now it's easy for me when it's tax reporting time! I don't care what to do when to do it or how to do it. All because I trusted you, my dears. You inform me in a timely manner about any necessary actions. Moreover, it is very important for me to help in solving various legal issues in the field of taxation, business registration and competent reporting. Thank you very much!

I can't thank KB Tax Adviser enough for their assistance in choosing the right company type for me. They took the time to understand my needs and provided invaluable advice. Will definitely return for tax filing!" 10. "KB Tax Adviser is the best! They explained all the company options to me and helped me select the perfect fit. I'll be coming back to them when it's time to file my taxes.

I recently came across KB Tax Adviser while considering opening my own company. The team at KB Tax Adviser was incredibly helpful in providing me with valuable insights into the different types of companies and their respective advantages and limitations. They took the time to explain everything to me in an easy-to-understand manner, and I truly appreciated their expertise. Thank you so much =)

KB Tax Adviser team is the best. They take personal approach , respond very fast and resolved all my questions. Very happy with work they did.

KB Tax Advisor folks were a pleasure to work with! Very professional, seamless. We live many states away from the KB office.....it is so easy to for them to address our needs :)

Very knowledgeable tax professionals. We are grateful!

KB helped my business to overcome a complex issue with the city of LA. They did a tremendous job and saved me a lot of money by navigating me through complex and nuanced tax regulations and found a way for my business to come on top. I highly recommend KB to other small business owners like my self. Thank you guys so much!

KB Tax Adviser such a professional, efficient and responsive company. Kate and Elena take all the stress out and always go above and beyond. Their services are impeccable and I will defend recommend them.

I'm so grateful that I found KB Tax Adviser. They helped me to navigate my complicated self employed tax return with clear direction and understanding of my entertainment industry challenges. I like that it was easy and comfortable to communicate with them . Bravo .

I highly recommend contacting Kate to file your taxes. This is the best experience I've had with accountants. She told me all the nuances of our corporation, and also gave me a lot of good advice. Now I proudly declare that I finally have a personal accountant, which I am immensely glad about! :)

"I want to leave a review about Ekaterina's work; she's a true professional. It was our first experience working with Katya when filing our taxes, and we're glad she was recommended to us as an excellent specialist. Katya is always available if we have any questions. She communicates all information clearly and accurately. All issues are resolved online, which is very convenient. Thank you, Ekaterina, for your work. We are happy to continue our cooperation in the future. KB Tax Adviser is the best.?

Thank you so much Elena and Kate for all your help. You made everything much more understandable and easy. I highly recommend KB Tax Adviser to everyone.

I was thinking about opening the company as I started my business. KB Tax adviser team explained me all the advantages and limits for different types of companies and found a best solution for me. I'll return to you guys when a tax filing season starts to file my S-corp and personal taxes.

I had problems with a previous accountant and needed help. KB Tax Adviser took care of me and my issues. They handled everything in a timely and proffesional manner. Couldn't recommend them more.

I came to KB Tax Adviser last minute. Kate prepared my 2022 taxes on time. I highly recommend her as a very qualified specialist and a nice person!

Thank you so much for helping me save my money. Before I came to you, I talked to a lot of people and no one told me what you told me. It turned out that there are very few real specialists. Thank you very much for your work. You save me a lot of money. I just don't understand why all those people I contacted earlier couldn't do this to me.

Thank you, KB Tax Adviser, for your ongoing support and for being a trusted partner in handling all my financial matters. you're the best!

Thank you Kate and Elena for your help. I really appreciate the professionalism. At the time when my company needed help, they were quick in response and they found the best solutions to resolve them.

Good customer service, fast response and personal approach based on our company needs. We appreciate your business!

Thank you to your company and especially Kate for your help. Solved my issue in literally 3 days, i'm still thrilled )

I highly recommend Ekaterina.She is an excellent accountant, a real professional in her field,punctual,responsible, I will recommend all my friends.

A wonderful company. You can immediately see the professionalism and high level of preparedness of specialists. I recommend this company to everyone

Everything was explained, the best service! Highly recommend! It was a great experience, thank you

I thank the company?s specialists for their fast and very professional assistance! great job!

An excellent accounting firm with an extremely knowledgeable, helpful staff. Would recommend to anyone!

Thank you , thank you , thank you Kate & Lena !!! Preparing taxes it's always my nightmare , but with you everything was easy and understandable ??

Fantastic, professional staff are very helpful and provide highly competent service at a reasonable price!

I had a question and it was answered promptly and accurately. I highly recommend working with Kate and Elena.

The team was very informative and professional!!! Best experience with starting my business ever!!

Thank you for make it much easier for me!!! Amazing work! Fast!!! ????????

Thank you very much, you are the best ???? Highly recommend to anyone who needs help with taxes! ? ?

Fantastic experience and great customer service. Would return and recommend.

The best accountant on the planet, thank you very much for your help

All services were provided quickly and efficiently. ??????????

Good company to work with

(Translated by Google) well-coordinated team, professionals in their field. They helped me a lot. I recommend. I also recommend it to everyone who doesn't know English well, or doesn't know it at all, but speaks Russian. I'm one of those people. They helped me a lot. We took this issue completely upon ourselves; I didn't worry about taxes. Responsive employees, quickly answer questions, explain everything, advise, and are constantly in touch. ?? (Original) well-coordinated team, professionals in their fiel

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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