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Keil Tax Service

Keil Tax Service

Reviews Summary

The consensus highlights exceptional tax services with extensive expertise, professionalism, and trustworthiness. Reviewers consistently praise the preparer's deep knowledge, especially for complex situations, and appreciate the efficient, stress-free process. Many have relied on these services for years, often spanning decades, with strong family recommendations. The office is noted for its friendly, helpful staff and prompt communication. Customers emphasize feeling well-informed, with clear explanations during preparation. The overall sentiment is overwhelmingly positive, with frequent mentions of high recommendations due to reliability, accuracy, and a personalized, pleasant experience.

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

101 S Kraemer Blvd #132

Placentia, California 92870

Visit Website Call Now Get Directions

Customer Reviews

I have to say that if you want a tax professional who is knowledgeable, honest and trustworthy this is the place to go. David has been my tax professional for years and he continues to impress me everything with his knowledge. The entire staff is incredible and well versed in their profession. I highly recommend Keil tax services to anyone who wants their taxes done correctly and wants someone they can trust.

David has been doing my taxes for 10 years now. He is VERY knowledgeable. In past years I had fairly complex tax situations so it was great to have someone with this much knowledge back then. The process is very easy as well. I just upload my documents to a secure portal and once he works through them, we have a call to go over everything, plan for the next year, etc. Easy peasy! He really takes all the work and stress out of taxes. Even though my taxes are less complicated now, I continue to use him be

David has been doing my taxes for about 13 years I believe. His father did mine for at least 10 years prior to that. I recommend him highly. You could not be in better hands.

David Keil has been doing my families taxes for a few years now, and We wouldn?t go anywhere else ever again. He goes above and beyond his job. The entire office is friendly and helpful and David always makes sure to get back to you promptly with your taxes and any questions you may have. My entire family really appreciates his work and highly recommends anyone going to him.

John and more recently David, are very good at what they do. John has been my tax preparer for many years. He stays familiar with changes in tax law and has a wealth of knowledge when it comes to investment planning. I never sit in his lobby waiting. You will have a monitor to see your taxes forms as he prepares them, which gives you a chance ask questions and learn. You will have a friendly relationship with John or David, and they will make the process painless.

David Keil is the best tax person I've ever found. Highly recommend him!

Best tax services I have had in over 50 years. Very professional, informative and pleasant to deal with! Highly recommend their services.

AWESOME tax preparer, knowledgeable, friendly,fast,use this guy!

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.