Back to Directory
Mraz Tax Solutions

Mraz Tax Solutions

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Real Estate
State-Specific Experience
Multi-state Experience
Remote Services
In-person Support

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

Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Small Businesses
Individual Taxpayers
Real Estate
State-Specific Experience
Multi-state Experience
Remote Services
In-person Support

Contact Information

Address

30021 Tomas #300

Rancho Santa Margarita, California 92688

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Our family started with Milan when he started in business. I have nothing but kind words for the way he has handled our taxes. He is trustworthy and discreet and very attuned to detail. I would highly recommend his service based upon my seven years of him handling our taxes.

My experience with Mraz tax solutions was exceptional and exceeded all my expectations. Milan is very knowledgeable, reliable, and very clear in communicating the issues that arise with the IRS. I have also learned a lot when taking with him. I honestly can't thank him enough for helping me understand and creating solutions that saves me time and money. I highly recommend using Mraz tax solutions.

I needed professional help for filing last year's taxes and Mraz Tax solutions did a great job in many areas. Milan's expertise, clear communication, and quality of work kept me at ease while filing for my personal and out of state business taxes. I highly recommend them.

I couldn't be more pleased with the service provided by Milan Mraz. Their expertise and attention to detail made the entire process smooth and stress-free. From tax planning to filing, they were thorough, responsive, and always available to answer my questions. Their professionalism and commitment to excellence are truly unmatched. I highly recommend Milan to anyone in need of top-notch services!"

We had our 2023 taxes done and our 2022 taxes redone because they were more complicated than normal and I did not file them correctly. Milan from Mraz tax solutions was great. Very helpful, informative. They made the process easy and quick, we work different schedules so being able to talk on the phone and being able to upload documents via a secure portal was a time saver. We appreciated the video call to go over everything when everything was completed, they even explained some opportunities with Roth IRA

This was my first year with Mraz Tax Solutions and I have nothing but praise for them. With a lot of changes in my tax status this year, Milan made it really easy for me to understand. I will certainly go back to them in 2025. Great job.

I was at a complete loss this year, as I retired and moved to another state after several months of disability. I contacted several different tax prep places and was lucky to find Milan Mraz. He and Amanda were so efficient and understanding of my situation, they really put me at ease. Milan?s knowledge actually found errors I made in doing my own taxes that I never would have known about. Amanda kept in touch with me and clearly explained all of the online protocols, since I was wary and always did my taxe

Milan has prepared our taxes for the past three years, and we love his professionalism and knowledge! He is very thorough and ensures that our filings are accurate and completed in a timely manner. We highly recommend Mraz Tax Solutions!

Milan Mraz has been assisting with our taxes for over five years. He?s been helpful with planning retirement, investment, and freelance tax concerns. I know that if my freelance projects take off, he?ll be available to guide me through the paper work.

We've been using Mraz Tax Solutions to file our taxes for the past two years. He's been really helpful with navigating our taxes through new changes in our lives, like marriage and the birth of our daughter. He goes above and beyond to answer our questions and makes us feel comfortable that our taxes are being appropriately filed. Thanks again!

I trust Milan to handle my taxes. Milan seems to REALLY love the whole tax preparation world and is very much on top of any new changes year to year. Milan is very smart, cordial, and reliable. Give him your taxes and you can rest easy.

I worked multiple jobs and had some strange expenses this year and was worried about how I would compile everything when tax season came. Fortunately, Mraz Tax Solutions was able to clearly and concisely explain what documents I needed to provide and walk me through my options in the rather complex world of state and federal taxes. I greatly appreciated the professionalism and timeliness of the services provided. Highly recommended!

Mraz Tax Solutions has been handling my tax filings for 4 years and have been very pleased with the level of service and expertise. I highly recommend them to handle your tax needs.

Milan did my taxes very quickly and professionally. 100% would recommend if you are in the market for a new tax preparer. Will be back next year.

Milan was awesome, he made sure we had everything needed to make the most of our return. Definitely had lots of patience with my lack of organization :). Thank you so much Milan, definitely doing my taxes with you again!!!

Milan, thank you again for the excellent service. This was our third year to use your services for our 2022 taxes. As always you were very helpful and had all of the answers to all of our questions. You made the process very easy for us. We will recommend you to all of our friends and neighbors. Mike and Cindy

I changed my tax preparer to Mraz Tax Solutions because he took the time to answer all my questions about my taxes ; something my previous tax preparer would not take the time or interest to do.

Milan is very efficient and trustworthy tax preparer. Does our taxes in a timely manner and a thorough job of explaining it to us.

Mraz Tax is excellent in every way. I recommend this service without any reservation.

Milan is excellent at detail. I like working with him.

I needed to help my mom do her taxes and she is out of state, Mraz tax solutions made that easy and quick!

5/5 Answered my questions and was transparent.

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.