*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
333 City Blvd W # 1420
Orange, California 92868
My experience at My Tax Doc, Inc. has been incredible. I have a newly established corporation and Vincent Lam, CPA has taken the time to continue to educate me about operations and taxes. On a personal level, Vincent is a very humble man who is well educated and loves to help people succeed. I feel like I'm going to visit an old friend whenever I meet with him at his office. On a professional level, I gain more and more confidence in myself and my business every time I leave Vincent's office. He is well
Vincent at My Tax Doc has been my CPA for four years now and it has been a fantastic experience! He helps me with my two businesses and my personal taxes. He is extremely knowledgeable (which is of the utmost importance in a CPA), he thoroughly and very patiently answers the many many questions I have, he is timely and I always have full confidence that my tax documents are 100%. I would not go anywhere else. You would do well to work with Vincent.
Vincent is a phenomenal business asset! He is very thorough in his advice on every aspect of running a business - and how it affects taxes and the bottom line. No matter how simple or complex a business you run, he is very professional and accurate! He is very prompt and meticulous is his work. He is very patient in teaching and explaining concepts. Vincent has a great personality and is very accessible! I would highly recommend My Tax Doc to anyone!
Vincent at My Tax Doc has excellent and fast communication. He loves to make sure his clients are well informed and all financial jargon is clearly understood. He uses many online tools to make communication between client, CPA, and banks painless. I'm very pleased with their services and would recommend My Tax Doc Inc to anyone interested in a CPA, starting their own business, or simply submitting their taxes.
Just like other professional service providers (doctors, lawyers, financial advisors, etc.), tax professionals and accountants are not all created the same. We're creatures of habit and if you are like me, you've gone to the same accountant year after year to help you prepare tax returns and assist you with tax advice without much thought because that's what you've been doing for years. About 4 years ago, I got lucky when I met Vincent Lam and My Tax Doc Inc. and realized how much better it could get. I
"Knowledge is the new money!" A little something I learned from Rich Dad, Poor Dad. With Vincent Lam in my corner, I am a rich man! My experience with Vincent has been amazing thus far. I was referred to Vincent by a very good friend and business partner, so I set up a consultation. From our first meeting, I knew he was someone I wanted to work with. His attitude, knowledge, and genuine concern was just what I need after being burned by other tax prepares/accountants. Although I didn't begin working with h
I have been with Vincent for almost 5 years now and I believe he's one of the best. He has been the key to my financial success! Not only does he do a great job with taxes but he's helped me create my own corporation, and even helped with savings. I have recommended Vincent to all my friends and have always heard nothing but great things from them. Vincent is very professional but manages to keep the personal feel, I would recommend Vincent for any one thats looking for a honest and great CPA.
My wife and I have a Sales Rep Agency (NOHRTH Sales Agency) and were introduced to Vincent through another small business owner. To say the least, working with Vincent and his wonderful team has been a game changer for not just our bottom line but ease of mind (which I may even value more). The things that really standout to me are: He's obsessively abreast and strategic of the tax and small business environment, changing laws etc. He utilizes modern tools / tech to make working in the modern world VERY
To say that Vincent Lam is detail-oriented is an understatement. As an independent contractor in a field that keeps me busy 8-10 hours a day, it?s been amazing to know that the financial logistics are sorted properly and I can mainly focus on work and clients. The biggest difference for my tax returns has been that I have received absolutely no back tax notices or any random IRS notices ever since working with Vincent. I used to get them quite frequently from less-than-stellar CPAs in the past. The firm
As a small creative business owner I feel extremely lucky to have trusted my friend referral and chosen Vincent's firm as my CPA. From the incorporation, through every tax period, MyTaxDoc has been the key for me to focus on my work and go though the roughest times with confidence that I have somebody knowledgeable and kind to talk to. In the current COVID crisis Vincent has done an incredible work and got me all the safety nets i could possibly hope for. Something that a lot of my peers unfortunately aren
Vincent and Susan are exactly the kind of dynamic duo you hope for when looking for accounting services. Over the past decade I have been through the wringer of bad accountants and poor tax services. Finding Vincent and Susan has been a breath of fresh air. They are the epitome of professionals. Their level of knowledge within not just their industry but with that of their clients is absolutely superb and the framework that they implemented for me has helped lead to the most successful year for my busines
I have only been working with Vincent and Susie for a few months and I am already super happy with their work. A very good friend of mine recommended My Tax Doc, and so I knew I would be in good hands. In a very short period of time Vincent helped set up the appropriate structure and optimize tax matters. I am already excited to see how this year pans out and have no doubt it will only get better! Thanks Vincent and Susie!
As a sales person, I want to shop around what's best for myself. And YES, that 's including getting an "Excellent CPA" consultation is the key to my financial success. I've been utilizing My Tax Doc Inc, for the last 5 years and I have to say that Vincent just don't take care of my taxes only, but also provide me with a different prospective and insight about my financial situation and help me to maximize my returns. Thanks Vincent for all these years! I always look forward to seeing and talking to your
Vincent is a very pleasant person who just does not prepare your taxes but give advice on options that can help your business. In addition to being patient, he understands challenges that small business owners go through and helps explore options that you may not have thought of on your own. He is consistently adding to his knowledge to start sharp in his field. I have no hesitation in recommending Vince to friends and family.
I have been working with Vincent and his firm for over 2 years. Vincent is genuinely a good human, he's trustworthy, and he looks out for my best interests - which are meaningful, reassuring qualities to have in accountant. He always makes himself available for a conversation, spending ample time answering any of my questions (I have a lot!) and explaining what he is doing. In the course of our conversations, we've also gotten to know each other on a personal level. He really listens to my concerns, and I
First time accountant user and I gotta say Vincent and his team have done a great job keeping my business running smoothly. They keep up with my accounts constantly and are always in touch with me. Vincent is very easy to reach when I email him.
Vincent Lam was recommended to me by a business associate and since starting to work with him and his team, I have gotten much smarter about how I file my taxes. When I have questions, I just send an email and he and Susan respond to me quickly with clear direction. I feel much more confident having a team with their level of expertise looking out for me and my business.
I rarely write reviews, but in this case I feel compeled to because of the advice, help and care Vincent has given me. The tax process is very difficult for me being a creative person, and even having made attempts at understanding it as much as possible, it has always been a challenge. Vincent Lam was recommended to me and I made an appointment to see his firm, My Tax Doc Inc. We sat down and he went through all the services he offers, and what he would help me with. Having so many questions and being so c
I've been with Vincent for the last 2 years and my taxes have never been this stress and hassle free. I recommend Vincent to anyone looking to start a corporation for freelance work. Also, he always answers calls or returns messages promptly!
Vincent and team are fantastic. Previous experiences with accountants were less than stellar and resulted in consistent late fees or forms not being filed at all. I have none of these problems with Vincent. He is always on top of all requirements and always keeps me informed every step of the way while breaking everything down so that it is easily understood. He has been very accessible and always provides a speedy response to any questions. I've been very happy with the results thus far and have recommende
Over the past few years, Vincent has been helping me with my taxes. He has made it easy to understand, and really takes the time to connect with his clients and explain how everything works, etc. I can't thank Vincent enough ~ He is a great guy, and a great accountant. Thanks Vincent!
Previous interactions with most accountants made me feel like I was wasting THEIR time. Vincent is not only great at what he does but takes the time to teach you why he does what he does. As someone in entertainment, he has a great grasp of the complexities and benefits of working in the industry. He helped me establish and set up my entertainment company and I've been happy to recommend him to many others.
For years as a business owner I struggled with the accounting side of my business using other services. There were always surprises. When I was lucky enough to be referred to My Tax Doc Inc it was the difference between night and day. Vincent and everyone there are so good at staying on top of my business's activity, all the while providing information and explanations for any questions I have. I'm not a numbers guy, and to have My Tax Doc Inc taking care of it is such a relief and gives me confidence that
Vince is the man! i needed to incorporate my business and wanted a CPA to guide on me on which side of the fence i should go with LLC or INC to save money on taxes. Vince broke it down to me step by step and educated me on what direction to take. I was in a rush and he was able to incorporate my business in 24hrs just like he promised. Very pleased with his work so far and his guidance on helping my business take off. Extremely pleased with having My Tax Doc Inc on my team.
Vincent is absolutely incredible! He is a very honest, humble individual as well as super professional, efficient and knowledgeable beyond the norm. On top of this, he really listens to his client and gives a lot of his personal time to understand your needs and to assist in elevating your business. He is a rare find and a diamond in the rough!
Vincent Lam has been my CPA for about 3 years now and he has helped me a lot to get my maximum refund possible! I used to do it with H&R block or I did it online but always seem something wrong or it would get messed up. Vincent Lam is the best CPA out there and always recommended him to my friends and family!
It's hard to find an honest and hard-working accountant these days, but Vincent Lam is one of them! He is professional, courteous, knowledgeable, and quick! I'm sending all of my family and friends to Vincent! You should too!
Vincent is my CPA acc.; but not only that, one of the best friends. At first meeting we got friends and was working and giving me best ideas and advises and help on any issue that i had. There is no question he can not answer or say can't help you on that regarding my Co. and business. I was so lucky to found him as CPA acc. for my tax job. He is available to help and asnswer my question at any time (24X7 + weekend and hollydays over the phone!). GOD bless.
Love working w/ My Tax Doc Inc! They've taught me so much about Taxes that I used to be very unclear about. I've been able to grow my business and make smart decisions with their expertise! If you're just starting your corporation & would like to start with a SOLID foundation , seriously GET MY TAX DOC INC on your team! TELL THEM I SENT YOU! :)
Vincent and Susie have proven to be incredibly valuable especially through the first half of 2020. I'm very grateful to have financial guidance from Vincent; navigating me and my business through the tough year that its been.
Vincent at My Tax Doc Inc. has been a great help to me and my company. He's very responsive, and offers great advice for keeping my business on the right track.
I was referred to Vincent by a friend in same industry. He helped me set up everything to get started with my new company. He's very helpful and takes his time to explain things. He'd come to you for meetings, and I like how friendly he is...not just business. I highly recommend him for anyone.
This is the first time Vincent prepared my tax return for my business and personal. I'm so impressed with it. And now I know that I've been missing a lot and my ex accountant doesn't really know what their doing. So glad I met Vincent.
My Tax Doc is quick, simple, and painless. HOORAY for electronic tax filing! No more paperwork to sift through... everything is taken care of with a few clicks. Thanks to Vincent and his team for taking care of my taxes on time!
I had my Tax Return done by My Tax Doc Inc. and I must say they have a great accountant. Very helpful due to their knowledgeable of the field and produces great results. I would recommend this CPA to anyone!
I've worked with My Tax Doc now for several years and am extremely impressed with the quality of service, professionalism and timeliness of responses. I would recommend My Tax Doc to any individual or small business looking for expert tax return services.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.