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National Tax Credits

National Tax Credits

Reviews Summary

Overwhelmingly positive, with most reviewers praising National Tax Credits for their professionalism, expertise in tax credits (especially ERC), efficiency, and responsiveness. Many highlight successful outcomes, quick refunds, and clear guidance through complex processes. One negative review mentions unfulfilled promises and lack of communication, but this appears isolated amid widespread satisfaction. The team is consistently described as knowledgeable, trustworthy, and delivering on expectations.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
Healthcare
Restaurants
Hospitality
Manufacturing
Automotive
Local Tax Credits

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
Small Businesses
Mid-size Businesses
Healthcare
Restaurants
Hospitality
Manufacturing
Automotive
Local Tax Credits

Contact Information

Address

85 Argonaut # 200

Aliso Viejo, California 92656

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 6AM-5:30PM
Tuesday 6AM-5:30PM
Wednesday 6AM-5:30PM
Thursday 6AM-5:30PM
Friday 6AM-5:30PM
Saturday 8AM-4:30PM

Customer Reviews

The team at National Tax Credits was very professional, efficient and knowledgeable about the ever-changing tax laws. They knew their way around the tax credits available to employers and could execute on their behalf. We had great success in obtaining our ERC's. Highly recommended to any employer that wants assistance in navigating the tax laws.

What a great company and service! About six months ago National Tax Credits contacted me out of the blue about the tax credit claims. I didn't know anything about tax credits, the government sure didn't tell me. But Alex Reyes contacted me on the phone and educated me. Long before all the other companies, including someone who claims to be a Wonderful Guy, appeared. I was skeptical, but I gathered the information National Tax Credits requested and they did the rest. They did a superb job and I received a si

The team at National Tax Credits is amazing! Everyone is quick to answer questions, thorough in all they do, and are highly knowledgeable with the ever changing tax laws. They processed ERC tax credits for a few companies I work with. Their professionalism and honesty is exactly what you need and you?ll find it here. I highly recommend their services.

We used National Tax Credits and were very happy with the results. We received our refund quickly and efficiently. The National Tax Credit team was professional, knowledgeable and answered all my questions. I would highly recommend them to anyone looking for tax credits.

We recently used National Tax Credits to help navigate the complex process of claiming Employee Retention Credits for our company, and we couldn't be happier with the service we received. From the initial consultation to the final filing, the team at NTC demonstrated professionalism, expertise, and a genuine commitment to ensuring we received the maximum benefit. Their knowledgeable staff guided me through every step of the process, answering all of my questions and addressing any concerns we had along the

I had the opportunity to work with the National Tax firm, and in particular, Brian Hill when we hired him and the firm to assist us in obtaining our Employee Retention Credits for various of our companies. I was extremely pleased with Brian and his staff?s professionalism, diligence, and responsiveness. He is a true professional in every sense of the word. There are many businesses who make promises which they often fail to keep. In this case, Brian not only delivered on every single thing he promised, b

This company lied to me about ERTC, The person we were dealing with was Adrien Monzon and Carlee. I just called the company and I was told that my application was cancelled. I never got any correspondence at all. This is a company that has violated public trust.

I have used NTC for my tax needs for over 10 years. I have been provided the best possible outcome on my yearly taxes and been given important education and advice when needed. I highly recommend this company

We used NTC for our ERC filing and they did a great job! Thanks for the help.

The service was quick and efficient. We received the funds in the time frame indicated for the exact amount we were told. No issues.

Great service, very efficient. Staff is very knowledgable and responsive!

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.