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OC Tax Group

OC Tax Group

Reviews Summary

Consensus: Sulay Parikh is highly praised for his exceptional tax expertise, professionalism, and attention to detail. Clients consistently highlight his ability to save them money, provide clear explanations, and offer personalized, VIP-level service. His friendly demeanor, reliability, and willingness to address questions year-round make him a trusted choice. Many appreciate his efficiency, especially in handling complex or late filings, and strongly recommend him for both personal and business tax needs.

About This Listing

Bookkeeping
Tax Preparation
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits

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

Bookkeeping
Tax Preparation
IRS Representation
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits

Contact Information

Address

245 Fischer Ave Suite D-2

Costa Mesa, California 92626

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5:30PM
Tuesday 9AM-5:30PM
Wednesday 9AM-5:30PM
Thursday 9AM-5:30PM
Friday 9AM-5:30PM
Saturday Closed

Customer Reviews

Sulay is a polite, organized young man who has done my taxes for last few years. His advice is profitable. Just bring your receipts and he will do the rest. Nothing for you to fill out. if you want to pay quarterly payments he'll set it up for you. No problem. I feel very secure, knowing my taxes are completed and done on time by this young man and his KP Tax group.

Sulay is a consummate professional! He's been my tax man for over 4 years! He's always eager to help with any concerns and very knowledgeable! Don't hesitate to book your appointment, you'll walk out more than satisfied! Sulay is the best in the game!

I just got my taxes done with Sulay. My bestfriend recommended me to go over to him to help me with my old taxes. He is Super friendly,communicates well and he helped me with my taxes. Thank you very much for your time and help! I would definitely recommend :)

Like many of Sulay?s clients, I was referred to him by my accountant who recently retired. After so many years with my previous accountant, it was a bit scary to move to another. However, my son and I could not be happier with Sulay. He is extremely knowledgeable, detail oriented, professional and personable. He takes the time to explain any details of our tax return that we may not understand. He also makes himself available to handle any questions that we may have throughout the year. We travel a fair dis

I've been in business with Sulay of OC Tax Group, Inc. for over 15 years, and I can confidently say he's one of the best decisions I've ever made for my personal and professional financial life. When it comes to trust, value, and precision, Sulay stands in a league of his own. Sulay?s incredible attention to detail and expertise have not only saved me countless dollars over the years but have also saved my business on more than one occasion. His services are truly VIP status, and he treats every client as

I have been a client of Sulay Parikh for a few years now. He was recommended by a previous tax advisor whom retired. Sulay Is very experienced with the tax codes from previous work history. He's very easy to work with and very helpful with his time and advice. Would recommend him to anyone!

I had the pleasure of working with Sulay at KP Tax Group, and I couldn't be more impressed. Sulay is professional, knowledgeable, and truly attentive to my needs. They took the time to explain everything in a clear and easy-to-understand way, giving me confidence throughout the process. If you're looking for a skilled and reliable tax professional, I highly recommend Sulay at KP Tax Group.

Great experience with Sulay. He is professional, accurate, and efficient. Reccomend to anyone looking for a new tax guy.

I've been working with Sulay Parikh and the OC Tax group for the past two years and I couldn't be happier with the results. Mr. Parikh's skills, professionalism, up-to-date-knowledge of tax law, and friendly demeanor has consistently made my "least favorite time of year" an enjoyable experience. Mr. Parikh is generous with his time, often allowing me to interrupt his day with phone calls and questions which he often answers 'on the spot' or within 24 hours. He answers advance-appointment emails with similar

Great service. We had to file late but everything was handled in a quick and efficient manner. They were able to handle all of our issues and concerns and we are extremely happy with our results.

Sulay has been a very competent, friendly and professional tax man. Do your self a favor and seek his services.

Excellent service, very efficient

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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