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Orange Coast Tax

Orange Coast Tax

Reviews Summary

Customers consistently praise the exceptional service, highlighting thoroughness, expertise, and clear communication. Many appreciate the convenience of the online portal and stress-free filing process. The team is commended for handling complex tax situations, resolving IRS issues, and maximizing returns. Urgent needs are met promptly, and personalized attention builds strong trust. Affordable rates and reliable results make clients loyal long-term. Professionalism, patience, and friendliness stand out, with many vowing to return and recommending the service highly.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax
Virtual CFO
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Multi-state Experience
Remote Services

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
Estate and Trust Tax
International Tax
Virtual CFO
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Non-profits
Multi-state Experience
Remote Services

Contact Information

Address

1475 S State College Blvd Suite 112B

Anaheim, California 92806

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I was in urgent need to file a form 8854 prior to leaving USA to be an expat. I had trouble finding an accounting firm willing to help urgently. I called Orange Coast Tax and talked to Sergio. The latter was very attentive to my urgent requirements. He promised to have his expat tax expert Jeff to call me back. The latter called me back the next day and provided all the help that I needed. I will definitely stick to these professional people for my upcoming tax returns as an expat. I fully recommend this ac

You will never see me using anyone else but Sergio and his team for all of our tax needs. From simply filing our taxes, to fighting with the IRS, Sergio has our business for the rest of our tax paying lives. We came in owing close to $30,000 - from our understanding - and are left paying a little over $1,000 and getting money BACK for the first time in 10 years. His rates are affordable and well worth every single pretty little penny. CALL HIM!

The best service! Sergio has taken care of my taxes for a few years now, I appreciate I can always go to him for any questions I may have. My taxes have always been filed in timely manner. %100 recommend.

I just got my taxes done, it was super easy, convenient, customer amazing! I would never go to anyone else, Sergio will always be my tax man. Sergio, explained everything in great detail, he answered all my questions. The portal they use is easy to use and share documents (user friendly!).

The service was quick and painless. I dread doing taxes every year because I?m not a person who likes to show face so the fact that everything was able to be done online with their client portal was a huge plus for me. My situation for this tax year was complicated but Sergio simplified it for me by being knowledgeable and attentive.if it wasn?t for his professionalism, patience and friendliness; I would probably still have been stressing about my taxes.

Jeff at Orange Coast Tax was so pleasant and easy to work with. He was very thorough, and available to explain all the complexities over with us to make our filing as easy as possible. Their filing process helped to keep us organized and on top of what was needed. Thank you Jeff and Sergio!

I can?t thank Sergio enough for the turn around results on my screws up filing. I have recommended his service to all my business owner friends & & family & will continue to. No one does it better. Thank you again Sergio.

Excellent service. Was able to make changes for what I needed to maximize my tax return.

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.