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RevenueSafe

RevenueSafe

Reviews Summary

Customers consistently praise the deep expertise of the attorneys, particularly in handling both federal and state R&D tax credits. Many highlight the convenience of having CPAs, attorneys, and wealth managers in one team, saving time and maximizing benefits. The complimentary consultations, thorough due diligence, and attorney-led process are frequently mentioned as standout features. Small businesses and startups appreciate the streamlined approach, especially when juggling other priorities. The premium service is deemed worth the cost for the specialized knowledge and results delivered. Satisfaction is high, with strong recommendations for business owners seeking tax credit optimization.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Mid-size Businesses
Large Enterprises
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
Technology
GAAP Compliance
Risk Management
Complex Situations
Multi-state Experience
Local Tax Credits
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

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Small Businesses
Mid-size Businesses
Large Enterprises
Real Estate
Healthcare
Construction
Professional Services
Manufacturing
Technology
GAAP Compliance
Risk Management
Complex Situations
Multi-state Experience
Local Tax Credits
Remote Services

Contact Information

Address

7083 Hollywood Blvd Suite 500

Los Angeles, California 90028

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I used RevenueSafe to help claim the R&D tax credit and what impressed me the most was how knowledgeable their attorneys are both with the California state credit and the Federal credit. During my due diligence, I found that most other companies lacked a deep understanding of the tax codes likely because they weren?t attorneys. With my background as a CPA, I appreciated RevenueSafe?s expertise, especially in specializing in the California state credit.

Their team of experienced attorneys handled everything from calculations to filing. We would?ve missed many steps working with our CPA. Their deep knowledge of both federal and state credits really set them apart. We couldn?t be more satisfied with the outcome and highly recommend their services to any business owner looking to maximize their tax credits.

Revenue Safe helped our software business claim the R&D tax credit. The folks on the team are incredibly competent and know what they are doing. You get to work hand in hand with attorneys who understand the R&D tax credit on a deep level in California and nationally. Definitely worth paying the premium, for us it was worth every penny.

I couldn?t be more satisfied with the work that revenue safe did for my small business. I have previously spent months searching for someone to assist with my tax planning for my small business, but couldn?t find a team that has CPAs, attorneys, and wealth managers all in one place. Seems the tax world is very small and narrow where everyone sticks to their lane when it comes to this. However, with revenue safe, I feel all of my options were explored! Definitely continuing to work with them

We'd heard about the R&D but had no clue where to start. We?re a startup in the dental appliance space so we?re hyper focused on building our brand and almost never have time to focus on things like tax savings or grants. Revenue Safe made it super easy though, they gave us multiple complimentary consultations and discovery calls and then had attorneys handle the rest. Super happy to have been able to take advantage of this credit. Highly recommend this team

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.