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Safe Tax Services

Safe Tax Services

About This Listing

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.*

Contact Information

Address

23151 Verdugo Dr #108

Laguna Hills, California 92653

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Safe tax and their team are very professional, responsive and expert in taxes. They have helped me with my business and personal taxes for the past couple of years. With their great advises and tax plannings I have saved alot in taxes. Highly recommended.

Oranous is very knowledgeable. She is very professional and friendly and very easy to approach and work with. I?ve had a great experience with her and her office and will definitely continue working with them.

My search for a new tax preparer is finally over! Ora made my experience a pleasure. She was kind, professional and so easy to work with.....and I got a refund! I highly recommend Safe Tax Services.

Safe Tax Services has been an invaluable partner for our business. Their team is highly professional, knowledgeable, and incredibly detail-oriented. They made tax season stress-free by handling everything with efficiency and precision, ensuring we maximized our deductions and stayed fully compliant with the latest tax regulations. The communication was excellent throughout the entire process, and they were always available to answer any questions we had. I highly recommend Safe Tax Services to anyone lookin

Ora with Safe Tax Services prepared my income taxes, and she was very knowledgeable, professional, and friendly, and I would highly recommend her services.

After having a terrible experience with our previous tax accountants, Safe Tax Services made us feel confident filing this year. Ora was very thorough and helpful - all our questions were answered promptly and were detailed. She even provided guidance on how to better file our return. We will definitely be working with them again next year!

They help me do my tax process very efficiently , quickly, accurately and kindly. I am very appreciative.

We had the pleasure of working with Safe Tax Services for our accounting and tax need this year. It was very fast and very easy to communicate. Also, we could get an estimate and recommendations to how file our taxes. All our questions answered promptly. We recommend safe tax services to all our friends and family.

Safe tax services is the best accounting firm I ever used in the last 20 years. We are using safe tax services for the last 3 years and we are so happy with their services and knowledge. Oranus , she is always available to answer our questions and requirements We are amazed with her knowledge, expertise and do everything on time

Ora is an extremely experienced and detail oriented tax professional. Always quick to respond, responsible and knowledgeable. I?ve worked with her and her firm through over 5 entities of mine, and each one is handled with attention and care. She makes tax season as least stressful as possible. Thanks Ora!

As an independent contractor taxes can be complicated and tedious. Oranous has made it a smooth and easy process for me for the past 5 years. I?m actually excited when tax time comes around because I know I?m working with the best and we?ll be done as soon as I can get my numbers over. It?s just easy. Looking forward to many more years with Oranous handling all my tax needs.

Ora was awesome. She was able to work with me and my urgency to file as soon as the site opened up at the IRS and she did it. In the end, I ended up amending my taxes and she was able to expedite that as well very quickly and very accurately. Thank you again Ora!!!!

Designated STS after a four agy beauty content. Exceeded expectations. Competent staff, tax law conversant, proficient and importantly affable & civil. Promptly resolved any inquiry on 1st time tasking. Works swiftly. Good listening skills. I was heard. Certified STS tax and accounting professionals in under 90min rendered a prev 23 yr relationship but a fleeting memory. Not a big client (<60k) but STS made me feel like their only client. Annual, obligatory stressful event became managable. Your situati

I had the pleasure of working with Safe Tax Services for my accounting and tax needs, and I must say the experience was nothing short of exceptional. From the outset, their team demonstrated a profound understanding of intricate financial matters and a commitment to delivering top-notch service.

Been using with Safe Tax Services for years. Ora not only has the expertise but she also cares. Would recommend and give 10 stars.

Safe tax is always providing excellent services, oranus is very knowledgeable and super helpful, very easy of communication. I have been very happy with her. Highly recommended.

Ease of communication and speed of response is the reason I like working with Safe Tax Services. I went through multiple dental accountants before I found them and I have been very happy so far. Thank you.

Safe Tax is always providing excellent services. Oranous is very knowledgeable and her tax advises and plannings saved us a lot of money. Also their fees are reasonable comparing to other tax offices. Once you use their services you?ll never go somewhere else. Highly recommended.

I recently engaged with Safe Tax Services for my accounting and tax needs, and I couldn't be more impressed. Their team's expertise and professionalism shone through every step of the process.

Had a pleasure to work with them in past 2 years, so far my experience been amazing. very knowledgeable , efficient, respectful with fair pricing. Highly recommended

Oranous is very nice and knowledgeable in the area of taxes. she will help and guide you through the process and make it much easier for you. I definitely recommend her to anyone looking to do their taxes whether its personal or business taxes. She spends time with you and answers all your questions.

It is couple of years we work with safe tax services and Oranus is the best, she has knowledge and experience, I highly recommend her I am happy to have her as my accountant.

I had an amazing experience, they are friendly and so quick and fast responder to my questions and making sure I do get back my tax returns,, I do very appreciate their service. they are ?????????? Thank you ????

Super professional, efficient, sufficient and proactive in helping my personal and business financials stay in order.

Very pleasant experience. Very professional.

I'm very satisfied with your guys work it's very professional and is great communication and understanding overall, I'm very grateful and happy with your guys work. Thank you.

2nd year here for our taxes. Very pleasant and knowledgable and would highly recomend!!

Oranous is a consummate professional that I would highly recommend to anyone looking for an expert in tax services.

Extremely responsive, helpful, and efficient, every time. Continually exceeding expectations! 10/10

Highly recommend Safe Tax Services. Staff is knowledgeable, effective and provides excellent communication.

Oranous, as awkward is very professional and efficient! I always appreciate her help!

The best accounting services in oc , Professional staff , reasonable prices , They are 100% efficient and trustworthy. Highly recommended .

Amazing service and so knowledgeable for personal and small business owners.

amazing to work with irs been almost 10 years

Thank you for everything you do

Easy to communicate and experts

Effiecient and professional

On time and accurate.

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.