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Simpler Tax Relief

Simpler Tax Relief

Reviews Summary

The reviews consistently praise the tax service for its exceptional expertise, strategic approach, and ability to significantly reduce tax liabilities. Clients highlight professionalism, thoroughness, and stress-free resolutions for complex tax issues, including back taxes, negotiations, and refunds. Many emphasize the team's dedication, efficiency, and ability to save substantial amounts—often tens or hundreds of thousands—while providing peace of mind. The service is highly recommended for both personal and business tax needs, with particular appreciation for handling IRS and state filings effectively.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Multi-state Experience

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
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Multi-state Experience

Contact Information

Address

5435 Scotts Valley Dr STE J

Scotts Valley, California 95066

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Ross is not only an excellent CPA but he is also, I would say "tax strategist" too. I have a high income W2 that I really needed his expertise to reduce my tax. He looked at all my portfolio and gave me so many great advice. I had good amount of state return that was somehow held up by state without getting back to me. Ross stepped in to get those money back!!! He contacted the state directly multiple times, and his dedication/effort was above and beyond. His investor mindset totally helped me to maximize t

As a business owner I have enough hats to wear and its great that Simpler Tax Relief team can handle my accounting, tax prep, and strategy! When looking for a tax team in Santa Cruz county I couldn't ask for a better group to work with. Simpler Tax Relief has helped me save tens of thousands of dollars by helping me develop a strategic approach to diminishing my tax liability. Not only that but they help my real estate clients clean up their tax liability as well so that they can make a purchase of a home o

Simpler Tax Relief helped us refile 2 years of taxes I personally failed to file correctly. After taking the proper filing strategy with the help of the Simpler Tax Relief team we refiled and received thousands of dollars in the form of a refund for overpaying taxes. If your tax situation is basic or complicated, Simpler Tax Relief LLC will help so much in organizing and providing help with your questions about your tax situation. Thank you Simpler Tax Relief for saving us from a real tax blunder.

Since Simpler Tax Relief started doing my IRS and state of California tax filing, I have been certified with their professionalism and knowledge pertinent to income tax rules and regulations. They has successfully refiled my family tax returns with satisfactory results after they were reviewed by IRS.

Ross is AMAZING! I found myself in a "fun" situation with my taxes. He has transformed an indescribable amount of stress into a manageable situation with a solution. I highly recommend him to anybody needing tax services. He is very knowledgeable you won't regret working with him.

Very professional and conscientious in completing my back taxes in an efficient manner. They completed four years of unfiled tax returns and were able to negotiate a partial pay installment agreement that was accepted by the IRS saving over $120K. Simpler Tax Relief lifted the burden of the constant unknown of unpaid taxes and penalties accruing over many years.

Ross handled my business, LLC, personal, past due taxes with expertise and professionalism. He negotiated an offer in compromise that saved me over 170k. He took the fear and anxiety away and handled my situation with his experience, knowledge, empathy, and efficiency. I highly recommend Ross!

Ross is timely, thorough and extremely knowledgeable. I highly recommend Ross for any type of tax service you may need. I will personally be using him for all my tax needs! ??

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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