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Steve Newman, CPA

Steve Newman, CPA

Reviews Summary

Steve Newman is consistently praised as an exceptional tax and accounting professional, known for his deep expertise, meticulous attention to detail, and up-to-date knowledge of tax laws. Clients highlight his ability to save them money, simplify complex tax issues, and provide valuable financial advice. His professionalism, responsiveness, and genuine care for clients stand out, making the tax process stress-free and even enjoyable. Many appreciate his proactive approach, ethical standards, and willingness to go above and beyond, earning him strong recommendations for both personal and business tax needs.

About This Listing

Accounting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Multi-state Experience
Remote Services
CPA License

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

Accounting
Tax Preparation
Tax Planning
Small Businesses
Individual Taxpayers
Multi-state Experience
Remote Services
CPA License

Contact Information

Address

7700 Irvine Center Dr 8th floor

Irvine, California 92618

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-9PM
Tuesday 9AM-9PM
Wednesday 9AM-9PM
Thursday 9AM-9PM
Friday 9AM-9PM
Saturday 9AM-3PM

Customer Reviews

I highly recommend Steve for tax preparation and accounting services. In the past, doing taxes was an anxiety-inducing experience for me?until Steve saved the day! He not only made the process smooth and stress-free but also saved me thousands by catching and correcting a mistake made by a previous accountant. Steve takes the time to get to know his clients and carefully considers their tax needs. He?s knowledgeable, detail-oriented, and I trust that he?s always up to date on the latest tax laws because I k

I highly recommend Steve Newman for expert tax preparation and accounting advice. He is straightforward, honest, and intelligent. Steve is very dedicated to his profession and loves to solve problems. He understands the ins and outs of small to large businesses and is well-versed with regulations. He is knowledgeable about the Federal and State of CA tax filings, current tax laws and impending changes. Steve is extremely responsive, deliver his work on time, and is always helpful throughout the year.

I can't say enough good things about Steve Newman. He is a problem solver! Not only has he helped me prepare my personal and business taxes (saving me more money in taxes than his fees), but he has been great in his business and financial advice for my small and growing business. And besides all that, he is truly an outstanding person who cares deeply about his clients and their welfare. I have a feeling that anybody who engages Steve will be writing similar things on social media about him.

Steve Newman is one of the most highly educated, skilled, and creative business professionals I know. He is an expert in all matters relating to tax and financial planning. He greatly cares about his clients, and provides exceptional service, whether it relates to financial matters or as a divorce mediator. I sought his assistance on a tax matter and was greatly impressed by the breadth of his knowledge. The information he provided us was invaluable!

Working with Steve has been incredible! He is exceptionally kind, attentive, professional, and responsive. He got out of his way to explain everything to me, make sure I understand the laws, and helped me with the smallest requests and questions. I could not recommend him more!!! I?d never work with anyone else than Steve! I like doing the taxes now :) Thank you!!!

Steve is a tax master. He takes a consultative approach and takes the time to educate you on tax codes (which he knows extremely well). I've referred many colleagues to Steve and he's taken great care of them! I recommend Steve for all your tax needs!

Steve Newman, CPA has been a valuable resource for my divorce mediation practice whether he is assisting my clients with strategizing the optimal division for dividing marital assets or determining income available for support. He has also provided business valuations for reasonable fees. His mediation training, personal interest and passion for helping his clients coupled with an accounting background uniquely qualify him for resolving divorce issues and supporting his clients through the decision makin

I will undoubtedly be using Steve for all my future tax purposes. He has been nothing but professional, efficient and understanding to my needs. This is NOT some generic review. I am an actual client, and Steve is stellar. Thank you, Steve. I will stick with you.

Amazing guy and super helpful! Steve is a super knowledgeable and you can tell he cares about his craft. He was able to answer every question I had, gave great and easy to understand suggestions and just generally made my time as a small business owner easier! Would give more stars if it were possible, highly recommend!

Steve has gone above and beyond since the word go. He?s willing to work hard, and late, while providing real value for his fees. He?s proactive in providing recommendations for contacts, as well services that benefit my business. I truly appreciate this guy.

I have worked directly with Steve. His technical skills and ability to solve complex tax problems are combined with tremendously high ethics and integrity. Anyone would be fortunate to have him solve their tax problems. I highly recommend him.

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.