*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
1800 N Broadway STE 102
Santa Ana, California 92706
Rachel did such a great job assisting me with my tax Issue. I was being garnished, Rachel and her team were able to immediately stop the garnishment. I highly recommend hiring superior tax relief to help resolve any tax issue you might be currently facing. Superior Tax Relief has been my the biggest stress relief ever. Thank you ladies for your help and effort on making this process easy and smooth for me.
Superior Tax Relief has been the best decision I've made to handle my taxes problems. They're very through in explaining everything and very professional. They also prepare my taxes as well. I've only had great experience with them and completely satisfied.
I would highly recommend this service and Superior Tax Relief to my friends. I tell you when you think things are impossible, they are not. Superior tax relief helped me get out of a real bind and the people there were great and patient. They walked me through the whole process. I tell you God is so good
My wife and I left the complicated task of sorting out our many tax issues and liabilities to Superior Tax Relief. They have been working hard on our behalf over these last two years. Happy to report that all issues have been resolved and now have an affordable payment structure thru an OIC. By the way, at which is only a fraction of what was originally owed. Our agent Jasmine, has been a Godsend for us. Truly believe that we have been directed to her and Superior Tax Relief. We entrust our annual tax prep
Making the call to Superior Tax Relief was the best decision I made. I was overwhelmed with the amount of letters I was receiving from the IRS and did not know where to start. I heard an ad for Superior Tax and decided to give them a call. Since hiring them they filed my federal and state returns for unfiled years as well as negotiate on the amount I owed to the IRS. With the help of Superior Tax my IRS matter has been resolved and I am able to start fresh moving forward. I couldn?t of done it without thei
Superior Tax Relief did an amazing job for us. Jasmine was always prompt and knowledgeable when answering our questions. We had some major delays due to Covid and she very patient guided us through the process. She worked diligently to have our issue resolved. Thank you Jasmine?
I had a very positive experience with Superior Tax Relief. The staff is very helpful, knowledgeable, and responsive. I rate them at the top. Superior Tax Relief has my unqualified recommendation!
Veronica and her team were great to work with! I would recommend Superior Tax Relief to my family and friends anyone who is in need of assistance with their taxes. Very professional love the service. ??
They are very straightforward and flexible. Jasmin is amazing, was 13k in debt with the IRS and settled for 3k with Superior Tax Relief !
I had 6 years of unfiled tax returns and within months my problems were over. They even work with me with their fees and was always available and eager to explain every step of the way.
Very poor customer service, my husband have been calling them for the past week now. Left a message for a Ms Veronica, a week ago and she still have not reached out to him. Very poor business, and so unprofessional.
Terrible! Bad contact. bad info. Didn?t get my irs debt down at ALL and wouldn?t give me a full refund gave me 250$ if I could I would give them zero stars. Extremely disappointed. Spent more than if I would?ve just paid the IRS
Place is very professional and the people are genuine and nice. They take care of matters with ease and no hassle at all
Shaun was a genius .
(Translated by Google) I was very satisfied with the help I received with Superior Tax Relief. They saved me more than half of my debt and I was finally able to not stress. Thanks for everything (Original) Quede muy satisfecho con la ayuda que recibi con Superior Tax Relief. Me salvaron mas de la mitad de mi deuda y finalmente pude no estresarme. Gracias por todo
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.