*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.*
29970 Technology Dr Suite 102
Murrieta, California 92563
Awesome 5-Star Review:** I can?t say enough good things about my experience with Tae for both my personal and business tax needs. From start to finish, he was incredibly fast, professional, and friendly?always taking the time to answer every question I had in detail. His expertise made the entire process smooth and stress-free, and I really appreciated how quickly he turned around my returns. If you?re looking for a top-notch CPA who will treat you like a priority, look no further. I highly recommend Tae
I reached out to Tae because I was looking for a local CPA that could assist me with not only my personal taxes but my business taxes as well. As a first time business owner, I needed advice on how to prepare for the 2026 tax season and to help me with my personal returns for this year. Tae was so helpful with answering all of my questions during our first initial consultation. He gave me invaluable advice as I begin capturing expenses for my business and created a space for me to feel like I can come to hi
Tae is the real deal?professional, compassionate, and truly exceptional! He?s handled my taxes for the last four years, even during one of the hardest times in my life after a major loss. I wasn?t thinking clearly and made a mess of things, but Tae never judged?he just helped. He was patient, ethical, super organized, and always on top of every detail. His secure system made uploading documents a breeze?no office visits needed. I honestly don?t know what I would?ve done without him. If you need someone you
We?ve been using Tae accounting services for about a year now.Tae, Kristen, and Rea are simply the sweetest people to work with. Any questions or concerns we have in our business are clarified almost right away. Having the right team Is very important and crucial for a business to be successful. We highly recommend Tae?s CPA accounting services to anyone. Thank you, and God bless you and your business. ??
My husband and I recently filed our taxes with Tae. I am really happy we found him! He is so kind and patient when explaining our tax situations. We highly recommend Tae and his wonderful team! Thank you, we will see you again soon.
Highly recommend working with Tae for tax preparation services! He is friendly, responsive, efficient, and his expertise is clear. We have a slightly involved tax situation with multiple states and various income sources, which he tackled effectively, keeping us updated through the process. As an added bonus, he provided recommendations on how to optimize our tax situation for the upcoming year as well. We will definitely be meeting with him this summer to preemptively plan for 2025 taxes. Thanks Tae!
Tae did an amazing job with our tax return. He was very quick, from start to finish it took just one hour. And managed to get us a return when we had previously been paying most years and expected to pay again. Tae is very friendly, and professional. Definitely switching from H&R Block permanently!
I've had a great experience working with Tae and his team. They've been consistently professional, always punctual and incredibly responsive to whenever I've had questions. Their reliability and attention to detail have made a real difference. I would recommend Tae and his team for your CPA needs.
We have been working with Tae for the last two years. He handles both our personal and business taxes as well as bookkeeping. We initially contacted him to help sort out a few items for our personal taxes and Tae was not only knowledgeable but also easily available to answer any questions we had (which we had a lot!). I highly recommend his office if you're looking for a great, well-informed CPA.
Absolutely fantastic CPA! He is so knowledgeable, responsive, and patient. Tae makes the whole process easy, and he's gotten me the highest returns I've ever had. I didn't even know it was possible to get that much back! I love working with him and his team, and I recommend him to everyone.
I am so happy to make this review. Tax season, since I got with my husband, has been such a stressful time. In the past, I was always the person that got a return, working and having children. Since being with my husband, that?s not how it?s been, due to the fact that we own a business. So, tax season has become a stressful time for our household. This year was our first full year working with Tae, can I just say this is the first year my husband and I have not bickered or argued through the tax filing. Th
I?ve always done my own taxes. However, this year my taxes were very complicated due to many life changes. Using Tae H. Kim was the best decision I could?ve made! His team was efficient and professional. I will definitely be using his services again.
Not only is Tae professional, trustworthy, efficient, and responsive - he is someone who will genuinely care and look out for your best interests. My husband and I are very grateful to have been referred to Tae and his services. Look no further if you're looking for a CPA!
Wow! Used Tae for our business and personal taxes. I have used many others before. When I tell you, he is the quickest most efficient tax pro out there is an understatement. Very quick to reply and answer all questions. Thank you Tae! Found my forever tax specialist.
Tae is extremely professional, fast, transparent and very easy to work with. I have been with Tae for over a year now. He has helped me with all of my tax services, as well he helped me set everything up for my small business. He took his take and made sure I understood everything. I would recommend Tae to anyone looking for a trustworthy CPA.
I?ve used Tae?s business the last 2 years and I will not be going to another preparation place again. Extremely responsive, professional and affordable - would recommend him to anyone looking for a CPA. Not only was he available for tax preparation but he also has looked at some other money related issues I?ve had and provided sound advice.
Tae got me a return for the first time in 10 years. He provided me information that my "other" CPA never told me. He is honest and caring beyond knowledgeable. Thank you Tae and staff
Tae Kim is THE best! I believed that I was in an impossible tax situation. I had consulted with other tax professionals. No one wanted to, and looking back on it, they probably just couldn't, help me. I found Tae Kim through a quick internet search. I called him. He called me right back. I explained my situation and he didn't come up with excuses NOT to do it. He told me..."no problem". Then he backed it up. I dumped my "impossible" situation on him and he handled it! Not only did he get the job done, but,
Steven Tae Kim did an amazing job with our taxes. Very thorough, easy, and quick. We would recommend him to anyone!
Tae Kim, CPA was an absolute pleasure to work with on our personal and business taxes, he consulted with us months before our our actual filing with honesty and professionalism at the forefront. Communication was excellent, and he kept us on track with what was needed. Truly appreciate his expertise & advise, and look forward to being more organized and informed with our future tax planning.
Finding Tae H. Kim, CPA, was a true blessing for my husband and me. His expertise, meticulousness, and attentive service made our experience effortless. We are genuinely grateful to have found him. Highly recommended for anyone seeking exceptional CPA service. Tae and his team are wonderful to work with; they are so organized and took their time to go over all our questions. We are happy to come back for future needs.
Tae was great to work with for our personal and LLC taxes. He was responsive, thorough, and answered all of our questions. He uses a portal that's easy to navigate and submit all of our documents through, which streamlined the whole process. He was very friendly and knowledgeable; and we will definitely work with him again next year!
Amazing service! Great Price! Knowledgeable, professional. Highly recommend anyone who need a tax professional. Tae is my go to recommendation!
One word FANTASTIC experience! Wonderful to work with easy process. Tae is my tax guy moving forward. So happy we found him.
My wife, Kathy, and I went to see Tae to seek advice with some retirement planning issues. We are both recently retired and own property out of state. Tae was able to analyze our situation, advise us on different tax implications, and provide us with valuable information we were able to use going forward. Tae?s ability to listen, analyze, and compute is impressive! He exhibits a professional demeanor but he is also able to connect on a personal level that makes him very easy to deal with and talk to. H
Tae has been my CPA for my business and personal needs for a couple of years now. He's got a wealth of knowledge, works hard, and is extremely responsive. You'll be in great hands with Tae and his team. Highly recommend!
5 Stars - Top-Notch CPA: Expertise, Communication, and Saved Me Money! Tae is an absolute rockstar CPA! He not only handled my current tax filing expertly, but also helped me amend my previous year's return, saving me money in the process. Comprehensive Service: Tae expertly navigated both my current tax filing and the amendment of my prior year's return. His knowledge of tax law is impressive, and he was able to identify missed deductions that resulted in a refund for the previous year. Clear Communica
If I could leave 10 stars I would. I just came over to this firm from another one for 2024 taxes. I was having trouble with my other Accountant so I asked him just to review my 2023 taxes Before they were filed. I was getting ready to have to pay over $40,000, and he told me to let him do a couple things on it and said it would be worth it for me. I ended up having to pay less than half of what I would?ve had to pay. Tae is very good at what he does I am extremely happy I moved over to his firm . I feel ver
We recently had the pleasure of working with Tae H. Kim, CPA to handle our tax filing, and we must say it was a great experience. Tae took the time to thoroughly understand our financial situation, asking all the right questions to ensure no detail was overlooked as he navigated through the complexities of our tax situation with ease, providing valuable insights and recommendations along the way. His professionalism, expertise, and personalized approach made the tax preparation process a breeze and we highl
Tae is very professional and responsive. He was able to get some great tax credits that I wasn't aware of for both my corporation and personal taxes. Highly recommended!
We had an excellent experience with Tae! He took his time with us even though we were late to the appointment. He was able to answer all of our questions with clarity and confidence. We left with a good sense of how to legally and ethically reduce our tax liability for future years. Highly recommend!!
Tae was very thorough when we initially met with him. He did our personal taxes and the taxes for a trust we have. When we were reviewing our taxes prior to filing, we realized we had missed some things and let him know. He quickly had our forms amended and ready for filing. I would highly recommend him.
Having gone through 3 different people over the years to do my taxes, I have finally found the one who has made the process painless and professional. Tae is wonderful and very knowledgeable, I have a business and when I approached him with questions he helped guide me with what I need and what can work best for my business/taxes. Thank you Tae, I look forward to continually working with you!
Tae has transformed my financial management approach, significantly enhancing it through strategic adjustments, including an insightful recommendation regarding my business's tax structure. His broke down complicated financial stuff into simple, actionable steps is just what I needed. With exceptional professionalism and clarity in communication, Tae has converted what was once a daunting task into a manageable and confident aspect of my business operations. I highly recommend Tae if you're looking to get y
Amazing team! Tae and his staff are always on point and very professional. Highly recommend them for any/all accounting needs!
Tae was very easy to work with. I switched over to his firm for bookkeeping and accounting after having a not so great prior experience. He did our personal and business taxes and was responsive and diligent. I am grateful to have found him.
Tae is great at his job, We were late at filing our return and we were worried but Tae setup an appointment to get us in right away, provided an online system of uploading docs, and explained our situation better than anyone else we've used in the past. My husband and I were very pleased with his services and efficiencies during office visit.
Used Tae for personal and business tax service. Great service and very responsive. Always willing to answer any questions. Will be using next year!
What a completely delightful, knowledgable and timely tax preparation experience with Tae H. Kim, CPA! After leaving my previous accountant of 28 years, I was thrilled to meet Tae. Nothing is overlooked and his communication is spot on. Tax time is no longer stressful. Highly recommended!
Used Tae Kim's service for taxes. Had a great experience! Highly recommend!
They do IRS audits and bookkeeping as well. I highly recommend them, they can save you thousands of dollars. Honest and reliable guy to get all your stuff in order for 2024-2025
Friendly, timely, and we got an amazing return, too!! I highly recommend Tae.
After going through a divorce I needed to find a new CPA. The one that I used for over 15 years never returned my calls. I looked up Tae Kim and he immediately responded and welcomed me to his office. Mr Kim is the utmost professional and he took care of my taxes in the most professional manner. Thank you and I?ll be seeing you next tax season Alphonse
We were looking for a new CPA closer to Temecula. We checked everyone out and we found Tae. He is prompt and responsive and he did a great job completing our personal and business taxes timely and accurately.
Tae is professional , kind, thorough, knowledgeable, did not make us feel rushed, he came up with a great tax strategy for us and we?re very excited to work with him.
This was the first year I used Tae for both my personal and business taxes. The process was pretty flawless. I'm definitely in good hands and super glad I found someone that is knowledgeable and detailed. Highly recommended!
We found our new CPA firm to do our taxes and help us with financial matters! Tae H. Kim, CPA and his staff were extremely helpful, professional, and responsive. We highly recommend them.
Tae was great. He was very informative and took his time going over any questions I had. I will Definitely be coming back next year.
Tae is awesome. He made my tax season simple at a very reasonable price and I look forward to coming back for years to come.
Although we have only had a consultation meeting, we found Tae to be knowledgeable, professional and pleasant to work with, looking forward to our next scheduled meeting.
Tae is a financial genius! Got my stuff sorted with a breeze and made tax season way less painful. 10/10, would recommend!
Peace of mind. That's what you'll get with Tae taking care of your tax needs. Thankful to have found him. Knowledgeable, reliable, trustworthy, friendly, and professional. What more could you ask for?
A fantastic CPA whom can help you thru any of your tax filing and situations. Their customer service and timely responsive manner was great thru the whole endeavor. They helped us out thru both our company business as well as our personal taxes. It is great to have a one stop shop for all your tax needs. Their pricing is very comparable to other cpa firms and they are easily worth the price! Check them out!
Tae was extremely quick and knowledgeable. He made the process super easy for us.
Responsive, informative, patient, concise. Added bonus, kind and easy to communicate with!
Tae was knowledgeable and professional. I will be recommending him to family, friends, and coworkers.
He is the best CPA! I am totally satisfied using his client portal to input my personal information safely and submit my taxes electronically.
Always available. Helped my wife and I throughout the tax planning and preparation process. Looking forward to workiwith him in the foreseeable future!
Very fast service! Appreciate Steven's help!
Highly recommended. Very knowledgeable, competent and professional.
polite, professional and posesses an encyclopedic knowledge of the tax code like no other person on earth!
Kind, experienced, and humble. Great working with them!
Easy to work with. Great service
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.