*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.*
901 W Civic Center Dr STE 200
Santa Ana, California 92703
THEY ARE THE BEST!! My problem started when I went to H&R Block to file my tax return?.. I ended up with a letter from the IRS saying I owed them 16,000$. Tax accounting bureau took over and amended my old tax return, after everything was done they settled my tax debt down to about 2,300$. They were very professional and understanding with my payment schedule too.
I never thought I was gonna have to deal with the IRS coming after me. I received a certified collection letter from the IRS and had no idea why. I saw tax accounting bureau on Facebook and called. They were able to brake it down for me step by step without charging me a ton of money like the other places I called and there were no surprise fees. In the end they were able to settle my Back tax debt for $565 when I originally owed the IRS $54,000. God bless you tax accounting bureau they only charged me $4,1
They help me with my tax situaci?n Great customer service they are very reliable and honest Thank you! They saved me a lot of money .
Tax accounting bureau took care of everything for me. I received a crazy irs letter and I didn?t really understand it until I called them and they explained it to me, as well as all my options. After going through their program I only had to pay $970 broken into 5 payments when I originally owed a little over $45K?.. I was hesitant to give their program a shot but when it came down to it they did exactly what they told me and they always kept me in the loop. I will continue to work with them this coming 202
I called them because I got a IRS letter in the mail saying I had to pay $14,000 or my property would be seized and I had no idea why. Tax accounting bureau fixed the errors on the tax returns and I walked away owing nothing! If you?re looking for tax help they?re the right people.
They really saved me!! I called them thinking I would have to pay the majority of what I owed the the IRS but once they finished their investigation they explained all my options and in the end they settled everything I owed for $485. I highly recommend them to anyone dealing with IRS problems
Great customer service, great communication, and flexible pricing. Tax accounting bureau helped me and my wife fix our businesses tax return and our personal 1040 as well! Their process was actually a lot more simple then I originally thought. 10 out of 10 experience.
GOD BLESS Tax accounting bureau! They helped me finally get a grip of my tax situation after I let it get out of hand for soo many years?. I had no idea where to start but they did everything for me, all I had to do was give them a little information and sign some documents.
(Translated by Google) Thanks to them, I saved thousands of dollars. I especially want to recognize Jose and Jorge for being so patient and attentive with me. I owed them $48,000 in taxes to the IRS, and in the end, I only paid $245. They truly care about helping you and are good people. Thank you, Tax Accounting Bureau! (Original) Gracias a ellos me ahore miles de dolares. Quiero especialmente reconocer a jose y Jorge por ser tan pacientes y atentos con migo. Yo les debia 48,000$ en impuestos al IRS y al
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.