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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.*
5530 Corbin Ave #226
Tarzana, California 91356
During my first year running a small business, I ran into serious tax trouble simply because I didn't know what I was doing. Their team stepped in, handled everything with professionalism, and completely turned things around. They didn't just save my business they saved my peace of mind
I was facing a tax lien and had no idea what to do. Tax Advocate Group jumped in fast and got it removed after negotiating a payment plan. I appreciated how they kept me updated throughout the process.
Excellent service. Always available, very clear, and has helped me tremendously optimize my taxes. They helped me with all the paperwork and set up payment plans. Highly recommended for anyone looking for peace of mind and tax efficiency.
My experience was terrible. This company is definitely a scam! And I'm back foe another review but in more details. I enlisted the Tax Advocate Group because I received one of many letters and post cards from different places and I chose them. In the beginning we spoke they were kind and patient and professional.( of course because they wanted the $$$) They asked me questions about all the debt I had and I answered every question but what I thought was strange I was verbally telling them about all the debt
If I could give a negative ten star I would. This company used my emotions and stole over $12,000 from me. I contacted them for help with IRS bill because I thought I was contacting Tax Advocate Services, which works directly with the IRS. This group does not and they will prey on your life and savings and nothing you give them goes to the IRS. They lie and lie and lie and steal your money and mental health. Please be aware of this group of scammers. TAX ADVOCATE GROUP DOES NOT WORK FOR THE IRS and will onl
Scammers go else where for help. My case has been ongoing since 2019 and I paid them about $6000, they don't provide updates all they do is call you to ask about assets and that's it. If you ask for an update they transfer you to a ?supervisor? and he gives you the run around, today they called again asking for assets and they wanted me to pay them another $7000 to continue to represent me. I declined to pay them any more money which I rather use to pay the irs. Stay far away from this company. They will a
Hiring Tax Advocate Group was the best decision I made. They took over my case, dealt with the IRS, and got my tax debt reduced. I finally have peace of mind.
Thanks to Tax Advocate Group, I feel like I've been given a second chance. I can manage my finances again without the IRS constantly looming over me.
I was initially worried about how long it would take, but Tax Advocate Group acted swiftly. Within just a few weeks, they found a solution, and now my tax debt is under control and manageable.
I tried fixing my tax issues on my own but got nowhere. Tax Advocate Group knew exactly what to do. They worked with the IRS and got me the best deal possible.
The team here was super quick. They wasted no time in getting to work on my case, and I saw results much faster than expected.
Before I called them, I was losing sleep over my tax debt. They handled everything and found a way to lower my payments. I feel so much better now.
Jamie Roman was an amazing advocate for me. She was patient, understanding my frustration during the process and very, very knowledgeable. She and her team, including Attorney Scott, were awesome. I encourage anyone with any IRS or tax issues to contact this agency for help! You will be very glad you did!!
I had IRS notices piling up, and I didn't know what to do. Tax Advocate Group stepped in and handled everything. Now, I don't have to worry anymore.
I feel like a huge weight has been lifted thank to Tax Advocate Group stepping in and dealing with the IRS for me.
TAG truly lives up to their name?and even goes beyond expectations.
I started with Tax Advocate Group 2 years ago, the only communication I received is when I called them! They have filed my tax years and they are not correct and now will not talk to me to discuss, when I call they answer and immediately transfer me back in the waiting que. I paid $5000 with the notion of tax forgiveness. I was told I was accepted into the program and now being told something different. I've spoken with Michelle who was totally rude and blantly told me $5000 is nothing, look over the years
Although Tax Advocate Group's pricing was reasonable and included no unexpected costs, I was concerned about the cost of hiring assistance. Their services were well worth the money!
They saved me thousands of dollars on my tax debt. Hire them ASAP if you are in tax ddebt.
I highly recommend this firm. They provided me with a consistently high-quality service that was tailored specifically to my needs. From the very first meeting, the attorneys took the time to meet with me personally. They listened to every aspect of my predicament and presented me with viable solutions to my particular situation. At every step, they took the time to explain the process in detail. Whenever I had any question, they answered it clearly and have demonstrated great kindness, patience, and overal
Tax Advocate Group helped me set up an affordable payment plan with the IRS. I owed $10,000 in back taxes, and they worked out a plan that fits my budget.
I have been with Tax Advocate Group for 2 + years and have gotten absolutely NO RESULTS from this firm. Unfortunately they are in CALIFORNIA or I would pay personal visit to their office. With so much SCAMMING going on these days, I am beginning to question whether I made a bad choice in choosing TAG. I have had several Case Managers ( who are NO LONGER with TAG), one thing I can say is they are VERY PROMPT in drafting my bank account each month. I called today and was placed on hold forever, called back
Last year, I found myself in a near desperate situation due to my accountant succumbing to an undiagnosed condition midway through preparing my taxes. He had worked with me for quite some time, so suddenly I was faced with finding an accountant that was trustworthy AND affordable. I am not completely savvy on the computer but I did some research and fortunately came across Tax advocate groupI read only positive reviews (hence, my writing this now). My former accountant was local and I was wary of working wi
I have paid 600$ to have 2 years of taxes done and have received nothing. They have a number that I call and it always goes to voice mail and I never get a call back. The guy I was working with Jared supposedly works in a different department so I can't talk to him. I'm going to have to hire an attorney or take then to small claims court. Ridiculous!
This company is a scam. They had my case for a year and absolutely nothing has been done. Everytime I press them for results, they get rude and aggressive and tell me they'll just return my money and drop me. That has happened multiple times. Most recently I said fine, return my money. Now, they refuse to issue a refund unless I sign an incredibly broad nondisclosure agreement that prohibits me from reviewing or discussing the company and their services, or lack thereof. I will NOT do that and communicated
Whenever I had questions, they were quick to respond. I felt like I was their priority. It's rare to find such reliable service these days.
I had multiple tax liens on my property, and I thought I'd never get out of it. Tax Advocate Group took on my case and got the liens removed. I'm so relieved!
TAG is great. Eric Is still in the process of resolving our tax problems with the IRS. So far so good. He's done a great job explaining to us the process and keeps us up-to-date on the status. I highly recommend you call them if you're having issues with your taxes
They filed all my returns , itemized ,finished, and filed everything in weeks not to mention I woke up the following week to my stimulus checks direct deposited in my account.They truly made the whole process simple and alleviated my years of stress and worries. I would absolutely recommend them to anyone that asked. Special Thanks to tax advocate group
Working with Angela has been amazing! She saved me so trouble much down the line when it came to my business taxes and payroll issues I was having. I'm so glad to have connected with them and will definitely be using them for anything Tax and IRS related.
My case was handled professionally, from beginning to end. My lawyer and consultant made me feel confident that my case was being handled in a timely manner. I am very pleased with the final results. It is my pleasure to reccomend Tax Advocate Group to anyone needing help with a tax issue.
Ashley is amazing , very knowledgeable and patient. I owe more then 130k IRS/STATE and I'm fix income how does that make any sense. She was able to prove that I can't pay for specially now after my husband passed. It's been a rough year finally something going my way . Hire them
It's such a relief to be in a better place financially and that would not be possible without Tax Advocate.
Upon our first phone meeting, Remy was very friendly and helpful in answering all my questions. He is clearly a true expert in the field because whatever doubts I had he cleared with professionalism and experiences. I like the fact that he has many clients in my industry and was generous to share values. I would definitely recommend Remy to all.
Incredibly smart tax professionals at the cutting edge of their field. Thoughtful, thorough and diligent. Jason was phenomenal in handling the crypto work at the firm, doesn't waste your time and is always professional. He has extensive knowledge of IRS! 100% would recommend.
Jude has been absolutely amazing in helping not only me but my entire family on Tax problems. She goes above and beyond to ensure that we, as clients, feel safe and assured about what we're signing up for. I highly recommend Milda to anyone looking for estate planning! :)
I was terrified of dealing with the IRS, but they resolved my tax issues quickly. Their swift action lifted a huge burden off my shoulders.
I had a very honorable experience with this company, and they actually came through and helped me with some debt issues. They really helped, and although I was skeptical (as I would be of any financial/debt/tax service company), TAG delivered on their promises. Good people.
Richy is among the most professional and knowledgeable tax consultant I have ever met. He provided excellent service and was always available for any questions I had regarding my case. I would highly recommend consulting with him !
Only one thing I can say about Lisa Marie from Tax Advocate Group, she is listed in my phone as "Life Saver". Not only is she one of the loveliest most energetic kind people you will ever meet, when things are getting really frightening and you are feeling under attack ( IRS ) , she will bring you the comfort that you need knowing that she has your back in every way. She knows her business like no other, and is a person you can absolutely count on to resolve your issue. What more can I say, if you found Lis
I give them a five star rating because the overall experience was incredible. They were very knowledgeable and took the time to explain everything to me in detail, so I completely understood. They were also very open and honest, highly recommend
The Tax Advocate Group team is very responsive, knowledgeable, thorough, and relentlessly work with you to properly communicate with the IRS and file all your back taxes and resolve any noncompliance issues.
I met with Ashley .... Hands down the upmost professional and knowledgeable attorney i ever met in my life. Easy to talk to and very accesible. i would strongly recommend her!
If I ever needed tax services again, I would easily choose them every time! Every question I asked they had a knowledgable answer. If they didn't have an answer they would find out, and give me a call back. This place is #1 in communication and knowledge!
This company is a scam. I get non-stop calls from them using all different numbers to contact me. When I answer its dead air. I call back and its them says I owe money to the irs and they can help. I repeat this company is a scam. I don't owe any money to the irs but somehow they got my number. Avoid them.
This company has Rude reception. I called and was placed on hold than the guy didn't answer any of my questions but hung up on me.
I was able to settle my tax debt for much less than I owed, thanks to the Tax Advocate Group.
They did wonders on my tax case. I owed over $40k, and they cut it in half! I couldnt believe it.
They were fast and they helped me get back on track. This is my first experience with taxes so hopefully it's for the better and my payments were very low.
I think they are a scam business, talked to them after initial payment to get my records,told them I just wanted a price for federal taxes done,the very next day I got a levy from irs,just a coincidence?
Text advocate group save my life I was having issues with the IRS I came to thumb skeptical didn't know if they was going to be able to help me they was upfront honest told me that they were going to do everything that they can and they delivered I recommend to family and friends and whoever is reading list
I called TAG for help with my taxes, I immediately spoke with a representative,explained my situation,I was transferred to a loan company who immediately approved me for a loan to pay TAG,the representative instructed me to file my taxes,he even spoke with irs and had some of them mailed to me,I was instructed to request the other years myself,I spoke to them in June 2021,I filed some of my taxes in July and some in September,paid one thousand dollars ,then the irs garnered my paycheck,I called TAG,when som
Tax advocate group gets 5 stars from Me they are very professional very outgoing kind knowledgeable on their work and they got me back more than I expected I will be coming back every year and I will recommend my family and friends
Incredible just incredible tax advocate group came in and handled the job they got my taxes together I couldn't ask for more great customer service communication was on point will tell a friend
Raymond is not only a completely engaging and competent case manager , but made this a very comfortable experience .I would recommend him whole heartedly. Thank you ! Raymond .
I only had a small IRS issue but the professionals at the Tax Advocate Group were able to quickly help me resolve it and pay was less then I owed.
I owed a lot in back taxes and fines, and they worked very hard to reduce my debt. Thank you.
They took 2500 from me even the I told then to give me my deposit back they insist that they where gona take care of my debt I call about this was 3/18/2019 I call last year and they told me I don't owe anything I told them to send me profile they said they will am now I get a Letterman saying I owe them money for those years
I am very grateful I was able to meet them because they were able to help me out in the problem I had been dealing with. I totally recommend them.
Tax advocate group customer service is amazing so communication was amazing they were very professional I would definitely recommend them to my family and friends
Mikey was a very informative person when it come to filing my taxes this year. He helped me as soon as I got in touch with him.
Trained very proffesionally trained.. I enjoyed the pleasant conversation I had with Mikey. I needed help as son as I could and he was able to help me out.
Total scam! Don't get fooled! Took my money I never heard back from them nor received a letter nor will anyone respond to my phone calls! BEWARE!!! ( All the positive reviews are fake)
I recommend tax advocate group they are spectacular they know exactly what they're doing they get the work done and I are very knowledgeable the people there are great it's like family when I'm there
amazing experience, very professional and on the ball with there knowledge fixed 20k debt ! would use again if i find myself in a bid
I had a very good conversation with Mikey. He explained everything very detailed with me. Highly recommend them.
Tax Advocate Group help me with all the questions that I had and pointed me in the right direction. Very knowledgeable 10/10 would recommend!
These guys helped me resolve my tax debt that I have had for about 6 years now. Cannot be more thankful to them for their assistance.
Scammers! Don't trust them. Stolen $8000 from me. I asked for the tsh papers to be shipped out to me and haven't received anything.
They definitely know what their doing. Great experience. Lovely staff. I'll go again next year..
Very informative, enjoyed the conversation I had with Mikey. I needed help fast and he was able to put me on a plan to get me out of this mess.
Margerie did everything she could for us and more! Love how the staff treat you like family!
Great customer service and response time, helped me set up a realistic payment arrangement and reduced the amount I owed.
I am so glad I found them they are total lifesavers.Defiently recommend.
Called with a question, Carrie answered everything and more ! I would definitely recommend her service.
Ashley caters to her clients to the max I love when someone truly loves what they do
So far they have made this a tolerable process. Lance was incredible to work with.
Thanks to them I was able to do the most I could with my problems . I do not regret going with them at all.
I loved how they helped me with what I needed and they were able to assist me when I needed the help.
Very good people highly recommend doing your taxes with them!
Couldn't have asked for a better experience doing my taxes for the first time!
Ask for Ashely she really helped me and knew exactly what to do and answered all my questions
Top tier service. Looking forward for my appt next year.
10/10 RECOMMEND. They are truly the best!
Amy is great I appreciate her and her team
Very respectful and knowledgeable. Extremely helpful
Respectful and helpful! Super efficient and reliable
Scammers do not trust them.
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.