Tax Alchemy

Tax Alchemy

Reviews Summary

Overwhelmingly positive (5-star) reviews highlight Tax Alchemy's transformative impact, praising their expert tax strategies, personalized guidance, and supportive community. Clients report significant tax savings, wealth-building insights, and exceptional service. A few critical reviews mention high costs and unmet expectations regarding service scope. Most emphasize the team's responsiveness, education-focused approach, and life-changing financial benefits. The consensus is that Tax Alchemy delivers substantial value for those committed to tax optimization and wealth growth.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
High-net-worth Individuals

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

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
High-net-worth Individuals

Contact Information

Address

4 Centerpointe Dr

La Palma, California 90623

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Absolutely Outstanding Tax Planning Services! Working with Tax Alchemy has been a total game-changer for my finances. Their team is not only incredibly knowledgeable, but they also take the time to understand your unique situation and goals. I was blown away by how much money they were able to help me legally save through smart, strategic planning?things I never would?ve known to do on my own or with a typical tax preparer. They don't just file your taxes?they actually plan with you to create long-term be

What started as videos I watched on YouTube has turned into an amazing professional relationship. Tax Alchemy has saved me thousands of dollars in taxes and has increased the money that stays in my pockets. I highly recommend them. The team they have assigned to me have been great and quick to respond to my countless questions!

Was initially hesitant on using Tax Alchemy for tax advice as the cost was quite high but it's worth every penny. They will work with you to come up with a tailored plan that works for your situation. I'm a W2 employee with above average income and I was pleasantly surprised to find out I will be getting money back from taxes paid throughout 2024. You also learn new concepts and get a better grasp on the tax code. It will take an effort on your end as well to be successful but if serious about reducing tax

Knowledge is power and Tax Alchemy has sharpened my mind and exposed me to opportunities that I would have never come across in my lifetime had I not joined Tax Alchemy. I definitely got my ROI and more. What I love is they keep coming up with new opportunities leveraging the tax code to build your wealth. I love it.

Working with this team has been nothing short of transformational. It is incredibly rare to find a company that not only offers advanced tax strategy but also approaches it with a long-term vision?focusing on building generational wealth and creating streams of passive income. It's truly a win-win-win. Collaborating with Karlton and the team has completely changed our trajectory. Their strategic insight and depth of knowledge around tax planning are unparalleled. Equally impressive is working with our stra

I had an excellent experience working with Tax Alchemy. Christine, my tax strategist, was outstanding ? knowledgeable, responsive, and incredibly helpful. The entire team, including Kyle and Karlton, demonstrated a high level of professionalism and dedication. I highly recommend Tax Alchemy to anyone seeking expert tax guidance and support.

These guys are exceptional. Before I joined the program, I was not aware of how many strategies we can use to lower the tax bill. In addition to that, slack channel service they provide to ask questions 24 x7, is such an invaluable tool, where you can get all your questions answered. I did not felt even one time, they got pestered with my continuous pondering questions. Greatest thing is they will teach you in detail on each strategy, which will open up for many other ideas. Best thing as a bonus, you

If you are thinking about joining just do it. Best decision I have ever made from a business, personal, and well-being point of view (outside of wife and kids ofcoarse :-)). Karlton and his team bend over backwards for you and give you the support you need throughout the year and beyond. Its more than just taxes as they have contacts for investments and each member is open to share their ideas and experiences throughout their journey. Its a wonderful group of people and I am happy to be a part of the fa

Been a Tax Alchemy Private Member for 3 months. It has been a life changing experience. The team at Tax Alchemy teaches you everything you need to know about tax optimization but also walks you through every step along the way and introduces you all kinds of investment opportunities based on a white glove mentorship experience. Each member gets assigned a team of experts whom you interact with weekly to push you along your journey towards zero tax. For my situation it was super late in the year to be

I had a very disappointing experience with this company during an introductory call with Nicole Erickson. At the end of the call, she was extremely pushy and asked me to make a $12,000 downpayment right away?before I was even given the chance to review any formal agreement.

Tax Alchemy opened my eyes to a whole new world of strategies on how to save on my taxes while having a short term rental. I knew that real estate was where the rich legally followed the IRS tax codes to avoid taxes buy TA taught me in detail of how its done!

The team at Tax Alchemy has Excellent Service and attention to detail. They are skilled in their Craft. Christine has been extremely helpful in setting up my tax strategy.

The package they sell you on is promoted to be much more than what is actually delivered. They will set you up with a realtor which isn't a benefit worth paying for. Then you will receive access to information that is mostly available on the internet for free with a little research, a cost segregation study and a couple meetings with an employee that will check in with you. Save your money and just contact a cost segregation company directly. The rest of what they sell you on is not worth the money they cha

The entire Alchemy family have been a tremendous resource to my business. Not only with tax savings but with long term best practices. I am very confident that I have all the tools to be great with this team assisting me.

The entire team is comprised of brilliant professionals who simplify even the most complex tax matters, making them easy to understand and apply. They are not only highly responsive but also genuinely caring, ensuring an exceptional experience every step of the way. Cannot recommend them enough for their expertise and dedication!

Karlton and his team are extremely knowledgeable and enthusiastic about taxes. They take their passion for the tax codes and leverage that to craft strategies around how to structure assets and build wealth. Their coaching, lessons, and guidance have helped entrepreneurs and small businesses save a ton on taxes.

The Tax Alchemy team is committed to helping its clients navigate the complex U.S. tax landscape through continuous education about legal tax planning strategies.

I was somewhat skeptical at first because it just seemed too good to be true to potentially not pay anything in taxes. In retrospect it's probably one of the most important decisions that I've made in my life. Not only did I learn legal tax strategies that the 1% has been using but more importantly being in the inner circle forced me to have a 1% mindset. Failure was not an option; every financial problem had a solution. However, this program is not for everyone. If you're willing to put in the work and tru

Tax Alchemy services has changed lives (including mine)! If you are tired of paying unnecessary taxes, enroll. Take my advice, you won't regret it. The clarity of the education is unparalleled! Research it and find out for yourself! Karlton Dennis and the Tax Alchemy team are life changers!

Working with Christine and Karlton Dennis team have been fantastic. Thanks Christine for all your hard work.

Tax Alchemy has been literally life-changing. The team is composed of pros, and the community is supportive, like-minded, and awesome!

By far the best resource for tax strategies and answers to all questions you might think of by ?Action in the Chat?. Karlton, Avette and Kyle are top notch.

they have completely changed the game for me, they have taken the time to teach me every single thing there is to know about taxes, not just once and then leave you hanging, they continue to educate me and everyone involved is a great person let alone a great professional.

Great team that's not only knowledgeable but helpful. The community is great as well, I've met so many inspiring people.

Awesome company that truly care about their clients. They are also very advanced and personalized in their advice. Would definitely recommend!

I just a small candle business, I do have LLC and a s Corp how do I file it on 2023 tax.

Helping me reduce my tax bill. 10/10 service

The entire staff is knowledgeable, friendly and helpful with wealth of information

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.

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