*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.*
9711 Holland St #1
Bakersfield, California 93312
The service, expertise, and professionalism I've experienced with Dana and Angel is unparalleled. They are exceptional at what they do! I was initially anxious about dealing with the IRS and had countless questions, but they guided me through everything with patience and clarity. Anytime I have a concern, they are always there to help. I'm so grateful to have discovered Tax Crisis Institute and plan to rely on them for years to come. If you're considering their services, don't hesitate - you won't be disapp
Dana was incredible. He got my tax debt down to zero. He made it simple for me and handle the problem in less than a year for something that was taking me over five years to solve. I can't thank them enough.
I initially spoke with Dana Ronalds over the phone then set a date to meet in person. We were dealing with a very unique situation. Mr. Ronalds reviewed our paperwork then provided us options and advised us on which option would be best for us. He is very honest and knowledgeable. I would highly recommend his services!!
Called to make an appointment but the receptionist was very informative and helpful. She relieved some stress and not to worry and explained with quick details. If I ever have tax issues will definitely call back and know I'm in good hands.
TCI is very responsive and dedicated to achieving the goals I set out for. Highly recommended for anyone with tax issues.
Dana was most helpful and helped us from beginning to end and took care of our tax situation with the best outcome. we recommend him highly without any reservations to help resolve any tax issues
I am a retired law enforcement Chief and a client of Tax Crisis Institute for over 30 years. Their professionalism is always evident. Tax time and throughout the year Dana responds to whatever your IRS issues are. In all this time I have been audited only once. The agent found no errors in my return and praised TCI. I highly recommend their services.
We came to Dana and Angelique in 2016. We were confused and way over our heads in tax debt! They have worked for us to solve our tax debt. They have always been there in our time of need, been quick to respond to IRS notices and saved us from wage garnishments. We are thankful for there help! They resolved our tax debt and our worries are behind us! Because of their honesty and transparency we continue to have them do our yearly taxes.
Dana and Angelique are great people to work with. I took my case which dealt with unpaid taxes and we managed to resolve the case within a short period of time....I was happy with the results and would recommend to anyone dealing with back tax issues.
Angel was extremely honest with me. She patiently listened to my case in detail and gave me very good advice. In my tax case, the best advice was to not take Tax Crisis Institute's services. I appreciate that she did not try and create a case where one did not exist nor take my money. She was very empathetic, knowledgeable and forthright. She was really a huge help with my tax situation.
I've been working with Dana off and on for 11 years. He helped us through the worst of the IRS agony. Dana was always there to help when I needed it. I would highly recommend him.
My aunt had some back tax issues that needed to be taken care of. I got in touch with Tax Crisis Institute and Dana was very helpful--she was empathetic and walked us through the entire process and helped my aunt to get rid of her tax debt. I would definitely recommend TCI for any tax related issue.
I don't usually review, but we're all stuck at home during a global pandemic. A few years back, I had a horrible experience with H&R Block, so my expectations of tax professionals are pretty low. To my pleasant surprise, the woman who helped was NOT Scrooge McDuck! Rather, she was an ANGEL -- sweet, charming, and VERY understanding about my tax questions and super clear with her answers. Within a matter of about 15 minutes, she heard my issues and was able to review my documents, troubleshoot, and identif
Dana Ronald and Angelique helped so much in taking care of our tax issues. Dana gave us the advise we needed and worked directly with IRS and the state to help resolve our problems. I would recommend TCI to anyone who needs help or advice regarding their tax issues. Thank you Dana and Angelique for taking away the stress!
I can't say enough or thank the Tax Crisis Institute out of Bakersfield California enough for their time and assistance. I contacted the Tax Crisis Institute hoping to arrange an initial consultation; I was shocked that the VP of the company answered the phone. I was even more stunned by her willingness to provide me with some insights and recommendations which could potentially save me thousands of dollars in settling my IRS issue. Thank you again and for anyone living in the area or using this service, I
I had an initial consultation with Angelique at her Las Vegas location. She was extremely knowledgeable and helpful. Angelique took the time to thoroughly explain all of my options. I was very impressed by her professionalism and expertise. She answered all of my questions, addressed my concerns and made clear recommendations according to my specific situation. I highly recommend Angelique and TCI.
Dana and his team have been working diligently with the IRS and myself to get me back on track. We look to be getting to the next major milestone very soon so I wanted to say how much appreciate their support throughout this whole process.
First and foremost, I did not come here first to see how TCI's customers reviews would be. But after speaking with Dana I have to say it is a privilege to write a 5 star review on behalf of him for his organization. He was able to explain to me the do's and dont's of opening up an LLC or Corporation. I can't thank you enough Dana how much information I was able to gather in a few short minutes and most of all you were willing to put my mind at ease without nothing in return. As with many on here I would def
Dana at Tax Crisis has been a great help in getting IRS collection actions STOPPED in the past when we needed it. When you are under the gun and stressed, you need a great guide to get you through the dark times. I recommend Tax Crisis Institute - they will get you through it.
I have had a wonderful experience using Tax Crisis Institute, my tax issue was really stressing me out until Dana put my worries to rest with good advice and patience. I would highly recommend to anyone with a tax issue to contact TCI. Thank You !!
I just had Monique from TCI call me to discuss my issues and I'll will tell you that I'm extremely happy how I was treated. She quickly had me realize that my situation was very common and could easily be corrected. She provided me the steps to act on on my own to resolve my issue. I highly recommend TCI to anyone in need of support.
On behalf of Arizona Bar Board Certified Tax Law Specialist Attorney Donald W. (Mac) MacPherson: I have known Dana for many years because we are both members of Tax Freedom Institute (TFI). Though the TFI annual seminars, monthly newsletter, TFI group e-mails, and the personal assistance of TFI's director, Dan Pilla, both Dana and I have been able to keep up to speed with cutting edge tax resolution. I know firsthand that a) Dana is knowledgeable, b) Dana is not shy to take aggressive and legal positions
Dana was recommended by my accountant to solve a back tax issue with the state. His consultation was invaluable and I would highly recommend his service.
Dana and Angelique have communicated with me and met with me every time I had a question. They made everything easy for me to understand and continue to help me when I need it.
Got a letter from FTB that made me very nervous. Contacted TCI and all my questions were answered. I can now relax. Highly recommended.
Just got off the phone with Dana and Angelique. Great people to work with. They took care of my back tax issue going back 5 years! Really relieved and would definitely recommend them
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I called tax crisis institute and gave Dana Ronald my name he remembered me from previous years gone by and said he would take on my case and he did a wonderful job i sent him all the paperwork he needed he took care of it on his end I didn't have to worry about a thing.i would definitely give Tax Crisis institute a 5 star rating and say that he would do you a great job
My CPA recommended this company for handling my back taxes. They are professional and very communicative. Would definitely recommend using their services.
I just got off the phone with Angelique. She was so helpful. She answered all of my tax questions. I would definitely recommend tax crisis.
I have been dealing with the Tax Crisis Institute for many years. I have found them to be professional, friendly and responsive to any questions and concerns that I and my clients have had.
Thanks to Dana, we finally resolved a 20 year old case with the IRS. We couldn't have done it without his help and advice.
Tax Crisis has helped me from day one. They are always answering all my questions and are professional about everything they do!
The best place to take your case. They are so legit to handle the case. Will guide you with the best possible way. Absolutely not the money eaters.
I wouldn't recommend anyone.
Great company and very kind, caring, knowledgeable people. Highly recommend
I just spoke with Dana. Wonderful person very knowledgeable and answered my questions right away. would definitely recommend.
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.