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Tax Experts of OC - Best CPA Firm for Tax Preparation and Tax Resolution in Santa Ana, Orange County - California.

Tax Experts of OC - Best CPA Firm for Tax Preparation and Tax Resolution in Santa Ana, Orange County - California.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
Multi-state Experience
Remote Services
CPA License

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

Bookkeeping
Accounting
Business Consulting
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
Real Estate
QuickBooks
Multi-state Experience
Remote Services
CPA License

Contact Information

Address

3625 W MacArthur Blvd #310

Santa Ana, California 92704

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday 10AM-4PM

Customer Reviews

I had an amazing experience with Amin! He was incredibly helpful, patient, and knowledgeable. He took the time to answer all my questions and made sure I fully understood everything. His professionalism and kindness made the entire process smooth and stress-free. I highly recommend Tax Experts of OC to anyone looking for a reliable and efficient tax preparer!

The best and most affordable accounting, bookkeeping, and tax preparation services in OC in my opinion and experience! If you are looking for for a competent, honest, and very affordable CPA and Enrolled Agent, you may want to consider Tax Experts of OC. Why use other unqualified tax preparation service when you can get a CPA-EA for lower price at Tax Expertsof OC? Amin M. did a great job explaining the complex tax regulations, forms, and strategy to me. I highly recommend him.

Amin missed our consultation and multiple follow up emails. Wasted my time! Unprofessional and not reliable.

HIGHLY RECOMMENDED As a first time contractor and small business owner, Amin Memon assisted with filling corporate taxes. His knowledge and expertise made me feel at ease knowing he can take care of it all!

I would highly recommend Amin Memon CPA from the Tax Experts of OC. He did an excellent job on both of our business taxes & our personal taxes. He takes the time to explain things thoroughly and he is very knowledgeable. He came highly recommended & we will definitely be using him again next year! Thank you so much Amin! Jim & Linda Miller

My husband and I are so grateful for the services of Mr. Amin Memon. He is professional and detail oriented and very knowledgeable about the taxation process and rules. Highly recommend him.

Had a problem with my tax return, so I went to Tax Experts of OC, and Amin fixed it quickly. He's very knowledgeable, and I highly recommend him for anything tax related. Will definitely use his services again.

Terrible. Hardly an expert. Had an initial consultation today, he was screaming into the phone, did not answer my questions (nor hear them) - constantly interrupted me and was condescending. I can't imagine how he treats his real customers. He requested I do the consultation over the phone - then interrupted me saying he's too busy to do consultation over the phone. Inconsistent, unprofessional, hypocritical, loud and is definitely in my opinion heavily incompetent. I highly recommend stay way from this "ta

I have been doing my taxes for 20 years, and every 2-3 years we would change our taxman. When we found Mr. Amin Memon, we were so happy! He is very professional, responsible, and very patient. He does his job and finishes in 20 minutes or less! It?s amazing how quickly he finishes! I highly recommend Mr. Amin as your accountant or taxman. You will be very satisfied and not regret choosing him. Thank you Mr. Amin for doing a great job!

My experience with Amin was very good and just short of excellent. He kept in touch with me throughout the whole process and made the filing of the ERTC manageable. I would refer any of my friends and family members to him for any financial needs, he seems very knowledgeable all of the accounting that we used him for. Amin was very thorough and cautious making sure everything we were doing was correct for now and into the future, which I gave him great respect for.

Mr. Amin Memon, CPA is very highly recommended!!! he has done an outstanding & professional job in preparing & completing my 2023 Business & Personal Tax Return and in a very timely manner as he promised he would, plus his great Fees. Very knowledgeable, explained & answered all my concerns, sent me a proof to review & make sure all my questions are answered especially the details of my write offs etc. before he finalized and E filed my Tax Returns. What a relief to finally found someone who cares, patien

Amin is great at explaining complex tax concepts in a way that is easy to understand. He is great to work with and is very knowledgable.

Great service! Very responsive and professional! Will be renewing service next year!

Amin was able to take care of my taxes quickly, professionally, with amazing value. He answered all my questions immediately and advised me on areas my previous accountant had not. I would recommend Amin to all my clients and friends. thank you Amin!

Amin worked with our business on the ERC and we could not have been happier with the results. Amin is hardworking and honest. I fully recommend his services.

I found this place in an effort to do my taxes last minute. I stumbled upon them randomly but I?m so glad I did because I had an excellent experience here and I am so happy to have found my new go to tax place in OC. They made it super easy and I am very thankful. I will continue to use them in years moving forward.

I met Amir in person yesterday. He was very pleasant and asked me to leave a Google review for him.

As a first time customer, Amin provided detailed returns for me and excellent service. I will continue to use his services in the future.

Mr Amin is a very Honest and knowledgeable person. He does more what we pay him. I recommend him. He saved me a lot of money. Thank you Amin. Tabassum

Amin was very professional and guided me through the whole process of getting my taxes amended. I would highly recommend him to anyone looking to get there taxes completed.

This man was very fast and thorough and got the job done, actually, faster than I had assumed it would take. Very much recommended!

Happy with the services received. Mr. Memon answered my emails quickly. He is very knowledgeable about tax rules and the best thing to do for his clients.

My father has done his taxes with Mr Amin for the past few years and has had a great experience!

I?m so grateful for the professional efficient services that I received. I highly recommend Amin for any tax business needs.

Mr.Amin is very nice, and professional. I would really recommend his service.

Very pleased with Amin Memon, CPA. It was a very easy and pleasant experience. Especially when we got our refunds!! Highly recommend.

This is my second year getting my taxes done with Amin, and he never disappoints very timely and easy to do

Very responsive and knowledgeable. Got everything done digitally. Quality for a good price.

Alhamdulilah was able to do my taxes from home. It was the best experience.

I would recommend anybody, it?s a great service fast service and most important very professional and very honest.

Very attentive to details, asking questions to discover and apply all the up to date tax benefits available

Great services I would highly recommend anyone to stop by.

friendly, experience, fast. Recommended!

Answered a lot of questions for free! Very helpful!

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.