*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.*
3000 W MacArthur Blvd STE 650
Santa Ana, California 92704
We've been working with tax law reseach for several years now, and I couldn't be more satisfied with their services. As a business owner with multiple companies in California, it's essential to have an accountant who understands the unique needs of my businesses. Mr. Oz goes above and beyond, visiting my locations to get a real feel for the operations, which helps them tailor their advice and strategies to maximize efficiency. They handle all of my taxes, profit/loss reports, and financial planning with pre
I've had a great experience working with Tax Law Research. The team is efficient, knowledgeable, and always responsive to my business needs. Ozhan and the firm make the entire tax process stress-free. Highly dependable and professional service.
It is my 3rd year working with TLR and I've had an excellent experience with Oz (TLR) for my tax needs and business formation. He's knowledgeable, professional, and made everything smooth and stress-free. Highly recommend his services!
Oz and David helped us figure out the right salary for our S Corp, and it made such a big difference. He explained things in a way we could understand and made sure we're doing everything the right way. Really glad we had his help. Definitely recommend... Joshua also did a great job delivering our requests and arranging everything properly...
My Experience Working with Tax & Law Research, Inc. Working with Tax & Law Research, Inc. has been a really pleasant and smooth experience. Especially Ozhan and David have a deep knowledge of areas like Wyoming LLC formation, accounting, and taxation. Their approach is truly unique, and they're always focused on providing the best service. This makes them a reliable choice in this field. Having received excellent service for the past three years without any issues, they truly deserve my thanks. When deali
We worked with Oz and his team on forming our business, and the process was easy and professional. We're excited to continue working together on income tax filing and other services. Highly recommend!
I've been working with TLR for almost 2 years, and they are truly the best at what they do. They've provided invaluable support in building my business, giving me the right information, resolving all my tax issues promptly, and always being responsive and efficient. Thank you to the amazing team!
TLR - Tax & Law Research has been great with managing our corporate return, payroll, and sales tax filings. They're super reliable and make everything so easy to deal with. Definitely recommend them for any business that needs solid tax and payroll support!
I came to TLR - Tax & Law Research upon recommendations to open a company and I was very pleased. I would like to thank them for being warm, friendly and facilitating my work without any problems. It is a very professional and corporate place, I recommend it to everyone.
I've been working with Oz and his team since 2021, and they've been awesome! They really know their stuff when it comes to tax planning and figuring out the best tax setup for my business. Super reliable and easy to work with?I'd definitely recommend them to anyone needing solid tax advice. Laguna Creations - Business Owner
We thank them very much for the company establishment and consultancy services they provided. We especially thank Mr. Ozhan. He responded quickly to all our transactions and took care of them in the best way possible.
Working with Tax & Law Research, Inc. and Oz?s team has been a truly positive experience. Their expertise and clear, consistent communication made tax preparation straightforward and hassle-free. I highly recommend their services to anyone seeking dependable and professional tax support.
I used their services on an ITIN application, as well as personal and corporate tax returns. I'm extremely satisfied with their service and highly recommend them! Their responses are always fast and accurate!
David and Oz have been helping me with my income tax return for the last two years. They get back to me quickly every time I call. I couldn't be happier.
They provided great support during my company formation and ITIN application process in the U.S. They are professional and meticulous in their work. I'm very satisfied with their service and highly recommend working with them.
I ve been getting tax and any kind of financial services for myself and my company for 2 years, always reachable to the team and even to the owner when i need. Cant thank enough. Sent also many friends i want my referral :) no just kidding . Go for it dont hesitate
I have worked with them on personal and corporate tax return. They are always reachable and provide the most accurate answer based on tax law. Also, their customer service is amazing. I recommend them to everyone.
Excellent service! They assisted me with my tax declaration and ITIN application seamlessly. I'm very satisfied with their professionalism and efficiency. Highly recommend!
I would like to thank Oz at the company for their excellent assistance in helping us with our businesses, tax preparation and annual accounting. His expertise, support and helpfulness made the process smooth and easy. It is a pleasure to work with him. I highly recommend his services to anyone in need. Great work!
We're also working with them on income tax filing for both me and my husband, and it's been such a relief knowing we're in good hands..
Had the pleasure of working with Oz at Tax & Law Research, Inc. Efficient, clear, and remarkably stress-free ? this team truly knows their stuff. Highly recommend for anyone in need of top-notch tax service. Excellent..!!!
Mr. Ozhan is a helpful and very experienced person who does his job very professionally, his benevolence and sincerity make this situation even better, he is a reliable and honest person, I thank him very much for his help and teachings, I direct everyone I know to work with him, you know, Tax America is a business that requires attention and experience, I wish him and his team success.
From the moment I began working with Tax & Law Research, Inc., I felt I was in capable hands, especially with David leading my tax preparation. His professionalism, combined with a personal touch, made what could be an intimidating process, genuinely pleasant. David's meticulous attention to detail and the way he took the time to explain and clarify every step was truly commendable. I was particularly grateful for his patience in answering my myriad of questions, ensuring I was informed and comfortable at
We recently engaged the services of the tax and law research firm and were exceptionally pleased with the high caliber of their bookkeeping and taxation services. Notably, the expertise of Ozhan and David became evident, particularly in the specialized areas of opening a Wyoming LLC, bookkeeping, and taxation. The firm's distinctive approach sets them apart from others, underscoring their unwavering commitment to delivering top-notch work. Clients can anticipate receiving exceptional service coupled with a
The best accountant that I work with.Its really easy to contact with them and get respond for all my questions.Im really appreciate for Mr. Ozhan.
Always trustable, consistent and good work. With ?zhan, you cant lose, you dont lose. Im %1000 reccommended.
"Recently, I had the opportunity to work with an accounting firm located near Riverside, and my experience was overwhelmingly positive. From the outset, their team demonstrated a high level of professionalism and expertise in handling complex financial matters. The firm's staff were not only knowledgeable but also incredibly patient and clear in explaining various accounting principles, which I found extremely helpful. I was particularly impressed by their use of up-to-date technology which made the entire
It is hard to find such a qualified person who can do his job well. I am very happy to have met Mr Ozhan.He is best?
Thanks for all accounting services ????
(Translated by Google) Hello everyone. My tax transactions were made incorrectly by someone else and I was owed tax. I met Mr. Ozhan through someone else. Mr. Ozhan organized my tax transactions perfectly and I got rid of my tax debt and received a tax refund. Mr. Ozhan is a very honest and perfect person who does his job very well. I thank Mr. Ozhan endlessly, I am grateful to him, may his path always be safe, greetings, love, honest person. (Original) Herkese slmlar. Benim tax i?lemlerim ba?kas? taraf?nd
(Translated by Google) We completed tax declaration, tax license certificate and company closure transactions with them, I was very satisfied. You can work with them with peace of mind. (Original) Kendileriyle vergi beyannemesi, tax license certificate ve ?irket kapatma i?lemleri ger?ekle?tirdik, gayet memnun kald?m. G?n?l rahatl???yla ?al??abilirsiniz.
(Translated by Google) It is a company that is very professional, reliable and interested in business, ready to support in every aspect? Especially thanks to Mr. ?zhan. Good Work? (Original) ?? konusunda ?ok profesyonel, g?venilir ve ilgili, her konuda destek vermeye haz?r bir firma??zellikle ?zhan Bey?e te?ekk?rler.?yi ?al??malar?
(Translated by Google) Mr. ?zhan and his team's expertise, helpfulness and communication in accounting and tax processes are excellent. I plan to work together for many years. I definitely recommend it. (Original) ?zhan Bey'in ve ekibinin muhasebe ve vergi s?re?lerinde ki uzmanl??? yard?mseverli?i ve ileti?imi harika. Uzun y?llar birlikte ?al??may? d???n?yorum. Kesinlikle tavsiye ediyorum.
(Translated by Google) We would like to thank Mr. Ozhan and his team. They helped us a lot during the company opening process. ?? (Original) Ozhan bey ve ekibine tesekkur ederiz. Sirket acilis surecinde bize cok yardimci oldular. ??
(Translated by Google) I would like to thank ?zhan Bey and his team for their close attention and care throughout the entire process. I definitely recommend it. (Original) ?zhan Bey'e ve ekibine t?m s?re? boyunca yak?n ilgi ve alakalar? i?in ?ok te?ekk?r ederim. Kesinlikle tavsiye ediyorum.
(Translated by Google) You will feel safe with his communication and helpfulness. I definitely recommend him. (Original) ?leti?imi ve yard?m severli?i ile kendinizi g?vende hissedeceksiniz kesinlikle tavsiye ederim
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.