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Tax Pro USA

Tax Pro USA

Reviews Summary

Customers consistently praise Tax Pro USA for exceptional service, highlighting their professionalism, responsiveness, and expertise in resolving complex tax issues. Many report significant reductions in tax bills, including cases involving large debts or non-collectible status. The team is commended for clear communication, timely updates, and making stressful situations manageable. Clients appreciate the patience, knowledge, and support throughout the process, often noting relief after years of avoidance or poor experiences with other companies. The overall sentiment is overwhelmingly positive, with strong recommendations for their tax resolution services.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Freelancers
Expatriates
Individual Taxpayers
E-Commerce
Real Estate
Healthcare
Professional Services
QuickBooks
Multi-state Experience
Local Tax Credits
Remote Services
Bilingual Services
Years of Practice
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

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Startups
Freelancers
Expatriates
Individual Taxpayers
E-Commerce
Real Estate
Healthcare
Professional Services
QuickBooks
Multi-state Experience
Local Tax Credits
Remote Services
Bilingual Services
Years of Practice
CPA License

Contact Information

Address

20250 SW Acacia St #200

Newport Beach, California 92660

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-5PM
Tuesday 8AM-5PM
Wednesday 8AM-5PM
Thursday 8AM-5PM
Friday 8AM-5PM
Saturday Closed

Customer Reviews

Absolutely five stars! I can't say enough good things about my experience with Tax Pro USA. The process was smooth, efficient, and surprisingly stress-free. A huge shoutout to Sacha and Lauren for their outstanding customer service?they were incredibly knowledgeable, patient, and attentive throughout the entire process. They took the time to explain everything clearly and made sure every deduction and credit was accounted for. If you're looking for expert help and real savings, this is the team to trust. Hi

Five stars for helping me with my business!!! I was behind many years for my payroll taxes and owed about $20,000. They helped me fix my problem and I promise I will never let this happen again!! Baron has taken care of my case from start to finish and he is very thorough and has excellent customer service skills. Definitely recommend if you are facing a problem with your business taxes especially payroll.

Tax Pro USA is a world class team of professionals that helped guide us through a complicated process. Super grateful for their expertise, timeliness, and professionalism. They saved us a ton of money and helped us feel at ease and supported. We'll never go anywhere else for our tax needs. Thank you!!!

Tax Pro USA was an absolute life saver for me and my family. We were facing a 20K+ tax bill and they negotiated it down to a fraction of that amount! The staff was professional, knowledgeable, and responsive, which made me feel comfortable and at ease during the whole process. I cannot recommend them enough!

I've been working with this team on my back taxes I am very happy with the customer service with Sacha, she is wonderful and replies to me very fast! Which was a big issue I had with another company Optima. They are able to reduce my taxes for a lot less which is a blessing!

Excellent customer service! Sacha is extremely professional, sweet and calls me to update me on my case. I'm happy to finally be done with this tax mess. They were able to get me into a non collectible so I do not have to pay anything to the IRS!!!

My wife and I were in deep trouble with the IRS, we owe over $150k. we ended up going with another company called TRA but after MONTHS of no contact, nobody reaching out to us, and several thousands of $ paid, we heard a radio commercial for Tax Pro USA and gave them a call. Their team is not only professional, they answer the phone!!! They email, they update us right away. We know exactly what is going on with our case. We have approval for a non collectible status!!! Just waiting on the letter in the mai

These guys are great. I've been avoiding my taxes because I thought the situation was a big mess but Tax Pro sorted it out quickly and it actually wasn't that big of a mess. I'm glad I stopped avoiding getting this handled because it's a big weight lifted off my shoulders.

Thank you Baron and team for assisting me with my tax bill ($171k). I truly appreciate your support during a stressful time. I'm grateful for your patience and guidance.

More than willing to help and definitely punctual!!! called me back immediately, told me exactly what to do and didn't leave no room for error.

I highly recommend this service! Lauren was so patient and made sure all my questions were clearly answered. She really put me at ease throughout the process.

Loved these guys. Clearly knowledgeable and patient. Helped me work things out and make sense of it all. Recommended.

I've had the best customer service and Lauren is such an amazing person

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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