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Tax Relief USA

Tax Relief USA

Reviews Summary

The overwhelming majority of reviews praise the company for exceptional tax relief services, highlighting significant debt reductions (from $50K to $1K, $1M to $10K, $17K to $500), professional and responsive staff, and stress-free resolutions. Many emphasize trustworthiness, expertise, and personalized care. A few negative reviews cite aggressive spam calls and distrust, but these are outliers. Most customers highly recommend the service for IRS negotiations and tax filing, describing it as life-changing and worth every penny.

About This Listing

Audit
Tax Preparation
Tax Planning
IRS Representation

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

Audit
Tax Preparation
Tax Planning
IRS Representation

Contact Information

Address

20065 Stevens Creek Blvd B-1B

Cupertino, California 95014

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

I'm so happy that I was able to work with Marcelle and her staff. She helped me greatly reduce my debt to the IRS: from $17,000 to $500. I highly recommend her if you are having trouble with tax problems. She's good at negotiating tax fees to a lower price. Also, to other people who helped about were Maya, Connor, and Sharon.

Tax Relief USA has been a great help to me over the years. Marcelle and her team have been wonderful helping me with tax related problems. They are professional and trustworthy. When I went on my first appointment, Marcelle worked immediately with the IRS and found me a workable solution. I continue to have my taxes filed by Tax Relief USA and I can always call Marcelle for any concerns that come up. Thank you! M. Reyes

Marcelle, Melissa, and staff did an excellent job solving my tax issues. My visit at the office was less than thirty minutes and Marcelle explained the whole process and made me feel at ease. We continued to communicate though emails and over the phone. They were very responsive, helpful, and professional. I'm glad we met. I highly recommend Tax Relief USA for all of your needs.

We cant emphasize how impressed we are with the service we received from Marcelle, Melissa and the staff, they did an excellent job taking care of our case that other companies weren't able to resolved. After many times of going back and forth negotiating in our behalf with the IRS we will never forget when Marcelle called to give us the amazing news that our offer was accept and reduced our dept from $1,000,000 to $10,000 dollars. This huge weight that me and my wife drag for years was removed from our sho

Marcelle took our case and worked diligently to get us on a payment plan that we could be comfortable with. We loved working with Connor as he was very detailed oriented and extremely responsive. In short, this team worked on our case over several months and it resulted in a payment plan that we could not have received working directly with the IRS. This service is worth every penny spent!

When I first time I met Marcel, Chris, Bob & Kiro and the rest Tax Relief USA awesome team! I still remember the relief and the assurance I felt when they took me in took care of my complicated tax problems and bad audit of our workers comp ordeals, as soon as I walked in to there office they patiently explained to me the situation and how they gonna tackle the problem, They put my worries at ease by ensuring me that my case is personal to them, they fought a long battle of negotiations and reasoning in my

Loved working with Tax Relief U.S.A. this past year to file my taxes. This was my first year filing as a business and they made the process so simple and even a bit of a joy! I don't think I have ever been that calm around tax season. I highly recommend their services!

Hmm where do I start?Tax Relief USA is always there for me when it comes to my tax needs. Whether it's advice on how to save on my taxes, or assist with how to do the books for my side photography business. Getting information to and from them is easy and convenient, and they are incredibly responsive and explain things well. Couldn't recommend them more.

This is an extremely aggressive and abusive organization and the last thing you should do is trust them with any information or money. These people called me 5 times a day for months. I did not inquire about their services anywhere, nor are they at all relevant to me. I am already on the national Do not Call list. They have a robo call receiver that gives you an option to be removed from the list, but of course that doesn't work. When I got sick of it one day and answered one of the calls, I again asked to

i had over a $50K tax bill and they settled it for me for only $1,000. They are very reasonable priced and I truly recommend them and anyone with a tax problem should only go to them not to the other companies that supposedly help you for a whole lot more cost. They are profession, responsive and do excellent quality work and a great value.

I do not have word's to describe how happy I am to find this good people. I was estres, worry, and sometimes couldn't get to sleep for my situation with the IRS. But after following a all the good reviews that this office has, I'm glad by not making a mistake on going to the wrongs hands. thank you so much TAX RELIEF USA. all of you are very good people helping folks like me getting back on track. THANK YOU VERY MUCH !!!!!!! QUE DIOS LOS BENDIGA SIEMPRE!!!!!!

Hi Natalia, I wanted to thank you so much for all your help with this matter. I am truly impressed by how quickly you and your team were able to resolve this for me and I couldn't be happier!!

Spam Calls from a phony number, terrible business practices!

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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