TaxLAB Strategies

TaxLAB Strategies

Reviews Summary

Overwhelmingly positive reviews highlight exceptional service, professionalism, and expertise. Customers consistently praise thoroughness, clear communication, and personalized attention. Many appreciate the ability to handle complex tax situations, provide strategic advice, and offer year-round support. Long-term clients emphasize trust, reliability, and seamless online processes. A single negative review cites appointment cancellation issues, but the vast majority describe outstanding experiences with fast turnarounds, tax savings, and peace of mind. Highly recommended for both personal and business needs.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
Years of Practice

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
High-net-worth Individuals
Startups
Individual Taxpayers
Real Estate
Professional Services
QuickBooks
State-Specific Experience
Multi-state Experience
Years of Practice

Contact Information

Address

100 Spectrum Center Dr #900

Irvine, California 92618

Hours

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

Customer Reviews

I had the pleasure of working with Lynne at TaxLAB Strategies for a new business endeavor, and I truly cannot recommend her highly enough. She went above and beyond to understand the unique aspects of my business space and got up to speed quickly and thoroughly. What stood out most was her consistent follow-up, clear communication, and genuine care throughout the process. Her honesty and integrity gave me complete peace of mind, and she was an absolute pleasure to work with from start to finish.

Lynne successfully handled my annual tax returns for both business and personal. She did a great job and filed them on time. I highly recommend Lynne and her firm for all tax and accounting related matters.

Lynn was very knowledgeable on various tax subject. She helped my family to file tax accurately and quickly with a short notice. Her work was done throughly with attentions to various details tailored specifically to my family's unique needs.

I began doing business with Lynne in 2023 after my previous accountant of many years retired. Lynne has been thorough, professional, and easy to work with. She has brought a number of issues to my attention that will help me to plan and prevent missteps in future. I highly recommend her. Steve Wikse San Clemente, CA.

We feel so lucky to have found Lynne! She is professional, caring and aways available for questions. You can'tngo wrong with TaxLab!

We've had the pleasure of collaborating with Lynne at TaxLAB Strategies. We are genuinely impressed by the service she provides. Lynne's expertise in tax strategies is top-notch. Her approach is not only knowledgeable but also compassionate. She has a knack for simplifying financial matters, making them easy to understand and navigate. With a vast network of resources at her disposal, Lynne has quickly and significantly benefited our family, which has set us up for prosperity. In addition to handling our t

Lynne is a true professional. She takes the time to get to know her client's needs and is very sharp when it comes to tax strategies. She is also very pleasant and professional to work with. I appreciate her use of technology to streamline the process of gathering documents and communication. Best tax professional in Orange County and conveniently located in Irvine.

Lynne is a tax and finance genius. This is the first year I used her services for tax filing because my previous CPA retired. I could not be happier with her work! I had a very complicated tax year with a lot of changes to my income and my multiple businesses. She navigated everything very professionally, and was highly communicative, kind, and very knowledgeable. She is an expert at what she does. I was in a position that potentially could have cost me thousands, but with Lynne's diligent research and tena

I have been working with Lynne Bray at Tax Lab Strategies for the past 3 years. One of my family members referred this company to me. Lynne Bray is very responsive and knowledgeable. She is patient with my questions and happy to jump on the phone when needed, and her advice is extremely helpful. I am so happy working with her. Thanks so much Lynne for your knowledge and expertise. I am so grateful to be working with you! Best, Sherri Ommi

Lynne has been doing my taxes since 2014, and I would recommend her to anyone. She's very thorough and professional, all while being very personable at the same time. Lynne makes it very easy to do everything securely online. I highly recommend TaxLAB!

Lynne We are completely satisfied with our 2021 tax preparation from Lynne Bray at TaxLAB. She is warm, skilled and highly professional. Her systems are extremely efficient. And Lynne responds quickly to questions. In addition, Lynne has been very generous to answer other tax-related questions during this year. We highly recommend her.

Lynne is wonderful! She is competent, responsive, timely, and proactive. She is trustworthy and thorough. She sees the overall picture and direction of our company and we can genuinely hand things over to her without having to oversee or double check.

I have been working with Lynne and TaxLAB for years now and I'll never switch. Lynne helped me navigate my way out of a very complicated tax situation years ago and I've been with her ever since. Not only is she an absolute professional, she is a genuinely good person who I have grown to trust deeply.

TaxLAB Strategies is amazing! Lynne is incredible knowledgeable on complex tax matters, very responsive, answers any questions we have, and explains everything extremely well. The best tax advisor we've ever had, and we highly recommend her to everyone we know!

Lynne at TaxLAB Strategies is an absolute professional providing top notch service. She has advised me on my personal taxes for years and provided astute advice for my small business plans. Can't say enough good things about her!

NOPE. I can't speak for her services because this accountant offers online bookings, which link to an online calendaring tool, but then she just cancels booked appointments without giving a reason. I even emailed her and asked why she cancelled my first appointment with her if her calendar allowed it. Days go by and no response. No text, call, or email to ask to rebook or propose another plan. If I don't warrant even a reply to her unprofessional behavior, there's no way I am using her services.

My husband and I had a wonderful accountant previously who retired. She helped us looking for a replacement and found TaxLab Strategies for both our business and personal taxes. Lynne has made the transition smooth and easy, with much great input and recommendations. Thank you TaxLab for a stress free experience.

Lynne was great to work with. She is kind, honest, and always quick to answer all of my questions. I would highly recommend TaxLab Strategies to anyone seeking a tax professional.

My wife, daughter and I get our taxes and helpful guidance for basic withholding planning done with Lynne and the wonderful staff at TaxLAB Strategies for several years. We have never been happier during one of the more stressful periods of each year - tax filing season. I highly recommend them for all of your tax needs! Terrence G.

The best Tax consultant I've had in many years. Lynne is up to date with all tax codes and any changes to those tax codes and procedures. Great financial Tax advise. Prompt and very professional tax preparation. I recommend Tax Lab. You will sleep much better at night knowing your in good hands..

We've been working with Lynne for several years now and all I have is praise for the work she's done. Lynne is professional with a personal touch and has always been available to answer all the many questions that have come up throughout the years.

Lynne is amazing and her work is exceptional. We have used her for years and will continue to do so. We highly recommend her for all your tax needs.

Lynne was responsive, knowledgeable and made filing our taxes a smooth process! Would highly recommend her for tax services.

Lynne?s been doing our personal and small business taxes for years. She's personable, accessible, does a great job, and has a fast turnaround time. I highly recommend TaxLAB to anyone looking for a tax accountant for their personal or business needs.

Lynne is a true professional. She cares deeply about her clients and works hard to find tax savings anywhere possible. Highly recommended!

Bringing a wealth of knowledge and experience, Lynne?s creative approach to solving critical financial challenges has been a breath of fresh air to us in the financial operation of our small but exceptionally busy enterprise. Her calm and concise manner in explaining complex issues, has served us well in resolving (and more importantly) avoiding critical tax pitfalls. She is a pleasure to work with and an asset to our business.

I met Lynne this year because I needed a Tax specialist since my previous accountant retired. On meeting her I was so impressed with her positive energy and immediately felt comfortable with her to handle our family taxes !

Lynne Bray has been our accountant in various business?s, C Corps, S Corps and personal finances since 2009, in 2016 I retired but continue to use Lynne Bray, the transition to retirement was complex, along the way she launched her own business TaxLab , we remain with her to the present day. In 2013 my C Corp had a 1099 Audit, accusing the company of filing employee?s as self employed for a number of years. Lynne took control of the audit, dealing with the IRS directly, 3 months later we were cleared of al

I have had the pleasure of working with Lynn for the past 6 years. TaxLAB has proven itself time after time to deliver exceptional service while minimizing tax where appropriate. Highly recommend.

Lynn is extremely smart, competent, efficient, thorough, professional, courteous and personable! You're paying for quality work, done with integrity. You will leave with a peace of mind knowing you have capitalized on all you can receive and pay only what is truly due.

Lynne has been doing my taxes for many years now. Her warm disposition, expert skill, and attention to detail make her second to none in everything you would want as an accountant and advisor.

TaxLab Strategies has been doing both my business and personal taxes for the past 15+ years. Obviously, if one isn't happy with a service regarding tax preparation you would hire another firm which is a big headache. TaxLab Strategies has ALWAYS been very responsive, accurate, customer oriented and ready to answer all those tax related questions we all have throughout the year. RECOMMEND very highly! Very happy with them. Linda

Great people that understand, listen and advise. Lynne has been spot on for me over the last 6 years. Very happy to recommend TaxLAB!

I recently needed a Tax specialist to complete my tax returns. Since my previous accountant retired, I was referred to TaxLAB AND Lynne. Their process to complete my taxes was effective and easy to use- Just upload the documents and my taxes were completed. Easy as 1-2-3!

TaxLAB Strategies for my taxes for several years and they do excellent work! My taxes for owning a few properties was complex and I am grateful to have TaxLAB help me sort through them. I am glad I have them so I can focus on the things I value in life.

I've trusted Lynne at TaxLAB with my taxes since they began. Great service, above and beyond what I could hope for, even helping out with complicated small business and messy personal finances. Thanks TaxLAB!

I was referred to TaxLAB from my trusted book keeper and TaxLAB was absolutely fantastic to deal with. I found Lynne B at TaxLAB to be very professional.

We love Lynne! She goes above and beyond to make sure things are done right and is always willing to help and answer questions whenever we need her

Lynne has been a great resource when it comes to taxes! She always answers any questions and makes filing taxes painless!

Lynn did a great job! I will be using her again next year.

Lynne's experience and work ethic are top notch and hard to find!

Lynn goes above and beyond for her customers, and always does a fantastic job!

We've been using Lynne for years and couldn't be happier. Always goes above and beyond

I have really enjoyed the professional and through services that TaxLAB Strategies provides!! It has helped me tremendously!! Thank you so much!

Lynne did a wonderful job of helping us file our taxes!

Absolutely love working with Lynn at TaxLAB strategies!

TaxLAB saved me with my taxes despite short notice and continues to do so every year!

Very professional and addressed all of my questions and concerns. I would highly recommend them. Thank you

Professional with excellent service, valuable guidance with integrity!

Outstanding and excellent service for five+ years!

Excellent service, communication and timing

Lynne is outstanding!!!

Exceptional service as always!

Could not ask for more !!!

Highly recommend! ????????

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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