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Taxlift

Taxlift

Reviews Summary

The overwhelming consensus is extremely positive, with nearly all reviews rating Taxlift 5 stars. Customers consistently praise the team's professionalism, expertise, and ability to resolve complex tax issues effectively. Many highlight significant financial savings, clear communication, and stress-free experiences. The personalized service, negotiation skills, and compassionate approach receive frequent mention. While most reviews are glowing, a few 4-star ratings acknowledge impressive results with initial skepticism. Repeated themes include strong recommendations, gratitude for debt relief, and appreciation for the team's responsiveness and dedication throughout the process.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Small Businesses
Individual Taxpayers
QuickBooks
Complex Situations
State-Specific Experience
Multi-state Experience

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
Individual Taxpayers
QuickBooks
Complex Situations
State-Specific Experience
Multi-state Experience

Contact Information

Address

17220 Newhope St # 220

Fountain Valley, California 92708

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8AM-6PM
Tuesday 8AM-6PM
Wednesday 8AM-6PM
Thursday 8AM-6PM
Friday 8AM-6PM
Saturday 10AM-3PM

Customer Reviews

Taxlift turned my financial situation around. Their knowledgeable team guided me through every step of resolving my tax debt. Their professionalism and commitment were evident throughout the entire process. I'm extremely thankful for their help and recommend their services to everyone.

Taxlift helped me navigate a complicated tax situation with ease. Their knowledgeable staff explained everything clearly and kept me informed throughout the process. They successfully reduced my tax debt, allowing me to regain control of my finances. Highly recommended!

I had a great experience with Taxlift. They were responsive, transparent, and highly effective in reducing my tax debt. The personalized approach made me feel confident that my case was in good hands. Thank you, Taxlift, for the financial relief!"

I highly recommend Taxlift for their exceptional professionalism and expertise. They provided me with advice that was tailored and easy to understand. I was most impressed with their outstanding customer service and responsiveness. They addressed all of my questions and concerns making the entire process stress-free.

From the moment I reached out to Taxlift, they were responsive, understanding, and compassionate. They walked me through every step of the process, explaining complex tax jargon in a way that was easy to understand. Their expertise and negotiation skills helped me achieve a favorable settlement with the IRS, relieving a huge burden off my shoulders. I can't thank them enough for their professionalism and dedication. If you're facing tax issues, don't hesitate to reach out to Taxlift.

Working with Tax Lift has been an absolute game-changer for my financial landscape. Their expertise, professionalism, and dedication have truly exceeded my expectations. From intricate tax strategies to meticulous bookkeeping, they've guided me through every financial challenge with finesse and proficiency. Their attention to detail and proactive approach have saved me both time and money, making them an invaluable asset to my financial well-being. I wholeheartedly recommend Tax Lift to anyone seeking top-t

Taxlift's help and encouragement put me at ease.I never felt like I was on my own. Plagued with questions as to what to do or whom I should turn to, bound up in knots over the baffling technicalities of the tax laws and hearings--I found their advice extremely helpful. They were able to help put everything in its proper perspective for me as well as offering a helpful hand when things got tough; I relied on them heavily during this most difficult period of my life. The tax management and analysis by Taxlift

I highly recommend Taxlift if you need any help with your Taxes in any way. They are very professional and very knowledgeable about what you need. I won't use any other Tax company but Taxlift. Very honest and trustworthy. If you want your taxes done correctly, Taxlift is your company.

Truly can't thank Aaron and his team at Taxlift enough!! They saved me thousands and countless hours of time dealing with my tax issues. Taxlift was incredible to work with and I highly recommend them to anyone looking for tax relief help!!

Excellent service. I had a $125,000 in tax debt I had carried since 2008, I kept kick the can down the road, doing my best to keep up with payment plans and failing. I've seen these ads for years, I finally gave it a try. Tax lift helped me with an offer and compromise in 9 months eliminate my huge tax problems for a fraction of what I owed. This has been a blessing, extremely grateful for the help

As a small business owner, I can't recommend TaxLift enough for anyone struggling with IRS back taxes. They were a lifeline for me, turning a stressful situation into a manageable one and saving me a significant amount of money. Their team is thorough, empathetic, and highly efficient. If you're in over your head with tax issues, TaxLift is the way to go. Thanks Aaron and M

Taxlift's outstanding negotiation skills resulted in a much more favorable outcome than I expected. They worked tirelessly to ensure I got the best deal possible with the tax authorities.

I was skeptical at first, but Taxlift delivered impressive results. They reduced my tax debt by a substantial amount, and I now have peace of mind knowing my finances are back on track.

Taxlift helped me tremendously. They were very educational in how the process worked and they ended up saving me a great deal of money. I highly recommend them!

I would highly recommend Taxlift. Aaron and his team were professional and informative. They kept me updated throughout the process and greatly appreciated the attention to my unique situation.

Taxlift's team is professional and responsive. They provided excellent support every step of the way.

The team at Taxlift is amazing! They negotiated better terms for me and provided excellent customer service.

Taxlift handled my tax debt issues quickly and efficiently. Their experienced team knew exactly what to do, and I'm now free from the burden of overwhelming tax debt.

Honestly had no idea how bad my tax situation was until it was explained by Aaron and his team. As an entrepreneur, or anyone who needs great advice on not only taxes but financial understanding, these guys are the best!

The team at Taxlift are OUTSTANDING!! They are true professionals. I will recommend. Thank you Aaron and team!

I'm very happy with my experience with Taxlift. They guided me through the process and answered all my questions and very happy with the results.

Bryan Lee and the team at Taxlift are the real deal. They made good on their promises to help me through a difficult tax year. Thanks Taxlift!

Bryan was so very helpful at taxlift! He educated me and walked me through the process step by step. I highly recommend Taxlift!

Amazing and professional experience! Was able to get my tax debt taken care of, the entire process was stress-free. Thanks to the TEAM at Tax Lift

Had a very good experience with the team and those whom were involved with assisting me every step of the way. Appreciated the attention and response time to my phone calls and emails, very professional in every aspect on how business should be conducted.

Taxlift helped so much! They are so professional and knowledgeable. Highly recommended

Taxlift provided a clear, step-by-step plan to resolve my tax debt. I felt in good hands.

Taxlift?s expertise and dedication were evident throughout the process. Highly recommended!

I was impressed by Taxlift?s professionalism and dedication. They delivered on their promises.

The service I received from Taxlift was outstanding. They really went above and beyond.

The personalized service at Taxlift made a huge difference in resolving my tax issues.

I'm so glad I found Taxlift. They were instrumental in resolving my tax debt.

Taxlift made the process of dealing with tax authorities much less daunting. Great service!

Professional, efficient, and caring. Taxlift made a stressful situation much easier to handle.

I recommend Taxlift to anyone facing tax debt. They are experts in their field.

Reloable company with great customer service. I was able to get my tax problems resolved and couldn't be more thankful for their help.

Taxlift provided a clear plan and executed it flawlessly. I'm grateful for their help!

Zaawia is a true professional - prompt, courteous, and talented personnel who is calm and collected during our session

Jos? and the team at Taxlift, are one of a kind! They literally saved me over $50k in taxes!

This team went above and beyond to make sure I understood everything and was able to get the very best outcome that was possible. Im 100% supporting these guys

Called and got all my questions answered. Very professional and courteous. Definitely recommend their service and look forward to working with them again in the future.

Awesome company to work with. They took care of my tax issue and the customer service was first class!

Aaron and his team are the best at what they do! Would definitely recommend to anyone

I was impressed by Taxlift?s professionalism and dedication. They delivered on their promises.

Great company! Helped me a lot with my tax settlement!

I can't thank Tax lift enough for their help. They made a difficult situation manageable.

They were extremely helpful and kind! I definitely would recommend.

Would definitely use them again! Very professional and knowledgeable!

Helped me with my tax issues and saved me thousands. Thanks Aaron and team!!!

Fast, efficient, and honest. I highly recommend.

Incredibly helpful. I highly recommend!!

Amazing experience, Highly recommended

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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