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Taxpayer Advocate Professionals

Taxpayer Advocate Professionals

Reviews Summary

Overall, reviews are mixed but lean positive with many praising professionalism, reliability, and successful tax resolution, particularly highlighting honesty and helpfulness in complex situations. However, negative reviews cite unfulfilled promises, poor communication, and lack of follow-through, with some clients feeling misled or ignored. The majority of high ratings emphasize trust and results, while lower ratings focus on unmet expectations and refund issues.

About This Listing

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.*

Contact Information

Address

261 E Imperial Hwy #570

Fullerton, California 92835

Visit Website Call Now Get Directions

Hours

Sunday Open 24 hours
Monday Open 24 hours
Tuesday Open 24 hours
Wednesday Open 24 hours
Thursday Open 24 hours
Friday Open 24 hours
Saturday Open 24 hours

Customer Reviews

.... Why would a New Yorker file with someone so far from New York. Simply for the reliability, honesty and prompt responses to questions and completion of any work involved regarding my taxes. Thank you, Amber. .... I am a supporter of any family-oriented service that treats their clients like family. No question has ever been un-answered. .... Good results from good people gets my loyalty. I always wonder if a client can order a pizza delivery.

Taxpayer Advocate Professionals Marcus and Amber have been diligently resolving my tax issues for 3 years. My husband passed away 3 years ago. Unfortunately he left me with a large tax debt. Taxpayer Advocate Professionals saved me thousands of dollars . Taxpayer Advocate Professionals are helping me negotiating payment options with the State of CA and the IRS. The company is honest, reliable, and are reasonably priced. I now live in the Pacific Northwest. I trust Taxpayer Advocate Professionals to co

DO NOT GO HERE!! These guys were absolutely the worst people to go to. me and my partner had a sales tax issue and we owed about $40k in sales taxes. We went to there office and told them our situation to ask them if they could help us with our situation. Of course they had to tell us yes they could help us out, in fact that they'll even give us a money back guarantee if they can't reduce it by 50%. After hearing all this I thought great finally someone that could help us out. How wrong I was... they had p

Marcus Logan helped my husband and I at a very difficult time and was very flexible and worked with me in regards to every single aspect. He was professional, timely and courteous throughout the entire process. I highly recommend them and the entire staff.

I paid Mr Marcus Amber $300.0 to amend my tax since last year. When I noticed that he has done nothing, I told him to refund my money because I hired another PA who did the amendment. He promised me that he will only refund $200.00 out of the $300.00 I paid him. I then told him to refund me the $200.00 as he promised. He had not refunded the money since January. Now both him and the wife don?t pick my calls

I did it twice..these people aren't fives..there tens..They are great people who are honest and sincere about helping you..I ask God and Jesus to help me and they sent me here..I am a senior citizen and have been a truck driver with years of back tax filing...If u want ur taxes done correctly..go to them..Thank u Marcus..Frank..and a special thanks to Arron..God and Jesus bless u all..Marsha Mcleod

Barbara Nielsen. This is my 3rd years working with Marcus. He has been a tremendous help in working through my many tax issues.

They are so friendly and reliable. They got us more money then our last tax person. I recommend them to anyone.

This is a great place to get your taxes done. They work hard to ensure you get the refund you deserve.

No feedback to clients after I paid all the service I am waiting for a follow up and no but called me!!

Unprofessional charges for things and doesn?t follow up I will be contacting BBB

Accounting and taxes guru! Trust worthy and reliable.

Ed Faiez never kept his word, never helped me

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.