*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
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.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
12803 Venice Blvd.
Los Angeles, California 90066
I had been feeling completely lost and let down by my previous CPA, so finding someone I could trust felt overwhelming. Tony came highly recommended?and the experience did not disappoint. From the start, everything was simple, smooth, and stress-free. Tony and the team at Taxplus are professional, knowledgeable, and made the entire process feel effortless. I finally feel confident and supported when it comes to my finances. If you?re looking for someone who truly knows their stuff and makes your life easier
I've been going to Tax Plus for more than 10 years, and Tony, Izaira, and the rest of the staff have always been very attentive, thoughtful, professional, and personal. By personal, I mean that it doesn't feel like they're just "checking boxes" . . . they're actually thinking about the tax implications that could impact / benefit me, both now and looking into the future. There have also been times that I've needed help connecting with the state for various business reasons, and they've helped me get throu
I've worked with TaxPlus for a couple of years as a new small business owner, and they could not be a better company to work with. Specifically, this most recent visit was with Xochilt Corrales and it was more like meeting with an old friend than doing my taxes. Patient, understanding, and incredibly helpful. 10/10.
TaxPlus has recently installed a suite of security cameras outside their building. While this is not uncommon, and within their rights, they have also enabled a motion-controlled feature that harasses passersby with an obnoxious "You are being recorded! You are being recorded!" announcement, as if the very act of passing in front of their building on a public sidewalk should be met with a suspicious announcement. Their behavior is entirely inconsiderate to their neighbors. I politely asked them to consider
They started out strong but fizzled FAST! I originally went to Tax Plus, because a LARGE number of the people who work in my industry think very highly of Tony Navarro. He came highly recommended to me. So this year, I decided to have my taxes done by Tax Plus, I was incredibly pleased with the results. Initially, Roxana was incredibly helpful, although she did not seem to be very friendly, she did a very good job on my taxes, and I had zero complaints. I was so satisfied in fact that I thought this might b
Always a positive experience at Tax Plus. Efficient, knowledgeable and always helpful. Thank you Roxanna and staff!
Last year, my husband and I decided to use a tax accountant for the first time because we weren't sure of all the details we needed to know once we were legally married. We went to Tony and I can't express enough what a great experience. Not only is he extremely knowledgeable but he's very reliable. Tony and the TaxPlus team are great to work with for both business and personal taxes. You'll never have to find another tax accountant ever again!
Tony, Andrew, and Roxanne are absolutely "5 STAR STAFF" . Very professional, Very thorough, and Very knowledgeable. I have been with Tony for over 10yrs and every year is a pleasure to work with TaxPlus and TaxPlus takes pride in removing all the stress of filing taxes. I have recommended dozens of clients and will continue to do so in the future.
Admittedly, I'll be aging myself here but to leave a geniene message is worth it. I've known Tony Navarro for over 17 years! We have both been through a lot together in life. For one, I've seen him go from pretty much a one person staff to a expanding his current office space and nice staff. In comparing Tony to others in the financial services industry that I've also had the privilege to be a part of for 18 years: Tony is smart, caring, genuine and still in business. Which is a testament to the quality he
I came to Tony and Tax Plus with a very complicated tax issue. Tony was great and worked with me, sat me down and was clear about his plan to clean up the mess. Told me exactly what I had to do, what he was going to do and an approximate timeline. He was also upfront about the fees involved. I am happy to say that the issue has been resolved both with the IRS and the State, thanks to Tony's help. I have sent numerous of my friends here as well and they have all had good experiences. Highly recommended!
I have been going to Tax Plus for years. Tony cannot be more of a professional along with the great staff. Everyone is friendly and professional. Tony has helped me through multiple dealings with the IRS including audits. He is friendly, knowledgeable, caring, simply everything you can ask for. In addition a special shout out to Svetlana Suslova, who has also helped me with various items with the IRS and FTB over the years. She is an absolute tiger and is incredibly efficient and friendly. I do not k
Tony and his staff have walked me through everything, filing my taxes, setting up payment plans, getting financials together to purchase our home, and most recently an audit. I could not be happier with the service and the results. I highly recommend Tax Plus
My husband and I have been getting our taxes done by Tony for almost 10 years. He is super honest but will work really hard to get you your maximum refund. We've sent many friends to him who have become loyal clients as well. Nothing but great things to say.
TaxPlus was recommended to us by a friend who said Tony Navarro could pull a miracle out of a hat. Short of walking on water, Tony and his staff are the best. Lana is welcoming and efficient. All of the paperwork that we needed to file was done quickly and painlessly.
My experience so far with taxplus has been a good one. I'm one of those people who has attempted to do taxes alone, thinking an app or program is as good as a tax professional, and maybe it can be IF you know what you're doing. Well turns out I didn't know as much as I thought. I ended up needing help and I found it with the folks at Taxplus. Great customer service, thank you Jonathan, Nora, and the rest of the team. forgive me if I don't remember the rest, I'm bad with names.
I have been a TaxPlus client for quite a few years. I continue to be a client even after moving to Orange County because of the expert advise and unparalleled service I receive from Lana. Not only does she help me with optimizing my return from my consulting business, she helps me to plan ahead for the upcoming year. She is readily available throughout the year to discuss any important decisions I am considering that could have tax implications. I highly recommend TaxPlus because of their expertise and unpa
The BEST in the business...makes Tax Time Painless...Highly professional, warm, and KNOWLEDGEABLE! The BEST ALL AROUND FINANCE GUY and Establishment! Will definitely continue to consult with Tony & the Team at TaxPlus! Makes for a peace of mind. Looking forward to a long lasting relationship!
Katheryn at Tax Plus was fantastic! She filed my personal, my finance's personal, and my startup business returns very efficient and effectively. Ran a few cases for us to ensure we maximized every dollar. Highly recommend!
Where do I start? I am in the entertainment industry so finding the right "words" should be easy. But when it comes to the AMAZING work that Tony Navarro and his team has performed on my behalf, I am left a bit speechless. Nevertheless I will try my best to convey my impressions of Tax Plus (specifically Tony Navarro). I have made millions of dollars over the course of my career and have come close to losing it all at various times. And what I have learned is that entrepreneurs or business owners,
I learned about TaxPlus through a recommendation from a friend. I've been using their services for the past two years and have been extremely satisfied with their service. They are highly experienced and very thorough which makes me feel confident that I am maximizing my returns. I highly recommend TaxPlus to anyone looking for good tax accountants.
Tony works miracles, simply put. I found TaxPlus about give years ago when filing my own taxes became too complicated due to several revenue streams. Since that time, Tony and his colleagues have saved me thousands of dollars with creative solutions. I highly recommend TaxPlus.
Mia and X?chil were amazing! I had a huge amount of stress regarding my financial situation and they brought me a solution and relief ! Thank you ladies for your help ??
I attempted to do my own taxes on turbo tax as an independent contractor and that was a terrible mistake. A friend recommended this place and I am so thankful she did! Everyone I worked with was very kind and helpful. I recommend this place so highly, the work they do is amazing and the people that do it are as well!
Was referred to me by a good friend of mine, I?ve dealt with other agencies about getting help most promise but don?t deliver, however not taxplus from the moment I spoke to them it was a home run not only did they explain everything in detail but they set up a plan with me so I can back on track to resolve my issues. Great group of professional who are available at the ring of a call. Most companies don?t help if it?s not the person handling the case or file, but with this team everyone is willing to go ab
REVISED (added 10/2017): When I call during their slow or off season times -- they seem to only work MON - WED (limited hours) so keep that in mind if you need more attention & immediate answers...they aren't the quickest. At this point, I am rethinking whether they are good enough for our small business and will explore other tax professionals who are more attentive, transparent and responsive (without me poking them). == EDITED Q4 2017: Basically, I have to hound them to call me back, give me attention
Tax plus is the best tax advisor i have ever worked with in my life. I highly recommend them to anyone who needs tax support!
This was our second year using TaxPlus. They are competent, knowledgeable, and patient. Math and taxes are beyond me, so it's a great thing to know that TaxPlus will be there for me around tax time. I highly recommend them.
Very professional, helpful with deductions. I trust that he only let us make deductions that we can prove (sleep well at night). Worked with us on financial constraints. Nice guy. I like my accountant to be methodical and he's just that. Have done 6 returns with him and will do more. Have recommended him to friends.
Ok so look I filed my 2017 taxes with this company I was like great sure good thing $210 for this. But guess what they never submitted my 2017 tax return until May of this year when I called to tell them hey it?s saying I have no previous record of filing taxes in 2018 for 2017. I?ve called and called saying hey it?s still saying I haven?t filed anything what can I do and all they say is you received a refund it?s ok right. WRONG now I have to put 0 for not filing in 2017 because of these people. Don?t go d
Superior knowledge of rules and regulations. Quality communication with a sense of urgency during tax season that is greatly appreciated. A trustworthy service when dealing with one of life's most stressful requirements.
We have been using Tax Plus for about 5 years and they have provided excellent service. They have great follow up and stay on top of issues until they are resolved.
John and TaxPlus have been doing my taxes for the last several years. I am very happy and comfortable with their knowledge and service.
Katheryn is the absolute BEST! Made getting my taxes done a breeze! Highly, highly recommend her!
Tony and his staff are wonderful, fast, and extremely efficient. Best CPA FIRM EVER.
Tax Plus helped me untie an IRS Gordian knot and every year help keep me honest with our government overlords.
Tony & Wes are great! Very knowledgeable & helpful.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.