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19900 MacArthur Blvd Suite 400
Irvine, California 92612
I want to take the time out to thank sanaz and antic they were amazing. A weight being lifted off my shoulders. The experience with them was truly exceptional. They were incredibly knowledgeable and professional, answering all questions and providing clear, expert guidance throughout the process. Their team is highly efficient, and the process of resolving my case was prepared quickly and accurately. The entire experience was stress-free. They are highly recommended to anyone seeking a reliable and excellen
To whom it may concern: Amber was extremely helpful with her professional knowledge of resources available for my resolve; following up on emails, and confirming scheduled appointments, as well. She seemed to also understand the importance of my intent to proactively resolve this issue. Amber, thank you so much for your assistance, and the 'piece-of-mind' in knowing that this responsibility is being resolved! Keep up the fine 'job', and I wish you well!
Had my onboarding and review consultation with Jared Payne and he has been nothing but patient and amazing from the very beginning. I truly appreciate how understanding and empathetic he is as well as nonjudgmental. He allowed me to make my own decisions without feeling forced in anyway. From the start if he noticed I was unsure about my next move, he always gave me time to think about things and always followed up with me in a timely manner. I am thankful to have him on my team and as a point of contact as
It was a wonderful experience. So happy someone like Marvin helped me. He was very professional, compassionate and understanding of my situation. He made me believe that this company could and would help me. Many thanks to Marvin who made my life so much better!
Amber did an excellent job. She was clear and concise with materials. She frequently check for understanding through the entire process. Amber answered every question I asked her. She was very patient with me. Amber provided the contacts that I would be working with through the process and that I may hear from different support contacts as well. Amber is an excellent representative of your company. I feel like I?m off to a great start with TaxRise through Amber.
Taxrise was absolutely amazing. They took care of many years of back taxes and settled with the IRS with a very reasonable monthly payment plan. Tammy was especially amazing, she ran down everything I needed to know and help me with some follow up questions I had. She was very prompt with here responses and did such a great job. Very happy with this company! Money very well spent.
Shah Memom, thank you for patience your time and help you made me feel better and put a smile on my face. Your positive attitude and choice of words sure helped me out. Keep up the good work. I will definitely be recommending you to my friends and family.
This company is a scam. I paid $500 for a consultation and all they offered was a payment plan, which additional costs. I was told they are able to resolve all claims. When I asked for a refund, I was ghosted. Do NOT use this fraud of a company. **UPDATE they called to resolve my negative review, but I missed the call. I called back 8 minutes later and phone rang with no voicemail. Still unresolved
Matthew Feldman was incredible to work with. He made me feel completely at ease and confident about the way forward. He is knowledgeable and you can really tell he actually cares about you and improving your situation. I am so glad we got connected with him.
Every person that I have talked to from taxrise has been extremely nice and professional. They are very helpful with my situation. My wife and I are extremely grateful for all their help. Also, I needed some help filling out my financial segment so I did the virtual thing and Michael was a tremendous help for me. He was very knowledgeable and very kind. Once again absolutely everyone I have dealt with for TaxRise are all truly an asset for their company. I am so grateful for them to help me with my tax i
TaxRise is working on my case right now. They are efficient, and well versed in handling tax debt matters. I highly recommend using them. Amber was especially helpful, consise, and able to answer all of my questions and concerns!
Tax Rise got the best possible resolution for my case. The agent Albert was kind and extremely supportive, honest and very helpful. I appreciate everything they did to help with my case.
Shah, was incredibly patient as I?m technology ignorant. I do bare minimum with technology. He was very polite, nice tone of voice and crystal clear. He was extremely wonderful at walking me through things step by step, for more than an hour and still was kind, thoughtful and seems to enjoy his career. I would recommend him. No issues, true, gentle, and again had patience. A gentleman that was so helpful, his efforts made a difference in my day.
Matthew Feldman, Tax Rise Settlement Officer assisted me in getting the necessary help I need to resolve my IRS financial issues. His kindness, compassion and dedication towards assisting others in financial need comes through in his mannerisms and clarity of my understanding of each step along the way. He linked me with a financial company that even provided a payment plan towards the resolution. Matthew went above and beyond the standard I was expecting and every moment on the phone with him showed his de
I have spoken with a lot of people on the phone throughout my lifetime. Everyone I have spoken with has been awesome and treated me with so much respect. Steve Malo was so kind and knowledgeable about my needs. He understood my concerns and my anticipation of my results. He did not hang up until he had met my needs and explained all the details about my situation. Thank you Steve so very much. Keep up the great work you are doing.
Tyler Morehouse was exemplary.... efficient, personable, extremely knowledgeable and completely supportive. He made the entire process understandable, clear , and "pain-free" .... I would recommend him highly to anyone !
I was handling a possible tax debt. They did everything for me. I'm a senior & I knew I couldn't handle the IRS myself. They handled everything in a timely manner. I have health issues & they were mindful of them. I appreciate that they resolved all issues with the IRS. I would recommend them highly. They treat you with kindness & respect.
I paid this company 300.00 dollars for them to tell me to go handle it myself that if they did any negotiations it would be 3000.00 right off the top then when I was trying to get advice over a unfilled tax the man hung up on me I do not recommend this company for help with tax issues and will be reporting to the Better Business Bureau. They fed me a line of crap to get money from me then in the end results even after I told them in the very beginning my situation they still pursued it knowing they could no
Marvin was the perfect person for me as I was dreading making a call for putting of my delinquent taxes. Now I am so glad I saw your web site an spoke with Marvin he put me right at ease and guided me through and answered all my questions. You should keep great employees like him.
Excellent service,polite, understanding and patience and professional support. Mr. Sermeno,Marvin is absolutely one of the best tax repairer ever. I feel so blessed knowing all my tax issues are taken care of. He explained the payment process well???????
Amber was amazing. There was so much I didn't understand. She explained it so well. She's a true asset to your company. Thank you Amber
Romeo was very kind and very patient with explained every question I asked? he comprised with my time made it possible to schedule meetings when I had time I personally think Romeo is very nice.
While the start of the process was encouraging now I pray for ways to get from under this nightmare! This process took months longer than I was told during consult. The process cost me over $9k and nothing was done at all! I now owe the IRS over $25k more than I did when I contacted Tax Rise. I DO NOT recommend this company at all!! BEWARE!!! It felt predatory and like a scam and the outcome will be nothing like they tell you initially and then they will ghost you after their so called resolution! BEWARE!!!
Excellent experience dealing with Taxrise today. My case worker Michael Alvarez talked and walked me through my tax situation very professionally. Very easy process with this Company and if you can't pay immediately they gladly offer monthly payments. I highly recommend using Taxrise if you need help filling back taxes!
Etic was so AMAZING!! She's been very patient explains everything and made sure me and my husband understands everything she explained all the processing and what to expect. She dearly understands our financial situations where she went beyond and see how she could help us to get things approved for us. She kindly answered our questions. I know it's not an easy job for her speaking to clients but she's very kind and out spoken I could recommend others to her.
I needed assistance to settle my tax debt.It was a battle I couldn?t have handled on my own. Kyle is unbelievable.He spent many hours with me. It may have been through text or on the phone, but he was so reassuring,professional and personal. Kyle explained everything in a way that I have all of the confidence to carry on with my life. He?s got this one on my behalf . I now can live free of torment. THANK YOU KYLE !!
Shah Memon was very helpful in reviewing my situation and helping me determine if I was eligible to get my own taxes resolved. He was professional, knowledgeable, and took the time to explain everything clearly. I appreciated his guidance and support throughout the process.
Paid 6k to them to help me with my taxes. They assured me every step of the way that I had a great case for an offer in compromise. Only to find out at the end that because I already had an existing monthly payment plan with the IRS the best we could do was to put my account on hold. They gave me a 2k refund (I contacted the IRS at some point and got my account on hold myself). They just want your money. Do the offer in compromise yourself.
Me being skeptical and a little nervous spoke with Byron Richards of taxrise. He really makes you feel at ease and comfortable, very patient person,very knowledgeable. His experience shined through. Thank you for taking the time with me and giving me the best solution.
I had to fax information twice and request confirmation of receipt several times before I received an acknowledgement of receipt. This was very frustrating to me and maybe to other clients that use your fax services. This should be addressed. Otherwise, I am very satisfied with all the advisors and professionalism they have demonstrated. Bill L
Omar has been excellent by communicating and walking me step-by-step through the process, even with laughter and a smile on his face that I can tell by the phone conversations. he was patient explained step-by-step good customer service
Johnathan was very patient with me in navigating the onboarding procedure to get documents sent to them for reviewing my case. I have to use my cell phone for this and he was not rushing me through it. He was very thorough.
I'm dealing with a rep. named Jared P. Absolutely fantastic. This gentleman knows what he's doing and has helped me beyond anything i could of imagined. My case is just starting and if it finishes like Jared says then I'm the happiest guy. Anyone who needs tax help, look no further than Tax rise. ASK FOR JARED P. HES THE MOST KNOWLEDGEABLE PERSON IVE EVER MET REGARDING TAX HELP. THANK YOU FOR GETTING ME STARTED TO A RESOLUTION JARED!
I don?t know where to start?. I?ve always been careful with trusting company?s with these matters but I got hosed by Taxrise for over $6000!!! Over 3 years of on going paper work. Waiting. Then saying they needed the latest Tax year to be able to continue!. Today my bank account got levied by the IRS and I?m here thinking my Tax situation was being taken care of by professionals. What a mess. Still as I write this I?m on hold and my calls and emails don?t get answered. This wont be the last time they hear f
Today was an overwhelming ,frustrating and crying day for me. You know life and all that it throws at you .Especially when it comes to taxes because it can affect how your kids file for financial aid it has an affect on just about everything in some kind of way . Well I called Tax Rise and I had the pleasure of speaking to Jared Payne . He told me to just take a breath that he was there to help and that is just what he did. He explained everything to me and asked if I was ok in between .What I really liked
My experience with a consultant today was excellent. He was very detailed oriented and provided me with valuable information to resolve my issue. Job well done! Customer service personified.
TaxRise did not fulfill agreement to protect me from liens and garnishments. They did not process my tax returns in a way that would optimize my deductions and reduce tax debt. The company has poor communication and follow through. I spent over $8500 dollars and the company now states that I am not eligible for any government programs. The team was not familiar with my personal situation despite many notifications and attempts to contact them. I signed up with them Nov 2023 and I was garnished twice in May
The people were very friendly. They made me feel like I was one of them. I understood my needs and help me out in the best way. I am very grateful and will recommend them to others
Matthew was an AMAZING MAN!! Matthew was very helpful, professional, understanding to my needs and expectations. Matthew did exceptionally well with all of his knowledge and experience. I was a manager for many years in customer service and for twenty in customer service and he was an excellent customer service representative.
Jake was professional and I instantly knew that Tax Rise was the company I needed to get my tax liability resolved. Jake was patient in hearing the story of my tax problems and then to the point in thoroughly explaining the process to understand, and complete the necessary paperwork with the IRS. It was so streamlined i was instantly on the road to recovering my life back. It's very affordable and I wish I would have done this years ago. If you have tax, life or IRS matters Jake at Tax Rise is the way to go
I needed to speak with someone about my tax documents but held the phone for some time. When I decided to hang up, someone answered but we were disconnected.which means I had get in line again. To my amazement, he called back. WOW what thoughtfulness!!! Thank you my concerns were completed with care and warmth.
After talking to a new person everything was explained much better. Vince was quick to contact me and explained everything in a professional manner. He went above and beyond and validated my concerns all while explaining in detail the change that was made. We were told they were working on a settlement of $7,000 and that what was owed would not incur interest. We received a letter from IRS stating our interest had went up another $1,500. TaxRise FINALLY got back to us (after being told multiple times of w
Con. Everyone was very nice to deal with. They thought that I would get the debt cleared for nearly $4k in fees. Instead will now have to pay more than the original amount which Is unacceptable. Will be faxing the letter over. Not sure about paying anymore fees due to outcome. Couldn't afford it before so certainly can't afford now.
Amber was excellent at providing me with accurate information. As well as reassuring me. I was a little skeptical due to previous attempts to rectify my situation and being scammed. Her hands on helpfulness and thorough explaining of what's to come put me at ease. Thank you Amber!
Etim was wonderful to work with! She explained everything thoroughly and really helped to put my mind at ease.
Previously, I wrote a scathing review over this company. I do think there are a few things they could approve upon regarding communication. However, they really came through and initially they promised a lot and overdelivered based on their initial promise. Im very pleased with the resolution!
Shah Memon was very professional and helpful. He explained everything in great detail and answered any and all questions that I had.
Bryce Alexander was pretty awesome in explaining the process and everything else to me. He was understanding of my situation and was able to put my mind at ease about my issues. Thanks!
Araceli from billing was very helpful I was having issues processing my payment but she was able to help me get my issue resolved in a very professional manner. I wouldn?t have had been able to resolve this on my own specially, but she did. She was very knowledgeable in every step of the call I had with my bank. Thank you again Araceli, many blessings to you.
Dameon from Client Care was great! and very patient in helping to get me updated on my case. She was so very easy to talk with and very knowledgeable which put me at ease. Thank you so very much.
TaxRise has been phenomenal. The whole team is pleasant and communication is top notch. The team has helped me and my husband get through our nightmare and have taken over our headache with the IRS. We appreciate you all, thanks again!
They worked with me to determine both what my situation currently was, and what could be done to move forward. They were clear about every step of the way, including answering my numerous questions without fail. Excellent experience!
This company is a joke. You don't hear from them for a loooooong time. I had to email them and they come back and added 50.00 to our payment to irs. They sent the email yesterday June 17 and said for me to be in good standing our first payment is on 5/28. How does this help us out? Already behind on payment and Taxrise didn't help out at all. Don't use this company.
Originally when I called them, they were very kind and polite. Told me everything they could do for me. I assured them all I wanted was my back taxes from 17 and 18 done. They assured me they could help me they took my money. I thought the customer service was nice. I even gave them a good review. Well, I?m changing that review today.. They did nothing but send my authorization to represent me to the IRS in November while taking $1350 for me each month until the month of February. without doing anything onl
Amber at TaxRise was super helpful, put all my worries to rest, she made me feel confident & comfortable moving forward with their program. Thank you so much Amber, for being very clear, concise, kind and understanding. What an asset she is to your company! Sarah Appice
I used TaxRise to help me with my taxes and all they did was help themselves. They only called me when it had to do with setting up a payment plan and never about the status of my file. I was not notified about my case being overwith. I only found out about the status of my case when l started receiving notices from the IRS saying l owed them money because certain forms were not included on my tax forms(Which TAXRISE should have submitted.) When l call them on at least three different phone numbers that the
Omar was great! He took the time to break down what I owed and why. I walked away with an understanding of what was expected of me. And he really worked with me on my payment plan, something that worked within my budget. Knowing he will be me every step of the tax resolution really put my mind at ease.
So far, so good. We?re early into Phase One of sorting out the back taxes? but I feel confident the staff will solve the issues and get into the new tax year. Stay tuned. (Update 4/9/25) The staff has really been terrific handling the few curves ball I?ve thrown at them. Returns are complete and awaiting review. I?ll let you know how it goes.
Today May 20, 2025 as well as previous communication with TaxRise have been productive as well as necessary to help me complete my current liabilities with IRS and FTB The gentleman today and Kelly J. As always has been exceptional! We look forward to resolving our ongoing needs. Thank you! Teresa S
Best experience I've had. They was very quick compared to the other company I felt with. Very happy. And will recommend to everybody who's in my situation.
Best representative hands down. Extremely nice and educated. Anything your confused about don?t hesitate and ask Alex, he will answer any question you have. Anyone that has a tax problem and need some basic information don?t hesitate and contact this representative, you won?t regret it!
I can't recommend TaxRise enough! From the very first consultation, they were incredibly thorough and attentive. My tax situation was complicated, and they patiently explained everything, answering all my questions with expertise and clarity. They were always responsive and went above and beyond to ensure I understood the process and felt comfortable every step of the way. What truly sets TaxRise apart is their continued support even after my case was closed. I recently had a question about something relate
I was completely satisfied with the service I received. The representative spoke very clearly and was very polite and professional! I would definitely recommend Tax Rise! My case manager Santiago Gomez is exceptional and has worked hard on my case. Thanks Santiago!
Romeo was patient, kind, clear with instructions. Nervous as I was he was a calming voice and led me patiently through the process. A huge thank-you to you.
Adam Khatib was absolutely amazing to work with. He was very easy to work with. He knew exactly what he was talking about without any worry. He is very personable and a pleasure to work with! I would highly recommend him for a bonus, a raise anything to shoot him he is appreciated!! Adam has an over 109% rating from my wife and i!! Then you Adam so very much!! You have gone above and beyond! I will recommend you to anyone and everyone who needs tax, irs help!! Thank you thank you!
From the first conversation, everyone I spoke with handled it in a very professional manner All my questions were answered with a very clear response. I had a family emergency and I was gone for quite a while and I let TaxRise know of the situation and they were very kind and they honored my privacy and when I got back home, they were there as if no time passed at all. Very polite, understanding and kind. I have dealt with a few of them and each one always a great as the others. Later, They emailed me
Amber was awesome very informative helpful and patient with me throughout the whole process ensuring I understood everything as explained and had no issues explaining anything further to me and my spouse. Thank you again and I look forward to talking with u again soon!
This has been the 6th tax resolution company I've talked too and by far they are the best. I truly could not be happier with my experience so far. Etic went above and beyond explaining everything and for the first time put me at ease and gave me confidence that my tax issue will be resolved.
Etic was very compassionate and kind when discussing my options for remediation. She was knowledgeable and precise. I feel informed about my next steps. Thank you!
Mr. Navarro was a pleasure, very professional and kind ,his gentle voice was soothing to help reduce my stress level. I appreciated all his assistance in every way. Thanks for having a great employee!!!
Amber was very thorough in her explanation Throughout the whole process.. She took her time to explain everything.. I never felt rushed, and if I did not understand what was being said, she took her time explaining it to me when all the sudden and done I think I made the right choice
This company has done nothing but lied to me. The first person I spoke with said he would be with me the entire time and help me with any and all questions. After.i sign the payment agreement I never heard from him again, also his phone number was disconnected. A month after i was told everything was done, I noticed on the irs website my taxes were Not filed. I had to call them to let them know they were not filed. Ehich caused me thousands in late fees. Then i find out they did not file any of my expenses
Shah Memon die a fantastic job helping me get started with a tax resolution. He is very professional, efficient and courteous. Also very personable and easy to communicate with. Thank you Shah!
So far they are great. Waiting to hear back, hoping for a magic number. Lol! Very impressed with working with them so far. Hoping this is going to lift that always dread of back taxes. They are very knowledgeable and quickly respond to any questions.
Omar Seraj made the experience a lot less stressful and anxiety ridden. He explained everything and reassured me that in the end everything would work out as it should. He was easy to work with and has a great sense of humor.
My man Nick Bernardi did an excellent job of explaining the process to me. Nick shot straight with me and didn't make any pie in the sky promises, but assured me that I will be proud of my results. I am elated that I got in touch with these guys and look forward to completing this journey with them.
My experience with Tax Rise has been invaluable and informative! I have learned a great deal about handling my business affairs. The continued personal support and communications have been rewarding in all areas of my personal and business life. Thanks, Tax Rise Professionals!
Mr. Michael was very knowledgeable and helpful. I didn't have any problems. He answered my question and assured me that everything would be fine with my passport. Really appreciate the time that he spent with me.
Dylan De Rosa is an amazing human being. Dylan was patience informative and willing to help me resolve this IRS issue. He is a man of genuine quality. Dylan is a man any company would want on your team . Thank you sir for your do diligence and can do attitude. TaxRise is fortunate to have you on the team. i can sleep better tonight knowing that i am in capable hands.
My Husband and I were so stressed, we have been dealing with some tax issues, for awhile. We feel so blessed to have found ?Tax Rise. This company is great. So patient , understanding and over all so helpful. Thanks so much TaxRise. We will refer everyone to your company. Sincerely Burt and Mary. ??.
Great people to deal with. Everyone is fantastic! Much thanks to Araceli this afternoon who handled my payment and assisted with contacts and scheduling. She is simply AWESOME!
Earika has worked wonderfully with me and has provided excellent service, especially at explaining things to me the best that she can when I never understand it. She is also very sweet and empathetic. I can?t wait to keep working with her more.
Nathan Adams is Professional, Smart, patient and kind. An excellent executive of your Company. Grateful for his assistance.
Amber has been extremely helpful getting me set up, got me feeling very confident on a resolution.
Matthew Feldman Was super!! I couldn?t ask for amazing service. He was able to help me out with everything and help me with all the questions I have for him. He was able to help me out wit my payments plans for the service couldn?t ask for an amazing person and for his services! I recommend him to everyone! Keep up the good work Matthew!
Communication is impeccable. No matter what always returns phone calls less than 24 hours. They work with you the whole way through to ensure understanding of the process for each case. It doesn't matter your situation with all of the programs that they have they can definitely help you out in finding your resolution.
Wish I had read these reviews first. Went against my better judgement. Only YOU can get yourself out of debt. Never pay someone to do something you can do for yourself! Silly me. Out a 1k but I will leave negative reviews on here everyday until I get my refund! Reply: It was smooth and seamless for you to sign me up but I can't even get a cancelation email? Bogus
I have had nothing but a great experience with tax rise from start to finish in every aspect. I would recommend them very highly to anybody that needs this kind of assistance. Also I would like to make sure that Caleb limas is recognized. He goes above and beyond expectations of helping. I had hired a place before tax rise.That had charged me three times the amount of money then tax rise charged me. They took 2 years to do nothing for me, but avoid me. I then hired tax rise and they did for me everything I
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.