TaxWave

TaxWave

Reviews Summary

Customers consistently praise the service for its professionalism, knowledge, and patience. Many highlight clear explanations, respectful interactions, and effective solutions for tax issues. The team is described as helpful, understanding, and efficient, often making complex processes easy to follow. Several reviewers express gratitude for the support during stressful situations, noting the staff's kindness and competence. The overall sentiment is highly positive, with many recommending the service for tax relief needs.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Sales Tax Compliance
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Individual Taxpayers
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
Sales Tax Compliance
Small Businesses
Mid-size Businesses
Large Enterprises
High-net-worth Individuals
Individual Taxpayers
State-Specific Experience
Multi-state Experience

Contact Information

Address

555 Anton Blvd Suite 101

Costa Mesa, California 92626

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed

Customer Reviews

Daniel was magnificent and so very helpful to work with; ; he was very kind, patient, understanding and very knowledgeable in the field. I very much appreciated his assistance and what this program has to offer to help me. In addition; he was very courteous and willing to help alleviate my stress in my current situation. Much appreciated Daniel and thank you again!

My name is Kenny Sanderson. My experience was very knowledgeable. Myron was patient and explained to many details of how things work. He helped me understand the process and he was very kind and knowledgeable. Very good job. He get five stars. He said everything that he done and gonna do

James was amazing! So very helpful and empathetic while at the same time getting the basics covered. I'm walking away with no questions and a feeling of relief that I have someone on my side!

Excellent service provided. Extremely patient with me. Ryan Wright in my opinion is highly over qualified for his job that he performs or at least performed for me today. I hope that this review is good enough to push the envelope. In regards to moving on up to a higher position. Along with a higher pay wage.

James Leach was the person I spoke with. He was very knowledgeable and when he wasn't 100% sure on what he needed to say he did get clarification and it all worked out for the best for both of us. I will be joining taxwave to resolve my tax issues and hopefully get some relief from this. And I appreciate all of the work that he did for me. All the questions all the throwness and we went over everything together. Thank you again to James Leach and his manager for for their help and everything that was done t

Daniel was great to speak with. He clearly explained the process, was understanding and respectful in his approach and conveyed a sense of competence and calm. His efforts are most appreciated.

Talked with James today. He was more than helpful getting me started in the right direction to get my tax issues resolved. I am excited about getting things taken care of. James was a huge help to me. If possible ask for James by name to help you out. He is very knowledgeable and helpful in every way.

Terrence was awesome. Very informative and patient. Talked me through every step of the process and did it with what i would say was a"smile on his face". I recommend him and his company Tax Wave 100%!!!!

Darell was very professional, thorough, knowledgeable, and caring. He was encouraging and uplifting regarding my situation. He would be a very good person to train new people and retrain those who need a little help and fine tuning! Management could use his expertise and attitude to grow your company!! Definitely a job well done!!

I have a great experience working with TaxWave. Nicole Garcia is a joy to work with. She is thoughtful, professional, responsive and knowledgeable. She has made a very difficult situation easy for me to manage and get through. Let's face it dealing with the IRS is never easy or enjoyable but Nicole eased my tensions from day 1. Thank you TaxWave for employing such a beautiful personality that has translated into a wonderful customer experience.

I had a great experience working with Nicole. She was very knowledgeable & helpful with everything we discussed. She was able to reassure me & answer all of my questions thoroughly & knowledgeably. Nicole was understanding & more than willing to listen & use her expertise to ease my mind. Thank you Nicole!

I appreciate Daryll help immensely. He was informative and friendly. He made the first step of the process very comfortable, given the circumstances!!! :-)

Darla did a great job for helping me

Daryll was amazing! He was a pleasure to speak with and had such a positive demeanor which lifted my spirits! So for that I am truly grateful. Can't wait to see how much they can help me because it is much much needed.

James was very friendly, caring and listened to my story. He was professional and provided excellent customer service; he was able to answer all of my questions. Thank you so much! ??

James Leach is the BEST!!! I can hardly wait to get my IRS issues resolved. And I feel like I am in good hands with James from Tax Relief.

James was very well prepaired and informative. He was very knowledgeable and answered all my questions. Getting things done with confidence.

Darell was wonderful in helping me through this hard time I am dealing with. I couldn't ask for more. He was on point and very professional. I would give him 6 stars if it were possible.

I am very please with Ryan the way he helped me was so amazing. Wish there are more people like Ryan in this business and other businesses. He's definitely a great agent.

Christian has been one of the most professional, non-assuming individual I've encountered in a long, long, time. He's made me feel free to open up and let go of the fear of the IRS disrupting my life which, at this time, would've been more than I believe! Could bear. Thanks Christian! Tax Wave, this guy is a star, I hope you treat him as such!

Outstanding and very thoughtful. Darla made me relax by really taking her time to explain everything, which I really appreciated..thank you very much Jonathan

Terrence is Very friendly and very nice and completely knows his stuff i wouldn't trust anyone else honestly. Thank you so much MarkLee Crawford

The people at TaxWave have been so great! It's taken me a while to connect back with TaxWave after they got my transcripts from the IRS. TaxWave sent me a PDF, showing I owed $0.00 in taxes going back to 2002! I've been doing independent contract work for 5 years. I'm such small potatoes, and I've worked such part time that I've been concerned for YEARS about how much I owe. TaxWave, was very reasonable on their fees for finding this information out. I HIGHLY recommend them to give folks some peace of mind.

Ireally enjoyed speaking with Terrence today. He was super easy to talk to and explained things for me to understand with no issues. I will enjoy working with this company in the near future. Thanks for reaching out so quickly.

So far Daniel johomey interesting name sounds very professional is very kind explains things to me that I asked questions about and are curious about when it comes to my back taxes and tax problems and concerns he spent time explaining things to me and questions that I needed to answer and the IRS needs to be informed about it was very decent young man and I am happy to work with him my name is Rachel Conklin thank you.

James has been very informative of the work that he's about to help me with . He answered all my questions and was polite and took the time to make sure I understood everything step by step.

James was very knowledgeable and polite. I enjoyed working with him.

Best helper I can ever ask for I'm blessed to speak with Ryan and for his patience and willing to help me through this hard time I appreciate Ryan greatly ??

Daryll very nice person .. he helped me alot with my case .. thank you. Bro to helped me out .. such a helpful person .. just recommended him

Daniel was very nice a very helpful with my situation he was very good at providing me with all the help I need he awesome thank you San Francisc

Excellent individual to speak to . Cares about the clients needs and goes out of his way to make me understand what is going on. A true pleasure to talk to.

Christian was amazing to speak with today. So knowledgeable and helpful. Compassionate on our situation. Thank you Christian! Need more employees like Christian!

Darell was very helpful and knowledgeable regarding my situation. He made me feel hopeful about getting a better solution than the current agreement I have.

It was great chatting with you, Ryan! I really enjoyed our discussion about my tax debt and the steps we can take to resolve it. Thank you for the opportunity to connect!

Understanding, polite, knowledgeable. It sounds like this is a great program and will take away the stress. James Leach did a great job for me!

Christian was an absolute professional throughout this process, saving me money and treating me like his only client. Tax Wave is lucky to have him.

March was very helpful with me and she took her time and explained the process with me, thank you so much .

Daryl help me out alot his very professional and respectful and understanding I appreciate his support and work. Sincerely Mr Jerome Taylor

Jaryll help me out he made sure I know exactly what was going to on and I word have him help me out anytime

James was very polite and professional and excellent customer service. We appreciate him.

Excellent customer service answered all my questions and explained things so I could understand as well had info I needed and gave me the best possible course of action

I truly appreciated how professional and how he took the time to explain the details and facts that was presented to me by your representative Alex. Thank y'all so much again!

Christin was great help and very knowledgeable did his job well

I spoke with James he is very know?egeable and he?ped me out greatly! I actually look forward to speaking with him again!!

Daniel was very polite and more helped me more than anyone in last 5 years! Man needs a raise or promotion!ASAP

Christian was a awsome helping explaining the process and got the need info to help my situation and for my future.

the had a good experience with james he explain everything clearly to me very professional

Christian was kind and provided ample information to assist me with starting to take care of my tax issue(s). Thankful for this help.

Christian was clear and concise with his explanation of the program. I feel I understand the process and did not feel anything but cared for and well served.

My experience with James Leach was very professional informative and gives me hope that I will be out from under my current tax burden.

Darryl was awesome he made the whole process easy to understand. Thank you very much.

Tax wave and Kyle Khader did a great job with my behind taxes from 4yrs save me a lot and got me a plan. Thank you and bless you.

they seem to be impersonal unorganized and too many hoops. go here go there so this do that.cant even do a simple meet up appt.. i dont trust this one bit. the lazy way with these accountants leads to mistakes. apps,scanning,texting, portals and zoom nonsense.electronic documents all robotic. when are people going to get it. many people want to come in person the right professional way to get their taxes done. people need to show up for work in a professional manner. this company needs to be that as impor

Mr.whitlow was a sincere guy, he was honest and straight forward, he let me know it wasnt going to be an overnight fix, but we were heading in the right directions.

Daniel was very helpful very informative and a great help a great asset to my well-being

Daryll understood my situation, he's very patient and explained how they will help me during my hardship. They are here to help, like a 2nd family

It was nice too have an kno that there such tye of support i an thankful an they were worked with me no just tying to get the cash.

Christian was amazing and more helpful than I could ever have hoped.

Nicole is great! she made the whole process for me so much easier than I expected it to be, and her being able to answer all my questions while being patient just made whole experience so much better. This really the best company out there!

Very helpful and ready to help me with my situation

i actually would have given him a 5+++ if i could have..

Thank you James for your help and understanding I'm glad I'm going forward on new start

Sawyer was very professional and knowledgeable explaining and helping to resolve my irs tax mess I got myself into I would highly recommend him and his company for any tax problems, thanks

Mr.Terrence was so helpful he explained everything step by step ..OMG..HE help me to no more stress n undeestood my siturain n help me .. Hiz Awsome!!!

The technician was excellent and walked me through everything. I truly appreciate his customer service

He was very good to me i would tell anyone about Daryll whitlow. The work that he has done

Daniel was very helpful and accommodating in getting me take care of

RYAN was an absolute wonderful help through the entire process! He is a wonderful asset to this process!

The level of professionalism was immeasurable. Mr. Daniel Jarlhromi was precise in all areas in which to accommodate my oblivious concerns.

He was very helpful and was very polite he has great customer service and very respectful at the same time

Daryll was so patient and understanding. He explained everything so well. Thank you Daryll.

Christian done me well Very open honest thus far Looking forward to gietting all of this finally taken care of

Christin has done a wonderful job of explaining how it all works and should be promoted as a great settlement officer.

Sawyes was very helpful in everything we discussed, he was very respectful and is a very good men.

Anthony at TaxWave was incredible in helping me resolve my tax debt. He was knowledgeable, patient, and made the entire process stress-free. His professionalism and expertise were noticeable from start to finish. Highly recommend working with him!

company calls me every day for some random guy named enrique martinez i explained multiple times that is not me and asked to remove me off the list but keep calling me ridicoulous

Very understanding sweet and patient thank you for your help Darla YOUR AMAZING

I am very pleased with my experience with Daniel. He is very professional and accurate in explaining the tax resolution process.

Very helpful. He was able to provide all I needed to understand and explained in detail. A very respectful person

Darla was so very helpful I am thankful that we are on the way to a resolution with the IRS

They were very nice and understanding about the situation I was in and they promised to help me get out of debt

Daryll Whitlow was great at explaining the process of the program and answering any questions I had.

Great customer service very nice and friendly.

Christian was amazing customer service rep I really appreciate his help thank you so much.

Daryll was amazing and very personable. Got it done quick and efficient.

He was great, explained everything so I could understand, thank you for your help

Terrance was very respectful I felt safe giving my information I'm ready to get the ball going fixing my taxes

Everyone should have gentleman James sun it up wonderful.10 star knows his business and great perxonzkity

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.