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TaxWise Solutions

TaxWise Solutions

Reviews Summary

Customers consistently praise the service for its professionalism, efficiency, and clarity. Many highlight stress-free tax filing, timely responses, and expert advice tailored to individual needs. Long-term clients appreciate the reliability, attention to detail, and ability to simplify complex processes. The team is commended for maximizing deductions, ensuring compliance, and providing excellent customer support. Highly recommended for both personal and business tax needs.

About This Listing

Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning

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

Bookkeeping
Accounting
Payroll
Tax Preparation
Tax Planning

Contact Information

Address

11440 W Bernardo Ct

San Diego, California 92127

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9:30AM-5:30PM
Tuesday 9:30AM-5:30PM
Wednesday 9:30AM-5:30PM
Thursday 9:30AM-5:30PM
Friday 9:30AM-5:30PM
Saturday Closed

Customer Reviews

I had an amazing experience working with TaxWise Solutions! From start to finish, they were incredibly supportive, answering all my questions with patience and clarity. They took the time to explain everything in detail, ensuring I understood each step of the process. What really stood out to me was how fast they worked without sacrificing quality. My taxes were prepared efficiently, and I had all the paperwork in record time. I really appreciated how they made the entire process stress-free and straightfor

I had an exceptional experience with TaxWise Solutions for my tax preparation needs. From start to finish, their professionalism, expertise, and customer service exceeded my expectations. The staff were extremely knowledgeable, patiently answering all my questions and offering valuable advice tailored to my specific financial situation. They handled everything efficiently, ensuring my taxes were filed accurately and promptly, which gave me great peace of mind. The team at TaxWise also demonstrated impressiv

We switched to TaxWise Solutions from another accounting service, which we were not satisfied with, and now we are glad we did so! The team is exceptionally professional, knowledgeable, and meticulous. They streamlined our business finances, offered clear tax advice, and saved us time and money. Communication is prompt, and they simplify complex processes. Highly recommend their top-notch services. Five stars!

This is my second year using TaxWise Solutions for tax calculations, and once again, I'm extremely satisfied with their work. Everything is done professionally, quickly, and without any hassle. Their team is efficient, provides clear explanations, and helps optimize taxes within legal boundaries. Excellent service that truly makes life easier! Highly recommend.

TaxWise Solutions is an outstanding professional! I'm always satisfied with the results. Very professional, detail-oriented, and always finds the best solutions. Helps with taxes, reports, business consultations, answers all my questions clearly and promptly. A true expert I can highly recommend!

Highly recommend!!!! Anna Klinova was recommended by my friend. He is using her services for several years, and very happy with her help! I trusted him to use Tax Solutions and was not disappointed! Everything make in time , can give you precious advises. Work with them and have no worries!??

Our family has been working with Anna for two years. She not only does her work well, but also responds very clearly to all the client?s requests. Anna is always available to clarify any tax and business issues. I am very glad that Anna has been entrusted with the management of the tax campaign. It is nice to deal with real consultants.

I highly recommend using the TaxWise Solutions service for any required tax solutions procedures including Business or Personal. They are very professional, knowledgeable, and user-friendly people working at this company. Do not hesitate to reach out to them and use their fast turnaround professional, user-friendly services.

We filed our tax return for the first time this year and thanks to Anna, everything went smoothly and quickly. Anna explains everything clearly and in detail and working with her is easy. I was very happy to work with such a professional as her. We will definitely continue our cooperation.

Anna is amazing! She's a true professional and managed to file our taxes literally the day before the deadline. Super fast, super efficient, and incredibly helpful. Highly recommend her to anyone looking for reliable and friendly tax help!

I've been using Taxwise Solutions for the monthly services for my company. Their team is professional, efficient, and incredibly knowledgeable about the construction industry?s unique tax needs. They handle everything seamlessly, from payroll to tax filings, and always ensure we stay compliant and organized. Their customer service is top-notch, always responsive to any questions I have. Taxwise Solutions has truly taken the stress out of managing our finances, allowing me to focus on running my business. Hi

I have been working with Anna Klinova for a long time, and I can confidently say that she is one of the most competent and reliable professionals I have ever collaborated with. Her high level of expertise, attention to detail, and deep knowledge of accounting make her an invaluable partner in business. Anna not only performs her work flawlessly but also always finds the best solutions, even in the most complex situations. I fully trust her with financial matters, knowing that everything will be handled acc

TaxWase Solutions has been a game-changer for our business. They conducted a thorough financial audit, helped streamline our accounting, and provided expert tax preparation services. Their team ensured we maximized deductions, stayed compliant, and avoided unnecessary liabilities. Professional, knowledgeable, and truly invested in their clients? success?highly recommend!

I've been working with this accountant for the second year now and I'm very happy with the service. Everything is clear, organized, and done on time. Easy to work with and always ready to help. I definitely recommend them to anyone who needs reliable accounting support. Thank you for your work!

We contacted Anna for help in filing a declaration. Our family is very pleased with Anna's work. A professional in her field!!! Everything is clear, precise and fast! Next time we will definitely contact them for help! I recommend!!!

I have been working with Anna Klinova for two years now, and I honestly don't know what I would do without her! She is an incredibly professional and knowledgeable accountant who makes the tax filing process smooth and stress-free. I had tried to figure out accounting on my own, but at some point, I realized?why waste time struggling with something when there's a professional who can handle it efficiently? Anna knows exactly what she's doing, and thanks to her expertise, I can have peace of mind knowing ev

I'm happy to be working with the TaxWise solution for the second year in a row. The company helped me with small questions I had during the year and with their recommendation I was prepared for tax season. The tax return was smooth and painless.

?I had an outstanding experience. Their team was incredibly knowledgeable, professional, and efficient in handling my taxes. They took the time to explain everything clearly and ensured I received the best possible return. The process was smooth and stress-free, and their attention to detail gave me complete confidence in their work. I highly recommend them.

I have been using Anna?s services for 2 years now and am more than satisfied with results. Clear, timely and comprehensive responses aligned with your specific situation - exactly what's needed for me!

This was our first tax season and I am so glad Anna support us. She is very nice and professional-she answered all my questions quickly and got everything done on time.

Just worked with TaxWise on my accounting and tax report - super professional and efficient. They got everything just right. Would definitely recommend them for stress-free tax filing

We have been working with Anna for 2 years, always in touch, she runs the company and also files taxes, explains everything with understandable phrases and gets rid of unnecessary red work with documents

I am completely satisfied with Anna's work. She is a professional. I recommend her.

Glad to cooperate. Everything went better than I expected! Professional and fast. I recommend

Excellent accountant reliable, efficient, and always accurate. Highly recommend!

I've been coming here for years. Everything is done on time. Quality services. Recommended.

A good professional who will solve any problem.

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.