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The Tax Lawyer - William D Hartsock Tax Attorney Inc.

The Tax Lawyer - William D Hartsock Tax Attorney Inc.

Reviews Summary

The consensus highlights exceptional professionalism, expertise, and efficiency in handling complex tax issues. Clients consistently praise the attorney's deep knowledge, friendly demeanor, and reasonable fees. Many note outstanding results with the IRS, often resolving long-standing problems. The team is described as approachable, authentic, and highly collaborative, providing clear, actionable advice. Repeated referrals and satisfaction underscore trust in their services, with particular emphasis on honesty, promptness, and a unique, effective approach to tax resolution.

About This Listing

Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
Forensic Accounting

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

Audit
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Estate and Trust Tax
International Tax
Forensic Accounting

Contact Information

Address

12636 High Bluff Dr

San Diego, California 92130

Visit Website Call Now Get Directions

Hours

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

Customer Reviews

Bill Hartsock is extremely process driven and professional when helping me through tax issues, he's timely and efficient, walking me through each next step. I knew I was in good hands because of the excellent teamwork and community he has built in his business relationships. He's the authority in tax law, able to see the big picture and respectful of our time. Most importantly I'd say Bill and his team are all very authentic, honest and down to earth when it comes to knowing what's best for me and my sit

I have referred many clients to Bill Hartsock over the past 6-7 years for matters requiring the expertise of a tax attorney. Some had complex tax issues...others less complex. In every single case, the client would get back to me after meeting with Bill to thank me for the referral. They compliment him on his knowledge, his ingenuity in resolving issues, his friendly manner and his reasonable fees. I have never had anyone report anything other than an excellent experience. I will continue to refer clients t

Mr. Hartsock is a breath of fresh air among lawyers! He is incisive with an amazing command of the code, case law, and likely outcomes. Instead of equivocating or telling me I did not have a case (as other lawyers I spoke to had), he brought clarity to my situation (statute of limitations), enabling me to understand what was winnable and what was not, and then created an actionable plan. I have spent hundreds of thousands of $ on attorneys in my business over the years and I have *never* worked with an

Bill Hartsock is a fantastic tax attorney and I have referred him to many clients too. Bill and his entire team give the ultimate professional service in a friendly and helpful manner. They listen and give the best advice.

One meeting with Bill and you'll see why he wins so many I.R.S. cases. He's highly efficient, friendly, personable and caring, he seems to have an extremely accurate memory for details too. He's helping me resolve a tax situation from 2010 that I've been avoiding for years. My dad got stuck with a $150k tax bill and saw Bill for a free consult and Bill got on the phone with the I.R.S. and said ?I hope you're prepared to try this case because we're ready... at the first meeting, and he gave my dad a great de

We went to Bill Hartsock when nobody could solve our tax issues with both the IRS and FTB after many years. His work along with his great staff was able to resolve our issues to our great satisfaction. His approach to these institutions is unique and produces results.

All aspects of the office of Bill Hartsock and his professional associates met my expectations. Everyone was pleasant, professional, approachable. Services were prompt. Charges were reasonable for personal, top quality work. I would not hesitate to return.

Bill Hartsock handled my complicated tax problem with care and knowledge and he and his staff were terrific to work with. I highly recommend his firm.

By far the most honest and straightforward attorney I've ever spoken with!

Best Tax advice for the money! They work fast and really get results.

Service, Professional, Expertise, they are the best.

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.

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