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The Tax Resolution Institute

The Tax Resolution Institute

Reviews Summary

The majority of reviews are highly positive (5-star), praising the company's expertise, prompt service, and effective tax resolution solutions. Many highlight excellent client support, thorough explanations, and successful outcomes with IRS issues. However, a few negative reviews (1-star) mention poor customer service, unfulfilled promises, and aggressive calling practices. Overall, the consensus leans strongly toward satisfaction with the professional and knowledgeable team, particularly for complex tax problems.

About This Listing

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.*

Contact Information

Address

21700 Oxnard St #1160

Woodland Hills, California 91367

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 8:30AM-5:30PM
Tuesday 8:30AM-5:30PM
Wednesday 8:30AM-5:30PM
Thursday 8:30AM-5:30PM
Friday 8:30AM-5:30PM
Saturday Closed

Customer Reviews

This company calls me four and five times a day even though I hit two everytime that they say that to do so if you don't owe taxes. I have been a disabled veteran since 1994. Why would someone play on your phone like this every day? I recently give all of the numbers that they call on to my attorney generals office for because I'm on the don't call list and the fcc. My next course of action is going to be small claims court.

I am a bankruptcy attorney who specializes in representing middle market businesses and individuals who have financial problems. As such, I frequently have clients who owe taxes to state and federal governments. Many times, the clients have had bank accounts levied. Others who have had liens put on their assets or their business locked up. These are challenging tax problems that require a high level of expertise and an assertive and rapid response. I have referred many of my clients to Peter Stephan an

I used to this company to do in depth tax work for me in 2014. I paid them $500 and they did nothing. When I contacted them for my records I spoke to Matt Cohen, Who was incredibly disgruntled Super unhelpful and basically told me I didn't matter and my taxes didn't matter to him and his company. He also told me he was the manager and the boss and the only person who worked there. So there was no one else who could help me with this matter. This is a dangerous company, and I would not recommend them for you

I met Peter Stephan several years ago through a group of professionals and what I have leaned about him over the years since then, is that he is very qualified and experienced to take on the IRS for his clients. It doesn't matter the amount that may be owed to them, he will fight for his clients and get the amount they may owe substantially reduced or eliminated completely. if you have a tax issue, call Peter. No one else because he will take good care of you.

Thank God for The Tax Resolution Institute! Peter Stephan came through for me when I really needed help cleaning up a delinquent tax mess with the IRS. The Installment Agreement outcome he and his team at TRI achieved fixed the problem at hand. The amount I have to pay moving forward is much less than I expected. Faced with a scary burden that often kept me up at night, Peter Stephan found an answer that turned a tremendous weight on my shoulders into a reasonable solution.

I would like to thank Peter Stephan of SST CPAs and the Tax Resolution Institute for providing guidance on an approach to reduce or eliminate capital gains on the sale of a home. Peter took my message after hours and responded before the next morning, providing a thorough explanation of the financial options. Peter is a great resource and highly responsive. Thank you Peter!

I hired TRI when I got a notice from the IRS about some back taxes that I owed and they levied my bank account and took what little I had to pay my rent. They were very knowledgeable and willing to help me. I had heard the commercials where other companies promise to settle the debt and I told them that's what I wanted. Turns out, not everyone qualifies for that program and TRI was able to walk me through a more reasonable solution. I now have a plan in place that I can afford and they got rid of the thr

Tax resolution institute knows it job really well. Peter and Matt will help you with all you need with providing support during the whole process. I definitely recommend them.

Excellent excellent excellent I can't be happier with my results. I lost a lot of sleep from my audit and I couldn't be happier with my resolution! I would not go anywhere else if I have any other tax issues. If you want the best, you go with the best, words to live by!!!

All the accountants where excellent to work with and very helpful about educating and explaining every transaction that was done

Great company with real professionals who are expert at what they do. I will refer them to those I know or meet.

Wonderful people. Terrific expertise. Prompt service.

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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