Ultimate Tax Group

Ultimate Tax Group

Reviews Summary

The majority of reviews praise Ultimate Tax Group for effectively resolving complex tax issues, particularly with IRS debt. Many highlight successful negotiations, reduced payments, or complete debt elimination. Customers appreciate the professional, caring approach and prompt action, especially in urgent cases like bank levies or wage garnishments. Several mention relief after previous negative experiences with other firms. While most feedback is extremely positive, one review notes dissatisfaction with delayed results. Common themes include excellent customer service, transparency, and tailored solutions for financial hardships. The company is frequently described as trustworthy and genuinely helpful.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience
Remote Services
Years of Practice

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
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience
Remote Services
Years of Practice

Contact Information

Address

18757 Burbank Blvd STE #130

Tarzana, California 91356

Hours

Sunday Closed
Monday 8AM-6PM
Tuesday 8AM-6PM
Wednesday 8AM-6PM
Thursday 8AM-6PM
Friday 8AM-6PM
Saturday Closed

Customer Reviews

As a senior couple living on pensions, my husband and I found it increasingly difficult to keep up with our taxes. After my husband became disabled and I had to quit work for health problems, it was worse . We barely made ends meet . I called Ultimate Tax Group and right away I knew they would help me. They did everything. All I had to do was fill out a few forms. They kept us in the loop as progress was being made and made sure we knew what was going on. They are wonderful and the agents are so helpful. Th

I had the IRS on my back for years and because my income had drastically decreased in recent years it made it difficult to get out of the bind that I was in. I accidently found UTG while researching solutions and not being satisfied with the results from another firm that I had hired. I initially hired another firm out of CA to help me and they charged me a few thousand up front to resolve my situation. Then one day this firm called me in a panic and said they had worked out a deal with the IRS to put my ca

I heard their ad on the radio, and called. Figured I would just ask a few questions as I didn't think my issue was that drastic. They called the IRS with me and it turned out I needed more help than I thought. After about 3 months I got a call today that they were able to get some fees removed and got me approved for a hardship. Couldn't be happier

Incredible experience! You won't find a more honest tax resolution company to work with. Unlike their competitors, Ultimate Tax isn't taking advantage of people. They're in this business because they genuinely want to help.

The IRS just took my entire paycheck and I couldn't pay my rent or any of my bills. I'm self employed in sales and was freaking out thinking I'm gonna be homeless soon. Then I found the Ultimate Tax Group online, they weren't local to me but when I called and checked them out they looked to be very professional and the person I talked to seemed to know exactly what to do to help and said we needed to act fast. Well they were right, they actually made an agreement with the IRS a payment arrangement but got a

I've had such a great experience with David and his staff. David and his staff are a five star service. I can't thank them enough. They kept me from being a stress case. Thank you from my heart. You Rock!!!!

I'm self employed and hadn't filed taxes for two years. I've been out of work so my dad?s helping me out and paying Ultimate Tax to help me get right. Since I don't have many deductions I'm probably gonna owe like 25K which doesn't seem so bad but because I'm not working rn they said they can keep my savings safe from collections and won't have to pay until I'm employed again. Pretty good result! I know it's time to face the music so I am happy with hiring Ultimate Tax Group.

Last year I claimed my gf's kids on my taxes and got a big refund but now the IRS wants their money back and there is no way I can pay it. I called Ultimate Tax and they are helping work through it. I'm beyond nervous and at a loss for words... I'm the one that supports them financially but they said there was a red flag or something. But Ultiamte tax is working on it for me and they said they may be able to reverse it or at the least get me on some sort of hardship program. It sucks but at least I found a

Great tax relief company. IRS is wrongfully charging me $11K. UTG recalculated my tax return and I owe ONLY $200!!! Such a great relief. You'll be in good hands if you use this company.

I hired Ultimate Tax Group to help with a state tax issue I've been dealing with for years. I just put it off and they finally got me with a bank levy. Thank goodness I didn't have a lot of money in there but this was my wake up call. Very reasonable fees for the amount of work I feel is a lot. I haven't done all of my filings either and they are going to do those as well. Also, they offered to dispute negative items on my credit report, which is great because I definitely need that as well, and there was n

I called Ultimate Tax Group after seeing an ad on Facebook. I owe money to the IRS and have been paying them for a few years, about $450 per month and was hoping to see if I can get my taxes reduced or payments lowered, anything to help. I make good money and can afford the payment but anything helps these days. So I spoke with David and he took me through a consultation and went through all my finances and expenses and even called the IRS with me on the phone to see if I had any missing filings or anything

I feel so fortunate to have found Ultimate Tax Group. Getting started on what feels like an insurmountable problem for anyone, it was bleak territory to navigate through. I spoke with countless tax consultants, and felt like a number. From the very first minutes of conversation with Ultimate Tax, it was like someone turned the light back on in the room. They listened genuinely to every aspect of my case, gave a detailed and honest appraisal, and gradual plan of action that I felt involved in. Ultimate were

I am pleased to recommend Ultimate Tax Group, a company that exemplifies honesty, integrity, and exceptional service. David Cipolla has provided expert guidance on both personal and business taxes, demonstrating a deep understanding of the complexities of tax law. His commitment to combating corruption and advocating for small business owners is truly impressive. If you seek a trustworthy and knowledgeable partner for your tax needs, I highly recommend Ultimate Tax Group and David Cipolla. Their expertise,

I had a lot of years of unfiled returns that I needed help with. Other companies tried to scare me into thinking I would owe when I knew I wouldn't. Ultimate Tax was patient, and honest with me. They were able to get my returns done quickly and I couldn't be happier. I'll be using them for all my tax needs.

I was skeptical of this company because my aunt is older and desperate for help with her 47k IRS debt and I didn't want her to be taken advantage of since she hired 2 companies before who took her money and did nothing. Once I checked them out we decided to move forward and we were pleasantly surprised. It took about 4 months and long story short, she doesn't have to pay the IRS a dime!!!! They even called the owner of the company to get her a discount since she is on a fixed income. I am using them now to

They displayed great assistance in effectively negotiating my tax debt to a more manageable level. They consistently provided support whenever I had inquiries and David and his team demonstrate genuine care towards their clients.

Amazing company that actually cares about their customers and will fight for you! A lot of these tax companies will take your money and sit on it for months or even years. Not these guys. They will get to work right away and work with the IRS to negotiate a settlement. Awesome customer service and proven results!

They helped me get a few of my clients corporate tax returns prepared. I use UTG for other complex resolution cases too. Great guys and always very helpful.

I was wondering how was I going to get it right with the IRS because they have been asking for alot of $ every year like clockwork. I even called the IRS & other tax relief places and it just seemed so hard to get answers until I stumbled across ultimate tax group. They picked the right name, these guys will get it done!

Expert professionals, patient and dedicated to client success!

After a year nothing was done!

Do you have a tax place cost to Los Angeles

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.

Skip to main Home Best CPA's Nearby Upgrade your plans English Avatar for Nico Bottema Welcome, Nico Bottema! Share Install the tag on your site to get access to all features, tools and the insights you need. It's fast and easy. Site ID: 6455700 Get started with the tag installation 1 Copy this code. 1 2 3 4 5 6 7 8 9 10 11 Copy code 2 Paste the code into the of every page where you want to track user behavior or collect feedback. 3 To make sure everything is ready, verify that your code was installed. Verify installation OTHER WAYS TO INSTALL Install with a team member’s help Install on a platform Install with a npm package Explore the demo Take a tour of the product with realistic data to explore. Explore demo site Common questions View all Course How do I install the tag? Collect session data for replays, heatmaps, and on-site surveys by installing a unique tag on your site. Ready to add it? Follow the instructions in this 15-minute course. Article How do I know if the tag is installed correctly? Article Will the tag slow down my site? Suggested for you Enable 2FA now Two-factor authentication (2FA) adds an additional layer of security to your account. Popular shortcuts title Feedback button Capture feedback in the wild by letting users share it at any point title Set up a Net Promoter Score® survey Measure long-term customer loyalty and happiness the tried-and-tested way. title Exit-intent survey Capture feedback before visitors leave and reduce your bounce rate Get started Interviews (new) Get real time feedback at critical times, thanks to easy, in-depth recruitment and analysis. Create project Finish your installation Surveys Feedback button Dashboard Invite team members Integrations