Wilson Tax Law Group - Newport Beach Tax Attorney

Wilson Tax Law Group - Newport Beach Tax Attorney

Reviews Summary

The consensus highlights exceptional expertise in tax law, particularly for complex IRS and FTB cases, with a strong track record of reducing liabilities significantly. Clients praise the attorney's deep IRS knowledge, strategic approach, and ability to simplify complex matters. Many note outstanding results, including settlements for pennies on the dollar and successful OIC outcomes. The team is consistently described as professional, empathetic, and communicative, providing clarity and reassurance during stressful situations. Personal care, integrity, and a client-focused approach are recurring themes, with high satisfaction across business and personal tax matters. The attorney's former IRS experience and assertive yet calm demeanor are frequently cited as key advantages.

About This Listing

Audit
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax
Forensic Accounting
High-net-worth Individuals
Expatriates
Foreign Nationals
Government Contractors
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation

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
Tax Preparation
Tax Planning
IRS Representation
Estate and Trust Tax
International Tax
Forensic Accounting
High-net-worth Individuals
Expatriates
Foreign Nationals
Government Contractors
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation

Contact Information

Address

895 Dove St #300

Newport Beach, California 92660

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

I endorse the Wilson Tax Law Group for their outstanding work. This team truly exceeded my hopes in every aspect throughout the situations I had the pleasure of working with them during. The Wilson Tax Law team is made up of former IRS agents, so they have a thorough understanding of the text of the law. When it comes to negotiating complicated tax concerns and interacting with the IRS, they are extremely competent. Unquestionably, this degree of experience gave me comfort during an existing situation. But

How do you thank people who truly changed your life? I had been struggling with substantial, life-thwarting tax debt from an ex-husband for over a decade. It was a complicated case that included white collar crime, broken promises from legal aid agencies, and collection abuse by government agencies. Joe and his staff listened carefully, and proceeded with calm diligence, no matter the challenge. We went through an OIC with the IRS successfully, and with the FTB, I was granted relief with an Innocent Spo

I own a CPA firm and have worked with, and referred several clients to Mr. Wilson and his team over the last few years. Every single client I have referred to them have been extremely satisfied and received fantastic results. I could not recommend a better tax attorney. Not only is he and his team extremely knowledgeable, they are approachable and easy to communicate with - unlike many attorneys I have worked with.

Very happy with the tax help I received. I had insurmountable state and federal tax debts from a former company. Went through multiple CPAs and tax professionals but none of them could help. Wilson Tax Law Group reduced my tax liability by 90% and I finally owe nothing to the IRS or state of CA. After 5+ years of fighting, I can't tell you how good that feels.

Mr. Wilson?s guidance in Federal tax matters is excellent. His subject matter expertise really shines through taking the complex and explaining it on a basic level that can be easily understood. Mr. Wilson has been providing ongoing guidance in complicated tax matters related to my mother?s estate. He worked with me to ensure I filed taxes correctly and has provided expert advice. It's hard enough losing your mother, but even more difficult wading through tax filings and complicated matters trying to m

Throughout my career, I have spent millions on legal fees. I have used securities counsel, real estate counsel, and litigation counsel on over $1.5 billion in projects. I used Joseph P. Wilson on a complex tax case. Absolutely the best tax attorney I have ever used. He was formerly with the IRS, and knows the key people on the IRS side. He also knows every aspect of the tax law. Again, absolutely the best tax attorney.

I was referred to Joe about 4 years ago to help me with my IRS and FTB issues. Joe is kind, intelligent, knowledgeable, patient, humble, yet very assertive when it comes to getting things done! My situation was very complicated and dire to say the least. From day one, Joe sat with me in person, took detailed notes on my situation and started his process. Him and his team have been great to work with and have always kept me updated. In the end, Joe was able to settle my case for pennies compared to wha

I had a very serious and complicated case. Wilson Tax Law came in took care of the problem. I couldn't be more pleased with the outcome. I would not hesitate to come back and recommend to my family and friends. From the staff to the attorneys hands down they took great care of me during this difficult time. I 100% recommend.

Joe is an amazing tax attorney. He's very intelligent, down to earth, humble, and treats you like family. He genuinely cares about your needs and strives to help in every way. Put your trust in Joe for both business and personal tax matters and just like me, you'll be a very happy client.

I wanted to write you and and Mr. Wilson and express my gratitude for your help and guidance with my tax issues. After speaking with Mr. Wilson, I went forward with getting my $72,000.00 FTB tax debt issue resolved with the state of California. With Mr. Wilson's advice, guidance, and recommendations, I was able to get my $72,000.00 tax debt down to $76.00 (which was the fees due for the lien placed on my account). In fact, they ended up owing me roughly $4,000.00 This monkey has been on my back for almo

I've known Joe Wilson for over 2 years now. His work ethnic never ceases to amaze me. He has exceptional client service standards and a dynamic personality. As a former trial attorney for the IRS, he knows what steps to take to ensure his clients get the best possible outcome.

Outstanding experience! I went to Joe for answers to important FTB questions. His insights clarified strategies for investing, banking, and business, which was exactly what I requested. I recommend Wilson Tax Law Group for navigating the many difficulties associated with the FTB.

I highly recommend Mr. Wilson for any tax issues you may have. I contacted Mr. Wilson for a personal tax issue and he helped put my mind at ease. He went through all of the options and helped me figure out a plan of action. He was able to answer all of my questions and help me fully resolve my tax issue. I can't thank him enough.

I have known Mr. Wilson for many years. He is a meticulous person with a big heart. He will always make you feel better by knowing exactly what needs to be done. He handles all problems with empathy."

Mr. Wilson was able to provide me with such the utmost professionalism in representing me. His precise communication to me, helped me understand the steps in getting the job done . Thank you to the Wilson Tax Law Group!

Joe is a great attorney for tax matters! He is knowledgeable, efficient and easy to work with. Highly recommend.

With Joe's years of multi-faceted background and experience, I can't think of anyone more qualified to defend civil and criminal tax controversies in state or federal jurisdictions. He is a go-to tax lawyer and litigator.

Amazing Counsel with remarkable results! Knowledgable, professional and trustworthy. Highly recommend for complex tax law.

5 stars for integrity, strategic knowhow and reliability. I trust him completely. Best tax attorney out there.

In the midst of a nightmare, a blessing arrived. I am forever grateful to Joe for his personal care to put an end to my fear that I would become free and clear.

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.