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Wilson Tax Law Group - Yorba Linda Tax Attorney

Wilson Tax Law Group - Yorba Linda Tax Attorney

Reviews Summary

Clients consistently praise the tax attorney's expertise, professionalism, and ability to resolve complex IRS and state tax issues effectively. Many highlight his clear communication, meticulous approach, and successful outcomes in challenging cases like OIC agreements, innocent spouse appeals, and audits. Reviewers appreciate the firm's responsiveness, stress reduction during difficult situations, and reasonable pricing. Several note long-term satisfaction, with multiple clients recommending the attorney unreservedly for any tax-related matters due to his deep knowledge of tax laws and ethical practices.

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
Individual Taxpayers
Complex Situations
State-Specific Experience
Multi-state Experience
Cross-border Taxation
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

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

Contact Information

Address

18281 Lemon Dr

Yorba Linda, California 92886

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

Joseph Wilson is an excellent tax attorney. I have been using Wilson Tax Law since it's inception and have always been extremely happy with the results. Mr. Wilson has saved me and my family hundreds of thousands in tax liability from both the IRS and State of California. I wouldn't hesitate to recommend Wilson Tax Law and regularly do. If you are having any sort of tax issue with the State or Feds, do yourself a favor and call Wilson Tax Law. You will wish you had called sooner.

Mr. Wilson always holds his ground and uses the best possible legal approach for the most equitable solution. Without his continued help in navigating the very complex tax codes, I would not be able to manage the situation. It has been a long and difficult road to resolve my particular estate tax issues. Joe has prevented the DOJ from taking advantage of every situation legal or not! He works very hard and has become a true & reliable friend as well. UPDATE OF FINAL RESULTS ---- 05/14/2024 ---Mr. Joes

Upon my meeting with Mr. Wilson, I immediately felt confident that he would be the best to handle my case. He was knowledgeable, accommodating, and reassured me I would get the best results. He was able to handle everything with ease. Whatever new issues arose, he settled them expeditiously. With Mr. Wilson's expertise, we avoided going to court and he settled the matter. I would highly recommend him to anyone in need of an excellent tax attorney.

I never anticipated needing a tax attorney, but began making my best effort to find representation that would be the best fit for me. I was already dealing with the onset of stress and anxiety; fearing I would invest hours researching a firm that could represent my case. After meeting with Wilson Tax Law Group and experiencing their responsiveness, efficiency, and professional demeanor first hand, I knew I had found the best representation possible. Contacting Wilson Tax Law Group was the best decision I ma

The Wilson Tax Law Group has been handling my Tax Issues with the IRS. They have been very responsive and consistently kept me in the loop regarding updates with my case. We recently has a successful outcome to a drawn out process due to a very complicated situation including several Business Partnership Audits. Through it all Joe Wilson kept me informed and took the stress out of a very stressful situation. Thanks Joe and Wilson Tax Law Group for all your help.

If you are looking for honesty, integrity, and diligence, look no further. Joe is your guy. I had been struggling with tax debt from an ex-husband situation for over a decade. It was a complicated case involving white collar crime, and many let-downs from my own attempts to get free, broken promises from legal aid agencies, and collection abuse by taxing agencies. We successfully closed an OIC with the IRS, and the FTB with an Innocent Spouse appeal. Joe, Jessica, and the staff worked diligently to see

When it comes time to hire a tax attorney it means your situation is desperate. As a professional myself, after much research, I was considering three attorneys. I met with Joe Wilson first and cancelled the other two appointments. Here's why... P rofesssional - Joe Wilson, along with his?staff, have always presented ? ? ? ? themselves as courteous and respectful. E xpertise - Joe is Absolutely meticulous? ? and his work ethic is unmatched. R ealistic - Joe will present to you a? ? ? ? ? ? straightforward

Fantastic and Professional!! Assisted me with questions in regards to property taxes. Joseph Wilson was honest, very helpful and gave me knowlegable feedback. Paralegal Jessica went ABOVE and BEYOND to help me with forms and research. Highly recommend.

Thanks to the team at Wilson Tax Law Group, we are no longer being harassed by IRS phone calls or e-mails. We highly recommend Joseph and his staff to handle any tax problem.

Attorney Wilson knows the tax laws so thoroughly, I was beyond impressed! He explained my options in detail and on a level that I could understand. I recommend anyone needing advice to call him 1st, you will not be disappointed.

I know Joe for about 10 years, he is an extraordinary tax professional, his expertise and knowledge are invaluable, has work ethics, easy to talk, explained the different options in a clear-cut language and was always on top when pursuing resolution to the matters in the shorter possible amount of time for the intended result, will recommend him 100%. Thank you, Joe!

Mr. Wilson and his team are incredible. I have worked with them for over a year now and have had fantastic results. Great communication, easy to understand explanations, and they provide incredible results. I would highly recommend them.

Wilson Tax Law is the most helpful law firm I've had to use. I would definitely recommend them if you have any IRS issues.

On time consultation. Mr Wilson answered in detail all our questions and clarified for us some complex issues regarding an inheritance.

Very professional and catered to all my needs and answered my questions promptly. Reasonable price for the service rendered. Very knowledgeable in what they do. I recommend him to all my friends!

Great service very helpful I recommend Joseph he is amazing

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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