WiseUp Tax Advisory Group Tax Resolution and Advisory Specialists

WiseUp Tax Advisory Group Tax Resolution and Advisory Specialists

Reviews Summary

Overwhelmingly positive reviews highlight Munni's expertise, professionalism, and responsiveness. Clients praise his deep tax knowledge, attention to detail, and ability to simplify complex matters. Many appreciate his empathy, personalized approach, and proactive communication. His team is consistently described as knowledgeable, efficient, and trustworthy, with special mention of resolving tax issues effectively. A single negative review mentions fee disagreement and communication issues, but this is overshadowed by numerous accounts of exceptional service, strategic tax advice, and successful problem-solving for both individuals and businesses.

About This Listing

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Professional Services
Technology
Law Firms
Complex Situations
Multi-state Experience
Remote Services
CPA License

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

Business Consulting
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
High-net-worth Individuals
Individual Taxpayers
Real Estate
Healthcare
Professional Services
Technology
Law Firms
Complex Situations
Multi-state Experience
Remote Services
CPA License

Contact Information

Address

7700 Irvine Center Dr Suite 800 PMB 164

Irvine, California 92618

Hours

Sunday Closed
Monday 1:30-4:30PM
Tuesday 10AM-4:30PM
Wednesday 10AM-4:30PM
Thursday 10AM-4:30PM
Friday 10AM-2:30PM
Saturday Closed

Customer Reviews

I wish I could have posted a 5 start review like everyone else and had high hopes to work with Munni (who I've met in person) and his team. Unfortunately, I was left with a bitter taste in my mouth as after agreeing on a fee to do my 2024 taxes, Munni decided to change his mind on the fee. He sent me a long contract which I couldnt read as I was travelling and also apparently a payment deadline of May 1st without informing me...I was in contact with his assistant on May 2nd to get him payment when she said

I recently had the pleasure of working with Munni at Wise Up Tax AdvisoryGroup and I can't recommend him/them highly enough! Their expertise in tax law and attention to detail made the entire process seamless and stress-free. They took the time to answer all my questions and provided insightful advice that maximized my deductions. I appreciated their professionalism and prompt communication throughout. If you're looking for a knowledgeable and trustworthy CPA, look no further Munni is your guy!!

I can't say enough good things about Munni. From day one, Munni has been an invaluable asset to our financial team. His deep knowledge of tax regulations, keen attention to detail, and proactive approach has made navigating my clients' finances a breeze. Munni's exceptional organizational skills and clear communication have provided us with confidence and peace of mind during each tax season. One of the standout qualities about Munni is his genuine commitment to his clients' success. He takes the time to u

Munni is an absolute expert. He is extremely knowledgeable and insightful when it comes to his work. He is thorough and catches every little detail and makes it understandable to a layman. Most importantly he is empathetic and cares for his clients, I highly recommend you work with Munni for any issues your previous accountants have unfortunately made! His methods are tried and true and will work with you or your referrals in an honest and professional way!

Love working with Munni and his team. As a financial representative, I specifically look for competent proactive tax partners in helping create holistic financial plans for my clients. Not only are the team at WiseUp responsive, but also extremely knowledgeable in their respective fields. Can't recommend them enough!

I have worked with Munni for several years and I am impressed with his knowledge and professionalism. Every business should consider having someone like him in your corner. When you are dealing with IRS you don't want to regret trusting a company that will disappoint you or put you in more trouble and to find out you should have hired top professional on this matters.

Munni is awesome and I will happily refer clients to him! He is great at taking time to explain things and making sure the client understands the reasoning and the why. You know he truly cares about what he does as well as the clients as he is always able to help answer complex tax questions. He has been a great resource for my clients because he is so knowledgeable and is able to help coach clients so they can resolve their tax issues. I highly recommend any mortgage lenders or realtors looking for an all

Munni and his team are great at tax resolution and advisory. They go above and beyond for their clients. It's a pleasure to work with them. I highly recommend them for anyone navigating individual or corporate tax matters.

I had an amazing experience working with Munni Krishnan at WiseUp Tax Advisory Group. From the moment we connected, he was professional, knowledgeable, and truly cared about helping me understand the right steps for starting my LLC. We had an in-depth call where we discussed my reasons for forming an LLC, legal and compliance requirements, and the tax implications both federally and in California. Munni provided a clear and personalized game plan, including referrals to an attorney and a bookkeeper resourc

WiseUp Tax is a reliable accounting firm that is very professional and well experienced. They take care of all types of tax preparation and issues, including tax disputes as they have an in-house tax attorney, Anna. She is very knowledgeable & a top notch attorney. I highly recommend this accounting firm. ??

Munni and his team are amazing. We loved working with Munni. He is very on time and keeps his commitment and he is very professional. Thanks again !

The folks at Wise Up Tax advisory Group are outstanding. There quality of character and work have provided many of my clients with very valuable work. Thank you so much wise up tax!

?Before meeting Munni Krishnan, CPA, our anxieties about tax issues were sky-high. After a less-than-ideal experience with our previous bookkeeper/ tax preparer, our financial advisor recommended Munni, and it truly turned things around for us. Munni, working with his team at WiseUp Tax Advisory Group, stepped in with a level of professionalism and expertise that immediately put our fears at ease. He not only interfaced effectively with the IRS and CAFTB on our behalf but also recommended a new bookkeeper w

I have been working with Munni for at least a couple years now and can truly say he and his team are consummate professionals! I would highly recommend his services for all things tax & accounting. He is very responsive and can help you rest assured that you are optimizing your tax strategy. He implements things like pre-tax appointments, high-tech software, and an overall positive attitude.

Mr Krishnan and his team did such an amazing job helping me with my tax issues. I had so many questions and concerns but he was able to answer all my questions and help bring me comfort in such a stressful time. Through his hard work and diligence he was able to get my huge tax issues I owed lowered to a very minimal amount. I would highly recommend him to anyone who is facing any tax issues that need to be resolved. Thank you again Mr Krishnan, I truly appreciate all your hard work and guidance.

I have been working with Krishnan & Associates for more than 4 years, and in that amount of time I have been thoroughly satisfied with their services. Munni and his team are very knowledgeable, and I never hesitate to call him with any question I might have. His response time is excellent. I highly recommend Munni to any business that wants a positive, easy experience filing their taxes. He has a lot of integrity, genuinely cares about his clients, is trustworthy, and will definitely deliver results.

Munni is an absolute professional. He always takes care of my real estate clients. I highly recommend his services. He is so educated about taxes. I know my clients are secure and well taken care of whenever I send referrals to Munni. Munni, I really appreciate you and the distances you go for my clients.

I am the owner of a small business in California. Krishnan & Associates, specifically Munni, started doing by business and personal taxes in 2015. The person who prepared my taxes before then, made some errors which resulted in me paying quite a sum of money to uncle Sam until then. With Munni's expertise, knowledge and sound advice, I was able to receive a refund a couple of years after he started preparing my taxes. I have been more than satisfied with the service I have received from K&A through the year

Excellent service! They take care of us well. We do recommend this place for tax service. The owner and staff very knowledgeable answers what we need and help us with tax solutions. Very happy, we are glad to know them. Definitely best tax care service.

Munni is very professional, detail oriented and handles any escalations very quickly. he provides excellent background on any notices or letters from IRS and helps to address them quickly. Very pleased with him and his associates in his company.

I had a situation involving a wrongful tax collection, from the Franchise Tax Board. They froze my bank account! Munni and his team got the matter resolved in a very tight timeline when I needed it. I don't think anyone else could have done what they did for me. His counsel is always thoughtful and easy to understand. Thank you Munni for everything!

Munni is a great person to work with, greatly appreciate his assistance with my business!

Munni really takes the time to get to know each one of his clients. He is very thorough and lets them understand exactly what to expect. Then from there they develop a game plan to help alleviate any unneeded tax consequences. He is great to work with!

Hello, I am glad to have the opportunity to share my experiences working with Munni Krishnan. I moved from North Carolina to California during the pandemic. I arrived in California in time to prepare for the 2020 tax season which included finishing my 2019 taxes, creating and learning about the differences between North Carolina and California tax systems. This was all way beyond me. Munni was recommended to me and right away he demonstrated a calm approach and repeatedly assured me that we would get ev

Munni is a top notch professional! He was on time to my Zoom consultation (people are usually late) and answered all my questions. I had some tax gymnastics that I had to navigate and Munni took care of it.

Thanks Anna for helping my Vietnamese clients to understand tax implication. It's great experience for tax advices at WiseUp.

After having done my taxes independently for years, switching over to Munni was exceptionally helpful. He has gone out of his way to ask for additional deductions that might be available which I hadn't previously considered. Additionally, he uses a convenient and simplistic uploading software that securely stores my financial records for every year that he has done my taxes. That along with the additional tax savings makes him a CPA I would certainly recommend to any business owner or property investor.

I have always hated tax season with a passion! The constant gathering of paperwork and everything that goes along with it. Plus, that pain in the gut you get when you know what the tax bill is going to be. I own my own creative design business and for the last 10 years, I have had to pay the IRS great sums of money every year! It is a nightmare!!! But this year, Krishnan and Associates (soon to be WiseUp Tax Group) changed my life. They turned the dreadful feeling of tax season into an enlightening surprise

Munni truly cares and is attentive to every detail throughout the entire process!! He is incredibly responsive and knowledgeable. Nobody is more invested in you and the outcome of your situation, and working with Munni was utterly amazing!!

Munni provides excellent services to our firm's clients. He is professional, knowledgeable, and responsive. A valuable resource for Tax Advisory services.

Munni is very helpful & patient, I have worked with him for over 4 years, and his workability & flexibility is amazing! Thank you Munni Moons! I appreciate your services and am grateful for you!

First rate all the way. Munni and his team at Krishnan & Associates are very responsive, timely, detailed and highly accurate in everything they day. We see Krishnan & Associates as part of our life planning team. Couldn't do with out them. Recommend highly!

Munni is very detail oriented and customer focused. He never hesitated to go above and beyond to get my tax issues resolve. I highly recommend Munni!!

Krishnan & Associates has been a FANTASTIC support to me & my business over the years. But here is an example of the type of partnering he brings to your life. I had an old S corp that needed to be closed down. Navigating the process with the state is not easy. Not only did he handle the business closure, but it was with white glove service. He handled all of the communications and drove the whole process and kept me in the loop on the status along the way. I highly recommend Krishnan & Associates, pl

These guys are sharp and very pro active. You never have to wait on them to move on your case. Someone was always contacting me, giving me updates, keeping me informed. Even after emails, they would call me on the phone to communicate. They have a dedicated server to keep your documents confidential. You feel that your information is secure. I would totally and confidently recommend them for taxes.

Munni and his team are very knowledgeable and professional. They are a great team for any individual or business owner to work with and provide great service. Highly recommend their firm!

Munni and his team are very professional, courteous, patient, and understanding with my case. They welcome me with open arms and guided me through my tough times every step of the way. Thank you guys sooo much! ????????

Munni respond to questions quickly over emails. I appreciate how much knowledge he has, how much he's willing to help, and how quickly he responds.

We have worked with Munni for several years now and have been very pleased. As I tell him, he is worth his weight in gold!

Great experience. Munni and his team are knowledgable and responsive. I will definitely continue working with them and highly recommend!

Its a pleasure to have Munni's professional assistant my CPA Needs for the last four years.

Amazing, knowledgeable, responsive staff.

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.