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xoa Tax Certified Public Accountants

xoa Tax Certified Public Accountants

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

940 S Coast Dr Suite 205

Costa Mesa, California 92626

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-6PM
Tuesday 9AM-6PM
Wednesday 9AM-6PM
Thursday 9AM-6PM
Friday 9AM-6PM
Saturday Closed

Customer Reviews

I had an excellent experience with XOA Tax for my 2024 tax filing. Their team took the time to thoroughly review my financial situation and identified several deductions I had missed in the past. They helped me take advantage of tax credits and tax-efficient strategies that saved me a significant amount. The process was seamless, and they provided clear explanations along the way. Thanks to their expertise, I ended up paying much less in taxes than I expected. I highly recommend XOA Tax for anyone looking t

I?ve been working with Hoang for years, and it?s been a fantastic experience. Hoang is super knowledgeable, always takes the time to explain things clearly, and really makes an effort to ensure I feel comfortable with everything. I can always count on them to be responsive and reliable. If you're looking for an honest, professional CPA, I highly recommend working with this team!

I previously left a review for Xoa Tax, and upon further reflection, I feel the need to provide more context after seeing the spike of 5 star reviews. I noticed a significant number of new "5-star reviews" appeared in a very short time frame, which made me question their authenticity. Upon closer inspection, many of these reviews seem to be from accounts with a similar pattern, and I now realize that my former bookkeeper, who recommended Xoa Tax, may have inadvertently influenced my perception based on thes

I had high hopes for Xoa Tax (Kevin) when I made the switch from my previous CPA, but unfortunately, my experience has not met expectations. Over the past 12 months, I?ve had very little oversight or clarity about the work being done on my accounts. Recently, I checked my QuickBooks and was shocked to find that my books were completely outdated, messy, and not reconciled. There?s a $700k cash balance in the drawer, which doesn?t even add up or make sense. While I can?t speak for Kevin personally, it?s hard

they seem to be impersonal unorganized and too many hoops. go here go there so this do that.cant even do a simple meet up appt.. i dont trust this one bit.the lazy way with these so called accountants. apps and portals and zoom nonsense. when are people going to get it. these are not real accountants. send the returns out to someone else to do and or sitting around for a week, why? have no good feedback here. would not use them.

I had a very complex tax year and my usual accountant was not available to help. Which lead me to XOA TAX, they were prepared to tackle my 2020 taxes! My experience with XOA TAX was a pleasant one. They always responded quickly to my questions, were professional and friendly- traits that made it easy for me to trust them. I highly recommend them and will return next year!

As an Amazon seller, it was my responsibility to determine how much money I needed to send to my accountant each quarter in order to pay them off and minimize Amazon fees. This year was my first year filing business taxes. Thanks to XOA Tax, I was able to accomplish this goal. Their knowledge, efficiency, and professionalism were excellent. They can handle everything from simple bookkeeping to complex tax returns for businesses.

Found XOA TAX on Google and they've been a life-saver with dealing with my stressful IRS issue that came up. I met with attorney Thinh, whom I was very impressed with. Thinh took the time to listen and understand the complexity of my tax situation.? I never felt pressured or that he was hard selling. I felt reassured and confident that my case would be handled well. He gave me several options on how to deal with the IRS and the California franchise tax, and we came up with a genius plan together. In the

As a software engineer, I was suggested to Hoang by a friend. Uyen not only did an excellent job on my taxes, but she also maintained her word and returned my call within 24 hours of getting all the paperwork (taxes). She not only called me back when she said she would, but she also chatted to me as if I were a friend. Her knowledge and passion for what she does wowed me.? I couldn't think of anything I could have done differently because everything went so smoothly. The very best.?Their services were compl

I was one of their sister company Xoa Ticket's customer. I'm happy with their service thats why I filed taxes this year with them. I am glad I found these guys! Even during these difficult times dealing with Covid restrictions, they were super accommodating, prompt, and efficient! I had a 30 minute free consultation with Hoang, who took down all the details. He was easy to work with, patient, and understanding:) We also went back and forth through email to make sure I not only understood everything on my ta

This group goes above and beyond in every way. Every time I have a question, throughout the year, I get immediate and patient responses. I have met with both Hoang and Phuong, and they are both wonderful, kind, knowledgeable people. I would highly recommend this CPA firm to anyone who needs to have their taxes done, thoroughly and painlessly.

I must say Hoang is a pleasure to work with. He was very knowledgeable and patient when answering all my questions. I'm sure some people prefer to have an in-person meeting when filling for taxes, but due to COVID it was not possible this time around. Hoang made all our communication smooth and was available to talk to me on the phone / email and text immediately. Looking forward to woking with him again

I was referred to XOA TAX by a friend. As a new small business owner, tax laws and regulations can be very confusing. Hoang and his team helped answer all our questions and streamlined this part so I could focus on running the business. They do it all from setting up new LLC's, bookkeeping, business corp and personal taxes. Thank you very much! Aa

They performed a fantastic job submitting our little business's taxes. Very helpful employees that made the procedure quick and easy! Highly advised for everyone looking for tax assistance! Once again, thanks.

I rarely write review but this tax office made me write one. You guys are the best. Affordable- Quality- Great Service- what else can I ask for? Please continue this great work.

Very nice and friendly. Always willing to answer any questions you have. The teams are very helpful.

The person who prepared my taxes was extremely knowledgeable and extremely helpful. She helps me understand what is going on with my taxes.

Only use them for payroll service but has been good so far. Very timely answer to problems

I have come here several times. The services are fast and professional. Staffs are nice and friendly.

Great experience, I love the fact they hold your taxes to go back to if needed

I have bee using their services for a couple years and I am satisfied.

I've been using this firm's service for my business since 2010. I still do.

Excellent service! Will be coming back!????????

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.