The Taxperts

I found Oliver on Unilocal and he was nothing but helpful, patient, and honest in preparing my tax filings. I did not meet him in person and did everything by phone and email but I really trusted his expertise. I had a difficult tax situation this year due to an Etsy shop and some subcontractor work. I had first downloaded TurboTax but realizing I had no idea what anything meant, I decided to hire a professional. I highly recommend Taxperts for all your tax needs!

I do not know of any business more deserving to receive my first five star review than The Taxperts.
After getting married and purchasing my first home, I wasn’t confident in processing my own taxes. My family accountant isn’t close by and I am unable to ask a lot of questions due to my language barrier. I had questions regarding my major life changes and how it will affect my taxes. I also wanted information on adjusting my W4 allowances so that I get more out of my paychecks rather than waiting until the next year for a zero interest tax refund.
After shopping around multiple tax accountants, I decided to go with The Taxperts since they were friendly and answered all of my questions over the phone without rushing me unlike the other accountants I called. The accountant I worked with was Oliver who was nothing short of amazing and professional. After entering in my information and asking me questions to make sure we didn’t miss anything, he went through my tax return and explained everything that was on it. This was the first time that I finally understood what all the random numbers meant on the tax return. TurboTax and past accountants I worked with did not even come close to any explanation on how or why I owed or received money. And all of those questions I had? He made time to answer all of them patiently and clearly.
Not only did I have a great experience, but I also learned a lot and felt that my business was appreciated!

I called and scheduled an appointment with Oliver after finding the Taxperts in Unilocal.I was blown away with his efficiency, speed, and his ability to break everything down so that I understood it. I had 3 tax returns to do and he was able to get them done quickly. On top of that his prices were way better than the big block chain stores with way more knowledge than I have experienced in the past. I will continue to use Oliver and refer people to him!

I would highly recommend Oliver as he took the time to explain and address my concerns with my rentals and tax writeoffs. I just received my tax refund and it took only about a week and half.

We have been coming here several years now. Oliver is amazing. We worked in multi states as executive consultants. We had rental properties, and complex self employer taxes, and multi state disability payments..
Oliver has top notch knowledge on tax laws, and has advised us on areas to gain tax benefits. We then moved out of Irvine CA and to NV, and we continue to work with him from afar.
Oliver is our expert years round, not just April 15^th. He is always there with advise. We cannot say enough good reference about his service. We highly recommend his service.
Dot and Andrew Stanton

I’m so happy with this place! The taxes got done rather quickly and everything went smoothly!!! I am so thankful for this company! I will be talking to you soon… Thank you so much…

Truly fabulous! He responded quickly, worked with my schedule, and did an awesome job with my taxes. I especially appreciate that he took the time to explain the process as he did my taxes — I learned a lot! I also had a follow-​up question after the IRS processed my return, and Oliver got back to me quickly with a great explanation. I highly recommend Oliver’s services!

Oliver was great! I had some concerns with how my wife and I filled out our w-4’s and he explained everything with perfect detail. Everything was put so simply that I feel confident with our filings going forward. We’re definitely going to Oliver again!

Unilocal really pulled through for me, because after a few emails to a couple different tax professionals, I made an appointment with The Taxperts, aka Oliver!
After making an appointment, I asked Oliver if he could also do my boyfriend’s taxes during my appointment. He was super accommodating and was willing to oblige! My boyfriend ended up going to H&R Block, against my advisement, because he *thought* it was cheaper. Turned, out Oliver would have charged $ 40 less… But that’s what he gets for not listening to me ;P
During my appointment, it seemed like it took Oliver all of 10 minutes to sort through my docs and plug in all my info. The rest of the appointment, he patiently explained each item and answered all my questions… I just purchased a home in July of 2014, so I had a tonnn of questions regarding deductions and whatnot.
I would highly suggest The Taxperts to anyone looking to have their taxes done. Oliver is very easy going, patient, and knows what he is doing. He is also very responsive via email, which is a HUGE plus in my book.

I’ve recommended Oliver to multiple people. Please try Oliver before you go to Jackson Hewitt or H&R Block or anywhere else for that matter.
I guarantee he is far better.

5 STARS all the way for Oliver!!!
I have always had complicated filings every year, but due to a relocation to CA, it just got more complicated.
At first, I was hesitant to have just anyone handle my personal info and finance statements to competently equate a «good» return. I was just so accustomed to the same CPA in NJ for more than 10yrs.
Did my due diligence and found The Taxperts.
Oliver thoroughly explained my filing and what I am actually signing off to. He is very knowledgeable in multi-​state tax laws and gave me the confidence & reassurance I was looking for from a newly acquired accountant.
Money well spent.
I HIGHLY RECOMMEND OLIVER!

Oliver was fantastic to deal with! Having gone through a corporate relocation last year, my tax preparation was considerably more complicated than usual. Oliver was able to clearly articulate and define the tax burden resulting from the relocation package. Oliver was very responsive, knowledgeable and patient when dealing with questions I had. I highly recommend Oliver for your tax needs.

Oliver is very approachable and knowledgeable in his field. He helped us get through what I considered a «difficult» tax return, with the greatest of ease. He broke into bite-​size pieces for us and walked us through our entire return, explaining to us how it all worked. Some people don’t want to spend money on having a professional do their taxes. However, he was able to get $ 10k back for us, so our $ 400 tax preparation fee was well worth it (filed 2 returns).
Oliver is great, and we will definitely be using him again next year. I would highly recommend him.

I’ve learned my lesson. In an effort to find the ‘best’ accountant to help me avoid paying ‘unnecessary’ taxes, I was suckered into engaging a shady accountant. Read my previous post about a certain person with the initials LD. I’ve learned to be honest in your filings without dealing with the hassle.
In my desperate hour, I turned to Unilocal to help me find an accountant. ‘The Taxperts’ appeared at the top of the list. Actually Taxperts OC is represented solely by Oliver. The guy is AMAZING. He loves his job and it shows. His knowledge and ability to explain the numbers on your filing is really unusual. I’ve dealt with several other accountants who charged me a hell of a lot more that did a lot less work than Oliver. He was very prompt on his work and reliable in his timely communication. Btw, prices were very competitive. I even ended up with a bigger return compared to the other accountant that prepared the same year’s tax’s.

Great tax advice.
Oliver is a CPA and gave me some great informations. I highly recommend him to anyone. His office is also very close to where I work so this was one of the reasons I chose him.

I was referred to Oliver from a friend of a friend. I usually get my taxes done in the valley. Which is closer to home for me, but my friend told me «Trust me, he’s really good, and tries to get as much as he can for your return»
I was like, okay, «I give him a shot, but if if he isnt as good as my other CPA, then you owe me gas money»
Long story short, my friend was right.
Oliver, was very through and explained to me step by step what he was doing with my return. Most of the tax prep places, i go to, they make me feel as if i was bothering the person when i ask questions.
Oliver on the hand, was glad to answer any questions i had, and didnt make me feel dumb.
A major plus: he was able to see me after working hours and his fees were very reasonable.
I plan to return to Oliver for my next tax year, Thanks!

Last year I went to this CPA in Garden Grove that was recommended to me by a friend… to say the least, he did the job and did it well enough, but I didn’t feel very welcome there and wasn’t able to ask a lot of questions. My wait time was longer than the time I actually spent with the CPA.
So this year, I decided to try someplace different and that was on the way home from work. Did the usual — checked on Unilocal,called around and found Oliver/​The Taxperts. Spoke to him for a few minutes and found him to be very friendly but also professional. He said he would be able to meet with me after working hours (which is VERY convenient considering I had to take time off work to meet with the guy in Garden Grove). We had made an appointment, but I had to reschedule because I was still waiting for my 1099 form. Oliver was more than accomodating to reschedule.
I am so glad I was able to find Oliver and made the decision to go to him. He made me feel very comfortable and didn’t speak down to me. Rather, he took the time to explain what he was doing, from start to finish, and showed me what he was doing on the screen (again, completely different from the GG guy). He asked if I wanted a copy, printed me one and submitted everything else for me. I am definitely going to go back to him next year and keep him in mind if I have need for other tax/​financial advice.
Oliver was a bit younger than I had expected (but then again, I picture all CPAs to be in their 50’s) but he was very professional and definitely knew what he was doing. He also made sure that I knew what was going on and if there were other forms I might have forgotten to bring.
Overall my impression and experience with Oliver is that he is very thorough, professional, friendly and easy to talk to and most importantly — doesn’t charge you an arm and a leg. Best experience I’ve ever had doing taxes, LOL.

I’ve had the same cpa, who is a family friend, for 10 years. Due to personal reasons, he is not available to do my taxes this year, so I had to find someone. I found the Taxperts from doing some research online and gave them a call. I called and left a message and my call was returned promptly before the end of business day. I spoke to Oliver and scheduled a meeting.
I was a bit skeptical about working with a new cpa who might charge an arm and a leg (my cpa, being a family friend, gave me an awesome price) and it’s always a hit or miss with a new service. I had a 2^nd place in mind to check out to see my options, incase this one was a bust.
I met with Oliver at the Taxperts and it turned out to be a great meeting. Compared to some of the other places I found, their prices are good. And I didn’t give up a limb LoL. Oliver was very friendly and easy to talk to. He really made me feel welcome and comfortable and I was able to ask a lot of questions. He took the time to answer all of them and explained a lot of things I really didn’t understand. I had limited time at this meeting because I had to be at another appointment, so I was assured that we were all set and everything will be ready when I return to sign the forms. I was scheduled to return a couple days later and Oliver reviewed over everything with me once I got there. Then all I needed to do was sign and we were done! He provided a copy for me and they mailed out my forms.
I’m so glad I was able to find this place and at first try! I definitely will be going back to Oliver, considering my CPA may not return.

This year I thought I’d get a head start and file my taxes early via TurboTax, but in my haste I totally forgot to file a second W-​2 from my previous employer for a week of work in early January 2012. I’ve never filed an amended tax return and I wasn’t completely confident in my ability to do this correctly so I jumped online to find a tax consultant close to my workplace. After doing some research and filtering out the consultants which I thought were WAY overpriced, I decided to visit The Taxperts, located in Irvine off of Von Karman (The Atrium Building, which is the same building as Bistango, yum!).
I met with my consultant, Oliver, who was able to walk me through the process and, thankfully, took care of everything for me. He was able to answer a few questions I had with my return and explain it in a way I could understand. We went through each item together just to make sure everything was calculated and done correctly. When we were finished they mailed all my tax forms out for me, which is great since I do not have any stamps. Just one less hassle for my already busy workday.
Overall I had a great experience and highly recommend this place. Fees are definitely on the lower end compared to what you’d normally find in and around Irvine/​Newport Beach/​Tustin. Best of all, great customer service.
Thanks again for helping me with my tax return!