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Newport Beach Individual Tax Services

Browse these individual tax services with great ratings from Thumbtack customers in Newport Beach.

OC Financial Services Inc.
4.6
from 74 reviews
  • 13 years in business
  • 135 hires on Thumbtack
Stephanie R.
Verified review

Very helpful and knowledgeable! I will definitely use their tax return services again next year.

  • 7 years in business
  • 137 hires on Thumbtack
Andrew G.
Verified review

We had a very pleasant experience when we went to a scheduled appointment with Humberto Arauz to have our 2015 tax returns prepared. We will definitely use his service again.

Top Pro
RCP Tax Services, Inc.
5.0
from 53 reviews
  • 48 years in business
  • 83 hires on Thumbtack
  • Top Pro on Thumbtack
Lena L.
Verified review

RCP Tax services was great. I got my refund on time, everything went smoothly. They were professional, courteous, friendly. I have no complaints in terms of service. The ONLY reason I gave them 4 stars is due to the condition of the office. It was very, very uncomfortable to sit in the waiting area - the garbage was exposed and overflowing, there were a number of gnats flying around as a result that I and others had to keep swatting away. I don't need the "decor" to be fancy by any means, but I do need cleanliness -- especially since something like doing your taxes means you'll be sitting there for a period of time. The garbage being taken out, the cleaning of the office, opening some windows, air freshener a good deep cleaning and a simple paint job for their office would help a lot.

Larry the Tax Man
4.6
from 54 reviews
  • 12 years in business
  • 119 hires on Thumbtack
Grace S.
Verified review

Larry is awesome. I'm so happy we found him. Last year I had the worst customer service experience with our tax preparer. Ironically, he was a referral from a close friend so we would have expected better service. I was chasing him around and he was non-responsive. Larry was the complete opposite. He responded right away and even visited us at our home on a Sunday. I have two small children and my husband is usually only home after 8pm on weekdays, so I really appreciated that extra service. He also got us the best refund we've had in the past five years. Amazing. We will definitely be using him moving forward and highly recommend to everyone we know. Thank you, Larry! We appreciate you!

  • 23 years in business
  • 33 hires on Thumbtack
Esther R.
Verified review

Victor is a skilled accountant and is a tremendous asset for anyone requiring his accounting and income tax services. I highly recommend Victor.

  • 36 years in business
  • 40 hires on Thumbtack
Pankaj M.
Verified review

I recommend Richmond Associates to others who are still looking for a professional Tax company.

RYKAT Financial
4.8
from 15 reviews
  • 10 years in business
  • 33 hires on Thumbtack
Toshi F.
Verified review

I have received quick and excellent service from RYKAT. June has been very helpful in giving good tax advice, as well as providing fast and accurate filing and updates. I am very happy and highly recommend RYKAT for tax services!

Top Pro
Cobb-Phillips & Associates
4.9
from 13 reviews
  • 3 years in business
  • 11 hires on Thumbtack
  • Top Pro on Thumbtack
Gilbert M.
Verified review

Mr Phillips is a very professional preparer. I have used him for my last three tax returns and there have been no problems or questions that went unanswered. I would highly recommend his services to anyone in need of tax preparation services.

  • 2 years in business
  • 2 hires on Thumbtack
Diana N.
Verified review

Hi Safwan , Really my tax return as a self employment was so complex. I would to thank you for all your advice that proof your professional and experience.

  • 24 years in business
  • 14 hires on Thumbtack
Steven Kyle W.
Verified review

I just started my accounting needs with AAA and Kamal. So far she has met every need that I have as well as taking the time to explain the tax needs of my company. I know several CPAs can perform the job but Kamal takes the time to explain the Why! Which is so valuable to me as a new business owner.

Century Services
5.0
from 9 reviews
  • 11 years in business
  • 7 hires on Thumbtack
Maria A.
Verified review

Rosa has been our accountant for our small business for the past 3 years. She is very easy to work with and is always available to help with any questions that have arised in our business always very professional and knowledgeable in her field of work. Rosa is your go to person for all your accounting and tax needs

Alexandrian Accountancy
5.0
from 9 reviews
  • 5 years in business
  • 2 hires on Thumbtack
Paayal D.
Verified review

Rafael was prompt in responding to my queries. He gave impartial and clear advice and was practical. He did not sell additional services and was extremely ethical. He will be my first preference for future tax consulting services.

The Accountant On Call
5.0
from 8 reviews
  • 20 years in business
  • 9 hires on Thumbtack
Donald F.
Verified review

Mr Coopwood was knowledgeable and affordable. Helped with advice after my divorce n non tax issues also.

Top Pro
MG Business Services, LLC
4.9
from 8 reviews
  • 1 year in business
  • 13 hires on Thumbtack
  • Top Pro on Thumbtack
Donald B.
Verified review

We were very satisfied with our experience with MG Business Services and will continue to have them as our tax consultants and preparers.

  • 6 years in business
  • 19 hires on Thumbtack
Howard H.
Verified review

Raymond was very responsive and scheduled an initial office consultation to go over our taxes. He was able to get into a detailed analysis within minutes of seeing our previous year’s tax returns, and demonstrated a high degree of skill and communication. We were also very impressed with their inter-office collegiality. We really felt that Excellent Financial Solutions’ colleagues enjoy working together and do not work in a silo just preparing their own client’s taxes. We are very much looking forward to working with them this year!

P M Finkelstein, CPA, CFP®
5.0
from 7 reviews
  • 14 hires on Thumbtack
Autumn A.
Verified review

Mr. Finkelstein was very professional. Our taxes were a mess and he cleaned it all up. He was thorough, accurate and attentive to detail. Years ago, we had filed our taxes with other popular tax preparers over and over again, and never received any refunds that we were supposed to get. Well, Patrick got us the refunds we were entitled to and supposed to receive. We can't say enough about Patrick, he is outstanding, smart, well organized and had a warm and professional demeanor. We highly recommend him and will use him again. Thank you Patrick!

H Tsaturian
5.0
from 4 reviews
  • 2 years in business
  • 2 hires on Thumbtack
Samuel G.
Verified review

It was a pleasure working with Ms. Tsaturian. We got everything done remotely, I didn't even need to go to her office. I emailed her all my support, she prepared my business and personal tax return, I paid her and it was a done deal. She pointed out some items that my previous accountant didn't catch...I am definitely coming back next year, she definitely knows how to add value to a customer!

  • 17 years in business
  • 5 hires on Thumbtack
Manny P.
Verified review

I highly recommend Susan and Ideal Accounting and Tax Services. I have been a loyal customer for over 15 years. Susan is a true pro and personable at the same time. She is courteous, kind and have your best interest at heart. I look forward to many more years of partnership.

Alpha Business Services
5.0
from 3 reviews
  • 10 years in business
  • 2 hires on Thumbtack
Christina C.
Verified review

Very professional, she worked really hard on getting me back way more than I expected on my income tax. I will definetly be back next year! Thanks Alpha Business Service

Brian Lang - LA Taxes
4.7
from 3 reviews
  • 5 hires on Thumbtack
Dorian H.
Verified review

Brian is extremely well versed in tax preparation. I am international, living in California. I have investments and assets in Canada and Brian knew exactly how to deal with everything. I have utmost confidence in his knowledge of tax law. He answers in a timely manner with all correspondence. I have never personally met him but I have no worries about his abilities. At first I was hesitant to give a complete stranger all my personal information. I have had him do my taxes for the second year now and he has performed once again as a true professional. Highly recommend. Thanks Brian!!

  • 24 years in business
  • 3 hires on Thumbtack
Karina V.
Verified review

Great experience. I was one of those people that forgot about taxes until it was the last day. Daniel replied right away and eased my mind. He set me up with an appointment that would work with my schedule. Very friendly and was very helpful with getting my taxes done. Was asking the right questions to make sure i get the max refunds. Process was fast and im absolutely coming back every year!

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