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← Back to Top 81 Bookkeepers in the Los Angeles-Long Beach Area, CA (2026)

Tax Experts of OC

Evidence Score 63/100 at 74% evidence coverage 1 of 81 on the Los Angeles-Long Beach area list How the score works

What we could verify

Registered business?
Not verified
CPA license or firm permit?
CPA license active (individual: Tax Experts Of Oc) · 9827 · California Board of Accountancy (DCA public licensee data file)
Publishes prices?
Quote only (stated)
Local or remote?
Local + remote
Software?
QuickBooks

Who they say they serve: startups, healthcare, retail, hospitality (self-reported, from the firm's own website)

4 of 5 answered from a dated source.

Documents 5 of 5 core services; CPA license verified with the state board; states it prices by quote.

Score breakdown

Documented services + buyer fit40 of 40 pts, 40 checked
Independently verifiable qualifications8 of 20 pts, 8 checked
Operational + pricing transparency11 of 25 pts, 22 checked
Verified identity + continuity4 of 15 pts, 4 checked

Dark bar: points earned. Grey bar: the weight we could check.

Evidence

Unless a row says otherwise, the source is the named page of Tax Experts of OC's own website (self-reported), read Sep 26, 2026.
ClaimWhat the source showsSourcePoints
Business name Tax Experts of OC home page
Website https://taxexpertsofoc.com/ home page
Office locality Santa Ana, CA /contact
Service area United States (stated by the firm) home page
Phone +17148239281 home page
Offers bookkeeping Documented: ...in personal and business tax preparation and planning, tax resolutions, accounting, bookkeeping, payroll, company formation, and financial strategy, so you can focus on what... home page
Monthly bookkeeping Documented: ...to save time, reduce stress, and deliver accurate financial reporting. Whether you need ongoing bookkeeping support or strategic financial guidance, our team can help. We offer... /accounting-bookkeeping 8 pts (max 8)
Catch-up / cleanup Documented: ...& Credit Card Reconciliations Monthly & Year-End Financial Close Bookkeeping Cleanup & Catch-Up Services Financial Statement Preparation Management & Custom Financial Reporting... /accounting-bookkeeping 5 pts (max 5)
AP / AR Documented: ...Our Accounting & Bookkeeping Services Include: Small Business Accounting & Bookkeeping Accounts Receivable & Invoicing Accounts Payable Management Bank & Credit Card... /accounting-bookkeeping 4 pts (max 4)
Payroll coordination Documented: ...and business tax preparation and planning, tax resolutions, accounting, bookkeeping, payroll, company formation, and financial strategy, so you can focus on what matters most while... home page 4 pts (max 4)
Month-end close + reporting Documented: ...Monthly & Year-End Financial Close Bookkeeping Cleanup & Catch-Up Services Financial Statement Preparation Management & Custom Financial Reporting General Ledger Review &... /accounting-bookkeeping 6 pts (max 6)
Industries served (documented) startups, healthcare, retail, hospitality /accounting-bookkeeping 5 pts (max 5)
Software supported QuickBooks /accounting-bookkeeping 5 pts (max 5)
Local / remote model stated Local + remote home page 3 pts (max 3)
Active CPA firm or individual license (state board) CPA license active (individual: Tax Experts Of Oc) · 9827 · California Board of Accountancy (DCA public licensee data file) State accountancy board
Third-party
Sep 26, 2026
expires Jan 31, 2027
8 pts (max 8)
Pricing approach published Quote only (stated): "flat-fee pricing" /accounting-bookkeeping 6 pts (max 6)
What is included / excluded Documented: ...accounting services to fit your business needs. Our Accounting & Bookkeeping Services Include: Small Business Accounting & Bookkeeping Accounts Receivable & Invoicing Accounts... /accounting-bookkeeping 5 pts (max 5)
Working contact route verified [email protected] (mail server found) DNS check
Third-party
Sep 26, 2026
2 pts (max 2)
Privacy / data-handling page Documented: Privacy Policy /privacy-policy 2 pts (max 2)

Checked and not found

  • Not documented. Checked 7 pages of the firm's own site on 2026-09-26 (Firm's own website): Onboarding described (0 pts, max 4); Reporting cadence stated (0 pts, max 4); Communication channel / process (0 pts, max 3).

Not verified (not checked yet, so each scores 0 and counts against coverage): Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Bookkeeping designation (AIPB/NACPB) or IRS directory credential (0 pts, max 6); Named contact / team (0 pts, max 3); Entity found in the state business registry (0 pts, max 6); Years operating (registry formation date) (0 pts, max 5).

Check it yourself on the state's own records: California Board of Accountancy license search and business registry search.

  • Active CPA firm or individual license (state board): California lists an ACTIVE CPA firm license (Active) under this name, expiring 2027-01-31. It does not prove service quality.
  • Working contact route verified: The email address the firm publishes is on a domain that accepts mail (MX record present).

Data limitations

  • 20 of 22 evidenced items come from Tax Experts of OC's own website and are labelled self-reported.
  • No ratings or review counts are published here. Why.

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