Tax Experts of OC
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
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| 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.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.