The Tax Experts Group

Nearby Lawyers California Orange County Laguna Niguel Ivy Glenn Drive

(12 reviews)

Contact Info

Location 30011 Ivy Glenn Dr #224, Laguna Niguel, CA 92677, USA
Phone +1 949-500-3460
Website http://orangecountytaxrelief.com/

Reviews

The Tax Experts Group has given me a fresh start. After years of denial I found a team of professionals who new how to navigate the complexity of the IRS and to deliver has promised an $91,500 tax reduction from $92,500 down to $1,000.. The Offer In Compromise took 8 months, we were first rejected and Jack at his own expenses decided to Appeal. Our Appeal was successful. Jack is surrounded by a team of Enrolled Agent and CPA. I want to express my gratitude to the entire team.I would definitively recommend the Tax Experts to any body who need a Tax Resolution
Jack worked a miracle for us on our OIC!! Thru the entire process, Jack was professional, gracious, kind and reassuring! We were in a terrible place with the IRS and never once did he doubt that he could help us! At times we thought we would never end the IRS nightmare, but he never let us down - he always remained positive and told us 'everything will be fine' .. and he was absolutely right!! He negotiated the most amazing OIC settlement we've ever heard of - we are still amazed and couldn't be more thankful for him and his staff! We highly recommend him for all of your tax needs!!
I've been using Jack for over 10 years. When I contacted him I had some old IRS debt that resulted in liens on our accounts and house. He managed to have the IRS lift the liens immediately and get me on an updated payment plan. He has since been handling my annual tax returns and does a fabulous job. If you are in dire needs, Jack is your Tax Expert! This guy knows how to deal with the IRS!!
I began working with Jack about a year and a half ago. Once I started reciveing tax lien and collections notices from the IRS for past taxes, I immediatly started to look for good options to reslove this matter. Once a tax lien was filed I had literaly 3 to 5 different letters in the mail daily from various people / companies offering there services to assit with tax and IRS issues. I started the process by narrowing the prospects down to my favorite 4. I then called them all to do a phone interview and ended up meeting with 3 out of the 4. One of course being Jack. I am in the marketing and sales field, so I understand the middle man approch from a direct mail, TV or radio call to call center to some random “Attorney” or CPA you only hear about or see on the contract you sign. I wanted to deal direct with the source to ensure my file would be handled by a professional, not just one of many processors in and large office where I was just a number. When I first met with Jack, it was him personaly and not someone on his behalf, witch I liked. He was professional, very knowledgable, had years of experiace and more importantly a highly proven sucess rate for many years. Jack assured me that he and his personal assitstant would be working with me directly to help me resolve this matter. I even asked Jack if he would be intrested in high volume business being refered to him from a call center. He politly refused and said he likes and prefers to do business face to face with his clients. Jack has always been responsive and been there when I needed to have awnsers to my questions and when I needed any emergecy meeting or letter to show proof I was handleing my tax lien issues. We submitted my inital package to the IRS. About 6 months later they asked for a few updated documents along with $8,000 for estimated taxes to be up to date. I was a week late in gathering the $8,000 extra dollars. Therefore was denied due to not meeting ther payment deadline. Jack and I immediatly re-grouped in order to re submtted my package to the IRS with all requested / updated documents and used the money to prepay the estiamted taxes. So I will not have the same issue the 2nd time around. Jack is not the least expensive nor the most expensive route, but as they say you get what you pay for and this is a very serious and importnat matter. I needed to have someone who genuienly wants to help, provide a great service, and most importaly knows how to get the result needed. I feel that Jack has the best intrest at heart and I am waiting to see if the results follow. We should be hearing back from the IRS anytime now, I will write a follow up to this review when final results come in….
Extremely unprofessional. Saw Jack a year ago and decided to hold off. Had a new appointment, drove all the way there to be told no longer accepting new clients since I use a different CPA. Apparently since Jack retired, this group is worthless. Don't even bother if they don't do your taxes. What's the point of advertising that they can help resolve issues.

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About The Tax Experts Group

Are you a resident or business owner in California grappling with complex tax situations or seeking expert financial guidance? Navigating the intricate world of taxation can be daunting, whether it's understanding IRS regulations, resolving back taxes, or simply ensuring your annual filings are accurate and optimized. For those in Laguna Niguel and the surrounding areas, finding a reliable and highly skilled team of accounting and tax professionals is crucial for peace of mind and financial well-being.

This article introduces you to The Tax Experts Group, a dedicated team of professionals based right here in Laguna Niguel, California. Known for their prowess in tax resolution and comprehensive accounting services, they offer tailored solutions designed to meet the unique needs of individuals and businesses throughout the Golden State. From managing daunting IRS challenges to strategic tax planning, The Tax Experts Group stands out as a trusted partner committed to helping their clients achieve significant financial relief and clarity.

Location and Accessibility

The Tax Experts Group is conveniently located in the heart of Laguna Niguel, California, making it easily accessible for residents across Orange County and beyond. You'll find their office at 30011 Ivy Glenn Dr #224, Laguna Niguel, CA 92677, USA. This prime location ensures that whether you're coming from nearby cities like Mission Viejo, Aliso Viejo, Dana Point, or San Juan Capistrano, reaching their office is a straightforward journey. Situated within a professional complex, the office provides a discreet and comfortable environment for discussing your financial matters.

For those utilizing public transport, various local routes serve the area, with stops within a reasonable distance. If you're driving, ample parking is typically available, adding to the convenience. Their central positioning in Laguna Niguel means they are not only a local resource but also a hub for clients from a wider California region who seek specialized tax expertise.

Services Offered

The Tax Experts Group offers a wide array of specialized services designed to address various tax and financial needs. Their expertise extends beyond simple tax preparation, delving deep into complex resolution strategies and proactive financial planning. Here’s a look at some of the key services they provide:

IRS Tax Resolution: This is a cornerstone of their services, particularly for individuals and businesses facing issues with the Internal Revenue Service. They are adept at negotiating with the IRS to resolve back taxes, penalties, and interest.
Offer In Compromise (OIC): A significant area of their specialization, The Tax Experts Group has a proven track record of successfully negotiating Offers In Compromise, which allows taxpayers to settle their tax debt with the IRS for a lower amount than what they originally owed.
Tax Reduction Strategies: They work to identify and implement strategies that legally reduce your tax liability, whether for individuals or businesses, ensuring you keep more of your hard-earned money.
Tax Preparation: Comprehensive and accurate preparation of federal and state tax returns for individuals, small businesses, partnerships, corporations, and other entities.
Tax Planning: Proactive advice and strategies to help clients plan for future tax obligations, minimize tax burdens, and align tax strategies with overall financial goals.
Audit Representation: Providing expert representation and guidance if you are facing an audit from the IRS or state tax authorities.
Wage and Bank Levy Release: Assistance in getting wage garnishments and bank account levies released, providing immediate relief to those under financial distress due to tax debts.
Penalty Abatement: Helping clients request the removal or reduction of penalties imposed by tax authorities.
Business Tax Services: Tailored tax solutions for businesses of all sizes, including corporate tax planning, compliance, and resolution of business tax issues.
Bookkeeping and Payroll: While not explicitly detailed in the provided reviews, many tax experts groups also offer essential bookkeeping and payroll services to support businesses in maintaining accurate financial records.
State Tax Issues (e.g., CDTFA, EDD, FTB): Beyond federal taxes, they also assist with state-specific tax problems and audits from entities like the California Department of Tax and Fee Administration (CDTFA), Employment Development Department (EDD), and Franchise Tax Board (FTB).

Features / Highlights

What sets The Tax Experts Group apart in the competitive landscape of financial services? Their commitment to client success and their distinctive approach to tax challenges are frequently highlighted. Here are some of their standout features:

Expert Team of Professionals: The firm boasts a team comprising highly qualified and experienced professionals, including Enrolled Agents (EAs) and Certified Public Accountants (CPAs). As noted in a customer review, Jack, a key figure, is surrounded by such a team, ensuring a high level of expertise in all cases.
Proven Track Record of Success: Customer testimonials consistently praise their ability to deliver tangible results, as evidenced by a remarkable $91,500 tax reduction from $92,500 down to $1,000 for one client, achieved through an Offer In Compromise.
Persistence and Dedication: The reviews underscore their unwavering commitment to clients, with one client specifically mentioning that Jack appealed a rejected Offer In Compromise at his own expense, ultimately leading to a successful outcome. This demonstrates a rare level of dedication.
Client-Centered Approach: Clients consistently highlight the professional, gracious, kind, and reassuring demeanor of the team, especially during stressful tax situations. They provide a sense of hope and confidence even in "terrible places with the IRS."
Holistic Tax Resolution: They don't just process paperwork; they navigate the complexities of tax laws and work diligently to find the best possible solutions for their clients, even when the process is lengthy, like the eight-month OIC mentioned in a review.
Specialization in Offer In Compromise (OIC): Their exceptional success rate and strategic approach to OICs make them a preferred choice for individuals and businesses seeking significant tax debt relief.
Clear Communication: Clients appreciate the team's ability to keep them informed and reassured throughout challenging processes, always maintaining a positive outlook.

Promotions or Special Offers

While specific, publicly advertised promotions are not detailed in the provided information, many professional accounting and tax resolution firms like The Tax Experts Group often provide initial consultations as a way for potential clients to understand their services and discuss their unique situations without immediate commitment. It is common practice in this industry to offer a free introductory session to assess the scope of work and determine the best course of action for tax resolution or planning.

For the most current information on any promotions or special offers, it is highly recommended to contact The Tax Experts Group directly. They may have specific packages or introductory offers for new clients, especially for those dealing with urgent tax matters or seeking a comprehensive review of their financial standing.

Contact Information

Getting in touch with The Tax Experts Group is straightforward. Here’s how you can reach them:

Address:
30011 Ivy Glenn Dr #224
Laguna Niguel, CA 92677, USA

Phone:
(949) 500-3460

Mobile Phone:
+1 949-500-3460

While an email address or specific website URL wasn't provided in the initial data, it is advisable to check their online presence via a quick search to see if they offer online contact forms or additional ways to connect. Their professional standing suggests they would have robust communication channels.

Conclusion: Why this place is suitable for locals

For individuals and businesses across California, and particularly within the Laguna Niguel and Orange County areas, The Tax Experts Group offers an invaluable resource for navigating the often-stressful world of taxation. Their suitability for locals stems from several key factors that resonate deeply with community needs. First and foremost, their physical presence in Laguna Niguel provides a crucial sense of local accessibility and trust. Knowing that expert help is just a short drive away, rather than a faceless online service, can be incredibly reassuring when dealing with sensitive financial information.

Beyond proximity, the team's demonstrated expertise in handling complex IRS issues, specifically their exceptional success with Offers In Compromise, makes them a vital asset for anyone feeling overwhelmed by tax debt. The glowing testimonials highlight not only their professional competence but also their empathetic and persistent approach. Clients consistently praise their ability to turn what seems like an impossible situation into a manageable and successful resolution, providing a "fresh start" as one review eloquently put it.

Whether you're an individual seeking to reduce a significant tax burden, a small business owner navigating intricate tax laws, or simply in need of reliable annual tax preparation, The Tax Experts Group offers the professionalism, responsiveness, and quality service that California residents deserve. Their commitment to their clients, as evidenced by their willingness to go the extra mile (like appealing a rejected OIC at their own expense), fosters a deep level of confidence and loyalty. For peace of mind and genuine financial solutions, The Tax Experts Group stands as a highly recommended local partner for all your accounting and tax needs.