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Consumer Tax Advocate

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LAST UPDATED: February 29th, 2024

Consumer Tax Advocate provides comprehensive accounting solutions to individuals and businesses throughout the state of California. The business is licensed within the state and provides professional and affordable services in a space where multiple laws and regulations exist. 

In addition to providing proactive tax and accounting services, Consumer Tax Advocate can help resolve those issues and work as the middle man between the client and the IRS. Since tax laws are complicated, Consumer Tax Advocate will assist in filing, identifying deductions and credits, and providing experienced tax insights where applicable. 

Consumer Tax Advocate specializes its business services by targeting specific industries. Currently the company services businesses in construction, dentistry, healthcare, hospitality, law, manufacturing, and real estate. Accounting, quickbooks, and tax preparation services are available for all businesses in the listed industries. 

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The Good

  • Individual Services
  • Business Services
  • Tax Solutions
  • Accounting Specialty

Individual Services

Many tax preparation companies target individuals or businesses, but rarely offer services for both. Consumer Tax Advocate believes in helping individual clients in need of this type of financial assistance as related laws are complicated and complex. Consumer Tax Advocate offers the following services for individuals:

  • Personal financial planning
  • Retirement planning
  • Estate planning
  • Elder care
  • Wealth management

With these services, Consumer Tax Advocate helps protect personal assets of clients, particularly as they age. 

Business Services

Consumer Tax Advocate truly shines in the business financial arena. In an effort to help businesses find success and avoid financial pitfalls, Consumer Tax Advocate offers the following solutions for businesses:

  • Small business accounting
  • Bookkeeping services
  • Payroll
  • Part-time CFO services
  • Audits, reviews, compilations
  • Forensic accounting
  • Cash flow management
  • Bank financing
  • Business valuation
  • Business advisory services
  • Financial planning for businesses
  • Succession planning
  • New business formation
  • Internal controls 
  • Litigation support

For a company that specializes in tax preparation and accounting services, Consumer Tax Advocate’s range of additional business financial services is impressive, especially considering the competition does not typically offer all of these services. 

Tax Solutions

Taxes are complicated; there are so many laws and reductions in place that the average person or business professional is unaware of. To help in this area, Consumer Tax Advocate provides the following services:

  • Individual tax preparation
  • Tax preparation for businesses
  • Tax planning
  • Estate and trust tax services
  • Cryptocurrency accounting services
  • Tax relief

While most of these tax-related services are offered by tax prep companies, few offer tax relief solutions as comprehensive as Consumer Tax Advocate. Clients in need of tax relief will find that Consumer Tax Relief can help with IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishments, IRS seizures, IRS payment plan, offer in compromise, bankruptcy, innocent spouse relief, and will obtain the client’s IRS file. 

Accounting Specialty

The company employs CPAs to help businesses with a cost-effective method of managing their finances. Consumer Tax Advocate specifically works with QuickBooks, one of the more popular business accounting software platforms. The company provides QuickBooks setup, training, Q&A, tune-ups, and tips for small and mid-sized businesses.

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The Bad

  • Missing Accreditations
  • Firm/Staff Size

Missing Accreditations

Within the tax preparation industry, there are a number of accreditations that companies and individual professionals alike can obtain. These accreditations go a long way in demonstrating knowledge and expertise within the tax preparation field. Accreditations in this field include the following:

  • ASTPS
  • NATP
  • NAEA
  • AICPA
  • IRS CE Provider
  • ABA

At this time, Consumer Tax Advocate simply claims to be “licensed” but does not have any of these accreditations. Its competitors certainly have these on their resume. 

Firm/Staff Size

According to LinkedIn, Consumer Tax Advocate remains a small operation with a CPA on staff. There are not additional tax attorneys or enrolled agents for the company to turn to for expertise and workload management. 

The number of clients and tax cases that Consumer Tax Advocate can take on is relatively small compared to the big competitors within the industry. Prospective clients should consider whether or not their particular situation requires other supporting contributors prior to hiring Consumer Tax Advocate. 

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The Bottom Line

Consumer Tax Advocate provides services to individual and corporate clients. For individuals, Consumer Tax Advocate offers a number of financial planning and management services to help protect personal assets. For business clients, Consumer Tax Advocate provides a wide range of accounting and advisory solutions.

The company offers tax preparation, planning, filing, and return services. Lastly, Consumer Tax Advocate is known for its accounting specialty assisting businesses with the QuickBooks platform.

While there are a number of reasons clients may want to consider Consumer Tax Advocate for tax preparation or other accounting services, there are limitations that prospective clients should be aware of prior to hiring the firm. Consumer Tax Advocate claims to be licensed but it is missing all industry-related accreditations. The firm itself also solely consists of CPAs and is relatively small compared to its competitors. 

Clients in need of quality tax preparation services would likely benefit from what Consumer Tax Advocate provides. 

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Garrett Holdridge Irvine, CA

Years back I was tasked with throwing a major company party where I received 65 online payments of amounts varying small amounts of money. Last year I received a notice from the IRS that I owe them a lot of money for this because they thought it was income. I called IRS to explain my situation and they told me unless I can gather every attendee who sent me money to give them a statement I was on the hook. Given some of these people do not work for the company anymore I knew I needed help. I called Consumer Tax Advocate and reached Mr. K who assured me he has seen this before and there was ways to help. Over the next two months I worked with CTA and received a letter from IRS that I no longer owe the debt and this made my year. It was very stressful given I didn't think I did anything wrong but know the IRS can come after me anyway. So grateful I found this company and would recommend.

1 year ago Edited October 11, 2022

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Daniel Rojas Irvine, CA

For the last few years I have been dealing with problems with the IRS that I couldn't seem to figure out on my own. After speaking with Zach K at Consumer Tax I already feel less stressed! Not only was Zach extremely professional and easy to speak with, he also was able to lay out a plan of action for us to be debt free! I cannot recommend them enough, and I'm glad I was able to get my tax issues solved painlessly

1 year ago

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Kayla Los Angeles, CA

Honestly so relieved these guys helped me! I didn’t really know what to do and was referred here , they really simplified it for me and helped me understand what was needed to amend my messy 2019 return … so glad !

1 year ago

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William Anderson Dayton, OH

Couldn't be more disappointed I started working with Jade R on my ERC application. At first I was impressed with her help and timely responses. I completed all the paperwork and went through all the forms/applications. Then complete silence from this company. I have tried to verify completion of the process and ZERO RESPONSE. The last time I was able to get through I was told Jade was no longer in that department and assured someone would get back to me. That was 2 months ago. No email, phone message or online contact request has been answered. I regret working with this company and wonder if there is deceptive business practices in play....

4 months ago

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Edwardo Cerritos, CA

Quick and easy, very thorough Tax work . They saved me a headache and money at the same time. Would highly recommend!

1 year ago

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Barbara Forbes Las Vegas, NV

It was so simple! I provided the 941's and ERC Specialists sent in the required forms to the IRS. I just sat back and waited for my checks from the United States Treasury!It took a few months but they started to roll in.

1 year ago

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Jennifer Vasquez Irvine, CA

CTA helped me settle my tax debt and they have excellent customer service.

1 year ago