When I found out I owed the IRS over $600,000, I felt helpless and scared. I was worried that they would seize my assets and property to settle the debt. Luckily, I found the Managing Director of Client Tax Services who had a wealth of knowledge on reducing tax bills. He explained tax liens, priority of claims, and reviewed the relief from federal tax lien rules with me. Thanks to his expertise, the IRS reduced my debt to $130,000, and he even took the time to walk me through the process. I can't thank this firm enough for their exceptional service and expertise in their field.
President of Lanterman Insurance
Client Tax Service has been an invaluable asset to our agency. Their team has demonstrated a deep understanding of all aspects of our California S Corporation and has helped us navigate the complex world of taxation with ease. Their expertise has enabled us to make sound business investments and has resulted in significant cost savings for our organization. We are grateful for their dedication to our success and only wish we had switched to their services sooner. We highly recommend Client Tax Service to any business looking for exceptional CPA support.
Tax Partner, HCVT LLP (formerly with KPMG LLP)
The managing director at Client Tax Services (CTS) hired our firm to assist with the evaluation of a client’s California Enterprise Zone Credits. CTS proved to be highly skilled, providing quality services and was very helpful in assisting our firm with this complex, multi-year project. With CTS’s help, together we were able to jointly identify millions of supplemental tax savings.
Vice President, Information Technology – East West Bank
“A firm’s expertise can be differentiated in terms of the following classes: Novice, Beginner, Intermediate, Expert, and World-Class Guru.
My observation of Client Tax Services practice and understanding of all tax intricacies both from corporate and individual would place this firm in the class of a World-Class Guru.”
Senior Vice President at Zions Bank
Client Tax Services (CTS) made a wise decision in hiring the Managing Tax Director based on his exceptional tax expertise. He played a crucial role in addressing tax-related issues for financial statement documents, including the submission of 10-K, 10-Q, and other SEC filings. As the person responsible for tax compliance and filings for a multi-billion market cap company, his knowledge of tax laws led to significant savings. One such example was his foreign earnings repatriation strategy, which resulted in saving the company $8 million in federal taxes and an additional $2 million in state taxes. His ability to navigate complex tax issues and analyze details has proven to be invaluable to the benefit of the company. The Managing Tax Director at CTS is undoubtedly a master of his craft and a valuable asset to any company.
Tax Partner at Baker & McKenzie
Client Tax Services (CTS) managing director demonstrated exceptional expertise when identifying and addressing a challenging and complex tax issue. This particular issue was quite unusual and had the potential to create significant problems if left unresolved. However, CTS approached the matter with the utmost professionalism and diligence. The handling of this issue showcased their excellent understanding of highly complex legal issues, which was balanced by their sound and mature judgment. They exhibited great care and attention to detail in their analysis and resolution of the issue, and their efforts proved to be highly effective. Their ability to navigate complex tax issues with a steady hand and mature approach sets them apart as a leader in their field.
I had the pleasure of working with Client Tax Services on a variety of tax matters and I cannot speak highly enough of their expertise and professionalism. Their knowledge of tax law is truly exceptional, and they consistently operate with the highest level of integrity. I was particularly impressed with their team's sharp intellect and creative approach to problem-solving. They were able to provide innovative solutions that saved me both time and money. If you are seeking tax assistance, I highly recommend Client Tax Services. Their team of experts will undoubtedly provide you with exceptional service and deliver outstanding results.
Real Estate Professional
I have had the pleasure of working with the managing director at Client Tax Services for over thirty years, and I can confidently say that his expertise and advice have been instrumental to my success. He consistently provides rock-solid tax and accounting guidance, and his solutions to even the most complex situations are always clever and legitimate. I am always at ease referring him to my associates and friends because I know that they will receive the same level of care and attention that he provides to his national clients and to me.
What sets this firm apart from others is their comprehensive approach to every engagement. They do not see clients as mere transactions but rather as long-term partners. Their proactive nature and commitment to going the extra mile are unparalleled, and I have received emails from them addressing our discussions at all hours of the day and night.
Without a doubt, Client Tax Services is the best of the best. Their expertise, professionalism, and dedication to their clients make them a standout in their field. I cannot recommend them enough.
I hold Client Tax Services in the highest regard. They are not only knowledgeable and ethical in their field, but also personable and trustworthy. It's rare to come across CPAs who possess such a high level of competence and integrity, and who are committed to helping their clients minimize their tax liabilities. One of their key strengths is their ability to identify and address the most important tax issues, and they always go above and beyond to deliver top-notch service to their clients. Additionally, they are fair in their pricing and will not overcharge. I highly recommend this polished and experienced tax firm to anyone seeking reliable and professional tax services.
Juan Carlos Villalobos
President at Apex Financial Solutions, LLC
After experiencing the exceptional service provided by Client Tax Services for my friend's tax return, I decided to enlist their expertise to help prepare the financial statements and tax returns for my company, Apex Financial Solutions, LLC. I was impressed by their meticulous approach and attention to detail, which resulted in a significant reduction in my friend's tax liability. The team at Client Tax Services went above and beyond, analyzing all available tax planning techniques to ensure the best possible outcome. Their comprehensive review of prior year tax returns resulted in additional tax deductions and savings for my friend, which was a pleasant surprise. Based on this experience, I had no hesitation in seeking their assistance with my own financial statements and tax returns. They provided valuable guidance on complex issues related to the California Residential Mortgage division and the US Department of HUD, and identified key issues in my prior and current year tax returns. The professionalism and expertise of the team at Client Tax Services are second to none, and I wholeheartedly recommend their services to anyone seeking high-quality tax and accounting support.
Managing Director, Global Wealth Management
The managing director at Client Tax Services (CTS) is a highly experienced tax professional who consistently delivers exceptional service. CTS’s ability to identify key tax strategies and implement them in a timely and efficient manner is unparalleled. I have been consistently impressed with their dedication to ensuring that their clients pay the absolute minimum amount of taxes required by law. I highly recommend CTS for their expertise, professionalism, and commitment to providing outstanding service.
Controller – Zetta, Inc.
In my role as Corporate Controller at Ampro Computers, I engaged Client Tax Services to assist us in amending several years of corporate tax returns. Their extensive knowledge of both Federal and State tax regulations helped to defer a substantial tax liability for our company. Working with Client Tax Services was a pleasure, as they made complex tax rules easy to comprehend, and were always available to answer questions or concerns. I highly recommend this firm for their expertise and professionalism in the field of taxation.
VP, Corporate Development and Strategy at Bank of the West
Client Tax Services is a top-tier tax firm with an outstanding managing director who has a wealth of experience in tax law and accounting. Their attention to detail and thoroughness are unparalleled, and they are committed to finding creative solutions to complex tax issues. I have had the pleasure of working with them and can attest to their professionalism and expertise. If you want to ensure that your tax matters are handled with the utmost care and precision, I highly recommend using Client Tax Services.
Manager at FIOH Global Asset Management and Strategies, LLC
Client Tax Services is an exceptional tax firm with a managing director who is a true expert in tax law. His depth of knowledge and creativity in finding effective solutions to complex tax issues is unparalleled. The managing director has a unique ability to communicate these issues in a clear and understandable way, making him an ideal advisor for any tax-related matter. I strongly recommend using Client Tax Services for all of your tax needs.
Doctor of Medicine
I have been a client of Client Tax Services for over a decade now and I am continually impressed with their expertise in tax matters. They always seem to have a new and effective solution to any tax issue I may have. What's most important to me is the amount of money they have saved me over the years. They take a comprehensive approach and ask a lot of questions to ensure that every possible tax deduction is taken into account. Their attention to detail is truly remarkable. The managing director is a quick thinker and always returns my calls and emails promptly. He is friendly and approachable, and his deep knowledge of tax laws and regulations is truly impressive. I am confident that Client Tax Services is the best tax firm out there, and I highly recommend them to anyone looking for top-notch tax advice and services.