Sarah Nagel, CPA

Sarah is reliable, responsible and a real professional. She used to work as a federal tax investigator for the IRS, so she knows how they work and how to get things accomplished. Along with being more knowledgeable than most CPAs, she has high ethical standards. For all these reasons, I would highly recommend Sarah!

Sarah Nagel, CPA, is very competent and capable to handle any tax situation you may have. My bookkeeping service has referred several clients to her for tax work and tax advice and all have been very satisfied. Sarah is efficient and continues to build her practice. She has a keen sense of limits and regulations as she herself was a former IRS agent. I will continue to recommend Sarah to my clients.

Great service! Sarah is very professional. She didn’t waste my time. She is about 200 $ more than h&r block but you get what you pay for. I’ll be going to her next year.

Sarah is really great! She’s professional, nice, and down to earth, and most importantly really knows the tax laws. She has gone over things that my past accountants have not even mentioned and really made me feel comfortable that I’m in good hands. Highly recommend!

Sarah is a team player who works with other professionals to assist her clients. I think one of her greatest assets is that she is always available to answer questions. I have worked with Sarah for over 10 years. Over the years, Sarah has referred many, many clients to me to help them with their health insurance needs. Sarah has prepared my families taxes for several years. She is a true professional who is caring and very responsive.

We have been using Sarah Nagel CPA for many years. She advises us on the best way to do things and answers any questions on our individual and business taxes. She gives us peace of mind because we know things are done correctly. We highly recommend her services.

Very excited I have found Sarah. She is SO knowledgeable and helpful not only in maximizing my deduction this year but helping me plan with unique strategies for future taxes! I look forward to seeing how this years deduction turns out!

The bottom line Sarah gets the job done. She has saved me thousands of dollars over the years in taxes by knowing how to prepare my tax returns. She has assisted me with my real estate transactions over the years. And She has keep me out of trouble. Don’t get me wrong, I’m happy to pay my taxes, but I want it to be reasonable. She will not nickel and dime you for every time you write an email or call for advice. Even though she is an extremely experienced and knowledgeable tax accountant and real estate broker, her prices are very fair. She is the best.

Everyone loves working with Sarah. She has many years of experience. She is truly awesome! Sarah has helped many of my clients, by providing documents to assist them in refinancing and purchasing property with me. She is responsive to her client’s needs. Did I mention that she is very professional, kind, and accommodating? Sarah is simply the best!

I am highly disappointed in Sarah Nagel after reading such great reviews. Sarah made 4 huge errors in our 2014 returns resulting in us overpaying thousands of dollars in taxes which I have now filed amended returns in an attempt to get our money back. One was so simple as to file a full year return for one of our states instead of a part year return. Also, after receiving a letter from the IRS after our initial filing, Sarah’ response to my email was only to state her hourly rate in order to discuss the situation further. I was appalled at the lack of service, caring for her customer, and follow up on HER errors. I absolutely do not recommend Sarah unless you are looking for a world of trouble.

Sarah is amazing she is by far the best CPA you could hire in Orange County. She takes her time and listens to exactly what you need as a business owner for your tax needs. I recommend her because she takes her time with you and also helps you get the best out of your tax return. She was a former federal tax investigator and that’s what makes her even better than most CPAs out there. She also keeps up with the new tax laws and is always trying to make me save more money.

I’m a career woman that can write a press release while talking on the phone to an irate customer but trying to figure out my taxes stops me in my tracks.
I was referred to Sarah Nagel, CPA by a good friend many years ago.
I already had a CPA that prepared my taxes but a friend of mine raved about
«what Sarah can do for me». I thought I would give her a shot. With my former CPA I didn’t get back much of a refund but I didn’t have to pay either which I considered myself lucky.
The first year I used Sarah, I preformed all my usual preparations of tax documents providing her with my income & expenses. To my surprise, Sarah was able to get a bigger refund for me.
In the following years, I realized how good she really was as a CPA, when I always got back more of a refund than my friend. My friend owned a condo in the same building as me and earned about the same amount of income. Our tax profile were pretty identical, but every year I received thousands of dollars more in my tax refund than she did.
Years later, I convinced my future husband to use Sarah instead of his long-​time CPA. Of course he was resistant because he was a business owner for over 25 years & he felt his taxes were much more complicated than mine. He was right but when he finally used Sarah to prepare his taxes one year, he couldn’t believe the outcome.
He quickly became a loyal client.
In the years that followed, Sarah has prepared my tax returns after I sold my home and income property and managed taxes for a trust from my late husband, all very complicated tax issues.
Sarah answers all my questions without making me feel like an idiot.

Sarah has been a life saver for me! I owed a large debt to the IRS and to the State of CA. I worked with two other CPAs prior to Sarah and they were not able to help me. I felt very discouraged and worried. The IRS was taking money directly out of my bank account and sending me daily notices. I met with Sarah and explained my situation in detail to her. She was patient and listened and she meticulously sifted through all of my tax issues for 2008, 2009, 2010, 2011 & 2012. She gave me step by step direction on what she needed and how we were going to proceed to get me free from this mess. She filed an Innocent spouse case for me for 2008. Submitted documentation for 2009 that was missing an amended return for 2010 and 2011. I started receiving notices in the mail saying 2009 is clear $ 0 balance, 2008 is being reviewed and then on Christmas day I went to my mail box to find a large check from the IRS far above what I had owed!!! What a great Christmas present there was also a letter stating that my file for every year with the IRS and the state of CA were clear and I do not owe anything to either agency. Wow, Thank you to Sarah I am free and clear and feel a huge sense of relief! We have already met this year to do a corporate tax return and my personal return for 2013 and I trust that I am in good hands with Sarah. Sarah is extremely knowledgeable and truly cares about her clients and does everything she can to resolve issues and she makes it easy! I know that Sarah works to maximize every deduction possible to get me the refund deserved so that my hard earned money is not left on the table. Thank you Sarah… for all of your time and your brilliant mind. I am a client for life.

I was referred to Sarah by one of her longtime clients (a woman I work with). It was the best referral I have ever received. Words cannot express how happy and satisfied with her services.
As someone who has several occupations, works in both New York and California, and has many 1099’s and W2’s, tax season can seem very intimidating. However when I met Sarah in person to discuss my return, all of my concerns were assuaged. Sarah was not only extremely professional, but she was also personable, kind, and made me feel very comfortable. She answered all of my questions, patiently explaining anything I was unsure about, and spent time getting to know me and my business in order to ensure the best return possible. As a result, I left her office feeling relaxed and confident.
When I received my return from her that evening, I actually re-​read it three times to make sure I wasn’t reading it incorrectly. Words cannot express how pleased I was when I received it; I am am extremely satisfied with the return she has prepared for me.
I have already given her name and information to several friends of mine. Her expert knowledge and outstanding customer service have exceeded my expectations, and I look forward to working with her again next year!

It took several years, but I finally changed CPA’s this year. I am extremely loyal – I’ve been with my personal physician for 32 years. But I changed to Sarah this year. She is extremely professional, competent and accommodating. The result of her handling my tax matters this year was simply amazing. I couldn’t believe the results. If you are on the «fence» about changing your CPA I couldn’t recommend Sarah enough. If you are not on the «fence» I highly recommend trying her services – you will be elated that you did. Her grasp of the tax codes with all its intricacies is amazing.

Over the last 10 years, I have used another CPA, and a tax law firm to try to take care of a tax issue. Neither got any results. Sarah was able to get some resolution to my problems and to help me with other tax issues. i highly recommend her efficient and prompt manner in dealing with the IRS and helping me put my tax problems behind me. She is extremely knowledgable in the tax codes and in dealing with the various tax agencies