This is my second review of Excellent Financial, I continue to be impressed with the level of…read moreservice I've received. Armando, who did my taxes, is very knowledgeable, friendly and professional. Everyone I've come in contact with, including the receptionist has been super friendly and courteous. If you want someone who knows all lot about taxes, definitely choose this company.

I have been going to Armando and Jordan since 2017 when I had my business. They have ALWAYS been…read morepatient with me as I ALWAYS extend to October and turn in all my tax paperwork 1-2 days before the deadline. They are ALWAYS happy to help and they have taken care of my business and personal taxes better than anyone else I have ever used in my life. Everything they do is online so an office visit is not really necessary and it's extremely convenient. They are professional and friendly and I recommend them to anyone looking for a good accounting firm that knows what they are doing without putting you or your business at risk.

Sam is the absolute sweetest. He's very thorough and it's super convenient to do my taxes with him…read morebecause it's all online.

Working with Sam has been an absolute game-changer for me. While I've only used S&S for the past…read moretwo tax seasons, I can confidently say that I'll be sticking with him for my future returns. I started considering getting a tax accountant the year I began a new side gig which I knew would add some complexity to my tax situation. I was still leaning towards just using one of the free tax software options out there since it wasn't any crazy amount of extra money and plus, they were free. But I decided to get a few consultations set up and after a few unimpressive calls with other offices, I ended up talking to Sam. Since then, Sam's always been refreshingly straightforward in his services. He doesn't waste time, but zeroes in on what matters most--maximizing my returns and minimizing my stress. Plus, I've never had to waste time going in-person and taking care of physical forms since his office keeps everything digital and makes my job as easy as uploading my documents. Despite my initial hesitation over the cost of a professional vs free software, Sam's expertise has proven invaluable. He's done an incredible job with saving me money and the peace of mind that comes from knowing my taxes are in capable hands is priceless.

I've had a GREAT experience working with Hanane at HB Tax Services!…read more From the very beginning she's been beyond responsive, professional, and easy to work with. Every question I had (regardless of what time of day it was asked) was answered quickly and clearly, which made what is usually a stressful process feel effortless. Hanane's attention to detail and deep tax knowledge gave me great confidence that my return was done correctly -- and on time (filed by mid-feburary!). I was so impressed that I even recommended her to my brother, and he's been just as happy with her service! Highly recommend HB Tax Services to anyone looking for personable, knowledgeable, and reliable tax help!

Hanane was great to work with! She made filing extremely easy and I would definitely utilize her…read morenext year!

I found Angel after feeling overwhelmed with taxes and unsure who to trust. From the first call, he…read morewas calm, clear, and focused on helping me get clarity--not just rushing me through forms. He asked thoughtful questions, spotted things my last CPA missed, and helped me feel more confident about my finances. He doesn't just do taxes--he explains them in a way that makes you feel in control. If you're a business owner or just want someone who actually cares and knows what they're doing, Angel is the one.

I have worked with Angel for several years and highly recommend him! He's knowledgeable and helpful.read more

Kevin and the team at Phlotic were fantastic to work with for our 2025 taxes. From start to finish,…read morethey were professional, responsive, and extremely organized. Kevin communicated clearly throughout the entire process, answered all of our questions promptly, and made what can normally feel like a stressful experience smooth and straightforward. We especially appreciated how efficient and proactive the team was -- everything was handled in a timely manner and with great attention to detail. Highly recommend Kevin and Phlotic to anyone looking for a reliable, knowledgeable, and professional accounting team. We look forward to working with them again next year!

Kevin and the team helped me save thousands in taxes. I don't even know what I'd do without them…read more Thank god for talented and smart individuals because TurboTax ain't doing anything for business owners.

As always my review my experience. I absolutely recommend…read morethis place. I needed a visa to travel abroad to China and this location took care of the picture needed. It had to be to a certain size and they captured that correctly. Thank you for taking care of your customers with respect. You listened for what I needed and delivered it. Thank you!!

I came here about a a month ago and I couldn't have asked for a better experience…read more When I called ahead, the woman who answered the phone was incredibly helpful and encouraged me to come right in. Luckily, I made it just before their lunch break. From the moment I arrived, the entire process was smooth, efficient, and stress-free. Jennifer was absolutely wonderful. She was kind, personable, professional, and genuinely seemed to care about helping me. She took the time to explain everything and went above and beyond when I was having trouble scanning and converting documents into a PDF. Instead of rushing me along, she patiently showed me exactly what to do and made sure I understood the process. The gentleman who took my fingerprints was also friendly and efficient, and together they made what could have been a stressful task incredibly easy. If you ever need a Live Scan, this is the place to go. The staff is knowledgeable, the service is fast, and the customer care is exceptional. It's rare these days to find people who are this helpful and willing to go the extra mile for their customers. A huge thank you to Jennifer and the entire team for making the process so easy. Highly recommend!

This company is AWESOME!! Got my taxes squared away with…read moreFeds and state. With no PAIN!!! Best phone call I have ever made. They took care of me start to finish. THIS IS THE COMPANY TO CALL IF YOUR HAVING TAX CONCERNS!!!

Moved from Texas to California and needed to get situated with my taxes & finances. I came to…read moreHerbert financial and the staff was amazing! They are extremely responsive and are focused on your needs as a priority. They offer several different services for individuals as well as business owners. I will continue to use their services. I recommend them to all my family and friends.

You will not get your money worth unless you're doing a 1040. And in fact they will charge you…read morelike you have a schedule C with 6 entities. It's called upselling. They do it hard and aggressively. Save your money etc and find a reputable spot. Just my 2 cents.

I've been coming to see Ronald for several years now. He's efficient, has a wealth of knowledge,…read moreand tells silly jokes! Ronald is very accommodating to your schedule and that helps too! Added bonus: plenty of parking!

I had a great experience working with Jerry at Exact Tax. My tax situation was pretty complex and…read moretook quite some time to sort through, but he was patient, thorough, and incredibly helpful throughout the entire process. He took the time to answer all of my questions--not just about my current filing, but also about strategies for both my business and personal taxes moving forward. I never felt rushed, and he made sure I fully understood everything along the way. I'm really glad I found Jerry and decided to make the switch from my previous tax preparer. It was absolutely the right decision. Highly recommend him if you're looking for someone knowledgeable, responsive, and genuinely invested in helping you long-term.

Do not leave a retainer with Exact Tax (Mary Wong CEO). I was excited about starting a new…read morebusiness. I was looking forward to working with Mary Wong as she came very highly recomended. Due to the economy my business never got off the ground due to the economy. I gave them a 500.00 retainer in good faith, for services to be provided. Well unfortunately no services were provided. I request the return of unearned retainer in good faith. They asked for my copies of check and receipts I provided them as asked. they asked me to reach out to them on Monday. They kept my paperwork and referred me to their attorney over the small sum of 500.00. I am shocked I am so glad I didnt leave a larger retainer

I have been referring my family members and friends to Michael (MZ Services) for over 10years for…read morethe their individual tax preparation needs. Michael is truly the best. He always answers your calls and takes care of you promptly. I have total confidence in Michael as far as taxation knowledge and professional courtesy. Everyone I have referred continue to have MZ Services handle their personal taxes. I recommend MZ Services without hesitation.

I have been coming to Michael for my taxes for at least 6 or 7 years, now. Since day 1 he has…read morealways treated me like family. Always there to answer my questions, charges me a fair price for his work, gets me back top dollar on my taxes and is fast. I come back to him every year because he's really really good at what he does and he cares about his clients and I appreciate that personal connection. :)