I was behind on my taxes for 3 years. My partner recommended this tax office and Jennifer as an…read moreaccountant. Jennifer was professional, thorough, and walked me through all my options to maximize my tax return. She's efficient in her work and has her clients best interest in mind. Prices were also pretty fair. I know who my tax accountant will be going forward!

Danny is very knowledgeable and knows what you can and cannot claim. He is very courteous and…read morepatient. We will be going here next year. He charges a very fair price.

Kathy, my CPA for 3 or so years now, responds super fast, even at crunch time. She is direct and to…read morethe point, wasting no time, and always punctual. She charges a fair price and helped me get a substantial refund last year. Cuz of an annoying K-1 that always comes late, I have to file an extension every year, but she has been appropriately conservative in estimating the amount I should pay both the IRS and FTB just in case on Apr 15, making my refunds even more pleasant of a surprise lol. She's also helped me with my dad's tax returns. Thank you! P.S. I think I already alluded to this earlier, but to emphasize in this day and age of stupid inflation: her prices are very reasonable, at least based on what I just read chatGPT says I should expect for our return's degree of complexity. Shoot, does that mean if she reads this she will raise her rates? I hope not hehe

I've been going to Kathy for the last 5 years I believe. She's direct , honest , knowledgeable, and…read morepersonable. When I have a question about taxes , I just ask her and she's usually quick and responsive. They have you upload docs on their portal so once you go to your appointment, you're in there no longer than 20 minutes making the experience even better; Quick ,Efficient, and seamless. Highly recommend her.

I must join everyone else and give the highest ratings to this firm, especially my collaboration…read morewith Tai on tax preparation. He is detail oriented, thorough and provides very useful information on the tax code and the actions we take together. I have worked with him for a number of years and he makes paying your taxes as pleasant as they can be, under the circumstances. lol The prices are also very affordable !

I find it disappointing when a business responds to a negative review primarily by defending its…read moreactions rather than taking the opportunity to understand the customer's concerns and acknowledge where its communication could have been better. Since the owner has now responded to my review, I would like to address each of her three points. 1. Roth conversion calculations We were never told that calculating the Roth conversions would involve an additional charge. Had we known that, we may have reconsidered having the calculations performed. More importantly, regardless of whether there was a charge, the calculations provided to us by Tai were incorrect. He sent the calculations to us twice, and both versions were wrong. These calculations involved our actual tax liability and potential Roth conversion decisions. Providing incorrect tax calculations is a serious concern because a client could reasonably rely on that information and potentially make financial decisions based on it, which could result in an unexpected tax liability or penalties. The issue was therefore not simply whether the calculations were included in our client copy. The issue was that the calculations we were given were incorrect. 2. Mortgage interest The owner's response says that our mortgage interest statement was included in our return and that the information was used in determining whether itemizing deductions or taking the standard deduction was more beneficial. That was never clearly communicated to us by Tai. He did not explain that the mortgage interest information from the prior year was being used in that way, nor did he explain how changes in our mortgage-related expenses could affect that calculation. Mortgage-related expenses can change from year to year. For example, changes resulting from a loan modification or restructuring, property taxes, insurance, or other changes affecting our mortgage could potentially affect the itemized deduction calculation. As clients, we should have been given a clear explanation of how that information was being handled rather than having to infer it afterward. 3. Filing date and payment date This is the issue that concerned me the most. My complaint was never about whether Smart Tax & Accounting has a procedure requiring final client authorization before filing. I understand that authorization is necessary. The issue was that authorization to file and confirmation of when the return would actually be filed are two different things. Tai asked us to authorize the return, but he never confirmed with us when he would actually file it. He did not ask us what filing date we preferred or confirm the date on which the return would be submitted. That distinction matters. A client may need a refund by a particular date, or conversely, may need to make sure a tax payment is withdrawn on a particular date. Simply providing a payment date somewhere in the documents is not the same as clearly communicating and confirming when the return will actually be filed. For me, this was a communication issue, not an issue with Smart Tax's general authorization protocol. Overall, I am disappointed that the owner's response does not appear to address the actual concerns described in my original review. Instead, several of the points seem to explain why Smart Tax's procedures were technically followed without addressing whether those procedures and communications were clear and accurate from the client's perspective. I am leaving my original review in place because it reflects my actual experience with Smart Tax and the problems we encountered. I believe prospective clients should have the opportunity to hear both sides of the experience. If the owner would genuinely like to discuss what happened and review the facts of our particular situation, I am open to continuing the conversation through Yelp.

Travis did my 2025 tax filing. He kept the appointment on time and worked quickly. I'll come back…read morenext year.

Travis failed to explain a Premium Tax Credit reconciliation before filing my return, which…read moreresulted in an unexpected repayment. This was never discussed in advance, nor were the implications or repayment caps explained and I only discovered it after filing. Travis later was able to provide an explanation.

I've been coming here for the last 4 to 5 years and I have to say I am actually very happy with…read moretheir service each year. They go out of their way to try to minimize the amount I have to pay back. This year was no exception.

I dont even know if I want to put in ratings because they might get busy .. but I shouldn't be…read moreselfish . These guys are quick, painless and affordable!!! We called around and the prices are well over $300! We called this location, they were quick to get you on and out. Very curious and professional. Took around 20 -30 min tops. Walk in outside of peek times. I love they went straight to work and had you on your way. Pock up lasso easy ans direct deposit was painless.

I was recommended AT&A American Tax and Accounting Services for my tax and accounting needs due to…read morethe fact that my last tax person lost a lot of my files last season, and overall it's been a really smooth experience. They're straightforward, easy to talk to, and don't make things feel more complicated than they need to be. I had a few questions about deductions and filing changes, and everything was explained in a way that actually made sense without feeling rushed. Turnaround time was solid, and they were pretty responsive when I followed up. What I appreciated most was that it felt organized and personal at the same time; it feels like you're not just another file in a stack. Pricing was fair for the level of help I got, and I left feeling confident everything was done correctly. I'd definitely recommend them if you want a no-drama, reliable place for taxes or bookkeeping.

Normally I do taxes through TurboTax by myself but last year I sold stocks I was awarded from my…read moreworkplace years ago and I was worried I have to pay taxes instead a refund. It felt complicated filing taxes by myself since I sold stocks so I had to hire a professional. I was concerned of paying a high fee so I contacted AT&A to help me out on my situation and Megan respond back to me via email. I made an appointment with her the next day and she was very detailed and I was not aware with the overtime bill (I am a type of person who works overtime weekly) that recently pass and it helped me paying less taxes than expected. My appointment took an hour and it was worth it when my concerned of paying only taxes for both federal and state, I ended up getting a refund for fed but ended up paying taxes with state but I am satisfied with the outcome they gave me. I would definitely come back here to file taxes again next year and I was 100% satisfied with the service they provided and the cost to file taxes was reasonable too. Thanks again Megan, Danny & AT&A. The drive from Riverside to file taxes in my complicated situation was worth it.

I discovered Monica Ji during a challenging time. My wife and I had been using TurboTax for years,…read morebut after experiencing several major life changes in a short period, we found ourselves in a complicated tax situation. Unfortunately, TurboTax's summary of our filing did not help us identify the issue. This year, we decided to hire a CPA, which is how we found Monica. We explained our situation and sent her our tax documents via a secure Dropbox. Within a week, Monica reviewed our information, filed our taxes, and pinpointed the issue that had caused the confusion. Thank you, Monica--we look forward to working with you in the future!

I came to Monica with terrible state of business taxes..late and overall just unorganized. During…read morethe pandemic it was more than difficult to find good tax help. Monica took me on right of way and was working on our multiple issues since the beginning. She was thorough. Asked lots and lots of questions for our benefit and overall just have superb work ethic. It's been amazing working with her and just over all grateful that she has gotten us to compliance... and is now preparing us for next year ! Thanks again Monica ! You are a life saver ! Happy to have this business relationship with you !

Was a little uncertain at first but decided to give Liberty Tax a try and I'm so happy I did!…read more Ajay and Virginia were both extremely helpful and knowledgeable on what to do. The office was nice and clean and and took about an hour for each of us to get our taxes done. Overall, very pleased with this place and will definitely be back in the upcoming years! Thank you Ajay and Virginia!!!

AJ is the man! AJ, seems to have a good pulse on the economic climate. As it almost felt like an…read moreaffirmation and friendly consultation rather than doing my taxes. While Yelp may not always be a good indicator whether or not things are trustworthy and reliable. As most of the time it's just hyperbole from HR, or some employee you can tell is being told to give a good review. With all the positive testimonies for AJ, that was what ultimately compelled me to try Liberty Tax. I can attest that AJ is thorough in his execution for delivering the maximum allotted for taxes. With the tax deadline approaching... anxiety is the last thing you will feel with AJ. Give Liberty Tax and AJ a try, you won't regret it!

Ive been going to Dan for the last 4-5 years. He's the best! He always answers any questions I have…read moreand works efficiently.

They were not at the office, took phone call but refused to offer service…read more Got recommended by friends but was worthless in offering any assistance.

Wow! The ladies here are really helpful! While I was waiting to do my taxes because they were a bit…read morebusy, they offer you water and let you know they will be right with you. Did my taxes here this year! And let me tell you Nancy explains every step and explains everything to you! And of course can't beat there prices! Wow definitely recommend! :)

Every year i make sure I come in at staton Insurance for anything my taxes my car insurance they…read moreare very helpful, very professional and friendly, you feel so comfortable knowing they are helping you out in what you need...if you have any question regardless of anything they can help you with everything. Taxes, car insurance I'm glad I found this place