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.

I feel so comfortable getting my tax returns done here…read more Nancy is great! She is very helpful, knowledgeable, and prompt. Thank you for your service!

Extremely professional and efficient. They helped me out with my returns last minute and were able…read moreto get me the largest refund I have ever gotten. 10/10 recommend

My husband and I have been going to Mark for 5 years. Exceptional tax knowledge and easy to talk…read moreto. At the start of every year he sends us a packet outlining everything we need to bring in to our tax appointment so that the process is easy and organized - it's very impressive. I'll note that even when I forget something he says "Don't worry, you can email it over." I do, he's so easy to work with! I am starting a business and brought some documentation to my appointment that I didn't understand pertaining to the LLC I filed. Mark was so generous with his time and information. I have recommended Mark to several of my friends all whom have expressed gratitude for the introduction. I highly recommend Mark. A true professional.

Mark is such a great CPA! He helped me handle the trust tax return and personal tax return for my…read moremother. Once you meet with him you can do a lot of the follow up via email so it's super convenient! Mark is very knowledgeable and has office hours that very accommodating. I highly recommend him.

I've been using Adam for a solid 5 years and he's done an amazing job. Good vibes and a CPA that…read moreworks with me well. I haven't had a single issue with him or his fees and he's an honest CPA. Lets keep it going Adam!

He got my state taxes wrong, said he would look into it and stopped communication again…read more Then I found out he used the wrong information to apply for my son's Trump account so I got rejected. Repeated error after error with lack of communication. Really frustrated with him.

I've been going to Carlos for over 15 years. He is honest, easy to talk to and has helped me and my…read morefamily with our tax planning. He is really an asset especially to anyone who has only used TurboTax or a service like H&R Block, he can help explain your circumstances to you personally. More than any of that, Carlos gives a darn about you as a person and never treats you like a number.

Very rude lady answered your phone,then I asked a couple questions and then she keeps saying it's…read morenot a free service .we charge ..."duh"..anyway she was so disrespectful I would not recommend this company too anyone..I hope you get what you gave ..bad service

There is nothing more reassuring than to know that your financial house is in order. After 20 years…read moreof working with our former CPA, it was time to make a change and we could not be happier. Manny Sacdalan and RMD have provided us with the attention to detail and outstanding service that we have always needed. With two businesses and our personal accounting, RMD have organized our books, provided us with clean and complete financial reports, and helped us provide our mortgage broker with the necessary documents for our refinance very promptly. We could not be happier Rudy and Susanne Hayek

Manny is awesome. Listens to my question carefully, very responsive, clearly cares about the work…read morehe does, really helped me out in a big way. I'm sending a couple of my colleagues your way. Thanks again

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.

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.

An overdue review... My family and I have been working with Mary to file taxes for 20+ years! My…read morehusband and I drive an hour + every year to see her and it's well worth our time!! Mary and her team do an excellent job with our tax filing. She is very knowledgeable about the tax system and help us save $. Also, Mary is very helpful with our tax questions throughout the year and she responds via email promptly. Her staff are very friendly in the front too!! I recommend Exact Tax to anyone who is looking for a reputable and trustworthy accountant!

I've been going to Marc for my taxes since 2017, almost 10 years now and I wouldn't go anywhere…read moreelse. Marc is incredibly knowledgeable, efficient, and always makes the process stress-free. I truly trust him and know I can count on him every tax season. He's quick, professional, and very convenient whether you prefer to meet in person or file from home. If you're looking for someone reliable to handle your taxes, I highly recommend coming to see Marc!

I first reviewed Budget Bookkeeping back in 2014, and after more than a decade of working with…read moreMarc, I can confidently say he remains one of the most reliable and knowledgeable tax professionals you'll find. His commitment to staying current with all annual continuing education requirements--and his expertise as an IRS Enrolled Agent--sets him apart from so many other tax preparers and bookkeeping services. Marc consistently delivers accurate, thorough, and stress‑free tax preparation. He explains everything clearly, stays ahead of deadlines, and makes sure we're fully compliant with the latest IRS rules and tax law changes. Whether it's personal taxes, small business bookkeeping, or general financial guidance, Marc brings a level of professionalism and care that's hard to find. What really stands out is his integrity and consistency. Year after year, he provides the same dependable, high‑quality service. In a world where tax regulations shift constantly, having a trustworthy expert who truly knows what he's doing is invaluable. If you're looking for a professional tax preparer, a detail‑oriented bookkeeper, or an IRS Enrolled Agent who genuinely cares about his clients, I highly recommend Marc at Budget Bookkeeping. We've been with him for over a decade for a reason -- he's simply the best.

They charge a lot they think I'm rich for 208$ i barely make enough but alright I guess. If you…read morelike coming here good if you don't oh well

Professional, friendly, clean, and they know all the tax updates. They are patient with my…read morequestions and my own delays. I love that we can set up appointments in person or send stuff electronically and not have to leave home. Been coming here and have brought family as well. Dont miss out on this hidden gem in el monte. Most important they are experienced and knowledgeable!!