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 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

James answered all my questions in a professional manner. He sent my quotes via email very quickly.read more

Thank you, Vivian Ta and James Chen! I switched over my insurance plan from Mercury. I ended up…read morewith significantly better coverage for the amount I was paying at Mercury. Vivian is very insightful, helpful, and kind. James Chen is a chill and cool guy. Quick response time! I recommend Vivian and James to anyone looking for honest, personal, high-quality service. No robots here.

You know, sometimes we just need a nice person on the other end who is willing to take time to…read moreanswer a few questions. Jean did this for me and I appreciated it very much.

Jean is the best and our business go to for everything CPA, accounting, and tax related.read more

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.

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!!

My family has been going here for years. They are very good. When i got older and had a family…read moremyself i continued to come here also. I have been able to get money back every year. That's a good tax man by me.

I've been going to Jim Zimmerman for several years now to get my taxes done. He's terrific! They…read moregive me a tax planner every year to fill out with the previous year's information on it, which makes preparing my taxes from year to year so easy. If I have any tax questions, Jim is available by phone or I can schedule a meeting with him. Before going to Jim, my previous tax preparer was a nightmare and cost me hundreds of dollars in lost write offs. Thank goodness for Jim! He is very knowledgeable of the tax code and does what he can to get the the maximum refund. He is also very quick. This year, I dropped my tax planner and paperwork off at his office on Tuesday morning and my return was ready to sign by Wednesday morning! Wow! His assistant, Paula, is also very cheerful, courteous and easy to work with. All I can say is he better not ever retire or I'll be in trouble.

Thank you Cam and team for always making it a smooth and supportive process. I am grateful and…read morereally appreciate the service I've received thru the years. JC

Cam and his staff prepared my taxes for a few years. Recently I have been trying to get a loan for…read moremy real estate projects, given the fact that I am on stated income so the requirement is pretty strict from the underwriter of the loan broker. Among other efforts, Cam and his office were very patient supportive prompt and provided a revised letter to meet the requirements of the underwriter. I am also a little behind on my tax returns but they are the ones that I am going to use to finalize my tax returns. Cynthia Sandy Dora and Cam, you guys are awesome! Thank you!

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 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!

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.