I have been working with Monique for the past three or four years for tax preparation and various…read moreCovered CA issues. Monique has been available and quick to answer questions addressing our needs. Not only is she good at her job but she's also a sweetheart :-) I highly recommend Marie B Kelly & Associates for your tax filing needs.

From the owner: Specializing in: - Bookkeeping…read more- Payroll Service - Notaries Public - Financial Services - Accounting Services

I had a complicated tax situation in 2025 involving multiple streams of income (1099, W2, 401k…read moreconversion, etc) and though I made quarterly payments, I knew I was going to need an expert to help minimize my tax bill. I learned about EAs from a community whatsapp and went in search of one. After looking for several weeks and reaching out to a few, it was Phuong's rapid response (by email and phone) and his kind demeanor that helped make my decision. Overall, working with Phuong was straightforward. After agreeing on an estimated cost, Phuong invited me to a secure portal to upload all of my documents. Alongside, Phuong provided a checklist to help guide all of the files/info that you should consider uploading. This was very efficient and helped expedite the process. From beginning to end, it took only a few weeks. It would've gone much faster, but I was delayed in uploading documents, so I caused the delay. Alongside, Phuong answered one-off questions as needed and quickly. And I had a lot of questions! But Phuong was always willing to help. The best part? Phuong confirmed I was actually owed a refund. I was stunned. Is there any better result than that? Of course, this means my quarterly payments were on target, but I'm not sure I would've reached the same result on my own. I can't recommend Phuong enough. He was fast, friendly and importantly, secure. I am certain I will be working with Phuong for all of my tax needs moving forward. Thank you Phuong!!

She's very nice and very knowledgeable! I feel comfortable working with her. She gave me more…read moreinformation I needed to know for the next year.

From the start, Kathy was very attentive, informative and responsive. She communicated quickly via…read moreemail and texts. She was so accommodating and willing to make an in person appt at her home office to discuss things with us. She was able to file back taxes and current taxes for us in a flash! Her pricing is very affordable as well. Thanks to her, we are going to be receiving a surprisingly large return, especially since we planned to pay taxes instead. Ty Kathy for your help. Highly recommend!!

I'm so pleased with how easy Kathryn made doing taxes this year. I sent everything she needed via…read moreemail attachment and she messaged me if she had any questions. She's very knowledgeable and thorough and reasonably priced.

As a owner of a company you are ALWAYS looking for a great after hours answering service. Lioness…read morehas met and exceeded everything we were looking for and can't THANK them enough. Thanks to all the employees that take the job serious and answer phones like they own the place.

Vanessa is AMAZING! I needed her to take care of my taxes for my business and she took care of them…read morequickly and effectively. She was very thorough and I'd recommend her to any business owner who can't figure out his or her taxes. She knows what she's doing, and she's definitely your girl!