Alisa has helped us two years in a row. She has made doing our taxes so easy and seamless!read more

The only regret I have is not finding Alisa years ago!! I received the exact same level of service…read moreas the last three accounting firms I worked with who charged A LOT more. She was quick, efficient, friendly, and I will definitely be using her for tax prep going forward.

Service was quick and professional. We used them for notary services for different documents.read more

Wonderful experience. Very knowledgeable very helpful and overall very efficient service. Would…read morehighly recommend.

James has been my tax preparer for a few years. Super easy to work with. Just email him your tax…read moredocs and questions. He is quick to respond and handles my tax filing in no time. Professional, stress-free and fairly price. Highly recommend!

James is hands down the best CPA I've ever worked with. He is extremely knowledgeable, patient, and…read morethorough, and he took the time to explain everything clearly so I fully understood my tax situation--especially with my S-Corp, which can get complicated. He is very responsive, organized, and professional, and I felt completely confident knowing my taxes were done correctly and strategically. He didn't just file my return; he made sure I understood the plan moving forward, including quarterly payments and compliance, which gave me real peace of mind. If you're looking for a CPA who is honest, detail-oriented, and truly cares about helping you stay on track financially, I highly recommend James. You will not be disappointed.

I came to see Mr. Vega, who was kind enough to accommodate me at the last minute after I spoke to…read morehim briefly on the phone. He said it was best to see the documents to file taxes for my late mom. After reviewing the documents including the trust, he gave me a very straightforward recommendation. He was very helpful, knowledgeable, and professional. I highly recommend him. I am sending our son and his wife to see him and prepare their taxes.

The staff here is unbelievably knowledgeable and polite so grateful that we have a local experts in…read moreour neighborhood. Mr. Vega is extremely helpful with any issues with my taxes for my business. I would give them 10 stars if I could. Mayra and Roxy are great to work with

They have been doing my taxes for 26 years now. Marco is my go to person he is the best! Definitely…read morerecommend him.

Great people, been going there for years! They always take care of you, and make sure you're in…read morethe loop! Definitely recommend!

Left a message and got a quick return call for my daughters IRS tax issue on a Bank of America…read moresettlement that shouldn't have been taxable in the first place. She talked to us in detail with no rush and very supportive on the available options. Thank you so much!!!

Very, very. Very smart lady. Mel really knows her stuff. I was 8n a jam and she completely…read moreuntangled it. I cannot recommend her enough. True problem solver. Unbelievably knowledgeable and professional. Thanks Mel!

We have been coming to Lupe for our taxes for at least 5 years now…read more She is extremely knowledgeable, personable,professional, honest, friendly, and an excellent communicator. We book our appointments online and are given an option of a face to face or an online appt. We always prefer face to face with her because you feel like a member of the family and enjoy seeing her. During off season, the office is still open and she is easy to get a hold of by email or phone. Office is right off the 10 frwy at Indian Hill and there is plenty of parking and restaurants near by. We usually book in the afternoon and catch dinner right after. Thank you Lupe for your kindness, expertise, looking out for us all these years, and keeping our taxes in order. See you next year!

3-21-2023 Lupe is the best! So professional yet so engaging…read moreand sweet to us during our appointment this past Monday. She is very sharp with details and actually cares about her customers.......awesome!!!

Kevin is very knowledgeable and always makes the process of filing taxes easy and full of ease. We…read more1,000% recommend Kevin and his staff!

I love doing my taxes here. Kevin, Maria, and Vanessa are all very helpful! They are all very…read moreknowledgeable and always cheerful. I highly recommend doing your taxes here. I came in for the long form and it was painless.

update to our Oct 17 2025 review... Dana called right back…read moreand helped us dispute the additional Penalty, we signed our form for her to represent us. She did a great job & let us know the procedure. We eventually got our additional penalty money back. We appreciate her work & efford to help us. We will continue using her & her office to do our tax in the future.

After owning a small business for 12 years, I've been through my share of CPAs. Dana and her team…read moreis the most available and ready team I've worked with. Dana goes over the numbers, explains them in a way that makes sense, helps create strategies for the near and long-terms goals instead of just saying do it or don't do it and we'll figure it out. The team went over my previous returns, past goals, and explained where things were aligned and where it may have been misaligned. Dana shares her experience, expertise, and connections to facilitate a more efficient system for my family and my show. She has been available for questions at every moment and I have the upmost trust that she is constantly looking over my files personally. Can't recommend Dana and her team enough!

Ron has filed my taxes for me the last couple years and I have no complaints…read more He helped me itemize my taxes at a fair cost for a larger overall deduction, that I was not expecting. He responds outside of business hours and he answers questions quickly. He's helping me in terms of both money and time.

I have gone to Ron for over 20 years now and never a problem, always get the maximum legal…read moredeductions, and Ron is always cheerful and easy to work with. I look forward to going each year.