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    Bancor Financial Services

    4.9 (27 reviews)
    Closed 9:00 am - 4:00 pm

    Services - Bancor Financial Services

    Accountants

    Business consulting

    Business filing for current tax year

    7 More Services

    Individual filing for current tax year

    Current year tax preparation and filing

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

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    Recommended Reviews - Bancor Financial Services

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    1 month ago

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    3 days ago

    Doug was extremely helpful in getting my tax situation sorted out. Great value for how much of a pickle I was in!!!

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    9 days ago

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    3 months ago

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    2 months ago

    Doug has been doing our taxes for 20 years. Great customer service prompt and excellent pricing. Hope he does not retire for a long while.

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    Review Highlights - Bancor Financial Services

    Doug and his team were extremely knowledgeable, patient, and informative throughout the entire process.

    Mentioned in 20 reviews

    Read more highlights

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    Jeff Huang, CPA

    (123 reviews)

    I've been working with Jeff for over 10 years, and I can confidently say he is one of the most…read moreprofessional and detail-oriented CPAs I've ever met. Every year, he handles my tax return with great care and precision--nothing is overlooked, and he always makes sure everything is done thoroughly and correctly. What I appreciate most is his consistency and reliability. No matter how busy the season gets, Jeff remains patient, responsive, and highly attentive to every detail. That level of professionalism is rare and truly builds trust over time. Because of my positive experience, I also referred a friend's company to Jeff for their business tax needs. They were extremely grateful for the introduction and even told me that Jeff has been a "financial lifesaver" for their company. He helped them navigate complex situations and brought clarity and structure to their finances. If you're looking for someone who is knowledgeable, trustworthy, and genuinely cares about his clients, I highly recommend Jeff. It's not easy to find a CPA you can rely on year after year, but Jeff is definitely one of them.

    Jeff has been my accountant since I moved to California five years ago, and I am still incredibly…read moregrateful for the referral that first brought me to him. From day one, Jeff and his team have guided me through every stage of both my personal and professional growth with genuine care and expertise. He helped me set up my business as a physician when I was working as an independent contractor, and later supported me through the transition to a hospital employee with how to best setup my retirement accounts to reach my financial goals. Jeff always makes sure everything is structured correctly, compliant, and financially beneficial for the long term. He always takes the time to explain options clearly and make sure I feel confident in every decision. What truly sets Jeff apart is that he genuinely cares about his clients. He takes the time listen, anticipates needs, and he constantly stays up to date on new tax laws so he can proactively help his clients take advantage of every opportunity. Whenever I have a question and email Jeff or his team, I receive a response within the hour. Jeff is truly one of a kind. I fully trust Jeff and could not recommend him more highly.

    Jean Rhee, CPA - Jean is a former IRS agent with vast experience in small business.

    Jean Rhee, CPA

    (12 reviews)

    Jean is professional, courteous, attentive, and extremely pleasant to work with. I had been doing…read moremy taxes on my own for many years, which in hindsight was a bad idea. This year, I shopped around for a CPA locally and couldn't find the right fit (one business tried to upsell me into something I shouldn't be doing). Jean helped guide me through the whole process and was able to answer all of my questions, from the most basic to the convoluted. We were even able to amend a previous tax year, which I did not know was possible. I definitely would recommend Jean, especially if you're a business and homeowner. Her credentials are impressive. You definitely want a former IRS tax agent in your corner before April.

    Having worked with a few CPA's, I can say without a doubt, Jean Rhee is the best CPA. If you're…read morelike me and a fresh graduate, new to the tax world, she is your best friend. She takes the time to explain how taxes work, and what benefits you and doesn't benefit you. Jean is extremely knowledgeable about s-corps and accounting. She's also really good about getting back to you in a timely manner! :) She has a lovely and sweet personality, which makes doing taxes much less painful. My experience with her thus far has been great. Yes, her prices are steeper compared to CPA's in the San Gabriel area, but is she definitely worth it. Pay more for a quality CPA, and you will understand your taxes better. I wouldn't hesitate to recommend her to anyone. Tip: Street parking is better. The parking in the back is shared amongst the other businesses, and you don't want to risk your car getting towed.

    Exact Tax - Meet the principal of the firm, Mary Wong

    Exact Tax

    (334 reviews)

    I had a great experience working with Exact Tax. Nathan was extremely responsive, polite, and very…read moreprofessional throughout the entire process. He answered all of my questions clearly and took the time to explain things in a way that was easy to understand. As a small business owner, it's very important for me to work with someone who understands both personal and business taxes, and Nathan did a great job guiding me through everything. What I appreciated the most was that I felt comfortable asking questions, and not once did I feel judged. The whole process was smooth and organized, which gave me peace of mind knowing my taxes were being handled properly. I highly recommend Exact Tax and Nathan if you are looking for a trustworthy and knowledgeable tax professional.

    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.

    Bancor Financial Services - accountants - Updated May 2026

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