Yenny provides my clients with her services and has done such an amazing job at ensuring they're on…read moretop of their taxes for both their personal and business needs. She's extremely quick at responding and is very proactive about her clients' situations. She answers questions before they even know what to ask. She's also very personable and does a great job at explaining the complicated tax information in ways that are easy to understand, without all the tax jargon. I definitely recommend using Yenny's services.

This is a long review, but I feel like it still doesn't do Yenny any justice for the long hours…read moreduring tax season. Yenny is an amazing CPA. I contacted several CPAs before finding her, and many of them either made me jump through hoops just to speak with an actual CPA or didn't fully understand my tax situation. My case was fairly complex, involving multiple state filings, the sale of property, and catch-up depreciation. As I explained my situation, Yenny immediately understood exactly what was needed. In fact, she mentioned Form 3115 before I even brought it up myself, which gave me a lot of confidence in her expertise. She has been incredibly thoughtful, precise, and professional throughout the process. Her knowledge of the tax regulations is clear, and she handled everything with competence and care. I highly recommend Yenny to anyone looking for a knowledgeable and reliable CPA.

Pam did a fantastic job cleaning up years of transactions. She caught errors I hadn't noticed and…read moreensured every cent was accounted for. She reconciles my accounts every couple months and now my books are finally organized and ready for tax season. The appointments are by phone. She just signs on to your computer and you sit back and watch her perform her sorcery on your Quickbooks. Highly recommended for anyone needing top-tier bookkeeping support.

I recently worked with Pam on a time-sensitive tax filing and she jumped onboard quickly and really…read morehelped me out! She is kind and patient and very knowledgeable and really helped me to get past the finish line in short order. Highly Recommend!

After needing to find a new reliable CPA/Tax preparer, I stumbled upon this company through Yelp…read more I called the office and was greeted by Vince. I let him know what I was looking for and what my taxes would entail. We set up a meeting in person, although not necessary, but I felt it was better for me to do so. Vince was super knowledgeable and clarified a lot of information I was told in the past, but was not 100% true. He got my taxes done in a timely manner and it was a super straightforward process. I'll be coming back to Vince for my future tax needs!

Mike and his team are very professional and has done our personal and business tax returns for many…read moreyears. He's highly experience and promptly answers your questions unlike a lot of accountants. I highly recommend Mike and his wonderful team.

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!

I wish to check if there is a fit for our family working with this firm. Without engagement letter…read moreor privacy protection, they prompted for my past year's tax return right off the gate. The person on the phone is kind of new, and have to ask the manager every steps along the way how to address my questions / concerns. Althought it is common for CPA firms to request past tax returns during the new-client screening process to assess your situation before formally engaging with client, but best practices and professional standards recommend that these requests should occur via a secure method and ideally after an engagement letter or agreement is in place. Sharing sensitive personal information such as your previous tax returns before you sign an engagement letter or formal agreement exposes you to privacy risks and could be seen as premature, especially if there is no clarity around who will access your data and for what specific purpose.​ With the way my initial call is handle and how request of past year tax return is made, I would not recommend this firm for anyone seeking or considering them.

Way too expensive CPA fees. Went to bigger firms that quoted lessread more

Portia is quick, dependable and extremely efficient. My taxes are not easy and she is able to get…read morethem done, from start to finish, in a couple of days. All systems are in place to make the process quick and easy. Thank you Portia.

This is my second year working with Portia for my taxes. Her services are timely and very thorough…read more I would highly recommend her if you are looking for someone to do your taxes.

They have been better. I think Covid times were challenging for them & us. But I can say they're…read morebetter being responsive.

Julia has done my tax returns for many years and she was wonderful. Last year for some reason Kuan…read moretook over my tax return and he was terrible. So I will not go back to Trois.

Very Uncooperative, no follow ups, always promises us that he will call back before end of business…read moreday, it's been 3 weeks.. Went in to file in Feb, still no update on status nor willing to discuss over the phone whether he needs more information or not. This is not due to language barrier, even through speaking Korean his work ethic and the way he runs his business is just not working out for clients. Worst referral I got.

Worst customer service ever. Uncooperative and unwillingness to help a customer from a year back…read more Language is 100% an issue. Can't believe language barrier is an issue. How can you do this type of business and not have a full grasp of the English language. Terrible doesn't help with their bad attitude.

I started using Xel Advisors in 2025 to assist with an IRS issue. From the start, I felt…read morecomfortable with Xel from my initial consultation. Xel treats their clients concerns very seriously and always communicates their actions and follow-up actions. I was so impressed with them, I used to file my 2025 taxes, which resulted in a very nice refund. I would highly recommend Xel for your tax needs.

Very professional, take there time explaining while working and filling your taxes!! The price is…read morevery reasonable and worth every dollar spent filling my taxes with Xel Advisors. Totally recommend Xel Advisors for your taxes