Another tax year book closed. They are amazing. I organize my documents and submit them online…read more Then like magic my returns are prepared, submitted, and I know they were done right. They are tax experts and the only ones I will trust to handle my complicated assets. Worth every penny spent for their services.

We went with Sarah Nagel having moved from the Inland Empire area last year. I believe her office…read moreis in the Weisz & Weisz building. We found her to be knowledgeable, efficient and technology driven.

My wife and I are so grateful to have Sam Dodin and the Excel Team carefully preparing our tax…read morereturns each year. Sam & her team are so thourough and ensure no stone is unturned in order to provide the best possible outcome for us. We are so thankful for the work and effort they provide. Thank you Excel Team!! James & Kathleen

Sam (CPA who prepared my return) and Stan (office manager) did a fantastic job handling my and my…read moreparent's taxes this year, which were both more complex than usual. Communication was excellent ... quick, clear, and at just the right level. Most of my questions were answered quickly through their portal or via a quick call. Their portal is easy to use & efficient. I liked that I could actually see how each document was used, with markers showing exactly where numbers were pulled from in the PDFs. Their fee was reasonable, and I believe I more than made that back through their expertise. They caught items that my previous tax preparer missed, which made a real difference. If your taxes involve more than just basic W-2s or 1099s, I highly recommend working with a knowledgeable CPA like Sam. She and Stan are both great to work with. ------------ NOTE: This review is entirely my own and written solely at my own initiative. No one asked or incentivized me to write it, and I have no prior relationship. I wrote it myself from scratch, and I did not use any artificial intelligence tools to write or edit it.

2nd time doing my taxes with Jeff. Him and his team did a fantastic job with my returns and future…read moretax planning strategies

I've been going to Jeff for about 12 years. He does a great job trying to educate you around taxes…read moreand really takes the time to go through your situation even during the busy tax season. I would hands down recommend giving him a try.

Fast response and met with Irene in person! So far, she's been great and smooth in the process.read more

used Irene for my taxes two years in a row. While the returns were passable, her communication and…read moreprofessionalism were absolutely not. This year, she simply stopped responding altogether. no replies to multiple follow-ups, no updates, nothing. My brother had already stopped working with her the year before due to the same issues: chronic delays, lack of urgency, and total disregard for deadlines. If you enjoy being ignored after turning in all your documents on time, getting ghosted after multiple emails, and scrambling to file extensions because your tax preparer vanished. then by all means, work with Irene. Personally, I'm done. Completely unprofessional and unreliable. Good riddance.

Dennis is great! He is very quick to respond to questions and has handled our somewhat complicated…read moretaxes for several years now.

Dennis provided outstanding services regarding my tax return. He responded to my initial email…read morewithin a few hours. He prepared my return within 24 hours of receiving my documents. The process was the most efficient and pleasant I have experienced. Dennis provided advice on a tax question I had. Dennis is professional, responsive, and courteous. His fees are fair. I am grateful to have found him.

I have had an amazing experience doing all my taxes with Peshke Financial. The team is organized…read moreand gets everything filed and completed in such a timely manner. Makes this time of year beyond easy. Thank you!!!!

Chad and his team are awesome. Super quick, organized, and on top of everything. Chad gives solid…read moreadvice, and the whole process is smooth and easy to follow. Honestly, I'm so glad I found them.

Ive been using this CPA for several years. All staff including Divya have been super helpful and…read morecourteous. We do our family taxes,along with our business taxes. Usually we get an email following task list months before tax season and even the I always get behind BUT their team is so on it! I can't thank this team enough for their hospitality even when its super busy. They take the tine to answer your questions and if you need to visit the office,they validate your parking. I recommend this CPA firm because they are knowledgeable and give great customer service.

I wanted a CPA who was familiar with handling pro-rata (old company 401k (traditional IRA) and new…read more401K company conversion to 401K Roth), 401K mega back door conversions for simple tax (no rental nor business). Including options to maximize 401K conversions for coming year and to relook at past year versus when it's near tax time. Besides taxes, the site indicated wealth management and financial planning so I wanted to compare/interview the CPA/CFA to decide. Unfortunately, I could not get a free 10-15min zoom consult with a CPA to see if the knowledge/personality was a good fit. It says "TAX group" but I was told the "ONE" CPA was overwhelmed with work so doesn't have time to consult without an upfront fee nor time to look at situation now Aug 2024 vs. near crunch time April 2025.

I was able to get a consultation the next day after contacting this business, during the last few…read moredays of tax season. My consultation was with Anthony S. and he answered some of my questions and gave me reassurance in regard to tax preparation. He was well spoken and efficient. I didn't end up using his services at this time but I plan to use them in the future. Thank you Anthony, for your time. I recommend this accounting firm as they are professional and reliable.

We've been their clients for over 5 years for business and personal taxes. The team is responsive,…read morefriendly and knowledgeable. If I ever have any questions, they always make time to answer my questions and ensure that they have my best interest in mind. The personal touch customer service is the primary reason why I'm still with them. Big shout out to Eric who's been handling the majority of my accounts recently. Thanks for your time and patience!

Sarah did a fantastic job with my taxes this year. Sarah was very detailed and very professional. I…read morewas extremely happy with how my taxes turned out and that everything was filed electronically. I would definitely refer Sarah to anyone looking for professional CPA Services.

My husband and I moved to Laguna Hills area last year and found Ms Nagel on the search. We are…read morepleased with her service from the live answering of the phone to prompt scheduling of an appointment. Her knowledge and use of most up to date technology, as well as her knowledge of tax return preparation and policies makes us feel confident the job will be done efficiently and accurately.

Rick never fails to disappoint me with his prompt communication & kindness. I am a restaurant…read morebartender & student, so doing my taxes and making sure I get the right amount back can be time consuming, Rick makes it easy!

I had an AMAZING experience with Rick! He was so helpful, easy to communicate with, and fast…read moreresponding! I've already recommended him to many people! Will definitely continue to use his services for many years!!