This company is AWESOME!! Got my taxes squared away with…read moreFeds and state. With no PAIN!!! Best phone call I have ever made. They took care of me start to finish. THIS IS THE COMPANY TO CALL IF YOUR HAVING TAX CONCERNS!!!

Moved from Texas to California and needed to get situated with my taxes & finances. I came to…read moreHerbert financial and the staff was amazing! They are extremely responsive and are focused on your needs as a priority. They offer several different services for individuals as well as business owners. I will continue to use their services. I recommend them to all my family and friends.

I feel so comfortable getting my tax returns done here…read more Nancy is great! She is very helpful, knowledgeable, and prompt. Thank you for your service!

Extremely professional and efficient. They helped me out with my returns last minute and were able…read moreto get me the largest refund I have ever gotten. 10/10 recommend

My husband and I have been going to Mark for 5 years. Exceptional tax knowledge and easy to talk…read moreto. At the start of every year he sends us a packet outlining everything we need to bring in to our tax appointment so that the process is easy and organized - it's very impressive. I'll note that even when I forget something he says "Don't worry, you can email it over." I do, he's so easy to work with! I am starting a business and brought some documentation to my appointment that I didn't understand pertaining to the LLC I filed. Mark was so generous with his time and information. I have recommended Mark to several of my friends all whom have expressed gratitude for the introduction. I highly recommend Mark. A true professional.

Mark is such a great CPA! He helped me handle the trust tax return and personal tax return for my…read moremother. Once you meet with him you can do a lot of the follow up via email so it's super convenient! Mark is very knowledgeable and has office hours that very accommodating. I highly recommend him.

Libman Tax Strategies has provided me with excellent service for the past 6 years. Adam is a…read moreprofessional on all levels - Extremely knowledgeable and patient. His webinars are informative, offering valuable information on how to navigate during times of such uncertainty.

He got my state taxes wrong, said he would look into it and stopped communication again…read more Then I found out he used the wrong information to apply for my son's Trump account so I got rejected. Repeated error after error with lack of communication. Really frustrated with him.

There is nothing more reassuring than to know that your financial house is in order. After 20 years…read moreof working with our former CPA, it was time to make a change and we could not be happier. Manny Sacdalan and RMD have provided us with the attention to detail and outstanding service that we have always needed. With two businesses and our personal accounting, RMD have organized our books, provided us with clean and complete financial reports, and helped us provide our mortgage broker with the necessary documents for our refinance very promptly. We could not be happier Rudy and Susanne Hayek

Manny is awesome. Listens to my question carefully, very responsive, clearly cares about the work…read morehe does, really helped me out in a big way. I'm sending a couple of my colleagues your way. Thanks again

I have been going to Armando and Jordan since 2017 when I had my business. They have ALWAYS been…read morepatient with me as I ALWAYS extend to October and turn in all my tax paperwork 1-2 days before the deadline. They are ALWAYS happy to help and they have taken care of my business and personal taxes better than anyone else I have ever used in my life. Everything they do is online so an office visit is not really necessary and it's extremely convenient. They are professional and friendly and I recommend them to anyone looking for a good accounting firm that knows what they are doing without putting you or your business at risk.

This is my second review of Excellent Financial, I continue to be impressed with the level of…read moreservice I've received. Armando, who did my taxes, is very knowledgeable, friendly and professional. Everyone I've come in contact with, including the receptionist has been super friendly and courteous. If you want someone who knows all lot about taxes, definitely choose this company.

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.

Do not leave a retainer with Exact Tax (Mary Wong CEO). I was excited about starting a new…read morebusiness. I was looking forward to working with Mary Wong as she came very highly recomended. Due to the economy my business never got off the ground due to the economy. I gave them a 500.00 retainer in good faith, for services to be provided. Well unfortunately no services were provided. I request the return of unearned retainer in good faith. They asked for my copies of check and receipts I provided them as asked. they asked me to reach out to them on Monday. They kept my paperwork and referred me to their attorney over the small sum of 500.00. I am shocked I am so glad I didnt leave a larger retainer

Been coming here to do my taxes for 5+ years now and do not have one complaint. Mark is very…read moreknowledgeable and knows how to get the best results when doing your taxes. He's friendly, honest and I always learn something new when I come here. Don't be afraid to ask questions, he seems like he loves what he does and loves looking out for his clients. He has helped a lot of Uber/Lyft drivers (me being one of them) so if you drive for either, I recommend going here. He's always up to date with the new tax laws for all types of income (ie. Work, independent contractor, small business). Never had a problem with making appointments but sometimes they can get busy so call to make an appointment. Staff is friendly and helpful also.

I've been going to Marc for my taxes since 2017, almost 10 years now and I wouldn't go anywhere…read moreelse. Marc is incredibly knowledgeable, efficient, and always makes the process stress-free. I truly trust him and know I can count on him every tax season. He's quick, professional, and very convenient whether you prefer to meet in person or file from home. If you're looking for someone reliable to handle your taxes, I highly recommend coming to see Marc!

Monica is very efficient, has lots of availability, and is able to meet in person or over the phone…read morewhich is very convenient.

They charge a lot they think I'm rich for 208$ i barely make enough but alright I guess. If you…read morelike coming here good if you don't oh well

You know, sometimes we just need a nice person on the other end who is willing to take time to…read moreanswer a few questions. Jean did this for me and I appreciated it very much.

Jean is the best and our business go to for everything CPA, accounting, and tax related.read more