I needed to find a new accountant and I was referred to this place in Rosemead. They are very…read moreknowledgeable, patient and will help answer any questions you have (regardless of how dumb the questions are!) I hated tax season, but now I'm stress free because of this firm. Bring it on Tax!

Best personal service hands down for taxes. Prompt and always up to date with a great return on my…read moretaxes! Thank you to Tat Yim! I heard they also do corporate taxes and private audits if anyone finds that useful.

IS is weird to say I LOVE my accountant? If it is, then be it because I truly love David, John,…read moreRuby, Sylvia and staff. They take care of both my business and personal accounts. EVERY time I call or email with a question - I always get a timely response - even during crunch time! And - they seem to know me and the details of my accounts very well. One time - I caught David ( the main guy) on the phone and he remembered specifics on my account. Ok, how did he do that? I know they have tons of clients. No matter, the result is that they are good at making you feel like a VIP - no matter the size of your account. I HIGHLY RECOMMEND.

Used their services to help file my tax returns. they were accureate with my tax returns. no…read morecompliants.

The Gavigan team--especially Josh and Brian-- has been preparing are taxes for several years. They…read moreare knowledgeable and thorough. Worth every penny.

This company obtained my tax information through some kind of buyout or agreement with Gibbar. I…read moredecided to go ahead and use their services for 2021 taxes. This year I used them again for my 2022 taxes. Michael J. was in charge of my account. 1) INVOICE INCREASE, WITHOUT ANY NOTIIFICATION. If you decide to use this company from one year to the next, I recommend asking them if their service charges remain the same or if they have increased. They will not notify you. The invoice for my 2022 taxes was $50 more than last year, for my 2021 taxes. As indicated on the invoice, it was the same service as 2021, yet they charged me $50 more with no notification or warning of any kind that their costs have increased. Their phone receptionist could not explain this cost increase, and referred me back to Michael J. After several attempts, I finally got Michael J. on the phone, and he simply says that they had to increase their fees because of rising filing costs (or something to that affect). It seemed to me quite the canned response. There was also no explanation as to why I was not notified of their service charge increases. 2) SIMPLE REQUEST TURNS INTO ORDEAL Michael J emailed me on 8/26/23 with my taxes to review. He stated "Once you have had a chance to review please let me know if you would like to discuss." I briefly spoke with him over the phone and asked him if he wouldn't mind just jotting down on my spreadsheet of categorized write offs, what amounts were written off. He raised no issues and said YES he could do that. I followed up with an email and the spreadsheet attached with this simple request on 8/28/23. Mind you, my taxes WERE NOT FILED YET WHEN MY REQUEST WAS MADE. And Michael J. had already agreed to do my request. Two days later, I went ahead and signed the taxes, BELIEVING that Michael J. would follow through on my simple request. I politely follow up week after week. Until finally the 5th request ONE MONTH LATER, on 9/29/23, I get an email response from the owner, Michael G, which reads: "Mike J had asked that i follow up you regarding your request.   I was bit surprised by your request as you had already approved my firm to file your taxes when you signed the IRS form 8879.   Our engagement concludes upon filing and acceptance of your taxes.    Because you did not use our tax organizer this makes it very time consuming to respond to your request and we would have increased fee to do this extra work had you asked for it prior to us filing your return.  We are completing other returns right now because of the upcoming final deadline and we are unable to comply with your request until after Oct 16th." Let's keep in mind that "our engagement" was NOT concluded at the time of my simple request. And that Michael J said he WOULD do my request. This was BEFORE I signed on 8/30/23. I follow up with Michael G. on November 17th, and he replies "Hi michael, You know they extended the deadline to nov 16 so we are still working on finishing up." (Notice his unprofessional response, and not capitalizing my name). So my simple request from 8/28/23 is apparently going to take 2 and a half months for you to answer? I replied to his email, asking him if he stands by his company reps (Michael J.) and what they tell your customers... I also asked if he was going to stick by his word, that would comply with my request after Oct 16th. His response on 10/22: "no i reassigned this to me.   normally clients dont ask these types of questions after they have approved us to file your return.    our engagement letter, which you signed states our engagement is complete after you approve us to file,   i will call you next week to discuss your request.     let me know what day and time would be good to go over your questions" At this point, I've had enough of Michael G. as he shows no professionalism nor care for grammar in this response, which shows complete lack of respect for me as a client. He states AGAIN about this engagement letter yet FAILS to see that my request was made AND AGREED TO before I approved them to file. He then decides he'll talk with me after disrespecting me once again? I don't need a phone call, all I need is a response to my original emailed request to Michael J on 8/28/23. This request would have taken a max of 5 minutes for them to do, not MONTHS. This is not how you treat returning customers. In my opinion, this company fails to see any value of returning customers. I will not be returning. As Michael G. states above, "our engagement is complete after you approve us to file." Yes, it is definitely completed.

Tax prep done without issues. Great value for what we got. All done online and easily uploaded…read moreall information.

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.

He often forgets to submit the TAX return 1040 form if you do not remind him. It happened a couple…read moreof times for me.

Just called and they told me very bluntly that they do not accept any more new client…read more Way to go.

I get my taxes done here every year since this is where my mom goes and she recommended that I see…read moreDavid. David does a good job on my taxes and I never have a problem. And since I'm now studying Federal Income Tax and the US taxation system, watching him work is really interesting. He's knowledgable and will try to get you a maximum refund. I recommend seeing David if you come here. His office is in the back. But whatever you do, do not let Sylvia do your taxes. I made that mistake once and seeing her prepare my taxes scared me. She often times inputed the wrong information, or on the wrong line. Not to mention, she checked the wrong box while filing the tuition section of my taxes. I've been in college for 6 years now so she was supposed to check "Lifelong Leaners" since there's a different deduction section for it. Luckily I caught it! Jeez.. She also made other mistakes, but I'm not going to list them because the review would be far too lengthy and I wouldn't want to bore you. Oh, she also had the audacity to try to rip me off. David usually only charges me $40-45 for tax preparation, and when Sylvia was done preparing my taxes, she said it'll be $100. WHAT?!! I told her David only charges me $45 and she said, "Okay, I'll give you a $5 discount." Like, what the fuck is your $5 discount going to do for me. When she realized that I was upset and went through my previous tax filing and saw that I did in fact come here numerous of times, she said she'll "only charge me $50." I paid and left immediately. WORST EXPERIENCE EVER. Not only did she not know what she was doing, but she tried to rip me off. Dumb broad... All in all, WAIT FOR DAVID TO PREPARE YOUR TAXES.

Terrible tax preparer. Noone picks up the phone. Message left but nobody replies. Not knowledgeable…read morein the tax field. When it comes to amended return then the preparer tried to refuse

I have been using CA Accountancy for the past two years for both our family's small business and…read moreour personal taxes after having a really bad experience with H&R Block. It's been a world of difference, I only wish I had done so sooner. Connie's attention to detail and thorough insights have been unmatched and has really helped us navigate all the latest changes in the tax code, allowing us to remain in compliance. Her rates are reasonable, and considering the extra time and attention that she gave us, I think it's actually quite generous. I can count on her to take her time to explain some of the more complicated aspects of our situation and she makes sure that we're always on the same page about everything, which is super assuring. I really appreciate how I can rely on her when I need to set up a conference call, she is very prompt with getting back to me with a time that works so we can discuss things in a timely manner. Overall, it's been a great experience and I don't think I'll ever trust anyone else to help us navigate our finances now.

For the past 15 years this company been working on my personal and business tax return. Very…read moreknowledgeable and friendly customer service. Always on top of everything. Truly hassle free. One of best in the area.

Today was my family's first appointment with Al and we were completely impressed! He was thorough…read moreand precise. He left no area on my documents untouched or unnoticed. We will be lifelong customers after today. Pleasure working with you, Al! Note: the office is somewhat of a labyrinth, but it is very clean!

Second review with this company because they are just freaking ROCK STARS!!! I own a personal…read moretraining studio that was shut down during the Covid pandemic. We lost about 70% of our business and I was sure we were not going to make it out. The accountants at BMA worked tirelessly, applying to multiple banks to help me get approved for a PPP loan and I GOT IT. They saved my business yet again by helping me get approved for this loan. Also, they were able to help me settle with the IRS and saved me over $20,000. If you're a small business owner just figuring things out and have made mistakes then I highly reccommend this team.