1. Chan Kerrie CPA
Rosemead, CA
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10 years ago
Used Kerrie to prepare my tax for a long time. She's honest, always on time, and hassle free. Very knowledgeable and reliable.
3733 Rosemead Blvd
Rosemead, CA 91770
(626) 782-0282
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People searched for Accountants 4,951 times last month within 20 miles of this business.
Exact Tax
(334 reviews)
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
Jeff Huang, CPA
(124 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.
PAINLESS I've been…read moregoing to Jeff for my taxes for 3 years now and it is the most simple, seamless, stressless process I've ever had. A lot of document exchange is done through a portal, so it's secure quick and at my convenience. Every year we get a quick touch in before my taxes are sent off and boom all done. Found him on yelp and it would be wrong for me not to mention how much I enjoy his service. Great tax group!
Tax Solutions & Accounting Services
(27 reviews)
Brian is providing outstanding tax solutionsservice -- professional, knowledgeable, and…read moredetail-oriented. He explains everything clearly and always makes the tax filing process smooth and stress-free. Highly recommend his service!
Everything is great, never had issues doing my taxes. Will still continue to give my time and…read moreappreciate them valuing me as a customer and helping me to get the most out of my taxes. For the value of the services they provide, it's worth every penny!
Fast Tax
(24 reviews)
I compared four tax service companies and this place has the most reasonable price. They always…read moreresponse my email fast and work very efficient. Highly recommend their professional tax services.
We've been working with Fast Tax for the past few years for our personal and business accounting…read moreand taxes. They were recommended to me by my trust attorney, who had worked with them on forensic accounting cases and was impressed by them. I am too. They are very responsive, on time with everything, and are glad to work on unusual items (like business tax issues across state lines). I give Jeff, Tommy and the rest of the team at Fast Tax my highest recommendation.
Black Inc Tax Services
(465 reviews)
We were looking for an accountant to help manage our taxes, as we are not familiar with the…read morecomplexities of tax deductions. We were fortunate to work with Dylan, who was professional, patient, and thorough throughout the process. He asked targeted, clarifying questions and took the time to understand our complete financial picture. Ultimately, Dylan helped us secure a tax refund that was significantly greater than we anticipated. He is highly capable, personable, and demonstrates an expert understanding of his field. We highly recommend his services.
They are amazing! The staff is friendly and helpful! They have a charging station as well. I have…read morebeen coming to see Victor for many many years and will continue to do so! My family loves their attention and service!
Tax Pros Accounting
Went to go get my taxes filed for the 2023 Calendar Year. This is my first time filing with this…read morefirm. Jonathan is extremely professional and will take his time to explain your tax information with you. Make sure to give them a phone call and make an appointment when you will be coming. During the appointment, he will go through all your tax documents and give you an estimate on his service. It will not take longer than 15 minutes. I feel like it's a reasonable price for the service provided. After agreeing with the service, you will leave your documents with him, and he will have it done within a week. When picking up your documents, that is when the service will be settled. And Jonathan will address any questions or concerns that you may have. Highly recommend.
BEWARE NEW, PAST, & CURRENT CLIENTS in 2025. Owner Jonathan is REFUSING REPEAT CLIENTS for entire…read more2025 YR!! Why? Owner Jonathan's written excuse sent to my relative is he "lost (his) home in Eaton fire & is too consumed with work & dealing with IRS & FTB (CA tax) on TEL ALL DAY during in March & early April." See screenshot of Jonathan's email as proof. Everyone knows U send documents to both tax depts & then meet with agents IF required, talking on tel for hours achieves NOTHING!. Jonathan's own rule WAS to TEL him 1st before arriving @ his 1 tiny room office to pick up or deliver documents. Old reviews verify his method. Only way to reach him finally thru old email where he summarily dismissed my relatives' repeat business for rest of YR. FYI: If one lost one's home, or rental property, U deal with FEMA long ago, not now or any taxing dept . U get to deduct deduct diseaster costs too. Jonathan resides outside of Eaton fire zone too. Find more reliable EA that's LESS expensive who UPDATES business profile. Jonathan is "selecting clients HE deems worthwhile / lucrative only." LA residents get extension until Oct 15 with 0 fed & CA penalties. All EAs use TurboTax now, NOT CPA firm pro software that's on another level.
Lam & Pitt, CPA
(18 reviews)
Very friendly place to help you with your tax needs. it's always best to call in first just to…read morecheck availability and schedule an appointment with them. I personally don't get all the explanations when it comes to tax related stuff but for me Mr. Lam made it very simple for me to truly understand. extremely helpful place to go to for your taxes. I personally highly recommend them. Give it a try and Im pretty sure you won't go anywhere else!
First time filing my taxes at this location! I came because it was recommended by my close friend…read morewho has been coming here for many years. I usually go to H&R Block, but they have become too expensive and I needed a new CPA to turn to. Highly recommend working with Andrew. He works with many clients, but it's definitely worth the wait. He is detail-oriented, patient, and super friendly. I had no issues coming in and felt very taken care of throughout the entire process!
M.A. Tax Corporation
(10 reviews)
I have been filing my taxes with this company for 3 years. The first couple of years were fine, but…read morelater they suddenly added a significant extra charge without any clear explanation. When I questioned why the fee had increased so much, the response felt very uncomfortable and unconvincing. Since my friend and I had similar tax situations and were charged the same amount previously, I checked with other friends who also use this service. None of them were charged these extra fees. I called back again to ask for clarification, and they eventually admitted that I had been overcharged. What is most unacceptable is the lack of transparency and consistency in pricing. It feels like they charge different customers differently unless you question them directly. If I had not compared and followed up, the overcharge would likely have gone unnoticed. After supporting this business for 3 years, this experience was extremely disappointing. I would strongly recommend others to confirm all fees clearly before filing taxes here.
I have been coming here for taxes over 30+ years. Living in South Orange County now for nearly 10…read moreyears. I still drive to the San Gabriel Valley to M.Az. to see Maggie for my taxes.
Advance Tax & Bookkeeping
(41 reviews)
I have been using Advance Tax since 1995 Excellent service ,…read more David is very knowledgeable with taxes. BTW the front desk girl Maggie also very helpful and working since 1995 also.
I have been coming to David for about 7 years of ridiculous tax filing and never once have I been…read moreturned away or late. My taxes through the years have always been a mess. I used to freelance in the movie industry and I had piles and piles of 1099s and an assortment of W2s. Now that I freelance as a creator, I have even more expenses and etc that David and now Raymond have had to wade through. With every job change or additional thing, They ALWAYS know how to handle it and file everything perfectly and on time and by the book. I cannot recommend them enough. I even moved across the country and I STILL send all my taxes back. They have my business for life!!! If you're buried under a pile of taxes and nonsense from taxes, these are your folks. Small business, family owned and ran.
HJ Tax & Accounting
(3 reviews)
Henry at HJ & Accounting is extremely Knowledgable and gracious to return my call to discuss about…read morean IRA conversion, which was prepared by another tax preparer at another tax provider. His prompt return call, patience and explanation in clarity demonstrated the depth of his knowledge in taxation including the pros and cons of Roth IRA for my tax filing/income bracket, etc., Overall, I highly recommend HJ Tax & Accounting especially Henry for his expertise in taxation. Again, THANK YOU MUCH Henry for the courtesy call on subject matter!! A well deserved 5-Star!!! PS Thank you Jackie for your time as well as the office liaison.
This is my first time filing tax return with Mr. Li at HJ Tax & Accounting and I really want to…read moretell my story of what a GREAT experience I have had with him. His professional excellence and patience helped me save thousands of dollars from mistakes in my past filings that should have been returned to me. If you are looking for a trustworthy and experienced accountant at a reasonable price to save you money, you do not have to look further! I sold my house in Arizona for a big loss back in 2014, and my former accountant made a mistake and did not get me a large sum of money that I'm entitled to, over $18,000 to be exact. During my filing for 2017 return with Mr. Li, he spotted the error and worked with me for long hours to sort out a pile of years of my past tax returns. To be honest it was a mess, but throughout the whole thing Mr. Li did not lose his patience one bit and really spent the time to analyze my situation and worked on how to amend the mistakes. Only with his detailed explanation during this tedious process did I start to see the complexity of the NOL (Net Operating Loss) that carries across multiple years and how the mistakes were made and affected me. Eventually he helped me file two amendments, one to the State of CA requesting a return of over $5,000 and another to Federal for over $13,000. So far, I have received the state return and am still waiting for the federal return. Overall, I just feel that a great accountant is not one who just has years of experience and expertise, apparently Mr. Li has all that, but more importantly a great accountant is someone who cares about your finances like his own! Mr. Li's work ethics have really impressed me. I highly recommend HJ Tax & Accounting to anyone who has any type of accounting needs!
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Winnes Wong CPA has a very thorough and well trained staff. They are also very responsive with…read moregreat customer service. Highly recommended!
Stay away!!! Words cannot describe how deceitful this CPA…read moreis. My parents have been using her service for many years and didn't realize what's going on. Winnes Wong and her assistant made a huge mistake saying my parents lost a whole bunch of money in their business and investments when my parents actually made money. (bad accounting on her part, and bad tax filing) When I brought this up, instead of admitting her mistake, she pretended to be legit and talking herself out of the situation, and then blamed my parents' investment rep for not doing a good job. I only found this out when the investment rep showed me the mistake Winnes made. It was clearly her mistake. As if that's not bad enough, Winnes recommended them to her friend to do some investments, and parents lost money with this guy, but Winnes was trying to cover up for him. She probably got some kickback from her friend. So suspicious. Thank God I was home for the holidays and found out what happened. Too sad that my parents just trusted her all these years because she speaks Chinese and thinking she was doing a good job but who knows what other mistakes she has made, and how many other people she has fooled. Such a shame for the Chinese community.
I've had an excellent experience with this CPA firm. Their accountants are highly professional,…read moretrustworthy, and reliable. They respond promptly to inquiries and always treat clients with respect and genuine care.
Jenny has been a tremendous help to me. She has extensive experience and resolved my tax issues…read more The other staff members were also very friendly and answered many of my questions about tax laws and tax-related questions. Since I'm not often in the U.S., they even worked overtime to respond to my messages despite the time difference. I genuinely recommend her to anyone in need of assistance.
I filed two years taxes with Krystal, had to pay taxes for both returns which was fine however we…read moregot audited two years and ended up having to pay more - because company shares weren't reported correctly Went to have another party look It over turns out it was true, I ended up paid more taxes plus penalty, here I am try to explain to Krystal but she is still clueless, incompetent cpa got no experience or worse knowledge in her field! these people can memorized the textbooks pass the tests to be licensed but the reality is they are just here to cause you problems and waste your time and money Stay away from this place
I was shopping for a new tax preparer because I wanted to make sure that I file everything…read morecorrectly and not suffer the wrath of IRS. Sent a request on Yelp and received a quote I was OK with from Philip. The firm is conveniently located near downtown Monterey Park and has a private lot. Receptionist collected all my paperwork and offered me water as I wait. I worked directly with Tracy Xu who did a great job filing my 2019 taxes and preparing amendments on behalf of me for previous years. Tracy is also very responsive to phone calls and sends me paperwork to review via email. I am very pleased with the service I received and will be coming back to this firm on an annual basis.
Roubina is so wonderful to work with. Since the 2018 tax changes my taxes seem to be all over the…read morepiece. My husband and I have been doing well in our careers, and over the 5 years we've been married our salaries have more than doubled. As our salaries went up, what used to be refunds turned into owing taxes. I recently received a raise and was shocked to see an over 6% raise ended up only being a little more than $20 a paycheck. I knew it was time to enlist a professional to try and help me figure out our household's tax situation. I searched through yelp, looking through different CPAs, reading their reviews and looking at their websites. I was very impressed by Roubina's website, and since she knew how to do charitable gifts like Charitable Remainder Unitrusts, I knew she had a deep knowledge of taxes. After sending an email, Roubina responded and we set up a time to look over my situation. She sent me an intuit link (handy since I use TurboTax) and I sent over paystubs, and taxes for Roubina to look at. During our appointment Roubina called right on time, gave me some advice and options, and told allayed my fears. Turns out that since my husband and I make pretty good money, but don't have any children or a house, we just owe a lot of money in taxes. As mentioned before, she gave us several options, and even though likely I will have to pay more money in taxes, the peace of mind in knowing I'm doing the right thing now is priceless! She was so easy to talk to, and very warm sounding even through the phone. Roubina specializes in personal income taxes, so if you need help with your taxes, whether its what to do when you get a raise, or how to file your normal taxes, I highly recommend Roubina!
I highly recommend Roubina at RG Tax Services for all of your tax needs. She's prepared my tax…read morereturns the last couple years now, and I've been impressed with her knowledge and professionalism. In particular, I've been grateful for her responsiveness and follow-through, during tax season, and throughout the year for tax planning. She's on top of everything, and makes sure that everything is in order, and on time. That's something, in my experience, you don't always find with tax professionals! Making appointments are a breeze, and I like the flexibility for in-person and virtual meetings. If you need a new tax professional, look no further!
I will always do my taxes with Mitzi! She is the sweetest and makes the process so smooth. She has…read moreamazing communication and she asks me about deductions my previous tax lady never even mentioned I qualified for. A final plus, they can send you a portal with a tax organizer! You can easily upload all your documents and let them do the rest. 10/10 would recommend.
Everyone needs their taxes done. This is my first year running my small business as a small…read morebusiness and not as extra self-employed income. I put my trust in the Truax team because of the reviews I've seen here but also because of word of mouth. Bill and Lilia are no-nonsense and give you the sense that you can trust their information. There is no sugar coating but also every bit of help they can give to make sure you are doing it right but also not getting hit harder than necessary. They handled my first 1099s for my company and are working on my 2021 taxes. I feel calm and confident under their care. The office staff is great too. This feels like a group that has your back and I'm so happy they are taking care of me!
Extremely reliable and professional. IVAN is very knowledgeable about what he is doing. Highly…read morerecommend.
Joy is really nice, patient accountant. Her price is fair, and I will keeping find her next year!read more