Alec and Kaye make the annual nightmare of playing bookkeeper to the government, manageable…read more They have a system in place for everything. Emails and texts are their main form of communication, which is also mine. I do appreciate that! The upload portal makes it super easy, the online appt calendar is also easy and then the review is a thorough phone call where all my questions were answered. What a dream compared to other CPA experiences. Their preparation costs are also super realistic.

Just filed our 2025 tax returns thanks to Alec at Kellzi Group,CPA. The whole process was…read moreefficient and streamlined! This was our second tax season with Alec. In previous years our tax appointments with our previous accountant would take hours and sometime multiple visits. Alec got both of ours completed in under 1 hour!!! His assistant had sent us an email with a link to Intuit to get things started. We might have been able to do the whole filing virtually, however we like the opportunity to meet in person and ask questions.

He is as honest as the day is long!!!! Going through a divorce and I had questions about what my…read morefuture situation would look like in different scenarios. I called and the staff member said the first consultation is free. I said "I only want one consultation because I have very specific questions before I proceed with negotiations." She set the appointment which was within a few days and accommodated my schedule. At the appointment, Mark was on time and his office was neat and relaxing. He sat with me for almost an hour and would have sat longer. I never felt rushed or like he wasn't focused on my questions. He was also very kind and non judgmental. We went over different scenarios, he explained different laws that would affect my situation, he informed me of different things even I hadn't thought about and clearly explained everything. He even brought out the CPA calculator and calculated different scenarios. At the end, I asked him how much I owed him and he said "nothing." WHAT??? He said the first consultation is free and maybe in the future I will use him, I practically forced a check on him because I felt he gave me so much peace of mind and great information. He reluctantly accepted a check for an amount I chose. I will definitely use Mark in the future and I can say that he is extremely smart and knows his business in and out. He is an extremely qualified and competent CPA. I will trust him with all my future needs. Thank you Mark!

Tried to make an appointment, but Mr. McNelis' staff never returned my calls. I can assume there is…read moreno longer a CPA in that building on Honolulu Avenue, Montrose, CA.

I've been going to Kelly & Small for my business and personal taxes for a few years now. I've…read moregreatly appreciated the friendliness and knowledge of the staff, and patience and willingness to answer any questions I have had in depth. They are honest, efficient, and as one reviewer mentioned, do take genuine interest in their clients. Thanks David Small and team for taking the stress out of taxes!

UPDATE: During my problems with them, I sent many emails…read moreto Kelly & Small with my concerns and they were met with no empathy or any offer to make it right and my last email to them was sadly just ignored but now they want to DM ... day late and a dollar short! Had a horrible experience with this place. I think they maybe used to be decent but I think they are going through something because I received horrible customer service and had a very bad experience. Would not recommend!

Have been using this company for the past several years and I have found that their income tax…read morepreparation is solid and accurate. Alex is easy to work with and a very knowledgeable and friendly guy. Will continue to use them.

We had a seamless experience with Alex and Elizabeth. They were able to get our taxes done…read morevirtually and quickly and were transparent with costs ahead of time. They helped us navigate our expenses without pinging us with extra costs with every form like H&R Block.

Unfortunately, I have to give 1 star to the business that used to be my go-to place for all the…read moreaccounting needs. You could totally rely on Ed, the previous owner, and his extensive professional knowledge in taxes and everything that had to do with it, but I guess he's retiring. Now, they have a new owner, this Chris guy, who's supposedly a CPA, but that's just a title on a piece of paper. When you call in with a question and actually want to talk to the "CPA," he will put you on hold to go find out the answer to your question from his employees. He knows nothing about business, taxes, even basic things like EIN or business license. But he's raising the prices (lol I guess CPA to him means charging a higher price, not professional knowledge or responsibility) that Ed kept in place for years or even decades. Save yourself from trouble and avoid at all costs!

We've been clients (and friends) of Ed's for decades now…read more Ed is as good as it gets, for doing accounting, taxes and other business needs. Come on, he's an Enrolled Agent (he can stand before the IRS in court, etc.), he's an MBA (he knows business) and he's a great human being. I've had accountants in the past that seemed to work FOR the IRS, not for me. Ed is different - he'll go that extra mile to get you those same tax breaks that the rich guys get. And he'll give you good business advice, too. He looks out for you now, and down the road.

Alex is a complete professional. Not only is he honest but also very knowledgable. He knows what…read morehe's doing every step of the way. Everything I needed was addressed and taken care of during filing season. He was even was kind enough to remind me that he extended my filing process due being late last year. He's not like the rest of the accountants that carry on and drag your time, not only will he save you money he will get it done in a timely matter. The best part of having a good accountant is even showed me how I can save my money without having to spend extra. Thanks for all your help, looking forward to seeing how much I can save again this year!

Alex has been my law firm's CPA for a year now. Not only is he honest and upfront about everything,…read morebut he is incredibly knowledgeable. He goes out of his way to make sure my partner and I understand every step of the process. He laid out the pros and cons of every option and has been a great advisor. Would highly recommend him to any of my friends or family.

I found Angel after feeling overwhelmed with taxes and unsure who to trust. From the first call, he…read morewas calm, clear, and focused on helping me get clarity--not just rushing me through forms. He asked thoughtful questions, spotted things my last CPA missed, and helped me feel more confident about my finances. He doesn't just do taxes--he explains them in a way that makes you feel in control. If you're a business owner or just want someone who actually cares and knows what they're doing, Angel is the one.

I have worked with Angel for several years and highly recommend him! He's knowledgeable and helpful.read more

I have used Pam Smith for both my personal and business Quickbook needs. She has been a…read morelife-saver. She is completely savvy with the programs and with my business needs in general. I completely recommend her. YOU CANNOT GO WRONG WITH HER!

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've been able to do my own taxes for a couple decades now...I do not have a very complicated…read morefinancial situation so doing them myself was no big deal. Until I was walloped with an overall taxes owed balance that was 10 times more than I'd ever paid a couple years ago. I found Sean and he looked them over for me...he verified that I had done my taxes correctly except for a credit that I had missed! A significant credit! I will no longer be doing my taxes by myself. Now I spend my time trying to keep from wondering what other things I've missed in the past years. In the meantime, I will be using Sean and US Tax Guru for my taxes. Through the process, Sean does not talk over my head. He includes me in the process, values what I have to say, and absolutely takes care of me as a client on a level that is far more personal than I have encountered in any dealings I've had with financial support providers.

Tax returns are no fun and using the services of an expert is the way to go! These folks are great…read more They are friendly, patient experts who provide excellent results.

I have had a great experience working with Donna and her team. They are knowledgeable, reliable and…read morealways take the time to answer my questions and explain everything clearly. I really appreciate their attention to detail and professional advice. I highly recommend them to anyone looking for a trustworthy and experienced accountant.

Great experience! Donna provided clear guidance on resolving a Corporate FTB status issue and a…read moresolid strategy on how to move forward efficiently. Professional, responsive, and knowledgeable as always.