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    CMC Tax Services

    5.0 (8 reviews)
    Closed Closed

    Services - CMC Tax Services

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Tax planning

    Bookkeepers

    CMC Tax Services Photos

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    Bookkeeping Solutions

    Bookkeeping Solutions

    (34 reviews)

    I own a pest control company and Mary's Bookkeeping has been nothing but professional and helpful…read more We are so grateful for her services. We look forward to a long relationship with her and her staff.

    I never even had an opportunity to use Mary's bookkeeping, so I can't speak to her services. My…read moreexperience was in setting up my practice to work with Mary. My first clue was when she quoted me an hourly rate of $75/hour, but then wanted to charge me $350/month without ever having SEEN my books or my needs. She said she's been doing this a "long time" and could "tell" it would be 5-7 hours per month of work. That being said, what if it was 5? Or less than 5? Would I get a refund? No response. But I'm in need, so I still said ok. After dozens of emails back and forth, I provided her with passwords for my business accounts, credit cards, and Quick books portable file. I set her up with everything she needed to start my work. The second clue she gave me was asking me (again) which accounts were which (letting me know she couldn't handle complex law firm accounts). She also asked me repeatedly for things I had previously sent her in the same email string. When I responded to her that everything had been provided she emailed me back immediately and stated, "We have decided we are too busy to handle your books." Period. Mind you, by this time, I have told my current bookkeeper that I'm going with someone new. Oy-Vey! After receiving ALL my client's private information in my QB file, my usernames, passwords, statements, etc. and me firing my other bookkeeper, I'll have to change everything now and there's nothing I can do to retrieve my QB portable file. To say I was disappointed is a complete understatement. She's definitely not as organized as she claims to be. I definitely don't see how she has this many 5 star ratings. ??? UPDATE: just read her reply comment on my post. Takes no responsibility for her role in what happened. Just puts it back on me. Whatever Mary. You can't even be honest that you said you were "too busy". *eye roll*. Clearly I dodged a bullet reading your other 1 star reviews.

    Smart Bean - Boss Bean

    Smart Bean

    (29 reviews)

    If you're a business owner looking for consistent, reliable bookkeeping Smart Bean is the partner…read moreyou want on your side. As an accounting and tax advisor, I've worked with a variety of bookkeeping teams over the years, and Smart Bean stands out for their daily reconciliations, flat-fee pricing, and proactive communication. Their team makes it easy to stay on top of your numbers without surprises at month-end. They specialize in helping growing businesses get clean, accurate financials so owners can focus on strategy not spreadsheets. I've referred multiple clients to Smart Bean and they've consistently received organized, timely, and friendly support from their onboarding team through to day-to-day operations. If you're tired of playing catch-up with your books or your current system just isn't giving you clarity, give Smart Bean a call. They've been a game-changer for many of the business owners I work with. Highly recommend, as they are the best bookkeeping team for small businesses.

    Everything was fine until I decided to go in another direction and terminate services with Smart…read moreBean. The process was extremely difficult, and I had to endure two sales calls where they hard-sold me to stay. The last call was with Victor Constantino, and he cussed me out. This entire experience was very odd. I decided to go to their office and file a formal complaint with the company regarding Victor Constantino's behavior. However, when I went to the addresses listed for Smart Bean on Google and Yelp, I discovered that Smart Bean is not located at either of those addresses (listed below). Something is not right here. BEWARE. 1420 E. Chapman Ave, Orange, CA 92866 and 17291 Irvine Blvd Ste 150, Tustin, California, 92780, United States Update: After posting this review, the owner called me and informed me that they don't have a physical office and that everyone works from home. She also apologized for Victor's poor behavior. However, I would still like to see Victor in person and receive an apology from him. I will update if this happens.

    Topp & Lau - An Accountancy Corporation

    Topp & Lau - An Accountancy Corporation

    (2 reviews)

    Since moving to Los Angeles as a newly minted and trained physician in 2016, I originally had a…read moredifficult time navigating the accountancy and finance-related issues associated with a professional medical corporation (S-Corp). Compounded by W2 income, a couple of small businesses that are all separate differently, my needs (and anxiety) grew over the years. Although I put my time in understanding and preparing everything, previous accountants dropped the ball with communication or missed ends. My wife (who I met in LA :) and has her own proprietorship) and I met Jenny Lau & Bob Topp for our accounting needs in early 2019. We were impressed with Jenny's experience working with medical practices in the area. - Immediately, I appreciated Jenny's straightforward nature when it comes to financial and time quotes for work needed for tax preparation and personal / business filings, including 1096 and 1099. - It was an especially difficult task, considering my numerous spreadsheets and unreconciled ends left from previous CPAs. - Through a friendly and receptive staff (especially Ms/ Kimber Spickert), sensitive information is communicated both ways in a timely fashion. - An encrypted portal is used to manage the uploading/downloading of all forms and supporting material, including signature forms. - All extensions and filings were completed on time!!! Furthermore, Topp & Lau partners with an excellent payroll system (Heartland, associate: Michele Holmes) that has been instrumental in our personal and business transitions to W2 where applicable. As mentioned, the firm is straightforward with costs, utilizing an engagement form and including fees for technology costs and time need for reconciliation of disparate accounts. Their pricing is on par with that of previous CPAs and my understanding of the market in Los Angeles (though their firm in in Orange County). ***However, we were very happy with the work that was completed for our businesses, including both savings and ongoing considerations as we bought a house and have a child on the way! I look forward to seeing how our relationship with Topp & Lau will evolve over the year. Definitely a strong recommend to both individual/families with personal accounting needs, as well as young companies and practices looking to get started off on the right foot!

    Topp & Lau is an excellent firm. They understand my husband's business as well as my traditional…read moreW-2 work. They handle my questions quickly and with the full value of their tax knowledge. They have been doing our tax returns for six years and I will continue to value this great relationship!

    ESY Tax Group - ESY Tax Group Certified Public Account CPA Orange County Eric S. Yoon. Business Tax Services and Filing. S Corporation, C Corporation, LLC

    ESY Tax Group

    (105 reviews)

    I've worked with many other tax services in the past -- from filing it myself with TurboTax to…read moreother CPAs in the Bay Area and in Orange County and Eric surpasses them all in leaps and bounds. I've never had better guidance from a CPA or a bigger return! I've been using AT&A in Anaheim and they've got amazing reviews and haven't had an issue with them but we relocated and our normal tax guy left the group. We figured now would be a good time to find a CPA closer to us. I reached out to a handful and Eric was the most prompt and professional, with a client portal that was so easy to use. Eric takes his time, answers every question, and doesn't rush through the process. I didn't feel like a number but a teammate. I felt well looked after and he really cared about his work. Thanks so much Eric, we will work with you for as long as you'll have us!

    Eric has been great to work with. He helped me file the required documents for my LLC and also took…read morethe time to review my current tax year to make sure everything was prepared correctly by my previous tax preparer. What really stood out was how quickly he was able to look through my documents and immediately give helpful feedback. You can tell he knows what he's doing. He explained things clearly and didn't make it complicated. He's also very prompt and responsive, which I really appreciate. I never felt rushed and felt confident after speaking with him. I'd definitely recommend Eric for both personal and business taxes. I'll be working with him moving forward.

    CMC Tax Services - taxservices - Updated May 2026

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