Can't trust this guy, full of errors on my tax return, he doesn't check his work and he relies on…read morehis client to find all errors for him.

James is hands down the best CPA I've ever worked with. He is extremely knowledgeable, patient, and…read morethorough, and he took the time to explain everything clearly so I fully understood my tax situation--especially with my S-Corp, which can get complicated. He is very responsive, organized, and professional, and I felt completely confident knowing my taxes were done correctly and strategically. He didn't just file my return; he made sure I understood the plan moving forward, including quarterly payments and compliance, which gave me real peace of mind. If you're looking for a CPA who is honest, detail-oriented, and truly cares about helping you stay on track financially, I highly recommend James. You will not be disappointed.

I had a great experience with Lupe. She was punctual and cordial, and it was clear she'd actually…read moreread my email before our call -- she came prepared and didn't waste any time getting up to speed. The consultation itself was free, which I really appreciated. Lupe walked me through my situation clearly and was refreshingly candid about what she could and couldn't help with. No overselling, no vague answers -- just honest, straightforward guidance. She's also very knowledgeable and genuinely caring, and isn't afraid to brainstorm with you and share free advice along the way. It never felt like she was holding back to save something for a paid session -- she just wanted to actually help. Great first impression, and I'd definitely recommend her to anyone looking for a CPA who's sharp and honest.

We have been coming to Lupe for our taxes for at least 5 years now…read more She is extremely knowledgeable, personable,professional, honest, friendly, and an excellent communicator. We book our appointments online and are given an option of a face to face or an online appt. We always prefer face to face with her because you feel like a member of the family and enjoy seeing her. During off season, the office is still open and she is easy to get a hold of by email or phone. Office is right off the 10 frwy at Indian Hill and there is plenty of parking and restaurants near by. We usually book in the afternoon and catch dinner right after. Thank you Lupe for your kindness, expertise, looking out for us all these years, and keeping our taxes in order. See you next year!

The notary services I received were done swiftly. Standard pricing. I appreciate how kind she was…read moredespite my son was being a little booger in their offices. Thank you again!

I've been coming to Alisa for quite a few years now and have recommended my family and friends to…read moreher. She is quick and makes sure you are getting back what you deserve. She asks all the right questions to make sure of that. Sometimes you think claiming certain things won't make a difference but she always makes sure to check for you, and let me tell you, she has saved me thousands! If you want to sleep well knowing you taxes were prepared correctly and accurately this is the spot to come! Alisa is the real deal! And I am so grateful I found her business!

Very unprofessional, imagine driving from Palos Verdes to Claremont (2hr drive) to submit the…read morenecessary paperwork and not getting a callback. It's been over two months, I hope it was worth losing a client and getting a bad review!

My husband and I have been looking for a professional and wonderful CPA we can trust and have a…read moreconnection with. Corina was that person we have been looking for ! She has done our taxes for 3 Years now and I can see why she has plenty of long time clients. She is honest and funny at the same time! We even recommended my mother !

We had a great tax accounting guy, but he had to move out of country due to family emergency so we…read morehad to find someone else that was closer to home with great ratings and experienced. Pete was friendly and answered all my questions through email/phone. I like that I was able to submit all my documents securely through their site. It didn't take him long to process my 2024 income tax that was filed jointly with a dependent. Sadly I broke even, but at least I know it was done by a professional. His fee was $300 which was way more than I expected. I plan to look elsewhere to see who else would be cheaper since I would pay before around $120.

Pete is very personable and knowledgeable. He walked me through a couple of scenarios to assist…read morewith my taxes. I highly recommend!

I cannot recommend enough!! If you're looking for detailed wealth management and tax services, THIS…read moreis the one stop shop!!!

Great place. John Allen has been doing my taxes for about 15 years. John has great advice on tax…read morematters.

1 1/2 minute read: Today (02/28/2026) is the 3rd year…read moreJocelyn & I drive some 45 miles to Upland. Our reason? Have our taxes done, by ADRIAN'S TAX SERVICE*. Adrian (proprietor) is high professional and can assist with any concerns you may pose. Give his office a call. They'll tell you what they need, to help you through tax season. You'll be glad you chose Adrian's. * there's another tax service with the name "ADRIAN". THIS review is for "ADRIAN'S", not for "ADRIAN" ... no 's' at the end of the name.

We have always dreaded tax season but Adrian makes it as painless as possible. His front office…read morestaff is friendly and communicative. Adrian is professional, personable, and has given us a lot of great information and education. We will keep going to him for as long as he'll have us! :)

Dana has done our tax returns the last few years. We have been very satisfied with her work. The…read morereturns were completed promptly. She is very knowledgeable and was able to answer any questions we had. I would highly recommend her and Personalized Tax Service.

I had been with my previous provider for over 40 years and through three different owners, but as…read morethe service declined to an unacceptable level, I knew it was time for a change--something I didn't take lightly. Dana Norton made the transition seamless. She was professional, knowledgeable, transparent, and consistently prompt in her communication. The entire process was smooth and stress-free. I truly appreciate the outstanding service she provided and highly recommend her to anyone considering a switch. I've not only found a new tax preparer, but a trusted advisor who can assist with tax planning, estate planning, and guidance on property sales and purchases.

Very professional, take there time explaining while working and filling your taxes!! The price is…read morevery reasonable and worth every dollar spent filling my taxes with Xel Advisors. Totally recommend Xel Advisors for your taxes

I've been using these guys for five years and they are well worth it. They helped me out with…read morestrategies, payroll, and so much more. I couldn't have asked for better tax advisors. They are always there with a quick response whenever I have a question. I highly recommend this company for all your tax and payroll needs.