Kathy, my CPA for 3 or so years now, responds super fast, even at crunch time. She is direct and to…read morethe point, wasting no time, and always punctual. She charges a fair price and helped me get a substantial refund last year. Cuz of an annoying K-1 that always comes late, I have to file an extension every year, but she has been appropriately conservative in estimating the amount I should pay both the IRS and FTB just in case on Apr 15, making my refunds even more pleasant of a surprise lol. She's also helped me with my dad's tax returns. Thank you! P.S. I think I already alluded to this earlier, but to emphasize in this day and age of stupid inflation: her prices are very reasonable, at least based on what I just read chatGPT says I should expect for our return's degree of complexity. Shoot, does that mean if she reads this she will raise her rates? I hope not hehe

Just had my taxes done with TT Tax and the process couldn't have been easier. The receptionist, I…read morewished I had gotten her name, was so nice and friendly. She retrieved my documents from me and started me on the process. After which I met Kathy who is very efficient and nice as well. She got through my taxes in just a few minutes albeit my tax case was relatively simple and cut through. Kathy went over my taxes with me and explained each line to me. Then explained the amounts I would be getting for my federal and state tax refunds. I liked at the end how Kathy put everything in a nifty blue folder for me to take. I would definitely recommend TT Tax for anybody needing to do their taxes and will do my taxes with them next year.

Sam (CPA who prepared my return) and Stan (office manager) did a fantastic job handling my and my…read moreparent's taxes this year, which were both more complex than usual. Communication was excellent ... quick, clear, and at just the right level. Most of my questions were answered quickly through their portal or via a quick call. Their portal is easy to use & efficient. I liked that I could actually see how each document was used, with markers showing exactly where numbers were pulled from in the PDFs. Their fee was reasonable, and I believe I more than made that back through their expertise. They caught items that my previous tax preparer missed, which made a real difference. If your taxes involve more than just basic W-2s or 1099s, I highly recommend working with a knowledgeable CPA like Sam. She and Stan are both great to work with. ------------ NOTE: This review is entirely my own and written solely at my own initiative. No one asked or incentivized me to write it, and I have no prior relationship. I wrote it myself from scratch, and I did not use any artificial intelligence tools to write or edit it.

We have worked with Sam for the past two tax years and have nothing but the best to say about our…read moreexperience. Sam is highly responsive, attentive, and organized, and she makes tax season significantly less stressful for us than it otherwise would be. All we do on our end is find/upload our tax documents; Sam and her team take care of the rest. Excel Tax Group is fantastic and we look forward to continuing to work with Sam in the years to come.

Another tax year book closed. They are amazing. I organize my documents and submit them online…read more Then like magic my returns are prepared, submitted, and I know they were done right. They are tax experts and the only ones I will trust to handle my complicated assets. Worth every penny spent for their services.

We went with Sarah Nagel having moved from the Inland Empire area last year. I believe her office…read moreis in the Weisz & Weisz building. We found her to be knowledgeable, efficient and technology driven.

2nd time doing my taxes with Jeff. Him and his team did a fantastic job with my returns and future…read moretax planning strategies

I've been going to Jeff for about 12 years. He does a great job trying to educate you around taxes…read moreand really takes the time to go through your situation even during the busy tax season. I would hands down recommend giving him a try.

The friendly professionals at EA Tax Resolutions are knowledgable and efficient. They offer…read moreup-to-date software to help facilitate completing returns, and with easy electronic filing, you'll receive your refund right away. Avoid the stress, procrastination, and headaches that come with filing your own return. For credit purposes, many leasing agents will require a professionally prepared return. Get busy and contact EA Tax Resolutions now. You'll be glad you did!

Anthony and team are fantastic and detailed oriented when it comes to filing taxes and finding the…read morebest refund. I've even added my business taxes and his book keeping services these past few years which has saved hours of my time in keeping up with business records and having a streamlined tax filing process for my wife and I.

Everyone at Smart Tax & Accounting Services were so nice and helpful. Natalie helped me and was…read moresuper knowledgeable! It was pretty quick and painless. I'll be coming back and bringing my wife along too!

We've been clients of Smart Tax & Accounting for several years. When we first started, we worked…read morewith someone named Kim and had a great experience. Unfortunately, she eventually left, started her own firm, and later moved to Texas. After she left, we continued with Smart Tax & Accounting. For Tax Year 2022 we met with Liv, and unfortunately, that experience was not great. She may have been new at the time, but there were several mistakes, so we requested to work with someone more senior. We were then assigned to Tai, and for Tax Years 2023 and 2024 everything went smoothly. He was responsive and generally took the time to explain things clearly when we had questions. However, our experience during the most recent tax season (Tax Year 2025) was disappointing enough that we've decided to end our relationship with the firm. One issue involved Roth conversion planning. We asked Tai to run some numbers because we were considering doing a conversion this year. The calculations he provided contained several errors. When I pointed them out, he reran the numbers, but the revised version still contained mistakes. For something involving tax planning, accuracy in these calculations is obviously very important. Another concern was his comment that we shouldn't provide our mortgage statements because he didn't want to run the itemized deduction forms since we would "most likely" take the standard deduction. My understanding is that they charge based on the number of forms filed, but it didn't make sense to me not to run the itemized calculation at all. Even if it's unlikely, the numbers should still be checked to confirm which deduction is actually better. Overall, the process this year just didn't feel as thorough as in prior years. For example, there was no discussion about our charitable contributions, and we also weren't consulted about when our federal tax payment would be withdrawn. We eventually realized that the payment was scheduled for April 15 after not seeing a withdrawal for several days. Personally, I would have preferred the payment to be made when the return was filed, but we were never asked. In the end, there were simply too many issues this year for comfort. Our taxes are not particularly complicated, which made the experience even more surprising. Because of that, this will be the last year we use Smart Tax & Accounting. Hopefully the firm improves its review process and communication for future clients.

Choosing to do my taxes with Peoples Choice Tax for the first time was a great choice. Scheduling…read morean appointment was easy. During the appointment, Maria was very knowledgeable and friendly. Everything was handled during my appointment professionally, effectively and all my questions were answered at once. I received very quick replies when Communicating before and after my appointment . Thank you

My wife and I recently filed our taxes for the first time with Peoples Choice Tax and Accounting,…read moreand we had a great experience. Maria was very pleasant, professional, and made the entire process smooth and stress-free. We truly appreciated her helpful attitude and attention to detail. I highly recommend their services!

Fast response and met with Irene in person! So far, she's been great and smooth in the process.read more

used Irene for my taxes two years in a row. While the returns were passable, her communication and…read moreprofessionalism were absolutely not. This year, she simply stopped responding altogether. no replies to multiple follow-ups, no updates, nothing. My brother had already stopped working with her the year before due to the same issues: chronic delays, lack of urgency, and total disregard for deadlines. If you enjoy being ignored after turning in all your documents on time, getting ghosted after multiple emails, and scrambling to file extensions because your tax preparer vanished. then by all means, work with Irene. Personally, I'm done. Completely unprofessional and unreliable. Good riddance.

I have had an amazing experience doing all my taxes with Peshke Financial. The team is organized…read moreand gets everything filed and completed in such a timely manner. Makes this time of year beyond easy. Thank you!!!!

Chad and his team are awesome. Super quick, organized, and on top of everything. Chad gives solid…read moreadvice, and the whole process is smooth and easy to follow. Honestly, I'm so glad I found them.

The business is welcoming, friendly and professional. My preparer was kind, courteous and…read moreknowledgeable. Will definitely use them next year.

Good reviews. Lousy customer service. Just moved to Dana Point and looking for a new CPA. I…read morecontacted them via email and they suggested I upload my last tax return into their portal. Which I did. They said someone would get back to me. Nothing. If they can't respond to a "hot" lead what will they do once they land you? And they now have all my personal financial information.