I had a great experience working with Alex. He is extremely knowledgeable -- and dare I say…read morepassionate?? -- about the intricacies of the tax code! He is professional, has excellent follow-through, and goes above and beyond to help his clients better understand their financial situations. A bit about the process: We started with a free, 15-minute consultation to determine whether Alex could help me. During this call, he gave me an estimate of how long it would take him to address my situation at his hourly rate of $325. Before Alex began work on my issue, I paid half of the upper end of the estimate upfront and Docu-signed an engagement letter. Alex took his time collecting all of my pertinent financial details and kept me apprised of the projected timeline throughout the process. We concluded with a scheduled call where Alex presented me with a very organized, well-thought-out PDF showing potential outcomes considering different variables. He spent an hour and 15 minutes patiently going over the PDF with me and answering every question I could come up with at the time. Since our scheduled call, Alex has remained available via email and phone for further inquiries. He is always friendly and eager to help. And when he can't come up with an answer or explanation on the spot, he researches it and follows up with what he's found. Highly recommended!

I found Alex through his YouTube channel and I couldn't be more grateful. He's patient, reliable,…read moreand incredibly knowledgeable! It's true. The first year you file taxes for your business in California and on a federal level, it seems like everyone is out to get you! It can be incredibly daunting to not only differentiate tax liability, but avoid misfilings, fees, and things you aren't even aware of. That's when I realized a faceless entity like h&r block wouldn't cut it for me. I needed someone personable, reliable, but most importantly have the knowledge tailor-fit to my situation. Not only was Alex super knowledgeable about the details, but he was always there for me. If I had a question or concern, I never felt abandoned through the process. I think it's because he's so organized, since he was always extremely communicative and never let me down. Well-versed in his various specialties, I've never met anyone so sharp and on top of things. Overall, I'd recommend him to anyone and I'll definitely be referring friends.

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.

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.

I'm not a numbers guy at all--thankfully, Chris is…read more Over the past few years, I've had a lot of inconsistent income, which always made tax season stressful--especially when I ended up owing more than expected. Chris took the time to really understand my situation, and not only was he able to get me a refund this year, he also helped review my prior returns and file amendments on past taxes to get back even more money. They may charge a bit more than some tax professionals, but when you consider how much they're able to save (and recover), it more than pays for itself. Thanks Chris!

I am a certified public accountant but when it comes to my personal taxes, I now put my trust in…read morethe expert hands of Chris over my own. I reached out to him on April 14th for help with my taxes and the attention and care he gave me made me feel like I was his only client. Such a stressful situation turned into a peaceful experience. Thanks Chris!

Joel was amazing to work with this tax season for my small business. He was extremely informative,…read morepatient, and genuinely made me feel like he had my best interest in mind every step of the process. Having worked with other tax professionals in previous years, I can honestly say that level of transparency is hard to come by. He was always available when I had questions and took the time to explain things in a way that actually helped me understand my business finances better. I'm leaving this tax season feeling much more confident going into next year thanks to him. I'll definitely be filing with Joel again next year and every year going forward. Such a great experience overall, and I highly recommend him to anyone looking for someone trustworthy, knowledgeable, and supportive when it comes to taxes!

I am extremely upset about the service and quality of Joel and his team. We really wanted to like…read morehim-- he was referred to us for his cost segregation experience and we had a good first meeting. However, as we got closer to April 15 I got minimal communications from him. Then on 8pm on Tax Filing day itself, he texted that it would be late at night that he finished, then he texted saying he didn't finish and would file for an extension. Strike 1. Then I had to follow up April 20 since I hadn't heard anything and then over the next 2-3 weeks it was back and forth of reviewing his draft submissions and there was constantly inaccurate information, missing information, and overall poor attention to detail (he even missed including my 3 children as dependents). I was QCing accounting mistakes of my own CPA! Strike 2. I had to keep revising his drafts because his initially had us owing over 5-figures which was more than last year. I had to remind him then of how to approach the tax strategies that our family put in place. What I am even paying you for?! Strike 3. Then I had to still follow up with him when the final submission was going to be submitted (over a month late) and only then did he actual submit it, but I never even got a copy of the submitted paperwork (still waiting for it). Strike 4/5/6/ Needs to be thrown out of the game. I don't recommend at all and it's unfortunate since he seemed to do well with others, but not with us. Maybe he couldn't handle the complexity of our W2s and investments but never will I work with him again.

I was about 4-5 years behind, and I'd tried calling almost everyone I know or could find. I even…read morewent to another bigger firm, who told me they'd fix everything, not to worry blah blah. Ryan & RGN actually delivered on those promises. Before I knew it my taxes were figured out, and they were calling me, updating me with everything. I'll be with him until the day I die. Thanks Ryan & Team!

So, this team has been just amazing. The service and attention to detail is just fantastic. The…read moreteam is very on-top of communication even reaching out to me early to take care of my estimated tax payments. Everything down to the client portal is just top tier. I'm glad I finally found a firm.

I started my business 4 years ago, and every tax season has brought me a fresh wave of anxiety. As…read morea solo business owner, you wear a lot of hats - but the accounting one never fit me. Over those four years, I cycled through multiple accountants and always came out the other side feeling confused, second-guessing whether things were done right, and honestly more stressed than when I started. MashCPA changed that. This is the first year I've felt genuinely confident in my taxes. Denis takes the time to meet with me regularly and actually explains things in a way that makes sense - no jargon, no hand-waving, just clarity. Having them in my corner has let me focus on the parts of my business I actually love, without dreading March 15th hanging over my head. Can't recommend them enough.

Requested to help me filing jointly for me and my spouse who's an NRA. He explained that he'll need…read moreto file an extension and file a ITIN with our returns via paper mail. Made my account and uploaded our forms. Over a week and he never contacted me for any further clarifications or other supporting documents and didn't even bother to file the extension. I call him for an update and he was thinking he needed to file my 2024 tax return which wasn't what I asked for. He chooses to not take my 2nd call and emails me that he could longer work on my return because it's too complicated...and he tells me this 2 days before tax deadline, the 13th. He probably would not have emailed me if didn't reach out to him. The more I think about it, the more I realize he was just googling how to file an ITIN. Lack of communication, unreliable, still needs more experience.

Kenneth has been a great tax partner for this past year!…read more I reached out to ahead of the 2024 tax season to ask about his services for individual tax preparation. He was incredibly responsive over email and detailed in outlining the benefits he provides to clients. I love that he has a secured file portal to keep all sensitive documents private and offers quarterly calls after tax filing is complete throughout the calendar year (this is included in the flat rate for filing). He not only helped me with my taxes, he also flagged that I needed past returns amended for minor corrections and laid out the options for me so I could make the most informed decision. He said that he could reconstruct the returns for a larger, additional fee - but that he recommended that I reach out to my previous tax preparer to amend the returns as that would be more practical and at a much lower (or potentially no cost). As a bonus, he even offered to be on the email thread to help clarify if they had any tax related questions while completing the amendments - which was incredibly kind and helpful :) I really appreciate that he presented me with options and helped make sure I had the most information before proceeding - looking forward to continuing to work with him for my tax needs!

Kenneth and the team have been so incredibly helpful this last year! Kenneth is a gem to work with…read moreand absolutely understands the challenges in running a business. Since working with him I have felt so much more confident and prepared with my finances in my business. I am so glad to have found someone who is patient, kind, and knowledgeable about the entire tax process. Highly recommend!