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

I've been going to Kathy for the last 5 years I believe. She's direct , honest , knowledgeable, and…read morepersonable. When I have a question about taxes , I just ask her and she's usually quick and responsive. They have you upload docs on their portal so once you go to your appointment, you're in there no longer than 20 minutes making the experience even better; Quick ,Efficient, and seamless. Highly recommend her.

Ive been going to Dan for the last 4-5 years. He's the best! He always answers any questions I have…read moreand works efficiently.

They were not at the office, took phone call but refused to offer service…read more Got recommended by friends but was worthless in offering any assistance.

Travis failed to explain a Premium Tax Credit reconciliation before filing my return, which…read moreresulted in an unexpected repayment. This was never discussed in advance, nor were the implications or repayment caps explained and I only discovered it after filing. Travis later was able to provide an explanation.

Travis helped me and my wife with our taxes a few months ago and we will be coming back this…read moreupcoming year. He did a great job on it and he was very friendly/helpful! Highly recommend going to him for your taxes

I must join everyone else and give the highest ratings to this firm, especially my collaboration…read morewith Tai on tax preparation. He is detail oriented, thorough and provides very useful information on the tax code and the actions we take together. I have worked with him for a number of years and he makes paying your taxes as pleasant as they can be, under the circumstances. lol The prices are also very affordable !

I find it disappointing when a business responds to a negative review primarily by defending its…read moreactions rather than taking the opportunity to understand the customer's concerns and acknowledge where its communication could have been better. Since the owner has now responded to my review, I would like to address each of her three points. 1. Roth conversion calculations We were never told that calculating the Roth conversions would involve an additional charge. Had we known that, we may have reconsidered having the calculations performed. More importantly, regardless of whether there was a charge, the calculations provided to us by Tai were incorrect. He sent the calculations to us twice, and both versions were wrong. These calculations involved our actual tax liability and potential Roth conversion decisions. Providing incorrect tax calculations is a serious concern because a client could reasonably rely on that information and potentially make financial decisions based on it, which could result in an unexpected tax liability or penalties. The issue was therefore not simply whether the calculations were included in our client copy. The issue was that the calculations we were given were incorrect. 2. Mortgage interest The owner's response says that our mortgage interest statement was included in our return and that the information was used in determining whether itemizing deductions or taking the standard deduction was more beneficial. That was never clearly communicated to us by Tai. He did not explain that the mortgage interest information from the prior year was being used in that way, nor did he explain how changes in our mortgage-related expenses could affect that calculation. Mortgage-related expenses can change from year to year. For example, changes resulting from a loan modification or restructuring, property taxes, insurance, or other changes affecting our mortgage could potentially affect the itemized deduction calculation. As clients, we should have been given a clear explanation of how that information was being handled rather than having to infer it afterward. 3. Filing date and payment date This is the issue that concerned me the most. My complaint was never about whether Smart Tax & Accounting has a procedure requiring final client authorization before filing. I understand that authorization is necessary. The issue was that authorization to file and confirmation of when the return would actually be filed are two different things. Tai asked us to authorize the return, but he never confirmed with us when he would actually file it. He did not ask us what filing date we preferred or confirm the date on which the return would be submitted. That distinction matters. A client may need a refund by a particular date, or conversely, may need to make sure a tax payment is withdrawn on a particular date. Simply providing a payment date somewhere in the documents is not the same as clearly communicating and confirming when the return will actually be filed. For me, this was a communication issue, not an issue with Smart Tax's general authorization protocol. Overall, I am disappointed that the owner's response does not appear to address the actual concerns described in my original review. Instead, several of the points seem to explain why Smart Tax's procedures were technically followed without addressing whether those procedures and communications were clear and accurate from the client's perspective. I am leaving my original review in place because it reflects my actual experience with Smart Tax and the problems we encountered. I believe prospective clients should have the opportunity to hear both sides of the experience. If the owner would genuinely like to discuss what happened and review the facts of our particular situation, I am open to continuing the conversation through Yelp.

Seeking expert guidance on corporate restructuring and very pleased with the advice provided.read more

I had a really good experience with Mindy Doan CPA. She was easy to talk to and explained things in…read morea way that actually made sense. She caught a few things I would have missed, which I really appreciated. Overall, super reliable and easy to work with.

This tax servicer is a scam. The owner is rude and unhelpful. My parents went out to request her…read moreservices to help fill out and send forms for the car tax relief. She said yes and after they paid her she helped fill out maybe one simple form, she didn't help them send out the form because my parents at the time didn't remember their password to the account. The issue is not just that she didn't help them finish the full task they paid her to do, but her attitude through the whole process. She talked down on my parents and in the end couldn't even help them.

Still coming in super last minute to get my taxes done, but Stephanie (also goes by Thu) was super…read morehappy to help me as usual. Something's never change. There's a clear barricade and everyone was wearing a mask. I didn't feel any risk there at all.

Been going here for years. The team at JC is well versed at what they do and provide outstanding…read moreservice.

John and Hien are the best! I have been filing my taxes with them since 2012 and there is no…read moreonline tax service that could replace them. Their combined professionalism, expertise in taxes, personable service, and family oriented business is what keeps me coming back. The amount they charge is also super affordable compared to what I used to pay in the early 90s. I always love to catch up with Hien on the amazing travel bucket list that she has compiled over the years. I always recommend their office to anyone that asks. Plus, at the end of filing you leave with the butter cookies that you can use the tin for sewing supplies.

I dont even know if I want to put in ratings because they might get busy .. but I shouldn't be…read moreselfish . These guys are quick, painless and affordable!!! We called around and the prices are well over $300! We called this location, they were quick to get you on and out. Very curious and professional. Took around 20 -30 min tops. Walk in outside of peek times. I love they went straight to work and had you on your way. Pock up lasso easy ans direct deposit was painless.

Gul is argumentative and rude. Will not be returning here again. Overpriced as well. Cost did not…read morematch what was advertised on the wall

Garrett at Crossroads is the best! He has been doing our taxes for 6 or so years and is always so…read morehelpful. He answers all of my emails throughout the year so quickly and always helps me understand the random IRS letters that come in the mail. Thank you Garrett!!!

I met with them for financial planning. After having me sign an " engagement letter" that had no…read moredetails of the services provided, they acted shocked at my request for some sort of written agreement detailing specific services and times. After this they stated "I was not a match". Use at your own risk. Tony specifically the "planner ".requested I send sensitive documents through email.Absolutely under qualified, and unprofessional. I have proof of his partner/ colleague in his firm doing the same thing. I've attached a picture, because the owner is lying on the review.

Solid 5 stars. My brother and sister and my family has been using their services over 10 years…read more Very professional, prompt and reasonable. Will be using them many more years to come. Extremely happy here. Never going anywhere else

Not recommend their services, they did not tell me I have to mail out my tax returns so I am…read moreassuming they have been efiled, what a waste of my time in the office.