I had a great experience working with Jerry at Exact Tax. My tax situation was pretty complex and took quite some time to sort through, but he was patient, thorough, and incredibly helpful throughout the entire process. He took the time to answer all of my questions--not just about my current filing, but also about strategies for both my business and personal taxes moving forward. I never felt rushed, and he made sure I fully understood everything along the way. I'm really glad I found Jerry and decided to make the switch from my previous tax preparer. It was absolutely the right decision. Highly recommend him if you're looking for someone knowledgeable, responsive, and genuinely invested in helping you long-term. read more

Do not leave a retainer with Exact Tax (Mary Wong CEO). I was excited about starting a new business. I was looking forward to working with Mary Wong as she came very highly recomended. Due to the economy my business never got off the ground due to the economy. I gave them a 500.00 retainer in good faith, for services to be provided. Well unfortunately no services were provided. I request the return of unearned retainer in good faith. They asked for my copies of check and receipts I provided them as asked. they asked me to reach out to them on Monday. They kept my paperwork and referred me to their attorney over the small sum of 500.00. I am shocked I am so glad I didnt leave a larger retainer read more

An overdue review... My family and I have been working with Mary to file taxes for 20+ years! My husband and I drive an hour + every year to see her and it's well worth our time!! Mary and her team do an excellent job with our tax filing. She is very knowledgeable about the tax system and help us save $. Also, Mary is very helpful with our tax questions throughout the year and she responds via email promptly. Her staff are very friendly in the front too!! I recommend Exact Tax to anyone who is looking for a reputable and trustworthy accountant! read more

This is my second year with Exact Tax, and I wish I had gone to them sooner. The whole process is smooth and efficient. You have the option to meet in-person or over Zoom (a plus for me). Jerry has prepared all my tax returns. He has been patient with me from the beginning, addressing my concerns and making vital suggestions. He's quite knowledgeable which helps with the ever-changing laws/rules in the finance world. I definitely recommend Jerry (Exact Tax)! read more

My previous tax preparer made mistakes on my taxes for two years in a row, which ended up costing me a lot of money. As I started my small business, I knew I needed to find someone new. I'm so glad I found Exact Tax. When I came in on a Friday, I was greeted by Mary. I'm assuming she's the owner because she seemed to be running everything. Right away, she could tell it was my first time filing a small business tax return and probably noticed how uncertain I felt. She truly went above and beyond, taking the time to explain details that no tax professional had ever explained to me before. She was compassionate, patient, and exactly the kind of guidance I needed. Mary then had Nathan help me complete my taxes and get everything squared away. Nathan was incredible as well. I've never felt so comfortable at a tax office before. The atmosphere felt warm and welcoming, which I really appreciated. I would absolutely recommend Exact Tax to anyone I know. They're the best. read more

I have been a customer of Exact Tax for many years. When I lived closer to Monterey Park and could have in-person meetings, Mary did my taxes. However, since COVID, I started using their Zoom option, and Nathan took over doing my taxes. Mary is amazing but I love Nathan! He patiently explains everything about my taxes in detail and answers my many questions without judgement. He always has a smile and is a funny guy which makes doing my taxes fun and painless. I highly recommend Exact Tax for your taxes and I highly recommend asking for Nathan to handle your taxes! read more

I had a great experience working with Exact Tax. Nathan was extremely responsive, polite, and very professional throughout the entire process. He answered all of my questions clearly and took the time to explain things in a way that was easy to understand. As a small business owner, it's very important for me to work with someone who understands both personal and business taxes, and Nathan did a great job guiding me through everything. What I appreciated the most was that I felt comfortable asking questions, and not once did I feel judged. The whole process was smooth and organized, which gave me peace of mind knowing my taxes were being handled properly. I highly recommend Exact Tax and Nathan if you are looking for a trustworthy and knowledgeable tax professional. read more

Amazing group of people! Mary is so knowledgeable and good person! I am happy with her services!

I recommend Exact Tax to all of my friends and family. Jerry has prepared my tax returns for the last 5 years without any issues. He always makes the experience quick and simple! read more

Their not accepting new client's. Their website doesn't mention anything like that. I'm so glad I didn't waste my time going there.

Taxes can be stressful, especially if you make a mistake and have trouble finding information online on how to fix it. Anna in the front was great. She was sweet, patient, and professional. She connected me with Jerry who was amazing. He made me feel like I everything will be all right and walked me through my options. I highly recommended Exact Tax for your tax needs. They are knowledgeable and will take all the time necessary to help you out. read more

Top notch place to file your taxes. I've been a repeat customer here because they know what they are doing. I Highly recommend anyone who is looking to file taxes to come here! read more

I have been going with Nathan for the last three years and he's been such a pleasure to work with.

I've been searching for a good tax professional for years. Every year I would switch different Tax companies because I'm searching for what I call a good partner that can answer my questions in regards to my real estate rentals. Each year I would prepare my documents and each year it would be simple input of information without inputs as to how information I provided will help my taxes. Jerry Liang was my preparer. He was very careful with all the details on the line item preparations for my LLC information. I was a hot mess in sending him documents this year and actually took a long time on my end to safely upload it on the cloud for him to review. Long story short we had to file an extension due to my tardiness. He quickly setup up an appointment with me for two weeks later because of his busy client list and I see why he needed two weeks. My K1 filing and my joint filing of our personal files were very thorough with about 70 plus pages per document. We discussed child care item deductions, 401k contributions, my rental business information. I really, I felt comfortable with each item stated in my taxes and was already thinking about next year's taxes and will be more prepared and probably will not need an extension to file next year. The receptionist for Exact Tax were also very professional. There's a lot of yelp reviews of some companies where you couldn't reach your tax preparer and you would go straight to voice messages. I don't think that's professional at all. You want to be able to depend on the company so that all your doubts that you have can be addressed. Lastly, price wise, this company is on par with the companies I've used in the past which is good to see because everything is so expensive nowadays. I'm a happy customer because of the overall experience and the close proximity to my home in the 626 area. I would highly recommend this team, but don't take my word for it. Take a look at the other customers who have the same sediment as me. read more

I chose Exact Tax, Inc. based upon all the positive Yelp reviews. At first, I was hesitant because the receptionist had difficulties understanding me. I realize that this business is located in Monterey Park, where the majority of the people are Asian and followed by Hispanics. I am completely appreciative of hiring employees who speak other languages that pertain to the location of the business. When I met Mary Wong, I was elated that we didn't have a problem at all understanding one another. It was a very pleasant experience. I would definitely recommend Mary Wong. read more

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I came in today to do my taxes. It's my first time filing with Exact Tax. The front desk was super friendly and nice. Nathan helped me with my taxes. I had a great experience overall. He was quick, efficient and answered all of my questions. I will definitely be back again next year. I highly recommend Nathan! He's AWESOME!! read more

Very happy with Jerry, he is calm and responsive. Much better than my old accountant. Happy to find this place!

Been their client for over 25 years. Knowledgeable and friendly staff. Get what I need done at affordable rate and top service.

I was looking for specific tax expertise consultation, and I found this place on Yelp. Jerry Liang provided excellent service and was able to provide me with the information that I needed. Thank you so much! read more

I had a few questions regarding tax penalties that was owed, Jerry was able to help me through this and answer my questions. I will be coming back for their services! read more

I was referred to Exact Tax by one of my friend, and they sure did not disappoint! I had some issues with my old CPA who I had used for over 10 years, and I am glad I made the switch. Mary and her staff are very professional, and courteous, but most importanly, they understand just how important tax related issues are for you. Highly recommend! read more

Mary was very helpful and informative. Our taxes were done in a timely manner and she went over everything very thoroughly before we signed. The price was right, too. I would highly recommend this company. read more

My husband and I are very pleased to have Mary do our taxes and answer our questions. Mary is professional and will helpful with 1099 and businesses. Our taxes are filed on time. Her and her staff reply to our emails right away. We get followup responses and answers in a timely manner. She has made our life less stressful and we feel very supported with her and her team. Mary is also very personable. She remembers our conversations and always asking how we are. We never feel rushed when we are with her. She's very kind and likes to give us advice on how to manage our taxable income. We are very thankful to work with her. We love the staff when we call in to make appointments. They are nice and courteous. We never have to wait long. Everyone is professional and things are done correctly. I totally put my trust in Exact Tax! read more

Due to calculation and advice errors made by my previous tax person, I had to search for a new person/company to help me prepare my federal and CA tax returns for 2025. I used Yelp and called some likely candidates with the better reviews and found Exact Tax was the most responsive. In November '25 I visited their office in Monterey Park and met with Mary Wong and Jerry Liang. I brought with me my 2024 returns and supporting documents, as well as equivalent documents for 2025, although as the year was still in progress, many items (dividends, capital gains, etc.) were just estimates. I also brought a list of questions to help me decide if they would understand a couple of nuances that made my returns in the past a bit of additional work (royalties and Schedule E). Mary and Jerry were very polite and knowledgeable and I got a good feeling so I decided to engage them for my 2025 returns. I brought them my information in mid-February (it would have been sooner but brokerages seem to like waiting until well past the end of January to make their 1099s available). A week later after they had time to review everything I went to their office and Jerry and I reviewed a couple of options for how to handle the royalties issue and saw there was a difference in the amount of taxes depending how it was treated. I had them prepare and e-file my returns. This morning (beginning of March) they sent me the acceptance by the IRS and the CA FTB of my returns as well as a password-protected copy of my returns as they were submitted. I am very pleased with ExactTax and plan to use them again. read more

Well , I had did my tax with Exact tax for more than 6 years. ,this year i meet at.Nathan ,ok , he's young and very nice guy, very patient , and i will continue doing business with this location, I'm highly recommend them ! read more

2022 was a rough year for our family, with one twist of financial fate after another. By tax time I was so exhausted and confused I couldn't get my head straight. Staring a my folder of scanned paperwork, I decided TurboTax will not cut it anymore. Honestly I have such bad experience with CPAs, I picked Exact Tax because I wanted someone who speaks Cantonese. Even though I've been American for decades, I needed the refuge of the mother-tongue - that was how stressed I was. Boy was I lucky with my choice - Mary understood my situation right away, and came up with a satisfactory solution in 1 meeting. She was calm, methodical, and professional, and when it was finished, it was a better result than I expected. The peace of mind Mary gave us was invaluable, and I didn't end up needing to speak Cantonese after all! I highly recommend Mary and Exact Tax and believe I'll be using their services for years to come. read more

Mary is the best, her professionalism is supreme, the process is always fast and precise, EXACT TAX is the best description for her business model, and to my amazement, very reasonable now where can you find that! I just hope she will live till 100 years old so I don't have to look for another one, haha! When you have the best, won't you want to kick back and relax and enjoy your life? I am giving her ******， 6 stars!!! Jealous ? read more

Nathan has been a pleasure to work with. He was very informative when explaining what documents I needed to provide. He was very communicative and made me experience with Exact Tax a pleasant one. read more

I've been coming here to do my taxes ever since I started to earn money. I've had De Liang, Jerry, and now Nick. I wouldn't hesitate to trust them with my finances or with any tax questions. Whenever I had any questions, they would always try to answer it to the best of their ability and for taxes, I'm glad they're able to help me lower my tax liability as much as I could. They were originally in a different building that was a little bit up the street and moved to this one. I'm not a huge fan of this new building because the entrance is really small and it's not really easy to get to. There is a small driveway entrance. The only thing that I'm not too fond of is the price increase. From when I have been going there to now, it's tripped, almost quadrupled. You get what you pay for I suppose. read more

I was recommended by my boss to go see Jerry. It was my first time filing taxes as a independent, so I was nervous about the whole process, but thankfully, the people at Exact Tax really helped me out. I dropped by with my tax forms during the weekday and wrote down my contact information. The process was super quick and probably took about 2-4 minutes total. They open the door for you, you sign in, and drop your forms off. Anyways, Jerry contacted me the very same day through email, and we were able to get a discount for being a student as well! Jerry finished my forms the next day and sent me an email; I dropped by a few days later and we went over my forms. He was super nice, very helpful, and walked me through what was done and asked if I had any questions, which he answered thoroughly. He even asked if I had anymore forms that I forgot about, that I could send them to him and he'd revise it. If anyone's considering coming here, I highly recommend seeing him! read more

My husband and I always get our taxes done by Jerry. He's superb. He is fast which Ian a plus since we just had a newborn and another coming. He will answer all your questions and concerns. The staff is very nice offering us tea as we wait for Jerry, make an appointment to get our tax done. read more

Just wrapped up my first tax filing with Exact Tax and it's been a great experience! Mary and Nathan have been so helpful and informative throughout the entire process. I had several questions about filing jointly as a married couple for the first time as well as questions about 1099s and expense allocations, and they took the time to answer all of them and even offer advice for the future. Looking forward to working with them again soon! read more

I have been coming here for the past 4 years. This firm is professional, timely, and efficient. Just call and make an appt. Jerry is my tax guy who is super nice and gives straightforward knowledge drops. What is the most important is my tax is done right and accurate. Their tax preparation rate is also fair within the industry. read more

I've had my taxes done for over 20 years with Mary and her team. She's excellent in her knowledge of the tax laws and yearly changes in the tax codes. Everyone is very professional and kind. It is very easy to book an appointment and her fees are very reasonable. I highly recommend ExactTax!! read more

Exact Tax was professional, helpful and answered all of my questions. They prepared my taxes in a timely fashion and their prices are good! I would recommend them to anyone. The BEST service ever! Mary and Josie were wonderful! I love the staff when we call in to make appointments. They are courteous. Everyone is professional and things are done correctly. read more

4 years since i last wrote about them... as my business got more complicated, my taxes did not. Thanks for Mary and her dedicated team. Always on top of my business needs, and always available when you have questions. You can rest assured they will give you the best options and advice on your money. read more

We used Exact Tax services this year and couldn't be more satisfied with their work! Everyone was so professional, helpful and friendly, that it really left us pleasantly surprised. It is super easy to get in touch with anyone there and to reach out for any questions you might have. They are literally always available to answer! They are very fast and efficient and we've got everything done in a few days! Thank you very much Nathan, Josie, and the entire team! Hopefully, we'll meet again next year! read more

I needed a new accountant and was fortunate to find Exact Tax and meet Deliang. Deliang did a great job filing my tax return. He went above and beyond by scheduling a Zoom meeting to walk me through my tax return and answer all my questions - something my previous accountant never did. Deliang is knowledgeable, responsive, quick, and helpful, and I am very satisfied with his services. I will definitely be returning in the future. read more

Jerry was very helpful with my crypto investments for this year's taxes. I couldn't figure out how to get the tax gains/loss statement for some of my crypto transactions. He helped me link my account to a crypto tax software and was able to get a tax statement issued right then and there. Very helpful. He knows what he's doing. Thanks, Jerry! read more

I was on the search for a new accounting firm to work with and came across Exact Tax. I can gladly say that Exact Tax lives up to their great reviews! As mentioned in the other reviews, Jerry was really great to work with! He gave me helpful tips on the do's and don't's regarding tax related topics. He was also very informative and was able to explain things step by step. Whenever I had questions, he responds quickly! Highly recommend Exact Tax and working with Jerry to help ease your tax stress! read more