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Excel Tax Group

4.9 (95 reviews)
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Updated over 3 months ago

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2 months ago

Have been using this team for 3 years and could not be a happier client. They are responsive, kind and so Incredibly helpful.

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3 years ago

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2 years ago

Sam is incredible, knowledgeable and professional. I recommend her without hesitation and with full confidence.

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Ask the Community - Excel Tax Group

Review Highlights - Excel Tax Group

We have worked with Sam for the past two tax years and have nothing but the best to say about our experience.

Mentioned in 80 reviews

Read more highlights

Tehrani & Velez - Bobback Tehrani and Gabriel Velez at our Irvine headquarters.
  www.tandvllp.com/contact |  (949) 587-9890

Tehrani & Velez

(35 reviews)

I don't know why other people seem to be enjoying Tehrani and Velez, but I can only relate my…read moreexperiences: 1) I was never given a handoff from Gabe to the accountant working on my taxes, so I had no idea who to contact. 2) The new tax guy didn't tell me he filed an extension on my taxes. 3) The new guy was quite late in finishing my taxes. 4) Gabe himself was out of town the moment tax season ended, and was impossible to contact. 5) I was given poor communication throughout, and literally had to ask for someone to say the words "we're sorry" to me (they had no intention of apologizing on their own for poor service, communication, and organization). 6) Then I received daily auto messages to please review their services (okay! Here I am! Everyone happy?) 7) Then I told them I had a new accountant, and they sent me an offboarding checklist that literally includes the line: "Future Support: Take Note of Whom to Contact If Assistance is Needed: [CRS Accountant Name] [Insert Email Address Here]." In other words, I have no idea to to contact or how to reach them. ...This is completely in line with the communication I received throughout my time there, and a perfect capstone to my experience. I think they are probably competent at being accountants, but they fall short as genuine, communicative, actual human beings. Unfortunately. I am much happier with my new accountant. I do not recommend Tehrani and Velez.

We met with Bobback Tehrani for tax strategy advice, and it was incredibly helpful. Bobback took…read morethe time to understand our situation, explain our options in plain language, and answer all of our questions thoroughly. He gave us clear, practical guidance that helped us plan ahead and feel confident about our next steps. Highly recommend!

Stephanie Lee, CPA

Stephanie Lee, CPA

(1 review)

I had an excellent experience working with Stephanie for filing tax returns and all my accounting…read moreneeds. At every step of the process, I always received exceptional service and prompt responses. After meeting her, you tend to inherently develop trust in her ability to catch things other people in the past may have overlooked and her professional advice was right on. I would highly recommend Stephanie Lee to anyone looking for a genuine accountant. I will definitely be using her again for my tax need in 2017.

From the owner: Stephanie Lee, CPA specializes in BookKeeping, QuickBooks, Payroll, and other accounting services…read morefor small to medium businesses. She is a 15 year accounting veteran who is a Certified Public Accountant with the State of California and has also been certified as a QuickBooks Pro Advisor. She has a wealth of experience working for some of the top accounting firms in Southern California. She's served a myriad of customers in a diverse set of industries spanning education, non-profit, entertainment, retail, real estate, and professional services. Her mission is to provide the highest level of accounting and customer service to her clients while holding true to her professional and personal code of ethics, which includes always adhering to accounting regulations and standards. Stephanie helps her clients succeed by staying true to her six core tenets of what makes an ideal accountant: Trustworthiness, Organization, Attention-to-Detail, Client-Focus, Flexibility and Communication.

Excel Tax Group - taxservices - Updated May 2026

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