Sam (CPA who prepared my return) and Stan (office manager) did a fantastic job handling my and my parent'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. read more

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

We had some big changes in 2025 and were looking for a CPA to help us file everything correctly, stay compliant, and not miss any business expenses. Sam and her team did an outstanding job from start to finish. Communication was always on point, and they made the whole process smooth and easy with their use of technology. Thank you so much Excel Tax Group! read more

My wife and I are so grateful to have Sam Dodin and the Excel Team carefully preparing our tax returns each year. Sam & her team are so thourough and ensure no stone is unturned in order to provide the best possible outcome for us. We are so thankful for the work and effort they provide. Thank you Excel Team!! James & Kathleen read more

I recently reached out to Sam with regards to a variety of CPA questions that I had. She responded in a prompt fashion and was incredibly knowledgeable and helpful in a professional and friendly manner. Very talented CPA who is customer focused! read more

Sam was excellent and easy to work with. She was very responsive, detail oriented, and had excellent communication during our time working with her. We are so thankful for the opportunity to work with her on our taxes and would certainly recommend you work with her too! read more

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

Currently a three year new customer to the Excel Group. Can't speak highly enough of Sam, the team and the overall process. For years we sat in an office with our tax person as they "entered" all the data. Jump ahead to the Excel Group today and we could not be happier with the exceptional service. They are fast, efficient, and extremely responsive. The web interface and chat function(s) give us a 24x7 data pipe and ability for real-time send/update files during the tax season. They are proactive as well, sending out FED/State tax updates as they occur and adjusting the tax filing, customized to our unique profile. Can't speak highly enough of this service. Give them your business and let the tax pros at Excel do the rest! Thanks again for great work! read more

The accounting firm I had used for 20 years to do my taxes informed me that they would no longer do taxes and they turned me over to Excel Tax group. I was surprised and disappointed. Anyway I gave them all the information they required to do my taxes a month ago. I waited and waited for some word from them. This week I sent them two emails and a voice message asking about me tax return. Today I received an email asking me to sign the tax returns but they wouldn't be filed until I paid they fee. The fee was $800 dollars. They said my previous company had been undercharging. I had been paying $350, I immediately told them that i would not be signing the returns and would find someone else to do my taxes. They replied, "No problem at all. Best wishes," I think they had never even done the returns, they just were gaslighting me. Anyway, I went online and found another company to do my taxes. I uploaded all my documents and should get my returns next week for a cost of $150! Use them at your own risk. read more

Sam is the best CPA I know, hands down. In addition to my full time job, I have a medium-sized business, so my tax needs require a proffessional touch. For the past 3 years, Sam has been my go-to CPA for handling all my accounting needs. She is smart, quick to respond, and very friendly. She handles everything from start to finish, and is more than happy to answer any questions I have. Choosing Sam as your accountant is a no brainer, she is worth every cent. Five stars. Thank you Sam! read more

Sam is a brilliant CPA. She has expertise in so many areas of personal and business taxation, and uses that expertise to solve individual tax issues. I'm confident with her consultation and recommendations because of her integrity and work ethic. read more

Sam Dodin is an amazing and intelligent woman. Sam always puts peoples needs first. She is very caring, professional and knowledgeable. Every year she files my taxes with great pride At every step. read more

I have been using Sam for several years and she never disappoints. She is the best CPA I have ever used! I will never use anyone else. My taxes are so difficult and I stress every year. Sam knows all the tax laws and I feel so secure with she completes my tax return . If you want to work with the best CPA, you should work with Sam. Thank you Sam for not only taking care of me but also my family. Julie Collins read more

I cannot recommend Sam Dodin enough. I filed an extension last year and when I realized ON OCTOBER 15th that I lacked what it was going to take to get my taxes done correctly, I panicked. It was the 11th hour and I knew I set myself up for trouble I didn't need with the IRS but nor did I have the capacity to think at that point so I bowed my head and asked the Lord to help me find a CPA and He led me to Sam Dodin. True story. She very calmly walked me through what she needed from me and then got to work. By 6:00 pm (less than 3 hours after we spoke on the phone), she called and told me I was getting a tax return that was 3x the amount of any previous year. Of course she didn't know that, but I certainly did. So not only did she save me from facing government penalties, I ended up making an incredible return on the investment I made in her! Finding her was a literal answer to prayer and she has my business until she retires. read more

Just like the reviews say, Sam does a terrific job...responsive, quick, and very pleasant to work with. Use her services, you'll be happy you did read more

I highly recommend Sam to do your taxes! She's efficient, trustworthy, and quick. Sam did my 2022 and 2023 taxes and I couldn't be happier. It's a simple online process to submit forms and communicate with her while doing taxes. I recommend her to anyone and will be using her next year. read more

As soon as I signed up for their client portal and told them what I needed done tax wise, they stopped responding altogether it would've been nice of them to reply at least. It tells you everything you need to know about a CPA if they can't even reply to business inquiries so I took my business elsewhere. read more

Being I used Yelp to find Sam and SoCal Tax Advisors, I felt it only appropriate to leave a review after using her to complete my 2022 taxes. I will say all the reviews about her were spot on. I had some issues with my tax preparer the previous year and needed to find someone new. Not just someone who claimed to do taxes, but someone with experience, efficiency, and the knowledge to complete my taxes correctly. I had contacted Sam via Yelp and she responded within an hour, maybe less. She emailed me the required forms to get things started. I admit, not having initial face to face contact or even a phone conversation and then sending her personal information was a lil scary at first. However, she was quick to set up a secure and encrypted portal to upload documents. The website was user friendly too. I emailed her with several questions during the initial setup to which she responded in less than 15min. I was set up and ready to upload my tax documents within a day. For being a new client, she completed my taxes in a timely manner. The best part is my piece of mind they were done correctly. I didn't have to meet her in person or even speak to her to know she was knowledgeable. After last year, I feel so relieved to have found Sam. I will use her again and have even told my friends and family about her. Thank you Sam! read more

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

Sam Dodin is a premier tax consultant. She explains everything in a very clear and concise manner. Sam has so much patience with us as well. During our consultations, we receive spreadsheets with all the information so we can review them later and keep them on file. She is highly professional and personable. We promptly receive responses to our calls, texts, and emails. We appreciate that there are few options offered for handing in our tax information to her. We have peace of mind knowing Sam Dodin is taking care of our personal and business tax needs and highly recommend her. read more

Sam has been a such a blessing. I had worked with a tax preparer the previous year that wanted to do have me do an extension on filing then only days before the deadline he disappeared. Sam not only took on this nearly impossible task, but she was so reassuring and understanding, doing everything she could to go the extra mile to help. I could think of no one better than Sam at SoCal Tax Advisors to trust with you taxes! I will be a client for life. So grateful. read more

The difference between someone that just does tax preparation and a CPA is like the difference between a hamburger and a ribeye steak. Bring Sam to the table and that steak becomes a 4-course meal (sorry, this is Yelp, and I'm used to writing restaurant reviews). Her knowledge on a variety of complex topics has helped me many times, her attention to detail is amazing, and her dedication to her customers is second to none. Case in point, some time ago there was a form I had to submit 6-months later (something that was 100% my responsibility). On that day (exactly 6-months later) Sam called to remind me of the pending task (and asked if I had any questions about the matter). This was not something Sam had to do, but because she is both a professional and a kind person, she took a few minutes out of her day to help me. read more

Unfortunately my long time tax accountant suddenly passed away and I was forced to find a new co to do my taxes. Made an appointment with Brenda. She was very nice and knowledgeable. Took care of all my problems and answered all my questions at a very reasonable rate. Thanks. Your my new tax advisors read more

I cannot recommend Ms. Bodin more highly. She is responsive, respectful, and highly skilled at what she does. I'm so thankful to have crossed paths with her! read more

Sam is so easy to talk you, extremely knowledgeable and professional. Always does a great job and answers all my questions and concerns while saving me time and money. She's friendly but very efficient and responsive. read more

Sam has been helping with my taxes for 4 years. She's responsive and very knowledgeable. She address all my tax issues and puts me at ease. Sam combines incredible smarts with a very warm and charming personality. I highly recommend her. read more

Sam has been nothing but a professional. I would recommend her to any one looking for a new CPA. She is quick to respond to messages, fair priced, and has not made any mistakes with my tax filings. She does everything for me from start to finish and truly makes tax filing easier than it had been with prior CPAs. She is worth the money and I have sent friends and clients to her who all have had good experiences as well. Thank you, Sam. read more

Posting a review for a friend who doesn't have yelp: To any and all that read this, this writing is intended to aide you in your choice of finding a reliable and honest CPA. Look no further because with Sam Dodin, you have professionalism, caring, and most importantly knowledge. Sam has been the sole preparer of our taxes for the nearly ten years that we have been married. We dared once a year or so ago on someone new due to an out-of-state move... what a nightmare. How fortunate are we, as well as grateful that Sam works with those OUT OF STATE too! The IRS is daunting, then tax season comes around and it all becomes even more of a fright...with Sam, the fears of "did I submit the correct form?!"' Slip away. She is truly remarkable and her knowledge continues to grow because she strives for being the BEST she can for her clients. We will ONLY use Sam for our taxes, have no doubt. read more

My husband and I needed a CPA to answer a couple of questions, we went to Yelp to see if we could find a local firm that could help us. Within 5 minutes we had at least six CPA's that answered us. After comparing, we chose Sam Dodin, she was prompt, professional, super personable and smart. We highly recommend Sam and we will definitely use her expertise again. read more

Sam helped us prepare our tax returns. Sam was great to work with and made the whole process very easy. Worth the money! Would highly recommend! read more

Sam has been doing my taxes since 2014 and is the best. Very helpful and knowledgeable . She is truly a tax expert and a professional . I would recommend her to anyone looking to get advice or tax services read more

Sam is incredibly easy to work with, is very thorough, and responds to any inquiries or questions you may have extremely quickly. In addition to being a highly competent accountant & tax preparer, she has a great sense of humor, is quick witted, and has a fun personality. She helped my wife and me immensely, as we needed to find a new accountant after our previous one finally retired, and we will definitely be long term clients. Relationships & trust matter to us! read more

Sam was amazing. Very professional and knowledgeable. I travel a lot for work and am actually based on the east coast, so we worked remotely. She helped prepare very complicated business and personal tax returns, saving me both time and lots of money. At every step she cared, answered my questions in great detail and provided me with professional and wonderful service. she did a fantastic job! i highly recommend her for both business and professional tax returns and tax planning. read more

I found Sam online this year. She is highly competent and knowlegable vis a vis day trading and foreign investments. She is also very thorough/conscientious and I feel confident that she has filed a careful return for me this year. Most importantly, she held my hand figuratively when discussing options for paying a large amount (for me) of taxes this year i.e., prevented me from freaking out. Will use her services again next year. read more

Found Sam on yelp here for a quick-turn quarterly tax check-up. Quick response. Very professional conduct. Conscious of online/data security. I hope to continue working with her for the long term. Highly recommended. read more

Sam was very helpful in preparing and filing my taxes. She is very fast at responding to emails and answers all my questions very clearly. Strongly recommend Sam for your tax preparation needs. Will definitely use her next year! read more

Sam is extremely helpful, knowledgeable, and professional. My last CPA recently retired and I was in need of a new CPA (and of all years, for my 2020 tax return with all of the complicated business tax law changes). Sam has been patient with me, explaining all the implications of the tax law changes. She advised me about a business tax credit I didn't even know I was eligible for, and it is a pretty substantial credit. I am thrilled to be working with Sam and look forward to many future years of her helping my business. read more

I am so beyond grateful that I found Sam while searching for a trustworthy and reliable CPA. We had a virtual consultation and we clicked instantly and I knew right then, she was my CPA for life. She effectively guided me through every step of the process to file the tax return and she always addressed my questions promptly. Not only is Sam very knowledgeable, patient, talented and diligent, but she is above board and kind hearted. These are traits that I don't normally see with other CPAs I've engaged with. She's truly setting the standard for accountants and I am lucky to have found her. Sam earns my highest recommendation!! read more

If your looking for a hard-working, honest, and detailed Tax Advisor, Sam Dodin is great. Preparing for taxes isn't fun, however, Sam is extremely patient, and thorough and provides a software tool that makes getting your taxes prepared easy. I've worked with her for many years, and highly recommend her services. read more

Was looking for an accountant to help me as I purchased my first property and setup a consultation. I had typically done my taxes myself, but with the added complexities I wanted to check with a qualified resource. Since then she has been a valuable person to ask about all of my individual tax questions and she has been incredibly responsive and helpful. I highly recommend Sam. read more