Excellent Financial Solutions

(79 reviews)

Sam is the absolute sweetest. He's very thorough and it's super convenient to do my taxes with him…read morebecause it's all online.

Working with Sam has been an absolute game-changer for me. While I've only used S&S for the past…read moretwo tax seasons, I can confidently say that I'll be sticking with him for my future returns. I started considering getting a tax accountant the year I began a new side gig which I knew would add some complexity to my tax situation. I was still leaning towards just using one of the free tax software options out there since it wasn't any crazy amount of extra money and plus, they were free. But I decided to get a few consultations set up and after a few unimpressive calls with other offices, I ended up talking to Sam. Since then, Sam's always been refreshingly straightforward in his services. He doesn't waste time, but zeroes in on what matters most--maximizing my returns and minimizing my stress. Plus, I've never had to waste time going in-person and taking care of physical forms since his office keeps everything digital and makes my job as easy as uploading my documents. Despite my initial hesitation over the cost of a professional vs free software, Sam's expertise has proven invaluable. He's done an incredible job with saving me money and the peace of mind that comes from knowing my taxes are in capable hands is priceless.

Exact Tax

(333 reviews)

I had a great experience working with Jerry at Exact Tax. My tax situation was pretty complex and…read moretook 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.

I have been a customer of Exact Tax for many years. When I lived closer to Monterey Park and could…read morehave 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!

Angel Zhen, CPA EA MSTax

(100 reviews)

I have worked with Angel for several years and highly recommend him! He's knowledgeable and helpful.read more

I found Angel after feeling overwhelmed with taxes and unsure who to trust. From the first call, he…read morewas calm, clear, and focused on helping me get clarity--not just rushing me through forms. He asked thoughtful questions, spotted things my last CPA missed, and helped me feel more confident about my finances. He doesn't just do taxes--he explains them in a way that makes you feel in control. If you're a business owner or just want someone who actually cares and knows what they're doing, Angel is the one.

Alhambra Tax Center

4.6

(53 reviews)

A big thank you to Michael who takes the time to handle my mother's taxes in a kind and extremely…read moreprofessional manner. My mother in her mid 80's gets nervous. Michael Keeps her at ease. She has been going for 4-5 years. Great, trusted and professional services. Highly recommend.

The team at Alhambra Tax services have provided knowledgeable and reliable advice and guidance in…read moretax preparation for many years which makes doing my taxes a stress free experience.. Thanks Michael...

P B Accounting & Tax Service

(1 review)

Peggy the owner is an amazing lady. She is very knowledgeable and efficient. We hired PB to do our…read moretaxes. They saved our time and got us good results. She and her staff are always helpful and responsive. Very reasonable cost.

Chan & Chen

3.5

(13 reviews)

I really had a great experience with Chan & Chen CPAs. The staff there are super friendly and…read moredefinitely know their stuff, which made everything feel easy. Even though my taxes weren't too crazy this year, they knocked them out way faster than other places I've used before. The office itself is clean and has a nice, lively vibe to it, but it's also awesome that you can do everything through email or online if you don't want to go in. Definitely a solid spot if you want your taxes done!

This firm have been less than helpful in amending my tax return from 2023. I rarely write reviews…read morebut I believe it is imperative that this bad business practice does not happen to anyone else. When I was originally filing my taxes in 2024, I received no response to the questions I had asked. Emails received no response and calls left me feeling more confused than I was to begin with. Unfortunately, the issue I had 2 years ago requires attention (because my concerns were not answered then) and once again, emails go unanswered for weeks at a time and calls are ignored. Please do not trust these people with anything important, let alone your taxes.

HB Tax Services

(52 reviews)

I've had a GREAT experience working with Hanane at HB Tax Services!…read more From the very beginning she's been beyond responsive, professional, and easy to work with. Every question I had (regardless of what time of day it was asked) was answered quickly and clearly, which made what is usually a stressful process feel effortless. Hanane's attention to detail and deep tax knowledge gave me great confidence that my return was done correctly -- and on time (filed by mid-feburary!). I was so impressed that I even recommended her to my brother, and he's been just as happy with her service! Highly recommend HB Tax Services to anyone looking for personable, knowledgeable, and reliable tax help!

Hanane was great to work with! She made filing extremely easy and I would definitely utilize her…read morenext year!

RG Tax Services

(28 reviews)

Roubina is so wonderful to work with. Since the 2018 tax changes my taxes seem to be all over the…read morepiece. My husband and I have been doing well in our careers, and over the 5 years we've been married our salaries have more than doubled. As our salaries went up, what used to be refunds turned into owing taxes. I recently received a raise and was shocked to see an over 6% raise ended up only being a little more than $20 a paycheck. I knew it was time to enlist a professional to try and help me figure out our household's tax situation. I searched through yelp, looking through different CPAs, reading their reviews and looking at their websites. I was very impressed by Roubina's website, and since she knew how to do charitable gifts like Charitable Remainder Unitrusts, I knew she had a deep knowledge of taxes. After sending an email, Roubina responded and we set up a time to look over my situation. She sent me an intuit link (handy since I use TurboTax) and I sent over paystubs, and taxes for Roubina to look at. During our appointment Roubina called right on time, gave me some advice and options, and told allayed my fears. Turns out that since my husband and I make pretty good money, but don't have any children or a house, we just owe a lot of money in taxes. As mentioned before, she gave us several options, and even though likely I will have to pay more money in taxes, the peace of mind in knowing I'm doing the right thing now is priceless! She was so easy to talk to, and very warm sounding even through the phone. Roubina specializes in personal income taxes, so if you need help with your taxes, whether its what to do when you get a raise, or how to file your normal taxes, I highly recommend Roubina!

I highly recommend Roubina at RG Tax Services for all of your tax needs. She's prepared my tax…read morereturns the last couple years now, and I've been impressed with her knowledge and professionalism. In particular, I've been grateful for her responsiveness and follow-through, during tax season, and throughout the year for tax planning. She's on top of everything, and makes sure that everything is in order, and on time. That's something, in my experience, you don't always find with tax professionals! Making appointments are a breeze, and I like the flexibility for in-person and virtual meetings. If you need a new tax professional, look no further!

WealthArch Investment Services

(56 reviews)

My husband and I recently reached out to Earl from Wealth Arc Investments to explore setting up a…read morefinancial advising session, and we couldn't be more impressed with the experience. From the moment we connected, Earl was incredibly generous with his time, spending a full hour walking through our unique financial situation in detail. He took the time to truly understand where we're at, asked thoughtful questions, and offered a wide range of insightful recommendations tailored specifically to us. What really stood out was his ability to clearly explain technical terms and concepts that had confused us for years. By the end of the call, we felt more confident and informed than ever before. To our surprise, Earl didn't charge us for this initial session, which speaks volumes about his character and commitment to helping people. When we asked about his rates moving forward, we found them to be very reasonable, and we absolutely plan to return once we've implemented his advice. You can easily tell once you meet with Earl that he is genuine, highly knowledgeable, and truly cares about the people he works with. If you've been considering working with a financial advisor, we highly recommend giving him a call. He's an incredible resource and a wealth of information.

I had the opportunity to speak with Earl on the phone for nearly 30 minutes yesterday and I cannot…read morerecommend him highly enough! I had two main questions / concerns about my finances that had been weighing on me, and he took the time to clearly and patiently explain everything in a way that felt accessible and empowering. He gave me truly 10/10 advice completely free of charge, which honestly feels rare these days, especially when it comes to money. It's clear that Earl genuinely wants to help people and is not just in it for himself. That level of integrity and generosity really stood out to me! I will absolutely be referring others to him and will not hesitate to reach out again if and when I need more guidance. Thank you Earl!

San Marino Security Systems

(235 reviews)

San Marino Security Systems installed both an alarm system and a camera system. After a brief,…read moreunpleasant encounter with the other security company P--t, we realized that we needed a security company that would "not just send a sales person " but a company that would do the job. After all, we are talking about home protection, not selling shoes here. The alarm installers showed up on time, introduced themselves, and were very easy to work with. Thank you, Ulysses, Marlin, and Edison. Then we had San Marino replace our old camera system. They did a fantastic job of getting all the cameras to cover the strategic areas. I was impressed! Thank you Dennis, Victor, and Chris. I will soon replace my alarm system and cameras at my business, and recommend San Marino Security Systems to anyone who may be serious about protecting their home with an alarm and camera system. They are the best in the business!

I just had my security system upgraded with new equipment and new technology by San Marino Security…read moreSystems. This company is top notch, both in service and quality of work. Phil (owner) is super knowledgeable and patient, explaining all the functions and different details of the system to my wife and me. The technicians, Dave & Ulysses, were very professional and respectful during the whole installation. They arrived on time, wore shoe covers inside the house, and cleaned up after themselves at the conclusion of the install. They answered all of our questions and finished in a timely manner. Everything with this process was seamless working with SMSS. From administrator Jenny, technicians Dave and Ulysses, to owner Phil, everyone showed why this company has been around for decades and will be around for decades more!

Raffy Boulgourjian

4.9

(114 reviews)

Raffy was great! He went through all my questions in very fine detail. Answered any concerns I had…read moreimmediately. He also gave me the opposing sides perspective and how different instances would work in my case. I highly recommend him! His consulting price may be a little on the higher end but I can't recommend him enough. Thank you Raffy!

AMAZING! Can't recommend Raffy enough. I was caught up in escrow hell with some shady Glendale…read moreflippers and Raffy came to the rescue! He constantly caught all of their dirty tricks and looked out for me and my family. Can't recommend him enough!

SCA Attorney Services

4.9

(114 reviews)

Ely was recommended by my attorney. This is a very stressful case and I was very anxious about the…read morewhole process. This was my first time working with Ely and SCA and didn't know what to expect. He put me at ease immediately. He was straightforward and communicated clearly. He answered all of my many, many questions during the entire process. This was a difficult person to serve, someone very experienced in dodging law suits. But Ely got the job done perfectly without any incident and was able to provide me with a live photo at the exact moment person was being served! He genuinely went beyond the call of duty and took so much anxiety and fear off my plate! I HIGHLY RECOMMEND HIM!! I do NOT believe a reviewer suggesting that SCA creates fake profiles and writes his own reviews and advises people who are being served to file retaliatory orders. That sounds completely ludicrous! Ely was nothing but totally professional and provided me with incredible services. Please feel free to contact me as I am a very real and happy client!

I've been trying to serve this guy for almost 3 years after winning my small claims case, and every…read moreother attempt failed because I could never find him. I was honestly starting to think I'd never get him served. Then I found Ely. He responded super fast, helped me come up with a plan, and made the whole process easy. The day we set everything up, he showed up on time and got the guy served with no issues. He even sent me a video of the service, which gave me peace of mind and showed everything was done professionally. I honestly couldn't recommend someone better. If you're looking for a process server who's reliable, professional, communicates well, and actually gets the job done, Ely is the person to call. After three years of searching and multiple failed attempts, he got it done on the first try. Thanks again, Ely!

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Brittany G.

5 years ago

(I would give more stars if I could!) I have been going to Excellent Financial Solutions since 2014. It all started after my mother passed (who was the breadwinner) and my father needed to do roughly 5-6 years of back taxes. Raymond was and continues to be amazing. I found this company via Craiglist and work exclusively via email and phone with Raymond because I was dealing with these taxes and my mother's estate/funeral, etc. I have gone to Raymond for my personal (however simple or complex) every year since then. The customer service, attention to detail, knowledge, responsiveness, and openness to ask questions or explain laws or figures is superb. I will continue to use Raymond and Excellent Financial Solutions until they close their business 60 years from now (if they ever close...) and even then - I will probably still find Raymond to do my taxes. I commute from Redlands and will continue to do so for the service. Their parking lot behind the building is adequate for their needs. There is nearby street parking if one prefers. The building does have quite a few stairs - but my understanding is they are able to meet elsewhere to accommodate accessibility and needs. 2021 Info: As I prefer my information (SSN) to only be handled in person and not via email/fax, etc. the ability to meet safely and securely was excellent. Everyone was wearing masks with distancing and plexiglass and contactless payment. read more

Ms. D.

10 years ago

Excellent Financial is amazing! The staff is very professional and helpful. Very thorough in explaining information about your taxes so you can better understand the tax language. They do their best to get you your best refund and also give you financial advice on how to better your refund for the following year. I recommend all my friends and family here (and they are also satisfied) Armando is who assisted me and was great but they all work as a team and all are very knowledge. Stop by! You won't be disappointed! read more

Samantha F.

9 years ago

I normally don't write reviews online. However I must say I have to appreciate someone who does great work. It is amazing to see a tax return in my account within few days! Raymond @ Excellent Financial is the best person I ever done taxes with. This is my second year with the company doing my taxes and I am so pleased with the service provided. If anyone wants their refund fast I recommend this company. Never seen my refund in my bank account in the month of January! read more

Ken P.

9 years ago

Raymond Chacon did a remarkable job with our tax preparation. He spent a great deal of time with us and he refused to give up until he was able to find every possible deduction for our return. My wife and I highly recommend Raymond Chacon at Excellent Financial Solutions and we will definitely use their services to have our taxes prepared next year. read more

Lucy G.

428

13 years ago

Come get your taxes done here! They will help you get the most out of your tax refund and are well informed in any tax changes. When it comes to customer service they sincerely care about you as an individual. Most other places will charge a ridiculously price too; that's not the case here. The price is super reasonable. read more

David B.

246

4 years ago

Armando is great. I came to him very displeased with my previous CPA and he made me feel at ease the first time we met. I own and operate multiple businesses and he made the tax planning and strategy very seamless for me. He's always able to answer any questions I have outside of just "tax season" Highly recommend read more

John B.

4 years ago

The office staff is friendly & professional. Raymond has done my taxes for the last 3 years. He always takes the time to answer all of my questions & is very thorough. Couldn't have asked for a better experience. read more

Bruce D.

5 years ago

RASopathies Network paid Raymond Chacon $800 to file our Federal tax return for 2020. He said he filed the return, but in fact has not yet done so and now he will not return our phone calls or email messages! read more

Effy Y.

7 years ago

Raymond is excellent. He made time for me multiple times. He was super patient with all my questions and does not push service. Very honest! Will definitely take all my tax and financial business here. read more

Diana A.

13 years ago

Great costumer service! Came to do my taxes and was out in less than 30 min. They gave me the highest tax return compared to other local tax preparers. Definitely deserve five stars! read more

Jon K.

3 years ago

Raymond is great. Super honest and very knowledgeable. He helps us with multiple business returns and our personal taxes and always comes through when any problems come up. read more

Yolanda P.

111

9 months ago

Armando, and his team of professionals are 100 percent recommended for all personal and business strategies. HIGHLY RECOMMENDED read more

Azin F.

10 years ago

The staff here are very professional and helpful, I highly recommend this place.

James B.

Elite 16

879

326

762

13 years ago

Stop in and see my friend Jorge Trejo. He's the man!

Tree T.

4 years ago

Professional service. Keep doing great.

Excellent Financial Solutions - financialadvising - Updated August 2026

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We've been working with Fast Tax for the past few years for our personal and business accounting…read moreand taxes. They were recommended to me by my trust attorney, who had worked with them on forensic accounting cases and was impressed by them. I am too. They are very responsive, on time with everything, and are glad to work on unusual items (like business tax issues across state lines). I give Jeff, Tommy and the rest of the team at Fast Tax my highest recommendation.

Kennelly and Associates

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Sometimes life throws you a curve ball, and you need a little extra kindness and efficiency. Bo…read morecame to my rescue when other professionals were only taking my money. Cannot say enough about how grateful I am for Bo's assistance.

Met Bo 10 years ago after he was recommended to me by a colleague. He helped us out if a jam with…read moreIRS, caused by my own dumb oversight, and ever since has cared for us brilliantly. His direct and considerate demeanor and style makes a client feel confident and grateful. Bo thoughtfully listen and offers solutions and advice that makes complicated tax rules make sense to the amateur. There are few things better than knowing you have a tax professional like Bo in your corner. Thanks Bo

HB Tax Services

(52 reviews)

Hanane was great to work with! She made filing extremely easy and I would definitely utilize her…read morenext year!

Phlotic - Tax & Real Estate Services

(27 reviews)

Kevin and the team at Phlotic were fantastic to work with for our 2025 taxes. From start to finish,…read morethey were professional, responsive, and extremely organized. Kevin communicated clearly throughout the entire process, answered all of our questions promptly, and made what can normally feel like a stressful experience smooth and straightforward. We especially appreciated how efficient and proactive the team was -- everything was handled in a timely manner and with great attention to detail. Highly recommend Kevin and Phlotic to anyone looking for a reliable, knowledgeable, and professional accounting team. We look forward to working with them again next year!

Kevin and the team helped me save thousands in taxes. I don't even know what I'd do without them…read more Thank god for talented and smart individuals because TurboTax ain't doing anything for business owners.

Alhambra Tax Center

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Philip K Yeung, CPA

4.0

(41 reviews)

I filed two years taxes with Krystal, had to pay taxes for both returns which was fine however we…read moregot audited two years and ended up having to pay more - because company shares weren't reported correctly Went to have another party look It over turns out it was true, I ended up paid more taxes plus penalty, here I am try to explain to Krystal but she is still clueless, incompetent cpa got no experience or worse knowledge in her field! these people can memorized the textbooks pass the tests to be licensed but the reality is they are just here to cause you problems and waste your time and money Stay away from this place

I was shopping for a new tax preparer because I wanted to make sure that I file everything…read morecorrectly and not suffer the wrath of IRS. Sent a request on Yelp and received a quote I was OK with from Philip. The firm is conveniently located near downtown Monterey Park and has a private lot. Receptionist collected all my paperwork and offered me water as I wait. I worked directly with Tracy Xu who did a great job filing my 2019 taxes and preparing amendments on behalf of me for previous years. Tracy is also very responsive to phone calls and sends me paperwork to review via email. I am very pleased with the service I received and will be coming back to this firm on an annual basis.

WWSA

(72 reviews)

Excellent service. Fast response and knowledgeable staff. Thank you so much for helping me with my…read moretax questions, and explaining everything. Highly recommended.

I have been johns client for over two years now. Excellent service and John is very knowledgeable…read more I am very happy with them and I highly recommend their services. John Jared and the rest of WWSA ... thank you !

Andrew Tu Accountancy Corp, CPA