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Excellent Financial Solutions

4.8 (72 reviews)
Closed 9:00 am - 5:00 pm

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Response time

6 hours

Response rate

100%

Services - Excellent Financial Solutions

Accountants

Business filing for current tax year

Individual filing for current tax year

6 More Services

Current year tax preparation and filing

Business filing for past tax year(s)

Individual filing for past tax year(s)

Past year(s) tax preparation and filing

Audit and conflict resolution support

Tax planning

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Recommended Reviews - Excellent Financial Solutions

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1 year ago

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3 years ago

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2 years ago

Been getting our taxes done here by Raymond. He's very thorough. I highly recommend!

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4 years ago

Amazing experience. Fast, friendly, knowledgeable. Thank you for getting me the most $$$ back . Thank you Armando .

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2 years ago

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3 years ago

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3 years ago

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6 years ago

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5 years ago

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3 years ago

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4 years ago

Raymond was very helpful. Highly recommended for income taxes or small business registration.

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5 years ago

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7 years ago

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4 years ago

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6 years ago

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5 years ago

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4 years ago

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4 years ago

Raymond is great been going here for a long time. Very smart and always willing to advise.

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6 years ago

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6 years ago

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5 years ago

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6 years ago

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8 years ago

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8 years ago

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8 years ago

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7 years ago

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6 years ago

Raymond is the man . Always figures my tax mess out for me with little to no stress. Truly appreciated

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5 years ago

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6 years ago

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6 years ago

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4 years ago

Armando is the absolute best! He is so kind and will help any way he can, and answers all your questions! I highly recommend him!

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6 years ago

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7 years ago

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10 years ago

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10 years ago

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7 years ago

They do a great job. Quick, friendly, ethical and ongoing assistance with taxes after filed if needed.

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7 years ago

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11 years ago

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5 years ago

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Ask the Community - Excellent Financial Solutions

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Hi Hong. I'm not sure why you could not reach us. You are welcome to call my cell directly, and I can assist from there. Talk soon!… Read more

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Review Highlights - Excellent Financial Solutions

I've been going to Raymond for two years and he's done an amazing job with our company taxes and bookkeeping set up.

Mentioned in 40 reviews

Read more highlights

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I've been working with Jeff for over 10 years, and I can confidently say he is one of the most…read moreprofessional and detail-oriented CPAs I've ever met. Every year, he handles my tax return with great care and precision--nothing is overlooked, and he always makes sure everything is done thoroughly and correctly. What I appreciate most is his consistency and reliability. No matter how busy the season gets, Jeff remains patient, responsive, and highly attentive to every detail. That level of professionalism is rare and truly builds trust over time. Because of my positive experience, I also referred a friend's company to Jeff for their business tax needs. They were extremely grateful for the introduction and even told me that Jeff has been a "financial lifesaver" for their company. He helped them navigate complex situations and brought clarity and structure to their finances. If you're looking for someone who is knowledgeable, trustworthy, and genuinely cares about his clients, I highly recommend Jeff. It's not easy to find a CPA you can rely on year after year, but Jeff is definitely one of them.

Jeff has been my accountant since I moved to California five years ago, and I am still incredibly…read moregrateful for the referral that first brought me to him. From day one, Jeff and his team have guided me through every stage of both my personal and professional growth with genuine care and expertise. He helped me set up my business as a physician when I was working as an independent contractor, and later supported me through the transition to a hospital employee with how to best setup my retirement accounts to reach my financial goals. Jeff always makes sure everything is structured correctly, compliant, and financially beneficial for the long term. He always takes the time to explain options clearly and make sure I feel confident in every decision. What truly sets Jeff apart is that he genuinely cares about his clients. He takes the time listen, anticipates needs, and he constantly stays up to date on new tax laws so he can proactively help his clients take advantage of every opportunity. Whenever I have a question and email Jeff or his team, I receive a response within the hour. Jeff is truly one of a kind. I fully trust Jeff and could not recommend him more highly.

Jean Rhee, CPA - Jean is a former IRS agent with vast experience in small business.

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(12 reviews)

Jean is professional, courteous, attentive, and extremely pleasant to work with. I had been doing…read moremy taxes on my own for many years, which in hindsight was a bad idea. This year, I shopped around for a CPA locally and couldn't find the right fit (one business tried to upsell me into something I shouldn't be doing). Jean helped guide me through the whole process and was able to answer all of my questions, from the most basic to the convoluted. We were even able to amend a previous tax year, which I did not know was possible. I definitely would recommend Jean, especially if you're a business and homeowner. Her credentials are impressive. You definitely want a former IRS tax agent in your corner before April.

Having worked with a few CPA's, I can say without a doubt, Jean Rhee is the best CPA. If you're…read morelike me and a fresh graduate, new to the tax world, she is your best friend. She takes the time to explain how taxes work, and what benefits you and doesn't benefit you. Jean is extremely knowledgeable about s-corps and accounting. She's also really good about getting back to you in a timely manner! :) She has a lovely and sweet personality, which makes doing taxes much less painful. My experience with her thus far has been great. Yes, her prices are steeper compared to CPA's in the San Gabriel area, but is she definitely worth it. Pay more for a quality CPA, and you will understand your taxes better. I wouldn't hesitate to recommend her to anyone. Tip: Street parking is better. The parking in the back is shared amongst the other businesses, and you don't want to risk your car getting towed.

Excellent Financial Solutions - financialadvising - Updated May 2026

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