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    Excellent Financial Solutions

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

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    Response time

    9 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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    Photo of B W.
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    3 years ago

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    1 year 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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    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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    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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    7 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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    10 years ago

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    11 years ago

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    7 years ago

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    11 years ago

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    7 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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    11 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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    Jeff Huang, CPA

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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.

    I had a very disappointing experience with this CPA firm. To be fair, I do believe my CPA had good…read moreintentions, and I understand that mistakes and miscommunications can happen. What really matters in those situations is how a company handles it afterward, and that is where this experience completely fell apart. My taxes may have been filed correctly, but the communication was not clear. I did not want 2026 quarterly estimated tax payments set up, and I never understood that this was what was happening. I believed the amounts shown were a payment plan for my 2025 taxes, not separate 2026 estimated payments. Because of the language barrier and the lack of a clear explanation, I did not understand what I was agreeing to. As a result, more money was taken from my account than I expected, which caused me to become overdrafted. When I reached out to get help resolving the issue, I was hoping they would at least acknowledge the misunderstanding and try to make it right in some way. Instead, when I spoke with William at the end, he was very unhelpful and basically made me feel like I was just out of luck. I was told there was nothing they could do, that I needed to deal with my bank myself to block future payments, and that they would not offer even a partial refund. That response is a big part of why I decided to leave this review. If they had simply handled the miscommunication better, shown some understanding, and at least offered a partial refund or some effort to make things right, I honestly think I would have been okay. On top of that, I feel the $700 fee was too high for the level of service and communication I received. Accuracy is important, but so is making sure your client actually understands what is being filed and what payments are being set up. Overall, I left this experience feeling confused, unsupported, and financially stressed. I understand mistakes can happen, but the way this was handled afterward was unacceptable. I would not use this firm again.

    RG Tax Services

    RG Tax Services

    5.0
    (29 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!

    Chang Henry, CPA

    Chang Henry, CPA

    5.0
    (2 reviews)

    I have known Henry since 2007. He has helped me and my husband for business and personal…read moreaccounting. He is super knowledge and very friendly/ kind---with his help, we feel safe and very comfortable to let him take care of everything! We had trouble before we hire him---we followed another accounting person's instruction, but we got into touble---not only paid whatever we owed our government, but also penality, interest... If you summarize everything and only give him the total, he will charge you very reasonable price! I introduced 2 of my co-workers, they are very satified with his service! I love keep long term relationship with my hair person, auto shop person, doctors... Henry Chang is definitely one of them! If you are looking for CPA, or you are not satisfied with your current one, call Henry now!

    I changed to Henry Chang CPA, Back when I was running a Business, many years ago, He made the…read moreswitch easy, and never missed a beat. He handled everything, Never had a worry about State, Local or Federal Tax Payments, always on-time. A Man of his word, He has always done our Personal State & Federal Income tax, including out of state rental property, This year we sold the rental property, filed all necessary documents, Filed our taxes and we got a refund ! Both State & Federal. Best thing the refund was there in a weeks time. Thank You Henry Chang for making my taxes hassle free. And Fast ! I recommended Henry to all My Friends & Family for years now, if anyone asks for accounting, tax matters or advice, Henry is always my answer.!

    Excellent Financial Solutions - financialadvising - Updated June 2026

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