Very knowledgeable staff when it comes to taxes! Friendly and prompt service. This is my fourth…read moreyear, having them do my company's taxes, and very reasonably priced I might say!

I went here because of positive reviews but I'm highly disappointed…read more Owe a lot of money towards federal and honestly if the accountant wanted to go above and beyond, they would ask for extra info to help you write off a lot of things you have to pay for through out the years but this place does the bare minimum. Even used the old address that we no longer lived at when we literally wrote down the current address so now we have to jump through hoops just to get our state refund.

I cannot recommend Westgate CPA highly enough. Finding a CPA firm that is knowledgeable,…read moreresponsive, and genuinely invested in your success is rare, but Westgate CPA exceeded my expectations in every way. From our very first consultation, their team took the time to understand both my personal and business financial goals. Rather than simply preparing tax returns, they provided strategic tax planning and practical advice that helped me make better financial decisions throughout the year. They explained complex tax concepts in a way that was easy to understand and were always willing to answer my questions with patience and professionalism. As a business owner, I appreciate their proactive approach. They helped identify tax-saving opportunities, reviewed my business structure, and provided recommendations that will benefit my company for years to come. Their attention to detail gave me confidence that everything was completed accurately and in compliance with current tax laws. Communication has been outstanding. Emails and phone calls are returned promptly, deadlines are met, and I always feel like a valued client rather than just another account. Their level of customer service is truly exceptional. If you're looking for a CPA firm that combines technical expertise with personalized service, integrity, and professionalism, I highly recommend Westgate CPA. Whether you need tax preparation, accounting, bookkeeping, or strategic business advice, they are a trusted partner you can count on. Thank you to the entire Westgate CPA team for your dedication and excellent service. I look forward to working with you for many years to come.

I've been using Westgate CPA for both my personal and business taxes for the past two years, and…read moreI've had a great experience. Hannah is professional, responsive, and very knowledgeable. She always answers my questions promptly and provide clear, practical tax advice. I appreciate their attention to detail and the confidence she gives me that everything is handled correctly. I highly recommend Westgate CPA to anyone looking for reliable and trustworthy tax professionals.

We are very grateful to Fernando for optimizing our tax accounting. He saved the day and helped us…read morebuild our accounting system intelligently in terms of taxes and payroll. Because of our neglect and inattention to accounting in the company while it was very small and just developing - when our sales grew significantly, we found ourselves completely unprepared in terms of tax optimization, identifying and mitigating risks due to my negligence and lack of knowledge in accounting. Fernando helped us identify complexities, set up the system, choose the best form for the business, formalize the transition, set up payroll properly, collect the right forms from contractors, file information that we should have filed but didn't know about. He was not only professional and attentive to our needs - he was also extremely friendly and gave us in passing a lot of education in tax matters for free. We recommend him to all of our friends and acquaintances now - he is an amazing professional and wonderful person. He also has a great team - always attentive, do not forget anything, work proactively to prevent risks.

Excellent service all my tax questions were answered quickly and confidently. If there is ever a…read moreskeptic when it comes to taxes, I'm the biggest one I highly recommend this place for all your tax needs whether it's personal or business.

I highly recommend Tacadena CPA & Associates for anyone looking for a reliable and detail-oriented…read moreCPA. I wasn't actively searching for a new tax preparer or CPA for my parents, but after finding them on Yelp, I decided to schedule a consultation and I'm glad I did. Christeane responded quickly and set up a convenient virtual consultation, which I really appreciated. They offer both virtual and in-person appointments, giving great flexibility depending on your needs. Their process is smooth and secure, with an easy-to-use online portal for document uploads, while still allowing in-person submissions/reviews when needed. Throughout the process, Christeane and the team were thorough, patient, and clear in answering all of my questions. I'm very grateful to have found them, have already referred others, and look forward to working with them again next year & bego

We needed help to transition from us doing the books to someone professional. We interviewed some…read moreCPAs and decided to go with the Tacadena CPA. Fast forward 6 months later, I am glad and happy with Caroline and Christeane, their service and availability are superb. We business owners are so busy with running here and there and I am happy that they can accommodate us and to follow-up relentlessly :). If you need a great CPA I would highly recommend the Tacadenas.

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.

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

My parents introduced me to Chatterton & Associates 9 years ago and we have since had our daughter…read moreutilize some of their services as well. Eric assists us with managing our investments and cash flow, taking into consideration our current and future financial situation with asset protection always in mind. He helps us make decisions on Roth conversions, capital gains and income ramifications all in coordination with their tax division. Justin prepares a fall tax projection and helps us file our taxes in the spring. He gives us advice on ways to minimize our taxes. Holly helped us to create a will and trust, and has reviewed them with us to insure all is up to date. All of the employees, from the secretaries, managers, tax coordinators, to communications, are respectful and welcoming. Through a variety of seminars, learning and family events sponsored by Chatterton and the Law Office of James F. Roberts over the years, they have cultivated a relationship with our multi-generational family. We have peace of mind in knowing they will be able to assist any of our family members in both good and bad times.

I already have a place I do all my taxes at. I was using Turbo Tax many years ago. But these guy s…read morewill help you out with good rates or anything you need help with. I wont give out any quotes on Quora, because I am not a certified tax expert, so you will have to check these guys out on your own time. But I had a good experience with them.

Kenneth has been a great tax partner for this past year!…read more I reached out to ahead of the 2024 tax season to ask about his services for individual tax preparation. He was incredibly responsive over email and detailed in outlining the benefits he provides to clients. I love that he has a secured file portal to keep all sensitive documents private and offers quarterly calls after tax filing is complete throughout the calendar year (this is included in the flat rate for filing). He not only helped me with my taxes, he also flagged that I needed past returns amended for minor corrections and laid out the options for me so I could make the most informed decision. He said that he could reconstruct the returns for a larger, additional fee - but that he recommended that I reach out to my previous tax preparer to amend the returns as that would be more practical and at a much lower (or potentially no cost). As a bonus, he even offered to be on the email thread to help clarify if they had any tax related questions while completing the amendments - which was incredibly kind and helpful :) I really appreciate that he presented me with options and helped make sure I had the most information before proceeding - looking forward to continuing to work with him for my tax needs!

Kenneth and the team have been so incredibly helpful this last year! Kenneth is a gem to work with…read moreand absolutely understands the challenges in running a business. Since working with him I have felt so much more confident and prepared with my finances in my business. I am so glad to have found someone who is patient, kind, and knowledgeable about the entire tax process. Highly recommend!

Henry at HJ & Accounting is extremely Knowledgable and gracious to return my call to discuss about…read morean IRA conversion, which was prepared by another tax preparer at another tax provider. His prompt return call, patience and explanation in clarity demonstrated the depth of his knowledge in taxation including the pros and cons of Roth IRA for my tax filing/income bracket, etc., Overall, I highly recommend HJ Tax & Accounting especially Henry for his expertise in taxation. Again, THANK YOU MUCH Henry for the courtesy call on subject matter!! A well deserved 5-Star!!! PS Thank you Jackie for your time as well as the office liaison.

This is my first time filing tax return with Mr. Li at HJ Tax & Accounting and I really want to…read moretell my story of what a GREAT experience I have had with him. His professional excellence and patience helped me save thousands of dollars from mistakes in my past filings that should have been returned to me. If you are looking for a trustworthy and experienced accountant at a reasonable price to save you money, you do not have to look further! I sold my house in Arizona for a big loss back in 2014, and my former accountant made a mistake and did not get me a large sum of money that I'm entitled to, over $18,000 to be exact. During my filing for 2017 return with Mr. Li, he spotted the error and worked with me for long hours to sort out a pile of years of my past tax returns. To be honest it was a mess, but throughout the whole thing Mr. Li did not lose his patience one bit and really spent the time to analyze my situation and worked on how to amend the mistakes. Only with his detailed explanation during this tedious process did I start to see the complexity of the NOL (Net Operating Loss) that carries across multiple years and how the mistakes were made and affected me. Eventually he helped me file two amendments, one to the State of CA requesting a return of over $5,000 and another to Federal for over $13,000. So far, I have received the state return and am still waiting for the federal return. Overall, I just feel that a great accountant is not one who just has years of experience and expertise, apparently Mr. Li has all that, but more importantly a great accountant is someone who cares about your finances like his own! Mr. Li's work ethics have really impressed me. I highly recommend HJ Tax & Accounting to anyone who has any type of accounting needs!