This is my second review of Excellent Financial, I continue to be impressed with the level of…read moreservice I've received. Armando, who did my taxes, is very knowledgeable, friendly and professional. Everyone I've come in contact with, including the receptionist has been super friendly and courteous. If you want someone who knows all lot about taxes, definitely choose this company.

I have been going to Armando and Jordan since 2017 when I had my business. They have ALWAYS been…read morepatient with me as I ALWAYS extend to October and turn in all my tax paperwork 1-2 days before the deadline. They are ALWAYS happy to help and they have taken care of my business and personal taxes better than anyone else I have ever used in my life. Everything they do is online so an office visit is not really necessary and it's extremely convenient. They are professional and friendly and I recommend them to anyone looking for a good accounting firm that knows what they are doing without putting you or your business at risk.

Norm Lewis is such a lucky find. I used him originally for a trick tax issue and was so pleased, I…read morehave continued to have him do my taxes for the last several years. He is honest, accessible, experienced and found legitimate ways for me to save on my taxes that my previous account never mentioned. He now is serving as the accountant for an organization in which I'm involved as well as for several friends and family members. He not only does routine tax work, but also does back taxes and Offer and Compromise situations in case you owe back taxes. And the cherry on top is that his fees are very, very fair. He goes the extra mile which is very refreshing in this day and age. I recommend him without reservation.

The person who was doing my taxes had to drop out at the last moment. This situation, combined with…read morean early April trip, left me in a difficult crunch for filing my 2024 taxes. It was my very good fortune to find Norm, who agreed to take me on at the last minute. Norm is not only a very kind and genuine individual but also clearly an experienced accountant. Additionally, he is fair, reasonable, and efficient. He explained things well and offered me options. We completed my taxes by phone and email in 9 days. I feel very fortunate to have found Norm and hope to work with him every year!

Adam's team is pretty amazing…read more I have a relatively nice sized business, not big not small, about $3mm. But I had the tax problems of a $10mm business. A lot of money was at stake. Very complex tax situation. My previous tax accountant actually made matters worse. As majority shareholder, I'll admit, I was stressing. I shouldn't have. Adam and his team had it under control. I don't know exactly he did it, but he was able to reduce my tax liability by a factor of 10. Totally decimated what I owed. And not only that, he negotiated really favorable payment terms! I was very grateful. Very impressed. So much so, I've started outsourcing some of my bookkeeping and accounting to them. It just makes sense.

I went to see Adam here in Pasadena after having a negative experience with another accountant, and…read moreAdam was literally the perfect accountant- extremely knowledgeable, timely, patient, and has a wonderful bedside manner. He helped me with a complicated tax and financial issue I had with the IRS, and he was able to completely absolve me of any financial liability. This guy is a tax genie and I HIGHLY recommend him to anyone if you want the best of the best.

Pam did a fantastic job cleaning up years of transactions. She caught errors I hadn't noticed and…read moreensured every cent was accounted for. She reconciles my accounts every couple months and now my books are finally organized and ready for tax season. The appointments are by phone. She just signs on to your computer and you sit back and watch her perform her sorcery on your Quickbooks. Highly recommended for anyone needing top-tier bookkeeping support.

I recently worked with Pam on a time-sensitive tax filing and she jumped onboard quickly and really…read morehelped me out! She is kind and patient and very knowledgeable and really helped me to get past the finish line in short order. Highly Recommend!

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!

I've worked with this tax service for several years and have been happy. I spoke with the Hanane…read moreon April 14th requesting an extension, she confirmed it would be filed. She has always been incredibly responsive. Fast forward a few months and I need a copy of my extension for an important application. I've reached out via email 4 different times over the course of two weeks for support along with 4-6 calls. Nothing. I checked my tax document folder for 2025 Extension and it's not there. At this point I assume the extension was never filed and the business has chosen to ignore me instead of being transparent on the error. Incredibly disappointing. Feel like others should be aware of this experience. Ghosting someone on their business and personal taxes is so inappropriate for a professional.

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.

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.

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

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.

I was in search of a good CPA after being screwed a few times before. I found Norman and he is a…read morelifesaver. I seriously needed help with my taxes after moving from NYC to NJ and back to California. My taxe's was a mess but he helped me out big time! He communicate with you every step of the way. I highly recommend Norman services.

Great service. No bs. Norm is very thorough and knowledgeable, also down to earth. I needed back…read moretax help and help with IRs lingering debt. He offered me quick resolution, no sales fluff and waiting games. And he was able to reduce my liability.