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.

Do not leave a retainer with Exact Tax (Mary Wong CEO). I was excited about starting a new…read morebusiness. I was looking forward to working with Mary Wong as she came very highly recomended. Due to the economy my business never got off the ground due to the economy. I gave them a 500.00 retainer in good faith, for services to be provided. Well unfortunately no services were provided. I request the return of unearned retainer in good faith. They asked for my copies of check and receipts I provided them as asked. they asked me to reach out to them on Monday. They kept my paperwork and referred me to their attorney over the small sum of 500.00. I am shocked I am so glad I didnt leave a larger retainer

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.

PAINLESS I've been…read moregoing to Jeff for my taxes for 3 years now and it is the most simple, seamless, stressless process I've ever had. A lot of document exchange is done through a portal, so it's secure quick and at my convenience. Every year we get a quick touch in before my taxes are sent off and boom all done. Found him on yelp and it would be wrong for me not to mention how much I enjoy his service. Great tax group!

Brian is providing outstanding tax solutionsservice -- professional, knowledgeable, and…read moredetail-oriented. He explains everything clearly and always makes the tax filing process smooth and stress-free. Highly recommend his service!

Everything is great, never had issues doing my taxes. Will still continue to give my time and…read moreappreciate them valuing me as a customer and helping me to get the most out of my taxes. For the value of the services they provide, it's worth every penny!

We were looking for an accountant to help manage our taxes, as we are not familiar with the…read morecomplexities of tax deductions. We were fortunate to work with Dylan, who was professional, patient, and thorough throughout the process. He asked targeted, clarifying questions and took the time to understand our complete financial picture. Ultimately, Dylan helped us secure a tax refund that was significantly greater than we anticipated. He is highly capable, personable, and demonstrates an expert understanding of his field. We highly recommend his services.

They are amazing! The staff is friendly and helpful! They have a charging station as well. I have…read morebeen coming to see Victor for many many years and will continue to do so! My family loves their attention and service!

Went to go get my taxes filed for the 2023 Calendar Year. This is my first time filing with this…read morefirm. Jonathan is extremely professional and will take his time to explain your tax information with you. Make sure to give them a phone call and make an appointment when you will be coming. During the appointment, he will go through all your tax documents and give you an estimate on his service. It will not take longer than 15 minutes. I feel like it's a reasonable price for the service provided. After agreeing with the service, you will leave your documents with him, and he will have it done within a week. When picking up your documents, that is when the service will be settled. And Jonathan will address any questions or concerns that you may have. Highly recommend.

BEWARE NEW, PAST, & CURRENT CLIENTS in 2025. Owner Jonathan is REFUSING REPEAT CLIENTS for entire…read more2025 YR!! Why? Owner Jonathan's written excuse sent to my relative is he "lost (his) home in Eaton fire & is too consumed with work & dealing with IRS & FTB (CA tax) on TEL ALL DAY during in March & early April." See screenshot of Jonathan's email as proof. Everyone knows U send documents to both tax depts & then meet with agents IF required, talking on tel for hours achieves NOTHING!. Jonathan's own rule WAS to TEL him 1st before arriving @ his 1 tiny room office to pick up or deliver documents. Old reviews verify his method. Only way to reach him finally thru old email where he summarily dismissed my relatives' repeat business for rest of YR. FYI: If one lost one's home, or rental property, U deal with FEMA long ago, not now or any taxing dept . U get to deduct deduct diseaster costs too. Jonathan resides outside of Eaton fire zone too. Find more reliable EA that's LESS expensive who UPDATES business profile. Jonathan is "selecting clients HE deems worthwhile / lucrative only." LA residents get extension until Oct 15 with 0 fed & CA penalties. All EAs use TurboTax now, NOT CPA firm pro software that's on another level.

Very friendly place to help you with your tax needs. it's always best to call in first just to…read morecheck availability and schedule an appointment with them. I personally don't get all the explanations when it comes to tax related stuff but for me Mr. Lam made it very simple for me to truly understand. extremely helpful place to go to for your taxes. I personally highly recommend them. Give it a try and Im pretty sure you won't go anywhere else!

First time filing my taxes at this location! I came because it was recommended by my close friend…read morewho has been coming here for many years. I usually go to H&R Block, but they have become too expensive and I needed a new CPA to turn to. Highly recommend working with Andrew. He works with many clients, but it's definitely worth the wait. He is detail-oriented, patient, and super friendly. I had no issues coming in and felt very taken care of throughout the entire process!

I have been filing my taxes with this company for 3 years. The first couple of years were fine, but…read morelater they suddenly added a significant extra charge without any clear explanation. When I questioned why the fee had increased so much, the response felt very uncomfortable and unconvincing. Since my friend and I had similar tax situations and were charged the same amount previously, I checked with other friends who also use this service. None of them were charged these extra fees. I called back again to ask for clarification, and they eventually admitted that I had been overcharged. What is most unacceptable is the lack of transparency and consistency in pricing. It feels like they charge different customers differently unless you question them directly. If I had not compared and followed up, the overcharge would likely have gone unnoticed. After supporting this business for 3 years, this experience was extremely disappointing. I would strongly recommend others to confirm all fees clearly before filing taxes here.

I have been coming here for taxes over 30+ years. Living in South Orange County now for nearly 10…read moreyears. I still drive to the San Gabriel Valley to M.Az. to see Maggie for my taxes.

I have been using Advance Tax since 1995 Excellent service ,…read more David is very knowledgeable with taxes. BTW the front desk girl Maggie also very helpful and working since 1995 also.

I have been coming to David for about 7 years of ridiculous tax filing and never once have I been…read moreturned away or late. My taxes through the years have always been a mess. I used to freelance in the movie industry and I had piles and piles of 1099s and an assortment of W2s. Now that I freelance as a creator, I have even more expenses and etc that David and now Raymond have had to wade through. With every job change or additional thing, They ALWAYS know how to handle it and file everything perfectly and on time and by the book. I cannot recommend them enough. I even moved across the country and I STILL send all my taxes back. They have my business for life!!! If you're buried under a pile of taxes and nonsense from taxes, these are your folks. Small business, family owned and ran.

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!

Anderson is great! Very personable, fast communication and has great rate. I had a lot of questions…read moreabout my taxes and he was super helpful in making the process less daunting. He was able to help me answer any questions I had. He also speaks English and Chinese, which makes it helpful for those who need translation. Overall, Anderson was very professional, efficient. I highly recommend Anderson for taxes!

I made an appointment, and no one was there when we arrived. I don't know if he forgot or ran late…read more He had us waiting outside for 10-15 minutes. He didn't get our tax return done when he said he would. Said he had a death in the family. Ok, I'm sympathetic to that. But when he finally got our return done weeks later, he made a big mistake that could've easily been avoided, which resulted in us owing $4k more in taxes, and then he had the gall to blame it on me. Considering the amount of time I spent making sure that he was working on our return and having to review it, I might as well have done it myself. The only silver lining was that his rate was low, but I also got what I paid for. (I did not provide you with two documents with conflicting info. One was a spreadsheet that I prepared that had my mortgage payments as part of my expenses. The other was the actual tax form from my lender with the mortgage interest amount which was the number that was supposed to be inputted. It was an oversight on your part. I don't take issue with how much we ended up owing in taxes. But if I hadn't caught the mistake, we would've underpaid.)