1. First Source Insurance Agency

    1. First Source Insurance Agency

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    Westminster, CA

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    First Source Insurance Agency

    4.6 (27 reviews)
    Closed Closed
    Updated 3 months ago

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    Services - First Source Insurance Agency

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

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    2 months ago

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    1 year ago

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    4 years ago

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    2 years ago

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    2 years ago

    Worked with Joseph to file my taxes. Great experience! He was super helpful and so thorough. Thanks a lot!

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    3 years ago

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    5 years ago

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    8 years ago

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    8 years ago

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    Daniel B P.

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    7 years ago

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    7 years ago

    I like Thao, she has good customer service, ko biet con nha ai vua dep gai vua de thuong.Thanks!!

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    11 years ago

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    8 years ago

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    8 years ago

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    7 years ago

    I called to request for a quote and the staffs here were really nice & polite. Planning to switch my insurance to them.

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    10 years ago

    I Am appreciate Brother Peter, He tried so hard to help us. And less charges, ThankYou So Much Brother PETER

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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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    10 years ago

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    Ask the Community - First Source Insurance Agency

    Do you offer renters insurance?

    No, we dont

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    Review Highlights - First Source Insurance Agency

    I want to recommend for you guy about Nhi (Jessie).

    Mentioned in 2 reviews

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    Kathy, my CPA for 3 or so years now, responds super fast, even at crunch time. She is direct and to…read morethe point, wasting no time, and always punctual. She charges a fair price and helped me get a substantial refund last year. Cuz of an annoying K-1 that always comes late, I have to file an extension every year, but she has been appropriately conservative in estimating the amount I should pay both the IRS and FTB just in case on Apr 15, making my refunds even more pleasant of a surprise lol. She's also helped me with my dad's tax returns. Thank you! P.S. I think I already alluded to this earlier, but to emphasize in this day and age of stupid inflation: her prices are very reasonable, at least based on what I just read chatGPT says I should expect for our return's degree of complexity. Shoot, does that mean if she reads this she will raise her rates? I hope not hehe

    Just had my taxes done with TT Tax and the process couldn't have been easier. The receptionist, I…read morewished I had gotten her name, was so nice and friendly. She retrieved my documents from me and started me on the process. After which I met Kathy who is very efficient and nice as well. She got through my taxes in just a few minutes albeit my tax case was relatively simple and cut through. Kathy went over my taxes with me and explained each line to me. Then explained the amounts I would be getting for my federal and state tax refunds. I liked at the end how Kathy put everything in a nifty blue folder for me to take. I would definitely recommend TT Tax for anybody needing to do their taxes and will do my taxes with them next year.

    Smart Tax & Accounting Services - Smart Tax & Accounting Services

    Smart Tax & Accounting Services

    (253 reviews)

    I've had an excellent experience with Smart Tax & Accounting Services. The team is knowledgeable,…read moreprofessional, and always takes the time to answer my questions clearly. They made the entire tax process simple and stress-free while providing great advice along the way. Their attention to detail and friendly customer service really stand out. I highly recommend Mia to anyone looking for reliable and trustworthy tax and accounting services. I'll definitely be coming back next year!

    We've been clients of Smart Tax & Accounting for several years. When we first started, we worked…read morewith someone named Kim and had a great experience. Unfortunately, she eventually left, started her own firm, and later moved to Texas. After she left, we continued with Smart Tax & Accounting. For Tax Year 2022 we met with Liv, and unfortunately, that experience was not great. She may have been new at the time, but there were several mistakes, so we requested to work with someone more senior. We were then assigned to Tai, and for Tax Years 2023 and 2024 everything went smoothly. He was responsive and generally took the time to explain things clearly when we had questions. However, our experience during the most recent tax season (Tax Year 2025) was disappointing enough that we've decided to end our relationship with the firm. One issue involved Roth conversion planning. We asked Tai to run some numbers because we were considering doing a conversion this year. The calculations he provided contained several errors. When I pointed them out, he reran the numbers, but the revised version still contained mistakes. For something involving tax planning, accuracy in these calculations is obviously very important. Another concern was his comment that we shouldn't provide our mortgage statements because he didn't want to run the itemized deduction forms since we would "most likely" take the standard deduction. My understanding is that they charge based on the number of forms filed, but it didn't make sense to me not to run the itemized calculation at all. Even if it's unlikely, the numbers should still be checked to confirm which deduction is actually better. Overall, the process this year just didn't feel as thorough as in prior years. For example, there was no discussion about our charitable contributions, and we also weren't consulted about when our federal tax payment would be withdrawn. We eventually realized that the payment was scheduled for April 15 after not seeing a withdrawal for several days. Personally, I would have preferred the payment to be made when the return was filed, but we were never asked. In the end, there were simply too many issues this year for comfort. Our taxes are not particularly complicated, which made the experience even more surprising. Because of that, this will be the last year we use Smart Tax & Accounting. Hopefully the firm improves its review process and communication for future clients.

    Anna Chin, CPA

    Anna Chin, CPA

    (2 reviews)

    I just posted my review of Miss Anna Chin on Google and now I am compelled to do so on Yelp. I am a…read morepsychotherapist and recently became a S corp in CA. I was feeling lost and stressed of all my responsibilities such as payroll, quarterly taxes, bookkeeping etc and Miss Chin offered a complimentary phone consult to guide me in the right direction. No other CPA in Orange County nor tax preparer offered to help. Either I am told I have to pay for a consult or I don't even get a call back. Thank you Miss Chin! I look forward now having you as an ally to help me with my business and individual tax return. Please support this business as I personally endorse Miss Chin. Kindness and patience still exists!

    Anna has been my family's CPA for the past few years. I was referred to Anna's tax services through…read moremy parents. My family owns a restaurant and Anna takes care of our personal income taxes, S-corp tax prep, and our payroll. We can always count on Anna for all our tax needs. She does our quarterly tax board submissions for our family's restaurant and our annual tax return filings. Her turn around time is superb and all documents neatly presented in a folder for our review. Her fees are very fair compared to industry standards and she has a warm personality that makes us comfortable during the would-be stressful process of filing our taxes. If there's anything we don't understand, Anna explains it all with clarity and precision. Anna is fluent in Mandarin, Korean and English, which is great considering my parents don't speak English so well, and I don't speak Mandarin so well. :) I would definitely recommend Anna for all your tax needs!

    First Source Insurance Agency - mortgagebrokers - Updated July 2026

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