I must join everyone else and give the highest ratings to this firm, especially my collaboration…read morewith Tai on tax preparation. He is detail oriented, thorough and provides very useful information on the tax code and the actions we take together. I have worked with him for a number of years and he makes paying your taxes as pleasant as they can be, under the circumstances. lol The prices are also very affordable !

I find it disappointing when a business responds to a negative review primarily by defending its…read moreactions rather than taking the opportunity to understand the customer's concerns and acknowledge where its communication could have been better. Since the owner has now responded to my review, I would like to address each of her three points. 1. Roth conversion calculations We were never told that calculating the Roth conversions would involve an additional charge. Had we known that, we may have reconsidered having the calculations performed. More importantly, regardless of whether there was a charge, the calculations provided to us by Tai were incorrect. He sent the calculations to us twice, and both versions were wrong. These calculations involved our actual tax liability and potential Roth conversion decisions. Providing incorrect tax calculations is a serious concern because a client could reasonably rely on that information and potentially make financial decisions based on it, which could result in an unexpected tax liability or penalties. The issue was therefore not simply whether the calculations were included in our client copy. The issue was that the calculations we were given were incorrect. 2. Mortgage interest The owner's response says that our mortgage interest statement was included in our return and that the information was used in determining whether itemizing deductions or taking the standard deduction was more beneficial. That was never clearly communicated to us by Tai. He did not explain that the mortgage interest information from the prior year was being used in that way, nor did he explain how changes in our mortgage-related expenses could affect that calculation. Mortgage-related expenses can change from year to year. For example, changes resulting from a loan modification or restructuring, property taxes, insurance, or other changes affecting our mortgage could potentially affect the itemized deduction calculation. As clients, we should have been given a clear explanation of how that information was being handled rather than having to infer it afterward. 3. Filing date and payment date This is the issue that concerned me the most. My complaint was never about whether Smart Tax & Accounting has a procedure requiring final client authorization before filing. I understand that authorization is necessary. The issue was that authorization to file and confirmation of when the return would actually be filed are two different things. Tai asked us to authorize the return, but he never confirmed with us when he would actually file it. He did not ask us what filing date we preferred or confirm the date on which the return would be submitted. That distinction matters. A client may need a refund by a particular date, or conversely, may need to make sure a tax payment is withdrawn on a particular date. Simply providing a payment date somewhere in the documents is not the same as clearly communicating and confirming when the return will actually be filed. For me, this was a communication issue, not an issue with Smart Tax's general authorization protocol. Overall, I am disappointed that the owner's response does not appear to address the actual concerns described in my original review. Instead, several of the points seem to explain why Smart Tax's procedures were technically followed without addressing whether those procedures and communications were clear and accurate from the client's perspective. I am leaving my original review in place because it reflects my actual experience with Smart Tax and the problems we encountered. I believe prospective clients should have the opportunity to hear both sides of the experience. If the owner would genuinely like to discuss what happened and review the facts of our particular situation, I am open to continuing the conversation through Yelp.

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

I've been going to Kathy for the last 5 years I believe. She's direct , honest , knowledgeable, and…read morepersonable. When I have a question about taxes , I just ask her and she's usually quick and responsive. They have you upload docs on their portal so once you go to your appointment, you're in there no longer than 20 minutes making the experience even better; Quick ,Efficient, and seamless. Highly recommend her.

Travis failed to explain a Premium Tax Credit reconciliation before filing my return, which…read moreresulted in an unexpected repayment. This was never discussed in advance, nor were the implications or repayment caps explained and I only discovered it after filing. Travis later was able to provide an explanation.

Travis helped me and my wife with our taxes a few months ago and we will be coming back this…read moreupcoming year. He did a great job on it and he was very friendly/helpful! Highly recommend going to him for your taxes

Ive been going to Dan for the last 4-5 years. He's the best! He always answers any questions I have…read moreand works efficiently.

They were not at the office, took phone call but refused to offer service…read more Got recommended by friends but was worthless in offering any assistance.

I had an excellent experience with their tax services. The team was very professional,…read moreknowledgeable, and helpful throughout the entire process. They took the time to explain everything clearly, answered all of my questions, and made the whole process simple and stress-free. I truly appreciate their attention to detail, honesty, and great customer service. I highly recommend their services to anyone looking for a reliable and professional tax service. I will definitely be coming back next year!

The friendly professionals at EA Tax Resolutions are knowledgable and efficient. They offer…read moreup-to-date software to help facilitate completing returns, and with easy electronic filing, you'll receive your refund right away. Avoid the stress, procrastination, and headaches that come with filing your own return. For credit purposes, many leasing agents will require a professionally prepared return. Get busy and contact EA Tax Resolutions now. You'll be glad you did!

Just don't go here. They overcharge you! Poor services,…read moremake you wait even with appointment, and seem like they're rushing off your questions. They charges $150 for personal tax seem like for each person because I had someone else going there and got the same price. When other tax preparers place I went to after only charges $20/income tax paperwork. So I only had to pay $40 since I have two incomes.

I had some bad experiences with other tax services before, but everything changed when I met Chuong…read moreNguyen. He is very professional, knowledgeable, and knows exactly what he's doing. The whole process was smooth and stress-free. I'm very grateful for his help and will definitely recommend him to my friends and family.

They we're quick and easy. Did a great job! I would recommend coming here. It was my first time and…read moredidn't take long to check in or process anything.

Submitted my tax documents in February, it's now June, they're still not done or even attempted to…read morestart anything or call me other than supposedly an extension filed on my behalf. Run away... these guys are absolutely horrible at following up with anything. 6/2/2025: Update... they didn't even file taxes for my corporations in 2024...

I had a fantastic experience working with Nina at OC Tax Geek. I've been coming here for years, and…read morefor good reason--I've referred multiple people who have now become regulars themselves, which really speaks to the loyalty they inspire in their clients. Nina made a potentially stressful tax season incredibly easy and manageable. She is thorough, professional, and really looks out for her clients. What I love most is the office atmosphere; under John's leadership as CEO, they've created a space that balances top-notch professionalism with a great sense of humor. It makes the whole process so much more enjoyable. I walked out with total peace of mind. If you're looking for someone knowledgeable and kind who truly knows their stuff, go see Nina! I'll definitely be back next year.

Louis Aguilar was fantastic, great tax preparer! He is informative and very helpful…read more OC Tax Geek is great business and I am happy to have been a client for many years. New location is convenient and very nice!

i've been coming here for years, fast and reliable service. by fast, i mean once you're in the…read morechair in front of a tax consultant. the wait leading up to it, depending on when you file, could be hours on end. i usually go to pauline or danny. both are very knowledgeable and i love how they bluntly answer all my tax questions. i love this spot because if i get a fat refund, i go across the street and treat myself to some gold jewelry at the asian garden mall. yeeeee!

There's a long wait for a reason! Just be patient…read more It was my first time filing taxes here and Connie who helped me, did not disappoint. By the way don't forget to bring last year's tax return, especially if you are new. I forgot to bring mine, but luckily Connie said I could come back and held my place in line. Not only did she file my taxes, she also informed me on maximizing my deductions. For example, I am a Teacher. Connie pointed out that since I am an educator, I receive 300 credit to itemize! She also saw and explained the mistakes my previous tax preparer made. Overall, I am so happy I found this place. Thank you, Connie!

David is a very qualified CPA who understands California tax law. I have always appreciated his…read moreinsight and his ability to save me money. I recommend AT&A tax service.

I have been coming here for a few years and my experience has been great. David and the rest of…read morethe staff are always very friendly and professional. David meets with me briefly when I need to turn in my tax information to him and he goes over everything I need to know I never feel rushed or like I don't know what's going on. He is very friendly and the services he offers are affordable and well priced. I have recommended him to friends, family and coworkers. Great experience always!