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 have been using quality Bookkeping for many years now! Kathleen is an AWESOME accountant! She's…read moreprofessional and gets the job done well! She really knows all the tax laws and takes the time to explain and advise you on your taxes. The office is located in temple city and has plenty of parking. If I could give 10 stars I would! Service is always excellent!! Thank you Kathleen and staff! Job well done!

Cathy has done my taxes for years and as it is itemized, it is more complex than some. i got a…read morefollow-up letter once from the IRS and took it to Cathy. She dealt with the IRS without extra charge to me. Great quality help at a fair price.

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.

I have been a customer of Exact Tax for many years. When I lived closer to Monterey Park and could…read morehave in-person meetings, Mary did my taxes. However, since COVID, I started using their Zoom option, and Nathan took over doing my taxes. Mary is amazing but I love Nathan! He patiently explains everything about my taxes in detail and answers my many questions without judgement. He always has a smile and is a funny guy which makes doing my taxes fun and painless. I highly recommend Exact Tax for your taxes and I highly recommend asking for Nathan to handle your taxes!

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.

Jeff has been my accountant since I moved to California five years ago, and I am still incredibly…read moregrateful for the referral that first brought me to him. From day one, Jeff and his team have guided me through every stage of both my personal and professional growth with genuine care and expertise. He helped me set up my business as a physician when I was working as an independent contractor, and later supported me through the transition to a hospital employee with how to best setup my retirement accounts to reach my financial goals. Jeff always makes sure everything is structured correctly, compliant, and financially beneficial for the long term. He always takes the time to explain options clearly and make sure I feel confident in every decision. What truly sets Jeff apart is that he genuinely cares about his clients. He takes the time listen, anticipates needs, and he constantly stays up to date on new tax laws so he can proactively help his clients take advantage of every opportunity. Whenever I have a question and email Jeff or his team, I receive a response within the hour. Jeff is truly one of a kind. I fully trust Jeff and could not recommend him more highly.

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 been using Advance tax for over 10 years with David Li. David has been given me great advice for…read moremany years to save for my retirement and explained where to invest my money to save tax and build up my retirement. Everyone in that office is wonderful and professional to deal with. I will stay with them for a long long time.

My wife and I worked with Dylan Schmidt at Black Inc for our taxes this year and couldn't be…read morehappier. From the first meeting, we felt like we were in good hands. He walked us through everything, explained what we were actually signing, and never made us feel rushed when we had questions. We came from a firm that went fully digital after the pandemic. What used to feel like a real relationship turned into an assembly line. With Dylan, it was the complete opposite. When I mentioned that we're looking to build something long-term as our businesses and assets grow, he got it immediately. No explanation needed. He stayed on top of everything throughout the process. Nothing fell through the cracks, and we never had to follow up on anything. It just felt like working with someone who actually cares. We'll be back next year for sure. Thanks, Dylan.

I got my taxes done here and I believed I would have to pay! They are truly amazing! I will…read morecontinue to Go here and they are super flexible! Was a little pricey for my first time. Hoping next year will be better!

I had an appointment today at 1. When I got there a hand was rudely raised and I was told to wait…read moreoutside. 15 minutes later I was called in for my appointment. The first thing out of my mouth was I have 2 W2s. This was completely ignored. This process was grueling to say the least. Esther was unprofessional, kept interrupting the task at hand to ramble about unnecessary info, she also used racial slurs. 2 hours later we are reviewing my taxes. My name was spelled wrong, my address was inputed wrong & she never input my second W2 which went from a 9k refund to owing 4K. I gathered my documents and left. I would not recommend someone who is that careless with their work or who wastes that much of their clients time.

My old tax service was horrible. I was behind the eight ball and realizing my taxes were being done…read morewrong.... Then I found ESTHER!!!! Esther helped my partner and I get our taxes sorted literally a day before they needed to be filed. She was knowledgeable, attentive, and walked us through the entire process.

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.

The office is clean and nice, and the accountant is able to file my taxes prompt at an affordable…read morerate. Really good services! Highly recommend!!

Located on the second floor, take the stairs up and it's pretty much the first door…read more I came for employment verification stuff for a new job. They asked me to confirm my appointment number, the personal information on the screen, and then they validated and scanned my documents. Everything was super fast! The office is a bit small and quiet, tucked away in an unassuming plaza, but it's very clean, air conditioned, and there's seats for you to wait. The person who helped me was really professional, efficient, and friendly! I wouldn't mind coming back. There's free parking in the parking lot for customers.