This is my second time filing my tax with Ms. Margie. She is incredibly patient, knowledgeable, and…read moregenuinely passionate about helping her clients. She takes the time to answer every question, explains everything in a way that's easy to understand, and guides you through the entire tax process from start to finish. I never felt rushed, and her kind, calm demeanor made what can be a stressful experience feel easy and comfortable. She truly cares about her clients and goes above and beyond to make sure everything is handled accurately and thoroughly. If you're looking for an accountant who is trustworthy, caring, and truly dedicated to helping you, I highly recommend Ms. Margie. I'll definitely be coming back again next year!

Called for a exact quote and they could not provide it. Asked to speak with someone who can answer…read morethat question and was told they are going to tell you the same thing. What a joke.

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

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.)

I have been going to Tobi and her team the past ~four years! Though my taxes are not too complex,…read moreI've had many forms throughout each year and too little time to handle. Tobi and her team are very organized and communicative, no matter how busy they probably are! I always feel well taken care of throughout the process and super appreciative of them for their flexibility and their patience. Shout out to Tobi and Iris this year!

I paid them in April to file my business taxes. In October, I reached out to get a copy of the…read moretaxes that were filed since it did not show in my client portal... only to find out that they were never done. Tobi had the audacity to offer to "withhold 20% of the fees and refund the rest if you want." The math was definitely not mathing. I ended up getting a full refund so that was nice. I felt like I was at the bottom of her client totem pole and was very disappointed with her services.

More than 5 stars! I highly recommend this tax accounting…read morefirm. They are extremely professional, deeply knowledgeable, and always responsive. Every time I reach out, they address my concerns promptly and clearly. Dana, in particular, is fantastic, she keeps her promises, offers straight-to-the-point advice, and truly goes the extra mile to help you.

Working with Dana has completely transformed how we view our business finances. Her attention to…read moredetail is unmatched; she is incredibly reliable and leaves absolutely no stone unturned. From providing expert guidance during audits to managing standard tax preparation, her proactive communication ensures we are never left in the dark. Thanks to her, our family business navigated through an audit smoothly, with no problems! What really sets Dana apart, though, is her demeanor. She is friendly and patient, bringing a sense of calm to high-stress financial situations that would otherwise feel overwhelming. If you want a brilliant, trustworthy CPA who treats your family business as a true partnership, I cannot recommend her highly enough!

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.

I have worked with Angel for several years and highly recommend him! He's knowledgeable and helpful.read more

I had a great experience working with this CPA. He was knowledgeable, professional, and took the…read moretime to answer all of my questions. He made the tax process easy to understand and helped me navigate a complicated situation involving prior tax filings and an S Corp. Communication was prompt, and I felt confident that my taxes were being handled correctly. I highly recommend him to anyone looking for a trustworthy and experienced CPA.

Mr.Wang is very professional. I did not think I was going to get any refunds this year ,but he was…read moreworking so hard and so fast get for me very good refund .Very recommend.Very Thankful.Very excited we find the best CPA.

Came in for fingerprints and the team was friendly and efficient! Thank you for making the process…read moreeasy and quick :)

Don't come here for important, impacting services. Sketchy practices and bad customer service with…read moreerrors. Went to get some signatures notarized. Someone else had already done the leg work and i was coming to just finish it up. First they asked for my ID and took it to the back, out of site for far too long. The older lady at the window just didn't seem to have the presence of mind needed for this type of detail oriented work, it took too long to fill out her book. FINALLY finished w the first paper and she said i can go. I reminded her they have my ID still. And and it still took a couple minutes to get it back after that. Sketchy. Next, i called the person that did the leg work previously to make sure cuz this place feels like one of those places that you need to double check stuff. They let me know it was 3 papers to sign. So i go back inside and tell them and her solution was to ask me to blindly sign 2 other boxes w nothing filled out. Yea, no. I had to ask her to fill out the forms before i would sign them. Cuz I'm not trusting the work after that without checking the info.

I made an appointment for a document three times, and all three times I wasn't assisted--once…read morebecause the owner wasn't there, and another time because she had an emergency. The secretary offered no solution; she simply said, "Go somewhere else." They are completely unprofessional. Terrible customer service.

I had called on monday to set an appointment to get a livescan done for a new job and i was given…read morean appointment for wednesday. Come wednesday I walk in and I was told they couldn't do it because the lady who conducts them isn't there. They had my contact information so they had plenty of time to call and simply explain they couldn't do it at that time but they waited until i drove all the way over there. I found that to be completely unprofessional and inconsiderate.

They charge a lot they think I'm rich for 208$ i barely make enough but alright I guess. If you…read morelike coming here good if you don't oh well

Professional, friendly, clean, and they know all the tax updates. They are patient with my…read morequestions and my own delays. I love that we can set up appointments in person or send stuff electronically and not have to leave home. Been coming here and have brought family as well. Dont miss out on this hidden gem in el monte. Most important they are experienced and knowledgeable!!