Tax prep done without issues. Great value for what we got. All done online and easily uploaded…read moreall information.

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.

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 have been going to Armando and Jordan since 2017 when I had my business. They have ALWAYS been…read morepatient with me as I ALWAYS extend to October and turn in all my tax paperwork 1-2 days before the deadline. They are ALWAYS happy to help and they have taken care of my business and personal taxes better than anyone else I have ever used in my life. Everything they do is online so an office visit is not really necessary and it's extremely convenient. They are professional and friendly and I recommend them to anyone looking for a good accounting firm that knows what they are doing without putting you or your business at risk.

This is my second review of Excellent Financial, I continue to be impressed with the level of…read moreservice I've received. Armando, who did my taxes, is very knowledgeable, friendly and professional. Everyone I've come in contact with, including the receptionist has been super friendly and courteous. If you want someone who knows all lot about taxes, definitely choose this company.

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.

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.

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

My husband is self-employed and had been using an accountant in the Altadena area until I…read morediscovered a major problem while filing a FAFSA for my daughter - unbeknownst to us our taxes had not been filed for the previous year! Needless to say, I was livid!! I found Kennelly and Associates on the internet and had my husband make an appointment. Bo was like a cool, calm drink of water on the hottest day of the year. He calmed us down, told us what needed to be done and set all the wheels in motion to correct years of incorrect filings by our previously mentioned whack-job of an account. He also gave us suggestions and pointed out many things our ex-accountant had neglected to tell us. This happened a few years ago and we've been returning to Kennelly and Associates ever since. Bottom line - Kennelly and Associates rock!! Bo is knowledgeable and has years of experience. I would highly recommend this accounting service.

Sometimes life throws you a curve ball, and you need a little extra kindness and efficiency. Bo…read morecame to my rescue when other professionals were only taking my money. Cannot say enough about how grateful I am for Bo's assistance.

I have used Pam Smith for both my personal and business Quickbook needs. She has been a…read morelife-saver. She is completely savvy with the programs and with my business needs in general. I completely recommend her. YOU CANNOT GO WRONG WITH HER!

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.

My wife and I have been working with Trina & her team for years and it's been a phenomenal…read moreexperience. They help my wife, a screenwriter, with her loan-out company taxes and other financial decisions and help me with my production company taxes, payroll, banking, and other financial decisions. We also use her for our personal taxes, as do many of our family & friends. We'd honestly be lost without having someone so knowledgeable, accessible, and responsive advising us every step of the way. We both feel incredibly lucky to have them in our lives and constantly recommend them to everyone we know.

It gives me such peace of mind to work with a CPA who specializes in screenwriter clients. Trina…read moreunderstands how to maximize an S Corp while keeping it fully compliant, and she anticipates her clients' financial situations based on her thorough understanding of the industry. I particularly appreciate that Trina takes the time to make sure I understand where every cent is going and why in our check-ins. In the months between our meetings, she and Talin both immediately respond to my questions over email. Perhaps most importantly, they save me time and energy by keeping track of deadlines, fees, and compliance. I'm grateful to have my taxes, bookkeeping, corp management, and payroll all managed together in such capable hands.

I highly recommend Roubina at RG Tax Services for all of your tax needs. She's prepared my tax…read morereturns the last couple years now, and I've been impressed with her knowledge and professionalism. In particular, I've been grateful for her responsiveness and follow-through, during tax season, and throughout the year for tax planning. She's on top of everything, and makes sure that everything is in order, and on time. That's something, in my experience, you don't always find with tax professionals! Making appointments are a breeze, and I like the flexibility for in-person and virtual meetings. If you need a new tax professional, look no further!

Roubina is so wonderful to work with. Since the 2018 tax changes my taxes seem to be all over the…read morepiece. My husband and I have been doing well in our careers, and over the 5 years we've been married our salaries have more than doubled. As our salaries went up, what used to be refunds turned into owing taxes. I recently received a raise and was shocked to see an over 6% raise ended up only being a little more than $20 a paycheck. I knew it was time to enlist a professional to try and help me figure out our household's tax situation. I searched through yelp, looking through different CPAs, reading their reviews and looking at their websites. I was very impressed by Roubina's website, and since she knew how to do charitable gifts like Charitable Remainder Unitrusts, I knew she had a deep knowledge of taxes. After sending an email, Roubina responded and we set up a time to look over my situation. She sent me an intuit link (handy since I use TurboTax) and I sent over paystubs, and taxes for Roubina to look at. During our appointment Roubina called right on time, gave me some advice and options, and told allayed my fears. Turns out that since my husband and I make pretty good money, but don't have any children or a house, we just owe a lot of money in taxes. As mentioned before, she gave us several options, and even though likely I will have to pay more money in taxes, the peace of mind in knowing I'm doing the right thing now is priceless! She was so easy to talk to, and very warm sounding even through the phone. Roubina specializes in personal income taxes, so if you need help with your taxes, whether its what to do when you get a raise, or how to file your normal taxes, I highly recommend Roubina!

Carl has been providing me with tax advice for the last several years. He stays current on all the…read morechanges to the Internal Revenue Code, which is essential in tax planning resulting in maximizing my tax deductions and deferring taxable income when deemed appropriate. While a lot of tax preparers can put your income and deductions into the computer and generate an income tax return, only a few can assist you with the tax planning necessary to reduce your final state and Federal tax liability. Carl has the professional credentials and experience to do this and has certainly given me peace of mind knowing that I have done everything legally possible to limit the taxes I have paid.

We've used Carl for many years to help compile and file our taxes. He is prompt and always there to…read morehelp our family. Outside of tax season he is always reachable and helpful as well.