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.

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

We started our business not wanting to deal with THAT side of it - the details and information…read moreoverload that distracts us from our core work. We knew Patria for many years already, so it was an easy call to bring her onto our team. It's been incredibly helpful in ways we could not imagine. She's always on the ball with deadlines and filings (taxes, city records, etc) that need doing. It's actually saved us money time and time again with the things she comes up with. Many accountants are pushy and not tolerant of less-than-perfect clients' books or systems: ours is changing and less-structured, but she deals with it so well. Even prioritizes paying bills etc according to what WE think is important. It's always a pleasure to deal with her, and we have that great "taken care of" feeling. HIGHLY recommended!

Resposiveness is essential for any decent business. I called twice, left a detailed message, but…read morehave never been called back. Huge red flag - that behavior promisses problems/headaches in the future.

We were looking for an accountant to help manage our taxes, as we are not familiar with the…read morecomplexities of tax deductions. We were fortunate to work with Dylan, who was professional, patient, and thorough throughout the process. He asked targeted, clarifying questions and took the time to understand our complete financial picture. Ultimately, Dylan helped us secure a tax refund that was significantly greater than we anticipated. He is highly capable, personable, and demonstrates an expert understanding of his field. We highly recommend his services.

Cannot thank Andy and his team enough for all the work they do. Clear, cut and straight to the…read morepoint. These are the type of people you want working for you!

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.

PAINLESS I've been…read moregoing to Jeff for my taxes for 3 years now and it is the most simple, seamless, stressless process I've ever had. A lot of document exchange is done through a portal, so it's secure quick and at my convenience. Every year we get a quick touch in before my taxes are sent off and boom all done. Found him on yelp and it would be wrong for me not to mention how much I enjoy his service. Great tax group!

I have been coming here for years, and I always feel listened too and well taken care of when I do…read moremy taxes

I've been coming to Roxy's Taxes for a few years now. They are very quick and efficient. I wouldn't…read moretrust just anyone to handle processing our forms. They are the best, and very knowledgeable about upcoming years changes and what to expect. I will happily refer anyone to them.

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 have been coming to David for about 7 years of ridiculous tax filing and never once have I been…read moreturned away or late. My taxes through the years have always been a mess. I used to freelance in the movie industry and I had piles and piles of 1099s and an assortment of W2s. Now that I freelance as a creator, I have even more expenses and etc that David and now Raymond have had to wade through. With every job change or additional thing, They ALWAYS know how to handle it and file everything perfectly and on time and by the book. I cannot recommend them enough. I even moved across the country and I STILL send all my taxes back. They have my business for life!!! If you're buried under a pile of taxes and nonsense from taxes, these are your folks. Small business, family owned and ran.

Dana is the best of the best. She is professional, organized, thoughtful, knowledgeable, reliable,…read moretrustworthy, communicative, and an overall pleasure to work with. Our organization hired Dana based on a fantastic referral from our CPA. Dana quickly adapted to our dynamic business and proved to be an immediate contributor over-delivering in all areas. Dana was instrumental in helping our organization restructure and implement new processes and systems to ensure our books and accounting/finance functions were organized, efficient, and compliant. She worked closely with our CPA and Board leadership to reconcile and resolve multiple, complex issues and her calm demeanor was unwavering through many ambiguous situations and circumstances. A true team player, Dana proactively identified opportunities to provide further support to the organization and offered to absorb additional responsibilities when needed. She is an excellent communicator and very reliable: deliverables were consistently provided within time and scope and she was always timely for calls and meetings. Dana continues to be a trusted asset providing endless value and support to our organization. Without a doubt, I would recommend Dana for your bookkeeping and accounting needs!

Dana worked with our company in reorganizing our entire financial process which provided us with…read moremore time, clarity and assurance in moving forward as a small business. Her work ethic, guidance, and foresight were indelible and she was an absolute pleasure to work with.

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.

The person who had been preparing my taxes the past decade wasn't available, so I submitted a quote…read moreto S3K and a few other tax preps. Portia responded quickly and gave me her price, which was reasonable. She was very responsive since I'm a new customer and we needed to ensure the details were accurate. I uploaded my forms using a secure portal she provided and had my return soon after. She also guided me through submitting my 1040 payment online. Her process was simple and she was very professional. I definitely saved a lot of time with Portia and S3K.

This is my second year working with Portia for my taxes. Her services are timely and very thorough…read more I would highly recommend her if you are looking for someone to do your taxes.