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 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!

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.

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'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.

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

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 dont recommend this place to anyone i had the worst…read moreexperience very disrespectful and not very experience tax preparation my brother john had issues with irs when he did his taxes 2022 i did my taxes 2021- 2025 and had issues with irs

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.

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.

Portia is quick, dependable and extremely efficient. My taxes are not easy and she is able to get…read morethem done, from start to finish, in a couple of days. All systems are in place to make the process quick and easy. Thank you Portia.

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.