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    Herbert Financial Group

    4.8 (17 reviews)
    Closed 8:30 am - 5:00 pm
    Updated 1 month ago

    Request a consultation

    Response time

    6 hours

    Response rate

    100%

    Services - Herbert Financial Group

    Accountants

    Business consulting

    Business filing for current tax year

    7 More Services

    Individual filing for current tax year

    Current year tax preparation and filing

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Audit and conflict resolution support

    Tax planning

    Herbert Financial Group Photos

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    1 year ago

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    1 year ago

    Caring service! Smart folks took with. Appreciate their diligence. Will be back soon and wife likes them too.

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    Andy H.

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    6 months ago

    Theo is a great advisor and very passionate about cryptocurrency and investment advice.

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    Andy H.

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    Andy H.

    Thank you Narda. We appreciate you and the kind words

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    1 year ago

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    Review Highlights - Herbert Financial Group

    Andy is definitely the most accommodating and best well dressed closer that they have.

    Mentioned in 4 reviews

    Read more highlights

    Anderson Chen, CPA

    Anderson Chen, CPA

    (7 reviews)

    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.)

    Herbert Financial Group - taxservices - Updated May 2026

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