I've been working with Jeff for over 10 years, and I can confidently say he is one of the most professional 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. read more

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

I had a very disappointing experience with this CPA firm. To be fair, I do believe my CPA had good intentions, and I understand that mistakes and miscommunications can happen. What really matters in those situations is how a company handles it afterward, and that is where this experience completely fell apart. My taxes may have been filed correctly, but the communication was not clear. I did not want 2026 quarterly estimated tax payments set up, and I never understood that this was what was happening. I believed the amounts shown were a payment plan for my 2025 taxes, not separate 2026 estimated payments. Because of the language barrier and the lack of a clear explanation, I did not understand what I was agreeing to. As a result, more money was taken from my account than I expected, which caused me to become overdrafted. When I reached out to get help resolving the issue, I was hoping they would at least acknowledge the misunderstanding and try to make it right in some way. Instead, when I spoke with William at the end, he was very unhelpful and basically made me feel like I was just out of luck. I was told there was nothing they could do, that I needed to deal with my bank myself to block future payments, and that they would not offer even a partial refund. That response is a big part of why I decided to leave this review. If they had simply handled the miscommunication better, shown some understanding, and at least offered a partial refund or some effort to make things right, I honestly think I would have been okay. On top of that, I feel the $700 fee was too high for the level of service and communication I received. Accuracy is important, but so is making sure your client actually understands what is being filed and what payments are being set up. Overall, I left this experience feeling confused, unsupported, and financially stressed. I understand mistakes can happen, but the way this was handled afterward was unacceptable. I would not use this firm again. read more

PAINLESS I've been going 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! read more

Even though I didn't need full tax filing services, one of the advisors patiently answered all my questions. The consultation was very helpful and resolved my concerns. Thank you. read more

Jeff has been my accountant since I moved to California five years ago, and I am still incredibly grateful for the referral that first brought me to him. From day one, Jeff and his team have guided me through every stage of both my personal and professional growth with genuine care and expertise. He helped me set up my business as a physician when I was working as an independent contractor, and later supported me through the transition to a hospital employee with how to best setup my retirement accounts to reach my financial goals. Jeff always makes sure everything is structured correctly, compliant, and financially beneficial for the long term. He always takes the time to explain options clearly and make sure I feel confident in every decision. What truly sets Jeff apart is that he genuinely cares about his clients. He takes the time listen, anticipates needs, and he constantly stays up to date on new tax laws so he can proactively help his clients take advantage of every opportunity. Whenever I have a question and email Jeff or his team, I receive a response within the hour. Jeff is truly one of a kind. I fully trust Jeff and could not recommend him more highly. read more

This complaint concerns a highly inconsistent and questionable pricing practice that has significantly undermined my trust in your firm. I was quoted twice--approximately two weeks apart--for the exact same tax return, using identical information and documentation. During both interactions, I was asked the same questions and provided the same answers, following the same checklist provided by your firm. Despite this, the second quote was over $200 higher than the original. Additionally, I was told the price could increase by another $50 after review. This raises serious concerns. If your firm requires a full review of documents to determine final pricing, then initial quotes should not be presented as reliable or meaningful. Conversely, if quotes are intended to reflect the actual cost based on known information, then there should not be such a large and unexplained discrepancy between two identical submissions. What is particularly troubling is that your representative acknowledged that pricing may fluctuate weekly. This suggests a lack of standardized pricing and creates the impression that fees are arbitrary rather than based on the actual work required. Clients should not be subjected to unpredictable pricing for the same service, especially when no new or additional information has been introduced. I chose your firm based on recommendations and its reputation for professionalism. However, this experience has been frustrating and has raised doubts about transparency and fairness in your billing practices. A difference of this magnitude for the same tax return is not minor--it is significant and unacceptable without a clear, detailed explanation. I am requesting a formal clarification of: Why two quotes for the exact same return differ by over $200 What specific factors caused the increase, despite no change in information Whether your firm has a standardized pricing structure or if fees are subject to change without consistency Clear, consistent, and transparent pricing is a basic expectation. Without it, it is difficult to move forward with confidence in your services. I expect a prompt and detailed response addressing these concerns. Additionally comments to your post. I will not waste my time going back-and-forth on this no issue however here's my rebuttal. Thank you for your response. After reviewing it carefully, it does not address the specific facts of this situation. Both quotes were based on an identical and straightforward filing profile: W-2 income and a single 1099, with no additional schedules, deductions, entities, or complexity introduced between consultations. The same information was provided, and the same intake process was followed in both instances. Given that no variables changed, your explanation regarding preliminary estimates and incomplete documentation does not account for a $200+ difference between the two quotes. Even allowing for estimates, a consistent pricing methodology should produce substantially similar results when the underlying inputs are unchanged. In other words, identical inputs should not yield materially different outputs absent a clearly defined and disclosed pricing variable. Additionally, I was explicitly informed that pricing may fluctuate on a weekly basis. If pricing is influenced by timing, demand, or proximity to filing deadlines rather than the objective scope of work, that represents a variable that should be transparently communicated upfront. To resolve this, I am requesting a direct and specific explanation: What changed between the two quotes, given that the underlying information did not? What pricing framework is used to ensure consistency for comparable filings? Are time-based or demand-based adjustments applied to client pricing? Without a clear answer to these questions, the discrepancy appears inconsistent with a standardized or transparent pricing approach. If no case-specific explanation can be provided, a straightforward acknowledgment of the inconsistency would be more appropriate. As it stands, this experience raises concerns about pricing reliability and transparency. Thank you, however your services will not be needed. Have a good day. read more

The quality of advice is really good. I had capital gains, W-2, and 1099 questions. William is very knowledgeable and answered all my questions with patience. I would highly recommend this firm! Definitely worth the price! read more

I have not engaged Jeff to do our taxes yet, but I had several questions about Trusts since my current CPA could not assist us with. He took time out of his day to assist us and was very knowledgeable. Hopefully we can engage him in the near future. Very professional. read more

I was searching around for a CPA to help prepare my 2024 personal tax return so I stopped by this place in person to ask about pricing. When I walked in, no one even bothered to ask if I needed help. I recognized Jeff and I asked him if he could provide a quote for tax preparation. Right off the bat, he seemed annoyed at my presence. He asked me some general questions about my tax situation and after getting my response, he immediately dismissed me, which surprised me since we didn't even talk about actual numbers. He said he didn't want to add extra stress to his staff because the AC wasn't working that day. I don't see why he couldn't have told me to come back or call in another day since this was early August and taxes weren't due until Oct 15. I was able to find another, more professional, accountant to file my taxes. read more

Truly the best! Jeff guided us through our small business formation, and Martin handles our bookkeeping and taxes (both business and personal). There's nothing more reassuring than knowing these guys are a phone call or email away - as a small business, we really value the personalized services and care, and the team's willingness to find a cost effective solution for us. We found them by chance, and it was one of the best moves we could have made for our business. Highly recommend! read more

I have used this High quality service for over 8 years for preparing and submitting California and Federal tax returns for my personal income and also for a Trust with rental income properties. Mr. Huang is highly knowledgeable about preparing tax returns personal and commercial. He responds in a timely manner to inquiries and requests. What I find most useful with this company is the client portal where I can upload documents and files instead of delivering or mailing those to his office. Everything is confidential and secure in the portal. I am able to e-sign the returns. Mr. Huang's office sets up an appointment for me to conference with him and pick up a folder of the printed copy of the tax returns when all is done. Excellent value for the expertise service. read more

This CPA office is too secretive. I felt really uncomfortable with his comments "I have to find out more about the company and there must be an agreement using our service first ". I looked for new CPA office that can provide guidance and wanted to find out if the service fits my company needs. I didn't understand why so secretive. How could I judge if you could be our longevity accountant? I asked for the price of service. It is acceptable to me. Value of money is not my concern. I felt very disappointed. read more

Been going to Jeff for a few years, wouldn't go anywhere else. Very professional, honest, helpful, nice. Would recommend him to anyone seeking out a professional CPA. Thank you, Jeff! Dan and Julie D. read more

Have been working with Jeff for years. He is very helpful as always and got a more streamlined system for tax returns. He give great advices and tried his best to explains them, over and again if I have trouble understanding. It's always a pleasure working with him, even tho taxes sucks..... read more

They never called me back, after I left a message with a receptionist. Not sure if they want business?

I've been going to Jeff for a couple years now. Him and his staff are incredibly professional and friendly. He is exceedingly patient and answered all my questions without rushing me out the door like my last CPA did. If you're in need of a trustworthy accountant, Jeff is the person to go to. read more

This is the second year we've used Jeff Huang to prepare our taxes. The entire process was effortless. Their portal is so easy to use when uploading and downloading documents. He's thorough and responsive. He reviewed our tax return via Zoom and answered all our questions in detail. I highly recommend him and will be a repeat client for years to come. read more

Mr. Jeff Huang is our accountant for many years; he provides excellent services for tax advice, business setup and tax return for both our personal and business. Jeff definitely is the most professional, and friendly CPA we have ever worked with. He and his firm are highly knowledgeable on both personal and business tax laws and he is always very patient to answer our questions and explain our options on many situations. Mr. Jeff Hwang always explains very details on tax items; summarizes, compare and analyze with previous years data Besides the newsletters; another service I like so much from Jeff's firm is their client portal; it is secure, easy to use and very effective. We can upload all our documents to client portal for tax preparation. We can proceed to next steps through Zoom meeting; documents sign and submit tax documents. All processes through the option of remote operations. It is very efficient; especially for us, live not close to office. This also shows how Mr. Jeff Huang cares about his clients and provides considerate services. With Mr. Jeff Huang's professional service, analyze data thoroughly and cares for details; I highly recommended Jeff and his firm to my families and friends. Now my sister's family also uses Jeff's firm and she is 100% satisfied. read more

We were looking for a new accountant and reached out to Jeff based on the reviews his business received on Yelp. Four years later, many members of my family are also Jeff's clients. Jeff is meticulous, thoughtful and lays out his reasoning on everything he does clearly and patiently. That is precisely what I want in an accountant so I don't get audited! Highly recommend him. His team is also very on the ball. read more

Absolutely terrible initial experience. After putting in for a free consultation via Yelp, i got a call back from his 'office manager'. She didnt seem to understand anything about taxes and couldn't provide any real information about HOW they could help me. She heard I'm W2 and not 1099, and the door just shut. Nothing about potential tax strategies, real estate investments, or the handful of other things that I, as a non CPA know about. She started the call by asking me how she could help, which was completely described when I first typed into the Yelp request. I re-explained my tax situation and how simple it is, but I need professional help to reduce taxes. The first thing out of her mouth was that it costs $450 per hour to speak to Jeff. THEN she says they cannot help because I dont have a 1099 and there is *Nothing else they can do for me. I asked how she know, was she a CPA? She claimed she was! I didnt get any help, and i dont think you will either. read more

This was my first year with Jeff and I am so glad I found him! His deep tax experience was incredibly impressive, given his experience working as a corporate controller and decade+ serving the OC residents like myself to simply and clarify our tax filing process. Jeff provided tons of insight into how my family can best position ourselves in the future to have the most favorable tax outcomes. Lastly, but most importantly, he gave me an HOUR of him time to simply meet and talk to me about my business ventures and provide his professional guidance. I have never worked with a tax professional who is as humble and kind as Jeff. Highly recommend! read more

Bad service never called me back and prices too high lady called me after about two weeks trying to get a hold of them. I haven't been trying to get a hold of him mention anything about it until after I sent numerous messages. read more

Jeff Huang CPA has been my accountant for 10 plus years and has been excellent. He helped resolve several issues that a previous accountant had gotten me into . Always top notch work . read more

My wife and I needed a CPA for last year's tax season, and we're very happy that we found Jeff and his team. Jeff was very informative with some tax saving methods that we've never known before, and was very communicative leading up to filing our taxes. If you're looking for a CPA for your next tax needs, I'm very confident that you'll find a lot of value and satisfaction with Jeff Huang and his team! read more

Jeff is an absolute pleasure to work with. Him and his team answered all my questions with great detail and promptly despite the tax time crunch. Communication via Zoom when necessary made it easy to go over important details. Thank you Jeff and team for your help! read more

Very organized and knowledgeable. The staff is extremely responsive and efficient. The services provided are timely valuable.

Jeff is very professional and knowledgeable; he is comfortable with dealing with medical professionals. He has made my transition into my small business very easy. read more

Unhelpful consultation with a staff who could barely speak English

Jeff was extremely helpful in figuring out my situation since I sold my investment home in AZ and parked it in a 1031 exchange. Jeff and crystal were very responsive and very helpful in explaining the process and letting me know what was taking place and what to expect. read more

I am a new physician who started a new job as a private practitioner. Needless to say, being a private practitioner carries a multitude of financial strategies to optimize your business. None of these are taught to you during medical training or residency. I decided to use Jeff as my CPA and he clearly has a lot of experience with other individuals like myself and was able to clearly explain the various tax/finance strategies that would be most beneficial to me. Not only was consulting him so helpful in learning how to manage my business, he was also extremely professional, timely, and communicative. Furthermore, his support staff members in his office are also excellent communicators as well. If you are starting a business fresh like myself and do not have a lot of experience, I would not hesitate to use him. read more

Jeff was nice and professional, and his people were responsive and courteous. There were some miscommunications here and there, but I just shrugged them off, since nobody is perfect. He made a mistake on my tax return, which seemed like no big deal at first since it was just an unchecked box. However, when I was applying for a loan, the bank asked for it to be corrected, and he wanted to charge me $300! For a mistake he made that he needed to correct? No thank you, bye-bye! Response to CPA comment: taxes already filed. No disengagement letter sent/received, nor refund of tax filing fees read more

We have been working with Jeff and his team for years and couldn't be happier. The level of responsiveness and expertise relative to cost is a real plus. Our tax situation is rather complex incorporating 'newer' investment instruments, his team was able to walk us through the entire process. Jeff, also goes the extra mile to discuss tax-saving scenarios to reduce the burden of liability each year. His financial models have been extremely helpful by providing the necessary context to these tax savings measures. Thank You Jeff! read more

I am not sure why I got the response (image) from the business. I will be taking my business somewhere else where they have the decency of responding appropriately even when declining to accept new customers. read more

Jeff Huang, CPA - How's this for first impression. - Accountants Near Me - Alhambra, California

I've been looking for a trusted CPA for a long time now. Jeff and his team are knowledgeable in their field and extremely patient. They make sure you fully understand the documents and offer great tips on how to organize your papers. They are also quick to respond, which makes the process that much better. read more

Jeff is extremely knowledgeable, and answers all questions promptly! When he sets a timeframe, he always meets it! Working with Jeff is the best choice you can make! More than a fair price as well! He will go over and beyond what is necessary to get the job done. I would recommend him to everyone! read more

Both Pat and Crystal helped me through my first tax return process this year. They were both very knowledgeable and gave very clear and concise answers to all my of questions. The process was relatively easy too! Just handed in a couple of documents and answered a few questions. Now I feel much more comfortable and have a better understanding of how tax returns work. I would definitely recommend them to anyone looking for more guidance with their taxes. read more

I have been Jeff's client for the past 4 years, both personal and business, and I couldn't have been happier with him and his service. Jeff is very knowledgeable and his attention to detail is second to none. His assistant Ivy was also fantasic. I have received nothing but excellent service from Jeff and his team. Highly recommend. read more

Jeff is the man to ask if you have any tax questions. He is very patient, knowledgeable, and willing to help with your tax needs. He will take the time to explain tax laws and will also help you set up a tax plan so you can reach your tax goals. He definitely has his client's best interest in mind! I highly recommend his service! read more

I have been doing my income taxes with Jeff Huang for about 4 years and it's been great. He has been very professional and helpful with my taxes and recently helped me when it comes to everything tax related with my questions on selling and buying property. I know I can be worried free with him handling my taxes. His team is very polite and communication is great. read more