Kathy, my CPA for 3 or so years now, responds super fast, even at crunch time. She is direct and to…read morethe point, wasting no time, and always punctual. She charges a fair price and helped me get a substantial refund last year. Cuz of an annoying K-1 that always comes late, I have to file an extension every year, but she has been appropriately conservative in estimating the amount I should pay both the IRS and FTB just in case on Apr 15, making my refunds even more pleasant of a surprise lol. She's also helped me with my dad's tax returns. Thank you! P.S. I think I already alluded to this earlier, but to emphasize in this day and age of stupid inflation: her prices are very reasonable, at least based on what I just read chatGPT says I should expect for our return's degree of complexity. Shoot, does that mean if she reads this she will raise her rates? I hope not hehe

I've been going to Kathy for the last 5 years I believe. She's direct , honest , knowledgeable, and…read morepersonable. When I have a question about taxes , I just ask her and she's usually quick and responsive. They have you upload docs on their portal so once you go to your appointment, you're in there no longer than 20 minutes making the experience even better; Quick ,Efficient, and seamless. Highly recommend her.

Sam (CPA who prepared my return) and Stan (office manager) did a fantastic job handling my and my…read moreparent's taxes this year, which were both more complex than usual. Communication was excellent ... quick, clear, and at just the right level. Most of my questions were answered quickly through their portal or via a quick call. Their portal is easy to use & efficient. I liked that I could actually see how each document was used, with markers showing exactly where numbers were pulled from in the PDFs. Their fee was reasonable, and I believe I more than made that back through their expertise. They caught items that my previous tax preparer missed, which made a real difference. If your taxes involve more than just basic W-2s or 1099s, I highly recommend working with a knowledgeable CPA like Sam. She and Stan are both great to work with. ------------ NOTE: This review is entirely my own and written solely at my own initiative. No one asked or incentivized me to write it, and I have no prior relationship. I wrote it myself from scratch, and I did not use any artificial intelligence tools to write or edit it.

We have worked with Sam for the past two tax years and have nothing but the best to say about our…read moreexperience. Sam is highly responsive, attentive, and organized, and she makes tax season significantly less stressful for us than it otherwise would be. All we do on our end is find/upload our tax documents; Sam and her team take care of the rest. Excel Tax Group is fantastic and we look forward to continuing to work with Sam in the years to come.

Another tax year book closed. They are amazing. I organize my documents and submit them online…read more Then like magic my returns are prepared, submitted, and I know they were done right. They are tax experts and the only ones I will trust to handle my complicated assets. Worth every penny spent for their services.

We went with Sarah Nagel having moved from the Inland Empire area last year. I believe her office…read moreis in the Weisz & Weisz building. We found her to be knowledgeable, efficient and technology driven.

Jeff is great to work with. He and his team are always professional and one-on-one discussions feel…read moremore like talking with a knowledgeable friend instead of a CPA just doing their job as quickly as possible to move onto their next client. It's hard finding a trustworthy CPA and I'm thankful to have found Jeff.

I highly recommend Jeff for his exceptional service and expertise. After reaching out to six…read moredifferent businesses regarding my situation, Jeff was the only professional who provided truly accurate, clear, and productive advice. Even though we did not end up moving forward with a formal service, he remained incredibly patient and took the time to explain every detail of my case. His professionalism and knowledge are outstanding, and I would absolutely trust him with future needs.

I had an excellent experience with their tax services. The team was very professional,…read moreknowledgeable, and helpful throughout the entire process. They took the time to explain everything clearly, answered all of my questions, and made the whole process simple and stress-free. I truly appreciate their attention to detail, honesty, and great customer service. I highly recommend their services to anyone looking for a reliable and professional tax service. I will definitely be coming back next year!

The friendly professionals at EA Tax Resolutions are knowledgable and efficient. They offer…read moreup-to-date software to help facilitate completing returns, and with easy electronic filing, you'll receive your refund right away. Avoid the stress, procrastination, and headaches that come with filing your own return. For credit purposes, many leasing agents will require a professionally prepared return. Get busy and contact EA Tax Resolutions now. You'll be glad you did!

I must join everyone else and give the highest ratings to this firm, especially my collaboration…read morewith Tai on tax preparation. He is detail oriented, thorough and provides very useful information on the tax code and the actions we take together. I have worked with him for a number of years and he makes paying your taxes as pleasant as they can be, under the circumstances. lol The prices are also very affordable !

I find it disappointing when a business responds to a negative review primarily by defending its…read moreactions rather than taking the opportunity to understand the customer's concerns and acknowledge where its communication could have been better. Since the owner has now responded to my review, I would like to address each of her three points. 1. Roth conversion calculations We were never told that calculating the Roth conversions would involve an additional charge. Had we known that, we may have reconsidered having the calculations performed. More importantly, regardless of whether there was a charge, the calculations provided to us by Tai were incorrect. He sent the calculations to us twice, and both versions were wrong. These calculations involved our actual tax liability and potential Roth conversion decisions. Providing incorrect tax calculations is a serious concern because a client could reasonably rely on that information and potentially make financial decisions based on it, which could result in an unexpected tax liability or penalties. The issue was therefore not simply whether the calculations were included in our client copy. The issue was that the calculations we were given were incorrect. 2. Mortgage interest The owner's response says that our mortgage interest statement was included in our return and that the information was used in determining whether itemizing deductions or taking the standard deduction was more beneficial. That was never clearly communicated to us by Tai. He did not explain that the mortgage interest information from the prior year was being used in that way, nor did he explain how changes in our mortgage-related expenses could affect that calculation. Mortgage-related expenses can change from year to year. For example, changes resulting from a loan modification or restructuring, property taxes, insurance, or other changes affecting our mortgage could potentially affect the itemized deduction calculation. As clients, we should have been given a clear explanation of how that information was being handled rather than having to infer it afterward. 3. Filing date and payment date This is the issue that concerned me the most. My complaint was never about whether Smart Tax & Accounting has a procedure requiring final client authorization before filing. I understand that authorization is necessary. The issue was that authorization to file and confirmation of when the return would actually be filed are two different things. Tai asked us to authorize the return, but he never confirmed with us when he would actually file it. He did not ask us what filing date we preferred or confirm the date on which the return would be submitted. That distinction matters. A client may need a refund by a particular date, or conversely, may need to make sure a tax payment is withdrawn on a particular date. Simply providing a payment date somewhere in the documents is not the same as clearly communicating and confirming when the return will actually be filed. For me, this was a communication issue, not an issue with Smart Tax's general authorization protocol. Overall, I am disappointed that the owner's response does not appear to address the actual concerns described in my original review. Instead, several of the points seem to explain why Smart Tax's procedures were technically followed without addressing whether those procedures and communications were clear and accurate from the client's perspective. I am leaving my original review in place because it reflects my actual experience with Smart Tax and the problems we encountered. I believe prospective clients should have the opportunity to hear both sides of the experience. If the owner would genuinely like to discuss what happened and review the facts of our particular situation, I am open to continuing the conversation through Yelp.

I really appreciate how responsive Michael is. He gets back to me by email and message within hours…read morevs. a CPA recommended to me who took 13 days to reply to my email. Taxes were handled remotely which was awesome. I just really liked how easy Michael made it.

Choosing to do my taxes with Peoples Choice Tax for the first time was a great choice. Scheduling…read morean appointment was easy. During the appointment, Maria was very knowledgeable and friendly. Everything was handled during my appointment professionally, effectively and all my questions were answered at once. I received very quick replies when Communicating before and after my appointment . Thank you

Ms. Irene Li is extremely responsive. She is fast, accurate, and friendly. Compared to CPAs I…read moreworked with before, she is very easy to work with. She is quick in her response, very accessible, and efficient. I also appreciate her proactive advisory. Instead of passively processing papers, she provides ideas and solutions with expertise. I feel like she put care and attention to my tax work and feel treated with respect. This is the first year I am partnering with her. I am looking forward working with her more in an expanded capacity. I feel very fortunate to have found her.

Fast response and met with Irene in person! So far, she's been great and smooth in the process.read more

I have had an amazing experience doing all my taxes with Peshke Financial. The team is organized…read moreand gets everything filed and completed in such a timely manner. Makes this time of year beyond easy. Thank you!!!!

Chad and his team are awesome. Super quick, organized, and on top of everything. Chad gives solid…read moreadvice, and the whole process is smooth and easy to follow. Honestly, I'm so glad I found them.

I was referred to Taxpros Plus by a coworker who has been using their services for years. From the…read moremoment I called, I felt welcomed and I knew I was in the hands of professionals! They have always offered me convenient appointments (even when it was close to tax day and I'm sure they were very busy)! Jean has explained everything to me and answered all of my questions patiently and with exceptional knowledge. He even looked into a matter I had during a previous tax year for me although it was prior to me ever being their client. Their office is conveniently located right off the freeway in San Clemente. It's a little bit of a drive from where I work, but it is worth it. They have plenty of free parking so that's never an issue. They are prompt to respond via text or phone when I reach out to them. I even love the little reminders they send to me during the year - sometimes with a little (useful!) gift like a magnet with a beautiful photo of the pier, a glasses cloth, and a few others. I hate when businesses send you junk that is cheap and ends up in the trash - and this is never the case with these guys! Their fee was very reasonable and affordable. Hopefully I won't always wait until the last minute to call them, but I know if I do, they are still just as friendly and accommodating as if I were calling well before tax day!

The business is welcoming, friendly and professional. My preparer was kind, courteous and…read moreknowledgeable. Will definitely use them next year.