James has been my tax preparer for a few years. Super easy to work with. Just email him your tax…read moredocs and questions. He is quick to respond and handles my tax filing in no time. Professional, stress-free and fairly price. Highly recommend!

James is hands down the best CPA I've ever worked with. He is extremely knowledgeable, patient, and…read morethorough, and he took the time to explain everything clearly so I fully understood my tax situation--especially with my S-Corp, which can get complicated. He is very responsive, organized, and professional, and I felt completely confident knowing my taxes were done correctly and strategically. He didn't just file my return; he made sure I understood the plan moving forward, including quarterly payments and compliance, which gave me real peace of mind. If you're looking for a CPA who is honest, detail-oriented, and truly cares about helping you stay on track financially, I highly recommend James. You will not be disappointed.

Alisa has helped us two years in a row. She has made doing our taxes so easy and seamless!read more

The only regret I have is not finding Alisa years ago!! I received the exact same level of service…read moreas the last three accounting firms I worked with who charged A LOT more. She was quick, efficient, friendly, and I will definitely be using her for tax prep going forward.

update to our Oct 17 2025 review... Dana called right back…read moreand helped us dispute the additional Penalty, we signed our form for her to represent us. She did a great job & let us know the procedure. We eventually got our additional penalty money back. We appreciate her work & efford to help us. We will continue using her & her office to do our tax in the future.

After owning a small business for 12 years, I've been through my share of CPAs. Dana and her team…read moreis the most available and ready team I've worked with. Dana goes over the numbers, explains them in a way that makes sense, helps create strategies for the near and long-terms goals instead of just saying do it or don't do it and we'll figure it out. The team went over my previous returns, past goals, and explained where things were aligned and where it may have been misaligned. Dana shares her experience, expertise, and connections to facilitate a more efficient system for my family and my show. She has been available for questions at every moment and I have the upmost trust that she is constantly looking over my files personally. Can't recommend Dana and her team enough!

Ron has filed my taxes for me the last couple years and I have no complaints…read more He helped me itemize my taxes at a fair cost for a larger overall deduction, that I was not expecting. He responds outside of business hours and he answers questions quickly. He's helping me in terms of both money and time.

I have gone to Ron for over 20 years now and never a problem, always get the maximum legal…read moredeductions, and Ron is always cheerful and easy to work with. I look forward to going each year.

This is a long review, but I feel like it still doesn't do Yenny any justice for the long hours…read moreduring tax season. Yenny is an amazing CPA. I contacted several CPAs before finding her, and many of them either made me jump through hoops just to speak with an actual CPA or didn't fully understand my tax situation. My case was fairly complex, involving multiple state filings, the sale of property, and catch-up depreciation. As I explained my situation, Yenny immediately understood exactly what was needed. In fact, she mentioned Form 3115 before I even brought it up myself, which gave me a lot of confidence in her expertise. She has been incredibly thoughtful, precise, and professional throughout the process. Her knowledge of the tax regulations is clear, and she handled everything with competence and care. I highly recommend Yenny to anyone looking for a knowledgeable and reliable CPA.

While we're set for the 2024 filing year, my husband and I definitely plan to meet with Yenny…read moreKotani for 2025. I did call her just to briefly consult, and she was super helpful and friendly and knowledgeable. While Brea is a bit out of the way for us in SGV, she agreed that everything could be done electronically, so I'm so excited to finally have a professional CPA helping us once again and not just me fumbling through turbotax/Chat lol. Thank you, Yenny! Wishing you well the rest of the year and look forward to talking to you in early Feb 2026!

Robert the Bruce did a stellar job defending me against the IRS. The IRS was demanding that I owe…read moreabout $15,000 in taxes. Anyone I spoke to for help was actually leading me down the wrong path that would ensure I would still owe. Mr. Bruce was the only person out of all the tax attorneys and tax accountants and IRS agents who gave me effective education on how to defend myself against the IRS. He knew everything right off the bat and didn't have to look anything up. It was obvious from my consultation that he was the only specialist who wasn't clueless. I was very anxious and emotional during the consult, and he was very calm and empathetic and stayed on the line with me the whole time to answer every single question thoroughly. It took him only a few minutes to file my taxes, and he brought the $15,000 down to -$16,000, meaning the IRS ended up owing me money. Thanks to Mr. Bruce, I saved (and made) money. Had I gone with all the other tax agents, I would have owed money. Robert Bruce is a life saver and a great guy.

Robert's customer service is absolutely terrible and he does not know how to run a business…read moreprofessionally. I would not recommend his services due to his lack of professional amongst other things. If you need any help with your taxes be sure to find someone else.

Manny and his team are so welcoming and down to earth. I was very new to the space of life…read moreinsurance etc and his team took me by the hand, explained everything to me and made it make sense. So happy to have them on my side, I know I can go to them at any point with questions or concerns. I HIGHLY recommend TFA!!!!

Great assistance on 401K rollover and Annuity partial withdraw (if you don't withdraw when your are…read more73, then IRS automatically takes half) Life Insurance on 2 of my granddaughters! Everyone involved was attentive and followed up to make sure I was satisfied! Highly Recommended .

After needing to find a new reliable CPA/Tax preparer, I stumbled upon this company through Yelp…read more I called the office and was greeted by Vince. I let him know what I was looking for and what my taxes would entail. We set up a meeting in person, although not necessary, but I felt it was better for me to do so. Vince was super knowledgeable and clarified a lot of information I was told in the past, but was not 100% true. He got my taxes done in a timely manner and it was a super straightforward process. I'll be coming back to Vince for my future tax needs!

Mike and his team are very professional and has done our personal and business tax returns for many…read moreyears. He's highly experience and promptly answers your questions unlike a lot of accountants. I highly recommend Mike and his wonderful team.

Brian Montañez was super helpful. I've never filed my taxes with a tax professional before and he…read moremade everything super smooth and easy.

Kail is the guy. Just moved to Rancho and needed to find a local place that would be patient enough…read moreto deal with my private contractor status . He guided me through optimizing my documents in the most favorable way possible. Thanks for accommodating me.