I appreciate James. He's very professional, always courteous and responsive. Completed our…read morereturns in a very timely manner. Thank you, James!

Can't trust this guy, full of errors on my tax return, he doesn't check his work and he relies on…read morehis client to find all errors for him.

The notary services I received were done swiftly. Standard pricing. I appreciate how kind she was…read moredespite my son was being a little booger in their offices. Thank you again!

I've been coming to Alisa for quite a few years now and have recommended my family and friends to…read moreher. She is quick and makes sure you are getting back what you deserve. She asks all the right questions to make sure of that. Sometimes you think claiming certain things won't make a difference but she always makes sure to check for you, and let me tell you, she has saved me thousands! If you want to sleep well knowing you taxes were prepared correctly and accurately this is the spot to come! Alisa is the real deal! And I am so grateful I found her business!

More than 5 stars! I highly recommend this tax accounting…read morefirm. They are extremely professional, deeply knowledgeable, and always responsive. Every time I reach out, they address my concerns promptly and clearly. Dana, in particular, is fantastic, she keeps her promises, offers straight-to-the-point advice, and truly goes the extra mile to help you.

Working with Dana has completely transformed how we view our business finances. Her attention to…read moredetail is unmatched; she is incredibly reliable and leaves absolutely no stone unturned. From providing expert guidance during audits to managing standard tax preparation, her proactive communication ensures we are never left in the dark. Thanks to her, our family business navigated through an audit smoothly, with no problems! What really sets Dana apart, though, is her demeanor. She is friendly and patient, bringing a sense of calm to high-stress financial situations that would otherwise feel overwhelming. If you want a brilliant, trustworthy CPA who treats your family business as a true partnership, I cannot recommend her highly enough!

Mr. Ron is a kind and helpful guy. I recommend him for your Tax needs. He explains things and he is…read morevery straightforward. Visits with him are simple and fast.

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.

Yenny provides my clients with her services and has done such an amazing job at ensuring they're on…read moretop of their taxes for both their personal and business needs. She's extremely quick at responding and is very proactive about her clients' situations. She answers questions before they even know what to ask. She's also very personable and does a great job at explaining the complicated tax information in ways that are easy to understand, without all the tax jargon. I definitely recommend using Yenny's services.

Yenny took time out of her day to answer some questions I had. She was very knowledgeable and kind.read more

My elderly mother got a FTB "Request for Tax Return" and the notice among other things was…read morecomplicated and threatened penalties and assessment based taxes, etc., I wanted to take no chance that this would be one of those endless back and forth issues between us and the FTB. Robert made it painless and was worry free, took care of things 100% and his prices for his services are fair and straightforward. If you need a CPA, don't hesitate to give him a call.

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.

I had such a great experience working with Patty to get my life insurance. She was very helpful,…read morepatient, and made the whole process easy to understand. I really appreciate how she took the time to answer all my questions and make sure I felt comfortable with everything. My mom has also been working with Patty for years, which says a lot about how trustworthy and reliable she is. I'm so glad I decided to work with her too. I highly recommend Patty to anyone looking for someone who truly cares about her clients and helps them find the right coverage for their needs!

Yes, this financial specialist were amazing. My advisor - JC, he's amazing & does explains…read moreeverything we need to know. TFA did my living trust review & we were satisfied. Perfect! I don't normally trust anyone specially in regards to our financial savings. But through the help of JC , we (husband & me), we believe in him, trustworthy. He spends time to explain to us word for word in a matter that a layman person will understand.

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.

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.

Very fast service and appointment is easy to make, parking lot a lot space , and a lot timing…read moreoption, can go any day after work Will come again Recommend Kail