Cancel

    Open app

    Search

    Kalter Financial Group

    4.8 (18 reviews)
    Closed 7:00 am - 3:30 pm

    Services - Kalter Financial Group

    Current year tax preparation and filing

    Estate planning

    Inheritance planning

    7 More Services

    Insurance planning

    Investment management

    Past year(s) tax preparation and filing

    Payroll services

    Retirement planning

    Audit and conflict resolution support

    Tax planning

    Kalter Financial Group Photos

    You might also consider

    Recommended Reviews - Kalter Financial Group

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    6 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Helpful 1
    Thanks 0
    Love this 1
    Oh no 0
    Photo of Tina A.
    299
    9
    0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    6 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    6 years ago

    Great service. Knowledgeable. Eric is our guy and saves us a lot of money. $$ he does our personal taxes and business taxes.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    6 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    6 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    6 years ago

    Helpful 2
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Bob C.
    0
    11
    0

    6 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Wes S.
    45
    9
    0

    7 years ago

    John has been doing my taxes for years, couldn't imagine goign anywhere else. Top to bottom fantastic

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    6 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    6 years ago

    John McAlese has been doing my tax's for years and always provides excellent service. Service staff are always polite and professional.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Tim R.
    0
    16
    0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Kalter Financial Group

    Review Highlights - Kalter Financial Group

    We have been clients of Eric for over 30 years and have been extremely happy with the service his firm provides.

    Mentioned in 7 reviews

    Read more highlights

    You might also consider

    Verify this business for free

    People searched for Tax Services 5,084 times last month within 15 miles of this business.

    Verify this business

    Yenny Kotani, CPA

    Yenny Kotani, CPA

    (21 reviews)

    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!

    Kalter Financial Group - taxservices - Updated May 2026

    Loading...
    Loading...
    Loading...