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    Kugelman Law

    5.0 (3 reviews)
    Closed 8:30 am - 5:00 pm

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    Response time

    30 minutes

    Response rate

    100%

    Services - Kugelman Law

    Current year tax preparation and filing

    Government law

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

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    Ask the Community - Kugelman Law

    OC Wills and Trust Attorneys

    OC Wills and Trust Attorneys

    4.9
    (170 reviews)

    Believe all the five star reviews!…read more We just completed our restated living trust document package with Brian Chew in a timely manner. From start to finish, everything went smoothly. Communication was great and documents are thorough. They have developed a very organized and efficient process that manages to be both professional and personable enough at the same time. We were fortunate to meet with Brian in three separate meetings. Each meeting had a specific purpose in getting our documents completed in a logical and efficient manner. Brian is very knowledgeable and answered all of our questions expertly and transparently. The notebook we left with is thorough and guides us step by step on "next steps" to complete our estate planning. I love that we paid a flat fee that includes the ability to call them should we have additional questions as we complete the process. Getting a living trust document prepared is something that one tends to procrastinate on doing. If you want a firm that makes the process as painless and smooth as possible, choose OC Wills and Trust. They check all the boxes and then some.

    Had a free 1 hour consultation with Brian. I really appreciate the advice that Brian gave us. I…read morelike how the staff members do not look over-worked. The staff members are very friendly, from the client intake specialist to the office front desk. I had a really pleasant interaction with Client specialist Michan. She is very competent and efficient.

    Excel Tax Group

    Excel Tax Group

    4.9
    (97 reviews)

    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.

    Kugelman Law - taxlaw - Updated July 2026

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