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!

My family and I have been loyal clients of OC Financial Services for years. The owner, Irene, is a…read moretrue expert and incredibly compassionate; she always goes the extra mile to ensure everything is explained thoroughly. This year, Michelle handled my taxes; she was so professional, knowledgeable, and patient with all my concerns. I can't recommend them enough, the entire staff is truly amazing!

My experience with OC Financial Services was great from the initial phone call. When our…read moreappointment with Irene,for tax advise,she listened to our concerns and gave us answers we could understand. Irene went way way beyond what we expected. The whole office was very accommodating and pleasant .We did not feel rushed one bit.Thank you Irene and staff for your caring manner.With out hesitation we will be back!

Waters Bookkeeping is a Godsend for any business. Ive been using Quickbooks for over 20 years and…read moreas I know it pretty well on the business side , Becca really knows it inside and out especially in the accounting side. She's even taught me a few tricks that are super helpful. Her hourly rate is incredible when factoring in how much she can do in such a short amount of time. 100% Recommend! Having multiple businesses, she's the best I've ever found. Thank you Becca!!!

Highly recommend this business, needs help in clearing out some QB entries and she showed up right…read moreon time and fixed the problem quickly.

Travis is legit! My husband had been getting his taxes done wrong for years, so we decided to meet…read morewith Travis and we're so glad we did. Not only does he do taxes, but he's also an accountant who can help you start a business from the ground up. Travis was very friendly, but more importantly, he was honest. He took the time to explain our taxes and gave us clear, straightforward advice about starting a new business. You can tell he's been doing this for many years and really knows what he's talking about. Meeting with him made me feel confident that we could trust both him and the work he does. Even though he's based in Fullerton, he has an office and I'm sure you can also connect with him he's on asocial media and has a website with all his information We definitely plan to keep coming back for years to come. I highly recommend Travis if you're looking for someone honest, knowledgeable, and easy to work with. Thank you, Travis!

I've been using Tandy Consulting for the past few years, and the experience has been excellent. He…read morecompletes our taxes quickly, makes the entire process effortless, and takes a lot of the stress out of tax season, especially for my wife, who usually gets pretty anxious about taxes. Communication is smooth, everything is handled efficiently, and I always feel confident things are done right. Highly recommend his services.

I went here because of positive reviews but I'm highly disappointed…read more Owe a lot of money towards federal and honestly if the accountant wanted to go above and beyond, they would ask for extra info to help you write off a lot of things you have to pay for through out the years but this place does the bare minimum. Even used the old address that we no longer lived at when we literally wrote down the current address so now we have to jump through hoops just to get our state refund.

Michael is very knowledgeable and professional. It has been more than 10 years, that we are his…read morecustomer. We trust that he is the best. Thanks Michael

Brandon literally saved my life (and my taxes). I was in a desperate situation with back taxes…read moreneeding to be filed and he got everything caught up in a matter of days, plus found me more money than I ever anticipated. I will recommend him to everyone and couldn't be happier with his level of service and professionalism!

Brandon made tax-filing for my wife and I so much easier! He's very responsive whenever we have…read morequestions, and he streamlined the entire process for us. We will definitely be returning for their services in the future.

Pam did a fantastic job cleaning up years of transactions. She caught errors I hadn't noticed and…read moreensured every cent was accounted for. She reconciles my accounts every couple months and now my books are finally organized and ready for tax season. The appointments are by phone. She just signs on to your computer and you sit back and watch her perform her sorcery on your Quickbooks. Highly recommended for anyone needing top-tier bookkeeping support.

I recently worked with Pam on a time-sensitive tax filing and she jumped onboard quickly and really…read morehelped me out! She is kind and patient and very knowledgeable and really helped me to get past the finish line in short order. Highly Recommend!

I've worked with Aidreen a couple of times and she's definitely been a lifesaver. Starting a…read morebusiness can be very intimidating and Aidreen has helped navigate all of the financial logistics that comes with starting a business. She's knowledgeable, professional, and communicates all of this in a friendly manner that has really given me the assurance to focus specifically on the business aspect. I've walked away from conversations feeling empowered and relieved that I don't have to worry those things. She's someone that I'll continue to work with whenever help is needed. Thank you for Aidreen for the help!

She has on her website a request form to book a 30 minutes meeting…read more I requested that and got an auto confirmation. Of course I sent a brief. A day later she canceled and this was her statement "I apologize but I am not interested. I am too swamped to commit to this service. Thank you for your consideration. " I think she wanted to say I do not know how to handle a complicated rental income LLC with foreign members. or she is short on staff. Either way that was unprofessional answer in my opinion at least. She should have accepted and listen to what I have or maybe refer me to someone who knows how to handle my company. Better yet, update your website. She was recommended for this specific service by Chat GPT.