I found EAP, Erin on yelp. I had a tricky situation with my taxes and after it putting in 3…read moredifferent softwares, they all came up VERY different. I called the IRS and they referred me to whoever generated the 1099. I called them and they referred me to "my tax person". I re-read the tax law and thought....come on...I can read...I really don't like the online systems as if you can't understand the tax law, and know when they are are shorting you....you lose. I called Erin and honestly explained my situation and she interpreted the tax law as I did, and filed our taxes. I am not sure every tax person could have read the law and understood it. Which is why I had started doing my own. But Erin really looks out for you and is well organized and easy to work with. She was amazing and a pleasure to work with.

I found Erin while searching for a tax preparer for this year because my taxes were more complex…read morethan usual. She made the whole process feel very straightforward from the start, and it was quick and easy to get all of my documents over to her. She was always fast to respond to my questions, and I really appreciated how thorough she was. She did extensive research to make sure we were filing certain forms correctly, which gave me a lot of confidence throughout the process. I'd definitely recommend Erin to anyone looking for a knowledgeable, responsive, and reliable tax preparer, and I'll definitely be coming back to Erin for my taxes in the future.

I had an excellent experience with their tax services. The team was very professional,…read moreknowledgeable, and helpful throughout the entire process. They took the time to explain everything clearly, answered all of my questions, and made the whole process simple and stress-free. I truly appreciate their attention to detail, honesty, and great customer service. I highly recommend their services to anyone looking for a reliable and professional tax service. I will definitely be coming back next year!

I've been working with EA Tax for the past couple years, and the team is so professional, diligent…read moreand knowledgeable. They have really helped me with my personal and business tax planning and bookkeeping needs. I especially appreciate their patience and attention to detail in walking me through my tax returns, preparing P&Ls and providing value-add advice and answering my questions. I cannot recommend them enough. Thank you EA Tax!

I had a fantastic experience working with Nina at OC Tax Geek. I've been coming here for years, and…read morefor good reason--I've referred multiple people who have now become regulars themselves, which really speaks to the loyalty they inspire in their clients. Nina made a potentially stressful tax season incredibly easy and manageable. She is thorough, professional, and really looks out for her clients. What I love most is the office atmosphere; under John's leadership as CEO, they've created a space that balances top-notch professionalism with a great sense of humor. It makes the whole process so much more enjoyable. I walked out with total peace of mind. If you're looking for someone knowledgeable and kind who truly knows their stuff, go see Nina! I'll definitely be back next year.

I HIGHLY recommend OC Tax Geeks!They are so on top of their game - I've been coming here for the…read morepast several years (since my old one retired) and I'm always amazed with their service. Today Louis Aguilar helped me and what a ROCKSTAR he is!!! Thank you so much for taking the time to benefit me...I appreciate YOU so much

David is a very qualified CPA who understands California tax law. I have always appreciated his…read moreinsight and his ability to save me money. I recommend AT&A tax service.

I have been coming here for a few years and my experience has been great. David and the rest of…read morethe staff are always very friendly and professional. David meets with me briefly when I need to turn in my tax information to him and he goes over everything I need to know I never feel rushed or like I don't know what's going on. He is very friendly and the services he offers are affordable and well priced. I have recommended him to friends, family and coworkers. Great experience always!

Rita has been doing my taxes for several years. She's…read moreknowledgeable, accurate, professional, friendly and reasonable. Highly recommended

Unlike my previous CPA, I did not get results right away. I showed up to my appointment with all…read morerequired documents and filled out paperwork. Once I was done Rita gave me an estimate of a week to get back to me. I was a little caught off guard, but went forward with the process. In exactly 6 days Rita contacted me with great news, e-filed my taxes and charged me an extremely reasonable price! Rita was very efficient, quick, and communicative! I have already referred four people to her office! She definitely made filing taxes a quick and easy process! Definitely worth the wait!

I was behind on my taxes for 3 years. My partner recommended this tax office and Jennifer as an…read moreaccountant. Jennifer was professional, thorough, and walked me through all my options to maximize my tax return. She's efficient in her work and has her clients best interest in mind. Prices were also pretty fair. I know who my tax accountant will be going forward!

Danny is very knowledgeable and knows what you can and cannot claim. He is very courteous and…read morepatient. We will be going here next year. He charges a very fair price.

Jeff is a very genuine individual and extremely thorough when it comes to taxes. He was able to…read morehelp me with my 2018 personal and small business taxes. Once those were completed he realized that I wasn't maximizing my 2017 return and so are now working towards that. I definitely recommend Jeff to do your taxes.

We've been clients of Yorktown Main since 2016, Jeffrey and the team are true pros and we couldn't…read morebe happier. Each year we receive personalized attention and the expertise needed to navigate the constantly changing tax laws. Highly recommend!!

Kathy, my CPA for 3 or so years now, responds super fast, even at crunch time. She is direct and to…read morethe point, wasting no time, and always punctual. She charges a fair price and helped me get a substantial refund last year. Cuz of an annoying K-1 that always comes late, I have to file an extension every year, but she has been appropriately conservative in estimating the amount I should pay both the IRS and FTB just in case on Apr 15, making my refunds even more pleasant of a surprise lol. She's also helped me with my dad's tax returns. Thank you! P.S. I think I already alluded to this earlier, but to emphasize in this day and age of stupid inflation: her prices are very reasonable, at least based on what I just read chatGPT says I should expect for our return's degree of complexity. Shoot, does that mean if she reads this she will raise her rates? I hope not hehe

I've been going to Kathy for the last 5 years I believe. She's direct , honest , knowledgeable, and…read morepersonable. When I have a question about taxes , I just ask her and she's usually quick and responsive. They have you upload docs on their portal so once you go to your appointment, you're in there no longer than 20 minutes making the experience even better; Quick ,Efficient, and seamless. Highly recommend her.

I must join everyone else and give the highest ratings to this firm, especially my collaboration…read morewith Tai on tax preparation. He is detail oriented, thorough and provides very useful information on the tax code and the actions we take together. I have worked with him for a number of years and he makes paying your taxes as pleasant as they can be, under the circumstances. lol The prices are also very affordable !

I find it disappointing when a business responds to a negative review primarily by defending its…read moreactions rather than taking the opportunity to understand the customer's concerns and acknowledge where its communication could have been better. Since the owner has now responded to my review, I would like to address each of her three points. 1. Roth conversion calculations We were never told that calculating the Roth conversions would involve an additional charge. Had we known that, we may have reconsidered having the calculations performed. More importantly, regardless of whether there was a charge, the calculations provided to us by Tai were incorrect. He sent the calculations to us twice, and both versions were wrong. These calculations involved our actual tax liability and potential Roth conversion decisions. Providing incorrect tax calculations is a serious concern because a client could reasonably rely on that information and potentially make financial decisions based on it, which could result in an unexpected tax liability or penalties. The issue was therefore not simply whether the calculations were included in our client copy. The issue was that the calculations we were given were incorrect. 2. Mortgage interest The owner's response says that our mortgage interest statement was included in our return and that the information was used in determining whether itemizing deductions or taking the standard deduction was more beneficial. That was never clearly communicated to us by Tai. He did not explain that the mortgage interest information from the prior year was being used in that way, nor did he explain how changes in our mortgage-related expenses could affect that calculation. Mortgage-related expenses can change from year to year. For example, changes resulting from a loan modification or restructuring, property taxes, insurance, or other changes affecting our mortgage could potentially affect the itemized deduction calculation. As clients, we should have been given a clear explanation of how that information was being handled rather than having to infer it afterward. 3. Filing date and payment date This is the issue that concerned me the most. My complaint was never about whether Smart Tax & Accounting has a procedure requiring final client authorization before filing. I understand that authorization is necessary. The issue was that authorization to file and confirmation of when the return would actually be filed are two different things. Tai asked us to authorize the return, but he never confirmed with us when he would actually file it. He did not ask us what filing date we preferred or confirm the date on which the return would be submitted. That distinction matters. A client may need a refund by a particular date, or conversely, may need to make sure a tax payment is withdrawn on a particular date. Simply providing a payment date somewhere in the documents is not the same as clearly communicating and confirming when the return will actually be filed. For me, this was a communication issue, not an issue with Smart Tax's general authorization protocol. Overall, I am disappointed that the owner's response does not appear to address the actual concerns described in my original review. Instead, several of the points seem to explain why Smart Tax's procedures were technically followed without addressing whether those procedures and communications were clear and accurate from the client's perspective. I am leaving my original review in place because it reflects my actual experience with Smart Tax and the problems we encountered. I believe prospective clients should have the opportunity to hear both sides of the experience. If the owner would genuinely like to discuss what happened and review the facts of our particular situation, I am open to continuing the conversation through Yelp.

Jeff is great to work with. He and his team are always professional and one-on-one discussions feel…read moremore like talking with a knowledgeable friend instead of a CPA just doing their job as quickly as possible to move onto their next client. It's hard finding a trustworthy CPA and I'm thankful to have found Jeff.

I highly recommend Jeff for his exceptional service and expertise. After reaching out to six…read moredifferent businesses regarding my situation, Jeff was the only professional who provided truly accurate, clear, and productive advice. Even though we did not end up moving forward with a formal service, he remained incredibly patient and took the time to explain every detail of my case. His professionalism and knowledge are outstanding, and I would absolutely trust him with future needs.