My husband and I met with Trisha today to help us plan out our future home sales, enabling us to…read moreleave California. She was extremely helpful and knowledgeable. We now have a plan in place and can move forward with more direction and confidence. We highly recommend this tax service. Thank you, Trisha!

Unfriendly. Not a comfortable experience. Charged extra for any calculations she encountered. Could…read morenot reach her to update the tax files during the busy season. Refused to answer any questions that I asked during the appointment. Overpriced rates for a below average tax preparation.

Updating my review after recently reaching back out to Joe with questions regarding taxes for an…read moreLLC. Once again, he took the time to personally walk me through everything and made a complicated topic feel much easier to understand. I truly appreciate his patience, professionalism, and expertise. It's rare to find this level of customer service and genuine care, and I sincerely hope it continues for years to come.

Joe was very patient, knowledgeable and nice. He took his time & answered all my questions…read more I'll be coming back next year!!

Yvonne Castro is not just a professional in her field, but a exceptional human being. I got her…read moreinformation from Yelp and I called her to get urgent assistance. She was prompt to help me, and assist me notarizing some important documents that would protect my dad's property. My dad was diagnosed with liver cancer six months ago, and as it is expected sent to hospice care recently. He bought a house eleven years ago, and he is the only one on the title of the house. If he passes away, my mom, will end up not only loosing him, but loosing the house they have paid and lived for all over these years. In desperation I contacted Yvonne and asked her to come over to the hospice care facility my dad is in to notarize the documents that would add my mom to the title of the house. She agreed without hesitation. In a matter of two days the problem was solved, and now my mom and my family can enjoy a peace of mind as we saved our house. If it is true, that my dad will go be with the Lord, now he can move forward knowing that his loved ones have been taken care of. There are things that money can't buy, and finding people who will get out our their way when one need it the most is the most precious things one can find. Thank you Yvonne, I will be always grateful. May God prosper you in everything you do. May God bless you and your family above and beyond. Claudia Guardado and family June, 2017

I have been doing my taxes with Yvonne for over 10 years now! She is very welcoming and…read moreprofessional. Her sister works at the front desk and she is also very nice. Filing taxes can be stressful, but I know that I can trust Yvonne & she always answers all of my questions and gives me good advice for the upcoming tax year. Thank you so much for your service.

My wife and I have been with Michael Weisz since about 2012. At the time, we interviewed a few…read moreaccounting firms near the Irvine area, and Mike struck us most as professional, courteous, knowledgeable, and very responsive to our emails. One of the reasons for why we had switched from our previous accountant was the lack of communication. We also liked the fact that his father had been running the firm for a very long time and was knowledgeable in other areas we had questions about that Mike did not specialize in yet. We also appreciated that both answered our inquiries without nickle-and-diming everything, often at no charge for relatively small questions. During the years we have been with Weisz, our returns had been quickly prepared, and Mike always took the time to listen to our questions while we discussed topics like planning for subsequent years to maximize our taxable income, and -- on a personal level -- how both of our families were doing. My brother's family joined in the tax preparation a year later, and he has been with Mike ever since too. We have no regrets being with Mike.

Another tax year book closed. They are amazing. I organize my documents and submit them online…read more Then like magic my returns are prepared, submitted, and I know they were done right. They are tax experts and the only ones I will trust to handle my complicated assets. Worth every penny spent for their services.

Keith is a stand up guy. Communication with him was quick, precise and accurate…read more Thank you.

I live at the northern end of the state, but was looking for a tax preparation service for a family…read moremember who lives in Riverside and needed some specific tax assistance. Keith was very helpful in answering my questions, and my family member conveyed that they are very happy with his services as well, noting that he provided excellent guidance especially where they were unfamiliar with aspects of tax regulation, and they plan to use his services going forward.

professional, knowledgeable, pleasant, and personable…read more We have been with him and his former partner Jim for decades. All is very good.

Jordan Roberts has assisted us with several businesses; setting up our corporations and handling…read moreimportant tax issues to assist keeping us operating to our best tax advantage. His clarity and knowledge have been informative during consultations and we recommend him highly.

Went to Ben to resolve and issue we had from a previous tax person that filed our taxes…read moreincorrectly. He provided exceptional service and Was on the phone with the IRS over two hours to resolve our issue showing us that customer satisfaction is his priority. Would highly recommend him.

I came in contact with this business through a referral. I was a client of Ben for three years I…read morebelieve , even though there were some issues and misunderstandings. I paid over $300 for my taxes with no property attached . Recently they canceled my appointment without my knowledge due to me not sending docs knowing I was out of town. They wanted to charge me a $50 rebooking fee. Then hung up on me when I tried to explain the issue . Ben refused to speak to me even though I had been a consistent client . I don't think this company cares about the clients but more of the money that is coming in. Very disappointing and upsetting. Knowing that tax season is very stressful to some who have to pay the IRS they should have more customer service manners . Do better! I am sure they will respond with a negative. But that's ok. Have the day you deserve . Thank you.

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!

Luis was very helpful, responsive and professional. Even…read morethough we were all given an extension during the Covid 19 pandemic, I wanted to file by the original tax deadline and Luis was able to accomplish that. The entire process took only a couple of days. Thanks!

"Luis came through like a champ! He was incredibly easy to work with and got my refund back in less…read morethan 5 days. He handled my taxes quickly and efficiently--I was honestly surprised at how smooth the whole process was. We'll definitely be using Luis from now on and recommending him to all our friends and family."

I just recently had my taxes prepared by Jonathan Clark He…read morewas recommended on "Nextdoor" our local neighborhood app. I am very pleased with his experience and professionalism he explained everything in detail with our taxes. I highly recommend Jonathan Clark if you are looking for a tax person. 5 Plus !!!!!

Jonathan is a wealth of information! Turnaround time for taxes was amazingly quick too! His rates…read moreare reasonable and he goes above and beyond with lots of advice and scenarios! Would definitely recommend his services when thinking about taxes or financial advice!