This is my second time filing my tax with Ms. Margie. She is incredibly patient, knowledgeable, and…read moregenuinely passionate about helping her clients. She takes the time to answer every question, explains everything in a way that's easy to understand, and guides you through the entire tax process from start to finish. I never felt rushed, and her kind, calm demeanor made what can be a stressful experience feel easy and comfortable. She truly cares about her clients and goes above and beyond to make sure everything is handled accurately and thoroughly. If you're looking for an accountant who is trustworthy, caring, and truly dedicated to helping you, I highly recommend Ms. Margie. I'll definitely be coming back again next year!

Called for a exact quote and they could not provide it. Asked to speak with someone who can answer…read morethat question and was told they are going to tell you the same thing. What a joke.

Came in for a quick notary for a child travel permission form. Andrea was the notary and she was…read moreexcellent. Very professional and friendly, we were in and out of there within 15 minutes! Would recommend for anyone looking for notary services!

I made an appointment for a document three times, and all three times I wasn't assisted--once…read morebecause the owner wasn't there, and another time because she had an emergency. The secretary offered no solution; she simply said, "Go somewhere else." They are completely unprofessional. Terrible customer service.

They charge a lot they think I'm rich for 208$ i barely make enough but alright I guess. If you…read morelike coming here good if you don't oh well

Professional, friendly, clean, and they know all the tax updates. They are patient with my…read morequestions and my own delays. I love that we can set up appointments in person or send stuff electronically and not have to leave home. Been coming here and have brought family as well. Dont miss out on this hidden gem in el monte. Most important they are experienced and knowledgeable!!

Best tax man in the business!!! Great service with…read morereasonable prices!!! Richard double checks everything to make sure your return is accurate and that you receive what you are owed. He was recommended to me by another happy client and I will recommend him to anyone that needs a tax return to file!!! Thank you Richard!!!

This year was my first time going to Mary Ann. I just moved to Covina. She answer all my questions…read moreand help me with my taxes. I do recommend coming with her. Thank you Mary Ann for helping me out!

An overdue review... My family and I have been working with Mary to file taxes for 20+ years! My…read morehusband and I drive an hour + every year to see her and it's well worth our time!! Mary and her team do an excellent job with our tax filing. She is very knowledgeable about the tax system and help us save $. Also, Mary is very helpful with our tax questions throughout the year and she responds via email promptly. Her staff are very friendly in the front too!! I recommend Exact Tax to anyone who is looking for a reputable and trustworthy accountant!

Do not leave a retainer with Exact Tax (Mary Wong CEO). I was excited about starting a new…read morebusiness. I was looking forward to working with Mary Wong as she came very highly recomended. Due to the economy my business never got off the ground due to the economy. I gave them a 500.00 retainer in good faith, for services to be provided. Well unfortunately no services were provided. I request the return of unearned retainer in good faith. They asked for my copies of check and receipts I provided them as asked. they asked me to reach out to them on Monday. They kept my paperwork and referred me to their attorney over the small sum of 500.00. I am shocked I am so glad I didnt leave a larger retainer

Professional staff, just call for an appointment They…read morehave been in business many many years. 8ve dine my taxes there a few times.

Terrible service, made an appointment to wait 40 minutes and then asked to drop off and they would…read morecall me when they are done. Two later finally got a call back.. to make another appointment to wait another 25 minutes to be seen.. then they finally filled my taxes mid April (after tax day) when I went in mid march... called to follow up and the receptionist Flor had such a terrible attitude while I'm just trying to inquire about a letter received from IRS ... I normally never complain but her attitude was so bad that that was enough!!!! Responding with quotes like 'Look Lady " and "so what's the problem " ... I paid them to do my Taxes and they give such an attitude not customer friendly at all!!

This company is AWESOME!! Got my taxes squared away with…read moreFeds and state. With no PAIN!!! Best phone call I have ever made. They took care of me start to finish. THIS IS THE COMPANY TO CALL IF YOUR HAVING TAX CONCERNS!!!

Moved from Texas to California and needed to get situated with my taxes & finances. I came to…read moreHerbert financial and the staff was amazing! They are extremely responsive and are focused on your needs as a priority. They offer several different services for individuals as well as business owners. I will continue to use their services. I recommend them to all my family and friends.

I've been coming to Gina for about 15 years. I started with her when they had a little small office…read moreon the other side of the parking lot upstairs. She's always been kind and super helpful, she takes her time doing our taxes and we've never been hit by the IRS.

My family and I have gone to get our taxes here on and off for years…read more SCHEDULE AN APPOINTMENT. Don't think that because you've been coming here for decades since way before they moved to this current building that it gives you privilege to be rude if they can't attend to you right away, or that you can walk in and not expect a wait. They're busy! Expect a wait. I went this year due to the fact that I moved back from Utah, went back to school, and have a unique tax situation and wanted to make sure I filed correctly. I wasn't prepared, and I didn't take all of my documents. Bertha was patient with me, she explained my options, and she even called the IRS while I was there and helped me get more information regarding my W2's. I so appreciate this family and their dedication to help others. One year her son even did my taxes for me. They're all great staff there and qualified to assist with your needs.

Great service. Thank you for taking your time with me and Guiding me through the process.read more

I worked with The Agency, LLC for tax preparation services over the past two years and communicated…read moredirectly with, the owner. I paid funds that were intended to be remitted to the California Franchise Tax Board (FTB), and I received written confirmation from Alfred acknowledging receipt of that payment (which I documented via screenshot). Weeks later, I began receiving past-due notices from the FTB stating that no payment had been applied. After contacting the FTB directly, they confirmed they had no record of payment. Despite my documented proof that the funds were received, I was given repeated assurances from Alfred and team over several months that the issue was being handled, yet I was never provided a claim reference number or documentation confirming that payment had been made despot me asking multiple times. As the FTB deadline approached, Alfred told me my funds would be sent "Thursday or Friday," even though the deadline was that Saturday, leaving virtually no margin for error. When that deadline arrived, Alfred sent an email citing a family emergency along with an unsolicited photo showing a bleeding head injury as reason he couldn't send my requested funds back. I found this inappropriate and unrelated to resolving a business matter involving tax funds and a state deadline. Ultimately, it was only after I clearly stated I would proceed with legal action and formal reporting that the funds were finally returned, allowing me to pay the FTB directly and avoid further penalties. It should not require this level of escalation to resolve a tax payment issue. Alfred is very charismatic, which initially builds trust. However, based on my experience, I strongly encourage anyone considering this firm to reconsider. Note: I was repeatedly referred to as a "VIP client," which created an expectation of professionalism and priority handling that was not reflected in how this matter was ultimately addressed This situation was prolonged, unnecessarily stressful, and avoidable.

Don't come here for important, impacting services. Sketchy practices and bad customer service with…read moreerrors. Went to get some signatures notarized. Someone else had already done the leg work and i was coming to just finish it up. First they asked for my ID and took it to the back, out of site for far too long. The older lady at the window just didn't seem to have the presence of mind needed for this type of detail oriented work, it took too long to fill out her book. FINALLY finished w the first paper and she said i can go. I reminded her they have my ID still. And and it still took a couple minutes to get it back after that. Sketchy. Next, i called the person that did the leg work previously to make sure cuz this place feels like one of those places that you need to double check stuff. They let me know it was 3 papers to sign. So i go back inside and tell them and her solution was to ask me to blindly sign 2 other boxes w nothing filled out. Yea, no. I had to ask her to fill out the forms before i would sign them. Cuz I'm not trusting the work after that without checking the info.

Horrible I do not recommend this business my dad has been doing his taxes here for a long time time…read morewell they screwed up his 2025 tax return and he went to get help and they told him we have a lot of customers you need to figure it out yourself and call the IRS... Whattt the heck? He paid for a service which makes him a customer he didn't get free service he got crap service and paid it makes me mad because he is older and very naive when it comes to things like this I will be reporting you guys to the Better Business Bureau.