This is my second review of Excellent Financial, I continue to be impressed with the level of…read moreservice I've received. Armando, who did my taxes, is very knowledgeable, friendly and professional. Everyone I've come in contact with, including the receptionist has been super friendly and courteous. If you want someone who knows all lot about taxes, definitely choose this company.

I have been going to Armando and Jordan since 2017 when I had my business. They have ALWAYS been…read morepatient with me as I ALWAYS extend to October and turn in all my tax paperwork 1-2 days before the deadline. They are ALWAYS happy to help and they have taken care of my business and personal taxes better than anyone else I have ever used in my life. Everything they do is online so an office visit is not really necessary and it's extremely convenient. They are professional and friendly and I recommend them to anyone looking for a good accounting firm that knows what they are doing without putting you or your business at risk.

Sam is the absolute sweetest. He's very thorough and it's super convenient to do my taxes with him…read morebecause it's all online.

Working with Sam has been an absolute game-changer for me. While I've only used S&S for the past…read moretwo tax seasons, I can confidently say that I'll be sticking with him for my future returns. I started considering getting a tax accountant the year I began a new side gig which I knew would add some complexity to my tax situation. I was still leaning towards just using one of the free tax software options out there since it wasn't any crazy amount of extra money and plus, they were free. But I decided to get a few consultations set up and after a few unimpressive calls with other offices, I ended up talking to Sam. Since then, Sam's always been refreshingly straightforward in his services. He doesn't waste time, but zeroes in on what matters most--maximizing my returns and minimizing my stress. Plus, I've never had to waste time going in-person and taking care of physical forms since his office keeps everything digital and makes my job as easy as uploading my documents. Despite my initial hesitation over the cost of a professional vs free software, Sam's expertise has proven invaluable. He's done an incredible job with saving me money and the peace of mind that comes from knowing my taxes are in capable hands is priceless.

I've had a GREAT experience working with Hanane at HB Tax Services!…read more From the very beginning she's been beyond responsive, professional, and easy to work with. Every question I had (regardless of what time of day it was asked) was answered quickly and clearly, which made what is usually a stressful process feel effortless. Hanane's attention to detail and deep tax knowledge gave me great confidence that my return was done correctly -- and on time (filed by mid-feburary!). I was so impressed that I even recommended her to my brother, and he's been just as happy with her service! Highly recommend HB Tax Services to anyone looking for personable, knowledgeable, and reliable tax help!

Hanane was great to work with! She made filing extremely easy and I would definitely utilize her…read morenext year!

I found Angel after feeling overwhelmed with taxes and unsure who to trust. From the first call, he…read morewas calm, clear, and focused on helping me get clarity--not just rushing me through forms. He asked thoughtful questions, spotted things my last CPA missed, and helped me feel more confident about my finances. He doesn't just do taxes--he explains them in a way that makes you feel in control. If you're a business owner or just want someone who actually cares and knows what they're doing, Angel is the one.

I have worked with Angel for several years and highly recommend him! He's knowledgeable and helpful.read more

I've been working with Jeff for over 10 years, and I can confidently say he is one of the most…read moreprofessional and detail-oriented CPAs I've ever met. Every year, he handles my tax return with great care and precision--nothing is overlooked, and he always makes sure everything is done thoroughly and correctly. What I appreciate most is his consistency and reliability. No matter how busy the season gets, Jeff remains patient, responsive, and highly attentive to every detail. That level of professionalism is rare and truly builds trust over time. Because of my positive experience, I also referred a friend's company to Jeff for their business tax needs. They were extremely grateful for the introduction and even told me that Jeff has been a "financial lifesaver" for their company. He helped them navigate complex situations and brought clarity and structure to their finances. If you're looking for someone who is knowledgeable, trustworthy, and genuinely cares about his clients, I highly recommend Jeff. It's not easy to find a CPA you can rely on year after year, but Jeff is definitely one of them.

PAINLESS I've been…read moregoing to Jeff for my taxes for 3 years now and it is the most simple, seamless, stressless process I've ever had. A lot of document exchange is done through a portal, so it's secure quick and at my convenience. Every year we get a quick touch in before my taxes are sent off and boom all done. Found him on yelp and it would be wrong for me not to mention how much I enjoy his service. Great tax group!

We were looking for an accountant to help manage our taxes, as we are not familiar with the…read morecomplexities of tax deductions. We were fortunate to work with Dylan, who was professional, patient, and thorough throughout the process. He asked targeted, clarifying questions and took the time to understand our complete financial picture. Ultimately, Dylan helped us secure a tax refund that was significantly greater than we anticipated. He is highly capable, personable, and demonstrates an expert understanding of his field. We highly recommend his services.

Cannot thank Andy and his team enough for all the work they do. Clear, cut and straight to the…read morepoint. These are the type of people you want working for you!

As always my review my experience. I absolutely recommend…read morethis place. I needed a visa to travel abroad to China and this location took care of the picture needed. It had to be to a certain size and they captured that correctly. Thank you for taking care of your customers with respect. You listened for what I needed and delivered it. Thank you!!

I came here about a a month ago and I couldn't have asked for a better experience…read more When I called ahead, the woman who answered the phone was incredibly helpful and encouraged me to come right in. Luckily, I made it just before their lunch break. From the moment I arrived, the entire process was smooth, efficient, and stress-free. Jennifer was absolutely wonderful. She was kind, personable, professional, and genuinely seemed to care about helping me. She took the time to explain everything and went above and beyond when I was having trouble scanning and converting documents into a PDF. Instead of rushing me along, she patiently showed me exactly what to do and made sure I understood the process. The gentleman who took my fingerprints was also friendly and efficient, and together they made what could have been a stressful task incredibly easy. If you ever need a Live Scan, this is the place to go. The staff is knowledgeable, the service is fast, and the customer care is exceptional. It's rare these days to find people who are this helpful and willing to go the extra mile for their customers. A huge thank you to Jennifer and the entire team for making the process so easy. Highly recommend!

Roubina is so wonderful to work with. Since the 2018 tax changes my taxes seem to be all over the…read morepiece. My husband and I have been doing well in our careers, and over the 5 years we've been married our salaries have more than doubled. As our salaries went up, what used to be refunds turned into owing taxes. I recently received a raise and was shocked to see an over 6% raise ended up only being a little more than $20 a paycheck. I knew it was time to enlist a professional to try and help me figure out our household's tax situation. I searched through yelp, looking through different CPAs, reading their reviews and looking at their websites. I was very impressed by Roubina's website, and since she knew how to do charitable gifts like Charitable Remainder Unitrusts, I knew she had a deep knowledge of taxes. After sending an email, Roubina responded and we set up a time to look over my situation. She sent me an intuit link (handy since I use TurboTax) and I sent over paystubs, and taxes for Roubina to look at. During our appointment Roubina called right on time, gave me some advice and options, and told allayed my fears. Turns out that since my husband and I make pretty good money, but don't have any children or a house, we just owe a lot of money in taxes. As mentioned before, she gave us several options, and even though likely I will have to pay more money in taxes, the peace of mind in knowing I'm doing the right thing now is priceless! She was so easy to talk to, and very warm sounding even through the phone. Roubina specializes in personal income taxes, so if you need help with your taxes, whether its what to do when you get a raise, or how to file your normal taxes, I highly recommend Roubina!

I highly recommend Roubina at RG Tax Services for all of your tax needs. She's prepared my tax…read morereturns the last couple years now, and I've been impressed with her knowledge and professionalism. In particular, I've been grateful for her responsiveness and follow-through, during tax season, and throughout the year for tax planning. She's on top of everything, and makes sure that everything is in order, and on time. That's something, in my experience, you don't always find with tax professionals! Making appointments are a breeze, and I like the flexibility for in-person and virtual meetings. If you need a new tax professional, look no further!

I had a great experience working with Jerry at Exact Tax. My tax situation was pretty complex and…read moretook quite some time to sort through, but he was patient, thorough, and incredibly helpful throughout the entire process. He took the time to answer all of my questions--not just about my current filing, but also about strategies for both my business and personal taxes moving forward. I never felt rushed, and he made sure I fully understood everything along the way. I'm really glad I found Jerry and decided to make the switch from my previous tax preparer. It was absolutely the right decision. Highly recommend him if you're looking for someone knowledgeable, responsive, and genuinely invested in helping you long-term.

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

Alec and Kaye make the annual nightmare of playing bookkeeper to the government, manageable…read more They have a system in place for everything. Emails and texts are their main form of communication, which is also mine. I do appreciate that! The upload portal makes it super easy, the online appt calendar is also easy and then the review is a thorough phone call where all my questions were answered. What a dream compared to other CPA experiences. Their preparation costs are also super realistic.

Just filed our 2025 tax returns thanks to Alec at Kellzi Group,CPA. The whole process was…read moreefficient and streamlined! This was our second tax season with Alec. In previous years our tax appointments with our previous accountant would take hours and sometime multiple visits. Alec got both of ours completed in under 1 hour!!! His assistant had sent us an email with a link to Intuit to get things started. We might have been able to do the whole filing virtually, however we like the opportunity to meet in person and ask questions.