I discovered Monica Ji during a challenging time. My wife and I had been using TurboTax for years,…read morebut after experiencing several major life changes in a short period, we found ourselves in a complicated tax situation. Unfortunately, TurboTax's summary of our filing did not help us identify the issue. This year, we decided to hire a CPA, which is how we found Monica. We explained our situation and sent her our tax documents via a secure Dropbox. Within a week, Monica reviewed our information, filed our taxes, and pinpointed the issue that had caused the confusion. Thank you, Monica--we look forward to working with you in the future!

I came to Monica with terrible state of business taxes..late and overall just unorganized. During…read morethe pandemic it was more than difficult to find good tax help. Monica took me on right of way and was working on our multiple issues since the beginning. She was thorough. Asked lots and lots of questions for our benefit and overall just have superb work ethic. It's been amazing working with her and just over all grateful that she has gotten us to compliance... and is now preparing us for next year ! Thanks again Monica ! You are a life saver ! Happy to have this business relationship with you !

Rebecca was super clear with everything and was super helpful. I'm so grateful for all her help!!read more

Rebecca was amazing! loved her for all of my tax casualties, she had answers for everything! Very…read moreclear and concise and professional, can't stop recommending her!

The person who had been preparing my taxes the past decade wasn't available, so I submitted a quote…read moreto S3K and a few other tax preps. Portia responded quickly and gave me her price, which was reasonable. She was very responsive since I'm a new customer and we needed to ensure the details were accurate. I uploaded my forms using a secure portal she provided and had my return soon after. She also guided me through submitting my 1040 payment online. Her process was simple and she was very professional. I definitely saved a lot of time with Portia and S3K.

This is my second year working with Portia for my taxes. Her services are timely and very thorough…read more I would highly recommend her if you are looking for someone to do your taxes.

Honest and helpful. Helps the community and as a former educator, Frank knows that it is important…read moreto keep his clients in the loop.

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

Dennis is great! He is very quick to respond to questions and has handled our somewhat complicated…read moretaxes for several years now.

Dennis provided outstanding services regarding my tax return. He responded to my initial email…read morewithin a few hours. He prepared my return within 24 hours of receiving my documents. The process was the most efficient and pleasant I have experienced. Dennis provided advice on a tax question I had. Dennis is professional, responsive, and courteous. His fees are fair. I am grateful to have found him.

Great experience. Even though I was not a customer, Stan took his time to review my tax returns and…read moreprovided professional advice. Highly recommend. Thanks again Stan!

I was referred to Stan and am so happy we gave him a call. In our case, we are doing a sale of a…read moreproperty from parent to child and needed to verify everything tax wise is correct. I tend to do better when things are laid out in front of me so I asked if I could stop by the office and he was able to meet with me same day (I got lucky since tax season had ended). The office manager, Janet, was great and made us feel welcomed right away. Stan was able to lay out everything and help us understand the process. He answered all our questions and was willing to have a conversation with our Estate attorney. I will definitely recommend him to anyone I know needing a CPA.

I am the treasurer of a very large non-profit organization. I took over from my predecessor of 15…read moreyears that kept the books on an older version of Quicken. I recently migrated to QuickBooks Online and needed help to add in investment accounts as well as ensuring all accounts/categories/etc. were set up correctly. Finally, I need help in finding my mistakes in preparing the Statement of Financial Position. Louise and Eric Liewald did an outstanding job in assisting our organization. We are now set up to maintain our QBO financials and can easily produce our required reports. Their costs were very reasonable and they have saved me from many sleepless nights. I highly recommend them.

I been a customer for well over 8 years, very good service and professional advice. One of the best…read moreCPA firms. My business is in good hands. Gregory V Moss Footsteps Of A Champion LLC Owner

Brett Sifling of Gerber Kawasaki recommended transferring my investments languishing in other…read morecompanies to more profitable companies. His expertise increased my wealth by at least 60%. I do not need to worry about having sufficient money to fund my lifestyle or to gift my children and grandchildren. I am grateful. Ola B.

One of the only places I've found that is friendly for early investors. Robby is the best.read more

Wow! I am very, very happy to have found this hidden gem! I was referred by an Uber driver (yes,…read moreyou read that correctly) after expressing how disappointed I'd been last year with my previous tax person. I am so happy to have taken that ride. Mr. Gabino is a very friendly, professional, family oriented man with a great sense of humor! He was happy to answer all of my questions & I received my money quickly. I will definitely be returning.

I been coming here for the past 2 years. I am a oil field worker who travels all around the states…read more Mr. Ochoa has always helped in me getting the most and quick tax return from any states I worked for that year. Highly recommend spot.