Tammy and her team are super knowledgeable and efficient and are taking care of my small business…read morebook keeping and tax preparation. They are fun to work with and I appreciate them very much. They are super heroes!

Been with Irvine bookkeeping for over a year. They are immensely helpful, provide quality work and…read moreare affordable too. They really partner with you and want to see your success. Appreciate them and look forward to growing with them too. Highly recommend!

I needed a bookkeeper to clean up some old bookkeeping mistakes I had made in my company's…read moreaccounts, some as far back as 2013. Rebecca came on time and took care of everything in less than an hour. Love that I can let others know what a great find she is. I'd use her again in a heartbeat.

Waters Bookkeeping is a Godsend for any business. Ive been using Quickbooks for over 20 years and…read moreas I know it pretty well on the business side , Becca really knows it inside and out especially in the accounting side. She's even taught me a few tricks that are super helpful. Her hourly rate is incredible when factoring in how much she can do in such a short amount of time. 100% Recommend! Having multiple businesses, she's the best I've ever found. Thank you Becca!!!

I have used Pam Smith for both my personal and business Quickbook needs. She has been a…read morelife-saver. She is completely savvy with the programs and with my business needs in general. I completely recommend her. YOU CANNOT GO WRONG WITH HER!

Pam did a fantastic job cleaning up years of transactions. She caught errors I hadn't noticed and…read moreensured every cent was accounted for. She reconciles my accounts every couple months and now my books are finally organized and ready for tax season. The appointments are by phone. She just signs on to your computer and you sit back and watch her perform her sorcery on your Quickbooks. Highly recommended for anyone needing top-tier bookkeeping support.

Mary and her staff have been wonderful. My husband and I own a franchise, and we have a very busy…read morelife, but Mary and her team have done a phenomenal job of keeping us happy and organized. Life can get very hectic, but she is always helping us save and her Profit & Loss statements are like liquid gold. Thanks Mary! We absolutely would be scrambling without Mary and staff. It took us a good 6 months to get the flow of things from our end, but once we did, this turned into the perfect business marriage (if you will). Mary and team have done an excellent job staying on top of us. Thank you so much for helping us with our franchise. Thank you, thank you! I HIGHLY recommend!

I own a pest control company and Mary's Bookkeeping has been nothing but professional and helpful…read more We are so grateful for her services. We look forward to a long relationship with her and her staff.

Our tax preparer of many years retired this year, and we started the search for a new firm. We…read morefound that personal service for a relatively simple tax return was difficult to find, with many preparers not interested in a relationship, but simply want you to upload your files to a secure site. Then Aaron called me after I requested a consultation. He listened to our current status, asked questions about my upcoming retirement, and readily agreed to a face-to-face meeting at his office to discuss our last return, our taxes for 2023, and how he would like to start planning for what 2024 might look like. It was great to meet Aaron, he is very personable, experienced, knowledgeable, and it was clear he is interested in developing a long-term relationship that will give us peace of mind for years to come. Our 2023 return was completed quickly, I was provided a copy to review, and then we did a short call where Aaron did an outstanding job answering all of my questions and helping with several suggestions for 2024. We are extremely pleased with the entire process, from our first meeting through proactively planning for next year! We highly recommend Aaron and his team at Pacific Tax Advisors for your tax needs.

Business has a new owner and I no longer can use the CPA I was seeing. The cost is higher than it…read morewas before and their billing on invoice didn't make sense at all. The new owner was not amicable (to put it nicely), and also was not professional in his demeanor.

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!

Being a young entrepreneur I left my accountant/CPA to do payroll and bookkeeping myself. I was…read morequickly humbled by the fact that I couldn't do it by myself and Googling/YouTubing every tutorial for Quickbooks was a pain for every small step. Pattygraciously helped set me on the right path to self-manage my own bookkeeping. I felt well taken care of and had that personal help compared to Googling everything. I will definitely keep reaching out to Patty with further help. She's definitely worth it :)

All that one can ask for in terms of keeping the books and showing how great Quick Books really is…read more Patty is a great communicator and keeps all of us up to date. She and her members are people we can trust and do. You will too.

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.

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 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.

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!

Trust is a big thing with finances and I have had nothing but great support that left me feeling…read morevery confident in my tax savings and execution. The process is effortless and the team does a great job making sure I understand everything.