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.

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!

I have been working with the bookkeepers for a year now for my corporation. They do my bookkeeping…read moremonthly, my business taxes, and my personal taxes. First off, the best decision I made as a business owner was to change my accountant and hire Peter and his team to help me. I know many people are capable of keeping their own books, and for me it's worth paying monthly to have someone who is very knowledgeable, communicative, and professional to help me. Peter has been responsive, flexible, patient, professional, calming, and motivating. It's like having a financial wizard as a teammate when business financial life feels stressful and scary. The Bookkeeper team has been a great asset and worth every penny. I HIGHLY recommend this team.

I did call Peter before a deadline with the IRS and he was very nice, helpful and seems to have…read moregreat work ethics. I would definitely retain his services for new company.

We started our business not wanting to deal with THAT side of it - the details and information…read moreoverload that distracts us from our core work. We knew Patria for many years already, so it was an easy call to bring her onto our team. It's been incredibly helpful in ways we could not imagine. She's always on the ball with deadlines and filings (taxes, city records, etc) that need doing. It's actually saved us money time and time again with the things she comes up with. Many accountants are pushy and not tolerant of less-than-perfect clients' books or systems: ours is changing and less-structured, but she deals with it so well. Even prioritizes paying bills etc according to what WE think is important. It's always a pleasure to deal with her, and we have that great "taken care of" feeling. HIGHLY recommended!

Resposiveness is essential for any decent business. I called twice, left a detailed message, but…read morehave never been called back. Huge red flag - that behavior promisses problems/headaches in the future.

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.

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.

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.

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.

Dana is the best of the best. She is professional, organized, thoughtful, knowledgeable, reliable,…read moretrustworthy, communicative, and an overall pleasure to work with. Our organization hired Dana based on a fantastic referral from our CPA. Dana quickly adapted to our dynamic business and proved to be an immediate contributor over-delivering in all areas. Dana was instrumental in helping our organization restructure and implement new processes and systems to ensure our books and accounting/finance functions were organized, efficient, and compliant. She worked closely with our CPA and Board leadership to reconcile and resolve multiple, complex issues and her calm demeanor was unwavering through many ambiguous situations and circumstances. A true team player, Dana proactively identified opportunities to provide further support to the organization and offered to absorb additional responsibilities when needed. She is an excellent communicator and very reliable: deliverables were consistently provided within time and scope and she was always timely for calls and meetings. Dana continues to be a trusted asset providing endless value and support to our organization. Without a doubt, I would recommend Dana for your bookkeeping and accounting needs!

Dana worked with our company in reorganizing our entire financial process which provided us with…read moremore time, clarity and assurance in moving forward as a small business. Her work ethic, guidance, and foresight were indelible and she was an absolute pleasure to work with.

I have been using quality Bookkeping for many years now! Kathleen is an AWESOME accountant! She's…read moreprofessional and gets the job done well! She really knows all the tax laws and takes the time to explain and advise you on your taxes. The office is located in temple city and has plenty of parking. If I could give 10 stars I would! Service is always excellent!! Thank you Kathleen and staff! Job well done!

Kathy and her team a great and so VERY HELPFUL! They do the…read moretaxes for our PTA and know all the rules and extra things we didn't know about for schools. They are so very responsive and will answer all your questions. I love that we can just email them all the documents and they get everything together so that when we come in, we just sign, put a stamp on the envelope and drop it off at the post office.

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

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.

Helen is always providing me with the right accounting information for my business. She is able to…read moreprovide me with clear information. I really trust her accounting ability for my business.

I've been going to Guatdian Tax Soultions for years, and they're the best. They always explain…read moreeverything clearly so I understand what's going on. Filing taxes used to stress me out, but not anymore! They make it so easy and even find me deductions I wouldn't have thought of. Highly recommend!