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.

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!

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!

I've used EA Tax Resolutions for several years and highly recommend them. My taxes are complicated…read more(lots of K-1s, multiple states, LLCs), and Anthony and his team handle all of it thoroughly. They're quick to respond, explain everything clearly, and the client portal makes uploading documents easy. If your return is anything beyond basic, call them. Five stars.

Ive been going to Dan for the last 4-5 years. He's the best! He always answers any questions I have…read moreand works efficiently.

They were not at the office, took phone call but refused to offer service…read more Got recommended by friends but was worthless in offering any assistance.

Came back this year to file our taxes, they moved to a bigger location which is more convenient…read morewith a big parking lot. As usual Mina met us on time, provided us with clear guidance, explaining all details in a simple way. Great value for our time and money. Very much appreciate his great efforts to maximize our tax return. Also everyone in the office is very welcoming and cheerful!

I was referred here by a friend, so glad I came! Mina is very knowledgeable and takes his time to…read moreaddress all your questions. You feel welcomed here and not like another number. I will definitely do my taxes here again. I was also pleasantly surprised to find out his extensive expertise with businesses as I plan to start my own soon. Thanks Mina!!

I've worked with Patrick Harper on several occasions. Not only does he handle several businesses…read moretaxes for me but he also handles my personal taxes. He works closely with the Fountain Valley Chamber of Commerce where I used to work. Seeing how thorough he was and not complicating or over-simplifying, I knew he would be someone I would want to have working with me. The quality you get with Patrick is far beyond anyone I've worked with and he does it at a competitive and affordable rate. Highly recommended for Personal and Business Taxes. Don't delay, the IRS doesn't mess around.

I highly recommend Patrick and Harper & Harper Tax and Accounting for your personal and business…read moreneeds! He is extremely service oriented, a highly knowledgeable expert in matters of accounting and taxes, and a consummate professional. As a business owner I appreciate that he is accessible, solution-oriented and gifted at translating tax lingo into easy to understand language. Additionally, Harper & Harper's fees are very reasonable, which helps his clients' bottom line. He offers solutions and options and backs them up with explanations of the Tax Code, and how the options may affect my business. Harper & Harper is a true VALUE ADDED service provider!

I came to Allied Tax Experts because I owed around $32,000 in taxes from pulling money out of my…read moreIRA, plus I had several years I had not filed. I was getting letters from IRS and was getting pretty worried. Angelina called IRS for me and worked things out and got everything straightened out. I am so thankful for her help and I can breath much better now.

I am extremely happy with the services from Xoa Tax. I was referred to them by my aunt and dad, and…read moreI was honestly so impressed by their professionalism right off the bat. I've had my taxes done somewhere else before for the same price, but there was a clear difference in how they operate. They updated me for different steps, provided clear instructions and documents needed. I especially appreciated their excel sheet they sent me. They are very responsive via text and email, so it was easy to communicate with them whenever I needed! I definitely appreciate their service and how helpful they were! Definitely would recommend!

Travis did my 2025 tax filing. He kept the appointment on time and worked quickly. I'll come back…read morenext year.

Travis failed to explain a Premium Tax Credit reconciliation before filing my return, which…read moreresulted in an unexpected repayment. This was never discussed in advance, nor were the implications or repayment caps explained and I only discovered it after filing. Travis later was able to provide an explanation.