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

Tax prep done without issues. Great value for what we got. All done online and easily uploaded…read moreall information.

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.

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.

They are amazing! The staff is friendly and helpful! They have a charging station as well. I have…read morebeen coming to see Victor for many many years and will continue to do so! My family loves their attention and service!

I have been using Advance Tax since 1995 Excellent service ,…read more David is very knowledgeable with taxes. BTW the front desk girl Maggie also very helpful and working since 1995 also.

I have been coming to David for about 7 years of ridiculous tax filing and never once have I been…read moreturned away or late. My taxes through the years have always been a mess. I used to freelance in the movie industry and I had piles and piles of 1099s and an assortment of W2s. Now that I freelance as a creator, I have even more expenses and etc that David and now Raymond have had to wade through. With every job change or additional thing, They ALWAYS know how to handle it and file everything perfectly and on time and by the book. I cannot recommend them enough. I even moved across the country and I STILL send all my taxes back. They have my business for life!!! If you're buried under a pile of taxes and nonsense from taxes, these are your folks. Small business, family owned and ran.

Anderson is great! Very personable, fast communication and has great rate. I had a lot of questions…read moreabout my taxes and he was super helpful in making the process less daunting. He was able to help me answer any questions I had. He also speaks English and Chinese, which makes it helpful for those who need translation. Overall, Anderson was very professional, efficient. I highly recommend Anderson for taxes!

I made an appointment, and no one was there when we arrived. I don't know if he forgot or ran late…read more He had us waiting outside for 10-15 minutes. He didn't get our tax return done when he said he would. Said he had a death in the family. Ok, I'm sympathetic to that. But when he finally got our return done weeks later, he made a big mistake that could've easily been avoided, which resulted in us owing $4k more in taxes, and then he had the gall to blame it on me. Considering the amount of time I spent making sure that he was working on our return and having to review it, I might as well have done it myself. The only silver lining was that his rate was low, but I also got what I paid for. (I did not provide you with two documents with conflicting info. One was a spreadsheet that I prepared that had my mortgage payments as part of my expenses. The other was the actual tax form from my lender with the mortgage interest amount which was the number that was supposed to be inputted. It was an oversight on your part. I don't take issue with how much we ended up owing in taxes. But if I hadn't caught the mistake, we would've underpaid.)

Mason is the best!! He's helped us with our taxes for several years now and it's always so smooth…read moreand easy! We have 1099s, W2s, LLCs and an S-Corp and he takes care of it all.

I needed to file my taxes, mason got it done for me the same day as my appt. He made the process…read morequick easy and convenient. I'm not in his area, so I emailed him everything, made an appointment and he called right in time for my appointment to go over some of the finer details and see if there was anything he could do to maximize my return.

More than 5 stars! I highly recommend this tax accounting…read morefirm. They are extremely professional, deeply knowledgeable, and always responsive. Every time I reach out, they address my concerns promptly and clearly. Dana, in particular, is fantastic, she keeps her promises, offers straight-to-the-point advice, and truly goes the extra mile to help you.

Working with Dana has completely transformed how we view our business finances. Her attention to…read moredetail is unmatched; she is incredibly reliable and leaves absolutely no stone unturned. From providing expert guidance during audits to managing standard tax preparation, her proactive communication ensures we are never left in the dark. Thanks to her, our family business navigated through an audit smoothly, with no problems! What really sets Dana apart, though, is her demeanor. She is friendly and patient, bringing a sense of calm to high-stress financial situations that would otherwise feel overwhelming. If you want a brilliant, trustworthy CPA who treats your family business as a true partnership, I cannot recommend her highly enough!

My daughters and I were in the San Gabriel Valley (SGV) area for lunch with my dear friends. After…read morelunch, we did our food run for the week, but I didn't have much cash on me. We found this Wells Fargo on Walnut Grove just a few minutes from the food court where we were heading. And it's in the same shopping center as Walmart. Funny, I have been a SGVer for the last 4+ decades and I have never shopped at Walmart out in SGV... maybe because I am normally out here to eat and shop for Asian stuff LOL. Anyway, this Wells Fargo has two ATMs for use. It doesn't look like a big bank from the outside, but looks can be deceiving. It was a very quick ATM visit indeed. Looks pretty clean outside. However, what caught my eyes were the two trash bins nearby adjacent to the bank. Not sure if the trash bins belong to the bank... I doubt it, but they were nicely covered so they don't appear to be trash bins. I'll be back to use this bank when on the south side of SGV. Yes, there is also a Wells Fargo on the north side that I use LOL. Gotta cover all compass of banks.

Zero Stars if I could don't believe there are $300 promotion for starting up a new account and…read moresetting up direct deposit they say that they can't find it so I'm out $300 promoting false advertising

Thank you for taking the time to clean my tax record for fraudulent activity. You guys were patient…read moresince I had to set up an online account to create pin on my IRS. Will be going either way you guys for now on.

Smarmy attitude. Curt. Rude. It's a father/son team, and thus far, the son's been dragging the…read moreplace down. A prime example of how nepotism is a terrible idea in the work place. Tax preparation is still a people business; a tenet that they've completely forgotten. Avoid at all costs.

If you're looking for a tax professional who truly knows what he's doing, Mr. Penna at Tax Master…read moreEnterprise, Inc. is someone you want to work with. He is an expert in both personal and business tax preparation, and the level of detail he brings to every case really stands out. He takes the time to break everything down clearly, ensures nothing gets missed, and consistently goes above and beyond for his clients. You can tell he takes real pride in getting the best possible outcome for the people he helps. I've personally referred several friends, family members, and business contacts to him, and the feedback has been consistently excellent. His office is under Nex Management, and as the owner, he has built a business that's extremely well organized and in high demand--appointments fill up quickly, so booking ahead is a must. If you want someone experienced, trustworthy, and highly knowledgeable handling your taxes, Mr. Penna is absolutely worth seeing.

This was our first time using Tax Masters and to be honest, it was not even really planned. We did…read morenot attempt to do our taxes until like one day before the deadline, so my husband took a chance and walked in. It was about a 2 hour wait to be seen, but it was what it was since we waited until the last minute. Once we were in, Alejandra did a great job preparing our taxes and was extremely patient and kind. Glad we took a chance on this business with kind and helpful staff.