I was able to get a consultation the next day after contacting this business, during the last few…read moredays of tax season. My consultation was with Anthony S. and he answered some of my questions and gave me reassurance in regard to tax preparation. He was well spoken and efficient. I didn't end up using his services at this time but I plan to use them in the future. Thank you Anthony, for your time. I recommend this accounting firm as they are professional and reliable.

We've been their clients for over 5 years for business and personal taxes. The team is responsive,…read morefriendly and knowledgeable. If I ever have any questions, they always make time to answer my questions and ensure that they have my best interest in mind. The personal touch customer service is the primary reason why I'm still with them. Big shout out to Eric who's been handling the majority of my accounts recently. Thanks for your time and patience!

Requested a free consultation, and Tony was very helpful and honest during our online meeting…read more It's hard to find companies with knowledgeable individuals who can provide valuable opinion as many are like robots so it's refreshing to have someone understand your needs and try to give you their best advice. Hope to work with Tony at Crosdroads Planning for our future tax planning needs.

I contacted Crossroads Planning after my mother passed away to get help with estate and tax…read morematters. John's presentation was clear, professional, and very informative. What impressed me most was the compassion they showed. Their kindness and expertise meant a great deal to me, and I've saved their information to use their services again in the future.

Turn my taxes over to the government that he prepared because they wanted to investigate what I was…read moredoing financially and got paid to do it all without my consent

The whole staff was professional and courteous. Explained…read morein detail every step of the way

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!

New business owner, inquiring about bookkeeping services. Initial consultation was with Mark who…read morewas prompt, practical, and polite. Mark provided me with outstanding realistic advice and guided me the correct way in approaching bookkeeping as a business owner. A fair recommendation is to at least understand how bookkeeping works for at least 1-2 months before deciding you need to seek a professional. Mark did not exhibit any predatory tactics and genuinely looked out for me, explaining what he thought was best for me during my current stage of opening my business. Irvine Bookkeeping also provides tax services in terms of quarterly business tax filings. Highly recommend for transparency and competency!!

Old school face to face banking. Greeted on a first name basis and have your best interest at…read moreheart. We have a small business and i wouldntbank anywhere else! Ila Gomez, Kevin and Hua Ling are fantastic! Thank you!

Hauling, Jamey & Kevin are always such a great help! They're very personable and reliable with all…read moreof my requests, I will continue to be a returning customer

Eric answered all my questions I had about my taxes which I appreciated…read more I was not a fan about just talking through email since it took awhile to go back and forth. Personally would rather be in person and talk but that's just my preference. Submitting my info through a portal was easy and fast. D

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!

A friend recommended Vasquez and Associates to me when I moved to Southern California 3 years ago…read more I was starting a consulting business and my wife is in real estate and Louis helped me form a corporation to take full advantage of the tax code. Since starting the business, Louis and his team have provided exceptional service and sound advice that has saved me thousands of dollars in tax liability. Louis and his team are a joy to work with and I recommend Vasquez and Associates to anyone seeking help with their business and personal, accounting and financial needs.

Louie and the entire team are professional, outstanding advisors who really know how to help…read morepeople. They listen, gather the necessary information and then "in plain language" give their advise. I am on the east coast dealing with sale matters happening on the west coast and Louie's advise has been efficient, reasonable and considerate of all circumstances. They are great. Don't hesitate to reach out and as for help from them. You will be so glad you did. Kathy Delmonico 3/5/25

Not sure why Kyle doesn't have any reviews on Yelp. Was initially hesitant to go with him, but…read morechecked him out on Google and people had some good things to say. Anyhow, called Kyle about what my best options would be to handle some Business debt I've incurred and he was super helpful in getting me the information I needed to make a more informed decision. There was no upsell, just advice and I appreciated that a ton and found it super refreshing. Anyhow, thanks again Kyle!

From the owner: Onitus Capital specializes in investment management, estate planning, tax strategies, employee…read moregroup benefits and company retirement plans. Call today to start planning for your future!

Martin and our family have had a 25 year plus relationship. Always super professional in any…read moredealings.

Martin has been my agent for over 30 years. His support staff provides the absolute…read morebest customer service. They go above and beyond to help. I highly recommend Martin and his team to help with all your insurance needs.

I apologize for the late update everyone! I thought I provided an update on this issue and I'm…read moregiving a 3 star because this could have been avoided and was not handled properly. Here are the steps I took to get the matter resolved: I contacted AAA (ie. Agent) immediately as soon as I received the cancellation notice with my payment in the mail via phone and email I also filed a complaint with the Insurance commissioner, who investigated the complaint AAA immediately reinstated my policies, sent me an apology letter, received an apology email and phone call from their corporate office. I spoke to an underwriter from another company and they were shocked this happened, they EXPRESSED it's critical homeowners know their rights with the insurance commissioner including the importance of filing these complaints! **Issue Resolved**

Had a quote for condo and auto from a company my employer works with but wanted to stay loyal to a…read morerelationship with AAA since 2022 and paid what was quoted in full. 7 weeks later they drop the condo insurance which I can understand and get my head around but then they are asking for almost $500 more dollars for the autos since they pulled the multi policy discount. Any decent company would eat their mistake and keep a customer. Kerry Petersen is horrible at her job, doesn't return calls, A "so called" manager Brittany Hamilton doesn't return calls. AAA is a dirtbag company that's probably getting their ass handed to them because the fires so it's a money grab. It may be hard to find any great insurance company, but anyone will be better than these creeps. PS- Shout out to Fausto in the Glendale CA office for not hiding, letting me vent and explaining the BS that took place.