This firm came recommended to us over a year ago by a friend of ours who used their services and…read morewas very happy with the results. So we made an appointment and met with Arvin. We provided him With as much information and documentation we received from the IRS for his review. Arvin explained everything and we left his office feeling a lot better about our situation. Fast forward to 7/2026 we received another letter from IRS and made another appt with Arvin and he reviewed and provided us with some useful Advice and we left his office with peace of mind. We sincerely appreciated Arvins honesty and transparency. The offices are also beautiful and the staff are all Professional and very courteous. We will definitely continue utilizing their services as needed. I'm glad they were recommended to us. I highly recommend their services.

David is an absolute gem - very professionally, friendly and has helped me out for myself and my…read morebusiness tremendously. This is the first year David has been mine and my business' CPA. As a Yelp Elite reviewer, I highly recommend David for everyone's business.

Darren is an extraordinary resource to my family and my business. I own a consulting firm and have…read morea complex personal finance and tax reality. I also decided to live on the other side of the world. Darren has been indispensable making sure I stay on top of my business, up to date on all of the various state and local taxes, and he works seamlessly with my financial manager to maximize our wealth and minimize our taxes. Personal or business - Darren is a great choice as a CPA

Darren has been doing my taxes for several years. He's professional, knowledgeable and a pleasure…read moreto work with. He was a great help in dealing with my move to another state. I will continue to send my taxes to him even though I no longer live in CA. It's hard to find a really good tax accountant. I highly recommend Darren Smith CPA.

David has been our personal financial advisor for many years now. I appreciate his conservative…read moreapproach to our portfolio, concentrating on long term growth. Would recommend any of the advisors there

Chuck, David & Anthony provide excellent customer service. They proved to be very helpful! Thank…read moreyou.

Garrett at Crossroads is the best! He has been doing our taxes for 6 or so years and is always so…read morehelpful. He answers all of my emails throughout the year so quickly and always helps me understand the random IRS letters that come in the mail. Thank you Garrett!!!

I met with them for financial planning. After having me sign an " engagement letter" that had no…read moredetails of the services provided, they acted shocked at my request for some sort of written agreement detailing specific services and times. After this they stated "I was not a match". Use at your own risk. Tony specifically the "planner ".requested I send sensitive documents through email.Absolutely under qualified, and unprofessional. I have proof of his partner/ colleague in his firm doing the same thing. I've attached a picture, because the owner is lying on the review.

Ralph has been doing our taxes for over 45 years We couldn't…read moreask for a better tax man

Quite literally the worst experience I have ever had with an accountant in 30 years…read more 2021 they forget to set up electronic ACH payments, despite telling me they'd completed this. 2022 they realize they screwed up my return in 2021 and had to file an adjustment. 2023 they inform me they never charged me for Quickbooks management in 2022 and they need to charge me last year and this year. I review their activity in Quickbooks, and it is so minimal it's a joke. Pretty much every balance is off. Never mind, eh. I still owe them $6,000 for their efforts. CA Tax Franchise Board tell me taxes weren't paid for 2022. I need to go back through bank activity - Gerry Andrade and co. have been entirely unresponsive, despite numerous attempts to contact them. Go with this firm for your tax returns if you enjoy expensive mistakes and like slow to nonexistent responses, poor communication generally and being palmed off to more junior accountants every year. Pretty sure if I'd stuck with them for 2024 they'd have the janitor doing my return.

I had a really poor experience with Mr. Robinson. I found him to be unhelpful and confrontational…read more I feel like I wasted money on his services, because I left without my questions being answered, and the one time I tried to follow up, he was so cantankerous that I decided just to go elsewhere.

Lee is exactly what you would imagine an old school tax accountant to be, honestly I am surprised…read morehe doesn't have one of the green visors to shade his eyes. That said, Lee really knows his stuff. I had a couple of questions about some nasty looking forms I had received, and he put my mind at ease immediately, and explained what to do about them. He has a cool office very close to Main Street in Huntington Beach, so go see Lee, get your taxes done, then go to Main Street to celebrate, how easy is that! Taxes are never fun, but at least with someone like Lee on your side you know you are getting them done right, after all, who in their right mind wants to mess with the IRS.

TEN 's! The service Trish & her teams provides is just wonderful. Many people become stressed ,…read moreafraid, and experience all different types of emotions linked to the topic of "taxes." The "get in and out" strategy this company implement has eliminated any feelings of anxiety/stress when it comes to filing taxes. Why? because of their knowledge and more importantly -their results. They provide just superb service unlike any other tax service I've located. They make it seem simple for the lay person yet Trish seems to have more knowlede than some tax attorneys-who charge more than 800 per hour. This business is just flat out A+++++ And anyone who feels otherwise would need the entire team of a large hospital to examine their brain. THANK YOU for doing such a FINE job on my taxes for the past 7-8+ years.

horrible service. Joe doesn't take his time with clients. His employee lost my W2's and my file…read morewith all of my information. Nothing has been done. Joe is protecting his employe and now I've been given the run around. Joe is full of shit. Don't trust Joe.

We have been going to Gilbert for a couple of years now. My hubby retired 7.1.22. Gilbert made our…read moretransition easy. Let us know what we need to get together, Stocks assets et cetera. Once together, he put it into a plan that makes so much sense. I'm definitely pleased.

My family and I work with one of the founders Gilbert Cerda for the last 3 years…read more Gil has allowed us to better plan financially- from budgeting, taxes, investment strategy, to overall financial health - Gilbert and his team were there. We have then been able to graduate to be able to optimize our investment portfolio. We are saving more and putting our money to work. Gilbert and his team are warm and attentive but the best thing I like about Cerda Advisors, aside from being a Trojan, is the level of trust I have for them and knowing they are doing whats best for me and my family. That's priceless. I highly recommend.