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.

We have had our taxes completed by Quiktax since the beginning, which was over 25 years ago, and…read morewouldn't think to going anywhere else. Lorie and her team make the filing of taxes as easy as possible. Because of their outstanding service, we have recommended Quiktax Services to everyone we know!

I've been going to Lorie at Quiktfor over 15 years, and I truly cannot say enough good things about…read moreher. She is not only incredibly knowledgeable and professional, but she genuinely cares about her clients and their financial well-being. Over the years, she's given me sound, strategic financial advice that has quite literally changed my life. I went to grad school because of her so I trust her completely with not only my taxes but financial planning and I always leave our appointments feeling more informed and secure. She's sharp, detail-oriented, hilarious, and somehow makes even the most stressful tax seasons feel manageable. If you're looking for someone honest, experienced, and genuinely invested in your success, look no further. She's the best of the best!!

I have never enjoyed working with accountants in the past. The biggest reason is the fact that they…read moreare slow to reply, oftentimes rude, and seem to cost too much. This was the opposite experience with Drisa. From day one working with Drisa I could tell she really wanted to help. I had to deal with converting retirement accounts while avoiding taxes, I had questions on tax implications of a missed RMD for a friend, and dealing with taxes due to moving from different states. She dealt with all of the issues, and was in constant communication. I am now using Drisa pre tax time to make my life easier, rather than waiting until the last minute as I always do. There are no other professionals that I would recommend ahead of Drisa. Thank you for all the help!

Drisa is amazing! She is professional, honest and answers all of our questions with ease. She…read morehandles our personal taxes and also my business taxes. I have and will continue to recommend her to family and friends. You can't go wrong working with her

Yessenia is very professional, straightforward serious about getting your business needs met…read more I am so thankful for have found her!

Ducenia was very helpful and explained everything to the tea. I would highly recommend her. thank…read moreyou for your services

Did my taxes here for the first time a few weeks ago and let's just start with I wish I would of…read morefound them years ago! Quality work, excellent customer service service, patient, explained everything from beginning to end, super friendly and simply highly recommend and right dead smack in the middle of Uptown Whittier!!!!!

Mayra was attentive and thorough while filing my 2025 taxes. She was open to my questions and when…read moreshe didn't know the answer right away she consulted with a colleague which made me feel confident in the accuracy of the response given two tax professionals contributed to it. She also provided clear responses to my questions about timelines on when the refunds would be provided by the federal government and the state. When it came to settle the bill, Mayra was able to provide a discount which I greatly appreciated and made the cost of the service competitive with other tax preparers. In my experience, which includes having my taxes prepared by H&R Block and Jackson Hewitt, Mayra's expertise and professionalism was superior.

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

Laura and her team at Hess are professional, knowledgeable, and trustworthy. I've been having my…read moretaxes done here for many years and can honestly say they're the best in the business. If you want your taxes done right and want a wonderful experience, this is the place to go. I couldn't recommend them more!

My brother-in-law recommended Hess income tax. I had gone with him for a couple of years to help…read morehim out. So I decided to go with them this year. Laura has a lot of knowledge.

Very thorough and attentive service, with clear communication and strong customer service skills.read more

I don't recommend this place - getting charged over $175 to scan documents and send to an email…read more They're thieves and I'm not saying this because I want to bad mouth anyone but this is insane. I work in law and scanning a document shouldn't be charged whether it's one page or 1,000 pages If their machine is slow as they claimed over the phone then why should the client be penalized then excuses it with "well my employee stood there for two hours!" So what?! That's why she's your employee that you hired to provide a service for an hourly wage. Not in my years of experience doing immigration work or personal injury work have I ever charged struggling families for this. That's not right. I can only imagine the insane amount they charge for getting your taxes done here. These are hard time for immigrant families, this is not the time to be greedy. Actually it never is the time.