Rebecca is incredibly professional and good at what she does…read more She's kind and knows her craft. It's almost like a one stop shop, notary, taxes ... you name it she can do it and if she can't, she knows someone who can. I can always appreciate her personable services and would recommend anyone to come here for her expertise!

I called Rebecca the day before to come to my house to notarized several documents for me. She was…read morevery responsive. Confirmed the meeting. And arrived right on time. She is very professional and I highly recommend her.

This is my second year working with Portia for my taxes. Her services are timely and very thorough…read more I would highly recommend her if you are looking for someone to do your taxes.

Portia is quick, dependable and extremely efficient. My taxes are not easy and she is able to get…read morethem done, from start to finish, in a couple of days. All systems are in place to make the process quick and easy. Thank you Portia.

Honest and helpful. Helps the community and as a former educator, Frank knows that it is important…read moreto keep his clients in the loop.

I had a fantastic experience working with Nina at OC Tax Geek. I've been coming here for years, and…read morefor good reason--I've referred multiple people who have now become regulars themselves, which really speaks to the loyalty they inspire in their clients. Nina made a potentially stressful tax season incredibly easy and manageable. She is thorough, professional, and really looks out for her clients. What I love most is the office atmosphere; under John's leadership as CEO, they've created a space that balances top-notch professionalism with a great sense of humor. It makes the whole process so much more enjoyable. I walked out with total peace of mind. If you're looking for someone knowledgeable and kind who truly knows their stuff, go see Nina! I'll definitely be back next year.

My husband and I were referred by a close friend a few years ago and we have been beyond pleased…read morewith the tax help they have provided over the years. They know their stuff and even for odd tax situations they know exactly how to handle them. They give great advice and take time to understand your situation so they know how to best help. I'd highly recommend them to anyone; you will not be disappointed.

Dennis is great! He is very quick to respond to questions and has handled our somewhat complicated…read moretaxes for several years now.

Dennis provided outstanding services regarding my tax return. He responded to my initial email…read morewithin a few hours. He prepared my return within 24 hours of receiving my documents. The process was the most efficient and pleasant I have experienced. Dennis provided advice on a tax question I had. Dennis is professional, responsive, and courteous. His fees are fair. I am grateful to have found him.

Stan & his office assisted me immediately to remediate a error notification from the CA State Tax…read moreBureau. Despite the fact I was not a long term customer and they had other appointments on the calendar I was reassured by Stan's quick assessment of what the problem was and his immediate contact with the state to rectify the error. I will definitely use Stan again.

Great experience. Even though I was not a customer, Stan took his time to review my tax returns and…read moreprovided professional advice. Highly recommend. Thanks again Stan!

I am the treasurer of a very large non-profit organization. I took over from my predecessor of 15…read moreyears that kept the books on an older version of Quicken. I recently migrated to QuickBooks Online and needed help to add in investment accounts as well as ensuring all accounts/categories/etc. were set up correctly. Finally, I need help in finding my mistakes in preparing the Statement of Financial Position. Louise and Eric Liewald did an outstanding job in assisting our organization. We are now set up to maintain our QBO financials and can easily produce our required reports. Their costs were very reasonable and they have saved me from many sleepless nights. I highly recommend them.

I been a customer for well over 8 years, very good service and professional advice. One of the best…read moreCPA firms. My business is in good hands. Gregory V Moss Footsteps Of A Champion LLC Owner

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.