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

Travis did my 2025 tax filing. He kept the appointment on time and worked quickly. I'll come back…read morenext year.

Travis failed to explain a Premium Tax Credit reconciliation before filing my return, which…read moreresulted in an unexpected repayment. This was never discussed in advance, nor were the implications or repayment caps explained and I only discovered it after filing. Travis later was able to provide an explanation.

Ive been going to Dan for the last 4-5 years. He's the best! He always answers any questions I have…read moreand works efficiently.

They were not at the office, took phone call but refused to offer service…read more Got recommended by friends but was worthless in offering any assistance.

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.

Been going here for years. The team at JC is well versed at what they do and provide outstanding…read moreservice.

John and Hien are the best! I have been filing my taxes with them since 2012 and there is no…read moreonline tax service that could replace them. Their combined professionalism, expertise in taxes, personable service, and family oriented business is what keeps me coming back. The amount they charge is also super affordable compared to what I used to pay in the early 90s. I always love to catch up with Hien on the amazing travel bucket list that she has compiled over the years. I always recommend their office to anyone that asks. Plus, at the end of filing you leave with the butter cookies that you can use the tin for sewing supplies.

She was able to answer all of my questions and word it in a way for me to understand even when I am…read moresomeone unfamiliar in this field. Very easy to work with.

Made an appointment with Mindy at noon for today. I sent her an email saying I would be a few…read moreminutes late because I try to be early to my appointments. I showed up at 12:01. She was 12 minutes late. She walked into the lobby, went to her computer with no acknowledgment of her lateness nor did she even say hello. She told me to come into her office with zero apology and said what can I do for you. I opened my laptop to pull up my notes. In less what a 1 minute passing after starting to reply to her, she told me she needed to take care of something urgent and left the office and locked the door behind her. Again, no apology. I'm not trusting my taxes with someone who can't manage an apology or her own time. I left and told the woman sitting in the front how rude and disrespectful it was that she kept me waiting with no apology and then promptly left as soon as I sat down - again with no apology. *****UPDATE TO MY REVIEW 1 DAY AFTER THE OWNER'S RESPONSE ***** Screenshots attached of: 1) your 12-1 p.m. appointment invitation, 2) my call to your office 3) your email telling me it's "not right to hurt a business with your own issue." Mindy, I arrived at 12:01. Were you ready for me at noon? You didn't meet with me until approximately 12:12, then left immediately after we sat down. Claiming you didn't know when I would arrive does not explain walking away WHEN I WAS ALREADY SITTING IN YOUR OFFICE IN FRONT OF YOU. I emailed as a courtesy and also tried calling. Your voicemail was full and would not accept messages. My garage door problem made me 1 minute late. It did not cause you to keep me waiting or leave our appointment. Those were 100% your decisions - own it. Calling this "my own issue" shifts the blame instead of addressing your poor conduct. An honest review of my experience as a potential client is not unfairly hurting your business. You're an accountant asking clients to trust your judgment and attention to detail. Your public response asks for mutual courtesy. Yet your private email tells me I'm hurting your business with "my own issue." Neither explains why YOU chose to leave an appointment I showed up for and we had already started. Both reinforce why I wouldn't trust you.

Taxes are due again and I found a nice place to get your taxes done, even in this time of social…read moredistancing. Found Sovanny on yelp and made an appointment on itaxmasters website. She worked on my tax return while I was working at my job remotely! After a few emailed documents, a brief phone call and a couple of questions my taxes were done without me having to go anywhere. Of course she also gave me some great tax advice that would save me more money. After setting the date when the IRS will withdraw funds, I paid Sovanny through VENMO and that was it. If you're looking for a simple way to file taxes, come to itaxmasters! They make it easier on you to file. See you ne t year!

All these 4 and 5 stars are 100% fake! This person charged me 250 for a 1040 ez ,it's funny how…read moresome reviewers say she explained everything yet with me nothing no explanation as a matter of fact if I wanted her to spent time to go over the preparation it was an additional 50 to be honest I feel discriminated!. Don't waste your time here go to a real tax professional who reviews line by line and breaks everything down for you without over charging you. I'm also reporting this business to OAG for bad practice and discrimination.

This is one of those places where it's actually true that you save money by going to an Asian…read morebusiness, yay! I could probably do my own taxes but why? I hate paperwork and numbers and I'd freak out about any possible errors. It's just so much easier to have it done by a professional. It gets very busy here during tax season, especially on weekends. I recommend calling ahead and if possible, dropping off your tax statements, leaving your contact info and coming back once it's all done. It only takes about 10 minutes to review and make any necessary adjustments (unless you are incredibly wealthy and have tons of paperwork). I usually go to Hai (the man who sits in front) and he's very nice and patient. I've only spoken English with both him and Lena and haven't had any communication problems. The fee is very reasonable and varies depending on the amount of work required. I've been charged as low as $40 before and once I noticed someone paying $100. Either way, I've had friends tell me they pay way, way more so it's definitely worth checking this place out!

Solid 5 stars. My brother and sister and my family has been using their services over 10 years…read more Very professional, prompt and reasonable. Will be using them many more years to come. Extremely happy here. Never going anywhere else

Still coming in super last minute to get my taxes done, but Stephanie (also goes by Thu) was super…read morehappy to help me as usual. Something's never change. There's a clear barricade and everyone was wearing a mask. I didn't feel any risk there at all.

This tax servicer is a scam. The owner is rude and unhelpful. My parents went out to request her…read moreservices to help fill out and send forms for the car tax relief. She said yes and after they paid her she helped fill out maybe one simple form, she didn't help them send out the form because my parents at the time didn't remember their password to the account. The issue is not just that she didn't help them finish the full task they paid her to do, but her attitude through the whole process. She talked down on my parents and in the end couldn't even help them.

I was recommended AT&A American Tax and Accounting Services for my tax and accounting needs due to…read morethe fact that my last tax person lost a lot of my files last season, and overall it's been a really smooth experience. They're straightforward, easy to talk to, and don't make things feel more complicated than they need to be. I had a few questions about deductions and filing changes, and everything was explained in a way that actually made sense without feeling rushed. Turnaround time was solid, and they were pretty responsive when I followed up. What I appreciated most was that it felt organized and personal at the same time; it feels like you're not just another file in a stack. Pricing was fair for the level of help I got, and I left feeling confident everything was done correctly. I'd definitely recommend them if you want a no-drama, reliable place for taxes or bookkeeping.

Normally I do taxes through TurboTax by myself but last year I sold stocks I was awarded from my…read moreworkplace years ago and I was worried I have to pay taxes instead a refund. It felt complicated filing taxes by myself since I sold stocks so I had to hire a professional. I was concerned of paying a high fee so I contacted AT&A to help me out on my situation and Megan respond back to me via email. I made an appointment with her the next day and she was very detailed and I was not aware with the overtime bill (I am a type of person who works overtime weekly) that recently pass and it helped me paying less taxes than expected. My appointment took an hour and it was worth it when my concerned of paying only taxes for both federal and state, I ended up getting a refund for fed but ended up paying taxes with state but I am satisfied with the outcome they gave me. I would definitely come back here to file taxes again next year and I was 100% satisfied with the service they provided and the cost to file taxes was reasonable too. Thanks again Megan, Danny & AT&A. The drive from Riverside to file taxes in my complicated situation was worth it.