I found Small Business Tax on Yelp and, needing help with my taxes, decided to first visit their office in-person before committing. That was last year and I have already gone through filing two years of taxes with their help, so I thought that this review is way overdue! I always felt an unresponsive distance from accountants I had worked with in the possible, but Small Business Tax is truly different. They are seriously like family. I have engaged with a half-dozen individuals there, from the CEO to the receptionist, and they are all professional, friendly, and simply get the job done at a reasonable rate looking for ways to save you $$$ on taxes. I really can't recommend them enough. I know it might sound weird to find tax help on Yelp, but I am really glad I did and if you are in need of help, please give Nicole and team a call! read more

Been going to Nicole the last 9 years since I've been a business owner, let me tell you her and her team know what they're doing! So many stories I've heard of bad accountants but one of the best decisions I've made for my business was going to Nicole. She's always taken the time to thoroughly help me go over the numbers. I always end up saving more money I've even referred over a few friends with their own businesses who are EXTREMELY happy. The price is not cheap but guess what, as a business owner you get what you pay for and her service is worth every penny every time. Thanks Nicole and Small Business Tax, I'll be a life long client! read more

Small Business Tax - Tax Services Near Me - Orange, California

Nicole and her Team have been fantastic with handling our family's annual tax returns. They are extremely knowledgeable, thorough, and their pricing is reasonable considering their high level of expertise. They made a complex process easy to understand and took the stress out of tax season. Highly recommend! read more

After previous tax preparers made mistakes on our returns, my wife and I were cautious about finding someone new. After reviewing recommendations from friends, family, and online sources, we chose SB Tax--Small Business Tax at 1403 North Batavia St. Suite 103 Orange, CA. and our experience exceeded our expectations. Jordan, took the initial call and carefully reviewed our situation, verifying what we needed and coordinating with the office to ensure our complex taxes could be handled properly. He followed up with emails, clarified details, and passed everything on to the staff. At that point, Nicole, who has many years of experience handling taxes full-time, took over and guided the entire process from beginning to completion. Jordan remained involved throughout, following up whenever additional information or clarification was needed from us. It was truly a team effort. What impressed us most was the thoroughness and expertise applied to prior tax years. Without any prompting, they identified errors and confirmed what we had already suspected about past filings. They carefully explained everything and showed exactly how to address it, giving us confidence that our taxes were now being handled correctly. Their approach ensures that clients don't run into the same issues repeatedly or have to jump from one accountant to another. SB Taxes is not a part-time operation or a temporary service--they do this full-time, and it shows. They deliver precisely what they promise, with professionalism, attention to detail, and genuine care for their clients. Comparing their pricing to what we paid previous tax attorneys and accountants, we found their fees very reasonable for the level of expertise and thoroughness provided. They completed our 2025 tax return a week before the deadline, now that's a home run. We feel confident and relieved knowing our taxes are handled correctly, and we will continue to rely on them in the years ahead. read more

Small Business Tax - Tax Services Near Me - Orange, California

Since the pandemic when we moved to Orange, Small Business Tax has been our go to for Tax Prep. They do a wonderful job. They use a secure drop off site to upload all your documents and download your returns. They are prompt, have lots of availability for appointments, and offer fast turn around. This year, I had to wait until April to get started because of some issues getting some of the documents that we needed. We were still able to go online and get everything taken care of within 3 days! Since we had used them before we skipped the appointment and told them to just send us an email with any questions. They also offer tips on things to do to minimize your tax burden. For example, this year I didn't top out my 401k Contributions and I made it a goal to take care of that for next year. The staff is friendly, courteous, and as good as the yelp reviews that caught my eye when we needed to move on from our last tax prep place. read more

I've been coming here to SBT for years, a good decade at least. I've had nothing but great service, by forthcoming people, who are nothing but straight shooters, and with absolute integrity. I am writing this review because I happened upon a particular yelp review to sbt that my daughter brought to me and it made no sense. It was a negative review from a year ago. How does a company that makes money filing taxes, managed to file thousands upon thousands of filings yearly, but fails to file this one particular clients over a period of six months, and according to her, after constant reminders? Even getting an extension on the deadline! It makes no sense. They can file everybody else else's, but yours? Cmon. Now, I don't know this person, and I do not claim to be familiar with the scenario, there may or may not have been missing numbers or documentations to numbers ... but really, no tax office SHOULD file frivolously and in finality create subsequent unnecessary interactions. But a lot of offices do just file, collect, and if Sh!t happens, that's on you. I'm older, I have a bad memory, I own a lot and I lose a lot and I have benefits I am unaware of. Some years, I lose benefits because of some new rules or other. Sbt always makes sure I get what is mine, what I deserve, and every so often, because investments are great, I gotta pay. Someone has to pay to make the red light turn green. I go with those I trust are capable and with my interests first. read more

Paul and Nicole have been doing my small business and personal taxes for a few years now and I HIGHLY recommend them! They are so easy to work with, never miss deadlines, offer excellent advice and have a wonderful staff that makes sure you're covered come tax time. I'm always so stressed out just thinking about getting my taxes done, but every year the team proves I'm in good hands here. Thanks guys! read more

Small Business Tax is great! I have been working with Nicole and Jordan (and also Iman). They have all been extremely helpful!! They always respond timely and offer the best support. I am happy with the work that they have done. Thank you for everything! read more

For all that are looking for a great accountant team, look no further! You will find them at Small Business Tax! Their staff are wonderful to work with, and I love having Richard Boner as my accountant! He's very calm, easy to talk with and very intelligent, which makes me feel at ease around the tax filing time of the year! I have been having Small Business Tax do my taxes for several years now and I couldn't be any happier!! read more

I've used Small Business Tax for the past 4 years and highly recommend them. Paul and Nicole have always been very responsive and reach out to remind me of upcoming deadlines. M. Vega read more

Fantastic service! Very professional and friendly office staff. Great tax advice for small businesses and great tax service.

I hired Iman, accountant at SBT to complete my personal and business taxes which he FAILED to do. Initially, he was helpful and seemed knowledgeable. Then it was false promises, missed deadlines, unprofessional attitude, and endless excuses for not completing my taxes. I hired them in Feb. 2024 and shortly after I was told my taxes were ready. I went in to pick them up and dropped off a check for $1200. Then Iman said he needed to review the taxes over one more time before filing them. He missed the first IRS deadline and I agreed to the extension to give him more time. Weeks passed and no final copy of my taxes and no update. I had to contact Iman several times to get a status because he would say he'd have them ready on a certain day, tomorrow, Monday, etc. No follow through, and when I did get a hold of him on the phone, he was rude and unprofessional. He made excuses to not assist me, oh he's not at his computer, he doesn't remember where he left off on my taxes, or the last time he announced rudely that I was interrupting his lunch before hanging up. Next I got an email from Iman on a passive aggressive power trip stating he would not be finishing my taxes. It was 2 weeks before the IRS late filing which wasn't enough time to hire another accountant to start all over. Due to the positive reviews on yelp, I tried calling the owner Nicole to get re-assigned to another accountant but seems she didn't want to get involved. The lack of Integrity and commitment to the client is disappointing, especially because not meeting an IRS deadline can result in penalties to the client. At the end of the FIASCO with SBT, I lost six months of my time and energy with no taxes to file. All I got was the runaround for a service I fully paid for. I had to take the initiative to call and remind them to finish my taxes. Be Cautious in entrusting them with your finances and handing over a check before they are 100% completed with the work. I would not have paid the entire amount had I know the taxes were not completed or being released to me EVER. read more

I was ready to pay to have my matter resolved, but they suggested that I can easily try handling it for free, and gave me starter instructions on how to do so. Big thumbs up for that. read more

SBT helped me with a number of matters and were absolutely terrific in all respects. Nicole Queeney and Richard Boner were thoughtful, patient and responsive. My now-deceased mother's tax return was audited, and Richard took care of the audit efficiently (and the process was as painless as it could possibly be). Richard recently helped file my mother's individual income tax returns and a number of trust returns. He was a lifesaver and could not have been more helpful. I highly recommend SBT and Richard Boner. read more

I have been doing my own taxes for years and I've always thought I was pretty good until the day I got audited. SBT saved my business and my sanity and as a first time user of a professional CPA, I am so so very happy I got a professional service and a professional CPA on my side. Dealing with the IRS is no joke and I highly recommend you hire a firm that knows how to work with the IRS and all the pit falls you may encounter My business has been working with Eric from SBT and we have been so fortunate to find someone who returns your calls, answers emails and goes above and beyond. Many many times I overlooked things on my return only to find that Eric catches my mistakes and saves me thousands of dollars Well worth the cost of hiring this firm for your business. I would never ever try doing taxes on my own again. SBT has an army of staff and I promise you that you will be the priority when it comes to saving you money and finding ways in which the IRS laws allow you to deduct and or not. Top rated business!! Excellent service and more!! read more

Every experience we have had has always been top notch. Going on our 2nd year and Iman has been so much help in getting our taxes filed. Great service great communication and so much help and advice is given. Look forward to the future with them. read more

I had a great experience with the team at SMT. They stepped in without question at the last minute to ensure we got our taxes done before the deadline. They were organized and efficient in handling business and personal taxes and provided excellent service. We received immediate responses any time we had questions and felt guided to make responsible and informed decisions for our business. I know a lot of late hours were worked to help us and others and it is clear they go the extra mile for their customers. We found great value in Nicole's and Paul's expertise and Jordan walked me through any and everything. We absolutely recommend SMT for tax and accounting needs! read more

They know the law,rule and regulations but most of all they take care of clients like it's family and focus on what they can do to enrich clients ,reduce tax liabilities save for the future.Always provide services needed when requested read more

Amazing company, I was hit w an unforseen audit, that took 6 mos to battle, and the result was no chane to my taxes, so we passed w flying colors. I am so thankful for Richard, Nicole and this entire company. I believe that it was not only their qualify of work but their qualify of people that got it done. - BA read more

Normally I'd be the last to write a review however given the years of GREAT service and at a time like this, yes. The people at small business tax have been helping me for years providing the very best service. I've feel like I've been treated like family. They always have my best interest at heart going above and beyond to help me through. read more

I made the mistake of incorporating through another CPA (Honest Tax Solutions, the irony) because of the lower cost only to realize there was a reason for that. They did the bare minimum, nickel and diming me for every piece of advice. Iman came to save the day by helping me figure out the missing components and be more thorough every step of the way, showing me what to do to cover what I missed with the other CPA. Their fees aren't much higher, but you will get a much more thorough service incorporating with them! He even helped me figure out my payroll errors even though I was already signed up with another company and not signed up with them. I remember how he was generous with sharing his insights even before I was an official client. Whatever the issue, Iman will try to figure it out with you with great patience and a positive attitude given how stressful and daunting tax jargon can be for new business owners! read more

Thank you so much to Eric and the team! I've always had super complicated Tax Returns since I had multiple jobs. They've always made my life super easy with all of the trouble I've had before. I cannot thank you guys enough. It means alot. read more

I found this business on Yelp, as I was in need of some help with my new S-Corp. My appointment was with Nicole, and I was the first person of the day. Nicole was INCREDIBLY friendly and genuinely cared about helping me out with my tax questions. She was patient and very sincere in her responses. I never got the feeling that I was just "another customer" that added paperwork to her stack... She gave very through explanations, and really blew me away with her desire to help me out. I will DEFINITELY be back to file our annual tax returns with Nicole, as she's very very knowledgeable and super friendly. If you're considering someone for your taxes, and I would absolutely recommend Nicole. She really is awesome. I've had bad experiences with other accountants treating me as an "inconvenience" and just another person in a cue. But not this place. Highly highly recommend! Thanks Nicole! read more

Eric Y. is my CPA, he's amazing. Goes above and beyond, and as my business has grown, he's been providing me even more support. I was searching for a CPA several years back and I found them through Yelp. It's now obvious why they have such high reviews! Eric at SBT is very patient and knowledgeable. I've never asked him a question where he didn't have the experience, so I feel confident I'm getting the proper advice. If you're a small business owner, this CPA is going to give you the advice you need. read more

Nicole and the entire staff at SB Tax is always prompt and diligent with their response time and flexibility. Very accommodating and highly recommended! read more

Ms. Queeney and her associates at Small Business Tax did an outstanding job for us at a reasonable price, and we recommend them without hesitation. We would especially like to recognize Jordan for his efficiency and professionalism, plus he's an exceptionally nice person to do business with. Robert C. Ewers Roanoke VA read more

Small Business Tax has been a great help to us for our personal and small business tax needs. My husband and I have been going to Nicole and Iman for years and we will never go anywhere else. Not only have they assisted us with the standard tax preparation, but they have gone above and beyond with some serious issues that we have encountered with the IRS. They have been with us the entire way and given us fantastic advice on how to navigate the situation. What would otherwise feel like an insurmountable and scary encounter with the IRS has become manageable due solely to Nicole and Iman's guidance. Highly recommend for any small business owner. read more

SBTax is absolutely, hands down amazing! This is my first year with them and I have to share that I had the best experience. Nicole and her team is so patient, knowledgeable and gave me the peace of mind that I've always wanted during tax season. I'm also using SBTax for my book keeping, and Iman is the best! So informative and easy to work with; He has gone above and beyond in cleaning my books! I'm very happy with their services and look forward to the stress-free tax seasons to come! THANK YOU SBTAX!!! read more

I have been doing my taxes with Nicole for more that 15 years now. Since that first day that I walk into her office and met her I knew that I was in good hands. After the mortgage crush in 2008 I had lost my investment properties. I had a pile of documents to file my taxes. She could see the stress on my face. She offered me a bottle of water and even game me an Advil from her personal stash. I was so stressed and by the end of the office visit I felt a great relief. I knew then that I had chosen the right person to do my taxes. My brother and me have been doing our taxes by her since then. I wouldn't have it other way. She is absolutely knowledgeable and her caring and magnetic personality makes you feel like family. I recommend friends and family members to go with her. Her knowledge, professionalism, and carisma are are unmatchable. Tax season doesn't needs to be so stressful. I got nothing but good things to say about her professional service. She is really a great asset to our orange community. read more

Eric from SB Tax is a heaven sent CPA. Honestly, I can finally sleep well again without all those worries lurking in the back of my mind. He is highly knowledgeable, prompt, professional, organized, trustworthy, and truly is there to give his best to his clients. When he says he is going to do something then he will get it done. You can easily see every action he takes is made with great care in handling your unique situation and for your best interest. Also, communication with Eric is excellent at all times. Whether at meetings, phone calls, or through e-mails he never failed to be concise and confirmed everything with me. If you feel any less than extremely confident about your taxes than I highly recommend SB Tax. It will raise your standards immediately. I have to include that Tam, the assistant, is very welcoming, kind, and professional. She will always help you in anyway she can and will make sure your messages get delivered. read more

Nicole, Iman and the entire SBT team are extremely professional and treat their clients with great care. They have always gone above and beyond to make sure that their clients are taken care of. read more

Eric is absolutely the best one and I am so happy to finally met someone who is so knowledgeable. Eric did an amazing job for my family tax and he completely explained each steps to us. He spent so much time to have the best outcome. If you are looking for a trustworthy, honest and professional CPA please call him. He will make you happy with what he will provide to you. read more

I've been going to Nicole and her associates for so long that I forget for how long. It's been over 10 years for sure. They've always been courteous, accurate, friendly and I will keep coming back to them. I would recommend them to anyone. read more

Nicole and the team at SBT has been doing our taxes for over a decade. They are prompt, friendly, and always do a great job. They help out throughout the year as well if there are questions or issues along the year. I recommend without any reservations. read more

SB Tax is amazing, straight, legit , and delicate. Nicole and her team has helped me though a situation that, though it seemed ridiculous, was happening. Thank goodness for my girlfriend's recommendation, and I am able to sit back and relax like it never happened. The end is near. Yay. But regardless, I will continue to do my taxes here afterwards because peace of mind is so much more important! Thank you SBTAX!!! read more

Worked with Richard and Nicole for the first time this year. They have been so helpful with navigating the tax process and are very knowledgable with even complicated tax cases. I would highly recommend them to anyone! read more

Small Business Tax! They are the best in the business...reputable, resourceful and by the book. I've used them for years and have always been pleased by their knowledge and unprecedented customer service. If you are looking for a tax consultant/preparer for business or personal, look no further they are the real deal. They prepared my corporate taxes years ago then I was later audited; passed with flying colors (open & shut) no issues. Call them is you want to deal with professionals who know the tax code; you'll be able to sleep at night without worrying if your taxes were prepared correctly. read more

Small Business Tax - Tax Services Near Me - Orange, California

Nicole, Paul, and the team are great! They are knowledgeable, courteous, and patient. Everyone is responsive and helped me understand the complexities of our company dissolution. It's great having a tax firm you can trust. I would highly recommend them. Thank you SB Tax! read more

SB Tax has been mine and my family's small business go-to for filing for over 10 years. Not only are they extremely accurate, but they understand complicated cases and they provide service with heart! Nicole and Paul are truly rockstars and are always on your side, even if a question arises from Uncle Sam. I highly recommend them and their team! read more

If you are ever in need of an accountant you can completely trust and always has your best interests in mind, you need to come to Small Business Tax and see Eric Yoon. I have been with Eric for two years now for my personal and business filings and he is always super helpful, patient, a great listener and incredibly knowledgeable. He understands the laws and keeps up to date with all the changes happening at the state and federal levels. He always takes his time with me and makes sure I understand his inputs, what's being filed and the outcomes. I never ever feel rushed and never leave confused or uncertain. I had a problem with my state refund this year and after reaching out to him, he took control of the issue and reached out to the state and kept me updated. He didn't abandon/neglect my needs after my taxes were filed like most accountants would. He's very responsive, always delivers on his commitments and constantly goes above and beyond for his clients. The staff there are all very friendly, knowledgeable and helpful. Overall, Small Business Tax is a great company and a pleasure to do business with. read more