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

I had an excellent experience with their tax services. The team was very professional,…read moreknowledgeable, and helpful throughout the entire process. They took the time to explain everything clearly, answered all of my questions, and made the whole process simple and stress-free. I truly appreciate their attention to detail, honesty, and great customer service. I highly recommend their services to anyone looking for a reliable and professional tax service. I will definitely be coming back next year!

I've used EA Tax Resolutions for several years and highly recommend them. My taxes are complicated…read more(lots of K-1s, multiple states, LLCs), and Anthony and his team handle all of it thoroughly. They're quick to respond, explain everything clearly, and the client portal makes uploading documents easy. If your return is anything beyond basic, call them. Five stars.

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.

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.

I am so glad to have been recommended to Don Le CPA by a friend and the chance to work with Hung…read more Hung is very approachable and knowledgeable, he helped us get through what I considered a "difficult" tax return. He took the time to explain what he was doing (start to finish) and showed us what he was doing on the screen. Once everything has been filled out, he prints me a copy, sends a digital one to my email, and submitted everything for us. Hung is great and we have been seeing him the last 3 years. We originally went to HR Block and will never return, they missed so many big returns for me. I cannot recommend Hung enough -- he is easy to talk to, thorough, and professional. We look forward to seeing him again next year.

DON'T EVER COME HERE. Came in today to pick up payroll, and one of the guys working there parked in…read morea way the literally blocks the entrance to the lot and you can't go around his car without backing up into BOLSA TRAFFIC like 7 times like I did. I asked him to pull forward a little bit so I can get into the plaza and he proceeds to tell me that that is HIS parking spot and he will not inch forward. He called me crazy and pulled out his phone threatening to call the police and started recording me. This guy is so crazy?? Like I'm literally trying to go to YOUR WORK PLACE to provide by business and you're literally blocking me from doing so. He had the audacity to get angry and call me crazy like 15 times for just pulling into the plaza. Another lady comes out and asked what happened and when I asked if he can move his car forward a bit she just stood there. This guy just kept yelling that I was crazy and was humiliating me telling me to go around his car. It literally took like 10 minutes and backing up 8 times into traffic just to get into this plaza because this guy wouldn't move like 6 inches forward. Do not come here, you will be disrespected, humiliated, and upset. You know what the kicker is? When I finally got around his car, this guy still had at least 2 feet in front of his car in his parking spot to pull forward. There were also 2 more parking spots in front of the one he was in. I even provided screenshots from my dash cam. Eventually I got around his card and went and picked up what I needed, but you know what? No one in the office said anything so I'm assuming that this is normal behavior for him and he's probably the owner of the firm. Save your money and go to somewhere else with more professional accountants. For all of you that want to watch the videos let me know and I'll send them to you! I have them all recorded on my dash cam showing how crazy this guy is.

I was behind on my taxes for 3 years. My partner recommended this tax office and Jennifer as an…read moreaccountant. Jennifer was professional, thorough, and walked me through all my options to maximize my tax return. She's efficient in her work and has her clients best interest in mind. Prices were also pretty fair. I know who my tax accountant will be going forward!

Danny is very knowledgeable and knows what you can and cannot claim. He is very courteous and…read morepatient. We will be going here next year. He charges a very fair price.

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.

Seeking expert guidance on corporate restructuring and very pleased with the advice provided.read more

I discovered Monica Ji during a challenging time. My wife and I had been using TurboTax for years,…read morebut after experiencing several major life changes in a short period, we found ourselves in a complicated tax situation. Unfortunately, TurboTax's summary of our filing did not help us identify the issue. This year, we decided to hire a CPA, which is how we found Monica. We explained our situation and sent her our tax documents via a secure Dropbox. Within a week, Monica reviewed our information, filed our taxes, and pinpointed the issue that had caused the confusion. Thank you, Monica--we look forward to working with you in the future!

I came to Monica with terrible state of business taxes..late and overall just unorganized. During…read morethe pandemic it was more than difficult to find good tax help. Monica took me on right of way and was working on our multiple issues since the beginning. She was thorough. Asked lots and lots of questions for our benefit and overall just have superb work ethic. It's been amazing working with her and just over all grateful that she has gotten us to compliance... and is now preparing us for next year ! Thanks again Monica ! You are a life saver ! Happy to have this business relationship with you !

Been going here for many years. Not only that Dominique and his staff are friendly, they'd go out…read moreof their way to help you w questions pertaining to your taxes. Would recommend to anyone, however heard they're no longer accepting new clients.

My family and I have been coming here for over 15 yrs and still coming. What is nice about him…read morebesides being friendly and reasonable...if you have a question he answers all your calls...no CPA does that without charging you.

David is a very qualified CPA who understands California tax law. I have always appreciated his…read moreinsight and his ability to save me money. I recommend AT&A tax service.

I have been coming here for a few years and my experience has been great. David and the rest of…read morethe staff are always very friendly and professional. David meets with me briefly when I need to turn in my tax information to him and he goes over everything I need to know I never feel rushed or like I don't know what's going on. He is very friendly and the services he offers are affordable and well priced. I have recommended him to friends, family and coworkers. Great experience always!